Opiniones de Zoho CRM

"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...!

"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

"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

"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.

"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

"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

"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

"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.

"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.

"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

"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.

"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.

"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

"Mi experiencia en Zoho CRM"

Comentarios: Generalmente Zoho CRM es una buena aplicación que no es cara y es sumamente fácil de utilizar.

Puntos a favor: Desde hace cuatro años yo y mi equipo utilizamos Zoho CRM para sin fines de lucros lo cual tenemos una membresía totalmente gratis. Nuestra experiencia es sumamente buena y estamos felices de decirle que pueden usarla para todo tipo de trabajo ya que el software es sumamente fácil y no necesitan de mucho entrenamiento.

Contras: Todas las funciones son excelente. No tengo ninguna opinión en contra.

"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.

"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

"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.

"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.

"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.

"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.

"Zoho One User"

Comentarios: As time progressed my vision has clarified on what I’d like Zoho to do for me. Click a button, send a quote, and simultaneously send me an email for parts and products to send to my distribution vendors for shipping. I can have that all tied into Zoho Books if I want, but we have not looked at Books as of yet. We're going to be utilizing the marketing campaign in the near future. Currently we're utilizing Zoho Sign (DocuSign) for contracts and we're utilizing Workspace (Share Point) where we have a collaborative repository for training materials spreadsheets for our projects that we want to keep track of anything we want to share amongst ourselves that's what we use.

Puntos a favor: As advertised, you can run your entire organization from this enterprise platform that being Zoho One.
We heavily use the CRM for generating quotes emailing templates email and quotes and proposals and contact management.

Contras: Each module can speak to another but on a very limited basis directly out of the box. You'll need to customize each modules ability to speak to each other in the manner you want. This will take some time for you to discover.. be patient, the product is not a "Magic Genie" but could be when you program it to be.
You'll discover what you need and want as your use and familiarity increase. I recommend paying for the support from Zoho, it's not expensive if you don't have a lot of people, it's a percentage of your overall licensing fee. You can use the Zoho one support crew to give you any assistance that you need. There are two levels of support you can choose a Zoho partner who has business sense and understands how you're going to use your Zoho product. These Partners are sharp, intelligent groups and know what their doing. Consequently your pricing matches their experience.
the Zoho support group has no business sense they're not intuitive they will fix whatever problem you have they will answer your questions, but they do not have business insight

"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.

"Zoho CRM could be the next best thing!"

Comentarios: Getting ZOHO up and running took a bit of time, but their live chat, email support and YouTube channel made the process very simple. Overall, we are very pleased with ZOHO CRM. It is the best all in one platform.

Puntos a favor: I love that you pay for ZOHO and get a massive amount of value. You get a CRM, Project Management, Web Analytics, Live Chat for your website or App, Accounting Software etc.

Contras: All the features are good. However, some need to be improved. In 2021 you are competing against other products that are just doing one thing and doing that beautifully. I am pleased by the amount of functionality they give you and that is why my review has a 4/5. It can be better and I am hopeful that it will be improved.

"CRM for Small Business"

Comentarios: Overall Experience is Very Good. We are happy with the product. We had our doubt while purchasing but now we are glad we did. And Zoho is developing, introducing new features every now and then. Very Nice

Puntos a favor: 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

Contras: 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.

"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.