Excellent precise tracking and good customer interaction.
October 21, 2019

Excellent precise tracking and good customer interaction.

Jesus Chacon | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Professional

Overall Satisfaction with Zoho CRM

It is being used by the sales department as a data center contact tool with active and potential customers, and through it the analysts can interact with their database that is very complete intuitive to see the statistical reports about the customers they frequent and program better communication flows and convert those contacts into sales.
  • It has a very intuitive interface that is easy to use even if it is first wing.
  • It has great ability to work with social media integrate very well.
  • The modules or tools to send emails by email is great allows us to carry out successful campaigns.
  • It facilitates the workflow we manage to connect with customers and improve sales.
  • Some important options require many steps to find them.
  • Integration with gmail is not easy.
  • It is helping the company to improve the relationship with customers while improving our image.
  • We are improving response times because it translates into more sales.
  • Making our work much easier we do not waste time to deliver and invoice.
It is ideal to maintain a flow of communication with customers and not improvise, allows us to always have an updated database with an excellent sales mapping.

Zoho CRM Feature Ratings

Customer data management / contact management
10
Workflow management
10
Territory management
9
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
7
Contract management
9
Quote & order management
8
Interaction tracking
9
Channel / partner relationship management
10
Case management
10
Call center management
10
Help desk management
9
Lead management
9
Email marketing
9
Task management
9
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
9
Role-based user permissions
9
Single sign-on capability
9
Social data
10
Social engagement
10
Marketing automation
10
Compensation management
10
Mobile access
10