About Zoho CRM
Zoho CRM Features
- Workflow Automation : Easily create and manage tasks and processes within your business.
- Calendar Management : Allows you to keep track of all your appointments in one place.
- Deal Management : Track the progress of your deals and manage the contracts between parties.
- Contact Management : Easily keep track of your contacts' information such as name, email, and phone number.
- Account Management : Allows you to manage multiple accounts for different purposes.
- Lead Management : Manage your leads better by categorizing them, tracking their activities, and automating your follow-ups.
- Stephen LallaCEO
I loved Daylite and hated to leave it as it was great but it didn't have a cloud-based solution and that was paramount to me at the time. I tried about 7 different CRMs and found that most of them had some really great features but each one seemed to be lacking some integration that I needed. And it didn't make sense to have multiple apps in order to do what I needed. And Zoho CRM in conjunction with the full Zoho suite of products served all of my needs.
I generally tell people because of the various suites of apps that Zoho has to offer, it's a great service as you can grow and expand as you need some of the other modules and they all integrate seamlessly together. And if someone just needs a contact manager for an uber basic contact list, Zoho has an app for that as well that can be upgraded to a more feature rich service later when needed. There is a free trial but my advice to anyone who wishes to truly incorporate Zoho CRM or the full suite of Zoho One into their business to work with a certified Zoho Partner who can customize Zoho CRM so you can onboard yourself and staff much more quickly based on how your currently operate your business.
Tracks interactions with clients. Allows anyone on your team who you've provided access permissions to the ability to share the same info. A trusted source for your CRM data that you can access from anywhere in the world via your computer, laptop, tablet, or smartphone. Integrates across the board with the full suite of other Zoho products
Everyone once in a while Zoho CRM will make a features update without advance notification. Ease of converting a Sales Order to a Purchase Order without having to re-input vendor info for each line item. More consistency of names in Zoho CRM and Zoho Books. In Zoho CRM there are quotes, Sales Orders, and Purchase Orders. In Zoho Books there are Estimate, Sales Orders and Purchase Order and Vendor Bills. Would be awesome if a Quote in Zoho CRM would map over to an Estimate in Zoho Books and the same with Purchase Orders in Zoho CRM to map over to PO's in Zoho Books. Have been a longtime user so I started out on the Global edition. There is a US edition which I'm not able to easily migrate over to so some functionality is lost but it's not been enough of a stumbling point to truly turn us away from Zoho.
- Nathan K.General Manager
It does everything you would expect of a CRM. The back end tech support is beyond disgusting! Firstly I had to wait until 11am ISD time for a developer to arrive. A multinational tech company without a developer onsite until 11am IDS? Righty O! Then I was told the fix they needed to do would take all night. In the mean time, my payroll system which is rooted in Zoho, won't run. During their time promised to update I am met with lie after lie from 'tech support'. There is never a manager available if you have an issue, they are either out, or on a call. Typical stone walling, treating the customers like mushrooms! If like me you are researching possible CRM providers, consider the tech support reviews. For low level tech support like how to use this, or where do I find that, they are great. When things go really bad, they are no help at all... Like any CRM, it solves a lot of problems. However, when you have a REAL problem, with there back end, they stone wall you, leaving you to pick up the pieces. Meanwhile, like an idiot, you keep paying them USD$1,000 per month...