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Zoho review
January 28, 2015

Zoho review

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

Software Version

Enterprise

Overall Satisfaction with Zoho CRM

I used Zoho to manage my leads and potentials for apartment locating. It keeps track of leads, and stores their contact information.
  • Easy to use
  • Never any downtime
  • Efficient
  • Showing graphs
  • Keeping track of long term trends
  • Repeating information
  • I was able to summarize all the work I did over the year
  • It gives me metrics to compare my performance to
  • It keeps me organized and ready
Zoho was selected for my by my brokerage but I had no complaints about using this CRM. I've used other CRM's at other jobs, and found Zoho to be much easier to use. If I had to choose a CRM in the future, I would choose Zoho because its easy to use and efficient.
Its way better than having multiple Excel sheets. Zoho does the work for you. If you can't remember these details yourself, it helps to have them stored in an easy to use CRM. Moreover, Zoho is secure so you don't have to worry about your clients information being hacked. For instance, managing under 100 clients in Zoho is an ideal use.

Zoho CRM Feature Ratings

10.0
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
10
Quote & order management
10
Interaction tracking
10
Channel / partner relationship management
10
8.7
Case management
9
Call center management
7
Help desk management
10
10.0
Lead management
10
Email marketing
10
8.0
Task management
7
Billing and invoicing management
9
7.0
Forecasting
7
Pipeline visualization
7
Customizable reports
7
6.0
Custom fields
5
Custom objects
7
Scripting environment
7
API for custom integration
5
8.0
Single sign-on capability
8
8.0
Social data
8
Social engagement
8
7.5
Marketing automation
8
Compensation management
7
8.0
Mobile access
8