Highly Functional, High Value at a Good Price
Overall Satisfaction with Zoho CRM
We use Zoho CRM as part of Zoho One to operate and manage our entire company. We have it integrated with QuickBooks and also use it along with Zoho Desk and Zoho Project so that we maintain a 360 degree understanding of our customers.
Pros
- Excellent integration capabilities with other Zoho products.
- Integrates well with 3rd party applications.
- Easy to customize.
Cons
- Default screens can be cluttered.
- Getting layouts to print properly can be cumbersome.
- Allowed us to quote and invoice accurately.
- Management of ongoing contractual renewals for our subscription business.
- Excellent bang for the buck. High functionality and value based pricing.
We had previously used NetSuite prior to Zoho. It was expensive, very complicated, and difficult to manage. Zoho is considerably less costly, and easier to run out of the box, but also easier to customize.
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 - All functions use CRM.
1 - We use an independent integrator as needed. Once we brought in the integrator we've had a limited need for any internal support.
- Managing Opportunities
- Create Quotes
- Managing the lifecyle of a sale
- Integration with forms for data capture
- Forecasting
Zoho CRM Support
Pros | Cons |
---|---|
Quick Resolution Good followup Knowledgeable team Problems get solved Kept well informed No escalation required Support understands my problem Support cares about my success Quick Initial Response | None |
No. We preferred to use an independent integrator. BTW, we rarely need them.
Yes - Yes. We had several issues that were resolved.
We had difficulties understanding the relationship between CRM and Campaigns, and the team reached out to us to explore what our issues were and helped us understand how the integration works.
Using Zoho CRM
Pros | Cons |
---|---|
Like to use Relatively simple Easy to use Technical support not required Well integrated Consistent Quick to learn Convenient Feel confident using Familiar | None |
- Quoting
- Opportunities
- Tasks
Yes - As good as can be expected, but CRM is difficult to work with on a small form factor device regardless of whose system it is.
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