Zoho CRM is Fairly Easy to Customize
April 15, 2016

Zoho CRM is Fairly Easy to Customize

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

Software Version


Overall Satisfaction with Zoho CRM

At my company we use Zoho to:

  • Import leads from our website.
  • Keep up with prospects.
  • Maintain a history on accounts.
  • Create and execute tasks.
  • House login data.
  • Set up meetings.
  • Activate workflows.

Zoho meets our business needs fairly well but is missing some basic functionality that makes a few things challenging. There are work arounds but they are time consuming and a bit ridiculous, considering. For instance, you can’t format the content in note and detail fields so you can insert hyperlinks. And you cannot link one contact to multiple accounts. But overall, it’s a solid system.

The flexibility you have with rules and work flows is done really well, especially considering Zoho will write custom functions to do pretty much anything you cannot configure on your own.

  • Zoho is very easy to customize, even for someone who is not a developer.
  • There are some things are should be configurable that you have to contact Zoho to do. This can delay things.
  • You cannot connect one contact to multiple accounts. You have to create a parent account and connect the contact to the parent. That's cumbersome.
  • Zoho's customer support doesn't handle bugs very effectively. They are not very good at providing timely updates and are a bit slow to fix bugs, even bugs that are showstoppers.
  • Increased employee efficiency.
  • Better understanding of client data points.
  • Better customer service.
I don't have extensive experience with Soffront but from what I remember, Zoho is more configurable.
I can only speak to my agency's scenario so I cannot answer this question.

Zoho CRM Feature Ratings

Customer data management / contact management
Workflow management
Opportunity management
Integration with email client (e.g., Outlook or Gmail)
Contract management
Interaction tracking
Lead management
Email marketing
Not Rated
Task management
Customizable reports
Custom fields
Custom objects
Not Rated
Scripting environment
Not Rated
API for custom integration
Not Rated
Role-based user permissions
Single sign-on capability
Not Rated
Not Rated
Mobile access
Not Rated