I use Zoho throughout my business and help my clients use Zoho.
October 12, 2015

I use Zoho throughout my business and help my clients use Zoho.

Ebitari Isoun Larsen, MS, PMP | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Enterprise

Modules Used

  • All

Overall Satisfaction with Zoho CRM

I use Zoho in all aspects of my organization and I love it. I use Zoho CRM, Books, Campaigns and Sites. I have also used Zoho Project. I love the affordability and the massive amounts of functionality at the fingertips of small businesses like mine.
  • Highly customizable. They let you change the CSS in Zoho Sites! Zoho CRM is highly customizable and just has amazing functionality.
  • Zoho Systems integrate very well together so you can pick and choose which tools match your business needs and put them together.
  • Zoho is always rolling out new functionality. Just yesterday they rolled out integration of Zoho Books with Square as a payment receiving application. I am delighted.
  • I can't see any weaknesses for the value for the money.
  • I am able to do my own books and run the reports I need to run my business. This has put a lot of power in my hands.
  • I have started using Zoho Campaigns for email marketing and I am getting some interest in my services.
I haven't used any other products.
I am a Zoho consultant so I highly recommend Zoho for all businesses.

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
10
Quote & order management
10
Interaction tracking
10
Channel / partner relationship management
10
Case management
10
Call center management
10
Help desk management
10
Lead management
10
Email marketing
10
Task management
10
Billing and invoicing management
10
Reporting
10
Forecasting
10
Pipeline visualization
10
Customizable reports
10
Custom fields
10
Custom objects
10
Scripting environment
10
API for custom integration
10
Role-based user permissions
10
Single sign-on capability
10
Social data
10
Social engagement
10
Marketing automation
10
Compensation management
10
Mobile access
10