Zoho CRMとは

Zoho CRMは、包括的な顧客関係ライフサイクル管理ソリューションを企業に提供します。

Zoho CRMの詳細

良いポイント:

I like that it is very flexible, there are many customization possible and the customer support is great.

改善してほしい点:

The programming language for the custom functions. Also the Document merge function, lack of fonts, merging wrong characters sometime.

Zoho CRMの評価

評価ポイント

使いやすさ
4.1
カスタマーサービス
4.1
機能
4.2
価格の妥当性
4.3

おすすめ度

7.9/10

Zoho CRMの総合評価は4.3/5星です。 (キャプテラに寄せられた6,142件のレビューより集計)。

Zoho CRMを使用したことがありますか?

あなたのレビューを投稿しませんか?

レビューを絞り込む (6,142件)

Duncan
Duncan
SVP
認証済みLinkedInユーザー
銀行, 2-10の従業員数
ツール使用期間: 1年以上
投稿者のソース

No frills - and it shows

3.0 3 年前
動画プレイヤーで日本語字幕を表示できます
Jigyasa
Jigyasa
インドのSAP Consultant
認証済みLinkedInユーザー
情報技術、情報サービス, 10,000+の従業員数
ツール使用期間: 2年以上
投稿者のソース

Zoho CRM

5.0 2 か月前 新着

良いポイント:

Great Product Zoho CRM. Highly recommended for newly setup business.Budget friendly.

改善してほしい点:

Data sync from multiple sources makes processes slow.

Kurien
アメリカのOwner
マーケティング、広告, 11-50の従業員数
ツール使用期間: 1年以上
投稿者のソース

検討した類似製品:

Robust CRM, Great Value

5.0 2 か月前 新着

製品を使ってみた感想: Overall good experience. But do suggest the offer higher limits for customization and options such as Zoho Campaigns etc.

良いポイント:

Easy to use every day, and options are simple to manage.

改善してほしい点:

Customizations can be tricky, and it does have certain limits that you will need to increase, but Zoho support is great to work with.

Maurice
Maurice
オランダのMarketeer
認証済みLinkedInユーザー
マーケティング、広告, 自営業
ツール使用期間: 1~5か月
投稿者のソース

Zoho CRM is a professional, full scale business solution for online professionals!

3.0 2 か月前 新着

製品を使ってみた感想: Working in the Zoho environment was easy. Everything has a nice consistent feel and good layout. I could imagine this being a good choice if you want to switch to an all-in-one business solution.

良いポイント:

The option to switch to a full-fledged online business software suite is a great plus. If you are on the lookout for more software in the feature that integrates well with Zoho, you can find all that in their complete suite.

改善してほしい点:

Some features, like filtering and layout adjustments, are only available in the paid version. Not a huge dealbreaker, but something to consider.

john
英国のDirector
マーケティング、広告, 2-10の従業員数
ツール使用期間: 2年以上
投稿者のソース

検討した類似製品:

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

4.0 4 か月前

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.

Ron
アメリカのOwner
法律サービス, 自営業
ツール使用期間: 1~5か月
投稿者のソース

Excellent Mobile App Experience

5.0 4 週間前 新着

製品を使ってみた感想: I am able to manage my sales prospects and contacts in a way that allows me to be effective in the field in a sales rep capacity while not chained to a desk using a full desktop browser version of the site.

良いポイント:

So as a solopreneur who generally operates in a sales capacity, a robust and functional mobile app experience is critical for me. So many CRMs really drop the ball here and have an app with such reduced functionality that it's not very valuable in the field away from access to the desktop app. But Zoho has don an excellent job of maintaining a lot of functionality in the app and that was a primary consideration in my choice.

改善してほしい点:

The deep customizability of the app is both a blessing and a curse, because there is a bit of a learning curve and upfront investment of time to get the most out of the CRM

認証済みレビュアー
インドのDevOps Enginner
認証済みLinkedInユーザー
情報技術、情報サービス, 2-10の従業員数
ツール使用期間: 2年以上
投稿者のソース

All in one CRM solution tool

4.0 先月 新着

良いポイント:

I have more than 118+ clients. Managing their records, licences, invoices,, credits, emails marketing, campaign and also Sprint tool that help you launch the tool like kanban. This is the most inexpensive CRM tool for sure

改善してほしい点:

So, when you need some customisation with the features, you get limited options unless you hire a Zoho developer and get it customise for your need. The customer support won't do that for you.

