Zoho CRM  

Avis sur Zoho CRM

Zoho CRM

Logiciel CRM web et mobile intégrable

4.13/5 (360 avis)
109 254     34 369


Automatisation de force des ventes :
La solution d'automatisation des forces de vente de Zoho CRM vous aide à suivre vos leads, prospects, opportunités d'affaire et de clôturer plus de deals en moins de temps. Aussi, vous pouvez utiliser les données clients existantes pour de futures montées en gamme et opportunités de ventes additionnelles.


Automatisation des opérations marketing :
Avec l'automatisation marketing, vous pouvez efficacement planifier des actions marketing, augmenter la qualité du processus de génération de lead. De plus, vous pouvez mesurer la performance, l'efficacité, et donc le ROI de vos campagnes.


Service et support client :
La fonctionnalité Cas et Solutions de Zoho CRM vous permet de structurer le processus de support client à l'échelle de l'entreprise et autorise une meilleure intégration entre les processus de vente et le support client dans un seul système.


Gestion d'inventaire :
La solution de gestion d'inventaire de Zoho CRM vous aide à intégrer de façon fluide les activités avant et après les ventes dans une seule application. De plus, vous pouvez suivre la procuration de biens et services d'une liste personnalisée de vendeurs.

www.zoho.com

Zoho CRM Reviews (360)

Latest reviews

 Best CRM tool

IT is very easy to mange all the sales life cycle and get instantly information in the open potentials or the leads that are not conntacted yet, so you can focus in the rigth direction to grow your business. All the information you can overview in a single dashboard let you know how sales are ...

Read the full review
Reviewed 20 avril by Amit Singh

 

 ZOHO CRM

Read the full review
Reviewed 19 avril by Lauren Johnson

Lire tous les avis

Tarifs

À partir de: $12.00/mois

Modèle: Abonnement, Essai Gratuit, Freemium

Formule "Free" : Gratuite jusqu'à 10 utilisateurs
Formule "Standard" : $15 / utilisateurs / mois ($12 si engagement à l'année)
Formule "Professional" : $25 / utilisateurs / mois ($20 si engagement à l'année)
Formule "Enterprise" : $40 / utilisateurs / mois ($35 si engagement à l'année)
Formule "Plus" : $60 / utilisateurs / mois ($50 si engagement à l'année)

Fonctionnalités

  • Sales Force Automation
  • Marketing Automation
  • Customer Support & Service
  • Inventory Management
  • CRM Analytics
  • Workflow Management
  • Role-based Security
  • Developer API for Third-party Integration
  • CRM with Email
  • Integration with Microsoft Office & Outlook
  • Document Library
  • Reports & Dashboards
  • Mass Email
  • Social CRM
  • Workflow Approval Processes
  • Custom Modules
  • Multiple Currencies
  • Gamification

Captures d'écran (6)

Zoho CRM screenshot: Activities Kanban ViewZoho CRM screenshot: Dashboard - Choose what you want to view when you login to your accountZoho CRM screenshot: Dashboard- scroll and you can add more components to your home screenZoho CRM screenshot: Over 12 kinds of reports. Choose how you want to view themZoho CRM screenshot: Revolutionary email inbox for salespeople free on requestZoho CRM screenshot: Share news and receive updates from colleagues within CRM via Feeds

Spécifications

Utilisateurs types
Administrations Publiques, Grands Comptes (> 500 salariés), Indépendants, Moyennes PME (50-499 salariés), ONG, Petites PME (<49 salariés)
Supports compatibles
Android, iPhone-iPad, iPhone, iPad, Web
Géographies
Amérique Latine, Asie, Australie, Canada, Chine, États-Unis, Europe, Grande-Bretagne, Inde, Moyen-Orient et Afrique
Langues
Allemand, Anglais, Chinois (Simplifié), Chinois (Traditionnel), Danois, Espagnol, Français, Hollandais, Italien, Japonais, Polonais, Portugais, Suédois, Turc
Support
Assistance en Ligne, Base de Connaissances, FAQs, Forum, Téléphone, Tutoriels Vidéo

Alternatives à Zoho CRM

Bénéfices

Avec l'application, vos employés en déplacement retrouvent l'intégralité du CRM sur leur appareil iOS.

