Zoho CRM is a wonderful product with a wonderful team
October 22, 2021

Zoho CRM is a wonderful product with a wonderful team

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

Software Version

Professional

Overall Satisfaction with Zoho CRM

Zoho is being used by our organization in order to keep track of and manage all of our sales leads in one place and to be able to have easy access to them. It also helps us manage our sales pipeline and stay on top of all of our sales tasks easily.

Pros

  • Helps us manage sales leads.
  • Helps us close more.
  • Manages sales pipeline.
  • Gives us reminders/keeps us organized.

Cons

  • The support team is super helpful but can take some time to answer.
  • Can get confusing on where to find settings since there are so many different products.
  • Pricing is a bit confusing.
  • It has helped us sell more and make more money and profit.
  • It has saved us a lot of time by keeping us organized and not searching all over for things.
It is a very usable tool that is easy to use. It is easy to navigate and to figure out without much effort.
It is just right. It seems to work well for our size business and has scaled with us well.
We have tried a few other products and not much else has worked like Zoho CRM. We stuck with this product because we also use other Zoho products.

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

It is well suited for anyone who needs to use a CRM. It is definitely simpler and easier to use than most and helps you stay organized.

Zoho CRM Feature Ratings

8.6
Customer data management / contact management
8
Workflow management
9
Territory management
9
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
9
Contract management
8
Quote & order management
9
Interaction tracking
9
Channel / partner relationship management
8
8.3
Case management
8
Call center management
9
Help desk management
8
8.5
Lead management
8
Email marketing
9
8.0
Task management
8
Billing and invoicing management
8
Reporting
8
8.3
Forecasting
8
Pipeline visualization
8
Customizable reports
9
8.8
Custom fields
9
Custom objects
9
Scripting environment
9
API for custom integration
8
9.0
Role-based user permissions
9
Single sign-on capability
9
9.0
Social data
9
Social engagement
9
7.5
Marketing automation
7
Compensation management
8
8.0
Mobile access
8

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