Good for sales teams
September 26, 2018

Good for sales teams

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

Professional

Overall Satisfaction with Zoho CRM

We use Zoho CRM platform across the whole organization, but mostly Zoho CRM is used by our marketing and sales teams. We use the platform to automate our sales and marketing processes, as well as to generate reports and analyze results. So far, we are pretty satisfied with this product.
  • Google Adwords integration works pretty well
  • Customer support is great
  • Pricing is affordable
  • The software sometimes doesn't work fast enough
  • User Interface could be better
  • Would be great to have more customizable reports
  • We attracted lots of customers through Zoho
We evaluated Zoho, HubSpot, Pipedrive, and Salesforce and chose Zoho and HubSpot. Zoho CRM has all of the features that Salesforce and Pipedrive has, but is more affordable than Salesforce and has better UI than Pipedrive. HubSpot has more features for marketers than Zoho, so we use HubSpot for most of our marketing goals and Zoho CRM for both marketing and sales goals.
Zoho CRM is very well suited for marketing teams who want to learn more about their customers. Also, Zoho CRM platform is great for sales teams who want to keep, track and manage all of the sales and customer's data in one place. For companies who can't afford Salesforce, Zoho CRM could be a great solution.

Zoho CRM Feature Ratings

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