L'API publique et en libre service permet d'intégrer d'autres applications pour importer / exporter des contacts ou d'autres fonctionnalités.

En gérant les droits et accès de vos employés de façon adaptée, vous gardez le contrôle sur les informations et ouvrez plus de fonctionnalités à ceux qui en ont besoin.

Suivez les données qui ressortent de votre CRM et affichez les sur le tableau de bord qui vous permet de centraliser les informations importantes de façon ergonomique.

Qui est l'utilisateur type de Zoho CRM ?



Zoho CRM has a version for both enterprises and small businesses. Each has its own pricing model, with several options available for SMBs.

The software is geared toward any business that has a need for customer relationship management. Primarily sales organizations will benefit from Zoho CRM's features.

Voir l'Analyse Produit

Vidéo

Category Leaders

Avis
Intégrations
Mobile
Media
Sécurité

#2 sur CRM

Voir le classement complet
78
16
17
17
16
12

#2 sur Gestion des Ventes

Voir le classement complet
78
16
17
17
16
12

Ce classement résume les 25 applications les plus populaires sur GetApp. If an app is listed in more than one category, it has the potential to be ranked in each of these categories. The ranking is independent of any commercial campaign an app vendor has with GetApp. The ranking is based on 5 data points, each scored out of 20: reviews, integrations, mobile apps, media presence, and security.

Sécurité

Encryption

Yes
Encryption of sensitive data at rest
Yes
HTTPS for all pages

Access control

Yes
Multi-factor authentication options

Data policy

Yes
Data backup in multiple locations/GEO regions
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Amit Singh

Best CRM tool

20/04/2017

IT is very easy to mange all the sales life cycle and get instantly information in the open potentials or the leads that are not conntacted yet, so you can focus in the rigth direction to grow your business. All the information you can overview in a single dashboard let you know how sales are running.

Pour

wow

Rating breakdown

Rapport qualité-prix
Facilité d'utilisation
Features

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Oui   Non
Read more
Lauren Johnson

ZOHO CRM

19/04/2017

Pour

ZOHO Is VERY Customizable. The mobile app is beautiful. The organization is tidy, there is access to everything, and it is equally quick to navigate. It is easy to do all the basic features, and many advanced features. The mobile app won’t totally replace the dashboard but will allow a highly mobile salesperson to check in at the office less often. Finally, the app has enough flair to not be mind-numbing, but not so much as to be distracting. I found it to be a very solid extension of an office computer.

Contre

Not the best User Interface but the customer service is great. The mobile app has a solid set of features and the design is pretty intuitive. While the mobile app doesn’t give you access to the full spectrum of features you’d find on the website, it’s still very useful. There are a few other mobile – related issues that users feel Zoho should address, such as app crashes and adding additional email features.

Rating breakdown

Rapport qualité-prix
Facilité d'utilisation
Features
Support client

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Oui   Non
Read more
Gwen McClure

Just what I needed for my small business.

18/04/2017

Zoho was a good choice for me. I don't have time to spend hours training on a new software and to spend time on the phone with customer service folks. I wanted simple and easy and that's what Zoho is. That said, I can see Zoho has a lot more features than I need right now, so I feel comfortable I can grow into Zoho without having to go to another software.

Pour

When I called customer service they were very helpful. Great training videos, worth viewing before starting to use the product. I like the fact that someone at Zoho reached out to me a couple of times after I purchased the product. Great customer service and attention to customers! I was very impressed, it made me feel like a person, not just another sale.

