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Get started now, you won't regret it!
September 19, 2021

Get started now, you won't regret it!

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

Software Version

Enterprise

Overall Satisfaction with Zoho CRM

Zoho CRM is used for managing outbound B2B sales and business development activities. We even pull in financial details like aging invoices into CRM so we have a full picture of the customer relationship. It is integrated with ZoomInfo and HubSpot for improved data flow and consistency. We switched from Salesforce.
  • Outbound email.
  • Sales funnel.
  • Analytics.
  • Calendaring.
  • Reduced licensing cost.
  • Wider adoption.
  • Analytics.
It is very easy to use and set up initially. There is an extensive network of partners to assist if needed.
We chose Zoho for the easy-to-use interface and integrations with other Zoho apps.

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

Zoho CRM is well suited for small to medium-sized organizations or departments that want to get a better handle on managing relationships with clients and vendors. The integrated nature of Zoho allows the easy integration between various Zoho apps as well as other non-Zoho products using built-in connectors or 3rd party integration platforms.

Zoho CRM Feature Ratings

7.9
Customer data management / contact management
8
Workflow management
8
Territory management
8
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
7
Contract management
8
Quote & order management
8
Interaction tracking
8
Channel / partner relationship management
8
8.0
Case management
8
Call center management
8
Help desk management
8
8.0
Lead management
8
Email marketing
8
8.7
Task management
8
Billing and invoicing management
8
Reporting
10
8.0
Forecasting
8
Pipeline visualization
8
Customizable reports
8
8.5
Custom fields
8
Custom objects
8
Scripting environment
9
API for custom integration
9
8.0
Role-based user permissions
8
Single sign-on capability
8
8.0
Social data
8
Social engagement
8
8.0
Marketing automation
8
Compensation management
8
8.0
Mobile access
8

Zoho CRM Support

Primary support is out of India and there are paid upgrade options for support based in the USA.