Zoho ContactManager Reviews

User Rating

4.3/5 (Based on 106 Ratings)

Rating Distribution

Excellent
45.3%
Very Good
45.3%
Average
7.5%
Poor
0.9%
Terrible
0.9%

User Sentiments

Ease of Use, Mobile App Functionality, Gmail Integration, Contact Organization

Contact Merging Issues, Limited Export Functionality, Lack of Comprehensive Tutorials, Mobile App Deficiencies

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Review Summary

Zoho ContactManager, a sales software, excels in user-friendliness, customization options, and integration capabilities. Reviewers appreciate its intuitive interface, extensive features, and its seamless integration with other Zoho products. However, it may not cater to highly complex sales processes, and its reporting capabilities could be improved. Overall, users find Zoho ContactManager a reliable and versatile tool for managing sales activities, yet some suggest exploring alternatives for more advanced sales requirements.

Pros

Userfriendly interface: Easy to navigate and manage contacts, leads, and opportunities.
Comprehensive CRM features: Includes contact management, lead generation, sales tracking, and customer support.
Mobile app: Access your CRM data and manage your sales pipeline on the go.
Integration with other Zoho products: Seamlessly connect with Zoho CRM, Zoho Mail, Zoho Projects, and other Zoho applications.

Cons

Limited customization: Lacks the flexibility to fully customize the CRM to specific business needs.
Limited reporting capabilities: Reporting options are somewhat basic and may not meet the needs of larger businesses.
Limited thirdparty integrations: Integrates with a limited number of thirdparty applications compared to other CRM systems.
Occasional glitches: Some users have reported experiencing occasional glitches and bugs in the software.

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Reviews

Olaf

July 1, 2021 Source: Financesonline.com

Works well at managing contacts

PROS & CONS

What are the best aspects of this product?

I love how easily and quickly this tool integrated with our existing IT infrastructure. It is also to distinguish different contact groups with this tool and has not caused any confusion among the team.

What aspects are problematic or could work better?

In future versions of this tool, I would like an auto-note option on an account's profile page. I think the current note function is pretty redundant and sometimes confusing.

What specific problems in your company were solved by this product?

Thanks to this tool, we have even more contact points and carrier contacts. We've also become more organized than ever before.

Are you a current user of this product?

Yes

Hermina

June 15, 2021 Source: Financesonline.com

Simple and easy to use

PROS & CONS

What are the best aspects of this product?

I can't stress enough how much I love the user-friendliness of this tool. And on top of that, it works robustly and I have a variety of options to choose from.

What aspects are problematic or could work better?

Honestly, since it gives me everything that I need from it, I can't think of anything to complain about.

What specific problems in your company were solved by this product?

This has made our work process move much more quickly since it is so user-friendly, and all the information we need can be found in just one location.

Are you a current user of this product?

Arianna

January 3, 2021 Source: Financesonline.com

The sync with Gmail is great

PROS & CONS

What are the best aspects of this product?

The thing that I like the most about this tool is how easy it was to import my Gmail contacts. Setting it up was so quick and easy that it felt like it was up and running in no time. Exporting contacts to other connected suites was also easy to do.

What aspects are problematic or could work better?

The merging feature can use some improvement. I have several duplicate contacts and it would be great if a future version would have a better merge feature.

What specific problems in your company were solved by this product?

It has helped organize contacts. Whenever I find a lead, I just paste it onto this tool and I'm done.

Are you a current user of this product?

Kayleigh

September 9, 2019 Source: Financesonline.com

Smoothly integrated with our system

PROS & CONS

What are the best aspects of this product?

We had a very talented vendor helping us out, so the process of exporting to this tool has been relatively smooth. I am amazed at how well this tool integrates with the rest of our software, and how smoothly things have progressed from there.

What aspects are problematic or could work better?

I want the process of merging contact to be more user-friendly and simple. It works out well when you're just working with two or three contacts, but it can get tedious when you're working with 10 or more. It's so time-consuming to have to do multiple rounds of merging when it is more than 10 contacts and I feel that time could have been better used doing something else. If they do something about this in future versions I would appreciate it.

