Zoho CRM Erfahrungen

Vorteile

Der Umfang an Tools ist der beste Vorteil, gleichzeitig auch Nachteil.
Man kann schnell starten und findet eigentlich fast alles, was es online braucht um Marketing zu betreiben.

Für den Umfang ist es Billig, anders kann man das nicht sagen... Allerdings spiegelt sich der Preis auch in der Leistung wieder...

Man kann sehr viel selbst reinprogrammieren, was einem fehlt. Dafür benötigt man allerdings entweder viel Zeit oder Kapital um es machen zu lassen.

Nachteile

Viele Tools sind zu einfach gehalten und es fehlen essenzielle Einstellungen.
Schnittstellen funktionieren nicht, auf Nachfragen wird nicht reagiert, erst die Frage bei der anderen Seite der Schnittstelle ergab, dass dort seit Monaten die Rechnung von Zoho für die API nicht bezahlt wurde und daher die API deaktiviert ist. Das ist der Punkt gewesen, an dem ich dann Zoho verlassen habe!

Vom „Kundenservice“ nach nun 2 Wochen immer noch keinerlei Reaktion seitens Zoho dazu.

Viele Tools stecken noch in den Kinderschuhen und BUGs zu melden sollte man öfters einplanen.

Einmal installierte Tools kann man nicht mehr deaktivieren und so entsteht nach anfänglichen Tests ein enormes Durcheinander. Nicht mal der Support hat die Möglichkeiten ungenutzt überflüssige Tools aus der App Übersicht zu entfernen.

In Betracht gezogene Alternativen

Odoo und Pipedrive

Gründe für den Wechsel zu Zoho CRM

Günstiger und umfangreicher im Nachgang ein Fehler der mich viel Zeit/Nerven gekostet hat. Nun gehe ich wieder auf einzelne Lösungen, ich mag es, wenn alles funktioniert und der Support 5 Sterne Niveau hat.

Vorteile

Alles ist vollkommen frei zu konfigurieren. In der Standardversion zu Anfang läuft alles glatt. später kann man sich "sein" CRM so bauen, wie man es für den täglichen Bedarf braucht.

Nachteile

Der größte Vorteil ist der größte Nachteil: es gibt SO viele Möglichkeiten, dass man anfangs überfordert ist, wenn man nicht Schritt für Schritt, am besten mit Unterstützung, voran geht. Sonst ist der (geniale) Berg der möglichen Einstellungen und Konfigurationen so groß, dass er einen erschlägt und man gar nicht anfängt.
Manches ist nicht perfekt auf Deutsch übersetzt. Der Support ist Englisch.

Vorteile

What I liked most about Zoho CRM was its intuitive and easy-to-use interface. It allows you to manage contacts, accounts and opportunities in a very simple way. Its clean and minimalist design makes it very efficient to navigate between the different functionalities. In addition, I found its complete range of customizable modules that adapt perfectly to the specific requirements of our business very useful

Nachteile

What I liked least was that being a platform with so many functions and tools, it can be somewhat overwhelming at first until you have mastered its configuration and parameterization. I also missed deeper integrations with our ERP for more complete traceability between orders and customers

Vorteile

They provides a low cost CRM so everyone like every small company can use it so best for startups

Nachteile

Need to improve a lot but they are working on it but at this segment of price it is best among all.

Vorteile

Ease of use of the trial period. We extended a few times to get more clarification that it was what we wanted to use.

Nachteile

Once we purchased, the customer service and support has been horrible.

Vorteile

It is very robust with a lot of options. We are able to customize the modules within CRM to accommodate our business needs. We are also able to integrate it relatively easily with other software.

Nachteile

There could be better training from Zoho on what it can do and how to set it up. It seemed to be once you buy it, you are on your own to implement it.

In Betracht gezogene Alternativen

Procore

Warum Zoho CRM gewählt wurde

We needed something more robust than Giddyup as we moved into larger-scale construction.

Gründe für den Wechsel zu Zoho CRM

Zoho has more of a CRM than Procore.

Vorteile

easy to use and with a simple knowledge about CRM you can go ahead with it.using it for almost 9 months and really making my business tracking system is the best.nothing you can lose with it.

Nachteile

small features must be edit it and the ZOHO team are working on it like last name must be in the information and sometimes we don't have to put it in the records.

