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。

Zoho CRM very easy and reliable

良いポイント:

I like how it helps to sort all customer emails specifically with the way our company works, managing all the queries and sending them feedback.

改善してほしい点:

So far, Zoho CRM has no downside with the way I'm using it.

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.

Just trying to work with a trial

製品を使ってみた感想： not so great so far

良いポイント:

bookings and calendar - this is a trial, i'm not sure yet

改善してほしい点:

trying to get support - having trouble getting the right trial version for us

Zoho: Comprehensive Business Solutions Simplified

製品を使ってみた感想： Zoho CRM offers robust automation capabilities that help streamline sales processes. You can automate repetitive tasks such as lead assignment, email notifications, and follow-up reminders. By automating these routine activities, you can save time, reduce errors, and ensure that no important tasks slip through the cracks.

良いポイント:

Zoho is an impressive suite of software applications designed to streamline business operations. With its extensive range of tools covering CRM, project management, accounting, marketing automation, and more, Zoho offers a comprehensive solution for businesses of all sizes. The intuitive user interface, seamless integration, and scalability make it a valuable asset for optimizing productivity and efficiency. While there may be a learning curve during setup and customization, the collaborative features and dedicated customer support further enhance the software's appeal. Discover Zoho today and simplify your business management processes.

改善してほしい点:

Con is that, that we cannot log calls the same day because it shows AM options only for same day.

Zoho CRM

製品を使ってみた感想： We are still in the process of setting it up. It is taking awhile to get all the functionality set up for our needs.

良いポイント:

It is very robust with a lot of options. We are able to customize the modules within CRM to accommodate our business needs. We are also able to integrate it relatively easily with other software.

改善してほしい点:

There could be better training from Zoho on what it can do and how to set it up. It seemed to be once you buy it, you are on your own to implement it.

Amazing Zoho

製品を使ってみた感想： So how is the perfect platform to get organized and keep track of everything

良いポイント:

Zoho have a variety of different apps that make it easy to manage my customers, my employees and my business as a whole.

改善してほしい点:

There isn't anything that I dislike about Zoho.

Too much customization needed

製品を使ってみた感想： At the moment it's what we have and we don't have the time to start looking again but it is most definitely not ideal. We are hoping to bring on someone to help with customization and depending on cost we may move to another product.

良いポイント:

It's great that it has no limit on how many contacts you can have and the fact that it offers so many different apps as part of the overall Zoho platform

改善してほしい点:

Out the box it's very basic, to really get it working how we would like it needs a great deal of customization which of course comes at a cost. It's also not user friendly for the average "non tech" type person, it's cumbersome and tasks take too many steps to accomplish.

Zoho usage

製品を使ってみた感想： Functioned wellWorking goodToo many options to chooseNeed to reduce it

良いポイント:

Working smoothly, no failuresVisual and functioned good

改善してほしい点:

Too many categories and optionsNeed to reduce parts of it

So far so good

製品を使ってみた感想： Overall we are happy with the Zoho products we're using as well as the price.

良いポイント:

We really like the price point and the simplicity of the programs. We were able to learn quickly and start using the services pretty much right away.

改善してほしい点:

There is a bit of a language barrier between our staff and the Zoho staff has been an issue. We have a very hard time understanding them when we need help or have questions.

Zoho Manages All floor communication

良いポイント:

Zoho CRM is one of the finest platform where we can communicate, approach, manages, and sync, everything according to our need. It scheduled the emails and helped to generate sales volume. We prefer it to manage multiple accounts. It gives an optimistic result and is worth using it.

改善してほしい点:

Zoho CRM just needs to update the user interface which mentions the main tools on the front side. But it is dynamically open in all sectors, manages bills, contact details, and communication, and helps in sales. With continuous updation in communication and API, it gives more satisfaction.

Great Product

製品を使ってみた感想： I was not excited about switching to a cloud based CRM. I am an old school ACT! user and I didn't like the change to the cloud. I am very happy with the features that are now offered by Zoho. They are as good or better than any other CRM out there and less expensive. They even have a free version!!!

良いポイント:

The price is great. The customer service has always been helpful. It is easy to use.

改善してほしい点:

I stopped using Zoho for a while and started using a competitor that has some newer features. I am back to Zoho because they now have those features and all the things that the competition didnt

Zoho One User

製品を使ってみた感想： 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.

