The best paid Complete CRM solution with several additional features like Desk, Mail, Books, Custom Apps etc.
September 13, 2021

The best paid Complete CRM solution with several additional features like Desk, Mail, Books, Custom Apps etc.

Humayun Farooqi | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source

Software Version

Other

Overall Satisfaction with Zoho CRM

We are using Zoho CRM to capture all our leads from our website, assist our website visitors through the live channel and provide support to our existing customers through the Desk feature. We organize the Leads in an orderly manner, pursue the hot leads to convert them into deals, and make sure we are not missing any sales channel. Our Customer journey has improved drastically, and we now have more happy customers and very few disgruntled ones. Currently, only the sales and support team are using the software but future plans are to have Zoho implemented all across the organization.
  • Leads capture through forms
  • Sales and Deals Funnel tracking
  • Live Chat Feature for website visitors
  • Ticketing feature for customer issues
  • Able to build custom apps
  • Free features need to be increased so that startups are properly able to use the CRM features without worrying about the cost.
  • Easy accessible Demo Videos need to be available with each feature for new users
  • Reduce the number of apps by consolidating as a new user is suddenly overwhelmed with the large number of apps at different URLs.
  • We are a new startup and growing rapidly, hence we have been able to capture more then 200-300 leads in the past few months using the Zoho Forms.
  • Our live chat option was pathetic before using the Zoho CRM, hence now we are able to immediately respond to tens of queries on a daily basis using the mobile app.
  • Once Leads were captured, converting them into deals was not being tracked professionally before using Zoho CRM, but now thanks to Zoho CRM deals funnel, we are able to onboard more than 50 customers smoothly over the past few months.
The overall user interface is very user friendly. The graphic designing of the website and apps is very eye friendly. The color contrasts are well used. The icons and fonts used are easy readable. The placement of menu items and icons is optimized to enhance user experience. The response time of all apps and links is optimal.
If you look at the complete number of features that Zoho CRM is offering, then Zoho CRM is an easy winner against the ones we have previously used. The User Interface is also superb as all the features are easily viewable and usually just a click away from the home page.

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?

Yes

Would you buy Zoho CRM again?

Yes

If you are able to afford a CRM for all of your users, then Zoho CRM is probably the best in the market. However if your organization or startup is short of money, then I would certainly not recommend it as there are other CRMs available in the market which offer more free features.

Zoho CRM Feature Ratings

Customer data management / contact management
10
Workflow management
10
Territory management
9
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
10
Quote & order management
10
Interaction tracking
10
Channel / partner relationship management
9
Case management
9
Call center management
10
Help desk management
10
Lead management
10
Email marketing
9
Task management
9
Billing and invoicing management
10
Reporting
10
Forecasting
9
Pipeline visualization
10
Customizable reports
9
Custom fields
10
Custom objects
9
Scripting environment
10
API for custom integration
10
Role-based user permissions
10
Single sign-on capability
10
Social data
9
Social engagement
9
Marketing automation
9
Compensation management
9
Mobile access
10

Zoho CRM Support

Whenever we are faced with any issue while using the website or apps, the Zoho support team is available 24/7 to respond to our queries in time. The knowledge base and documents are available for understanding any new feature which we have not previously used. Zoho offices are scattered all over the world to cater for different times zones and regions.