Way to go Zoho!
December 05, 2013

Way to go Zoho!

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

Software Version

Professional

Overall Satisfaction

  • The navigation through the product is easy and intuitive.
  • The tie in to the mobile app was very easy and allowed for me to access the information when not in the office
  • I particularly liked how the accounts were set up and information was stored within each record.
  • I would like to see an easier tie in with saving emails that are sent so that there is a record of all activity.
  • Enhanced tie in with actual sales would be good. Tie into current accounting systems so that information is easily captured.
  • It increased my productivity therefore increasing my business year over year.
  • I had faster lead conversion because of the way that I was able to track my leads through the sales funnel.
I had a very positive experience using Zoho and would definitely recommend to my future employers to evaluate it for use in their applications.
I would definitely recommend using Zoho to a colleague. I would ask about how they are going to be using it, if they need to be able to track emails, and if they need to have a financial tie in to the system.

Product Usage

  • sales
  • account management
  • client engagement
  • track prospects
  • keep accurate client records
  • follow up with leads thought to be dead
  • account management
  • add on sales for existing accounts