Zoho CRM - Sales & Marketing

Everything is possible with some help of workflows and function. A lot of integrations ready to use out of the box.

This doesn't do it for me, not clear and easy to use

Bra Crm app har allt man behöver Funkar kanon

Many of the UI elements haven’t been designed with small screens in mind. Important info is often truncated, creating a usability nightmare. We tried to implement a system where my boss could approve orders on the road from his phone, but it was entirely unworkable due to the UI limitations, as one example. Also I’ve been having trouble pulling up products from our catalog. Ours is small enough that it should be easy to download the entire thing to the device, if there’s an option to do so, I haven’t found it. Same with our list of accounts and leads.

It's a CRM but no place to add Leads? What's up with that?

Links hardly ever work, the search function is questionable and rarely shows the right lookups, even when spelled exactly as it should be, and many modules outright do not work. I have no issues with the we based CRM but the app needs some significant work.

We have be able to get to the five major countries of the world, etc Nigeria Kenya UAE Vietnam and Cambodia , and we are still growing, the future of our company is bright, therefore we call on investors to join us now. Sincerely, Walter Coleman Chairman Caodv.com

Zoho has serious problem with usability, UI/UX design and documentation to begin with. Couple that with weaker functionality than their competition, and you don’t exactly have a match made in heaven. What they have going for them is a huge mix of business apps which are okay and when bundled, they’re really cheap. Music to many small business owners’ ears. But app functionality is worse still! This CRM app, for example, doesn’t even allow the editing of much basic contact info. Why exactly to business users need a CRM mobile or tablet app? Right! So they can use it on the go. This app fails on that front. You’re better off just accessing the apps in the browser. You need Internet access anyway.

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.

Old app used to work fine. After downloading this new upgrade, get a persistent screen “no internet connection” and cannot move past it. Checked internet, that isn’t an issue. Old app worked fine immediately before this upgrade. Zoho, you can do better. Productivity drain.