Zoho CRMのレビュー

ZohoCRMについて

製品を使ってみた感想： 元々の業務をExcelで運用していたところがあり、顧客管理などをZohoへ移行したことで楽になった。

良いポイント:

サービス名にＣＲＭと入っているだけに、顧客管理やリード管理などの基本機能はそこそこ使えると思う。但し、項目設定などにやや自由度が低い面があり、会社の業務にはまる機能と使えない機能が存在する。そこがやや残念だ。

改善してほしい点:

ＧＵＩ画面の操作性を改善して欲しい。とにかく使いにくい。

Your clients in the cloud

製品を使ってみた感想： In my organization we need to have access to our customers' information, anywhere, so we think we should migrate everything to Cloud, and Zoho helped us to do it quickly and easily.

良いポイント:

Easy, everything is everywhere, easy to access even from the cell phone, it is incredible that all the information is online. It helped me a lot not to depend on sitting in the office to work.

改善してほしい点:

It can be adapted for all companies, however for Latin America and certain information such as the NIT field that is not found but solve it by generating an alphanumeric field

Happy with Zoho - My company perfomance increased

製品を使ってみた感想： As a satisfied Zoho CRM user, I can confidently say that the platform has exceeded my expectations. Its intuitive interface makes it incredibly easy to navigate, even for those new to CRM systems. The customization options allow us to tailor the software precisely to our business needs, from custom fields to automated workflows. Integration with other tools, like our email and marketing platforms, is seamless, ensuring a smooth flow of information across our systems. The customer support team is responsive and knowledgeable, always ready to assist with any queries or issues. Overall, Zoho CRM has streamlined our operations, enhanced our sales tracking, and improved our customer relationships. It offers great value for its price, and I highly recommend it to any business looking to optimize their CRM processes.

良いポイント:

The customization options allow us to tailor the software precisely to our business needs, from custom fields to automated workflows. Integration with other tools, like our email and marketing platforms, is seamless, ensuring a smooth flow of information across our systems. The customer support team is responsive and knowledgeable, always ready to assist with any queries or issues.

改善してほしい点:

the packages are not that flexible, more especially for. us small compannies

Zoho CRM Missing the Relationship in CRM

製品を使ってみた感想： Frustrating at best. If you like hitting your head against a wall time and time again to see if you could possibly make something work - this may be your platform. I swear if I hear "sorry for the inconvenience" one more time after it took 4 weeks to resolve an issue - that has never been resolved I will scream. This last issue is why I am actively looking for a new CRM / ATS Manager - my contract expires in September and will not be renewed.

良いポイント:

I liked the ZOHO ONE package, having everything in one place. What I ended up with after 5 years is a system that held data I couldn't use and what I could possibly use, there were such limitations it was impossible.

改善してほしい点:

They keep re-inventing the wheel without making sure they have their products solid, this has resulted in a proverbial "dogs breakfast" of apps that don't relate properly rendering ZOHO just a waste of time and money

Zoho CRM allows for customization and effective lead handling.

製品を使ってみた感想： For the most part, Zoho CRM is a functional program that will allow a company to set up a system that works, without breaking the bank.

良いポイント:

Zhoh CRM is fairly easy to use and set-up. As with any CRM there will be areas where you wish it could do more, but overall it does what it needs to do to be a decent CRM.

改善してほしい点:

There are not as many places that you can customize the areas you would like. It makes it a little frustrating at times. Also, there are functions that have been asked for for years from the community that still have not been implemented.

