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Zoho CRM's review by Salman Saeed
December 18, 2021

Zoho CRM's review by Salman Saeed

Salman Saeed | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

Enterprise

Overall Satisfaction with Zoho CRM

Since we are a retail company, mostly we have walk-in customers but some of our customers are regular ones! So in order to keep them updated with new promotions, products, discount offers we are using Zoho CRM. Earlier we were MS Excel Spreadsheets for this purpose but with the help of Zoho CRM, we are able to manage professionally.
  • Manage Contacts at one place
  • I am able to create tasks for my day to day work
  • One of the good feature is to record details of each contact under one umbrella
  • Zoho CRM somehow must merge Zoho Campaigns and Zoho CRM so that communication is seamless
  • Zoho must introduce categories for tasks to be added to contacts
  • We are able to manage our day to day tasks with productivity and ease
  • Our staff spend less time consumption in managing CRM Data
  • Sometimes the staff is not comfortable trying out new features, so Zoho must interact through the application to make changes in the app easier to use
The overall usability of Zoho CRM is very user-friendly, you just need enough time to understand the map of the application and its interface. Once you are done with the interface then you are deep inside the world of ease and convenience. The interface keeps the user focused on the goals to achieve
The reconfigurability/configuration of Zoho CRM isn't much expensive especially for small-sized companies with less or minimum customization. Once the user has the idea in his/ her mind to implement or configure and with the goal right in front then there is no stopping in doing it right the first time.
Zoho CRM is less expensive and less complicated as compared to Infusionsoft (Keap) as the Account Management and Account Assignment from Zoho Corp is brilliant as they offer support right from the first hour since you sign up for Zoho CRM. Zoho CRM offers an easy interface that a normal human brain can afford easily.

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?

Yes

Would you buy Zoho CRM again?

Yes

Zoho CRM is well suited for small-sized entities mostly as the workload/ data is not that much. Bigger organizations can use it if they can hire professionals for advanced customizations so that they can use Zoho CRM more effectively. Zoho CRM is less appropriate for grocery stores and small retail stores

Zoho CRM Feature Ratings

6.6
Customer data management / contact management
6
Workflow management
7
Territory management
8
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
Not Rated
Quote & order management
4
Interaction tracking
6
Channel / partner relationship management
7
7.7
Case management
8
Call center management
8
Help desk management
7
8.0
Lead management
8
7.0
Task management
7
Reporting
7
7.7
Forecasting
6
Pipeline visualization
8
Customizable reports
9
8.0
Custom fields
9
Custom objects
9
Scripting environment
6
API for custom integration
8
8.0
Role-based user permissions
8
Single sign-on capability
8
7.5
Social data
8
Social engagement
7
5.0
Marketing automation
9
Compensation management
1
9.0
Mobile access
9