Zoho CRM is the leading and most innovative solution for growing companies in professional Services Industry
June 09, 2016

Zoho CRM is the leading and most innovative solution for growing companies in professional Services Industry

Jean-Paul Damen | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Reseller

Software Version

Enterprise

Overall Satisfaction with Zoho CRM

We use Zoho for our daily management of all activities including:
  • data mining
  • social engagement
  • presales
  • sales
  • aftersales
  • delivery of services
  • accounting
  • projectmanagement
  • support
  • website interaction
  • reporting
  • app creation
  • public engagement

Pros

  • marketing automation is very easy to do
  • it provides 360 degrees insights
  • front and backoffice activites are integrated
  • it is a solid platfom
  • its interface (new UI in 2016) fits todays requiremenst

Cons

  • settings in order to meet EU accounting standards can be a hurdle , but Zoho will to do the job
  • It reduces TCO up to 35 to 50%
  • It makes organisations agile
  • It gives you the feeling you are in control over you own IT assets
Zoho is positioned in small business market at least that is what you read or are made to believe, but this is not true at all. It can fit medium sized and large organisations well.
If you want to combine it with a Microsoft based organisation with client server infrastructure, first thing to do is switch to Google Apps.

Zoho CRM Feature Ratings

9.6
Customer data management / contact management
10
Workflow management
9
Territory management
8
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
10
Quote & order management
9
Interaction tracking
10
Channel / partner relationship management
10
10.0
Case management
10
Call center management
10
Help desk management
10
10.0
Lead management
10
Email marketing
10
9.3
Task management
10
Billing and invoicing management
8
Reporting
10
10.0
Forecasting
10
Pipeline visualization
10
Customizable reports
10
9.3
Custom fields
10
Custom objects
9
Scripting environment
9
API for custom integration
9
10.0
Role-based user permissions
10
Single sign-on capability
10
9.0
Social data
9
Social engagement
9
9.5
Marketing automation
10
Compensation management
9
10.0
Mobile access
10

Comments

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