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Zoho CRM, Advantages and Disadvantages

zoho crm advantages and disadvantages

Competitiveness is a virtue in the world of digital business. You must not stop paying attention to the tools that can potentially favor the activity of your project. CRM is one of these tools. One of the most popular options is Zoho CRM. Next, we will see what exactly is Zoho CRM, what are its benefits and what are its advantages and disadvantages.

Roughly speaking, the CRM is installed in the corporate and administrative processes of your company and these acquire fluidity: consequently, the sales cycle is streamlined and relationships with your customers become even closer.

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It is not just another software for administration and management of business resources: it is a perspective that provides dynamism and fluidity to your commercial activity. Stay to find out more.


What is CRM?

CRM is a business perspective that, although it sounds new, has been gaining strength for some years now. Initially it only denoted the tendency to look back at the client; namely, learn more about the customer, properly approach him.

Companies with a CRM strategy (acronym in English to say Customer Relationship Management), channeled their efforts to improve the customer experience. This satisfaction created loyalty and increased the possibility of acquiring new customers.

With the rise of digital tools, this perspective takes the form of software. It is a revolutionary change. The way of developing corporate and administrative processes changes. The language spoken is that of efficiency.

Bearing in mind the direct relationship with the client (that is, knowing valuable information), such processes are "purified": it detects which tasks are superfluous and which others need to be enhanced. This means that resources are made available to more optimal use.

What is Zoho?

A little history…

Within the framework of the digitization of this perspective, many CRM software brands are born. They are very similar to each other, because they offer more or less the same tools, but they vary radically in terms of the possibilities they offer and the use that can be given to them.

Zoho burst onto the scene in the mid-1990s. It was originally called AdvenNet and was dedicated to the design of telecommunications software. This experience configures all his subsequent development. By 2005 it became Zoho, a pioneer company in CRM software and cloud services.

In simple words, Zoho is…

Zoho is a company that offers a vast list of applications and software tools designed to operate within a company.

The products it offers, having the vast experience that supports them, guarantee a noticeable improvement in two aspects of the companies that acquire them:

  • Within the company, its processes are developed more fluidly.
  • Outside, it improves the relationship experience with its customers and its surroundings.

What about Zoho CRM?

This is one of the many digital tools that Zoho offers. Perhaps, it is the most popular and recommended. Research institute Nucleum Research named Zoho a leader in the CRM technology space in 2021.

Corporate giants like Amazon, Suzuki and others have successfully implemented it. This does not mean that it is inaccessible to small and medium-sized businesses. In fact, these are where revenue growth and optimization of resources are most frequently reported.

But how does Zoho manage to grow your business? To find out, you have to know the services and applications integrated in CRM. Later we will see its advantages and disadvantages.

What services does Zoho CRM offer?

Compared to other CRM software, Zoho's specializes in cultivating relationships between customers and your company. These relationships seek customer satisfaction, the greatest probability of attracting prospects, and effective communication that seeks to position your brand.

Remember that there is no better publicity than the recommendation of someone you trust.

But it doesn't stop there. Zoho gathers in one place that information that is so easily lost between piles of files from different dependencies. It allows real-time access to many types of information about your customers and leads.

For example, it allows you to know the path that a particular customer has taken on your website, how they have behaved, what preferences they have, and even know in real time at what stage of a sale your staff is interacting with them.

On the other hand, with his omnichannel tools, allows extended communication. Through the phone, mail, and social networks you can share information about your company's campaigns or promotions. You can also contact potential customers.


  1. It offers the service of an Artificial Intelligence, called Zia, that helps you immediately find the precise data you need; In addition, Zia is capable of making accurate predictions about clients and leads.
  2. High automation capacity; this allows you, for example, to schedule the sending of mass mailings, the projection of a sales cycle, or an entire workflow process, making it more dynamic by communicating reliable information.
  3. The follow-up of a specific client or group of clients, in the course of their experience in relation to your company, facilitates the management of agreements. In other words, more business is done in less time.
  4. Since the information flows more quickly, your collaborators know what the impact of their work really is in your company, since they have more clarity about their place in the sales cycle. The immediate effect that is generated is an increase in productivity.
  5. It has a very intuitive and friendly interface. Forget the cumbersome Excel tables, the difficulty when moving data or comparing them. Information is not only at your fingertips: it is understandable and useful.
  6. Set priorities based on the actual actions of your company. In addition, with Zoho you know what specific tasks you must carry out to meet your goals.


  1. Its implementation tends to take a little longer than the implementation of other CRM software. Being a software that integrates so many tools, the process to fine-tune them is somewhat time-consuming.
  2. Knowledge of English is required. Its Spanish version still contains some anglicisms. However, it is nothing that cannot be understood with a little practice.
  3. There is an advantage that can be, under unfortunate circumstances, a considerable disadvantage: it is software that is in the cloud. If for some reason you don't have an internet connection, you just can't access it.
  4. Since they are used in regions whose tax policies are so different from one another, Zoho CRM may not fully support your government processes, such as tax returns.

As you may have seen, Zoho CRM is an excellent option to manage your resources more efficiently, better organize your administrative processes, and streamline the sales cycle. Count on us for your project.

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