Zoho crm provides a wholistic platform that allow for ease in project execution however there is need additionally fine tune aspects such as its gantt chart to allow for great flexibility. It is a great software with flexible pricing options especially for upcoming businesses.

Overall experience was really good. It met all of our requirements from lead management to follow-ups, to reports and analytics.

Es excelente para administrar las actividades comerciales

At my digital marketing firm, we've been utilising Zoho CRM for lead management and sales process optimisation for a few months now. The degree of customisation offered was one thing that caught my attention straight immediately. With the help of custom fields, we were able to modify the CRM to meet our unique requirements and smoothly incorporate lead sources into our sales funnel. It did take some time at first to become used to Zoho CRM. Nonetheless, the learning curve wasn't as high as expected, particularly with the lessons and guidance that were readily available. The capacity to automate workflows was a game-changer once we figured it out. Our follow-up procedure was much accelerated when we put up automatic answers for new leads. The integration with other Zoho applications,like Zoho Books and Campaigns, was really practical. We could easily synchronise data, avoiding manual entry time and guaranteeing platform consistency. But there were times when we need further assistance. Although the knowledge base answered most of our questions, we encountered a little problem involving a technical issue that needed to be fixed right away. It was a little disappointing because getting in touch with customer service took longer than anticipated during a pressing moment. Still, the mobile app saved my life when travelling and attending client meetings. We were able to stay informed even while we weren't in the office as it gave us instant access to customer data and lead updates.

Overall, my experience with Zoho CRM has been good. For my job role, it has helped me greatly by providing the necessary tools to make my job more efficient and effective.