what is great about Zoho CRM Plus is that you can run api's in the background to get a watered-down cost-effective solution that compares with the sales force crm.
what I do not like about zoho CRM plus is that you need to have someone from the zoho support team to work and connect all the widgets
what zoho crm plus is able to bring is a business solution that meets our needs for building campaigns monitoring results and housing all of our clients information and history so we can walk them through a sales cycle
I like how this product allows one to manage the clients,team mates and various project in one platform. It is easy to customize this software and limit the number of people who you want to see any detail in the software. It has an automatic notifications that allows me to engage to any activity in my mobile phone when I am away from the keyboard. This helps me to keep me on track when am travelling or away from office. It enable to keep and track every client's information with an ease. It is less costly enabling everyone to have a chance to enjoy the services that comes with Zoho CRM.
My only concern is the customer support,sometimes they took too long to get back to my queries.
It is easy to use product and customization option has helped me to serve my clients faster. It integrates well with other products like Google helping me to sync contact lists of my clients without difficulties. It helps in keeping the track of both suppliers and clients hence no time wastage in serving them.
Easy Navigation: I kind of love how easy it is to find their way around the platform. The simple layout makes it hassle-free for everyone on the team. Time-Saving Automation: I find the automation features super handy. It helps them automate repetitive tasks, like sending follow-ups, making their work more efficient. Easy Integration: I appreciate how Zoho CRM Plus integrates smoothly with other Zoho apps. Everything feels connected, saving time and effort.
Support Response Time: I sometimes feel that the support response time could be quicker during peak times or urgent issues.
Zoho CRM Plus is solving the problem of managing customer relationships smoothly. It benefits us by bringing everything together in one place. We can easily keep track of their interactions with customers, organize information, and work better as a team. It helps them save time by automating repetitive tasks and gives valuable insights about customers, helping them make smarter decisions to grow their business.
I love the phone app associated with Zoho. I used to use it daily when I was in outside sales. It has several functions I wished many other CRMs would add. I do like the customization you can do also.
I began using Zoho in the early stages I believe. I was greatly impressed with the program, the flexibility, and the support. When the prices increased and the support when down, I migrated to another platform.
I was using it as a full CRM tool for my company. I began to get overwhelmed when they were adding so many different things like ZOHO one and sales IQ. The program allowed me to work online and not be tied to a desk and the app integrated beautifully.
I like the customization it provides as well as the pairing the CRM with a VoIP. I love how you can see a profile of the person calling. From building prospecting campaigns to keeping up a tidy schedule and following up at the right time, Soho is a seamless tool for marketing and sales pros. How all of the different apps inside the dashboard talk to each other is amazing. For instance, you can add contacts and leads to your CRM straight from social media, or you can set up automation so that your Zoho Social app can feed new leads based on rules that you set.
My employees are still discovering all that this great things this software can provide and it's been over a month since we became customers. in the mobile version I had problems, the contacts of my phone are not linked, nor the calendar, it is very good but I was limited for that reason.
The CRM itself was our primary reason for signing up, but once inside the software, you have Campaigns and Social, which have been serving as great benefits for solving both of those needs.
integration of all contacts, filters and sorting is easy
cost is on the higher side can be a bit on the lower side
day to day tracking of leads is on the more accessible sides.
I love that I can customize the forms and reports so I can collect the specific information I need and run reports using that information. This way I get what I need in a way that works for me and my business. I can add on as my business expands. Their product suite is extensive and I can get what I need in the size that suits me best. Before I purchased they were very willing to answer all my questions. After I purchased they checked in on me to make sure everything was going well and to answer any additional questions I had.
With the advanced and increased functionality comes a longer and steeper learning curve. So the time it takes to learn all the moving parts can be daunting. I suggest setting aside a lengthy miigration / transition period. There are so many componets and moving pieces it was easy to get overwhelmed. Some of the fields couldn't be modified in a way I needed them so I had to create new fields. It wasn't as clean as I would like.
I wanted a product that allowed my to gather information from the website and feed it directly into my CRM without having to re-type the info. I can automate the process for what to do with information based on what form gathered it.The duplication of effort is removed saving time and keeping my data clean,
1. The ability to create different/multiple modules for each department. 2. Easy provision of different roles, profiles, and user permissions 3. Workflows are a great plus point for automating tasks.
1. Mass deletion of records of 50000 plus is not possible. 2. The history of records when changes are made by bulk import is not shown in the history tab. 3. In the view section, 100 is the limit. It can be extended to more than 100 to view more records on a page.
1. Many of the manual field updates are now solved by implementing Workflows 2. Easy trace of changes or updates made to records via feed notification. This makes communication easier.