October 23, 2021
Consiliosa LIMITEDInformation Technology and Services, 1-10 employees
Score 9 out of 10
Overall Satisfaction with Zoho CRM
I currently use Zoho CRM in my business as part of my Zoho One Subscription. I have also implemented it in a number of clients. In my own business, I use it to track and manage opportunities as well as for managing projects. [It] enables me to keep a good eye on my business to track my productivity and manage my capacity accordingly. It also links into the Zoho Desk product that enables me to manage my customer's issues effectively.
- Pipeline management.
- Customer management.
- Project management.
- Canvas App is great for custom layouts.
- Creating custom dashboards.
- Very flexible but the amount of settings can be daunting.
- Effective management of sales pipeline freeing up time to work with the customer.
- Managing the multiple stages of multiple projects keeps me on track and enables me to deliver projects on time and on budget.
You can customise the interface and navigation to strip out unnecessary fields and modules. The new Canvas App is brilliant as it enables you to design your own interface that will match your organisation requirements, making it easier to use for the user who will be more likely to enter the right info in the right place and also have easy access to the important date they need when engaging with customers. It's a real game-changer.
It is very configurable. For a lay user, this may be too complex, but once it is done (potentially with the help of a specialist), customer layouts will increase productivity. So the advice is to get someone in to help implement it in a way that is right for your business.
Zoho CRM was right for my business because I signed up for it a few years ago as part of a Zoho One subscription, and so it was a great value. It was also very configurable and flexible for my needs. I have used and implemented Salesforce with clients, and [it] is equally configurable, but I found Zoho CRM much easier to configure. HubSpot is a great CRM, and I've recommended it for users just starting off their CRM journey, but once you start paying for it, you would be better off with Zoho. I used to use and implement Insighty a lot, but their base price went up too high, which deterred many first-time users.
Do you think Zoho CRM delivers good value for the price?
Are you happy with Zoho CRM's feature set?
Did Zoho CRM live up to sales and marketing promises?
Did implementation of Zoho CRM go as expected?
Would you buy Zoho CRM again?
Zoho CRM has very nice staged pricing options, including a free tier to get you started, so [it] is suitable for a wide variety of businesses, from Small Micros to larger businesses. Good for sales and customer management, but I have also implemented it with a customer who had a custom module that manages a complex insurance quote process. When you get to the enterprise level, it can pretty much do what Salesforce can but at half the price.
Zoho CRM Feature Ratings
Customer data management / contact management
Integration with email client (e.g., Outlook or Gmail)
Quote & order management
Channel / partner relationship management
Call center management
Help desk management
Billing and invoicing management
API for custom integration
Role-based user permissions
Single sign-on capability