Solid CRM, fairly priced, closed ecosystem.
December 19, 2017
Solid CRM, fairly priced, closed ecosystem.
Score 5 out of 10
Vetted Review
Verified User
Software Version
Professional
Overall Satisfaction with Zoho CRM
Zoho was used as the CRM to track leads and their progression to opportunities and customers. It was the "single source of truth" for data and reporting. Used by the entire organization. It addresses the problem of an affordable CRM for an SMB.
- Easy-to-use. I found Zoho to be pretty intuitive, you won't need a PhD in CRM to use and customize it.
- Affordable. Zoho is reasonably priced and won't break the bank, even for a small business or start up.
- The reporting is pretty good. I liked the reporting capabilities, didn't feel limited in that area like some platforms I've used.
- I dislike the ecosystem strategy. Zoho has limited integrations as they want you to use their additional offerings. The issue here is most of their other products aren't nearly as good as their CRM.
- Their marketing functionality is really weak. They advertise built in "automation," but it's unusable IMO.
- I don't love the user interface. Not as clean or sharp looking as some other CRMs, but I suppose that's a bit subjective.
- Negative: Limited integrations restrict your ability to innovate.
- Positive: Requires little "specialist" resources to manage.
- Positive: A fair value. A reasonably priced, solid CRM.
Zoho is a much more robust CRM than Infusionsoft, but offers less on the marketing end.
Zoho is much easier to use than Salesforce, but is restrictive integration wise and doesn't scale as well.
The company picked Zoho for the ease-of-use and affordability.
Zoho is much easier to use than Salesforce, but is restrictive integration wise and doesn't scale as well.
The company picked Zoho for the ease-of-use and affordability.