Opiniones de Zoho CRM

"Versatile and Customizable CRM Tool"

Comentarios: I am very much satisfied with this software because it has all features, which i need during my working. This is a very helpful software for me because i works in the FMCG sector so i need to manage a lot of records, sales reports, performance reports and its dashboard is best for me and my team to read and understand the analytics, i.e., where we are lacking, on what decisions we need to focus more, how to improve, etc.

Puntos a favor: The best features are, Email Routing, Document Library, 24X7 Live Chat, Analytics, Activity Dashboard & Activity Tracking, Behavior Tracking and Billing-Invoicing.

Contras: My experience with the support team was not good but rest the software have almost all positive aspects.

"Trial on Zoho CRM Plus"

Comentarios: Its great experience as I have tried other CRM system like Hubspot, Salesforce, etc. All have different strengths and weaknesses. For Zoho CRM I like the flexibility to customise and design your own dashboard very easily.

Puntos a favor: I like to Dashboard especially having the flexibility to design and customise your own dashboard. There is also different view perspective view on your leads, contacts and deals.

Contras: Integration to Whatsapp. I am still trying out different 3rd parties integration to Whatsapp. It will be great for Zoho to have their own integration function to Whatsapp.

"My Zoho CRM personal experience"

Comentarios: Excellent product that gets the job done great.

Puntos a favor: Rate of adoption and ease of implementation especially with off-site users.

Contras: The email integration with Zoho mail over third party systems (Microsoft Exchange and Google Gmail).

"Useful CRM that isn't very expensive."

Comentarios: Other than the fact that customer service took 6 days to get back - everything is good with Zoho CRM. There are plenty of features, third party integration, etc. The User Interface is pretty good and delivers important information at first glance. I think Zoho CRM is perfect for small businesses and startups.

Puntos a favor: The best thing about Zoho CRM is that it can be used from any device connected to the internet - it's simple but very useful. The features like recording meetings, emails, bot chat, etc make Zoho a very useful CRM. I am from a country where USD has a value of around 120 so many CRMs are too expensive to try but Zoho isn't very expensive. I also like Zoho's Sandbox feature which allows me to test custom build modules with ease. I also like the feature named Zia. Zia analyses and suggests the best time to follow up with a customer which I think is really great. Zoho also has pretty good third party integrations available. While I found customizing Zoho confusing, once we get around it - it can be customized to fit the needs of every business.

Contras: In the beginning, Zoho was very confusing for me. I had to do many customizations to start which takes some time and is also confusing. However, once we get around it - we can customize it to fit the needs of every business. Also, once I had some problems with Zoho and I reached Zoho support. They did help me solve the problem but it took them 6 days to get back to me.

"You get what you pay for"

Comentarios: Unlike my other review, I only used Zoho as a user, not as an administrator. I can't comment on the customer service, as I never had contact with them. I'm aware of the pricing as I shopped them before choosing the CRM my team uses now. Basically, this is a great free database, accessible by multiple users. It is not a great pipeline tracker. It is not a great system for an efficient data entry process.

Puntos a favor: The best thing about Zoho is that it's free for up to a number of users. Great for a small business who doesn't have a budget for CRM yet and needs somewhere to store information and search it later. It can be simple to use. I always look for a system that you can enter a very minimal amount of information into in order to store a lead or prospect. Zoho is definitely capable of that. I have used this in conjunction with inside and outside sales teams together. It was simple enough for the inside team to look up an account that calls in to see if they've had contact with an outside rep, and vice versa. It's nice that it has a mobile app, though when I stopped using it it was still the least intuitive/useful app I had on my mobile devices.

Contras: I've used other CRMs, and I noticed that using both Zoho and another (Salesforce) it is very common to happen upon duplicate prospects in the system. It seems like the way an account is entered is not as intuitive in detecting that the account already exists. I've used others that will suggest any contact, address, phone number, name or business that already exist in the company's pipeline literally as you're typing them. With Zoho it's more like you look up each data field first on your own to be sure the account doesn't exist before entering it. That can be pretty tedious for an already tedious job like assisting our reps with data entry. The result is lost notes, because some are on one of the duplicates and some are on the other. I've seen this particular problem cause a lot of lost time and energy for outside reps in particular, who go out to an account not knowing the most up to date information about it. I also found the other tools to be less useful than in other CRMs. For instance, generating a report on your pipeline and what stage the accounts are in. Other CRMs in a similar price range are easily capable of telling a user how many prospects are in follow up or final stages of the sales process. While using Zoho, I actually tracked my pipeline on my own separately using a spreadsheet. It was easier and more intuitive than the CRM offered. Now, leading a team, I would not use this CRM and this would be a big reason why. I can't imagine trying to track the progress of our leads via a team using this CRM's tools.