Looking for endless possibilities to elevate your business? Let me hook you up with Zoho CRM

製品を使ってみた感想： We are grateful to have shifted from mundane spreadsheets into Zoho CRM. It has propelled our sales operations and enabled us to interact and connect with our customers without any hitches

良いポイント:

It is the dream of every business to have a tool or rather software that streamlines and optimizes daily operations. Zoho CRM is our go to tool. At an unbeatable price and with no hidden charges we get to enjoy its intuitive UI and sturdy features. During implementation and deployment of Zoho CRM I realized that the migration of our customer,sales and business data from our then solution to Zoho CRM happened soo effortless and with just a few clicks we were done. Even while an of our teams is working remotely, Zoho CRM ensures that there are no challenges of accessing customer information. It ensures boundless access to customer data at any time from their mobile devices and that way it keeps them on the go to continue with business proceeds and close those deals. Zoho CRM brings the two main business processes into a single place ie customers and sales management which has enabled us to optimize these operations meaningfully. Zoho CRM is adorned with reliable and highly advanced security features which protect our data from unauthorized access. Encryptions and audit logs have been very invaluable and convenient

改善してほしい点:

Zoho CRM delivers impeccable customization possibilities, ease of use, excellent battalion of customer support and a reliable and functional feature range.

ZOHO CRM experience in Construction industry

製品を使ってみた感想： Overall, my experience with Zoho CRM has been positive. The platform's customizability and integration capabilities make it a robust choice for businesses looking to streamline their customer relationship management. While there are areas that could benefit from improvement, particularly in customer support and mobile functionality, Zoho CRM's extensive feature set and cost-effectiveness make it a compelling option for organizations of all sizes

良いポイント:

Zoho CRM offers a lot of customization options allowing business to tailor it based on needs. This included extra fields, layouts, modules, and reports. It has a user-friendly interface that can be easily configured with easy accessibility to all information with simple clicks. It has good integration capabilities with other applications with free and paid add-ons. Cost is acceptable compared to other competitive software and has variety of options based on the level of functionalities needed.

改善してほしい点:

Some advanced features are not easy to implement and require certain knowledge and skills to be configured. Based on the license level, some customer support is not the best experience you look for in a cloud solution. Mobile app is missing some of the main features that are needed to have access to CRM information.

Take a close look at Zoho CRM

製品を使ってみた感想： I'm satisfied ☺️ it's a good back up for a business in my opinion

良いポイント:

Very easy to use and it's a great value overall

改善してほしい点:

That it will not sync with my email. I need to utilize a separate email method

Zoho review

製品を使ってみた感想： It was good experience as lead management and nurturing was east

良いポイント:

Filtering of leads and it is userfriendly product

改善してほしい点:

It is not suitable for small business as bit costly

Zoho Recruit eatssss

製品を使ってみた感想： My experience with Zoe has been great everything is so easy to start once you get over the learning curve it fits with all of your needs for your business especially me and my call-center

良いポイント:

Omg i love zoho crm. I run a virtual call center and its the ONLY tool that does it efficiently to recruit agents. I integrate with so much of what I need and i love that they have mobile friendly option

改善してほしい点:

Zoho itself does have a bit of a learning curve that you have to get used to but if you keep at it itll be the best tool you've found.

Zoho CRM Review

製品を使ってみた感想： My overall experience with Zoho CRM was positive. The platform offered a wide range of features that were essential for managing customer relationships, tracking sales, and improving workflow efficiency. I found it to be very customizable, which allowed me to tailor it to specific business needs.

良いポイント:

What I liked most about Zoho CRM is its user-friendly interface and customizable features. The ability to tailor the platform to specific business needs, such as automating workflows and creating custom reports, made it very efficient. I also appreciated the integration with various third-party apps, which streamlined processes and enhanced productivity.

改善してほしい点:

What I liked least about Zoho CRM was the occasional complexity in setting up advanced customizations. While the platform is highly customizable, some features require a steep learning curve or technical knowledge to configure properly.

Flexible CRM

製品を使ってみた感想： Overall, I enjoy using Zoho CRM. It does everything I need it to do. I still rely on other tools to schedule emails and take meeting notes, but I still track everything back to the trusty CRM. Also, their support is very sincere and helpful. They go above and beyond to ensure a problem gets fixed in a timely manner.

