Joomla! vs. Zoho CRM Plus

If your developers want to have some fun, Joomla offers the stability and friendliness to do custom coding. Certain marketing initiatives require us to get "cute" with the interface, and Joomla allows for that a bit easier than WordPress (and definitely easier than sites like Squarespace). The security of Joomla is also always a plus.

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Starting with campaigns, once we send the campaign out, prospects who open it are moved into the sales funnel; the sales team then calls or emails the prospect. Our VOIP works in conjunction with Zoho CRM Plus, so phone calls are logged into the contact. And generates another call, letter, or appointment with the client on the Zoho calendar. Emails are sent through Gmail since Zoho CRM Plus does not work with Gmail. The client's email must be copied and pasted into Gmail. (responses are tracked in the Zoho CRM Plus). Once the sales team meets with the client and starts the process, it turns into an "opportunity" where all stages in the sale are tracked. We mail merge the contact info to the correct letter template, then download it into "Word," where the letter is proofed and corrected as necessary (Zoho merge does not allow you to work in "Word" 2019). When finalized, it is then uploaded back into Zoho CRM Plus under the Opportunity. The sale then continues through the process, and once signed off on, all the details of the job are logged into the Zoho CRM Plus. When the job is completed and closed out, Zoho CRM Plus automatically sends the client a thank you email. The client will then can biannual automatic emails reminding them to set up their bi-annual inspection.

• Security. Its got many new features in the new Joomla! 4 which make the already good security even better. I like the ability to use my Yubi keys to log in with the new webauth standard, I don't think any other CMS has that built in
• W3C Accessibility Guidelines (WCAG) 2.1 (with AA compliance)
• Really good SEO that gets our sites to the top of the search engines again without the need for any extra things
• Speed, it gets a really good score (100%) in the google lighthouse on our server, can't beat that

• Zoho CRM Plus is very good at automating many functional areas of our company including: sales, marketing, operations, and engineering. It is functionally rich, and matches the functionality we used to have with Salesforce.com, but at a much more reasonable cost.
• Zoho CRM Plus is easily "configured" to match our business processes. The ability to configure the user interface is very good, and the "BluePrint", custom functions, and reporting allow us to automate our unique operational needs.
• The buying process for Zoho CRM is extremely friendly. You can switch between software types from basic CRM to Zoho CRM +. You also can pay monthly, or annually, and don't have to purchase months before your renewal dates and get pestered by sales people.

• Because Joomla's user community is smaller than WP, it lacks as many choices from 3rd party developers, meaning it can be a little more difficult to find the right extension for what you need to accomplish
• Along the same vein, most of the best 3rd-party software for Joomla! is paid
• Simple features such as Add to Menu and Cache cleaners should be adopted as part of the Joomla! core, though they are available as extensions
• Joomla! could use a simpler and easier URL rewriting process

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• Managing attachments. Limited space for each user and you can’t easily delete attachments in bulk so if you reach your limit it becomes expensive to buy more space or labor-intensive to find and delete attachments manually.
• You can’t filter accounts by their related module fields. For example, in list view, filter all accounts with more than one contact.

I gave it a rating of 10 because I just love how Joomla! works, how it is set up and how it handles many users. Also it is very fast, and there is no overload on the MySQL database or servers ever.

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Joomla! 3.x is easily installed either manually or via a script provided by your host. It contains most of the tools needed to begin creating websites right from the start. Those features that it doesn't have are easily installed via links and buttons from the thousands of extensions available in the community

I personally started off as a CRM novice. But in a matter of 2 months, I was writing my own custom workflows, playing with modules and fields, and training my sales and operations teams to manage leads and accounts. Simply put, the system is intuitive after a brief introduction. The level of customization is staggering until you change your mindset. Zoho CRM Plus excels where you're able to attack your goals as problems already solved in the platform — you just need to locate the feature to make what you want to happen... happen! I equate it to the Adobe Creative Suite. You don't pick the fun filter before you lay out what exactly you want to draw. With that mindset intact, you can dial in the system to meet your and your team's needs based on your proposed SOLUTIONS, not just leaning heavily into a single feature to "force" some ROI.

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Today's Modern Joomla performs very well and is robust and durable. The pages load faster than they ever did in the past and Modern Joomla's integration into other software or systems has become seamless. Modern Joomla sites will last long and will stay running forever.

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Between the core Joomla developers who are excellent at answering questions and providing support, you have a whole community of developers who work with Joomla and are happy to help fellow developers out answering questions and supporting the Joomla project. Out of the many communities I am involved in for open-source software, Joomla's community is by far the best.

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Every account representative I have worked with has been extremely helpful and nice. You can tell the account reps and support staff truly care about the product and want to provide you with the resources that you need. The response time is also fast for support inquiries and that has been a massive help for us.

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It is good if you know Joomla! if not it can get a bit confusing

Joomla has gone through tremendous growing pains. It is now better than ever. But before, when it was going from 1.5-2.5, the templates and plugins would break over and over again. If you don't understand what Joomla was trying to do back then, you might have a bad attitude toward it. Today, those pains are over and things don't break like they used to during that time period.

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We tested other platforms like WordPress, Magento and some local CMS. 
But Joomla offered us better resources for generating content.
Joomla is a CMS suitable for many types of projects, especially if you have several people editing content at the same time. 
It allows you to maintain visual standardization and offers many options for working with images. 
With its ability to control access to different articles, categories or even different components, it is a great tool, even if they are managed by different people.

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I utilize HubSpot to gather data based on IP addresses from customers who visit our website. I do not use Zoho CRM for forms since the customization is clunky to design. HubSpot collects account data from the form and that helps me evaluate to sales potential of that account. Then I use Zapier to Zap the info into Zoho. Zoho CRM then is used to reach back out to the customer and begin tracking interactions

I would recommend that module wise update feature be opened up, for free to an additional 50-75% of paid users. These users can be restricted to work on a single module to update information only where they do not cross over multiple modules

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I already discussed this prior with the Enterprise Support. But them aside, I'd be remiss if I didn't mention Zoho is committed to connecting their userbase together. Within a month or two of using the product, we were told about Zoho User Groups. We had one right in my backyard (Chicago). I was able to both attend a meeting (pre-covid), and then stay in touch in an integrated Cliq channel. I always have power-users at my fingertips to ask quick questions. That Zoho makes it a point to keep these connections, and empower them... makes my life easier when inevitable "wants" pop up.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info

• Joomla has reduced our costs of rolling out a new website because it uses less developer time and can be rolled out by individual users as needed.
• Joomla has a lot of extensions and add-ons that make it easy to create and implement advanced solutions quickly.

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Independently Invited by TrustRadius

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• The ROI is significantly positive due to the comprehensive set of modules available.
• Positive: My clients have better Dashboard data developed through Zoho Analytics than they do even though they use Salesforce. Also, Zoho CRM Plus can integrate with Salesforce or other system either through their own integrations or from Zapier.
• Campaigns allows me to target specific prospects via HTML emails, and complete tracking. This is a complement to the more shotgun approach of social media,