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A solution for the whole business!
August 25, 2021

A solution for the whole business!

Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Software Version

Enterprise

Overall Satisfaction with Zoho CRM

We use Zoho for handling customer inquiries and keeping the sales pipe line flowing and as case management system for service requests by our customers.

I believe that it solves the problem of manual handling of tasks and tickets buy automating some of the work and also by allowing easy delegation and passing of work and case tickets to other team members.
  • Case management.
  • Tasks.
  • Process management in processes where more than one person needs to work on a solution.
  • Zoho is fully featured but I have seen some easier to use and more simple software out there. But maybe these couldn't deal with the complex nature of our business.
  • Our Zoho programmer often needs to find a work around where normal Zoho functionality won't work for particular things.
  • I am able to manage more service cases with Zoho, we can bill more hours this way.
  • I can forecast future work by checking the sales pipeline allowing me to be ready in advance, this has increased my headroom.
  • I believe that we were able to increase our sales peoples targets due to higher sales volume.
We got in-house training once the CRM was programmed, there was some changes to be made as we learnt how to get the best out of the CRM but this was pretty easy. I have found the Zoho support to be pretty good too when I have had a questions. The user interface is nice and easy to use and read.

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

Not sure

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?

I wasn't involved with the implementation phase

Would you buy Zoho CRM again?

Yes

AutoCAD, QuickBooks Time (formerly TSheets), Lucidchart, Todoist: To-Do List & Task Manager, monday.com, Cubase, Audacity, BigMarker, Zoom, Ingram Micro, FL Studio
Zoho is probably best suited to large teams that share workloads and care about treating each customer in the right way for them.

It takes an effort to run the CRM well, but I have found that you get out what you put in.

Zoho should be used by a business that wants to increase the throughput of their sales pipeline and case management.

If your business is struggling with the "busy" problem, ZOHO might make some things easier via automation.

Zoho CRM Feature Ratings

8.2
Customer data management / contact management
8
Workflow management
8
Territory management
8
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
8
Contract management
Not Rated
Quote & order management
Not Rated
Interaction tracking
9
Channel / partner relationship management
Not Rated
8.0
Case management
8
Call center management
Not Rated
Help desk management
Not Rated
7.5
Lead management
9
Email marketing
6
9.5
Task management
9
Billing and invoicing management
Not Rated
Reporting
10
8.0
Forecasting
8
Pipeline visualization
8
Customizable reports
8
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
Not Rated
Social data
Not Rated
Social engagement
Not Rated
7.0
Marketing automation
7
Compensation management
Not Rated
10.0
Mobile access
10

Zoho CRM Support

I found the support to be good, I have used the online support many times and have even had a Zoho customer service person remote control my PC to help me with something I didn't understand.