Item: Zoho CRM
Rating: 8
Author: Chris Martino

Use Cases and Deployment Scope

Our company uses Zoho CRM for lead management. We have various leads and properties we manage in multiple markets which Zoho CRM allows us to manage. The interface is extremely easy to use and very customizable. Zoho makes managing other users seamless while assigning them tasks and follow ups. Without this software there is no way we would be able keep track of all of our leads.

Pros and Cons

Assign users tasks
Organize leads with customizable fields
Sort by relevant fields to reach the correct leads

Zoho is extremely customizable but a bit confusing how to make certain changes.
Customer service has not been able to figure out a few issues.
Informing consumers when the product is experiencing issues.

Return on Investment

Positive ROI through lead follow up
Ability to track sales
Lead Management

Usability

Zoho is easy to use and train other users. The interface is very straightforward and allows user to navigate easily. There are also tons of training videos available to assist with the user experience as well. Zoho is also great for user customization which further allows each user to save time by having all the important modules just a click away.

Product Configurability

The products is very configurable but it is a bit technical. One of our team members is more experienced with back end development which helped us configure the product fairly easily but without that previous knowledge it would be difficult. There are certain aspects of creating new modules, how they link together, and how they display which are tough to configure for the average user.

Alternatives Considered

Boomtown! and Citrix Podio

The Zoho CRM seemed to stack up great against the other software products we looked at from a price and functionality perspective. We really liked the fact that Zoho was simple and easy. A lot of the other CRM products we encountered had a ton of additional features which were not necessary for our business.

Key Insights

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

Other Software Used

CallRail, FreeConferenceCall.com, Slack

Likelihood to Recommend

Zoho [CRM] is well suited for customer and lead management. We typically associate different leads with single or multiple properties and link them accordingly. Zoho allows us to stay on track with upcoming deadlines and enables us to schedule appropriate follow ups. It makes it very easy to assign tasks to other members as well.

Great product

Software Version

Overall Satisfaction with Zoho CRM