Amardeep
英国のCall centre
公共施設, 501-1,000の従業員数
ツール使用期間: 2年以上
投稿者のソース

What is so good about Zoho CRM

4.0 2 か月前 新着

良いポイント:

The features I found to.be impactful are thr lead qualification, data export and contact database. Having these features is what makes this software worthwhile, and is so simple to use.

改善してほしい点:

The downside is that it can crash at times, and can be really slow. As we need to.contact clients on a daily basis, we need their information, and when it crashes it causes inconvenience for use.

Shanker
Shanker
インドのCISO
認証済みLinkedInユーザー
金融サービス, 10,000+の従業員数
ツール使用期間: 2年以上
投稿者のソース

Best CRM product for mid size organizations

5.0 先月 新着

製品を使ってみた感想: Excellent product and must say very user friendly and best for the Organization who deals with lot of Customer information in and out

良いポイント:

Easy to use, Deployment is easy, Integration can be done with in house apps, Dashboard is good, different roles available, we use for CRM, lead management and customer support. We are using since more than 5 years now as Zoho Enterprise license. Zoho wrapper api functionality is good. Solution uptime is good. Licensing policy is also good. Data center is also now in India

改善してほしい点:

Technical support need to be improved. New Product features need to be rollout quickly based on customer feedback . Security features need enhancement.

認証済みレビュアー
インドのWeb marketing
認証済みLinkedInユーザー
市場調査, 51-200の従業員数
ツール使用期間: 2年以上
投稿者のソース

""""Best CRM Software for all your need""""

4.0 2 か月前 新着

良いポイント:

Using it easy managing contact, lead generating, And keeping tab of social marketing , etc. User interface is simple easy to understand.

改善してほしい点:

I have zero dislike for this awesome CRM software by zoho.

Juan Carlos
Juan Carlos
エクアドルのQuality
認証済みLinkedInユーザー
石油、エネルギー, 自営業
ツール使用期間: 2年以上
投稿者のソース

Zoho CRM best for free!!

4.0 先週 新着

良いポイント:

If you're starting at CRM universe, is the best application, you can try all it's funcionalities for free-trial

改善してほしい点:

It's very confusing to set it up, their support is bad and give you no solutions

Aminuddin
Aminuddin
マレーシアのInformation Technology Manager
認証済みLinkedInユーザー
通信, 1,001-5,000の従業員数
ツール使用期間: 2年以上
投稿者のソース

The best CRM we have use

5.0 2 年前

製品を使ってみた感想: 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.

良いポイント:

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.

改善してほしい点:

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.

Damian
Damian
英国のConsultant
認証済みLinkedInユーザー
経営コンサルティング, 11-50の従業員数
ツール使用期間: 2年以上
投稿者のソース

A functional CRM that does the basics and more, well. Fits a business of any size.

4.0 2 年前

製品を使ってみた感想: 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.

良いポイント:

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.

改善してほしい点:

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.

Kelly M
Kelly M
アメリカのSystem Engineer
認証済みLinkedInユーザー
情報技術、情報サービス, 10,000+の従業員数
ツール使用期間: 2年以上
投稿者のソース

Easy to use, monitor leads and manage team assignments

4.0 9 か月前

製品を使ってみた感想: As a less expensive option, this is what I recommend to all of my clients. If you're comfortable with the platform, it will serve you for the rest of your life. It's been a wonderful experience. You may receive answers quickly and easily by chatting with a member of their chat support team.

良いポイント:

Zoho is a good alternative for clients who don't want to shell out money for Google Workspace. It accomplishes its purpose. My satisfaction with their efforts is based on the fact that they are attempting to make their platform accessible to everyone. Much of it is configurable and we were able to put it up 90% of the way we wanted. It's a breeze to use and keep track of.

改善してほしい点:

I'd like it if the platform's many sections were made a little easier to configure and understand. In my opinion, they are attempting to mimic Google Workspace, although I am more familiar with Google Workspace's features. I'd love it if I could make my email software look and work just like gmail.