Contre

Zoho is generally easy to use, with a few exceptions. To be fair to Zoho I had unreasonable expectations. I wanted to jump into Zoho without having to call customer service. The good news is I've only had to call them a couple of time and both times they were easy to get a hold of and quickly answered my questions.

Rating breakdown

Rapport qualité-prix
Facilité d'utilisation
Features
Support client

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Oui   Non
Read more
Fred Pieplow

Free Zoho CRM

18/04/2017

Works well. It seems the ability to create reports is limited in the free version. Such as creating a list of people to call with their name, company and phone number together requires two reports.

Pour

Good package. Keeps on top of contacts and to-do items.

Contre

Some functions blocked on free package

Rating breakdown

Rapport qualité-prix
Facilité d'utilisation
Features
Support client

Time used: 2+ years

Frequency of use: Monthly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Oui   Non
Read more
Irv Villacorta

Great Management and Tracking Software

17/04/2017

I used Zoho CRM software for over two years on a daily cadence and had relatively little bugs and issues. We managed all incoming and outbound leads for our department and also integrated a qualification survey to vet potential vendors. External users typically were able to complete the survey within 5-10 minutes which saved our company over 40 hours a week of management level labor. The external facing application could have been more user friendly but overall it was a success. I would recommend this software for small/mid size teams to track projects and leads, as well as create visually appealing progress reports and summaries.

Pour

Easy tracking of projects and leads Ability to link between multiple forms Centralized software to house data

Contre

Increased costs for additional data storage Could be more user friend for external users Slow product/IT support when system goes down

Rating breakdown

Rapport qualité-prix
Facilité d'utilisation
Features
Support client

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Oui   Non
Read more
Pierre-Emmanuel BRANGER

One of the best to start with !

14/04/2017

ZOHO CRM is definitely one of the best CRM to start with. I m working in a startup in HR and using Zoho. This is very convenient even for someone who has never touched a CRM before !!

Pour

Very convenient

Contre

Nee to start clean and to have someone who teach you during 1 or 2 hours to start with the good fondations.

Rating breakdown

Rapport qualité-prix
Facilité d'utilisation
Features
Support client

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10

Recommendations to others considering Zoho CRM

Start clean with the good forms and use ! Don't hesitate to pay someone to optimize and personalize the CRM for YOUR use.

Source: Capterra
Helpful?   Oui   Non
Read more
Adam Montgomery

Solid product but an overwhelming amount of features

14/04/2017

Overall I have enjoyed using Zoho CRM for my small business, but it did take a while to get use to the number of features and tools available. At times, it could be a little overwhelming, but once I found and learned the core functions that I would need for my business, using Zoho became much more enjoyable.

Pour

The tools in Zoho CRM all function well and are simple and intuitive to pick up.

Contre

The design and layout of the CRM often looks a little messy and rushed. Not always the cleanest looking.

Rating breakdown

Rapport qualité-prix
Facilité d'utilisation
Features
Support client

Time used: 6-12 mois

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Software Advice
Helpful?   Oui   Non
Read more
Melanie Wilson

Comparable to SalesForce, but cheaper and not quite as robust

12/04/2017

I've used SalesForce before and Zoho accomplishes ALMOST as much as SalesForce in regards to a basic CRM. However, there are quite a few integrations lacking that can cause some frustration.

Rating breakdown

Rapport qualité-prix
Facilité d'utilisation
Features
Support client
Source: Capterra
Helpful?   Oui   Non
Read more
andy dhanraj

Zoho CRM

11/04/2017

The Zoho CRM platform is fresh, responsive dashboard and user experience update rolls its sales, email marketing, reporting, and customer service power for small and medium-size businesses in a modern, intuitive package at an affordable price for all customers.

Rating breakdown

Facilité d'utilisation
Features

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Software Advice
Helpful?   Oui   Non
Read more
Christoforos Aivazidis

The best crm for a small or medium company

14/03/2017

Pour

It has a free version You can set it up in minutes , very quickly Use it from any ware , it is on the web

Contre

The support is not responding very fast and this might be an issue sometimes. The pro version might cost you more than other payed crm.

