Zoho CRM

Zoho CRM

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.

Robust CRM, Great Value

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.

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

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.

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.

Excellent Mobile App Experience

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