Does Zoho CRM integrate with Outlook?
Integration with Outlook Client/Exchange is decent
Review insights are derived from user reviews. Read this full review below for more details or read other user reviews of Zoho CRM to get a bigger picture.
"Better than most, the 80/20 of CRM, and designed for Sales People not pencil pushing Managers"
What do you like best?
Speed. User Interface. Zoho is mostly a more efficient, easier to use, more cost effective CRM. There are certain capabilities that are possible inside more costly CRMs that Zoho does not have but generally these alternatives, while industry leaders, are innovation laggards. Zoho is significantly faster to complete the same task from the user standpoint... Rather than making a CRM for the admin which isn't as friendly to use, Zoho seems like it was designed to allow the sales person to get in and out of the software as fast as possible - of course this is the real goal of CRM... sales productivity
What do you dislike?
Can't setup product kits or packages
Duplicates can happen but they are easy to manage in Zoho
Integration with Outlook Client/Exchange is decent but ALL CRMs could have better integration (and consistency of data between a client side email software and any CRM is not only the responsibility of the CRM...)
Still need it to be faster - 3 columns rather than just 2 would allow for better screen real-estate usage.
Setting up quotes was a pain the the butt... that is the one area I needed help on in this implementation just because of how laborious the process was... as well as the small idiosyncrasies between the code that was developed and the way this code was interpreted for the Zoho PDF export.
Recommendations to others considering the product
Better than Salesforce in most ways for a small to medium sized business
Support is good, access is near immediate, but they tend to ask stalling questions, like "how are you" - I'm infinitely great, thanks! Would prefer to get to the meat and potatoes of the discussion. If I had the time to meet with the Zoho support team randomly in the supermarket I would love to chit chat about a great many things and especially learn more about their lives and interests, while I am trying to address my sales team's ability to sell efficiently nothing matter beyond the immediate challenge.
What business problems are you solving with the product? What benefits have you realized?
Customer Relationship Management
Faster opportunity tracking and process workflow
Faster everything related to sales
Sign in to G2 Crowd to see what your connections have to say about Zoho CRM