Item: Zoho CRM
Rating: 8
Author: Verified User

Use Cases and Deployment Scope

We implemented Zoho CRM for a couple of our marketing and manufacturing clients, which use it across all departments. Zoho CRM implementation was straightforward and easy to adapt. The user interface was nice and neat, so our customers love using it and they can start using it from day one. More importantly it has great features like custom fields and modules so we can change or customize the CRM modules to meet business needs. And it has great API for every module to share data with other systems. Generating reports and analytics was made so easy with the user interface.

Pros and Cons

API integration
Custom modules
User interface and design
Reporting and analytics
Powerful email marketing tools

API limits for Zoho one customers
Zoho mail
Zoho cliq

Return on Investment

We saw 30% IT savings after we migrated to Zoho CRM
Easy to adapt as the user interface is so nice and clean
We have to pay extra when we cross the API limit

Alternatives Considered

Sugar Connect (formerly collabspot) and Salesforce CMS

I feel like Zoho CRM is the easiest to adapt and it allows 10 free users to start with its free plan. Zoho CRM has flexibility to customize CRM modules to meet business needs, and it can easily integrate with Zoho and other tools. We ran through other CRMs, but Zoho CRM's user interface is easy to navigate and works seamlessly in most browsers.

Key Insights

Do you think Zoho CRM delivers good value for the price?

Yes

Are you happy with Zoho CRM's feature set?

Yes

Did Zoho CRM live up to sales and marketing promises?

Yes

Did implementation of Zoho CRM go as expected?

Yes

Would you buy Zoho CRM again?

Yes

Other Software Used

The Okta Identity Cloud, Google Analytics, Amazon API Gateway

Usability

Overall, I give Zoho CRM 8/10; it would be a good choice for anyone considering it to start with the free plan. It could have been better with API limitations, but I recommend this tool mainly due to

Pricing
Easy CRM customization
Integration with other Zoho tools
Good user interface and navigation
Reporting and analytics

Support Rating

This is one area the Zoho CRM team must improve. There is some delay from support, and every time and I had to exchange multiple emails to solve the issues. For example, we're doing data import as a backend job and all of a sudden, scripts started failing due to API limitations and we did not know that until we investigated, and we had to exchange multiple emails to get that done. I wish they had a better support system overall.

Likelihood to Recommend

Having been a Zoho CRM customer from last four years, I strongly recommend using Zoho CRM for customers, especially for small to medium-sized clients who are looking for lead generation, email marketing, reporting, and analytics. Zoho CRM can easily integrated with other Zoho products like Zoho docs, cliq, mail, and many more. In my opinion, its not highly recommended when you're dealing with huge data--especially when you're importing from or migrating to another CRM/tool with huge data, Zoho CRM has limitations on how use API.

Highly recommended unless you're dealing with huge amounts of data

Software Version

Overall Satisfaction with Zoho CRM