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Comprehensive SaaS CRM
June 22, 2018

Comprehensive SaaS CRM

Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Software Version

Professional

Overall Satisfaction with Zoho CRM

We are using Zoho from Sales to Project Management but mainly capitalising on the sales pipeline.
  • Zoho offers many standard collaboration options that would often be offered only by 3rd party plugins etc.
  • Sales communication is robust and with a low learning curve.
  • Report on sales is very comprehensive yet simple.
  • Most of the standard CRM tools are comprehensive but one continually considers buying additional apps within the Zoho offers.
  • The learning curve is slow so downtime to learn new platform was a minimal i.e. low-cost implication.
  • The CRM offers many options that boost sales. We saw a definite increase in sales from month 1.
  • Zoho CRM has great collision detection and this boosts sales and the sales team sees less duplication of opportunities.
Zoho offers a very comprehensive suite but Bitrix24 trumps the ROI on teams exceeding 10users. Bitrix24 also offers many more tools not found under Zoho CRM, albeit Zoho offers a similar array of tools but additional to the CRM.
Zoho seems great for medium size business but not for teams greater than 50 users. However, this greatly depends on the particular business model.

Zoho CRM Feature Ratings

5.4
Customer data management / contact management
5
Workflow management
5
Territory management
3
Opportunity management
6
Integration with email client (e.g., Outlook or Gmail)
6
Quote & order management
6
Interaction tracking
6
Channel / partner relationship management
6
6.3
Case management
5
Call center management
7
Help desk management
7
4.0
Lead management
5
Email marketing
3
5.0
Task management
5
Billing and invoicing management
5
Reporting
5
6.3
Forecasting
6
Pipeline visualization
7
Customizable reports
6
4.8
Custom fields
3
Custom objects
3
Scripting environment
6
API for custom integration
7
7.5
Role-based user permissions
7
Single sign-on capability
8
7.5
Social data
7
Social engagement
8
5.0
Marketing automation
7
Compensation management
3
8.0
Mobile access
8