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Zoho Zealousness
Updated February 04, 2022

Zoho Zealousness

Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Software Version

Professional

Overall Satisfaction with Zoho CRM

Zoho CRM is an effective client management tool, it's features assist the company in maintaining and tracking client service and progression as we are an e-learning company it assists us with reports, progression reports for students. The use of mass emails and integration with Zoho Desk is an absolute win as it assists us with tracking commutation and cases logged are resolved in due time.
  • Tracking mass emails
  • Sending Progression reports
  • Tracking Zoho Desk cases
  • Tracking client progression
  • More personalised setting functions and email signatures
  • Better quality tracking
  • Less content more design features
  • Increased communication feedback
  • Lead Tracking Is Effective
  • Effecetive case management
It has ease of access and usability are great, I would like to see more design and structure to CRM and integration with more software.
It is relatively easy to edit and configure settings or customer information. I would like to see more fields with customer integration and progression to allow for more effective reporting
It has an effective customer integration and reporting structure, It is less clunky and allows customization which other apps have failed to provide.

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?

I wasn't involved with the selection/purchase process

Did implementation of Zoho CRM go as expected?

Yes

Would you buy Zoho CRM again?

Yes

Zoho CRM is very great at storing mass emails and templates which can be used again and edited over time, however, the capped email settings are quite stuck as it doesn't allow for more mass emails to be sent through. I would like to see more design usage with the templates and signature uses with Zoho Desk integration.

Zoho CRM Feature Ratings

6.1
Customer data management / contact management
7
Workflow management
4
Territory management
4
Opportunity management
5
Contract management
8
Quote & order management
5
Interaction tracking
8
Channel / partner relationship management
8
7.7
Case management
8
Call center management
8
Help desk management
7
8.0
Lead management
7
Email marketing
9
6.0
Billing and invoicing management
6
6.5
Forecasting
6
Pipeline visualization
7
8.0
Custom fields
6
Scripting environment
9
API for custom integration
9
10.0
Role-based user permissions
10
Single sign-on capability
10
6.0
Social data
6
5.0
Marketing automation
4
Compensation management
6
Platform ()
Not Rated