Online CRM software that fits our job
September 19, 2018

Online CRM software that fits our job

Yemsi Pino | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Enterprise

Overall Satisfaction with Zoho CRM

I use the software in our organization to receive the requirements for any product we need to deliver. We receive all the information and send a ticket and mail with a code with the requirements and time for the process and delivery the pre publish product. We also spec some notes for the product and we can deliver the final product. The usual problems are cartographic maps with theme develops information. And the department is Territorial Planning.
  • The connection with customers and their requirements
  • The follow up of any request from our customers
  • The mails and observations from our customers about our work
  • The final confirmation of deliver of product and feedback
  • Sometimes has a double report from the same email
  • The setup of the software has some complicated issues at implementation phase
  • Mails are followed up once, I don't know if is part of the implementation phase
  • The software makes every contact more efficient for a final contract
  • Makes our work to deliver a well defined work and short time to deliver and invoice
  • Gives us the opportunity to show all the work online and show our potential customers time and product relation
Zoho CRM is a web software that has all business included, it's not a complementary part of software that has to be bought at different prices to get the job done. It's very frustrating having a computer software, and with the high cost per user we cannot have the complete Office running at the same level. But with Zoho CRM we can do all the office issues and the CRM software as well, without having the trouble of different updates by users and complex implementation scenarios.
Zoho CRM is well suited to follow up the requirements from the customers and some of the observations. Also, following up all the customer's requirements and the time to deliver the first product for customer's notes. When the observations are too large, the time for attending tickets are not adjusted for this amount of work and we need some extra time, for this items the software is less appropriate.

Zoho CRM Feature Ratings

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