Zoho is a seamless replacement for Salesforce.
August 09, 2018

Zoho is a seamless replacement for Salesforce.

Dominic Johnson | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source

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.
I believe it is wonderful for tracking sales and accounting data. I don't find it as useful for marketing. Campaigns and templates need a lot of improvement. It should also have some sort of social media interaction. The ability to post to multiple sites would be incredibly helpful. I feel it should also integrate directly with LinkedIn.

Zoho CRM Feature Ratings

Customer data management / contact management
10
Workflow management
8
Territory management
Not Rated
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
8
Quote & order management
7
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
8
Email marketing
5
Task management
10
Billing and invoicing management
8
Reporting
10
Forecasting
Not Rated
Pipeline visualization
Not Rated
Customizable reports
Not Rated
Custom fields
7
Custom objects
7
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
Not Rated
Marketing automation
5
Compensation management
Not Rated
Mobile access
Not Rated