Brilliant Software
August 08, 2018

Brilliant Software

Ismail Egilmez | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source

Software Version

Professional

Overall Satisfaction with Zoho CRM

Zoho CRM is used in our sales department. We use it to reach out to those who visit our website. It's helpful to see where the visitor is from and it's nice to be able to send them messages. By using Zoho we are now able to get in touch with website visitors and create potential business for inbound.
  • The ability to send messages to the website visitors.
  • The ability to see for how long they are visiting your website.
  • The ability to see the IP address to determine which country the visitor is from.
  • The ability to see which page of your website the visitor is looking at.
  • It'd be nice to have a good reporting feature.
  • It'd be nice to display as a live chat when we reach out to the visitor. Maybe it should show our picture in the chat bubble.
  • It'd be nice to have semi-automation on sending messages to the visitors.
  • It helped us to reach new customers so it had a good effect on our inbound sales team.
  • It helped us to generate new revenue.
A specific scenario might be if you are a software company and selling your subscription-based software, you most likely need prospects coming into your radar. Other than creating the business from outbound sales, you have to create inbound sales to feed your sales. Zoho helps you to generate business for your inbound part. It's really helpful to catch hold of people at the very first step.

Zoho CRM Feature Ratings

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