264 verified reviews

Zoho CRM reviews

Every published review of Zoho CRM, unedited beyond length and clarity. Vendor responses are shown alongside the review they answer.

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264 reviews match · page 18 of 27

Kirsten SmithVerified

Regional Sales Manager

Education

Johannesburg201 to 500 employees

5.0

06 Dec 2024

Quoting from the CRM removed a whole handoff

The automation removed about four hours a week of follow up admin per rep. Consent and data subject tooling that maps onto POPIA. That is the part that genuinely changed how we work. Nothing has come up in the last year that I would call a real problem. If you are weighing it up, do the trial with your own data and you will see it.

What works

Billed natively in rand, so the budget does not move with the exchange rate. Quoting from the record removed a handoff to admin. Automation handles the follow up sequence reps used to forget.

What does not

Billing in dollars makes the annual budget a moving target.

Achmat Mashaba

Account Executive

Wholesale and distribution

Polokwane2 to 10 employees

5.0

04 Dec 2024

Reps update it without being nagged

The automation removed about four hours a week of follow up admin per rep. Billed natively in rand, so the budget does not move with the exchange rate. That is the part that genuinely changed how we work. Nothing has come up in the last year that I would call a real problem. Worth the migration effort, which is not something I say often.

What works

Offline capable mobile app for reps between towns. Reporting answers the questions the sales meeting actually asks. Quoting from the record removed a handoff to admin.

What does not

Onboarding a new rep takes longer than it should.

Denise PetersenVerified

Managing Director

Non profit

Gqeberha11 to 50 employees

4.0

26 Nov 2024

Forecast is within five percent every month

Six reps, eighteen months in, and the pipeline is the most accurate it has ever been. Workflow automation competitors reserve for enterprise tiers. That is the part that genuinely changed how we work. There are irritations, and none of them are the kind that make you look elsewhere. If you are weighing it up, do the trial with your own data and you will see it.

What works

Consent and data subject tooling that maps onto POPIA. Reporting answers the questions the sales meeting actually asks. The pipeline view gives an honest picture of the month.

What does not

The features we needed sat one tier above the one we were quoted.

Palesa ChaukeVerified

Brand Manager

Motor trade

Witbank51 to 200 employees

5.0

25 Nov 2024

Worth every rand once the automation was built

Six reps, eighteen months in, and the pipeline is the most accurate it has ever been. Offline capable mobile app for reps between towns. That is the part that genuinely changed how we work. Nothing has come up in the last year that I would call a real problem. I would recommend it to a business of our size without hesitation.

What works

Billed natively in rand, so the budget does not move with the exchange rate. The pipeline view gives an honest picture of the month. Reporting answers the questions the sales meeting actually asks.

What does not

The features we needed sat one tier above the one we were quoted.

Buhle TaylorVerified

Regional Sales Manager

Motor trade

George2 to 10 employees

4.0

20 Nov 2024

The pipeline is finally accurate

Six reps, eighteen months in, and the pipeline is the most accurate it has ever been. Consent and data subject tooling that maps onto POPIA. That is the part that genuinely changed how we work. There are irritations, and none of them are the kind that make you look elsewhere. It is not perfect, and it is the right choice for us.

What works

Workflow automation competitors reserve for enterprise tiers. The pipeline view gives an honest picture of the month. Reporting answers the questions the sales meeting actually asks.

What does not

Billing in dollars makes the annual budget a moving target.

Suresh RamaphosaVerified

Sales Manager

Healthcare

Cape Town11 to 50 employees

5.0

06 Nov 2024

Quoting from the CRM removed a whole handoff

The automation removed about four hours a week of follow up admin per rep. Workflow automation competitors reserve for enterprise tiers. That is the part that genuinely changed how we work. Nothing has come up in the last year that I would call a real problem. If you are weighing it up, do the trial with your own data and you will see it.

What works

Consent and data subject tooling that maps onto POPIA. Automation handles the follow up sequence reps used to forget. Reporting answers the questions the sales meeting actually asks.

What does not

Billing in dollars makes the annual budget a moving target.