良いポイント:

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.

改善してほしい点:

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

Everything you need straight out the box

製品を使ってみた感想： We are learning that the way we were qualifying leads and moving them through the sales funnel could be made a lot easier using Zoho. Zoho has made it a lot easier to see what sales are coming in and from where.

良いポイント:

Social, email and CRM functionality are all housed in one place. The email campaign section makes it easy to warm leads up before sending them to the CRM module. Easy to set tasks for the sales team and then report on what has or has not been followed up.

改善してほしい点:

There's a lot of functionality and application within Zoho, I don't believe we will get around to using them all. The email Campaign section doesn't always pull the correct stats back through to the CRM module. There is no ideal process of qualifying leads, we had to seek external support.

Good value for money

製品を使ってみた感想： It is an easy to use application that offers a good overview of open items, action items and things to do.

良いポイント:

It is a layered product that you can use with ease, without flooding your screen with more information than you need to follow customer cases. If you want to drill down to more functionality, you can enter it without changing too many screens and wasting time back and forth.

改善してほしい点:

It does not offer a direct integration with Zoho projects and the ability to create more layers of information in action items and assign project teams for client cases. The registration process does not have an import function from emails or the web browser - something that could be very helpful when registering a lead from an email or the contact section of a web page.

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

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.

A CRM for the Masses

製品を使ってみた感想： Overall, I would strongly recommend ANY business to try it out. Check out the free version and you'll still get a lot of value out of it.
Their Paid versions are absolutely worth it.
We started off with a Free version and then graduated into 3 Pro Users and it was a great experience.
The Customer Support Team is EXCELLENT and they really spend the time with you to get you up and running and will offer other real-world examples. I feel they really want their product to work so they're dedicated in assisting even the novice amongst us.

良いポイント:

This is a very low-cost CRM for Small Businesses that are interested in tying out to see if this can really work for them. It beautifully and seamlessly integrates with Outlook and you can use ZohoCRM for most (if not all) your communications with clients and prospects. The interface is easy to understand and you can get most things done intuitively.

改善してほしい点:

Extracting out a list of all your prospects/customers into ONE Excel sheet became a painful experience because as simple as we assumed it to be it actually become fairly cumbersome. Maybe we didn't have the in-depth experience.

One of the best CRM... Love this amazing tool

製品を使ってみた感想： Overall I love this CRM. I am using it daily and my work is incomplete without it. I use it for campaign management, sending important emails to customers. Managing all data and information in one place. The most important thing is Zoho CRM's dashboard and reports which are amazing and easy to understand.

良いポイント:

I am using Zoho XRM for more than 3 years and found it a really amazing platform for customer relationship management. I like their simple yet effective user interface the most. I can use it very easily. Zoho CRM helps us to manage our all databases and related information at one place with amazing security. Overall I can say that this is an amazing CRM.

改善してほしい点:

There is one thing that I want to highlight about this CRM that I dislike about it which is Zoho CRM is a little bit expensive compared to others but on the other hand, I can say that it is worth to spend on it.

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.

It delivers what's promised

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.

Much more than a sales app

製品を使ってみた感想： Zoho CRM has prooved to be one of the most fascinating tools I've ever used and implemented, it's a very user friendly, highly efficient and incredibly easy to integrate tool. I saw Zoho CRM becoming the perfect tool for many different companies and it blew my mind. The whole tool makes data connectivity, organization, maintainance and traceability incredibly easy if well implemented and used.

良いポイント:

I love the way it integrates so easily and smoothly with the rest of the Zoho apps and even other supplier apps. Another MAJOR feature of Zoho CRM is how extremely customizable it is, I was lucky to use it and also implement it into other companies and I became a fan of this tool because it adapts to so many different businesses and processes, from hospitals to water irrigation, finance and accounting to events organization, entertainment, sales, education... I saw Zoho CRM becoming the perfect tool for many different companies and it blew my mind. The whole tool makes data connectivity, organization, maintainance and traceability incredibly easy if well implemented and used.

改善してほしい点:

Nothing, sorry, I got in love with this tool, the only thing I don't like is people not using it correctly sometimes and blaming Zoho when it "doesn't work", the tool is magnificent, and if well implemented it can boost your business and help you standardize your commercial processes, digitalize your commercial operation.

