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Highly Functional, High Value at a Good Price
Updated September 21, 2021

Highly Functional, High Value at a Good Price

Kenny Schiff | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Other

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.
  • Excellent integration capabilities with other Zoho products.
  • Integrates well with 3rd party applications.
  • Easy to customize.
  • 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.
It's very straightforward, works well in the browser of your choice, and can easily be customized specifically to a user, role, or the entire company.
Zoho CRM has the right amount of configurability, and is certainly far less complex than something like NetSuite. That said, we greatly benefited from doing work upfront on our own and then bringing in an integrator to help us refine it.
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

QuickBooks Online, Slack, Google Workspace (formerly G Suite)
Very fully featured, especially for the price, and especially one purchased as part of Zoho One. A company can quickly go from having nothing to a fully integrated flow from lead to project to support.

Zoho CRM Feature Ratings

7.5
Customer data management / contact management
8
Workflow management
8
Territory management
Not Rated
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
5
Contract management
Not Rated
Quote & order management
8
Interaction tracking
8
Channel / partner relationship management
Not Rated
8.0
Case management
8
Call center management
Not Rated
Help desk management
8
7.0
Lead management
8
Email marketing
6
8.0
Task management
8
Billing and invoicing management
8
Reporting
8
8.0
Forecasting
8
Pipeline visualization
8
Customizable reports
8
8.0
Custom fields
8
Custom objects
8
Scripting environment
8
API for custom integration
8
8.0
Role-based user permissions
8
Single sign-on capability
8
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
8.0
Mobile access
8

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
Super high value and very functional. Integrates really well with the rest of the One Suite.

Zoho CRM Support

Support is there when you need it, but sometimes it can a bit slow to get a response. Having a trusted integration partner has turned out to be a big difference-maker for us.
ProsCons
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

ProsCons
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.