Amy's Review on Zoho CRM
September 06, 2019

Amy's Review on Zoho CRM

Amy Gray | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source

Software Version

Enterprise

Overall Satisfaction with Zoho CRM

Zoho CRM is used here at the head office by every employee and all of our franchisees across Canada use it as well. All of our data from sellers/buyers are store in Zoho. It is used for multiple reasons such as booking appointments for a franchisee, sending out important emails to our sellers and tracking sales.
  • Zoho is very user-friendly and straightforward. The layout is very neat when inputting a clients information.
  • Stats are also very well kept and up to date.
  • We book a lot of appointments via Zoho that are supposed to automatically go in our franchisee's google calendar. Sometimes it works, sometimes it doesn't. I'm unsure if this is on Zoho's behalf or Google but it can be a real nuisance.
  • I think the positive impact it has on the business is that it truly keeps tracks of all the sales stats and revenue. Our management can look at trends and what we need to improve on to make the business grow!
I don't have an alternative as this is the platform provided by the company I work for.
I've worked at a lot of contact centers and Zoho is one of the most user-friendly. Instead of having multiple platforms, Zoho pretty much puts it all in one.

Zoho CRM Feature Ratings

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