Nabin
Nabin
ネパールのCEO
認証済みLinkedInユーザー
コンピュータ・ソフトウェア, 51-200の従業員数
ツール使用期間: 2年以上
投稿者のソース

検討した類似製品:

Keep your customers engaged with your business

5.0 2 年前

製品を使ってみた感想: 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.

良いポイント:

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.

改善してほしい点:

The software can not be self-hosted on your private server.

Balaji
アメリカのAssociate Manager - Program Management
バイオテクノロジー, 5,001-10,000の従業員数
ツール使用期間: 1年以上
投稿者のソース

検討した類似製品:

A smart tool to mange your CRM data

4.0 6 か月前

製品を使ってみた感想: Its a great tool, initially we are much favor of using this platform, but over a period of time, we are not able to work with out Zoho tool. We were dependent on multiple tools to manage our data and the Zoho platform has come as a great support.

良いポイント:

The new analytics feature is one of the great option which helps us to visualize the details in a pictorial format like graphs, chart etc. The huge number of customized filed allowed by the platform make us agile in presenting and managing the data. Predefined reports is a plus and it reduce the TAT of creating everything from the scratch.

改善してほしい点:

For some reason, I am not a great fan of new reports creation flow. The old ways of creating the reports has 2 columns and we can chose what we need and what we don't. Now also we have the same concept but in a parent and child flow. May be we are used to the old workflow and it might take for us to get used to the new reports.

Tyagarajan
インドのCEO / Governing Board Member
非営利団体運営, 51-200の従業員数
ツール使用期間: 2年以上
投稿者のソース

検討した類似製品:

Zoho CRM for non profit animal welfare organisation -rescue, hospital and shelter management

5.0 9 か月前

製品を使ってみた感想: The entire operations of our non profit are managed with Zoho CRM Enterprise Edition. The user experience based on feedback from 50plus users has been very balanced. Of course not every need can be met but the use-case to product fit is quite high at over 95%

良いポイント:

Incredibly flexible Allows a great deal of customisation to suit nearly any requirement a non profit can have User friendly Drag and drop customisation makes it easy to administer Deploying new features in a design done over 2 years ago is still a breeze Minimal deluge coding needed to achieve new functions not natively supported in configuration

改善してほしい点:

Having to use multiple satellite products like Zoho forms, Zoho campaigns, Zoho analytics though most of these are available natively in Zoho CRM are rudimentary. It’s a commercial decision of Zoho but not an unreasonable one. The integration set ups between these satellite systems are quite easy but still needs learning a different UI as it’s vastly different from the CRM UI.

David
メキシコのIT Manager
情報技術、情報サービス, 51-200の従業員数
ツール使用期間: 2年以上
投稿者のソース

検討した類似製品:

Zoho Desk - Ticketing Support

5.0 3 年前

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.

Claire
ポルトガルのDirector
レジャー、旅行、観光, 2-10の従業員数
ツール使用期間: 6~12か月
投稿者のソース

Just Amazing

5.0 3 年前

製品を使ってみた感想: I cannot rate Zoho Crm/ Books enough. The whole crm system is easy to use, although it looks complicated at first it soon becomes easy to navigate. I can organise my whole business in a couple of clicks, it has literally saved be 4 hours of work per day.
The price is cost effective and value for money.
The customer service is outstanding.
98% of the time they can offer a solution to my problems, the other 2% it is possible to hire a freelancer to create a script that can work within the system.
If you are considering moving to ZOHO my advise is do it, they are are the top of their profession.

良いポイント:

The customer service is the best I have ever experience, they are friendly, very knowledgeable and super fast

改善してほしい点:

Do not have a con they literally surpass my expectations every day .

PAUL
PAUL
南アフリカのTechnical Director
認証済みLinkedInユーザー
情報技術、情報サービス, 2-10の従業員数
ツール使用期間: 1年以上
投稿者のソース

検討した類似製品:

Zoho CRM could be the next best thing!

4.0 昨年

製品を使ってみた感想: 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.

良いポイント:

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.

改善してほしい点:

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.

Douglas
アメリカのHead of CRM
健康、ウェルネス、フィットネス, 2-10の従業員数
ツール使用期間: 1年以上
投稿者のソース

検討した類似製品:

Great product for a small start up

4.0 3 年前

製品を使ってみた感想: I always recommend Zoho before I recommend SalesForce. It is a best-in-class product.