良いポイント:

- Very flexible and extensible. You can set up the CRM process to work just as you would like it to. - Integrates with Zoho's other tools seamlessly (Books, Sales IQ, Campaigns) - Has an excellent mobile app that can log calls and can take voice/text memos - Email tracking is built in! - Recurring tasks can be added for contacts, vendors, and opportunities

改善してほしい点:

- The UI is not great. There is too much wasted space on the screen at all times, no matter what page you are viewing. - The UI is slow. Every single action requires a new page load. - You cannot schedule emails - Incoming emails cannot be synced

Great Help Desk Solution for Small Teams

製品を使ってみた感想： Inherited Zoho Service Desk CRM for help desk tickets. If you're considering Zoho CRM because the price is right, make sure you have clear and precise department directories, support categories, clear SLAs, spelled out escalation points, and strategic auto-repliers and boiler plate email templates ready. If you don't have these already pre-established sit down with staff and discuss it first. You'll be much more successful cut and pasting these into a blank system than to muddle along. At first this system was just a email inbox with useless reporting and we couldn't keep track of progress. Overtime, with tough changes we were able to modify the system to handle tickets better (between maintenance tickets, auto generated tickets, and support requests) for more accurate department reporting of urgent issues, projects, and regular requests by category.

良いポイント:

- Great ticketing / response help desk solution that's free for small IT teams - Great automation for creating special filters, automation rules, and auto replies for anything that comes across your support@ address. - Great CRM tracking for monitoring customer responses, reporting tools, SLA alerting when nearing SLA deadlines, agent tracking KPI metrics, and ticket history tracking. - Great solutions archive and knowledge base which can be added to via the ticket itself - Great notification options including (email alerts, webhook integrations, and SMS text messaging.) - Nice tools for scheduling routine maintenance tasks which appear as tickets and count towards technician KPIs (as tickets). - Very secure portal, customer portal, 2 FA authentication options, and easy to manage UI

改善してほしい点:

- Takes some time to initially setup, defaults often aren't helpful. - Hard to understand webhook integration instructions, uncertain if two-way functionality is available for a Slack integration (if so, it'll be manual). - Need to watch for mail fetching often! If you aren't getting tickets after 6 hours, mail fetching is turned off and needs to manually be reset. No polling service, or automated mail fetching ping service so you need to make sure when doing exchange maintenance to remember to start this service when stopped.

Zoho Desk - Ticketing Support

製品を使ってみた感想： We receive more than 10 tickets per day from our users, regarding support IT requests, Zoho desk has been the solution in order to have just junt software to manage all that requirements in just one place and avoid to lose that urgent requeriments in the email inbox.

良いポイント:

customizable, stability, easy to use day by day

改善してほしい点:

At the beggining is complicated to understand how to set up, specially if this is the first time you use a ticketing software.

My Favorite Email Service

製品を使ってみた感想： If you are just starting out with a business or company and you want to make your business sound more professional, you really need Zoho. I had a great experience,even signing up with multiple email addresses. Now I just have the one email address and have a professional email completely for free. However if you want to have more flexibility, you may need to consider the paid plan. There are really not many cons when it comes to Zoho.

良いポイント:

This is a free or very cheap email service depending on the plan you choose. I like this because my business is just starting out and I want to save as much as possible. Zoho is a great resource because it has all the functions I need. It integrates with my website, sends and receives emails and is fairly easy to use. It also comes with a calendar and a place to store notes and bookmarks.

改善してほしい点:

I am on the free version, which means that I can only access it on my computer device. The paid plan is really inexpensive and something worth investing in if you want to answer emails in a more timely manner. It may take a bit of time to get used to the interface if you've never used it before or you are switching from another email service.

Zoho CRM is very good, but it's not brilliant.

製品を使ってみた感想： It's very good at delivering against the key tasks of CRM, but it's not amazing. Also, it's a lot more expensive than it used to be (approx 100% more expensive now, than when I first started using it).