Great product for SMB companies

製品を使ってみた感想： We are an SMB business to business company and this suits our needs very well. The CRM features allow for tracking customer data easily. It’s not as feature rich as Hubspot, but HubSpot is probably more appropriate for larger companies anyways.

良いポイント:

The user interface is pretty easy to understand, there are good features, like web forms and workflow automations, and the price is not as high as other CRMs.

改善してほしい点:

The support is not that great because they are not based in America. It’s acceptable, but sometimes they can’t understand what I’m really asking.

You get what you pay for

製品を使ってみた感想： 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.

良いポイント:

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.

改善してほしい点:

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.

WORST SUPPORT TEAM

良いポイント:

Product is somewhat OK if you're starting with the CRM but they are slow in adapting to new technologies. They are still learning and is a good tool if you're a nut bolt retailer.

改善してほしい点:

Their support team is a bunch of absolute pathetic people. Clueless nincompoops who have no training, empathy or understanding of how customer support works! When you call ANY support line for any cloud service, they first tell you their name, ask yours, and request details on the issue and provide you with a case reference. NOT WITH ZOHOCRM SUPPORT CLOWNS. They talk to you on the phone and DO NOT PROVIDE a support ticket number. Even if you ask them they fail to provide a support request number. Next, if you call them about the same issue, the same nincompoop would ask you for a ticket number which he previously didn't provide!!! As a result, you waste time, explaining them again and again repeating the same thing to a useless clown who couldn't care less about the customer's issue and has absolutely no empathy. Their work ethic and attitude are probably worse than those working in the oldest profession. Here’s what their support reps should have done, but they NEVER do all this. All of this is Customer Support 101: a. Announce their name! When you ask the customer their user ID and name, why can’t you introduce yourselves too?? By default? What’s there to hide?? Why wait for the customer to ask? Even a domestic call center in India does this! b. Take a call back number to call back in case the call gets disconnected! c. If you can’t call back drop a 1 line email with the case reference number so at least the customer has a chance to pick up from where he left off! WHAT A BUNCH OF LOSERS. A rather crude bunch with absolute zero respect for paying customers. They fail to realize that they're employed because of paying customers! I have posted an audio recording of their unprofessional attitude on a support call, on YouTube. Just look for it and have a listen yourself, so you know what can be expected. ZOHO MANAGEMENT - Get your support clowns to signup for free trials of other cloud bases SAAS products and raise support requests so they can experience and may learn how to provide customer support!!

"Streamlining Business Operations and Boosting Productivity: A Positive Review of Zoho CRM"

製品を使ってみた感想： My experience with Zoho CRM has been highly positive. The system has provided me with the tools and capabilities to effectively manage customer relationships, streamline my sales processes, and drive business growth. With its customization options, integration capabilities, and reporting functionalities, Zoho CRM has become an indispensable asset in my day-to-day operations.

良いポイント:

One of the standout features of Zoho CRM that I truly appreciate is its robust customization capabilities. Zoho CRM allows me to tailor the system to perfectly align with my business needs and processes. Whether it's customizing fields, layouts, modules, or workflows, Zoho CRM provides an impressive level of flexibility.The ability to create custom fields and modules allows me to capture and store relevant data specific to my business. I can effortlessly design layouts that suit my workflow, ensuring a seamless and intuitive user experience. Zoho CRM also offers a wide range of pre-built modules and templates, saving me time and effort in setting up the system.Additionally, the customization options extend to automation and workflows. Zoho CRM allows me to automate repetitive tasks, such as sending follow-up emails, updating records, or assigning tasks. With the drag-and-drop workflow builder, I can create complex workflows tailored to my unique business processes.The level of customization offered by Zoho CRM empowers me to create a CRM system that truly reflects my business operations and requirements. It has significantly enhanced my efficiency, productivity, and overall user experience. Zoho CRM stands out as a highly adaptable and customizable solution that caters to the specific needs of my business.

改善してほしい点:

I found lacking in Zoho CRM is the availability of advanced analytics and reporting features in the lower-tier pricing plans. While basic reporting capabilities are included, more advanced analytics and in-depth reporting options are limited to higher-priced editions. Access to comprehensive reporting and advanced analytics would be beneficial for businesses of all sizes and could provide valuable insights for making data-driven decisions.