Great product for small business
March 22, 2018

Great product for small business

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Professional

Overall Satisfaction with Zoho CRM

We use zoho to track and add candidates to our system. We are able to monitor job postings, resumes, submissions, interviews, client contracts. This product allows us to easily search for the person tagged for a specific skill to submit to a client. Additionally - people self submit to the system thru our website for our review
  • Allows field customization
  • Allows adding attachments - resumes to records
  • Easily searchable by multiple fields
  • Sometime the search results are inaccurate
  • Unable to remove a document once attached / by staff members
  • items on the screen are sized inefficiently - too much scrolling
  • Able to track candidates across the years and find information gathered early in the business
  • able to set reminders to not let candidates slip thru the cracks
  • able to track client contracts to improve invoice payments
This product works well for a small office. Its remote capability and ease of implementation make it useful for the small business to get up and running. It can work well from anywhere with internet. It's easy to collaborate with the team. Notes are universally viewed. Seamless communication and professional presentation.

Zoho CRM Feature Ratings

Customer data management / contact management
10
Workflow management
Not Rated
Territory management
Not Rated
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
10
Quote & order management
Not Rated
Interaction tracking
10
Channel / partner relationship management
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
Lead management
10
Email marketing
10
Task management
10
Billing and invoicing management
Not Rated
Reporting
10
Forecasting
Not Rated
Pipeline visualization
Not Rated
Customizable reports
Not Rated
Custom fields
10
Custom objects
10
Scripting environment
Not Rated
API for custom integration
Not Rated
Role-based user permissions
10
Single sign-on capability
10
Social data
5
Social engagement
5
Marketing automation
Not Rated
Compensation management
Not Rated
Mobile access
10