Zoho CRM review
Updated August 01, 2024

Zoho CRM review

Muhammad Waheed Ensari | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Professional

Overall Satisfaction with Zoho CRM

We are using Zoho CRM for users and it keeps the data updated with Contacts, Leads, Potentials, Emails from CRM, Reminders for future dates, tasks to handle on daily basis and we are able manage our sales pipeline by converting leads into potentials and win percentage on potentials enables us to make financial decisions.

Pros

  • Zoho CRM keeps the data in place for the users.
  • We are able to see reports, the progress reports, leads/potentials to work on on priority.
  • A great option get rid of Spreadsheets to manage customers' data.

Cons

  • Sometimes it takes too much time to load.
  • Zoho CRM must introduce Colors for Potentials on different stages
  • First we got rid of Excel Sheets and the pain it comes with to manage spreadsheets.
  • Sales flow improved with the help from forecasts available each month.
  • Zoho CRM is easy to set up and implement with its self-guiding on-screen instructions

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?

I wasn't involved with the selection/purchase process

Did implementation of Zoho CRM go as expected?

Yes

Would you buy Zoho CRM again?

Yes

Zoho CRM is ideal for Services Sector but other sectors can also benefit from it with its wide range of packages and related services.

Zoho CRM allows us to add users, assign them roles, managing their performance, increase sales by using push technique and its easy to integrate with other Zoho Products.

Zoho CRM Feature Ratings

7.7
Customer data management / contact management
7
Workflow management
7
Territory management
9
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
7
Contract management
8
Quote & order management
7
Interaction tracking
8
Channel / partner relationship management
7
7.7
Case management
7
Call center management
8
Help desk management
8
8.0
Lead management
8
Email marketing
8
8.0
Task management
8
Billing and invoicing management
7
Reporting
9
8.3
Forecasting
9
Pipeline visualization
8
Customizable reports
8
7.8
Custom fields
7
Custom objects
8
Scripting environment
6
API for custom integration
10
7.5
Role-based user permissions
8
Single sign-on capability
7
5.5
Social data
6
Social engagement
5
7.0
Marketing automation
7
Compensation management
7
8.0
Mobile access
8

Configuring Zoho CRM

Zoho CRM's implementation, configurability, customization is easy to implement for normal line of business with a few users and minimum customization and your Zoho CRM is good to go.

Zoho CRM gets a bit extensive and difficult when complex customization is required to be executed or coding for that purpose.
First of all jot down your requirements, reports, customizations that you want to see in Zoho CRM.The best thing to set up Zoho is to start with Zoho Settings/ Preferences by turning on and off the features that you require.

Module customization
Manage automation
Zoho CRM API access
User management
Migrate data from other CRM
Social Admin
Personal Social Profiles
No - we have not done any customization to the interface
No - we have not done any custom code
We customized the lead flow of Zoho CRM when any lead/ contact reaches from Website it reaches a specific user/ agent based on Product and location of service delivery.

This feature helps us filter leads and are distributed among the agents/ sales professionals and we can monitor their performance through zoho crm reports.

Using Zoho CRM

UI is easier and convenient, I mean everything starts with me if it's convenient or not! Zoho CRM's interface is easier and it does not matter if you're a new user or an experienced one.

Zoho CRM has vertical and horizontal menus to navigate through, and expandable sidebars that gives us room to further navigate
ProsCons
Like to use
Easy to use
Well integrated
Unnecessarily complex
Requires technical support
  • Zoh CRM Tasks Management
  • Report Customization
  • 1000+ Apps Integration
  • SMS Integration
  • Mailchimp Integration
  • Loading Time
Yes, but I don't use it

Comments

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