Zoho CRM Plus

Vorteile

It finally centralizes incoming and outgoing communications within all different Zoho environments making it easier to oversee leads and collaborate. Before, our sales team was just operating in CRM as other tools were too many to handle.

Our teams can now see much clearer what is happening in other markets and help out or generate new ideas together.

Handovers internally are becoming faster as full history per contact is shown and traced.

Nachteile

It is not always clear if things are working or not, and there is a need to doublecheck per several environments if things are smooth.

Support is not always there to answer quickly.

Vorteile

- Industry leading integrations with tools like Zapier and others
- The value is incredible. You're getting: Project management tools, Social media marketing tools, landing page builders, a fully customizable CRM, email builders, custom workflows, per account and per app permissions for each user, forms, etc.
- The customizability of everything is fantastic

Nachteile

Zoho products in general feel like they were created by software engineers for developers or people with deep technical knowledge about how CRMs connect using hooks and how custom fields can be linked into reports. Its just a LOT to learn, even for someone with a good amount of technical knowledge. I wish the program felt a bit more natural to use. Everything about it feels so clinical or technical. I also wish there was an easy-to-use "Zoho University" to learn how to use all the crazy tools this has to offer. I've used this tool a LOT over 3+ years and there's still way more that I don't know.

In Betracht gezogene Alternativen

Warum Zoho CRM Plus gewählt wurde

Gründe für den Wechsel zu Zoho CRM Plus

Vorteile

The app offers very good functionality and some excellent features such as its preset analytics that make performance mgmt a much easier job. Additionally, it offers the capability to extend your capability with other Zoho apps such as projects.

Nachteile

Despite the functionality it offers, it does not provide a unified journey for potential customer interactions. It does not actually help you actively manage your CRM processes.
Furthermore, instead of working with Gsuite, it tries to force you to send and receive emails from within the CRM with inferior functionality (no signature capability...).

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Gründe für den Wechsel zu Zoho CRM Plus

Vorteile

It is very useful to interconnect between the different teams and makes the process more easier and smoother

Nachteile

It is a bit difficult for a non technical person to understand about how it works in the first hand

Vorteile

Its the most perfect tool ever. You can benefit from their ready to use templates but the most exciting thing is you can creste your own! Not mentioning you have every tool you need in one place

Nachteile

Nothing yet. I am really liking Zoho and intend to learn more.

Vorteile

Ease fo use, affordability, feature set, intuitive

Nachteile

some menus are not all that straight forward and require multiple steps to get some tasks done

In Betracht gezogene Alternativen

Gründe für den Wechsel zu Zoho CRM Plus

Vorteile

Really good support from the Zoho team and easy set up.

Nachteile

Finding what was available on my plan was dificult, felt like we had loads but actually you had to pay more.

Vorteile

One of the best features of Zoho CRM Plus is SalesIQ, which facilitates live chat and visitor tracking. Its workflow automation allows us to trigger more advanced features that are essential for our usage. Also, the email blaster is a must-have feature that saves a lot of time while bulk emailing.

Nachteile

The only difficult part was managing clients' tickets, which became a laborious task to make or ask a customer to create. We ran into several challenges while customizing the system. Some new project-related reports do not appear on the dashboard.

Vorteile

Zoho CRM has the same functionality as other industry-leading CRMs, but at a fraction of the cost. When I worked for a small tech startup with around 5 employees, I was in charge of selecting and implementing a CRM. Zoho fit our needs and our budget.

Also, they provided excellent customer service and didn't seem to care that we were a relatively small client.

Nachteile

It took a lot of time and some third-party solutions (IFTTT and Zapier) to integrate with some of the other marketing systems we used in our business. While we could have probably replaced them with other Zoho products, as a small business it wasn't immediately feasible.

Vorteile

This software is a very complete CRM tool. That's quite good, after a meeting for example, to save and keep all the information related to the person/company you met. Very useful to keep all the data in the account so to be able to share them with the other components of your team. I use it as Business Developer, so I'm always informed regarding the situation of Clients and potential Clients when I go to visit them after a while.

Nachteile

Sometimes the software can result too much detailed. What I mean is that, for each contact, you can add so many information that maybe can even create confusion. What could be good is to have something like a "light registration mode" and then, if needed, the detailed one.

