Zoho CRM

Zoho CRM

CRM multicanal para empresas de todos los tamaños

4.2/5 (3956 opiniones)

Información general sobre Zoho CRM

¿Qué es Zoho CRM?

Zoho CRM brinda a las organizaciones de pequeño y gran tamaño una solución completa de gestión del ciclo de vida de las relaciones con los clientes para gestionar ventas, marketing, asistencia al cliente y servicios, y gestión de inventarios, todo en un sistema de negocios único y en toda la organización.

Automatización de la fuerza de ventas:

Un buen CRM empodera a los equipos y a las empresas que lo usan. Un CRM inteligente te brinda la información que necesitas de manera que puedas usarla. Un CRM ideal te ofrece una solución para simplificar tus procesos desde el primer día. Zoho CRM incluye lo bueno, lo inteligente y lo ideal en un paquete listo para la empresa. Zoho CRM admite la automatización de las actividades de ventas, los procesos y las responsabilidades administrativas para mejorar la eficacia de venta de los profesionales de ventas.

Automatización de marketing:

Con la automatización de marketing de Zoho CRM, puedes planificar eficazmente actividades de marketing y mejorar la calidad del proceso de generación de clientes potenciales. Además, puedes medir el rendimiento y la eficacia (ROI) de las campañas.

Servicio y asistencia al cliente:

La funcionalidad de casos y soluciones de Zoho CRM te da la posibilidad de optimizar el proceso de asistencia al cliente de toda la organización y permitir una mejor integración entre los procesos de ventas y asistencia al cliente en un solo sistema.

Gestión de inventarios:

Zoho CRM Inventory Management te ayuda a lograr una integración perfecta entre las actividades de preventa y posventa en una sola aplicación. Además, también puedes hacer el seguimiento de la adquisición de bienes o servicios de la lista de proveedores preferidos.

Información general sobre Zoho CRM

Precio

A partir de
USD 12.00/año

Opciones de precios

Prueba gratis
Gratis
Suscripción
Relación calidad-precio

Funciones de Zoho CRM

Dispositivos
Tamaño de la empresa
P M G
Disponible en los países siguientes
Asia, Australia, Brasil, Canadá, China y otros 5, Europa, Alemania, India, Japón, Latinoamérica
Idiomas admitidos
Árabe, Chino (simplificado), Chino (tradicional), Checo, Danés y otros 15, Neerlandés, Inglés, Francés, Alemán, Hebreo, Húngaro, Italiano, Japonés, Coreano, Polaco, Portugués, Ruso, Español, Sueco, Turco

Capturas de pantalla

Captura de pantalla de Zoho CRM: Zoho CRM's home screen with fully customizable dashboards.
Captura de pantalla de Zoho CRM: Zoho CRM's home screen with fully customizable dashboards. Captura de pantalla de Zoho CRM: Zoho CRM's lead management module gives businesses a way to easily manage all leads. Captura de pantalla de Zoho CRM: View lead details and perform multiple other actions. Captura de pantalla de Zoho CRM: Manage the way your business is run with intelligent reporting that breaks down key metrics relating to your sales trends, marketing campaigns, team performance, and more. Captura de pantalla de Zoho CRM: Zoho CRM's dashboard view provides analytical insights that gives you a detailed overview of all the important data. Captura de pantalla de Zoho CRM: Visualize the sales pipeline, know your deal stage and estimate your future revenues. Captura de pantalla de Zoho CRM: Unified Setup allows you to personalize Zoho CRM to your business specific needs.

Opiniones de Zoho CRM

Opiniones de Zoho CRM

Calificación general
4.2
/
5
Excelente
1834

Muy bien
1392

Normal
544

Pobre
130

Malo
56

Relación calidad-precio
4.2
Funciones
4.2
Facilidad de uso
4
Asistencia al cliente
4
82% Un ha recomendado esta aplicación
Marshall M.

A highly extendable CRM with small business affordability

Zoho CRM is simple enough to immediately begin improving a company's sales process out of the box, but powerful enough to create complex workflows, automation, custom solutions, and integrations.

