Item: Zoho CRM
Rating: 8
Author: Saurav Saha

Use Cases and Deployment Scope

A great CRM tool for early-stage business. [It has] all the integrations and automations. The lead scoring mechanisms [are] also good. Support could be improved a lot - many times not reachable. But overall easy to use and handles most daily [tasks] and most importantly it's a good value for money- it's very affordable.

Pros and Cons

Welcome email automations for incoming leads via paid ads
Monthly newsletter
Sales dashboard

Advanced customer journey automations
Customer support
In-built calling feature via third party not up to the mark

Return on Investment

Overall lead management increased for sales and marketing people
Reduced manual lead filtering process - it was super helpful
Increased email automations

Usability

Overall a fantastic tool for early-stage startups to begin operations with at affordable pricing. But not suited for late-stage business even with enterprise-grade. We started with Basic Standard - was good keeping the cost in mind, but when moved to enterprise, it was not that great [considering] other options like Hubspot at [a] higher price point with more features.

Product Configurability

[The] product's configurability is ok to moderate. You can do most things or ask their support to set up for you.

Alternatives Considered

HubSpot CRM

Zoho is good at lower price points but if you have more cash and care for more features - HubSpot CRM is a good alternative [in my opinion].

Key Insights

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

Other Software Used

HubSpot CRM

Likelihood to Recommend

Well suited - for early-stage [businesses] looking for an affordable CRM solution with basic to moderate power-packed features and also easy to use. Not suited for - for mid-stage to matured business - since Zoho CRM lacks lacked functionalities like - customer website journey and support is not up to the mark.

Zoho CRM Review

Software Version

Overall Satisfaction with Zoho CRM