"Keep your customers engaged with your business"

Comentarios: With Zoho CRM it is much faster to manage your customers, projects, and communications all in one reliable platform. Its implementation in our organization has increased our revenue geometrically.

Puntos a favor: Zoho CRM offers a feature-rich platform to engage with your customers. You can manage contacts, send mass emails, notifications, manage inventory, implement an AI assistant, and even give your customers a mobile app to stay synced.

Contras: The software can not be self-hosted on your private server.

"A functional CRM that does the basics and more, well. Fits a business of any size."

Comentarios: I think there are some very good functions and features in Zoho CRM. It is easy easy to use and also has a raft of potential add-ons in the Zoho Suite that can be used at a small cost such as Zoho Sign which is so simple to use along with Zoho Survey. It can be White Labelled which I like.

Puntos a favor: It ticks our list as a Cloud-based solution after moving from a system on a shared network drive operation. You receive quite a lot for the price. It is built around the sales funnel/channel and does this well. It gives you all the functionality within the leads or accounts fields to record meetings, interactions, emails, phone calls, emailing directly from Zoho and calling from Soho if using a VOIP system. It's actually got good 3rd party cross-functionality with 365 or G-Suite, I use the former with excellent Outlook usage.. Chat functions or messages are easy and can be linked to a client or user and sometimes are a better way to record the customer record that on ordinary business email. I have only needed to contact the support team a few times but each time has been very quick and a swift resolution. I have used some of the automated marketing features and it is definitely something that I will utilise more with any web info request funnelled to Zoho.

Contras: The UI can look a bit plain for some if you do not know how to customise. Downloading or collating data is not always straight forward. This is also to be said about uploading leads. It is not always clear which part of an upload has failed. However, when the upload does work it is a great time saver. The search function is not that intuitive; I found sometimes unless you type in an exact match it does not return anything.

"The best CRM we have use"

Comentarios: Zoho CRM help us to easily managing our customer support and interaction with customer. It is so easy to learn all the features and has help us managing leads coming from the marketing funnel.

Puntos a favor: Zoho CRM is cloud based platform, which mean it can be access from any device with internet connection. Managing a customer relationship tools like emails, quick chat, bot chat, sales call, marketing funnel and social media is very possible with Zoho CRM and the tools is well build with no problem to integrate it with third part service.

Contras: The are some bugs and glitches that are still not fixed. Sometimes, i can even login to the platform and keep showing an error for the Captcha. Other than that, the email template that are provided is difficult to edit and not many option to customized it.

"Spanish: Me Encanta!!!"

Comentarios: Es excelente es mi software que contabilidad que uso, me encanta todas las funcionalidades, envía correos automáticos a mis clientes con sus facturas mensuales, puedo descansar tranquilo de que la contabilidad y mis cobros a clientes están muy bien gestionados con Zoho Invoice

Puntos a favor: Amo completamente este software es el mejor del mundo entero, tiene muchas posibilidades de personalización, los precios son muy buenos

Contras: Más integración con pagos en Colombia para poder enviar cobros a clientes

"Interesante pero inconcluso"

Comentarios: Me organizó el trabajo de manera eficiente a pesar del volumen alto en requerimientos. De todas maneras no termina siendo indispensable.

Puntos a favor: Realmente abarca el 100% de los tipos de gestión a dar seguimiento.

Contras: El nombre de algunos estados resulta un poco confuso.

"La comunicación en un solo lugar"

Comentarios: Estupenda experiencia para el análisis de la estrategia digital empleada.

Puntos a favor: Zoho permite unificar la estrategia digital, tener convergencia de escenarios y datos para interpretar el mercado de acción.

Contras: Me parece que no tiene contras el producto, se ubica en las necesidades del mundo moderno de los usuarios.

"Es genial en todo los sentido ZOHO ONE"

Comentarios: Muchas Gestiones de las herramienta son francamente geniales .

Puntos a favor: la rapidez en sus aplicaciones ,Software empresarial integrado, inteligente y personalizable

Contras: he notado la rapidez y flujo de trabajo

"ZOHO"

Comentarios: Se tiene mayor conocimiento de como se cumplen las metas y los indicadores de productividad.

Puntos a favor: Es un sistema que te permite tener una mejor interacción con tus clientes y usuarios, permite automatizar y mejorar muchos de los procesos de las empresas.

