A great CRM system with room for improvement
Updated May 14, 2024
A great CRM system with room for improvement

Score 7 out of 10
Vetted Review
Verified User
Software Version
Enterprise
Overall Satisfaction with Zoho CRM
We migrated to Zoho CRM from Salesforce during the pandemic when economic challenges happened. Upon comparison, Zoho CRM has more features available compared to other solutions. We use Zoho CRM to track sales leads, sales conversions, accounts, and many more including integrating to our Zoho Desk which is used by our helpdesk. This is to streamline all the processes and automate as much as possible as in the past there were multiple systems and multiple duplicate tasks that needs to be carried out in order to complete a particular process.
Pros
- Customer Relationship Management
- Email Marketing
- Sales Leads and Conversions
Cons
- Better integration with other solutions for data sharing
- Better customer support
- Better pricing
- Reduced costs on similar platform
- Increased revenues
- Still lacking of much needed automation
Zoho has 10x more features than Salesforce which is included as part of its subscription. Many customizations are also available on self-service compared to Salesforce having to charge for every customization or configuration or setup. Additional features are also chargeable on Salesforce whereas Zoho has included it as part of its subscription.
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?
No
Would you buy Zoho CRM again?
Yes
Zoho CRM Feature Ratings
Using Zoho CRM
50 - Helpdesk, customer success, sales, finance, operations
2 - Helpdesk Manager and Customer Success Manager
- Product and Solutions Support
- Sales Lead
- Customer Relationship Management
- Automate end to end tasks
- Seamless integration for helpdesk functionalities ie phone, email
- Financial management
- invoicing and lead generation
Comments
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