Vorteile

I liked how easy it was to import all our data from excel when we merged over

Nachteile

I did not like how it creates duplicates. I also didn’t like the dashboard set up

In Betracht gezogene Alternativen

HubSpot Marketing Hub

Warum Zoho CRM gewählt wurde

We wanted to be able to do reporting easier

Gründe für den Wechsel zu Zoho CRM

It seemed like a better option due to it being customizable

Vorteile

Zoho CRM offers a free plan for us which occupies upto 10 users, and its paid plans are very competitive too, compared to other platforms and they also have a user-friendly interface that is easy to learn and navigate.

Nachteile

I just hope Zoho can improve on the Reporting features, as this is a very helpful feature for our business.

In Betracht gezogene Alternativen

Dynamics 365

Gründe für den Wechsel zu Zoho CRM

I believe for a small business like us, Zoho is more cheaper and affordable than Dynamic 365

Vorteile

Zoho CRM is an outstanding tool for sales and customer management. ZOHO CRM has a friendly user interface bad many customizable features that mage it soo easy to use for contact management, marketting and social media management which help connect with customers and leads. Also it's integration capabilities are topnotch and it syncs with most of my workspace tools from marketting to document signing tools which has greatly enhanced task execution efficiency

Nachteile

The pricing plan of Zoho CRM is less favourable. Well, it offers a free trial but Incase you require advanced features there are some cost add ups. Despite experiencing this drawback , I still find the benefits and how well it suits my needs outweighing it.

Vorteile

I have recommended Zoho to many clients for a multitude of reasons. The main being that it is a very intuitive, simple to use CRM system that doesn't require too much indepth training or knowledge, and also is very cost-effective!

Nachteile

Unsure what to put here to be honest! Perhaps more direct line of communication with an account manager may have supported us?

In Betracht gezogene Alternativen

HubSpot CRM

Warum Zoho CRM gewählt wurde

Price!

Vorteile

I like their lead management and account management

Nachteile

As a start up it was hard to get all the tools we needed as it got more expensive

In Betracht gezogene Alternativen

HubSpot CRM

Warum Zoho CRM gewählt wurde

As a software company we prefered to develop our own crm to meet all our needs and then we put to market. However we cannot compete with Zoho as our focus is only on startup

Gründe für den Wechsel zu Zoho CRM

prefered zoho pricing and navigation

Vorteile

A lots of features in one place with different functionality, made the life easier. We use MAIL, CONNECT and CLIQ all the time. It has become an inseparable part of our Business.

WorkDrive is very Responsive and Reliable Best solution for File storage with the team. I can Give access to a folder to my colleague and can revoke when done. Very easy.

Mobile apps are Also Nice and Handy.

The way ZOHO keeps everything Tidy and Clean by offering different options for different problems is the most I like about ZOHO CRM

Nachteile

Very big System a lots of functions which remains untapped and I think it will be for some time now. beginners have to learn some behaviors to work with it. The learning curve a bit Steep.

In short I don't have anything that I dislike about ZOHO, but it took some time to get here.

In Betracht gezogene Alternativen

Google Workspace

Warum Zoho CRM gewählt wurde

Google is Good but very Expensive. Zoho is on the other hand a bit low on the price side. Initially that was the primary reason to switch.

Gründe für den Wechsel zu Zoho CRM

It was a little less costly and was promising a lot of features. Other Options that we tried was not promising much. Another very important thing is that they gave us 2 months free, the paid version for free. For the whole team with the Email support. I mean we had our [email protected] for free. In the while We tested the platform as much we could and liked it, purchased it. Happy that we did.

Vorteile

This is a free or very cheap email service depending on the plan you choose. I like this because my business is just starting out and I want to save as much as possible. Zoho is a great resource because it has all the functions I need. It integrates with my website, sends and receives emails and is fairly easy to use. It also comes with a calendar and a place to store notes and bookmarks.

Nachteile

I am on the free version, which means that I can only access it on my computer device. The paid plan is really inexpensive and something worth investing in if you want to answer emails in a more timely manner. It may take a bit of time to get used to the interface if you've never used it before or you are switching from another email service.

Vorteile

I've used Zoho CRM for almost 5 years and I've witnessed its evolutions during those years. I think it is an overall good tool for small to mid sized companies. I enjoyed the flawless marketing automation feature, especially when a new lead comes in from a web form, it immediately adds it to the CRM. The system can recognise the lead if there was a past interaction. Once the lead is in the system, you can enrich the data by populating all the data fields and you can customise new data fields according to your needs. I find it pretty easy to arrange for all departments in the company. I mostly used it as a part of my daily tasks at sales team. I was able to manage my leads and track the progress. We didn't really use it for any campaigning but mostly as an overall CRM. The reporting section is pretty good and I enjoyed the customisation. It actually offers more than average needs of a salesperson. Recently, they made new integrations and also adjusted the performance - in the early times, it was a bit slow but they fixed it.

