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Good CRM for a growing company on a budget
January 05, 2022

Good CRM for a growing company on a budget

Anonymous | TrustRadius Reviewer
Score 5 out of 10
Vetted Review
Verified User

Software Version

Enterprise

Overall Satisfaction with Zoho CRM

Build out account and contact information, classify accounts by customer/prospect/partner, add competitor product information to prospect accounts, log email/phone interactions with contacts.
  • Data field customizations.
  • Unique email identifiers (contacts).
  • Account ownership transfers.
  • Automatic email correspondence records.
  • Report-building functionality.
  • Modified field save speed.
  • Increased time spent entering data manually.
  • Increased time spent waiting for pages to load.
  • Decreased time spent prospecting.
Modern UI. Somewhat intuitive.
Highly customizable. Light configuration options ready out of the box.
UI of Zoho CRM is more modern than Infor CRM. Both Salesforce and Infor CRM are more functional. Infor CRM has most glitches and downtime.

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?

No

ZoomInfo, Microsoft Teams, Microsoft 365 (formerly Office 365)
Well suited: growing companies that are budget-conscious and prefer a highly customizable CRM.

Less appropriate: well-established companies with high cash flow that require a CRM solution with robust reporting capabilities.

Zoho CRM Feature Ratings

5.0
Customer data management / contact management
5
Workflow management
5
Territory management
5
Opportunity management
5
Integration with email client (e.g., Outlook or Gmail)
5
Contract management
Not Rated
Quote & order management
Not Rated
Interaction tracking
5
Channel / partner relationship management
Not Rated
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
5.0
Lead management
5
Email marketing
Not Rated
5.0
Task management
Not Rated
Billing and invoicing management
Not Rated
Reporting
5
5.0
Forecasting
Not Rated
Pipeline visualization
5
Customizable reports
Not Rated
5.0
Custom fields
5
Custom objects
5
Scripting environment
Not Rated
API for custom integration
Not Rated
5.0
Role-based user permissions
5
Single sign-on capability
Not Rated
Not Rated
Social data
Not Rated
Social engagement
Not Rated
5.0
Marketing automation
5
Compensation management
Not Rated
Not Rated
Mobile access
Not Rated