Vorteile

Eu já utilizei a plataforma do Zoho durante algum tempo quando iniciei minha loja online e precisava de alguma ferramenta que também me proporcionasse um e-mail gratuito institucional, o que faz muita diferença para uma empresa, trazendo cada vez mais credibilidade para os meus clientes, a plataforma me ajudou muito com isso de maneira prática e eficiente.

Nachteile

Não houve nada do que eu possa reclamar sobre Zoho.

Vorteile

Really easy GUI and the set up is intuitive and easy to use

Nachteile

None, the tools in the system are excellent

Vorteile

Avec la version gratuite, c'est possible de réaliser beaucoup de choses. Je n'ai pas eu besoin de prendre la version gratuite

Nachteile

Quand il est question de paramétrer le système, il y a tellement de possibilités que cela rend la tâche plus complexe.

Vorteile

Historique détaillé, bonne gestion des leads, mises à jour régulières et peu de bug.

Nachteile

Beaucoup de fonctionnalités, malheureusement le logiciel n'est pas très intuitif et donc pas de possibilité de l'exploiter au maximum.

Vorteile

Prospect's database where all the details are perfectly synced with the campaign tools and platforms that we use.

Nachteile

Pricing can be more affordable and less because it was too costly for us to continue for the client.

Vorteile

Si quieres empezar a tener datos integrados entre si puedes empezar con esta herramienta la cual tiene integracion con diferentes herramientas como el crm, campaigns, people te dan informacion veraz.

Nachteile

tal vez mas herramientas que puedan ser integrables ya que se hecha de menos no solo llevar la parte de ventas si no tambien la parte de ERP.

Vorteile

I have been using this service for almost three years now. I love the variety of the apps available at my disposal, i can manage my clients, my team and all of my projects and all of the varying facets that are attached to each, in a compartmentalised way where only the people see what I want them to see, yet all can communicate with ease within various limits. This system has enabled me to manage a multitude of software projects, dev teams and potential and existing clients in a timely manner and with relative ease. The suite of mobile apps also keeps me on track while i'm travelling or otherwise away from keyboard. If anything it keeps me guilty of working too much!

Nachteile

There is little to complain about this software as far as my experience goes. I enjoy using it, the interface is user-friendly and well thought out, the experience is generally pleasant with little to few errors that I can recall with around 3 years of usage. There was reportedly a down earlier this year thanks to an autmated mix up with the hosting provider that zoho used, but we never felt so much as a whisper of downtime. I also understand that they swtiched to cloudflare immediately and mitigated the issue.

Vorteile

I like the fact that ZOHO always adds new functionality to ZOHO CRM. I also like that it is integrated with all its key software like Books, Campaigns, Projects, and a host of other apps. Once you get started with ZOHO CRM , and through the ZOHO Analytics, you can track anything through ZOHO CRM.

Nachteile

Wish there were a few more reporting options to track who opened email marketing campaigns. It is fine for now. But would like to see a little more.

Vorteile

I like the potential to track, attribute and manage pipeline from first touch to close

Nachteile

The support is terrible. You wait forever to chat with someone who can't answer basic questions, and you have to wait for them to relay your question to someone up the line. It's a terrible experience and often a complete waste of precious time.

Vorteile

Las distintas carcaterísticas que trae su versión básica, que permiten una gestión completa y que nos aporta una gran versatilidad.

Nachteile

Algunas funciones son algo escasas y de peores prestaciones que otros CRM

Vorteile

I can access information about customers, notes, attachments, contacts, tasks, and emails pertaining to communications, deals, etc. in one location. One of Zoho CRM Plus's top features, SalesIQ aids with live chat and visitor tracking. The email blaster is a great function because it speeds up bulk emailing.

Nachteile

The only challenging component for us was managing customer tickets because it was time-consuming to create them or ask customers to do so. Previous notes and saved notes cannot be changed.

Vorteile

With zoho crm plus we don't need to purchase different zoho software individually like zoho crm, zoho sales, zoho social, zoho desk etc. In zoho crm plus edition they are providing all functionalities at one end. We can add leads and can customize fields According to our requirement, on the same panel we can add our social accounts, also we can schedule posts for our social accounts and can reply to messages as well, we can keep track on our customer activities through sales iq. We can check on which page our visitor is spending how much amount of time. Overall it's a multifunctional software with ease to use functionality.