Meera van der MerweVerified

General Manager

Financial services

Gqeberha11 to 50 employees

4.0

15 Oct 2024

Set up in a week, adopted in two

We moved off a spreadsheet and the difference in forecast quality was immediate. Consent and data subject tooling that maps onto POPIA. That is the part that genuinely changed how we work. There are irritations, and none of them are the kind that make you look elsewhere. I would recommend it to a business of our size without hesitation.

What works

Billed natively in rand, so the budget does not move with the exchange rate. The mobile app works well enough for a rep between meetings. Email sync captures conversations without anyone copying anything.

What does not

Onboarding a new rep takes longer than it should.

James HlungwaniVerified

Brand Manager

Agriculture

Nelspruit11 to 50 employees

2.0

13 Oct 2024

Implementation quote doubled after we signed

The tier we needed turned out to cost three times the tier we were quoted. The honest position is that the parts we were sold on never worked the way they were demonstrated. The gaps are the kind that create work rather than save it. Test it hard during the trial with real volume before committing.

What works

Contact management works.

What does not

Costs rose sharply at renewal. The mobile app is unreliable on a weak signal. Adoption never happened and the vendor offered no help with it.

Response from the vendor15 Oct 2024

We value the honest assessment. The bank feed reliability issue you mention has been addressed in a recent release, and we would encourage you to reconnect the affected accounts.

Kevin ArendseVerified

Head of Marketing

Information technology

Polokwane2 to 10 employees

3.0

27 Sept 2024

Exchange rate makes budgeting a yearly argument

It is capable. Getting the team to use it consistently took much longer than the software took to set up. Billed natively in rand, so the budget does not move with the exchange rate. Beyond that it is more ordinary than the marketing suggests. It sits squarely in the middle for us, useful but not something I would champion. It is a reasonable choice, provided you know what it does not do.

What works

Workflow automation competitors reserve for enterprise tiers. The interface is clear once you learn it.

What does not

There is no local accounting integration without Zapier. Support escalation is slow on technical issues.

Lindiwe ChettyVerified

Account Executive

Retail

MidrandSole trader

4.0

23 Sept 2024

Forecast is within five percent every month

Six reps, eighteen months in, and the pipeline is the most accurate it has ever been. Offline capable mobile app for reps between towns. That is the part that genuinely changed how we work. There are irritations, and none of them are the kind that make you look elsewhere. If you are weighing it up, do the trial with your own data and you will see it.

What works

Billed natively in rand, so the budget does not move with the exchange rate. Quoting from the record removed a handoff to admin. Reporting answers the questions the sales meeting actually asks.

What does not

Billing in dollars makes the annual budget a moving target.

264 verified reviews

What works

What does not

Onboarding a new rep takes longer than it should.

James HlungwaniVerified

Brand Manager

Agriculture

Nelspruit11 to 50 employees

2.0

13 Oct 2024

Implementation quote doubled after we signed

What works

Contact management works.

What does not

Costs rose sharply at renewal. The mobile app is unreliable on a weak signal. Adoption never happened and the vendor offered no help with it.

Response from the vendor15 Oct 2024

We value the honest assessment. The bank feed reliability issue you mention has been addressed in a recent release, and we would encourage you to reconnect the affected accounts.

Kevin ArendseVerified

Head of Marketing

Information technology

Polokwane2 to 10 employees

3.0

27 Sept 2024

Exchange rate makes budgeting a yearly argument

What works

Workflow automation competitors reserve for enterprise tiers. The interface is clear once you learn it.

What does not

There is no local accounting integration without Zapier. Support escalation is slow on technical issues.

Lindiwe ChettyVerified

Account Executive

Retail

MidrandSole trader

4.0

23 Sept 2024

Forecast is within five percent every month

Six reps, eighteen months in, and the pipeline is the most accurate it has ever been. Offline capable mobile app for reps between towns. That is the part that genuinely changed how we work. There are irritations, and none of them are the kind that make you look elsewhere. If you are weighing it up, do the trial with your own data and you will see it.

What works

Billed natively in rand, so the budget does not move with the exchange rate. Quoting from the record removed a handoff to admin. Reporting answers the questions the sales meeting actually asks.

What does not

Billing in dollars makes the annual budget a moving target.