What specific problems in your company were solved by this product?

Thanks to this tool, we've been able to target our audience and monitor our campaigns effectively so we've ended up with more donations than before. We've been able to monitor and study successful campaigns, on top of being able to specifically target audiences in terms of certificate programs versus programming versus academics.

Are you a current user of this product?

Yes

Gary K

April 3, 2018 Source: G2.com

"Loving it!"

What do you like best?

It is one of the simplest yet most powerful CRM's available with multiple app's to choose from.

What do you dislike?

Can't say anything negative - it does what I want and need

Recommendations to others considering the product:

Don't hesitate

What problems are you solving with the product? What benefits have you realized?

Everything in one place and easy to use

User in Aviation & Aerospace

March 30, 2018 Source: G2.com

"Easy to use"

What do you like best?

Very intuitive and the card scanner is great

What do you dislike?

card scanner and search functionality on app needs improvement

What problems are you solving with the product? What benefits have you realized?

replacing another contact manager. Much easier to use

Joaquín M

February 9, 2018 Source: G2.com

"Zoho ContactManager"

What do you like best?

Me gusta porque es una herramienta sencilla para ordenar tus contactos, hacer seguimiento y concretar negocios.

What do you dislike?

Por el momento no tengo comentarios sobre este tema.

Recommendations to others considering the product:

Sí.

What problems are you solving with the product? What benefits have you realized?

Orden en la administración de contactos.

Katie R

January 23, 2018 Source: G2.com

"Dependable"

What do you like best?

As a solopreneur, I depend on ZoHo to keep me organized and moving forward.

What do you dislike?

I need more assistance in the set up and it's been difficult to get the set up support that I need.

Recommendations to others considering the product:

Be sure you have someone with a strong technology background to help you set up.

What problems are you solving with the product? What benefits have you realized?

Organization.

Administrator in Insurance

January 22, 2018 Source: G2.com

"Great Management App"

What do you like best?

Integration with other apps that our organization utilizes. Very Specific, easy to differentiate the contact groupings

What do you dislike?

I think that all zoho apps should be given the option to auto-note an account's profile page, more often than not, the noting seems to be repetitive and duplicitous.

What problems are you solving with the product? What benefits have you realized?

Carrier Contacts, organization, and increased data points

Ian M

December 12, 2017 Source: G2.com

"Connects well with Gmail."

What do you like best?

I was able to import my contacts from Gmail. This is a wonderful cloud and within no time i was up and running. what's more i can easily export my contacts to zoho crm.

What do you dislike?

Duplicates. I still have alot of duplicates contacts. I hope there is a way i can merge all the duplicate contacts.

What problems are you solving with the product? What benefits have you realized?

I look for leads on the internet. so i copy all the contacts am browsing on the internet to zoho contacts.

Zoho ContactManager Reviews

User Rating

Rating Distribution

User Sentiments

Do You Use Zoho ContactManager?

Review Summary

Pros

Cons

Olaf

PROS & CONS

Hermina

PROS & CONS

Arianna

PROS & CONS

Kayleigh

PROS & CONS

Gary K

What do you like best?

What do you dislike?

Recommendations to others considering the product:

What problems are you solving with the product? What benefits have you realized?

User in Aviation & Aerospace

What do you like best?

What do you dislike?

What problems are you solving with the product? What benefits have you realized?

Joaquín M

What do you like best?

What do you dislike?

Recommendations to others considering the product:

What problems are you solving with the product? What benefits have you realized?

Katie R

What do you like best?

What do you dislike?

Recommendations to others considering the product:

What problems are you solving with the product? What benefits have you realized?

Administrator in Insurance

What do you like best?

What do you dislike?

What problems are you solving with the product? What benefits have you realized?

Ian M

What do you like best?

What do you dislike?

What problems are you solving with the product? What benefits have you realized?

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