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There's no other place to go other than Zoho!
December 09, 2021

There's no other place to go other than Zoho!

Chris Morton | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Professional

Overall Satisfaction with Zoho CRM

We utilize Zoho CRM in our organization from a B2B perspective primarily. It's robust, comprehensive, and on top of business needs that are needed today. Such things as SMS/integration capabilities, marketplace, flows, marketing campaign management, analytics are all needed under one roof.
  • Fix bugs
  • Listens to their client base
  • Integrate with other apps
  • Chat/support availability
  • Making it more user friendly for people whom are less technical
  • Calendar events/timezone management
  • Increased staff accountability
  • Increased staff performance
  • Decreased time spent wondering what needs to be done
I think there is room for opportunity to improve the GUI and design, as its function outweighs its form. Make it feel/be used "simpler"
It's a no-brainer, easy...
Zoho knocks these folks out of the park, hands down

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

For any Corporate HQ, you can use it for management from a B2B and B2C perspective quite well. The reason primarily is that under the B2B you can view their B2C contacts/leads/activity etc.

Zoho CRM Feature Ratings

9.7
Customer data management / contact management
10
Workflow management
9
Territory management
10
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
9
Quote & order management
9
Interaction tracking
10
Channel / partner relationship management
10
10.0
Case management
10
Call center management
10
Help desk management
10
10.0
Lead management
10
Email marketing
10
9.7
Task management
10
Billing and invoicing management
9
Reporting
10
10.0
Forecasting
10
Pipeline visualization
10
Customizable reports
10
9.8
Custom fields
10
Custom objects
10
Scripting environment
9
API for custom integration
10
10.0
Role-based user permissions
10
Single sign-on capability
10
10.0
Social data
10
Social engagement
10
9.5
Marketing automation
10
Compensation management
9
7.0
Mobile access
7