User friendly CRM even during mobility
December 31, 2021

User friendly CRM even during mobility

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

Software Version

Other

Overall Satisfaction with Zoho CRM

I'm using it to organize my sales activities mainly mobile during my intensive customer visits. During business trips, it's useful for fixing an appointment, follow-up of offers, etc.

Pros

  • Friendly user interface.
  • Fully cloud based by providing independence of software platform even desktop or smartphone, tablet, etc.
  • Powerful search functions.

Cons

  • User interface could be less complex.
  • Activity planning could be more detailed like Outlook.
  • Search function could include notes sections.
  • Reduced lead qualification time.
  • Increased automation of repetitive tasks.
  • Ability to reach customers across multiple channels.
Perfect user experience for me with slightly missing features. User interface could slightly be improved but easy to navigate in overall performance. Another point to be improved is slowed down server connection even under good network conditions.
Product's configurability is slightly complex and including fewer features. For instance, search function could be more configurable in order to include notes for customer information.
More convenient for personal use thanks to better mobile functionalities. Also better user interface as well as ease of use.

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

Well suited scenario: I could fixed 3 appointments a day via Zoho crm functionalities without hassle while mobile (inside car).

Less appropriate one: I have spent several minutes but I couldn't find one of my important notes which I have taken within customer information.

Zoho CRM Feature Ratings

7.5
Customer data management / contact management
8
Workflow management
7
Territory management
8
Opportunity management
6
Integration with email client (e.g., Outlook or Gmail)
Not Rated
Contract management
Not Rated
Quote & order management
Not Rated
Interaction tracking
8
Channel / partner relationship management
8
7.0
Case management
7
Call center management
7
Help desk management
Not Rated
8.0
Lead management
8
Email marketing
Not Rated
7.0
Task management
7
Billing and invoicing management
Not Rated
Reporting
Not Rated
Not Rated
Forecasting
Not Rated
Pipeline visualization
Not Rated
Customizable reports
Not Rated
6.0
Custom fields
6
Custom objects
6
Scripting environment
Not Rated
API for custom integration
Not Rated
9.0
Role-based user permissions
Not Rated
Single sign-on capability
9
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
9.0
Mobile access
9

Comments

More Reviews of Zoho CRM

  1. Home
  2. Customer Relationship Management (CRM) Software
  3. Zoho CRM Reviews
  4. User Review of Zoho CRM