Rating breakdown

Rapport qualité-prix
Facilité d'utilisation
Features
Support client

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Software Advice
Helpful?   Oui   Non
Read more

Analyse Produit

Zoho CRM is a Customer Relationship Management (CRM) solution that works with a business's existing email. Because Zoho CRM is cloud-based, no setup is required and it can be accessed from anywhere, using computers or mobile devices.

Using Zoho CRM, businesses can generate and track leads, manage tasks, and follow the entire sales pipeline directly in the app. This allows team members to work collaboratively, accessing up-to-date information on each lead.

Qu'est-ce que Zoho CRM ?

Zoho CRM takes over the administrative work, letting sales teams focus on what they do best: selling. Using provided forms, Zoho CRM users can generate leads from their existing websites and populate their Zoho CRM databases automatically.

Workflows let administrators set up actions to be executed when certain criteria are met. This gives businesses control over how leads are handled.

Fonctionnalités Clés

Lead Management

In the Leads module, professionals can see a list of leads, along with relevant contact information. These leads can be filtered by All Open Leads, My Leads, Today's Leads, Converted Leads, Unread Leads, and My Converted Leads.

In addition to manually entering a new lead into Zoho CRM, businesses can import existing leads from an Excel spreadsheet. Leads can be connected to a Lead Owner, who will be listed in the system as the primary team member responsible for that client.

Tasks

Tasks appear on the dashboard in a list, showing users items that needs to be attended to immediately. A salesperson can click on the task to go directly to that lead's section in order to make contact. Once the task is closed, it will no longer appear in the list of open tasks on the dashboard.

Meetings can be scheduled directly within Zoho, along with setting up a notification that will remind the user of the meeting at a designated time. A lead can also be converted into a contact from the task screen.

Workflows

Workflows put businesses in charge, letting them automate tasks. Similar to the rules set up in email software, Workflows let users set up an action (i.e. sending an email) and an event that should trigger that action (i.e. a new lead is added to the system).

Tasks can also be automated using Workflows. Each time a new event occurs, Zoho CRM can be set to automatically deploy a new task, assigning it to a specified user. The user can also be sent a notification each time a new task is automatically assigned to him or her.

Lead Follow-Up

Emails can be generated directly within the Zoho CRM interface. A user merely navigates to the Leads module, checks the box of each lead who will receive the email, and clicks "Send Email." The user can then choose from a list of previously created templates to send a professional email to a group of leads.

All emails are listed on the dashboard in the Email section. From here, users can respond to emails, schedule meetings, convert the lead to a contact, and more.

Email Integration

Zoho CRM can integrate with a business's existing email environment, allowing for easy sharing of email information between users within an organization. Using its server information, a business can pull email accounts into Zoho CRM within minutes.

Once email has been integrated, users can access new messages and reply them from directly within Zoho CRM. A list of all emails will be available under each lead's information.

Intégrations

In addition to email integration, Zoho CRM can connect to many apps businesses use each day. Zoho CRM cleanly integrates with Microsoft Outlook, Microsoft Office, PhoneBridge, and QuickBooks.

Zoho CRM for Google Apps take the software beyond simple email integration. Using Zoho's API, developers can customize Zoho CRM to work as a business requires.

Tarifs

For up to three users, a free plan includes all of the basic features of Zoho CRM, with up to 5,000 records. A standard plan that adds sales forecasting, reporting, and more is available for $12 per user per month, while a plan that includes email integration costs $20 per user per month. An enterprise version for multi-level organizations is available for $35 per user per month.

Conclusion

  • Lead generation through a business's website.
  • Track all activity associated with a specific lead.
  • Email integration allows all communication to be managed in one place.
  • Workflows allow actions to be triggered by specific events.
  • Tasks help businesses ensure tasks are completed.

Frequently used together