Good budget CRM for growing businesses
November 05, 2021

Good budget CRM for growing businesses

Hemant Joshi | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

Enterprise

Overall Satisfaction with Zoho CRM

Zoho CRM is used from the initiation of the lead till the realization of the revenue from the customer for the sales process. It helps the key stakeholders to keep track of sales funnel. Apart from that we also use it for the customer on-boarding workflows. Zoho helps create/modify workflows without writing any code.
  • Workflows in Zoho CRM are very easy to design and work really well.
  • Blueprint in Zoho CRM is a great feature which can help in seamless process execution.
  • Adding custom modules help us use Zoho CRM for more use-cases than just lead and customer management.
  • There are limitations in few places like number of layouts in a module, etc.
  • Customer support is not that great.
  • At times, there are bugs which create race conditions. There is no way of getting those fixed by Zoho.
  • Zoho ensured reduced on-boarding time of leads.
  • Zoho increased visibility in lead analysis and thus helped us stop non-productive channels.
Zoho has intuitive interface and it is fairly easy to train the teams for effective usage.
The product is very configurable to accommodate variety of use-cases and processes without writing a code.
More or less all of them were approximately same. What stands apart Zoho is, there is no implementation cost. Also we took Zoho One which has multiple products and was useful for us. The cost of Zoho One was lesser than other CRMs and it was offering us multiple other products as well.

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 is good tool for the growing company. It covers all the bases for serving a mid size corporate. It works best when used standalone or minimal integrations. When integrating with many different systems and at scale, the APIs are not robust and might cause issues every now and then.

Zoho CRM Feature Ratings

Customer data management / contact management
8
Workflow management
8
Territory management
6
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
8
Quote & order management
Not Rated
Interaction tracking
3
Channel / partner relationship management
1
Case management
6
Call center management
Not Rated
Help desk management
6
Lead management
8
Email marketing
Not Rated
Task management
8
Billing and invoicing management
Not Rated
Reporting
4
Forecasting
Not Rated
Pipeline visualization
Not Rated
Customizable reports
4
Custom fields
8
Custom objects
8
Scripting environment
7
API for custom integration
6
Role-based user permissions
8
Single sign-on capability
8
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
Mobile access
6