Zoho Reports - a must have add-on with Zoho CRM
December 19, 2017
Zoho Reports - a must have add-on with Zoho CRM
Score 9 out of 10
Vetted Review
Verified User
Software Version
Standard
Overall Satisfaction with Zoho Reports
We use the Zoho Reports for two different sales teams, onboarding, account management and support. Zoho Reports allows us to gather data at a company level, but then also be able to break it down to a department and team level too.
- Easily sync data with our CRM to provide more detailed look into our metrics.
- Reporting options make it easy to display the information needed for each manager.
- Scheduled reporting helps free up my time to do other tasks.
- A bit of a learning curve to begin with and so there could be some additional materials to help get started easier.
We use both products at my company, so it isn't a matter of selecting Zoho Reports over Quick Base. But I do find Zoho Reports easily to use in combination with Zoho CRM and the other Zoho Products that we use.