Item: Zoho CRM
Rating: 8
Author: Kemal Ertas

Use Cases and Deployment Scope

We use Zoho for the sales department. The main use case is to separate Intercom product support requests from website visits. We make sure to engage with certain potential website visits. Since we can also see what page they are looking at, we can customise the message to capture the visitor's attention.

Pros and Cons

Timing of website visits
Duration of website visits
Information collection for leads

UI could be cleaner
Better notifications
Better support

Return on Investment

Generated more meetings
Generated fresh pipeline
Allowed us to spot early purchases

Alternatives Considered

HubSpot Sales, PandaDoc and Intercom

This fulfilled a separate need and the ones listed above are not competitors.

Other Software Used

HubSpot Sales, Intercom, PandaDoc

Likelihood to Recommend

Zoho is not appropriate for support management and ticket creation. People who think that this is an alternative to Intercom or Zendesk should think twice. It is better used for engaging website visitors at the right time with the right context. It has generated a sizeable amount of pipeline for the team.

Engage with your website visitors in real time

Software Version

Overall Satisfaction with Zoho CRM