Zoho is a seamless replacement for Salesforce.
August 09, 2018
Zoho is a seamless replacement for Salesforce.
Score 10 out of 10
Vetted Review
Verified User
Software Version
Professional
Overall Satisfaction with Zoho CRM
We switched to Zoho CRM from Salesforce at the beginning of the 2018 year. It's used track both prospects, clients, sales, referrals, etc. It's used by Sales, Billing, and Account Management. It helps with tracking and analytics for our Sales. It automates some processes such email campaigns and custom templates.
- I think the stages of an opportunity are done particularly well. The user interface in one location for stages is useful.
- It tracks opportunities and leads in a quick easy to use manner.
- Mass update is an incredibly useful feature.
- Templates are lacking in customization.
- Lack of stage automation.
- When one creates a new task under the opportunity/lead it always brings you to the top of the page. This is very annoying if you want to add more than one item.
- It represents a savings versus competitors and provides equal function.
- Customer support seems good.
- I like easy access to webinars.
It does all the basic features one would expect in a CRM. The layout is much more modern than that of its competitors. Customer service and support seems to be above the rest. At the very least it is easier to access support and find information about topics you need to research.