Why Zoho CRM Trumps The Rest
January 27, 2015

Why Zoho CRM Trumps The Rest

James DeMory, MBA | TrustRadius Reviewer
Score 10 out of 10
Vetted Review

Software Version

Enterprise

Overall Satisfaction with Zoho CRM

We use Zoho CRM to track leads, potentials, and closed opportunities. We also use it to keep track of all of the contacts and relationships we have built over the years.

The Sales and Marketing team use Zoho CRM to move deals through the pipeline and track the success of our marketing efforts. Our executive team uses Zoho to keep up-to-date with the pipeline and quarterly goals and revenue. We also use Zoho CRM to track the cold-calling efforts done by our inside sales team.
  • Pipeline Management
  • Activity Tracking
  • Revenue Goal Setting
  • Take a couple of hours to get set up correctly
  • Some of the reports are limited in scope
  • Great ROI based on being able to close more deals with less time wasted
  • Faster lead conversion due to easy access to all information
  • Better customer service because we are able to all see the same data, instantly
  • Salesforce.com,Microsoft Dynamics CRM,NetSuite CRM+
Zoho CRM is very similar to Salesforce, but without all the bloat. Salesforce does have better reports and pretty colors, but it is overloaded with unnecessary tools.
Microsoft Dynamics CRM is the worst CRM I have used. It is very difficult to navigate, and wasted hours of my time.
Netsuite is also not very easy or fun to use, but it has the benefit of offering solutions for other departments in the company.
I absolutely love using Zoho CRM. I have used almost every other main CRM system on the market, and have found that Zoho can compete and beat every single one. It is a very affordable CRM System that allows the users and the team to easily track their activity and work together towards a common goal.

Zoho CRM Feature Ratings

Customer data management / contact management
10
Workflow management
10
Territory management
10
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
7
Quote & order management
7
Interaction tracking
10
Channel / partner relationship management
7
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
Lead management
10
Email marketing
10
Task management
10
Billing and invoicing management
10
Forecasting
10
Pipeline visualization
8
Customizable reports
8
Custom fields
10
Custom objects
10
Scripting environment
10
API for custom integration
10
Single sign-on capability
10
Social data
10
Social engagement
10
Marketing automation
10
Compensation management
10
Mobile access
10