Zoho CRM Provided Automation & Efficiencies For Our Teams
August 06, 2024

Zoho CRM Provided Automation & Efficiencies For Our Teams

Michael Weisel | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Other

Overall Satisfaction with Zoho CRM

We use Zoho CRM to aggregate reporting data from our email platform as well as our website. This data is viewed daily by our teams in a single Dashboard. This information is vital to our business decisions. Zoho CRM has made this easy for us to deploy, edit, and view.

Pros

  • Aggregates data
  • Creates easy to read reporting that everyone can understand
  • Retrieve data from multiple sources
  • See our data in real-time

Cons

  • The side menu is a little clunky
  • drag and drop between folders would also be nice
  • Better collaboration among team members
  • Creating automation
  • Increased efficiencies
Sugar was great when we first got started. Zoho CRM allowed us to take things to the next level and get the support that we needed along with that transition. Zoho CRM's customization was mush easier to setup and use without having to rely on developers to create custom code to achieve our needs. Overall Zoho CRM grew and introduced new and much needed improvements and features to help our teams be more efficient.

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

If you have data, this is the product for you. You can use their built in tools to retrieve data from so many different sources from a simple excel sheet, to Google docs, to other CRM's. If you have teams and need to share your data this is the product for you. If you need to quickly aggregate data and manipulate reports, this product will suit you well.

Zoho CRM Feature Ratings

8.7
Customer data management / contact management
9
Workflow management
8
Territory management
Not Rated
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
9
Contract management
9
Quote & order management
9
Interaction tracking
8
Channel / partner relationship management
Not Rated
10.0
Case management
10
Call center management
Not Rated
Help desk management
Not Rated
9.0
Lead management
9
Email marketing
Not Rated
8.7
Task management
8
Billing and invoicing management
9
Reporting
9
Not Rated
Forecasting
Not Rated
Pipeline visualization
Not Rated
Customizable reports
Not Rated
8.7
Custom fields
8
Custom objects
8
Scripting environment
Not Rated
API for custom integration
10
8.0
Role-based user permissions
8
Single sign-on capability
Not Rated
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
9.0
Mobile access
9

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