Zoho CRM
March 09, 2021

Zoho CRM

María Fernanda Cruz | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Reseller

Software Version

Enterprise

Overall Satisfaction with Zoho CRM

Zoho CRM is being used in our Sales and Marketing Departments. We use Zoho CRM to manage, measure and streamline our different marketing initiatives, and follow-up correctly with our clients. It integrates all of our channels in a centralized platform, providing visibility, practicality and automation in our sales cycle, as well as valuable insight in detail and decision making overview.

Pros

  • Automation
  • Friendly UI
  • Robust features in lead management

Cons

  • Learning curve
  • Needs to know how to configure
  • Support
  • Some features not available in other languages
  • Granular visibility on ROI for paid campaigns
  • Increased accountability from sales team
  • Important data for decision making
Zoho CRM has the best capabilities and features for the price. It is incredibly versatile and unbelievable value for money. Some things need to be "extended" with add-ons or other feature-specific apps from Zoho that connect pretty well. It is also very scalable, so we could begin with a simple phase and escalate robustness from there.

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 has a very robust and extensive set of features. You might need training to navigate all of the available modules and features, but once you set up or customize it is a great tool. Customer support may be a little slow to resolve sometimes, but value for money makes Zoho CRM one of the best solutions in the market.
Sometimes they tell you to send an email, or they may be slow to actually solve the issue. They have support for paid and unpaid users, and chat, phone, email channels. You will be sure to reach someone, but in some cases you need a solution within a few hours and may have to wait a couple of days.
I have seen CRM implemented in a lot of different use cases, industries, types of companies. It is really versatile, even for processes not in sales. It is great to manage a process, generate relevant data points, and measure the process, especially if these processes involve customer interaction, various people or departments involved, and data visibility and record tracking is important.

Zoho CRM Feature Ratings

8.0
Customer data management / contact management
9
Workflow management
10
Territory management
5
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
4
Quote & order management
7
Interaction tracking
9
Channel / partner relationship management
9
6.7
Case management
6
Call center management
7
Help desk management
7
9.5
Lead management
10
Email marketing
9
5.3
Task management
4
Billing and invoicing management
4
Reporting
8
7.7
Forecasting
7
Pipeline visualization
10
Customizable reports
6
8.3
Custom fields
10
Custom objects
Not Rated
Scripting environment
7
API for custom integration
8
9.5
Role-based user permissions
9
Single sign-on capability
10
6.0
Social data
6
Social engagement
6
10.0
Marketing automation
10
Compensation management
Not Rated
7.0
Mobile access
7

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