Zoho CRM -- The right fit for our company
June 21, 2019

Zoho CRM -- The right fit for our company

Michael Brennan | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source

Software Version

Enterprise

Overall Satisfaction with Zoho CRM

We have chosen Zoho CRM as our one-stop shop for our business needs. We are able to customize every aspect of our workflow thanks to its different modules. Despite its low price tag, Zoho CRM is a robust, evolved tool, ready for deployment in any business that values the ability to keep track over its sales or client outreach pipeline.
The tool includes all the parts for keeping our processes under control, so no resources are wasted with duplicate or inefficient tasks.

  • The mobile app is amazing for managing things on the go.
  • Email marketing module with mass emails capability.
  • Customization -- the tool is extremely easy to customize, even for a non-technical person.
  • Lead management functionality.
  • Reminders -- they need to have more options, e.g. 1 week/2 weeks from now or every 10 days.
  • A quick option for adding custom made reports, preferably by links in the dashboard for easy access.
  • Integrating with other tools (even within the Zoho ecosystem) is complicated.
  • We have cut costs by eliminating repetitive tasks, like sending emails and reminders to clients.
  • Additional savings by identifying non-performing operations.
  • Better lead management has improved our bottom line with better ROI from outreach campaigns.
Zoho is a much more matured product, ready to be deployed with no intensive initial customization needed.
Its favorable pricing model makes it faster to reach a positive ROI (HubSpot is free, but every advanced feature needs an upgrade).
One of our critical requirements was the best mobile interface possible -- Zoho CRM exceeds our expectations in this regard.
SurveyMonkey, Mailchimp, Omniconvert, Microsoft Office 365, JIRA Software, Trello, Asana, Basecamp, Gusto, GoToMeeting, Slack, TeamViewer
Zoho CRM is a robust yet simple enough product that is immediately ready to improve the sales processes of any company -- both startups and established organizations are able to optimize their bottom line with Zoho CRM. The product is (despite its favorable price compared to its competitors) powerful enough to create complex automations, custom workflows, and comprehensive reports.
The product is not suited for really small enterprises where it would not make sense to go through all the planning necessary for the implementation.

Zoho CRM Feature Ratings

Customer data management / contact management
9
Workflow management
10
Territory management
8
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
8
Contract management
9
Quote & order management
9
Interaction tracking
10
Channel / partner relationship management
Not Rated
Case management
9
Call center management
8
Help desk management
8
Lead management
10
Email marketing
9
Task management
10
Billing and invoicing management
10
Reporting
8
Forecasting
8
Pipeline visualization
9
Customizable reports
10
Custom fields
9
Custom objects
9
Scripting environment
8
API for custom integration
7
Role-based user permissions
9
Single sign-on capability
8
Social data
8
Social engagement
8
Marketing automation
7
Compensation management
7
Mobile access
8