Nachteile

I like almost everything about zoho crm plus. A minor issue is sometimes leads auto number does not come in proper ascending or descending order. Rest everything is good.

Vorteile

The Zoho platform has everything you could ever need to run a business. This is especially critical for smaller organizations or those with a small budget. While there may be better alternatives for specific features, Zoho can provide all of them together at a comparable quality and remove the headache of integrating/managing different platforms. Out of the box, your data is not siloed.

Nachteile

Zoho's UI, especially for admins, could be designed better for speed/convenience (access/edit settings faster) and for clarity (new users may have unnecessary difficulty navigating the interface).

In Betracht gezogene Alternativen

Vorteile

The Zoho CRM plus suite pretty much offered us all the tools required for our small, but growing team. The sales & marketing automation tools, the support desk and ability to track visitors on our site were very much what we wanted. Compared to similar suite from Hubspot, Zoho is a bargain.

Nachteile

Setup and configuration as well as using the product is not very intuitive. There is quite a bit of learning curve. However, once past the learning, works flawlessly. BTW the support team from Zoho is very responsive & they have always been able to address any issues within a few mins of engaging them.

Vorteile

Zoho Software is a very good software, if you want to work on your database and work on 1. Enquiries Management, 2. Complaint management, 3. Inventories Management.

Pros: 1. Very Easy , 2. Cloud Based, 3. Data Import-Export is easy and fast.
Cons: 1. No Life-time Price, 2. Can be complex for Newbies, if starting from a scratch

Nachteile

1. Inventories management - it can be made even better.

Vorteile

What I like most is that it does pretty much everything important Salesforce does but at half of the price.

Nachteile

The application load speed is sometimes slow. It would be great if it were faster. Also would be great to have automatic lead enrichment.

In Betracht gezogene Alternativen

Zuvor genutzte Software

Vorteile

Zoho CRM is a software manufacturer/designer for over 100 companies including Amazon which I use on a daily basis. Amazon is a very detailed, organized, easy to use gathering for worldwide companies and individuals to market, buy, sell, and offer comparisons and options with ease. They integrate various parts of my life with the software used to create “Amazon Sales and Media” very personally and directly.

Nachteile

Within each profile is a huge list of over twenty five different individual pages about certain aspects of your buying experience. At times, because of the subcategories I have difficulty knowing which subcategory my inquiry is under.

Vorteile

Data collection and consolidation is Zoho's real strength, and this is a vital strength for a CRM. Campaign management is another strong point.

Nachteile

The interface can be a bit complex and clunky, but one does get used to it. I do not see this as a major flaw, but rather just something that could be a bit more refined.

In Betracht gezogene Alternativen

Gründe für den Wechsel zu Zoho CRM Plus

Vorteile

Multi channel communication, follow up and reminder, easy to use , customization capabilities. This tool help me to connect with customers on daily basis. Best feature in this visiting tracking and live chat. Best in class for sales and potential clients.

Nachteile

I like this tool very much and helpful.  Easy to use and understand.  Sometimes it has some limitations otherwise all good.

Vorteile

Our company is currently switching to a new management system and Zoho products keep checking off what we need. We are afraid to fully commit at this time to Zoho only because we've been switching to new programs every 6-12 months. We are very tired and running out of time to do this. The more we dive into Zoho, the happier we get. We keep discovering different functions and features that provide exactly what our business needs all in one. It seems too good to be true, but so far it is doing everything that it says it can. We couldn't be happier that it integrates with google easily and can sync to multiple contact lists.

Nachteile

When you are new to Zoho, I feel like it can be very overwhelming because they have a lot of options and different ways of bundling the service together. It would be great if Zoho can provide a more visual way on all the different options that they have and how they all connect to eachother. I think this might just be an issue with me as I'm a very visual person.

Vorteile

I appreciate the ability to send mass emails, create tasks and reminders and manage my customers at a decent price

Nachteile

Sometimes it can be slow and it does take some time to get used to. User-friendliness could be improved.

In Betracht gezogene Alternativen

Gründe für den Wechsel zu Zoho CRM Plus

Vorteile

I absolutely love the pricing structure. Its very affordable, even for micro businesses.

