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 24 of 27

Tebogo Dlamini

Account Executive

Education

WitbankSole trader

4.0

18 Dec 2023

Worth every rand once the automation was built

We moved off a spreadsheet and the difference in forecast quality was immediate. Billed natively in rand, so the budget does not move with the exchange rate. 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

Workflow automation competitors reserve for enterprise tiers. Email sync captures conversations without anyone copying anything. 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.

Khanyisile Windvogel

Head of Marketing

Professional consulting

VereenigingSole trader

5.0

14 Dec 2023

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. Nothing has come up in the last year that I would call a real problem. Two years in and nobody has suggested we look at alternatives.

What works

Workflow automation competitors reserve for enterprise tiers. Email sync captures conversations without anyone copying anything. Automation handles the follow up sequence reps used to forget.

What does not

Onboarding a new rep takes longer than it should.

Fatima ZuluVerified

Brand Manager

Non profit

George11 to 50 employees

4.0

13 Dec 2023

Reps update it without being nagged

We moved off a spreadsheet and the difference in forecast quality was immediate. 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. Worth the migration effort, which is not something I say often.

What works

Offline capable mobile app for reps between towns. Email sync captures conversations without anyone copying anything. The mobile app works well enough for a rep between meetings.

What does not

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

Shireen RobertsVerified

Inside Sales Lead

Non profit

Sandton500 plus employees

5.0

06 Dec 2023

Reps update it without being nagged

Six reps, eighteen months in, and the pipeline is the most accurate it has ever been. 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. It is not perfect, and it is the right choice for us.

What works

Consent and data subject tooling that maps onto POPIA. The mobile app works well enough for a rep between meetings. Automation handles the follow up sequence reps used to forget.

What does not

Billing in dollars makes the annual budget a moving target.

Yusuf IsaacsVerified

Managing Director

Wholesale and distribution

Namibia51 to 200 employees

4.0

05 Dec 2023

Forecast is within five percent every month

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. 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

Offline capable mobile app for reps between towns. The mobile app works well enough for a rep between meetings. Automation handles the follow up sequence reps used to forget.

What does not

Billing in dollars makes the annual budget a moving target.

Zaida TitusVerified

Studio Manager

Healthcare

Witbank500 plus employees

4.0

01 Dec 2023

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. 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. Automation handles the follow up sequence reps used to forget. The mobile app works well enough for a rep between meetings.

What does not

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

Jaco BennettVerified

Regional Sales Manager

Healthcare

Johannesburg11 to 50 employees

4.0

26 Nov 2023

Forecast is within five percent every month

We moved off a spreadsheet and the difference in forecast quality was immediate. 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. It is not perfect, and it is the right choice for us.

What works

Offline capable mobile app for reps between towns. The mobile app works well enough for a rep between meetings. Automation handles the follow up sequence reps used to forget.

What does not

Billing in dollars makes the annual budget a moving target.

Siyabonga WilliamsVerified

Creative Director

Property and real estate

GeorgeSole trader

4.0

19 Nov 2023

The pipeline is finally accurate

Six reps, eighteen months in, and the pipeline is the most accurate it has ever been. Billed natively in rand, so the budget does not move with the exchange rate. 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

Consent and data subject tooling that maps onto POPIA. The mobile app works well enough for a rep between meetings. The pipeline view gives an honest picture of the month.

What does not

Billing in dollars makes the annual budget a moving target.

Zodwa BothaVerified

Regional Sales Manager

Construction

Vereeniging11 to 50 employees

3.0

19 Nov 2023

Good CRM, poor reporting for the price

We use about a third of it and pay for all of it. 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. I would shortlist it, not necessarily pick it.

What works

Consent and data subject tooling that maps onto POPIA. The interface is clear once you learn it.

What does not

Reporting is limited without moving up a tier. The interface is dense for a new user.

Nadia SeptemberVerified

Brand Manager

Retail

Richards Bay500 plus employees

5.0

18 Nov 2023

Reps update it without being nagged

We moved off a spreadsheet and the difference in forecast quality was immediate. 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. It is not perfect, and it is the right choice for us.

What works

Consent and data subject tooling that maps onto POPIA. Reporting answers the questions the sales meeting actually asks. Quoting from the record removed a handoff to admin.

What does not

Billing in dollars makes the annual budget a moving target.

264 verified reviews

What works

What does not

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

Jaco BennettVerified

Regional Sales Manager

Healthcare

Johannesburg11 to 50 employees

4.0

26 Nov 2023

Forecast is within five percent every month

We moved off a spreadsheet and the difference in forecast quality was immediate. 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. It is not perfect, and it is the right choice for us.

What works

Offline capable mobile app for reps between towns. The mobile app works well enough for a rep between meetings. Automation handles the follow up sequence reps used to forget.

What does not

Billing in dollars makes the annual budget a moving target.

Siyabonga WilliamsVerified

Creative Director

Property and real estate

GeorgeSole trader

4.0

19 Nov 2023

The pipeline is finally accurate

Six reps, eighteen months in, and the pipeline is the most accurate it has ever been. Billed natively in rand, so the budget does not move with the exchange rate. 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

Consent and data subject tooling that maps onto POPIA. The mobile app works well enough for a rep between meetings. The pipeline view gives an honest picture of the month.

What does not

Billing in dollars makes the annual budget a moving target.

Zodwa BothaVerified

Regional Sales Manager

Construction

Vereeniging11 to 50 employees

3.0

19 Nov 2023

Good CRM, poor reporting for the price

What works

Consent and data subject tooling that maps onto POPIA. The interface is clear once you learn it.

What does not

Reporting is limited without moving up a tier. The interface is dense for a new user.

Nadia SeptemberVerified

Brand Manager

Retail

Richards Bay500 plus employees

5.0

18 Nov 2023

Reps update it without being nagged

What works

Consent and data subject tooling that maps onto POPIA. Reporting answers the questions the sales meeting actually asks. Quoting from the record removed a handoff to admin.

What does not

Billing in dollars makes the annual budget a moving target.