Nachteile

Zoho CRM seems to be a mid-segment tool when it comes to pricing at first sight. However, if you want to expand the tool with more features/add-on, you may need to pay additionally for them. It increases the cost. At the end of the day, for a large company, it might be as pricey as enterprise CRM solutions. You need to make sure about your needs before you set it up for your organisation to make sure the cost meets with your expectations. The UI can be improved and be more user friendly.

In Betracht gezogene Alternativen

Dynamics 365

Warum Zoho CRM gewählt wurde

The team found Dynamics too complicate to work on. It wasn't a user friendly UI.

Zuvor genutzte Software

Dynamics 365

Vorteile

The price is great. The customer service has always been helpful. It is easy to use.

Nachteile

I stopped using Zoho for a while and started using a competitor that has some newer features. I am back to Zoho because they now have those features and all the things that the competition didnt

In Betracht gezogene Alternativen

Salesforce Sales Cloud

Warum Zoho CRM gewählt wurde

Zoho has better email and phone tracking abilities

Gründe für den Wechsel zu Zoho CRM

Price and familiarity

Vorteile

This is a very low-cost CRM for Small Businesses that are interested in tying out to see if this can really work for them.
It beautifully and seamlessly integrates with Outlook and you can use ZohoCRM for most (if not all) your communications with clients and prospects.
The interface is easy to understand and you can get most things done intuitively.

Nachteile

Extracting out a list of all your prospects/customers into ONE Excel sheet became a painful experience because as simple as we assumed it to be it actually become fairly cumbersome. Maybe we didn't have the in-depth experience.

In Betracht gezogene Alternativen

Dynamics 365

Warum Zoho CRM gewählt wurde

Dynamics CRM was just too HUGE and complicated. So was Salesforce. I feel those Enterprise CRMs rely on hiring a team to work out the operational logistics and create their dream-CRM from scratch. Zoho had so much out-of-the-box. THAT truly won us over.

Zuvor genutzte Software

Dynamics 365

Gründe für den Wechsel zu Zoho CRM

Zoho was just way simpler to implement and launch. We literally started working on it on day One.

Vorteile

Emails linked to the CRM which was all in one place.

Nachteile

The support team leave you going around in circles. When you give and instruction they always come back with but can we help you. This is always the response leaving you with no answers or resolution. They take your money and do not refund or offer any compensation. You get ignored and basically sent to the beginning every time so you go away.

In Betracht gezogene Alternativen

Salesforce Platform

Warum Zoho CRM gewählt wurde

Because the glitch was never fixed and I needed to get my business working again, the IT company went 4 weeks back and forth with no resolution. 8 months later still nothing, request to cancel subscription ignored. Got the but let us help you and they still take the payment and then won’t refund.

Gründe für den Wechsel zu Zoho CRM

It was within my budget at the time. Don’t I regret that now.

Vorteile

I recommend Zoho very often. A lot of companies go big earlier than they really need to and spend way too much on SalesForce & Marketo.

I worked for a very small company with some limited budget that pivoted to sell it's product to the Enterprise.

Zoho was incredibly easy to set up, intuitive to use, and contains all the most important features that most users need and seek in SalesForce. We integrated with MailChimp & Unbounce and were able to be incredible effective acquiring leads, nurturing them, and tracking pipeline in Zoho. Our small sales team found it very easy to use and loved it.

Nachteile

There's a point when you need a more robust integration eco-system and a lot of customization. This isn't really a con per se, but Zoho, by being not as complex and customizable as SFDC, will eventually need to be replaced. This should last you many years before you outgrow the functionality.

In Betracht gezogene Alternativen

HubSpot CRM

Warum Zoho CRM gewählt wurde

Pipedrive was new and very limited in it's functionality.

Zuvor genutzte Software

Pipedrive

Gründe für den Wechsel zu Zoho CRM

Functionality and cost

Vorteile

customizable, stability, easy to use day by day

Nachteile

At the beggining is complicated to understand how to set up, specially if this is the first time you use a ticketing software.

In Betracht gezogene Alternativen

Freshdesk

Warum Zoho CRM gewählt wurde

Because we start using Zoho CRM and someone from Zoho advised us that Zoho Desk may cover our IT Support needs and we decided to try it.

Zuvor genutzte Software

Freshdesk

Gründe für den Wechsel zu Zoho CRM

To use just one Brand software that allow us to integrate another Zoho's products that we use.