良いポイント:

It's relatively cheap (approx $40 per user). It does everything I need from CRM (Contact Management / Sales Pipeline Management / Sales Order Management / Invoicing) relatively well.

改善してほしい点:

The interface always has been (and seems like it will always be) a bit clunky. I've also always hated that those arriving at the early stage of the sales process (Leads) cannot automatically be moved to 'Contacts' / 'Prospects'. I find this infuriating.

Highly recommend Zoho CRM / Zoho one

製品を使ってみた感想： Its great. Getting the Zoho One pakage is the way to go which is only $40 per month and gives you over 40 Apps to run your business. and because they all talk to each other, it makes things a bit easier to manage. For example. I was using an Excel spreadsheet for contacts, accounting software for invoices, Excel for expenses, google forms for my forms, zapier for anything that didn't connect to each other, and a couple of other apps to make my business run. The accounting software I was using was $30 a month on its own. so it was worth the change for me.

良いポイント:

How i was able to capture leads from multiple sources and have them come to the one place. Having the mobile app really helps keeping track of your contacts on the go. Workflow automation saves me a tonne of time every week.

改善してほしい点:

The learning curve can be initially overwhelming.

Zoho CRM helped us greatly expand our sales capabilities

製品を使ってみた感想： Zoho CRM has had a major positive effect on expanding our sales operations. With it, we've saved a ton of working hours by automating our repetitive and time consuming tasks. It's also helped us provide a better service by setting up emails to be sent at certain times, or to send emails when our sales people couldn't get to it by a certain time. All in all, it's been an absolute treat for our operations

良いポイント:

I love the automation aspect of it. We've probably saved two or three people's worth of working hours by automating a lot of our sales processes. We have workflows to send sales emails, run campaigns, set reminders, you name it. It's made everything much more systemitized.

改善してほしい点:

The set up process is far from easy. It took us around a couple months to integrate it with everything else, set up custom properties, and educate everyone on using it confidently.

The Backbone of My Business

良いポイント:

As a Zoho One user, I love the combination of more than a dozen business tools that I've used in pieces before. Now, they are all connected and integrated. The list of functionality and critical features is so long... This is truly the backbone of my photography studio. I thought I'd just get a CRM but with the automation and interconnection between the suite components, I just dove in!

改善してほしい点:

The main gripe comes with the slow implementation of some bug fixes and shortcomings. The forums are filled with users' requests for some of the industry-standard features, to which we keep hearing "in progress" or "no timeline". Some of such discussions take months and even years... It could be that the company bit more than it could chew, as the resources on some projects surely run thin, while other projects thrive.

ZOHO ONE and ZOHO CRM

良いポイント:

Various pricing tiers, including a free version with basic features; user interface of Zoho CRM is fairly user-friendly; Great Customization options!; integrates seamlessly with other Zoho applications as well as third-party apps, such as Google Workspace, Microsoft Office 365, Zapier, and social media platforms. It also offers automation. Mobile Accessibility with the app

改善してほしい点:

Zoho CRM is user-friendly, but mastering its full range of features and customization options requires time and training, especially for users who are new to CRM software. There is limited customer support with long response times and difficulty in getting timely assistance for technical issues or queries. I personally have had a few issues with some minor glitches and the first response back is always some canned response that is annoying. After about 3 tries, they then ask you to send a video of the issue, and then MAYBE someone will help fix it all. There are still issues I am having after a year that have not been fixed, and these glitches are affecting my automation. For complex customization, may require technical expertise or assistance from Zoho's professional services, which incurs additional costs. Scalability: While Zoho CRM is suitable for small to medium-sized businesses, some larger enterprises may find its scalability limited compared to other CRM solutions on the market. Other: offline functionality of Zoho CRM is limited, which may pose challenges for users who frequently work in environments with poor or no internet connectivity.

