Zoho CRM

Zoho CRM

Zoho
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About

The end-to-end client experience software for growing small businesses. Get the job, manage the job, get paid and get credit online with Thryv. Thryv is a secure, easy to use small business management platform that automates tasks and puts your customers at the center of your business. ThryvPay can help services businesses save thousands when you accept and process credit card and ACH payments. Take advantage of next day funding, automated recurring payments, client-side convenience fees, QuickBooks integration, automatically scheduled payments and more. Desktop, tablet, or app on the go, Thryv puts the complete business management and exceptional customer service at your fingertips. Thryv works with the digital tools you’re already using to run your small business, streamlining the way you work.

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

Small businesses interested in an end-to-end business management platform

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 4.3 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 4.7 / 5

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

  • Thryv's feature of automatic appointment scheduling eliminates the need for me to check my schedule to see if I am available. I also like that I can send mass communications with just one click. Thryv makes advertising and marketing my business so easy.
  • It is easy to use the automation feature with Thryv, and I like that everything is centralized in one place. Also, I like the fact that everything is centrally managed.
  • Thryv has a user friendly dashboard for billing, marketing and managing social media. They also have additional features that we did not utilize.

Cons

  • Posting to social media platforms has limitations - I can only post to a few when I have several. Sometimes it is a little slow because of my internet provider.
  • It is, however, overwhelming and confusing to use at first with so many features available. I found that it does many things well, but I had to find specialized software for more niche needs.
  • For our company it was a high price investment, since we didn't utilize all the features.

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

Thryv
Founded: 2013
United States
www.thryv.com

Company Information

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

Alternatives

Adzooma

Adzooma

ClickTech Solutions

Alternatives

HubSpot CRM

HubSpot CRM

HubSpot

Categories

Categories

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

Appointment Scheduling Features

Appointment Reminders
Automated Scheduling
Calendar Sync
Client Database
Group Scheduling
Mobile Access
Multi-Location
Online Booking
Online Payments
Recurring Appointments
Room Booking Management

Contact Management Features

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

Marketing Automation Features

A/B Testing
Analytics / ROI Tracking
Artificial Intelligence
Content / Blogging Platform
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking

Reputation Management Features

Campaign Management
Gamification
Response Management
Review Generation
Review Monitoring
Sentiment Analysis
Social Media Metrics
Social Media Monitoring
White Label

Search Engine Marketing (SEM) Features

A/B Testing
Account Alerts
Analytics / ROI Tracking
Bid Management
Budget Management
Campaign Management
Conversion Tracking
Google / Bing Ads
Keyword Research Tools
Keyword Tracking
Landing Pages / Web Forms
URL Builder

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

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

Integrations

Better Proposals
Chat Agents
Cognito Forms
Constant Contact
Facebook
Facebook Messenger
Gmail
HubSpot CRM
HubSpot Customer Platform
Jotform
LiveChat
Mailchimp
Microsoft 365
PayPal
PoweredLocal
Slack
Trello
Twilio
X (Twitter)
join.me

Integrations

Better Proposals
Chat Agents
Cognito Forms
Constant Contact
Facebook
Facebook Messenger
Gmail
HubSpot CRM
HubSpot Customer Platform
Jotform
LiveChat
Mailchimp
Microsoft 365
PayPal
PoweredLocal
Slack
Trello
Twilio
X (Twitter)
join.me
Claim Thryv and update features and information
Claim Thryv and update features and information
Claim Zoho CRM and update features and information
Claim Zoho CRM and update features and information