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Essential and Easy to Use
September 06, 2019

Essential and Easy to Use

Drew Shaffer | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Professional

Overall Satisfaction with Zoho CRM

Here at PropertyGuys we use Zoho CRM to store our clients' information and activity. Zoho is great to track interactions; every call we make gets put in Zoho with detailed notes of what was said. It's a great way to pass along a clients' contact because you will have all their information and a good idea of what they discussed with us in the past.
  • Activities/Tasks
  • Logging Calls
  • Keeping Track of Client Information
  • Email Macros
  • The Dashboard
  • License Errors
  • Managing Tasks
  • Logged Detailed Interactions
It's very user-friendly. I've never used an application that could compare.
The platform looks very clean and is easy to use. With minor issues that are easy to see past, I wouldn't have any problem recommending Zoho CRM to a colleague.

Zoho CRM Feature Ratings

8.1
Customer data management / contact management
10
Workflow management
8
Territory management
9
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
7
Contract management
6
Interaction tracking
10
Channel / partner relationship management
7
10.0
Case management
10
Call center management
10
Help desk management
10
10.0
Lead management
10
10.0
Task management
10
Reporting
10
9.0
Forecasting
10
Pipeline visualization
7
Customizable reports
10
Customization ()
Not Rated
10.0
Role-based user permissions
10
Single sign-on capability
10
Social CRM ()
Not Rated
Integrations with 3rd-party Software ()
Not Rated
7.0
Mobile access
7