We were able to immediately start saving time working through leads, while continuing to improve and hone our sales experience, and then our customer experience by integrating with our Accounting system and Ticketing system.


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Thamara P.

One of the best customizable CRM

Zoho has allowed us to optimize our pre-sales and sales efforts. Taking into account, the versatility of the tool to close opportunities. Additionally, we have incorporated the service delivery process using the project module for this procedure.

I estimate to be using the rest of the modules of the tool, starting with emailing marketing


Traducir con Google
Gaelan D.

Great for small businesses

We moved to Zoho CRM in 2014 when we were looking for a cloud based CRM. We have used it in a few different business and it is easy to use and teach to others.


Traducir con Google
Guillaume P.

Great CRM as part of Zoho One

Our company needed a set of software to run our startup business. We wanted something more than just a storage or email solution. Of course, we also needed a CRM. After having used a number of CRM over the years, I wanted something that was simple but configurable and also that could also help us for the occasional marketing email.
Thanks to Zoho CRM, we can keep track of our deals and contact, ensure that nothing falls between the cracks. Did I mention the automatic email tracking ?


Traducir con Google
Usuario verificado

If you want to keep your sanity, then stay away from ZOHO

The benefits this software provides is nothing more than any other CRM available. Keep records of your accounts, logs of communication, track your sales pipeline, etc. etc.


Traducir con Google
Marshall M.
Traducir a español

A highly extendable CRM with small business affordability

Software usado A diario durante Más de un año
Revisado el 19/6/2018
Fuente de la reseña: Capterra

Zoho CRM is simple enough to immediately begin improving a company's sales process out of the box, but powerful enough to create complex workflows, automation, custom solutions, and integrations.

We were able to immediately start saving time working through leads, while continuing to improve and hone our sales experience, and then our customer experience by integrating with our Accounting system and Ticketing system.

Puntos a favor

Beyond the basics of contact management, workflows and custom fields, Zoho CRM makes it especially easy to find the last communication and pick up right where you left off with any lead, deal, or client. It syncs with other Zoho products, as well as many external systems, making it perfect for a connected workflow. It also has an available API for creating custom application integrations.

Creating custom workflows and approvals with Blueprint is a straightforward process, and the power that it provides for process management and automation cannot be underestimated.

Self service portals for clients are another great addition to the power of the CRM.

There are multiple billing levels available, so the system will scale with your business, or even better check out Zoho One for a simple and affordable solution to even more of Zoho services.

One final Pro is that Zoho is consistently looking to make their product better, and has shown an extraordinary commitment to improving it's design and functionality. If you don't like something now, submit feedback and wait a little while, and it might appear.

Puntos en contra

Integrating the CRM with other Zoho products can be complicated, and the integration experience is not completely consistent yet. It is clear that this is something that is being improved, but some of the products are not at the same level of polish as Zoho CRM.

Zoho's introduction of an AI assistant is certainly cool to see, but it isn't quite ready for prime-time and much of what it can do doesn't seem to add a lot of value versus not having an AI. However, this will certainly continue to improve with feedback and it is good to see AI as a focus of future innovation in the product.

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación: 10.0/10

Thamara P.
Sector: Tecnología y servicios de la información
Tamaño de la empresa: 13-50 empleados
Traducir a español

One of the best customizable CRM

Software usado A diario durante 6-12 meses
Revisado el 5/8/2018
Fuente de la reseña: Capterra

Zoho has allowed us to optimize our pre-sales and sales efforts. Taking into account, the versatility of the tool to close opportunities. Additionally, we have incorporated the service delivery process using the project module for this procedure.

I estimate to be using the rest of the modules of the tool, starting with emailing marketing

Puntos a favor

1061/5000
Zoho CRM is the best CRM on the market for the needs of customizing a tool.
From Zoho CRM you can integrate all the elements for interaction with customers or future customers.
Zoho is the only tool from my experience that allows to create, through a simple algorithm and conditions, the workflow of an area. Start with a client, potential clients and opportunities. From there the flow continues according to what the company has defined.
From this tool you can cover the initiatives oriented to prospects and clients: marketing, activation project, indicators, social network management, customer service, emailing marketing, inventory, human resources management, among other features.

