Zoho CRM - Sales & Marketing 4+

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!

Zoho has been part of the CRM revolution with an app and service that has potential.

The latest update seems not to fix any issues, but made things worse: One thing I’ve noticed is that it’s not saving the data properly. This is very frustrating, especially after working for hours on gathering leads and accounts information - you go and enter the data, hit save and call it a night. When you come back to resume where you left off or you need to go back and retrieve the data: it’s not there. You only find what you’ve entered the first time you created the item months ago, and not what you’ve entered and updated since.

Another downfall is trying to export all your data from Zoho CRM to Outlook. ‘Cause let’s face it: one can not rely on your data being 100% safe and accessible anywhere. You always must have a back up. But the problem here is that when you export from Zoho CRM to Outlook: the data doesn’t appear in the fields where they supposed to be. It’s all scattered in odd fields, even the most basic info like a company’s address or phone number, making the whole thing useless. It just needs a much better Outlook integration.

It leaves you to think: If this basic CRM plan is unreliable, you think I’ll want to upgrade to the next tiers??

This is why I give the app a two-star rating, which means that Zoho Corp has more and better work to do.

I can’t tell you how impressed I am as a business owner with Zoho. I am not IT, but most of even complex options I can do with the help of their support. The program itself is beyond solid, it has dozens of practical partner programs (we use salesiq, forms and others), but the most important feature is their customer service. Always someone available within seconds through phone and chat. Always quick to help and solve. It’s a beast of a program but it has to be so it does everything we need and then some.