Nachteile

It's very customizable, so that makes setup a little difficult to learn at first.

Vorteile

We have been using Zoho CRM Plus for last 6 months, CRM plus bundle is very good package for all your CRM needs like emal automation, CRM, website activity tracking, Sales management, managing projects.

Nachteile

The complications in backend due to creating a CRM bundle, so much technical functions where non-technical users might get confused while implementing functions to achieve goal. Zoho CRM plus lacks some data push points between CRM and Zoho Campaigns.

Vorteile

I like zoho because it is easy to use right from the start. I operate my business from this and really enjoy their app for the iPhone

Nachteile

I don’t like how it isn’t as user friendly and as simple of a home screen as other applications, it can look a little cluttered for my preference

Vorteile

Easy to integrate
Within budget
Phone support available

Nachteile

Poor support
Frequent issues with the product
Downtime
Poor UI/UX
Poor migration capabilities (from EU to IN datacenter)

Vorteile

Zoho offers so many ways to get things done. I can track everything, provide easy reporting, create and execute tasks, etc. Zoho is a great CRM

Nachteile

I have noticed that it could be more automated to transfer info more easily.

Vorteile

I like CRM management, document loading, comment edit all is in one programme

Nachteile

Cost of programme is expensive since you have to pay for each users

Vorteile

A lot of options to accomplish my Customer Relationship tasks, easy of use and customization option according to my needs.

Nachteile

The security framework turned a little bit confuse. The restriction were applied to pages instead of specific options in a page.

Vorteile

I have been a user of Zoho CRM for around 2 years and have been using it for tracking my Sales Funnel (being a sales consultant.Key Features:
1) Allows for configuring Followup Task Reminders
2)Useful for creating Sales Pipeline and tracking (UI is very good)
3) It helps to track the accounts as well as point of contacts for each account effectively

Nachteile

It should allow the user to send follow-up emails as trailing mails to a previous thread instead of sending a mail as a new thread

Vorteile

As the Marketing Manager, I am always pulling reports from the various sales territories. I really like the feature that I can save the categories for my report, and run them as needed.

Nachteile

As with any CRM, there is certainly a learning curve. When uploading leads from a conference, there are specific categories that MUST be filled in, in order for the entire list to be imported.

Vorteile

It allows you to keep a track on your leads, call and email directly from the app.

Nachteile

It is part of a package, but you need to install something else.

Vorteile

We have been using Zoho for a little under two years now and I must say, it has really helped a lot with organization. We get tons of calls a day and it make every call so easy to just type in a key word to pull up the account and have their info available so quick.

Nachteile

Nothing really I can negative about this software. At times it does randomly log me out and says I cant get access but that does not last very long.

Vorteile

All the activity based using this app are track one by one make the user easy in tracking their progress. Besides that, they provided excellent customer service which needed in CRM especially the new seller or small business like me.

Nachteile

The price a little bit high for some small business might not attract them to continue the free trial given by the app.

Vorteile

I like the far reaching functions of the many Zoho softwares that can be integrated together.

Nachteile

There's some things that aren't as intuitive as something maybe such as Salesforce.

Vorteile

It has everything you need in order to do a follow-up with clients, it allows you to assign tasks.

Nachteile

I think it has everything you need in a CRM software.

Vorteile

I can manage the clients, customers and my projects. Mobile application also gives you access to the software anytime anywhere. Zoho completely fulfill my needs.

Nachteile

This is a very nice software but I really think that there could be more reporting options and GUI can be a little bit more easy to understand.

Vorteile

Easy to use and setup. Interface has small learning curve.

Nachteile

Not very customizable, could use some tweaking for notifications especially if your mail client isn’t directly comparable.

Vorteile

I like some of the organizational features of the software like the ease of finding my upcoming tasks and finding my leads

Nachteile

I have to make a minimum of 6 clicks to complete a task at times and change the statuses. It can be quite time consuming to get all the information completed.

Vorteile

Thanks to this software, we have the opportunity to work closely with our company's customers. It is distinguished by its simplicity and provides a huge number of useful features.

Nachteile

The only and most significant drawback of Zoho CRM is that if there is no active connection to the Internet, the software cannot be used.

Vorteile

easy to use. simple to add and delete information when needed

Nachteile

need more options to categorize clients