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Zoho CRM Review
January 28, 2015

Zoho CRM Review

Anonymous | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User

Software Version

Professional

Overall Satisfaction with Zoho CRM

Used as a primary CRM platform; assisted in the monitoring and tracking of the sales pipeline. As MDR, I maintained a list of leads and fed quality prospects through our pipeline to higher-level qualifiers.
  • Intuitive user interface
  • Fluid reporting dashboards
  • Interchangeable modules allow for flexibility depending on your needs
  • Would like additional features in the free addition
  • Automatic email notifications for certain activities
  • Automated marketing solution
  • Helps to provide transparency across the sales organization
  • Provides quick insight into the pipeline for lead tracking
I have minimal experience with Salesforce, but to my untrained eye it appears that Salesforce is endlessly configurable. additionally, SF has extensive implementation partnership with large ERP implementers like Capgemini and Deloitte, giving the company access to a broader book of business and expertise. I'm unsure if Zoho reaches this scale.
Zoho is well suited for smaller enterprise applications. it provides good turnkey features and helps users with a moderate number of accounts share CRM information easily. It could use some improvement for larger-scale enterprise applications however.

Zoho CRM Feature Ratings

5.8
Customer data management / contact management
6
Workflow management
5
Territory management
5
Opportunity management
7
Integration with email client (e.g., Outlook or Gmail)
6
Contract management
6
Quote & order management
6
Interaction tracking
5
Channel / partner relationship management
6
6.7
Case management
6
Call center management
7
Help desk management
7
6.0
Lead management
7
Email marketing
5
5.0
Task management
5
Billing and invoicing management
5
7.3
Forecasting
6
Pipeline visualization
8
Customizable reports
8
7.7
Custom fields
8
Custom objects
8
Scripting environment
7
API for custom integration
Not Rated
8.0
Single sign-on capability
8
5.0
Social data
5
Social engagement
5
6.0
Marketing automation
7
Compensation management
5
6.0
Mobile access
6