Overall Satisfaction with Zoho CRM
I reviewed and tested out Zoho CRM for an educational institution in Atlanta as part of their bid to find a more suitable CRM. It was part of the list because of how customizable it is, tracking capability, and would have been helpful for users who were completely new to CRMs in general. At the outset, the company it was being reviewed for had a CRM which was outdated and acted like no more than Gmail. So Zoho was in the running to replace more than one system at the school, ultimately.
- Customization! You are not going to find a "fuller" program. They have been a leader in the industry for a long time for a reason, and that is because they listen to their clients and attempt to improve themselves based on feedback - which I believe is responsible for their large scale of features.
- Price. It's pretty solid for the price. Not the cheapest I've found for educational services, but you have to draw the line - you get what you pay for.
- Integration. Most places looking for a CRM don't think of it based on "what can I connect this to?" but Zoho CRM has some incredible integrations and the ability to be integrated [into] other programs. Unfortunately, not ones that are in limited partnerships, which you will see later in the review!
- You need someone to slog through the training. You need either an expert or someone who knows what they are doing because there is a lot, and you can't always depend on textbook-style writing for help.
- At the time I reviewed, there was no feature that was unable to be off-network - unless I missed this.
- Communication tracking at every level, including large scale.
- Increased customer retention.
- Increased visibility on customers coming in.
- Allowed tracking for admissions.
- Better management and communication for admissions.
- Integration for relevant third-party products (and play well together).
Zoho CRM can be what you want it to be. The others are good but not nearly as customizable as Zoho CRM.
Do you think Zoho CRM delivers good value for the price?
Yes
Are you happy with Zoho CRM's feature set?
Yes
Did Zoho CRM live up to sales and marketing promises?
Yes
Did implementation of Zoho CRM go as expected?
I wasn't involved with the implementation phase
Would you buy Zoho CRM again?
Yes