Vorteile

I am using Zoho XRM for more than 3 years and found it a really amazing platform for customer relationship management. I like their simple yet effective user interface the most. I can use it very easily. Zoho CRM helps us to manage our all databases and related information at one place with amazing security. Overall I can say that this is an amazing CRM.

Nachteile

There is one thing that I want to highlight about this CRM that I dislike about it which is Zoho CRM is a little bit expensive compared to others but on the other hand, I can say that it is worth to spend on it.

In Betracht gezogene Alternativen

SugarCRM

Gründe für den Wechsel zu Zoho CRM

We choose Zoho CRM over SugarCRM because of their strong customer focus nature which is the most important thing that we always keep in mind and on the other hand, there is a lot of amazing features that Zoho CRM is providing and in SugarCRM, these features are missing.

Vorteile

Zoho is a good alternative for clients who don't want to shell out money for Google Workspace. It accomplishes its purpose. My satisfaction with their efforts is based on the fact that they are attempting to make their platform accessible to everyone. Much of it is configurable and we were able to put it up 90% of the way we wanted. It's a breeze to use and keep track of.

Nachteile

I'd like it if the platform's many sections were made a little easier to configure and understand. In my opinion, they are attempting to mimic Google Workspace, although I am more familiar with Google Workspace's features. I'd love it if I could make my email software look and work just like gmail.

Vorteile

I like the simplicity and ease of use that Zoho CRM offers us, as it enables us to create folders for all our clients as well as organize records with their data and requests as well as save all documents and archive email and transactions made by our team and between them. I love how Zoho CRM filters customers by suggested topic, which makes it easy to create lists of important information about a specific group of customers based on their specialties or interests, so that our team can reach them quickly and offer tailored offers. I like how easy it is to customize it to automatically send emails to a group of clients, and I like the fact that Zoho CRM integrates multiple communication methods easily, such as WhatsApp, so that we can also send messages and links to customers and also we can receive customer requests and inquiries and respond to them in the same way. It is great to find all the records related to customer inquiries and requests, as well as the date they were referred to the relevant team member, as well as the results that were reached in one place in an organized manner.

Nachteile

I love the fact that Zoho CRM has no unpleasantness, as it is simple, easy to use, low cost, and integrates strongly with email and social media platforms easily, which makes it a suitable choice for all needs.

Vorteile

Through Zoho CRM I am effectively overseeing asks and citations in light of the fact that through its information synchronization I stay to refresh about the main leads and about the main clients, accordingly I am better at taking care of the business pipeline.

Presently I can all the more likely help my clients seven days every week and 24 hours per day through its considering administrations that additionally assists me with social affair their criticism, this information assists me with advancing acquire adjustments my items.

With its shrewd calling administration, I can likewise have live talks with my clients. The fascinating thing is it's anything but an extraordinary method of overseeing various visits without a moment's delay and layout messages make more effectiveness.

Nachteile

As far as task overseeing more alteration is require.

The application doesn't zero in on the set of experiences, I have difficult issues about the following of the cycles and about the detailing of the past receipts.

At times the product gets increasingly slow humming sound beginnings showing up on my work area.

Vorteile

The CRM is easy to use. Unlike other CRM products, with Zoho you don't have to be an expert to get started. The interface is clean and easy to use. It doesn't have all the insane features that other products have, but that is what sets Zoho apart because they are trying to keep it simple for small businesses.

Nachteile

There's too many issues with this product to even begin listing. The application is buggy. I started reporting bugs to their support department but they occupied too much of my time and would remote into my computer and repeat the same steps over and over again, expecting a different result. I gave up on reporting issues. They don't even care to fix them anyways. The support is extremely poor. I'd rather have them offer no support than the support they provide, as you'll get even more frustrated with their support than not even having support at all. We had an "Enterprise Account Manager" which wasn't very responsive. Any unresolved issues with the application he would just send back to the support department (the same support department you'd been previously fighting with for months on petty issues) and then nothing would end up getting done. Based on my conversations with the account manager, I can confidently say that nobody in the organization has any clue what's going on. Nobody in the company has any empowerment to do anything, everybody acts like pre-programmed robots. There is a horrible communication gap between departments, nobody is on the same page, everybody just passes the buck thinking somebody else will take care of the issue. You can tell there is a pretty bad work ethic and culture. You'll get the run around and end up getting exhausted and give up. You end up having a second job just trying to deal with Zoho. It's quite simple, STAY AWAY.