良いポイント:

I recommend Zoho very often. A lot of companies go big earlier than they really need to and spend way too much on SalesForce & Marketo. I worked for a very small company with some limited budget that pivoted to sell it's product to the Enterprise. Zoho was incredibly easy to set up, intuitive to use, and contains all the most important features that most users need and seek in SalesForce. We integrated with MailChimp & Unbounce and were able to be incredible effective acquiring leads, nurturing them, and tracking pipeline in Zoho. Our small sales team found it very easy to use and loved it.

改善してほしい点:

There's a point when you need a more robust integration eco-system and a lot of customization. This isn't really a con per se, but Zoho, by being not as complex and customizable as SFDC, will eventually need to be replaced. This should last you many years before you outgrow the functionality.

Gaelan
アメリカのSales Manager
エンタテインメント, 11-50の従業員数
ツール使用期間: 2年以上
投稿者のソース

検討した類似製品:

Great for small businesses

4.0 3 年前

製品を使ってみた感想: We moved to Zoho CRM in 2014 when we were looking for a cloud based CRM. We have used it in a few different business and it is easy to use and teach to others.

良いポイント:

It is very easy to add fields/change fields and customize as you wish. For the most part, it is very intuitive and user friendly. Integrates with many different programs. We had a Zoho expert set up our account and do training with us and that was worth the time and money.

改善してほしい点:

Features can be limited on lower priced tiers. It can be difficult to find solutions to common problems.

Faruk
Faruk
ポーランドのHead of Growth
認証済みLinkedInユーザー
コンピュータ・ソフトウェア, 2-10の従業員数
ツール使用期間: 2年以上
投稿者のソース

検討した類似製品:

It delivers what's promised

4.0 2 年前

製品を使ってみた感想: It is good. You get what you pay. I like the software and it is easy to use. I think it makes sense having a CRM consultant before setting it up at the beginning to make sure that you don't need to migrate things, and also it may help you optimise your costs.

良いポイント:

I've used Zoho CRM for almost 5 years and I've witnessed its evolutions during those years. I think it is an overall good tool for small to mid sized companies. I enjoyed the flawless marketing automation feature, especially when a new lead comes in from a web form, it immediately adds it to the CRM. The system can recognise the lead if there was a past interaction. Once the lead is in the system, you can enrich the data by populating all the data fields and you can customise new data fields according to your needs. I find it pretty easy to arrange for all departments in the company. I mostly used it as a part of my daily tasks at sales team. I was able to manage my leads and track the progress. We didn't really use it for any campaigning but mostly as an overall CRM. The reporting section is pretty good and I enjoyed the customisation. It actually offers more than average needs of a salesperson. Recently, they made new integrations and also adjusted the performance - in the early times, it was a bit slow but they fixed it.

改善してほしい点:

Zoho CRM seems to be a mid-segment tool when it comes to pricing at first sight. However, if you want to expand the tool with more features/add-on, you may need to pay additionally for them. It increases the cost. At the end of the day, for a large company, it might be as pricey as enterprise CRM solutions. You need to make sure about your needs before you set it up for your organisation to make sure the cost meets with your expectations. The UI can be improved and be more user friendly.

Anju
Anju
インドのSoftware Developer
認証済みLinkedInユーザー
コンピュータ・ソフトウェア, 201-500の従業員数
ツール使用期間: 1~5か月
投稿者のソース

The New Era of Customer Relationship Management - Zoho CRM

4.0 3 年前

製品を使ってみた感想: I prescribe Zoho CRM on the grounds that it has demonstrated to be an exceptionally productive instrument and is extremely simple to coordinate, I consider Zoho CRM is an ideal device for an organization, since you can see upgrades and surprising deals development in a brief timeframe, this amazing programming makes network, association and information follow capacity are anything but difficult to work, I truly suggest it since it gives an incredible assurance to its clients.

