Zoho CRM Review
March 11, 2021

Zoho CRM Review

Anonymous | TrustRadius Reviewer
Score 1 out of 10
Vetted Review
Verified User

Software Version

Enterprise

Overall Satisfaction with Zoho CRM

[Zoho CRM] was being used by an entire organization. It is meant to manage client relationships on a large scale for a world wide organization including a high volume of data and individual clients and accounts. This needed to address management issues along with direct and easy incorporation into the current and existing technology stack being used on a day to day basis.
  • Truthfully do not have many pros
  • Hard to set up and manage
  • Difficult to integrate with basic marketing technology
  • Lack of customer support
  • Late support response times
  • Takes a lot of time to learn how to use
  • Not easy to integrate
Salesforce is king of all CRM's. I would never recommend not using Salesforce. Hubspot does have more integration features along with much more ease of use and much easier to manage on the back end and from an administrative standpoint. I would always recommend SFDC to anyone looking for a CRM software.

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

No

Are you happy with Zoho CRM's feature set?

No

Did Zoho CRM live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Zoho CRM go as expected?

I wasn't involved with the implementation phase

Would you buy Zoho CRM again?

No

Overall this product is not easy to use, integrate or manage. I have used many different CRM platforms and I find this platform to cost a lot of time and stress trying to manage or integrate. There are many other options that will be a better purchase option, give a greater ROI and save your overall organization time in their day to day actions.
From the experience I had, the necessary and required support level for CRM platform was not present. SLA and response times did not liveup to the promised time frame and made it difficult to have quick solutions. There is not a lot of documentation that is helpful and help is not always provided in a timely manner for a software tool is so critical to businesses.
In this particular space of CRM's, there are many other options that will work at a much more effective level. I personally would not recommend [Zoho CRM] to anyone when there are other options out there that enable a much more efficient and effective tech stack, ease of integration and client management.

Zoho CRM Feature Ratings

Customer data management / contact management
2
Workflow management
4
Territory management
Not Rated
Opportunity management
4
Integration with email client (e.g., Outlook or Gmail)
1
Contract management
5
Quote & order management
Not Rated
Interaction tracking
5
Channel / partner relationship management
Not Rated
Case management
1
Call center management
1
Help desk management
1
Lead management
Not Rated
Email marketing
Not Rated
Task management
4
Billing and invoicing management
Not Rated
Reporting
4
Forecasting
3
Pipeline visualization
3
Customizable reports
3
Custom fields
2
Custom objects
2
Scripting environment
Not Rated
API for custom integration
1
Not Rated
Role-based user permissions
Not Rated
Single sign-on capability
Not Rated
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Marketing automation
1
Compensation management
1
Mobile access
1