Our own CRM
August 25, 2021

Our own CRM

Deepak Baanga | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Professional

Overall Satisfaction with Zoho CRM

Zoho CRM is the most customisable CRM available as per my opinion. Now they have brought in new way to create your own reports. Zoho is being used to manage the leads and convert them to clients. Zoho also lets us use web hooks and APIs to communicate with different apps. We have tried other CRM as well but Zoho CRM is very intuitive. One more thing worth mentioning is their mobile app even tracks the call you get from customers so our team does not have to enter it separately.

Pros

  • Mobile app phone tracking.
  • Leads follow-up.
  • Adding custom fields.

Cons

  • As of now their are all possibilities with custom fields.
  • It should have automated emails function.
  • It should have something to communicate with WhatsApp also.
  • Very positive, it brings back all investment easily.
Because I feel Zoho gives us all possibilities which we think, even the help section has explained us too many new concepts about CRM. Support is very prompt.
Zoho CRM is very easy to use our team was very happy after implantation.

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

Especially suited for mobile phone tracking for staff, also there is a record facility which lets us record the meetings we discuss with clients.

Zoho CRM Feature Ratings

8.6
Customer data management / contact management
7
Workflow management
10
Territory management
5
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
10
Quote & order management
8
Channel / partner relationship management
Not Rated
6.0
Case management
5
Call center management
7
Help desk management
6
6.5
Lead management
6
Email marketing
7
7.0
Task management
6
Billing and invoicing management
5
Reporting
10
9.0
Forecasting
8
Pipeline visualization
9
Customizable reports
10
10.0
Custom fields
10
Custom objects
10
Scripting environment
10
API for custom integration
10
10.0
Role-based user permissions
10
Single sign-on capability
10
7.5
Social data
8
Social engagement
7
7.5
Marketing automation
10
Compensation management
5
10.0
Mobile access
10

Zoho CRM Support

There has never been a time when Zoho has not responded to our questions. We even had some video calls with them earlier while implementation. They did their best.

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