Zoho CRM is a small but efficient way to increase productivity
Updated March 07, 2020

Zoho CRM is a small but efficient way to increase productivity

Prashant Choudhary | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Enterprise

Overall Satisfaction with Zoho CRM

Zoho CRM is used across my entire firm. We have the entire sales process within it, including leads, meetings, PO's and client accounts. All is managed via Zoho only and it provides ease of access to all data to everyone in the firm, we have it integrated with other software like FAST, Seller, and Vinculum to increase its cross-functionality.

Pros

  • Management of client accounts, new business leads, and old client meetings all in one place.
  • Ease of conversion from a lead to an account.
  • Ease of management and keeping track of deadlines and due dates.
  • Ease of integration with other software.
  • Accessibility of read-only data to almost every user.
  • Ease of analytics.

Cons

  • Sometimes there are bugs in entering the data.
  • An upper limit on modules listed on the webpage should be increased.
  • Would be nice if it logged out after a period of no activity.
  • It has increased firm-wide productivity.
  • Keeps the whole system in touch through the integration of several departments.
  • Tracking any case is really easy.
Zoho is efficient, elegant and smarter than its counterpart in a lot of ways. It's unique and the ease of implementation throughout an entire organization's infrastructure through integration with other software has amalgamated the various departments of my organization in such a fluid manner that has resulted in fewer headaches for all managers across departments.
Zoho CRM is well suited for sales professionals in any firm. It saves a lot of hassle and provides ease of access, time management and helps in keeping track of the entire sales team. It helps in analytics of a singular user as well as a team, but there are scenarios where certain duplicate accounts are created for clients when working over various locations, and it should have some account integration modules for duplicate accounts.

Zoho CRM Feature Ratings

9.6
Customer data management / contact management
10
Workflow management
10
Territory management
8
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
9
Quote & order management
10
Interaction tracking
10
Channel / partner relationship management
10
9.0
Case management
9
Call center management
9
Help desk management
9
9.5
Lead management
10
Email marketing
9
10.0
Task management
10
Billing and invoicing management
10
Reporting
10
9.3
Forecasting
9
Pipeline visualization
10
Customizable reports
9
7.7
Custom fields
7
Custom objects
7
Scripting environment
Not Rated
API for custom integration
9
9.0
Role-based user permissions
9
Single sign-on capability
9
7.5
Social data
8
Social engagement
7
10.0
Marketing automation
10
Compensation management
10
9.0
Mobile access
9

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