Zoho” With the team they have, the knowledge of each, the promptness of responding, the professionalism in which each one has shown to me , right along with the patience with someone who has been in business over 30yrs both as employee on into the purchase of, staying in the old style of Salesmanship, the older methods of scaling & outdated technology, ( that while worked). Was proven by ZOHO CRM that it was time to accept & learn the technology at our fingertips today. Pleasantly simple to understand and navigate even for the smallest business out there today that wants to scale & keep their business in the market. I also suppose up to the most demanding of businesses. From someone as small as I, to the largest most prestigious U. S. based or international. My strong opinion is that ZOHO CRM will be the most important, and effective tool one will need.

Unfortunately the corporation I work for is opting to switch from a working system to this cheap not working system. I used to be able to use my company’s crm to create customer profiles and log activity easily and it was super nice with a map that came up with the customers displayed on a map and you can click on it and it would take you to the profile and see and record information easily. But now we use Zoho and there is options to make customer leads but none of the buttons work. The display is ridiculously confusing. There is a map but it pops up as a mini window that you can’t change size which is so irritating to use on a phone or tablet. Seems like this was developed to be used as a webpage and they made an app and released it without ever doing any testing because something will not work on the webpage and link you to the app but then when it opens says there is a error in the link and to link you back to the web page and it’s error there too. Just an absolute cluster of bugs, glitches, errors, and functions that do not work together. My coworkers are refusing to even try to figure it out. I am still trying because I actually want to keep a record of my customers but I now have to supplement this app with also writing everything with pen and paper. I don’t know how this app has this good of reviews. Probably has a lot of paid for reviews. It’s really not worth it. Your employees will probably not use it at all. Speaking as someone who actually has been forced to use zoho crm.

We have used multiple CRM’s for our business including Salesforce, HubSpot, Dynamics 365 Sales and Zoho CRM. Out of all these companies, Zoho seems to actually care about their customers, probably because they aren’t answering to shareholders. We found Zoho easier to setup, more streamlined, and have more features and automations than the competition. The mobile app is very intuitive and easy to navigate. We compared this most to Microsoft Sales CRM and Zoho just is on another level. In addition Zoho has offered the most robust support. Some of these competitors offer absolutely no support and direct you to a ridiculously overpriced “partner”. The additional features such as customer and vendor portals makes our small team seem like a Fortune 500 company and helps us win more business.

I was recently hired as a Senior Account Executive and had never worked with Zoho before. I was pretty much thrown into the fire and told to figure it out in how I can organize leads, potentials, proposals, and calendars. Well, Zoho is not only easy to figure out, it has every component I would have used separately. For example if I want to see how many accounts are in proposal state and what the quotes are, it’ll show me the potential for conversion. I can also set meeting reminders, call back reminders, and assign tasks to employees.Zoho is a tool that I highly recommend to anyone needed client management. Simple and fabulous!