One of the best customizable CRM

製品を使ってみた感想： Zoho has allowed us to optimize our pre-sales and sales efforts. Taking into account, the versatility of the tool to close opportunities. Additionally, we have incorporated the service delivery process using the project module for this procedure. I estimate to be using the rest of the modules of the tool, starting with emailing marketing

良いポイント:

1061/5000 Zoho CRM is the best CRM on the market for the needs of customizing a tool. From Zoho CRM you can integrate all the elements for interaction with customers or future customers. Zoho is the only tool from my experience that allows to create, through a simple algorithm and conditions, the workflow of an area. Start with a client, potential clients and opportunities. From there the flow continues according to what the company has defined. From this tool you can cover the initiatives oriented to prospects and clients: marketing, activation project, indicators, social network management, customer service, emailing marketing, inventory, human resources management, among other features. It is one of the tools that allows to start its use from the interaction of webinar It really allows to integrate the modules according to the company's need. Even. Important that prestigious organizations use this tool to manage customer requirements

改善してほしい点:

Points that could be improved from this excellent CRM tool, is to include tutorial guides, as well as include a base configuration of a CRM, that is, show an initial configuration of the use of the tool. Taking into account, simple modules to implement the tool in any organization: social networks management or emaling, capture the prospect, add opportunities, billing management, customer registration. Allow to have a Zoho advisor to implement the tool. More for the questions that may arise. Taking into account, being able to add your workflow is one of the best features of this tool, however, it would be of added value to have examples within the same tool. Allow user to do exercises of this workflow, and with this it would be easier to implement customization

Solid integration for our business needs

製品を使ってみた感想： I like getting every one of my clients and openings here, I like the "openings" area where I can utilize the kanban view to have an incredible outline of every one of my chances and I can make from here all assignments that I need to follow up and in that manner, I can't miss any of them. I like additionally the report area so my group and I can see the business wins of the month and the figure for the next months to settle on a legitimate objective. Different parts exceptionally helpful is the likelihood to coordinate with Aircall (telephone framework) and Woocommerce to get synchronize all clients subtleties. I don't care for the statement work. similarly as with the expert arrangement I can't actually tweak my statements so I need to make without anyone else. I don't have some other protests as I'm very content with it.

良いポイント:

Through Zoho CRM I am effectively overseeing asks and citations in light of the fact that through its information synchronization I stay to refresh about the main leads and about the main clients, accordingly I am better at taking care of the business pipeline. Presently I can all the more likely help my clients seven days every week and 24 hours per day through its considering administrations that additionally assists me with social affair their criticism, this information assists me with advancing acquire adjustments my items. With its shrewd calling administration, I can likewise have live talks with my clients. The fascinating thing is it's anything but an extraordinary method of overseeing various visits without a moment's delay and layout messages make more effectiveness.

改善してほしい点:

As far as task overseeing more alteration is require. The application doesn't zero in on the set of experiences, I have difficult issues about the following of the cycles and about the detailing of the past receipts. At times the product gets increasingly slow humming sound beginnings showing up on my work area.

Zoho review

良いポイント:

The best CRM for customization. Incorporate every one of the components of client/prospect association. Work process Tools that location: advertising, projects, social, client care, messaging showcasing, stock, HR the board, and so on Track connection from online courses. Different modules to address organization needs. Past the fundamentals of contact the board, work processes and custom fields. Particularly simple to track down correspondences. Know where you stand with leads, arrangements and clients. Matches up with other Zoho items, as well as numerous outer frameworks, for an associated work process. Accessible API for making custom application combinations. A clear method for making custom work processes and endorsements with Blueprint Strong interaction the executives and mechanization. Self-administration entries add to the force of the CRM. Various Zoho valuing plans/levels let you scale to your requirements. Zoho One is a straightforward and reasonable across-the-board arrangement. Zoho is reliably working on their items. Phenomenal obligation to item plan and usefulness. Zoho reacts to input. Sound suggestions advance into Zoho items. Exceptionally instinctive and simple to utilize. The best CRM for the cash. The best CRM I've at any point seen and I've attempted them all. Valued far beneath the opposition. Incredibly easy to add and design outsider incorporations Zoho will indulge you. Maybe great client service. New elements and updates constantly. No restrictio

