A unique cloud-based business management software suite
November 08, 2021

A unique cloud-based business management software suite

Darren Mihalic | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source

Software Version

Professional

Overall Satisfaction with Zoho CRM

Zoho CRM is a unique and powerful cloud software suite that provides us with a unified cloud to help us break down silos between departments and increase our organizational performance and efficiency. It streamlines our complex business projects, helps us build strong relationships with our clients, and drives growth at scale. I found the Zoho CRM a powerful tool because it offers us professional services, robust infrastructure, helpful technical support, and security that any significant business needs. It is an integral part of my organization at all.
  • Because of its cloud-based services, we quickly access this from any device with an internet connection.
  • Zoho CRM saves our time by automating processes that help reduce manual data entry, eliminate redundancies, and accelerate our entire process.
  • The most enjoyable thing is that it provides real-time insights about our customers, enabling us to connect with them across channels easily.
  • Zoho CRM is best at managing and automating many functional areas, including marketing, sales, operations, and engineering.
  • The offered email template is hard to edit, and there are few options for customizing it.
  • I faced massive errors with email delivery to outlook services sometimes.
  • It has a powerful impact on our business because it keeps our sales team on track and updated with their sales pipeline management features.
  • The customizable fields and modules help us create a better understanding of our clients to build a strong relationship with them.
Zoho is simple to use, and the user interface is very user-friendly, but to use some other services, you need some previous knowledge. Customizing things looks like a breeze you don't need to undergo for any practice.
It has customization functionalities that make everything easier and smooth. According to my experience with Zoho CRM, I would say it is a perfect tool that helps to grow the productivity of a company.
It was a little less expensive and offered a lot of functionality. We have tried a few other options, but they didn't seem very impressive, like Zoho CRM. It is easily configured to match our business requirements, which is why I choose among other platforms. Its customizable functions and reporting features allow us to automate our unique operational processes nicely.

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 a cloud-based business management software that is well suited for our company. It provides sales and marketing automation solutions, no matter the size of your business, it will help you grow. Highly recommended tool, especially to those working on a large scale all over the world. Moreover, configuring its user interface is very enjoyable, and customization of the dashboards and reports is effortless.

Zoho CRM Feature Ratings

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