Zoho CRM is the one to have
October 24, 2021

Zoho CRM is the one to have

Rithvik Podduturi | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Other

Overall Satisfaction with Zoho CRM

I like the way all the leads, meetings, accounts, quotes, and products are tightly integrated into each other, which makes it easy for our sales department to get all the required data at once. I get access to all my data and love the UI; it is really simple, and there is no learning curve. It's very easy to use. My team got used to the tool within no time.

Pros

  • Manage my meetings.
  • All my customer data.
  • I can find all the quotes and sales orders.

Cons

  • Need a booking form to embed on a website.
  • Managing meeting is easy now.
  • Sending quotations is quicker with Zoho CRM.
  • Integrates well with all other Zoho products.
There's zero learning curve to use this platform. Even a new team member can use it without any problems. It has a very clean and simple UI, which makes it one of the best. [It] also saves a lot of time training each and every new team member to get used to the tool. Simple, easy, and clean.
Very easy to migrate data from other services, customer service was brilliant in helping us migrate the data from HubSpot. Most of the data can be migrated just by connecting to the other services. Zoho CRM pulls all your data and is ready to use on Zoho CRM without any hiccups. They have clear documentation and a huge community to help if you are facing any problem.
Zoho is cost-effective and brings more value with other tools on their platform, from emails to invoices all in one place. There is no need [to manage] multiple subscriptions if you choose Zoho One, which gives all their tools under one paid plan. It's easy to manage a team with their Slack alternative.

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 CRM handles all my data perfectly. I have the ability to get the meetings and calls inside the CRM, which is a great addition. Sending quotations is really easy compared to other apps I used recently. Having less learning makes it better to use for [my team and me]. I am looking for a booking [form] which can be embedded on my website.

Zoho CRM Feature Ratings

8.7
Customer data management / contact management
10
Workflow management
10
Territory management
9
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
7
Contract management
8
Quote & order management
9
Interaction tracking
7
Channel / partner relationship management
9
8.7
Case management
9
Call center management
8
Help desk management
9
8.5
Lead management
9
Email marketing
8
8.7
Task management
8
Billing and invoicing management
9
Reporting
9
9.0
Forecasting
9
Pipeline visualization
9
Customizable reports
9
7.8
Custom fields
9
Custom objects
9
Scripting environment
7
API for custom integration
6
10.0
Role-based user permissions
10
Single sign-on capability
10
8.5
Social data
8
Social engagement
9
7.5
Marketing automation
9
Compensation management
6
8.0
Mobile access
8

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