Overall Satisfaction with Zoho CRM
Zoho CRM is our company's sole keeper of all data regarding leads, deals, contacts, accounts, and other information we collect about people who reach out to our business. It helps us organize and easily filter data to see where leads are in our pipeline, what services our signed clients are receiving, and so much more.
- Organize data
- Several filters to allow you to view data in different ways
- Allows us to manage tasks
- Calendar integration is buggy
- RingCentral integration is buggy
- Social integration is a little lacking
- Allows us to keep costs down compared to other CRMs
- Provides us more reporting options
- Great UX layout
There's no real comparison, as Zoho's suite of apps all perform different functions so that they can seamlessly integrate with each other.
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
Zoho CRM Feature Ratings
Using Zoho CRM
13 - Everyone in our business uses CRM, from copywriters to account managers to marketing, sales, and admin.
1 - We have one admin/IT staff person who acts as the support for CRM. She, however, typically then sends requests to Zoho support or our support partner.
- Task management
- Lead management
- Account management
- Lead/account scoring
- Revenue tracking
- Social media integration for leads
Evaluating Zoho CRM and Competitors
Yes - CRM replaced Pipeline Deals because it allowed much more functionality at a more affordable price point.
- Price
- Product Features
- Product Usability
Product features gave us many more opportunities to consolidate our operations instead of being spread out across several different applications.
We would not change anything. We tested several different CRM platforms and felt this was the best.
Zoho CRM Implementation
- Implemented in-house
- Third-party professional services
Alderbest Solutions
Change management was minimal
- 3rd party integrations that required custom codes
Zoho CRM Training
Configuring Zoho CRM
Yes - we have customized the interface extensively - We relied on a Zoho partner to integrate the customizations.
Yes - we have added extensive custom code - We relied on a Zoho partner to set up our custom coding.
Zoho CRM Support
Pros | Cons |
---|---|
Quick Resolution Knowledgeable team Problems get solved Kept well informed Immediate help available Support cares about my success Quick Initial Response | Need to explain problems multiple times |
Zoho's support comes with a Zoho One subscription. We also work with a Zoho Partner on any CRM issues we encounter. I'm not sure if we encounter many issues because the platform is buggy or we just cause a lot of issues, but we always have good experiences with our support partners whenever an issue arises.
Yes - Yes, all bugs have been resolved in an appropriate time frame.
We had an issue with the original custom code that Zoho was updating to a 2.0 version. They gave us plenty of time to find a solution, and our Zoho support partner helped us every step of the way to make sure all of our integrations were updated when the switch happened.
Using Zoho CRM
Pros | Cons |
---|---|
Like to use Relatively simple Easy to use Well integrated Consistent Quick to learn Convenient Feel confident using | Lots to learn |
- Task management
- Account management
- Lead management
- Blueprints
- Workflow creation
Yes, but I don't use it
Zoho CRM Reliability
Integrating Zoho CRM
- Email marketing
- Website forms
It was easy once we used Syncapps to communicate between CRM and our 3rd party apps.
Get help from a certified Zoho partner
Relationship with Zoho Corporation
Upgrading Zoho CRM
Yes - Everything went well.
- Easier navigation
- Smoother interface