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 27 of 27

Kirsten CupidoVerified

Regional Sales Manager

Financial services

Durban500 plus employees

5.0

29 Aug 2023

Quoting from the CRM removed a whole handoff

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. 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

Billing in dollars makes the annual budget a moving target.

Riaan CeleVerified

Studio Manager

Financial services

Sandton51 to 200 employees

4.0

19 Aug 2023

Quoting from the CRM removed a whole handoff

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. Worth the migration effort, which is not something I say often.

What works

Workflow automation competitors reserve for enterprise tiers. Email sync captures conversations without anyone copying anything. The pipeline view gives an honest picture of the month.

What does not

Billing in dollars makes the annual budget a moving target.

Rendani DlaminiVerified

Inside Sales Lead

Insurance

Stellenbosch51 to 200 employees

3.0

14 Aug 2023

Capable, but the team resisted it for months

It is capable. Getting the team to use it consistently took much longer than the software took to set up. Offline capable mobile app for reps between towns. 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

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

What does not

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

Bongani MashabaVerified

Key Accounts Manager

Telecommunications

Sandton51 to 200 employees

4.0

05 Aug 2023

The pipeline is finally accurate

The automation removed about four hours a week of follow up admin per rep. 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. Two years in and nobody has suggested we look at alternatives.

What works

Workflow automation competitors reserve for enterprise tiers. Quoting from the record removed a handoff to admin. Reporting answers the questions the sales meeting actually asks.

What does not

Onboarding a new rep takes longer than it should.

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.

Write a review

264 reviews match · page 27 of 27

Kirsten CupidoVerified

Regional Sales Manager

Financial services

Durban500 plus employees

5.0

29 Aug 2023

Quoting from the CRM removed a whole handoff

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

Billing in dollars makes the annual budget a moving target.

Riaan CeleVerified

Studio Manager

Financial services

Sandton51 to 200 employees

4.0

19 Aug 2023

Quoting from the CRM removed a whole handoff

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. Worth the migration effort, which is not something I say often.

What works

Workflow automation competitors reserve for enterprise tiers. Email sync captures conversations without anyone copying anything. The pipeline view gives an honest picture of the month.

What does not

Billing in dollars makes the annual budget a moving target.

Rendani DlaminiVerified

Inside Sales Lead

Insurance

Stellenbosch51 to 200 employees

3.0

14 Aug 2023

Capable, but the team resisted it for months

What works

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

What does not

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

Bongani MashabaVerified

Key Accounts Manager

Telecommunications

Sandton51 to 200 employees

4.0

05 Aug 2023

The pipeline is finally accurate

What works

Workflow automation competitors reserve for enterprise tiers. Quoting from the record removed a handoff to admin. Reporting answers the questions the sales meeting actually asks.

What does not

Onboarding a new rep takes longer than it should.