Zoho CRM

Vorteile

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.

Nachteile

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.

Vorteile

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.

Nachteile

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.

Vorteile

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.

Nachteile

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!!

Vorteile

The adaptability to our situation has been phenomenal. Additionally we found in other CRMs the price increased as our database increased. Zoho's solution increases as I add personnel. This is a much more palatable pricing system for us.

Nachteile

We do in person calling. The standard set up does not separately track this effort. We have needed to set up customization to do this. I am able to do this myself. But, it would have been better to have a canned solution.

Vorteile

Zoho CRM itself is easily customizable, very flexible and easy to use. With One, all data is connected with other business apps, making it convenient and up to date all the time, thus very powerful. Priceless in all data analysis and marketing automation projects.

Nachteile

The basic user interface, if not customized, is a bit grey. They are making improvements, and it's easily customizable, but it's an important feature for users so be sure to plan adding a Canvas or pimping your UX a bit