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Zoho has made our customer database so easy to use & update!
August 14, 2018

Zoho has made our customer database so easy to use & update!

Ashley Gennett | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Enterprise

Overall Satisfaction with Zoho CRM

Zoho is being used across the entire company to handle all customer records, leads, sales, etc. With our old CRM system, we found it was a pain to constantly update, and it wasn't very user friendly... Zoho has changed that issue. It makes it possible for us to have the most up to date information at all times. The business problems we are solving is just having an accurate database across all contacts. We have realized a lot of people are no longer with organizations, or addresses have changed, and it has made gathering everything much simpler.
  • Links all companies to their Parent Companies, which for our industry, is a big deal.
  • We like how we can customize any report, field, smart rule, dashboard, etc.
  • It is extremely simple to export any information we need.
  • I do wish it was a bit "smarter" that it could sense duplicate entries and simply update fields when it recognizes a dupe.
  • I wish it had an easier integration with our marketing platform, HubSpot.
  • I wish there was a way to mass update information, via spreadsheet upload, WITHOUT having the Zoho ID.
  • Zoho has helped us increase sales.
  • We can easily give access to specific customer files & contracts to a limited number of individuals in my team.
  • It has been extremely convenient for all members of our marketing team to be able to upload all marketing materials, so they are easily accessible to any of our sales guys... especially if they are on the road or on a call.
The only other CRM system we used prior to Zoho was ACT!. We felt that ACT! was extremely out dated, and at the time, it was not web based. It was a database stored on our network and it was extremely difficult to use and update. If we were working out of the office, we were not able to access the ACT! database, and our move to Zoho changed that issue.
Zoho is great for anyone who has to handle a customer database -- large or small. With the customizable views, reports, dashboards, you can be sure that you are getting everything you need from the software. The ability to add customizable modules is also extremely helpful. As for less appropriate scenarios, I truly don't have any. Being a portfolio of companies, we use this across the board... our companies range from large to small, and it's been great for all of them!

Zoho CRM Feature Ratings

9.7
Customer data management / contact management
10
Workflow management
10
Territory management
10
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
7
Contract management
10
Quote & order management
10
Interaction tracking
10
Channel / partner relationship management
10
10.0
Case management
10
Call center management
10
Help desk management
10
10.0
Lead management
10
Email marketing
10
9.3
Task management
10
Billing and invoicing management
8
Reporting
10
10.0
Forecasting
10
Pipeline visualization
10
Customizable reports
10
9.5
Custom fields
10
Custom objects
10
Scripting environment
10
API for custom integration
8
10.0
Role-based user permissions
10
Single sign-on capability
10
9.0
Social data
9
Social engagement
9
10.0
Marketing automation
10
Compensation management
10
9.0
Mobile access
9