Great Customer Relationship Management
January 28, 2022

Great Customer Relationship Management

Rebekah Longenecker | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Professional

Overall Satisfaction with Zoho CRM

We use Zoho CRM for tracking deals and communication. The reports are amazing because we can customize them with our internal processes. we can quickly see exactly where we are in the process with our potential customers. This also allows us to display data in custom fields which helps us to keep track of our accounts and customers all on one page!
  • Manage communication with customers
  • Tracking progress of accounts
  • Generating reports
  • Customizable fields
  • Works great nothing at this time.
  • Ease of use
  • Easy setup process
  • Remote access
I have only had to reach out a couple of times and every time they have quickly taken care of or helped me with an issue I was having. They have been friendly and make you feel that care about you.

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

The overall usability is fantastic. It is easy to learn and train when bringing on a new team member. The help section is easy to understand if looking for answers. The dashboard allows for quick visibility of all of our accounts.
This is well suited for any business that has tons of leads that need to be managed and tracked in a timely manner. Our team is remote and loves that it updates in real-time so everyone knows where we are in the process! Using automation, helps us stay in front of our potential clients so they do not drop through the cracks.

Zoho CRM Feature Ratings

Customer data management / contact management
10
Workflow management
10
Territory management
Not Rated
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
Not Rated
Quote & order management
Not Rated
Interaction tracking
10
Channel / partner relationship management
Not Rated
Case management
10
Call center management
Not Rated
Help desk management
10
Lead management
10
Email marketing
10
Task management
10
Billing and invoicing management
Not Rated
Reporting
10
Forecasting
10
Pipeline visualization
10
Customizable reports
10
Custom fields
10
Custom objects
10
Scripting environment
Not Rated
API for custom integration
Not Rated
Role-based user permissions
10
Single sign-on capability
10
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Marketing automation
10
Compensation management
Not Rated
Mobile access
10