Zoho CRM is a bespoke suit hiding on the clearance rack. You'll think you're getting away with something buying it.
Overall Satisfaction with Zoho CRM
Zoho CRM is being used primarily by both our operations and sales departments. Operations has access and uses it to store account-related data. Sales uses it to organize leads, contacts, and accounts. Simply put, it's the beating heart of our organization — save only the integral call center software we utilize. We employ a simple adage in our company: If it doesn't exist on Zoho CRM then it doesn't exist at all.
In terms of what problems it solves? It's hard to not dive deep into hyperbole. Because I can truly say: it solves every problem we tackle. We are a business that (sadly) lives on 'speed-to-lead'. As such, we've been able to develop a multi-step automation process that processes inbound leads, passes along crucial marketing and branding information AT THE SAME TIME as we are notifying our business development team to reach out. Because of workflow customizations like this, we can compete with companies twice our size with ease.
Beyond that? Zoho CRM is also integral to automating our sales cycle and processing. We've set to task new account implementation, account status, and account cancellation workflows to move tedious and often mistake-prone work into seamless processes that reduce error and improve our efficiencies.
Simply put? It's a singular solution to keep CCSP competitive and healthy as a company.
In terms of what problems it solves? It's hard to not dive deep into hyperbole. Because I can truly say: it solves every problem we tackle. We are a business that (sadly) lives on 'speed-to-lead'. As such, we've been able to develop a multi-step automation process that processes inbound leads, passes along crucial marketing and branding information AT THE SAME TIME as we are notifying our business development team to reach out. Because of workflow customizations like this, we can compete with companies twice our size with ease.
Beyond that? Zoho CRM is also integral to automating our sales cycle and processing. We've set to task new account implementation, account status, and account cancellation workflows to move tedious and often mistake-prone work into seamless processes that reduce error and improve our efficiencies.
Simply put? It's a singular solution to keep CCSP competitive and healthy as a company.
- Custom workflows to automate and notify team members of import data.
- Customizable forms allow for limitless UI improvement.
- Integrations with other Zoho applications allow data to be shared.
- Reporting on demand.
- Actions/Schedules do come with a bit of a learning curve.
- Depending on usage and availability, there are pockets of service hiccups.
- In-Platform emails are not integrated into ZohoMail.
- Allows us to have Salesforce level tools at a price point that is unmatched.
- Automation increases team efficiencies exponentially.
- Customization means the CRM conforms and props up specific company directives.
Same tools at a better price-point. What it may lack in "UI-panache" it makes up for with customization and flexibility. We are a smaller company, and with Zoho CRM have been able to achieve our desired workflows and results through the educated building of workflows and custom modules. Simply put, I'd dare anyone to find as robust a platform for the price.
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 Feature Ratings
Zoho CRM Support
Using Zoho CRM
Pros | Cons |
---|---|
Like to use Relatively simple Easy to use Well integrated Consistent Quick to learn Convenient Feel confident using | Requires technical support |
- Creating custom workflows.
- Creating automated assignment rules.
- Customizing modules to align to company goals and metrics.
- Anything related specifically to needing to create code-based actions
- Reporting is easy, but there's not automated delivery to email
- In-Platform emails do not 'cross' into ZohoMail; creates issues for SalesTeam working out of both
Yes - It works decently. Frankly, a CRM isn't something I'm seeking to use regularly on a mobile device though. But in a pinch should I need to look anything up, Zoho CRM on my phone has been overly cumbersome to navigate. And being integrated with Cliq and Mail does allow me remotely to always be connected and available to my teams.
Relationship with Zoho Corporation
We needed to transition from month-to-month billing to annual billing back to month-to-month billing. Doing so could have been daunting with the amount of customized add-ons, and various features we feared might be tabled in the transition. But nothing of the sort occurred. We were able to switch back to the preferred billing without impeding business for even a minute.
If you have the capability to go annual? Do so. There are fantastic benefits to it. And if you're of the size that could utilize it? Enterprise support is worth its weight in gold. Having a person 'in the know' on your team means you can reshape Zoho to align to your specific needs and goals with ease. And even with the added cost? The savings in time, energy, and effort repay you in spades.