Zoho CRM

Zoho CRM

Zoho
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About

Go beyond points, badges and leaderboards, use all the mechanisms and strategies that make games exciting and addictive to sustainably drive employee engagement, learning, and performance. Reduce churn and burn. Ensure every employee gets a chance to be a hero daily and sees a clear path to success. Recognize employees instantly for behaviors, processes and activities that drive business results. Drive ongoing excellence. Build and sustain excitement about working towards goals, learning and being a team-player. Employees aren’t automatons. To stay driven, they need a sense of value and purpose. With Centrical, you can make everyone, not just top performers, a hero with personalized challenges, weekly wins and progressing game narratives that chart a clear course to success and development. Associating behaviors with recognition turns them into habits. Centrical uses data from your enterprise applications and compensation management to instantly reward employees for doing what’s right.

About

Zoho CRM delivers a basic and clean interface layout that has a variety of unique features that drive to help lead conversion rates. With an intuitive dashboard, the CRM can run 'macros' to streamline how a lead is contacted and tracked through the process of a sales. Administrators can monitor missed opportunities and best performing agent users, and also make business-impacting decisions using the sales report function.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies looking for a software solution to drive employee engagement, learning, and performance

Audience

Zoho CRM is built for large-scale enterprises, operating in any industry

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$14.00/month/user
Standard Edition - $14/user/month
Professional - $23/user/month
Enterprise - $40/user/month
Ultimate - $52/user/month

Get a 15-day FREE Trial with every edition.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 4.5 / 5
ease 4.5 / 5
features 4.6 / 5
design 4.5 / 5
support 4.4 / 5

Pros & Cons from Real Users

Pros

  • Zoho CRM enhances real-time engagement with our customers across multiple channels. It is simple to streamline and automate our marketing strategies with Zoho CRM. Ability to build strong customer relationships.
  • It is simple to build and maintain long-lasting customer relationships with Zoho CRM. Again, it is possible to create and run successful marketing campaigns using Zoho CRM. It is possible to identify and generate new leads and customers with Zoho CRM.
  • The Platform's automation features, including workflow rules & macros contributes to increase operational efficiency. Its affordability especially for small to medium sized business adds significant value.
  • It stands out to be a great solution for customer relationship management. The platform offers amazing features like intuitive contact list & lead management, empowering businesses to efficiently organize & track interactions with our clients.
  • + The customization at the user level is very complete, it is not necessary to have administrative permissions to be able to adapt the workstation of this platform and adapt it according to each department or need that is had at that moment. I found it very impressive that it could be adapted without going through so much process when it came to needing or not needing a major feature or integration for development within Zono CRM. There are certain things that are a bit limiting, but in general everything works very well both at the administrative level and at the user level. + It is very easy to be able to generate support tickets for both clients and employees for my company, for me it is important to have resolutions on both sides and that everything is as bilateral as possible to be able to promote my business as best as possible without having problems with my clients or with the employees of my company. With this feature I can have a follow-up on any problem or doubt that arises inside and outside the company, by this I mean with clients and potential clients, thus being able to have a better relationship with each person who requires a service from my company. . + It is very easy to be able to integrate multiple Zoho CRM platforms, for me it is very important to have a centralized chat like Slack so as not to have to lose the thread of the conversation of each project or task that is handled within my company, in addition to the contacts of the clients is easy to import and thus have a single way where you can have internal conversations. Likewise, I have been able to integrate it with Airtable for project management without having to pass everything manually from a project and even less when it is in process. With this, it gave me the freedom that my clients were closer to each project by being able to keep clear the goals met in each section of each project involved. + The customer service is very complete and friendly, it has given me several solutions to my problems when I needed to integrate certain applications or optimize certain work. I am very grateful that there is a direct contact with this platform and that it provides solutions to empower my company without having obstacles in the way. I hope that you can implement more solutions on your website to make it easier to understand or manage this platform.

Cons

  • Zoho CRM is pleasant in all aspects thus I got nothing to comment as negative.
  • I'm delighted with Zoho CRM performance hence I don't have any to dislike.
  • The learning curve for mastering advanced features may be steep for new users to CRM systems. Some users may also find reporting features less intuitive compared to other CRM systems.
  • As our business have some complex processes the initial setup & configuration has been a bit intricate. Also for using the advanced features we have to organize a internal trainings.
  • - The mobile application is a disaster since it is not as integrated as the web version or the desktop version. The iOS app is more stable however it lacks features, but the Android version is the most unstable and incomplete I've ever used, there are features that aren't available and the ones that are sometimes just don't work causing me to switch to the desktop version to be able to carry out a more complete CRM follow-up since I don't like the instability it has in Android. This is not annoying for me but for several workers in my company who have this version as well, so I would like you to optimize the application and add all the Zoho CRM features both on Android and iOS. - You have to look around the interface a lot since it is not well designed for me, plus all the functions are scattered everywhere, this causes confusion when locating a specific function. This requires that you have to get used to where each function is located to be able to work within this platform properly without any problem. I would prefer a complete update of the interface since it has been the same face of Zoho CRM for a long time, I feel it is very outdated or archaic and very difficult to get used to, making this a long-term solution since you have to keep in mind that not all are familiar with this platform. - Prices should be more flexible with small businesses and the medium market, since it seems that this platform is focused on enterprises due to the cost per user. The cost of having high prices is that small businesses look for better alternatives to Zoho CRM since it is very expensive at the beginning when there is no definitive solution with this platform and more when it is difficult to adapt to the features and tools it offers. It would also be good to include business solutions to be able to use this platform as small courses on how to start any business with Zoho CRM. - There is a complication regarding the fields that are added to the clients, by this I mean that there are fields that are added by default and that cannot be deleted, this causes a bit of problems when adding similar but different fields features. They should be more permissible with this theme because despite the fact that this platform is very customizable, it is also limiting in certain aspects that hinder daily work and that makes it not so "customizable".

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Centrical
Founded: 2013
United States
centrical.com/platform/gamification/

Company Information

Zoho
Founded: 1996
United States
www.zoho.com/crm/

Alternatives

Motivarnos

Motivarnos

Gamifica

Alternatives

Spinify

Spinify

Spinify Pty Ltd
HubSpot CRM

HubSpot CRM

HubSpot

Categories

Categories

Sales Performance Management Features

Incentive Compensation Management (ICM)
Predictive Sales Analytics
Quota Management
Reporting / Analytics
Sales Coaching Analysis
Sales Gamification
Sales Performance Tracking
Sales Planning & Forecasting
Territory Management

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Lead Management Features

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Sales Force Automation Features

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Integrations

Microsoft 365
AmplifyReach Chatbot
BoomTown
Boostpoint
Cognito Forms
Durango Merchant Services
Echobox
FreshMail
HelpOnClick Live Chat
InfiBot
Itelgie
My Country Mobile
PetShop360
Proofpoint Intelligent Classification and Protection
RealPhoneValidation
RingCentral RingCX
Runrun.it
Syniverse CPaaS Concierge
T-Max Phone Systems
WinPure Clean & Match

Integrations

Microsoft 365
AmplifyReach Chatbot
BoomTown
Boostpoint
Cognito Forms
Durango Merchant Services
Echobox
FreshMail
HelpOnClick Live Chat
InfiBot
Itelgie
My Country Mobile
PetShop360
Proofpoint Intelligent Classification and Protection
RealPhoneValidation
RingCentral RingCX
Runrun.it
Syniverse CPaaS Concierge
T-Max Phone Systems
WinPure Clean & Match
Claim Centrical and update features and information
Claim Centrical and update features and information
Claim Zoho CRM and update features and information
Claim Zoho CRM and update features and information