Wufoo is a web application for creating online forms. The tool automatically builds the database, backend and scripts needed making it easy to collect and understand data. Wufoo was acquired by SurveyMonkey in 2011.
$0
Zoho CRM Plus
Score9.1 out of 10
N/A
Zoho Corporation offers Zoho CRM Plus, a customer experience management platform that features a virtual AI assistant, process automation and business rules engine, and customer behavior analytics.
Wufoo is well suited when someone needs to gather data from visitors. It's not so well suited when you need to have people send files over 25MB in size. That's the limit and it's pretty low. We use it for resumes and MS Word files, so the size is okay for us, but might not be the case for other needs.
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. More Info
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.
Flexible, multiple entry forms: Wufoo allows users to create forms with multiple options or formats (radio, single choice, checkbox, text, paragraph text)
Conditional forms: Need to ask a question that only applies to a specific group? Then Wufoo is for you - it allows you to create conditional logic that allows you to reserve specific paths for specific entrants.
Integrations: Wufoo integrates with EVERYTHING via Zapier. You can sync it to Google sheets, email ESPs / CRMs, payment gateways... All kinds of applications for this software with its flexible uses & integrations, including embeddable HTML or direct integration to your website.
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. More Info
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.
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. More Info
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 only give it this mid-range rating because, since the 2014 Super Bowl is history, our company will be closing in a couple months. I hope in my next employment opportunity that I will be able to use Wufoo again. I will probably use it to a limited extent in my personal life to communicate with friends and contacts in a unique manner. I am also working on a Certificate in Web Development and I definitely use Wufoo as embedded forms in websites I build.
Wufoo's usability from the user to the client is simple. The forms are simple to construct and they are easy for our clients to fill out. I have yet to really hit something that is difficult to do and even when I do get a little stumped their excellent support team helps me through it.
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.
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
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. More Info
Every time I try to use a different Form Builder - I constantly go back to Wufoo, especially compared to WordPress Plugin Form Builders. The biggest reason is the reliability of the form notifications getting sent and delivered are better than form builder that rely on the Wordpress Mail Send Feature. The only feature that I have found over the last 3 years that Wufoo is missing is the ability to customize the layout of the notification emails. But that is minor in the grand scope of its reliability.
I will be completely honest - I have never needed to contact any specific support for Wufoo. This is because we've never had any problems with Wufoo that I'm aware of! It has proved to be a reliable and easy to use product, and therefore, we have not needed to reach out for any kind of support or assistance. I suppose this would speak to the exceptional quality of the product!
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. More Info
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.
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. More Info
Implementing Wufoo was a seamless process. It was an instantaneous transition from the old pdf forms and webforms we were using to the easier to understand Wufoo forms. Employees learned it with ease and the clients response was instantaneously positive. Adding Wufoo to your workflow is not only easy it is necessary.
In terms of building reports, Wufoo is very similar to Google Forms. Both have the capability to edit live forms and immediately share them. Wufoo offers a few more features than Google Forms does as well. Overall, our department has looked at both options and continues to use Wufoo because of the data management and ease of building forms.
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. More Info
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
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. More Info
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
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. More Info
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. More Info
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.
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
Wufoo has had a positive impact on our marketing department by allowing us to create and deploy forms on our websites and landing pages with significantly increased efficiency and speed.
Wufoo has also had a huge impact in reducing our reliance on IT support to build and deploy forms to our websites.
Wufoo has also empowered our marketing team to be able to try and solve our business problems through tons of integrations between Wufoo and other 3rd party systems (such as Salesforce and Zapier).
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. More Info
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,
