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How Zoho CRM helps my small business
October 23, 2021

How Zoho CRM helps my small business

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

Software Version

Other

Overall Satisfaction with Zoho CRM

We use it to manage our customer profiles, track our interactions (emails, phone calls, meeting notes), centralize the documents exchanged with the customers, record the deals and leads.
  • Allows to create different views to filter the data we need.
  • Allow to create new field to customize the information profile as we need them.
  • Gives flexibility in the reporting.
  • The dashboard page should give us more flexibility in how we want to organize it.
  • It is unfortunate that Canvas is only available fully to the Professional version.
  • Give us faster access to historical data.
  • Give us easy access to sales information when on the road.
  • Allow us a better knowledge of our customer.
Zoho CRM is very intuitive, even for someone that has never used a CRM before. The online help and video are very well done and allow one to understand the product easily. The support is very reactive, and the people via chat are very often helpful.
There are many options to allow you to customize Zoho CRM to make it suit your needs. You can add and remove field to adapt it to your business need.
Zoho CRM is more intuitive than Salesforce and is easier to customize for basic needs. You do not necessarily need to have a tech engineer on-site to do the job.

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

Zoho Books, Microsoft 365 (formerly Office 365)
Zoho CRM is a perfect tool [for] a small business to start in the world of CRM. It is very affordable and scalable and integrates well with the other Zoho products.

Zoho CRM Feature Ratings

8.4
Customer data management / contact management
9
Workflow management
8
Territory management
8
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
8
Contract management
8
Quote & order management
9
Interaction tracking
9
Channel / partner relationship management
8
8.0
Case management
8
Call center management
8
Help desk management
8
8.5
Lead management
9
Email marketing
8
9.3
Task management
10
Billing and invoicing management
8
Reporting
10
9.0
Forecasting
9
Pipeline visualization
9
Customizable reports
9
9.0
Custom fields
9
Custom objects
9
Scripting environment
Not Rated
API for custom integration
Not Rated
9.0
Role-based user permissions
9
Single sign-on capability
9
8.0
Social data
8
Social engagement
8
8.0
Marketing automation
8
Compensation management
Not Rated
8.0
Mobile access
8

Using Zoho CRM

5 - Sales
1 - IT background and knowledge of CRM concepts.
  • Customer management.
  • Deal management.
  • Lead management.
  • Document centralization.
The product works well and fulfills your needs. There is no reason for switching or even looking for an alternative. We are using several products from Zoho and are satisfied with their pricing, scalability, support, and ROI.

Using Zoho CRM

ProsCons
Like to use
Relatively simple
Easy to use
Technical support not required
Well integrated
Consistent
Quick to learn
Convenient
Feel confident using
Familiar
None
  • Creating an account or a contact is easy.
  • Creating a deal is easy.
  • Converting a lead to an account is fairly easy.
Yes - The mobile interface works well but could get some cosmetic improvement, particularly in viewing the account information.