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Why I would recommend Zoho CRM as one of the most important tools in your business!
August 25, 2021

Why I would recommend Zoho CRM as one of the most important tools in your business!

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

Software Version

Professional

Overall Satisfaction with Zoho CRM

Zoho CRM is currently being used by the Sales/ Marketing team.
The structure and organised data help us in better conversions.
  • Recording details of all leads & opportunities.
  • Task.
  • Dashboard of sales.
  • Conversion analysis.
  • Better reports on leads/opportunity conversions.
  • Easier MIS Reports generation from the software.
  • Better sales management.
  • Good reports.
  • Recording all leads/opportunities.
  • Better followups with clients.
This is the only CRM we have used and glad that we made this decision. I'm personally not sure that how the other CRM software available in the market are but I have not intention also to try them as I'm happy with Zoho CRM as it delivered mostly what I expect it to.
The other Zoho products are used by us only because we are using Zoho CRM. The integration and communications between these products is the reason we are using Zoho.

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

It is best suited for any form of business where there are a large number of leads. The hierarchy and the data organizing becomes so easy and comfortable. What earlier seemed like a nightmare suddenly becomes a cakewalk with Zoho CRM integration.

Zoho CRM Feature Ratings

7.3
Customer data management / contact management
9
Workflow management
Not Rated
Territory management
8
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
7
Contract management
Not Rated
Quote & order management
4
Interaction tracking
6
Channel / partner relationship management
Not Rated
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
9.0
Lead management
10
Email marketing
8
7.5
Task management
9
Billing and invoicing management
Not Rated
Reporting
6
6.0
Forecasting
Not Rated
Pipeline visualization
Not Rated
Customizable reports
6
7.0
Custom fields
7
Custom objects
Not Rated
Scripting environment
Not Rated
API for custom integration
Not Rated
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
5.0
Mobile access
5

Zoho CRM Support

The support is a little poor as they are very late in replies and sometimes I feel that the support people are not competent to give support. They look more like trainees rather than experts.