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Why Zoho works for us and other businesses
September 22, 2021

Why Zoho works for us and other businesses

Justin DiMucci | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Professional

Overall Satisfaction with Zoho CRM

We use Zoho CRM as well as other Zoho software to manage all of our leads, contacts, project management and communication, email marketing, notes and other various aspects related to projects and integrations. Zoho CRM is very easy to integrate into any website or lead capture source and then bring the lead into the sales funnel. They also offer a lot of other integrations and add-ons to customize to a specific need.
  • Easily integrates with web forms and lead captures.
  • Very powerful out of the gate but has abilities to add on as needed.
  • Extremely affordable compared to some of the other competitors out there.
  • The user interfaces do take some getting used to, but that's because they can do so much once you understand how things work.
  • The organization of client portals and users can be a little confusing.
  • Reduced lead qualification time.
  • Increased automation.
  • Increased project management efficiency.
It is capable of doing a lot so sometimes it takes some time to figure out how to accomplish specific tasks, but once you get comfortable with it it becomes more intuitive.
I believe it is just right. Every business is different and has different needs and Zoho has the flexibility and customizations available to make it work best for your business.

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

Great for any small to medium-sized business that doesn't have as large of a budget to work with but still needs the benefits and organization of a quality CRM system to bring leads through the sales funnel and keep track along the way. Customizations allow a business to tailor the system to their needs.

Zoho CRM Feature Ratings

9.8
Customer data management / contact management
10
Workflow management
10
Territory management
10
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
9
Contract management
10
Quote & order management
10
Interaction tracking
10
Channel / partner relationship management
9
10.0
Case management
10
Call center management
10
Help desk management
10
9.0
Lead management
10
Email marketing
8
10.0
Task management
10
Billing and invoicing management
10
Reporting
10
10.0
Forecasting
10
Pipeline visualization
10
Customizable reports
10
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
9.0
Social data
9
Social engagement
9
10.0
Marketing automation
10
Compensation management
Not Rated
10.0
Mobile access
10