Zoho CRM - the affordable CRM needed for your company
Anonymous | TrustRadius Reviewer
Updated June 03, 2015

Zoho CRM - the affordable CRM needed for your company

Score 6 out of 10
Vetted Review
Verified User
Review Source

Software Version

Professional

Modules Used

  • Campaigns, Inventory Management, CRM, Docs, Mail, Projects

Overall Satisfaction with Zoho CRM

Zoho CRM was used at a previous company I was employed at. The company focused around e-commerce on a social media platform. That platform is in form of a radio giant who hosted over 500 stations across the U.S. Zoho was used as the main CRM for all of our customer data and product information. We would create campaigns and email automation using the tools provided to streamline our daily operation. It was used by the sales department mainly and had oversight by management and directors. It would address lead generation problems, sales management, account management, commission, and revenue management.
  • The User Interface is a definite strength. The layout of the CRM is much similar to SDFC (Salesforce) and allows company branding.
  • The modules available for companies to incorporate with their daily operation.
  • The analytic and reporting tools available to capture all data within the CRM.
  • More syncing and collaborating with third-party applications (i.e. MS outlook, gmail, etc.)
  • Training videos of how to use the modules.
  • Faster lead conversation
  • Increased productivity
  • Better account management
  • Convenient for email marketing
Salesforce is too expensive for a small start up.
How many leads are you generating? How many accounts are being managed? How large and appropriately sized is the sales operations team to manage the CRM. The CRM platform allows for in-depth customization and flexible configuration.

Zoho CRM Feature Ratings

Customer data management / contact management
5
Workflow management
6
Territory management
5
Opportunity management
6
Integration with email client (e.g., Outlook or Gmail)
2
Contract management
6
Quote & order management
7
Interaction tracking
5
Channel / partner relationship management
7
Case management
5
Call center management
7
Help desk management
8
Lead management
6
Email marketing
4
Task management
6
Billing and invoicing management
9
Forecasting
5
Pipeline visualization
6
Customizable reports
6
Custom fields
6
Custom objects
6
Scripting environment
7
API for custom integration
6
Role-based user permissions
7
Single sign-on capability
6
Social data
6
Social engagement
5
Marketing automation
6
Compensation management
7
Mobile access
4

Zoho CRM Implementation