It is one of the tools that allows to start its use from the interaction of webinar

It really allows to integrate the modules according to the company's need. Even.

Important that prestigious organizations use this tool to manage customer requirements

Puntos en contra

Points that could be improved from this excellent CRM tool, is to include tutorial guides, as well as include a base configuration of a CRM, that is, show an initial configuration of the use of the tool. Taking into account, simple modules to implement the tool in any organization: social networks management or emaling, capture the prospect, add opportunities, billing management, customer registration.

Allow to have a Zoho advisor to implement the tool. More for the questions that may arise. Taking into account, being able to add your workflow is one of the best features of this tool, however, it would be of added value to have examples within the same tool. Allow user to do exercises of this workflow, and with this it would be easier to implement customization

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación: 9.0/10

Gaelan D.
Sector: Entretenimiento
Tamaño de la empresa: 13-50 empleados
Traducir a español

Great for small businesses

Software usado A diario durante Más de dos años
Revisado el 29/3/2020
Fuente de la reseña: Capterra

We moved to Zoho CRM in 2014 when we were looking for a cloud based CRM. We have used it in a few different business and it is easy to use and teach to others.

Puntos a favor

It is very easy to add fields/change fields and customize as you wish. For the most part, it is very intuitive and user friendly.
Integrates with many different programs.
We had a Zoho expert set up our account and do training with us and that was worth the time and money.

Puntos en contra

Features can be limited on lower priced tiers.
It can be difficult to find solutions to common problems.

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación: 8.0/10

Guillaume P.
Sector: Tecnología y servicios de la información
Tamaño de la empresa: 2-10 empleados
Traducir a español

Great CRM as part of Zoho One

Software usado A diario durante 6-12 meses
Revisado el 6/2/2020
Fuente de la reseña: Capterra

Our company needed a set of software to run our startup business. We wanted something more than just a storage or email solution. Of course, we also needed a CRM. After having used a number of CRM over the years, I wanted something that was simple but configurable and also that could also help us for the occasional marketing email.
Thanks to Zoho CRM, we can keep track of our deals and contact, ensure that nothing falls between the cracks. Did I mention the automatic email tracking ?

Puntos a favor

The email tracking really helps understanding engagement. The ability to send small mass-emails directly from the CRM without having to use a third party email is great for a startup.
We also like the ability to automatically schedule a web meeting from the CRM.

Puntos en contra

The interface is a little bit old fashioned. It would be great if the system could be a little more flexible in terms of sales activities that can be recorded.

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación: 9.0/10

Usuario verificado
Sector: Software informático
Tamaño de la empresa: 51-200 empleados
Traducir a español

If you want to keep your sanity, then stay away from ZOHO

Software usado A diario durante Más de dos años
Revisado el 22/6/2018
Fuente de la reseña: Capterra

The benefits this software provides is nothing more than any other CRM available. Keep records of your accounts, logs of communication, track your sales pipeline, etc. etc.

Puntos a favor

The CRM is easy to use. Unlike other CRM products, with Zoho you don't have to be an expert to get started. The interface is clean and easy to use. It doesn't have all the insane features that other products have, but that is what sets Zoho apart because they are trying to keep it simple for small businesses.

Puntos en contra

There's too many issues with this product to even begin listing. The application is buggy. I started reporting bugs to their support department but they occupied too much of my time and would remote into my computer and repeat the same steps over and over again, expecting a different result. I gave up on reporting issues. They don't even care to fix them anyways. The support is extremely poor. I'd rather have them offer no support than the support they provide, as you'll get even more frustrated with their support than not even having support at all. We had an "Enterprise Account Manager" which wasn't very responsive. Any unresolved issues with the application he would just send back to the support department (the same support department you'd been previously fighting with for months on petty issues) and then nothing would end up getting done. Based on my conversations with the account manager, I can confidently say that nobody in the organization has any clue what's going on. Nobody in the company has any empowerment to do anything, everybody acts like pre-programmed robots. There is a horrible communication gap between departments, nobody is on the same page, everybody just passes the buck thinking somebody else will take care of the issue. You can tell there is a pretty bad work ethic and culture. You'll get the run around and end up getting exhausted and give up. You end up having a second job just trying to deal with Zoho. It's quite simple, STAY AWAY.