改善してほしい点:

Instructional exercises need improvement. Questions are emerging during the execution that you should involve a Zoho guide for. Coordinating can be confounded, and not predictable. A portion of the items is not at a similar degree of cleanliness as Zoho CRM. The AI collaborator doesn't appear to add a great deal of significant worth. Need to have an Internet association. Membership evaluation is per client versus gatherings of 5 - 10 clients. There are highlights you'll need in Zoho One. Support has immensely improved, however it relies upon who you get on the web. Observe documentation and help recordings confounding and excessively specialized now and again. You want a reasonable comprehension of your requirements to distinguish which Zoho modules will meet them. Occasions (arrangements) are consequently set apart as shut when the date shows up. Need to see what my colleagues see on other clients' schedules. Booking a call is lumbering Updates need more choices like a multi-week, fourteen days, and so forth The Fonts are too large and need to see more on a page. Need a superior method for getting support quicker. Expecting bookkeeping elements and schedule sees Anticipating a visit bot Structures are not greeting pages Searching for unknown prospecting without the need to begin a talk. Absence of record following for recommendations/introductions. Needs inside deals apparatuses for mechanization.

CRM tools that worked

製品を使ってみた感想： All the years of experience with Zoho CRM has been wonderful and has helped our sales and marketing team to manage our lead and new client.

良いポイント:

It's been a terrific experience thus far. Getting help from their customer service team via quick chat, some of whom are pretty helpful and educated, is probably the best option. The only way to resolve some problems is to make a phone call, but that's not an option here. Inconvenient as it may sound, callbacks are available, but they may be a pain when the person you're calling has already made an effort to do so. Email correspondence, on the other hand, may go on for days before things are resolved.

改善してほしい点:

There are moments when I get confused about the platform since it's so complicated to configure and figure out various aspects. To me, they appear to be copying Google Workspace, but I like it. I'd love it if I could make my email software look and work just like Gmail. In addition, I'd like to see additional video lessons on the site. Because of its enormous scope, it needs a team with deep expertise to implement it effectively.

Outstanding CRM Solution

良いポイント:

I have had the pleasure of using ZOHO CRM for the past year, and I must say, it has been an outstanding experience. ZOHO CRM has not only streamlined our sales and customer management processes but has also significantly improved our overall efficiency.One of the standout features of ZOHO CRM is its user-friendly interface. Setting up the system was a breeze, and the customizable dashboards allowed us to tailor the platform to our specific needs. This flexibility was a game-changer for our team, as it ensured we could focus on what matters most - building and maintaining strong customer relationships.The automation tools in ZOHO CRM have been a time-saver. We were able to automate repetitive tasks, such as lead assignment and follow-up emails, allowing our sales team to concentrate on closing deals. The system's analytics and reporting capabilities are robust and provided invaluable insights into our sales pipeline and customer behavior.Collaboration within our team improved significantly due to the shared calendar and task management features. This made it easy for everyone to stay on the same page, even when working remotely.ZOHO's customer support has been top-notch. They are responsive, knowledgeable, and ready to assist with any issues or questions that arise.Overall, ZOHO CRM has transformed the way we manage customer relationships and sales. It's a powerful, intuitive, and customizable solution that I would highly recommend

改善してほしい点:

One aspect of ZOHO CRM that some users may find less favorable is its pricing structure. While it offers a free version and various pricing tiers, the cost can add up, especially if you require advanced features or have a larger team. Additionally, some users have mentioned that the learning curve can be steep for complex customizations, so it may not be the best choice for those seeking a simpler out-of-the-box solution. However, these drawbacks should be weighed against the platform's benefits and how well it aligns with your business needs.