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Best Small Business CRM
September 17, 2021

Best Small Business CRM

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

Software Version

Enterprise

Overall Satisfaction with Zoho CRM

We use Zoho CRM to manage leads and studio openings. Leads have two automated flows that they follow, that were relatively easy to set up and customize, and the studio opening module has great customizability and we are able to update on a regular basis. 75% of employees are using Zoho CRM to get visibility into studio openings and lead status.
  • Automation of workflows.
  • Email template management.
  • Customization of layout.
  • Ease of use.
  • Instructions for power users (webhooks/API, etc.).
  • Much better data understanding across the business.
  • More control over data.
Super easy to implement and super easy for our employees to understand and follow. Modifications are quick and easy.
I would say ZOHO is easier to use and more accessible than Salesforce based on my experiences.

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

Google Workspace (formerly G Suite), Wisetail LMS, NetSuite ERP
Zoho CRM was very easy to implement at a basic level but it has enough depth to scale with the company, and we now use it extensively across different modules and different use cases. It's great that employees have a single place to get the information and don't need to use multiple systems to get what they need. Integration with other Zoho modules is a big plus.

Zoho CRM Feature Ratings

9.2
Customer data management / contact management
9
Workflow management
9
Territory management
10
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
7
Contract management
10
Quote & order management
Not Rated
Interaction tracking
Not Rated
Channel / partner relationship management
Not Rated
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
10.0
Lead management
10
Email marketing
10
9.0
Task management
8
Billing and invoicing management
Not Rated
Reporting
10
9.3
Forecasting
8
Pipeline visualization
10
Customizable reports
10
10.0
Custom fields
10
Custom objects
10
Scripting environment
Not Rated
API for custom integration
Not Rated
10.0
Role-based user permissions
10
Single sign-on capability
10
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

Zoho CRM Support

Quick chat support and always happy to jump on a call if needed.