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Zoho - the program to use
October 20, 2021

Zoho - the program to use

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

Software Version

Enterprise

Overall Satisfaction with Zoho CRM

We use it on multiple levels for sales leads/tracking/closing. Managing projects, team members, and more. When new leads come in, we organize the information based on the result of the call if this is a lead pending or a lead that we just sold. We are able to onboard the client with Zoho getting them to sign an agreement and close the deal. Once the deal is closed we can move the client along to the account managers to onboard and service the client's requests.
  • Easily add new users.
  • Create deals.
  • Close deals.
  • Submit agreements.
  • Create custom forms.
  • Hard to say as this has so many features already.
  • The program can be overwhelming with all the options.
  • For advanced features you need a Zoho expert.
  • Helps manage sales.
  • Sets up reminders so you don't forget to follow.
  • Lets you close deals.
The program is great but does take time and repetition to remember where everything is. So many features and options mean so many more things to learn. Taking the time to learn is worth it and adding new features to help improve workflow and doing a/b testing with those as well is very important.
With the amount of support required I would say the price is okay, no one wants to pay a lot of money, but at the same time in order to expect great service, the company has to charge enough to bring on competent staff members. Overall I would say it is fair.
I would say it is just like robots with the ability to create forms, track activities on your site and manage the sales process. Though the interface is not the same, it has the same abilities at the end of the day. I prefer Zoho for the price and support they offer.

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

Overall workflow for managing new sales is very important. It is nice when a lead comes through that you can search in Zoho and confirm if they were an existing lead and if so, were they already assigned to a sales manager. This can prevent cross-selling and mistakes.

Zoho CRM Feature Ratings

9.8
Customer data management / contact management
10
Workflow management
10
Territory management
9
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
Not Rated
Contract management
10
Quote & order management
Not Rated
Interaction tracking
Not Rated
Channel / partner relationship management
Not Rated
10.0
Case management
10
Call center management
Not Rated
Help desk management
10
10.0
Lead management
10
Email marketing
10
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
Not Rated
10.0
Role-based user permissions
10
Single sign-on capability
10
Not Rated
Social data
Not Rated
Social engagement
Not Rated
10.0
Marketing automation
Not Rated
Compensation management
10
10.0
Mobile access
10