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Powerful CRM tool with lots of customization options, integrations, and regular updates.
Updated April 21, 2022

Powerful CRM tool with lots of customization options, integrations, and regular updates.

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

Enterprise

Overall Satisfaction with Zoho CRM

Zoho is being utilized across our entire organization.
  • Forms.
  • Customer relationship management.
  • Desk.
  • Zoho People UI could be improved.
  • Ability to deduplicate records across all modules in CRM as well as other applications.
  • Zoho Projects, while powerful could also use some UI improvements.
  • Repetitive tasks have been decreased significantly. About 80% of all our tasks are now automated through Zoho applications.
  • Lead Qualification time has been reduced by 50% using workflow rules, assignments, and custom views.
  • Accountability has increased in a significant way by transcribing phone calls, and logging all activity within CRM.
I think the UI is great and the ability to customize almost all aspects of the CRM is a big positive. I think there is still room for improvement however especially for a new user of a CRM or one migrating from a competitor. There is a still a learning curve in how modules are related and how a lead flows through the CRM process. The blueprints feature is a huge help, but needs to be set up first.
Lots of options for configuration. I think this is one of Zoho's biggest positives over all other competitors.

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?

No

Would you buy Zoho CRM again?

Yes

Ability to customize is very high which lets you tailor the CRM to your individual organizations. Also lots of functionality and integration options. Wish it was a bit more integrated with the other Zoho applications.

Zoho CRM Feature Ratings

6.0
Customer data management / contact management
8
Workflow management
7
Territory management
4
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
7
Contract management
4
Quote & order management
3
Interaction tracking
7
Channel / partner relationship management
6
7.7
Case management
7
Call center management
7
Help desk management
9
7.0
Lead management
7
Email marketing
7
6.0
Task management
8
Billing and invoicing management
3
Reporting
7
6.7
Forecasting
7
Pipeline visualization
6
Customizable reports
7
7.0
Custom fields
9
Custom objects
8
Scripting environment
5
API for custom integration
6
9.0
Role-based user permissions
9
Single sign-on capability
9
6.0
Social data
6
Social engagement
6
6.0
Marketing automation
6
8.0
Mobile access
8

Using Zoho CRM

400 - Account Management, Sales, Accounting, and Support