Powerful CRM at an Affordable Price
December 30, 2021

Powerful CRM at an Affordable Price

Max Helmer | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

Enterprise

Overall Satisfaction with Zoho CRM

As the name implies it applies to all our needs for customer relationship management. From marketing automation to client invoicing and books. This system helps by combining all these needs into one platform. It is modular based so some integration is needed between the modules, but it's fairly user-friendly and support is good for the price.
  • Customer relationship management.
  • Marketing automation.
  • Reporting.
  • Invoicing and books.
  • Integrations.
  • Support.
  • New features.
  • Increased sales.
  • Increased efficiency.
  • Time savings.
It's a little overwhelming at first, but that's to be expected since it's so packed with modules and information.
Just right for our needs.
Similar functionality. Salesforce is a little cleaner and easier to navigate, but it's much more expensive.

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

This modular-based ecosystem is a very powerful and flexible choice. It has just about every feature you can ask for and the price is very attractive vs systems with similar features. The modular system has many advantages and makes it fairly easy to add almost limitless features and functionality. The downside to this is that sometimes this makes the modular integration a little clunky and difficult to share data across modules.

Zoho CRM Feature Ratings

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