Zoho CRM gives a lot of Bang for a few Bucks
August 16, 2017

Zoho CRM gives a lot of Bang for a few Bucks

Daniel Coburn | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

Professional

Overall Satisfaction with Zoho CRM

Zoho is used as the hub of the organization and it allows us to deal with funnels and managing our clients. On top of the CRM Zoho offers a tremendous amount of different solutions that integrate tightly. Zoho offers a free version, but if you want it to sync with your email you'll have to upgrade, but the free version will help get you setup and started.
  • Manage Contacts
  • Sync with your email and calendar
  • Manage Funnel
  • Keep organization synced with each other
  • I wish they had a better in app integration with gmail
  • They need to explain basic functions vs when they put you in a free trial for something
  • Gamification doesn't make sense when there is a single user, don't ask me to upgrade!
  • A low cost of entry allows for you to get in free and get started
  • It stacks up with many of the other CRM's I've used.
For the prices you're getting a lot of bang for you buck! I used several CRMs that cost substantially more and cannot say I received any benefit for the money over Zoho. Also with the additional suite of products Zoho offers you can have a one stop shop for your companies operational needs from CRM to Books to Customer Service.
Zoho is especially useful for small business that are getting started. Start with the free version and upgrade as needed. Don't get overwhelmed by all of the add on services like books, subscription etc. Just manage the minimum CRM functionality you need, and grow into other services as needed.

Zoho CRM Feature Ratings

Customer data management / contact management
9
Workflow management
9
Territory management
Not Rated
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
4
Contract management
Not Rated
Quote & order management
Not Rated
Interaction tracking
8
Channel / partner relationship management
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
Lead management
8
Email marketing
Not Rated
Task management
7
Billing and invoicing management
Not Rated
Reporting
7
Forecasting
7
Pipeline visualization
8
Customizable reports
7
Custom fields
8
Custom objects
Not Rated
Scripting environment
Not Rated
API for custom integration
Not Rated
Role-based user permissions
8
Single sign-on capability
Not Rated
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Marketing automation
6
Compensation management
Not Rated
Mobile access
8