良いポイント:

Zoho CRM is an unbelievable assistance that for quite a long while has enabled us to collaborate with clients and increment income of the organization, this product truly gives a generally excellent encounter to its clients when working, actually this stage is extremely creative, this administration enables us to contact clients in practically all stations from phone, email, live talk and diverse informal organizations, has an alternative that gets continuous warnings when clients connect with the organization progressively, enables you to quantify the proficiency of correspondence with our clients. It spares time since it has a few mechanization choices, for example, computerization of each part of the organization and dispenses with the separate undertakings that require a great deal of time, so their clients have a superior execution, permits to robotize the procedure of dedication of potential clients and can exploit the upsides of every one of the individuals. This product has the choice to quantify and deal with the business execution of the organization all through the domain, likewise has an alternative to utilize that enables you to discover in a moment any data you need from CRM information with the assistance of [SENSITIVE CONTENT HIDDEN], additionally [SENSITIVE CONTENT HIDDEN] gives propelled gauges of potential client understandings that can eventually make it all work out, and one of the highlights that I like best about this product is that it has a clever caution, which enables you to recall the assign

改善してほしい点:

Zoho CRM extremely more often than not excessively I use it has worked effectively, on an individual level I have not had any awful experience working with this product, yet anyway some of the time its UI is typically moderate, and each activity requires another page burden, and I have seen that approaching messages are not synchronized, yet these little subtleties don't think of it as a major issue that anticipates working with this product, it truly enables us to work easily to perform various capacities with this stage.

Juliette
アメリカのOwner, CEO
レクリエーション施設・サービス, 2-10の従業員数
ツール使用期間: 6~12か月
投稿者のソース

Zoho CRM, One of the Best for Small Businesses

5.0 6 年前

製品を使ってみた感想: I run a small business and I evaluated many, if not all of the CRM's available to small companies. By far, Zoho offered the greatest functionality, ease of customization and overall value in price. Zoho offers the ability to create mail merge templates - one of my criteria when choosing a CRM - few others if any offer this. Also, I love that I can see when a client or prospect has opened or read an email, right from the application. Reporting features are fantastic too! I was even able to add a Zoho code to my website so now all new leads come directly into Zoho and receive an email immediately from me. Overall, I can now contact my prospects faster and close sales faster. I can manage my clients better with great detail right on their records and my one team member and I can better communicate through the CRM and even assign each other tasks. Although I highly recommend it, I do wish Zoho had live Chat Help. Takes a bit to get a response when you need help. That said, overall, best CRM, best value for small businesses that want to see and understand where their business is related to sales, sales pipeline and customer management.

良いポイント:

Functionality: Mail merges, email templates, customization, reporting

改善してほしい点:

White the new version has some great new features (seeing when a client opens an email), it is also harder to find the customization modules and I hate that Events I create automatically are marked as closed when the date arrives. Sometimes events do not actually occur, or I have to get to them the next day - I use events to do important tasks. I want to be able to mark it closed. I want to be able to mark any activity closed in a very fast, easy way... just a check, done. Also, wish the activities would show in the calendar, not just events. Wish I could see what my team member sees on her calendar, especially when we share an event. The creating a call function is too cumbersome and too many steps, you have to scroll down, etc. Make it faster, easier... takes too long. Wish there was a faster way to even log a quick call... reminders need to have more options like 1 week out or 2 weeks out, even 1 month out. Really do not like that I cannot see my screen (lists) of prospects or clients at a glance as it only shows a few at a time, you have to go to next page - font is too big, too. Dashboard is not very customizable and doesn't give me the ability to put in the reports I created and want to see... getting help is ridiculous. I have to "chat" - send a message basically, then I have to wait for a response. Need to be able to get answers and help faster.

Alex
カナダのDirector
市場調査, 2-10の従業員数
ツール使用期間: 2年以上
投稿者のソース

検討した類似製品:

Best-in-class for most users

4.0 2 年前

製品を使ってみた感想: I've used Zoho CRM on about 5 businesses over ~12 years and will continue in most cases because of the all-around power and tight integration with other Zoho products.

良いポイント:

Zoho CRM can meet 90% of the needs for 90% of businesses. For most users, it's identical to Salesforce, except significantly less expensive. The UI has improved in the past few years so new users can be running within an hour for basic CRM tasks. Key point: Zoho CRM is very generous with the free-tier, giving about 90% of the key features for up to 3 users. That's really important for small businesses and startups, so they can deeply evaluate the benefit.

改善してほしい点:

At this level of software maturity, the main advantage Salesforce has is a large ecosystem of extensions. Zoho CRM also has third-party extensions, but far fewer. It largely makes up for that with tight integration to other Zoho products.