Desglose por calificación

Relación calidad-precio
Facilidad de uso
Asistencia al cliente

Probabilidad de recomendación: 0.0/10

Recomendación de usuario
7.9/10
Basado en 3956 valoraciones de usuarios
Compara con las alternativas según las recomendaciones de los usuarios
Compara las alternativas

Precios de Zoho CRM

Precios de Zoho CRM

A partir de
USD 12.00/año
Prueba gratis
Gratis
Suscripción
Relación calidad-precio
Relación calidad-precio
4.2/5
Basado en 3956 valoraciones de usuarios
Compara las alternativas según la relación calidad-precio
Compara las alternativas

Funciones de Zoho CRM

Funciones de Zoho CRM

API
Base de datos de clientes
Campos personalizables
Creación de informes personalizables
Creación de informes y estadísticas
Creación de marca personalizable
Datos en tiempo real
Encuestas y comentarios
Gestión de calendarios
Importación y exportación de datos
Integración de CRM
Integración de correo electrónico
Integración de redes sociales
Integración de terceros
Modelos personalizables
Notificaciones automáticas
Pagos electrónicos
Panel de actividades
Recordatorios
Seguimiento de actividades
Funciones
4.2/5
Basado en 3956 valoraciones de usuarios
Compara con las alternativas según la valoración de características
Compara las alternativas

Categorías

Vídeos y tutoriales

Vídeos y tutoriales

Preguntas frecuentes sobre Zoho CRM

Preguntas frecuentes sobre Zoho CRM

He aquí algunas preguntas frecuentes sobre Zoho CRM.

P. ¿Qué tipo de planes de precios ofrece Zoho CRM?

Zoho CRM ofrece los siguientes planes de precios:

A partir de: USD 12.00/año

Modelo de precios: Gratis, Suscripción

Prueba gratis: Disponible

P. ¿Cuáles son las características principales de Zoho CRM?

No tenemos información sobre las características de Zoho CRM

P. ¿Quiénes son los usuarios habituales de Zoho CRM?

Los clientes habituales de Zoho CRM son:

Trabajadores autónomos, Empresas Grandes, Empresas medianas, Sin ánimo de lucro, Administraciones públicas, Empresas pequeñas

P. ¿Qué idiomas admite Zoho CRM?

Zoho CRM admite los siguientes idiomas:

Árabe, Chino (simplificado), Chino (tradicional), Checo, Danés, Neerlandés, Inglés, Francés, Alemán, Hebreo, Húngaro, Italiano, Japonés, Coreano, Polaco, Portugués, Ruso, Español, Sueco, Turco

P. ¿Qué tipo de planes de precios ofrece Zoho CRM?

Zoho CRM cuenta con los siguientes planes de precios:

Gratis, Suscripción

P. ¿Zoho CRM es compatible con dispositivos móviles?

Zoho CRM admite los siguientes dispositivos:

Android, iPhone, iPad

P. ¿Con qué otras aplicaciones se integra Zoho CRM?

Zoho CRM se integra con las siguientes aplicaciones:

ActiveCampaign, Adobe Sign, ClickDesk, HelpOnClick Live Chat Software, Nimble, SeamlessGov, TeamSupport, Zoho Books, Zoho Invoice, Zoho Recruit

P. ¿Qué tipo de asistencia ofrece Zoho CRM?

Zoho CRM ofrece las siguientes opciones de asistencia:

Preguntas frecuentes, Foro, Base de conocimientos, Asistencia en línea, Asistencia telefónica, Tutoriales en vídeo