Zoho - a budget-friendly CRM
December 15, 2017
Zoho - a budget-friendly CRM
Score 6 out of 10
Vetted Review
Verified User
Software Version
Other
Overall Satisfaction with Zoho CRM
We use Zoho CRM across our entire organization. This helps us keep track of the majority of our users, their progress through our various funnels, their account types, and various other account features. We are able to pull reports that tell us about our users' progress, how their progress relates to revenue, and much more. It's been very useful.
- Zoho does not cost as much as similar CRM products like Salesforce
- Zoho provides customization for various modules in user profiles, so you can tailor your CRM data fields to suit whatever business needs you have
- Zoho is relatively easy to understand. It has developer tools and API webhooks for developers to hook up to your site/platform, but it also provides those of us in other departments with easy ways to view information.
- Zoho's modules for user profiles are able to be customized, but the layout applies to all users in the CRM, so you cannot tailor your user layout to a specific account or user types. This causes the pages to become pretty busy pretty quickly.
- Zoho allows you to export reports as CSV or XLS files, but inserts its own column of Zoho user IDs, so you have to open up these files to edit them and remove that column to use the file for other applications, such as importing a list of email addresses to a ESP
- Zoho support takes... well, forever. That's probably where the company could use the most improvement. It once took us 5 months to get a response about something. They've definitely made improvements, but it could still use work.
- Zoho allowed us to move away from spreadsheets to keep track of our users
- Zoho allows us to set up macros to run on users in different parts of our pipelines to send particular emails or other notifications as well as update their profiles on our platform accordingly
- Zoho allows us to make notes for our various departments to keep track of any contact made with specific users at what times