Contras: Es un poco difícil de operar, configurar e instalar, podría ser más intuitivo en su uso diario para el usuario final.

"Zoho CRM es una herramienta completa"

Comentarios: Utilizar Zoho en fue muy bueno, pude ayudar a mis clientes en sus necesidades.

Puntos a favor: Lo que realmente me a gustado es que ofrece una gran cantidad de funcionalidades para ventas, marketing, servicio al cliente, gestión de inventarios y otros mas.

Contras: Creo que lo que juega un poco en contra es en los planes que brinda, debería haber más opciones en los planes de 12 dólares.
hay otras empresas que brindan mas herramientas en esta parte.

"Organización y Gestión"

Comentarios: Es muy importante que el entorno de la plataforma sea amigable para su utilización, lo cual fue encontrado en Zoho.

Puntos a favor: CRM de Clientes muy completo y con automatizaciones que permiten dar seguimiento a las ventas que se realizan además de la categorización de prospectos.

Contras: No encontré, pero no pude usar el módulo de gamificación ni tampoco de llamadas integrado a la plataforma.

"Desarrollo de proyectos"

Comentarios: Todo muy bien. Muy util

Puntos a favor: Tienen muy buena ntegración con toda la plaaforma de ZOHO

Contras: Un poco sofisticado los lenguajes del sistema

"Zoho buena herramienta"

Comentarios: Fácil de manejar, Herramienta Útil, reportes a la mano

Puntos a favor: La facilidad para manejar los clientes y las bases de datos, la creación de informes es muy practica y completa, es una herramienta que se acomoda a cualquier tipo de empresa

Contras: Realmente me gusta la herramienta en general, es útil, me gustaría que se pudiera integrar con whatsapp

"Excelente"

Comentarios: Muy bueno y rápido a la hora de crear y mostrar información

Puntos a favor: Un sistema CRM muy completo y amigable con el usuario dónde integra todas las capacidades de un CRM

Contras: Le falta complementos de idioma dónde no todos los usuarios conocen y difícil usar las herramientas de manera correcta

"No es el mejor CRM del mercado"

Puntos a favor: No es el mejor CRM del mercado, pero si puedes comenzar con él.

Contras: Atención al cliente deficiente. No dan servicio en español.

"De los mejores CRM"

Comentarios: Muy sencillo de usar, carga rápido, tiene excelente integración con otros servicios y zoho ofrece un gran soporte.

Puntos a favor: Me encanta que económicamente es accesible. Su curva de aprendizaje es baja, no ofrece una complejidad como otros CRM del mercado.

Contras: Realmente hay muy poco que no me guste de este CRM, estoy más que satisfecho por lo que ofrece a mi pequeño negocio.

"Observaciones"

Comentarios: Crear contenido para redes

Puntos a favor: La rapidez al recibir mails en mi trabajo

Contras: No puedo descargar archivos desde mi teléfono

"Reseña Zoho"

Comentarios: Completamente a gusto con el producto, agradezco que lo hayan puesto en el mercado.

Puntos a favor: Es muy fácil de utilizar este producto. Realmente efectivo

Contras: Tal vez me gustaría un poco más de facilidad a la hora de utilizarlo.

"Buen inicio"

Comentarios: No es el mejor crm pero si puedes iniciar con el

Puntos a favor: Puedes crear un flujo de negocio con facilidad y asignar tareas

Contras: En ocasiones tiene limitantes y la atención del equipo no siempre es la adecuada

"Zoho"

Comentarios: En general, lo considero bueno, pero en cuanto a los demas complementos no esta adaptado para su uso en México, especialmente el módulo de finanzas

Puntos a favor: Funcionalidad y Complementos que se ofrecieron

Contras: Requiere especializacion para su uso, y el soporte es en inglés

"Zoho CRM , Versátilidad.....!"

Puntos a favor: Es una herramienta que a nivel empresarial , resulta ser bastante atractiva por todas las prestaciones que brinda a nivel de organización y gestión de casos , historial de eventos , documentación , asignación de tareas , notificaciones , entre otros aspectos.

Contras: Me gustaría que la funcionalidad de notificaciones de nuevos eventos, se hiciera de tal manera que el usuario no la dejara pasar por alto. ¡Se observa frecuentemente que los usuarios finales que hacen uso de la herramienta, hacen caso omiso a las nuevas actualizaciones de eventos en las notificaciones por ser algo no tan puntual o llamativo y esto genera perdida en la transmisión de la información y continuidad en los procesos que se administran con dicha herramienta...!