Budget friendly and a one stop shop!
February 01, 2022

Budget friendly and a one stop shop!

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

Software Version

Professional

Overall Satisfaction with Zoho CRM

Zoho CRM is used to maintain records and accounts of all leads/prospects. It helps the sales teams identify and assign the lead importance using terms such as cold, warm, untouched, fresh leads, and all in a single window. It also helps the salesperson to get clarity of the leads in a highly simplified way. Then it is also used for campaigns and marketing purposes

Pros

  • Workflow Automization
  • Email Marketing
  • Pipeline Management

Cons

  • Steep Learning Curve
  • User Interface could improve
  • UX as well needs improvement
  • Single platform increasing ease of use
  • Pricing was affordable
Its support could use improvement as it is not always good, sometimes it takes days for you to get an answer, also documentation is not always updated for example you may be looking for a feature but it is no longer available or it isn't located where it says it should be.

Do you think Zoho CRM delivers good value for the price?

Not sure

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?

I wasn't involved with the implementation phase

Would you buy Zoho CRM again?

Yes

The interface is complex in such a manner that it does help the user accomplish a variety of different tasks, at the same time it is not easy to quickly understand and learn how to go about it.
Additionally, the drag and drop interface to move deals from stage to stage is easy to use and helps the sales teams get a quick view of their monthly stats.
The UI can look somewhat plain for those that don't know or have an idea on how to modify it. Downloading or gathering information is not the easiest to do. Transferring leads can be quite cumbersome. It isn't in every case clear what part of a transfer has fizzled. Apart another one issue is some fields cant be removed that i never use. I'd like to only have all the fields that I end up using.

Zoho CRM Feature Ratings

7.9
Customer data management / contact management
8
Workflow management
8
Territory management
7
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
9
Contract management
Not Rated
Quote & order management
7
Interaction tracking
8
Channel / partner relationship management
Not Rated
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
9.0
Lead management
9
Email marketing
9
8.0
Task management
8
Billing and invoicing management
8
Reporting
8
8.3
Forecasting
7
Pipeline visualization
9
Customizable reports
9
8.0
Custom fields
8
Custom objects
8
Scripting environment
8
API for custom integration
Not Rated
9.0
Role-based user permissions
9
Single sign-on capability
9
Not Rated
Social data
Not Rated
Social engagement
Not Rated
9.0
Marketing automation
9
Compensation management
Not Rated
6.0
Mobile access
6

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