An excellent CRM tool with custom reporting abilities.
Updated July 31, 2019

An excellent CRM tool with custom reporting abilities.

Dinesh Srinivasan | TrustRadius Reviewer
Score 7 out of 10
Vetted Review

Software Version

Professional

Overall Satisfaction with Zoho CRM

Our team was facing hard time managing between software, workflow, sales and poor collaboration between teams. Zoho is a powerful CRM tool that generates complex workflows, automated & custom solutions and supports complex integrations. It has helped us in better team collaboration and dedicating our time majorly on leads and closure.
  • Effective CRM that helps in scrutinizing commercials with customers.
  • Better report management assist in streamlining trading process with suppliers.
  • Easy integration with social media and other networking tools and third party software.
  • Robust, easy to handle and scalable platform for effective customer relationship.
  • It is cloud based hence can improve a bit on data security.
  • Working offline is a slight trouble.
  • For the new users it is essential to have tutorials that can guide on how to use the CRM modules.
  • Effective CRM that helps in scrutinizing commercials with customers.
  • Easy integration with social media and other networking tools and third party software.
  • For the new users, it is essential to have tutorials that can guide on how to use the CRM modules.
  • Working offline is a slight trouble.

Sometimes it is a bit costly and involves navigation complexities. Also, at times it appears a bit slow while executing large queries. Despite this, Salesforce Marketing Cloud appears powerful.

Why Zoho CRM :

  • Amazing connectivity with Zoho apps and integration with G-suite apps works extremely well.

  • Easily customizable, seamless switch between languages.

  • Clean and intuitive mobile user interface for better management of tasks, meetings, calls, emails, etc.

Amazing connectivity with Zoho apps and integration with G-suite apps works extremely well.

Zoho CRM Feature Ratings

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