Zoho CRM : Feature Rich at an Affordable Price
February 02, 2022

Zoho CRM : Feature Rich at an Affordable Price

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

Software Version

Other

Overall Satisfaction with Zoho CRM

The primary use of Zoho CRM is to guide our business development efforts by housing accounts that we target and the key people (leads and contacts) that we reach out to at those accounts. Tracking our communication and interaction with accounts is essential.
  • Simple but comprehensive interface that is uncluttered and easy to use
  • Integration between modules
  • Well thought out processes that lead a user through actions, such as mass updates
  • Flexible reporting
  • Lack of relationship between a Lead Company and an Account, particularly for reporting purposes
  • Poor tracking of email activity that goes through a user's email client, not a Zoho email client
  • Better handling of history when a Lead or Contact moves from one Account to another. There is no way to move a person, but only to create a new Lead/Contact
  • Have not quantified, but Zoho CRM has been essential for our business development activities and management.
Generally pretty good but difficult to get specific questions addressed.

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

No

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?

Yes

I think it is very usable. Some improvements are always possible so only gave a 9.
Nothing I would change. The pricing model and options worked well for us.
Zoho CRM is well suited for most scenarios where you need a CRM. It is less suited if you need custom products that have been developed for other platforms but not Zoho. And if you have invested in the Zoho platform for other modules, then Zoho CRM will be most appropriate and provide excellent integration between modules.

Zoho CRM Feature Ratings

Customer data management / contact management
10
Workflow management
Not Rated
Territory management
5
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
3
Contract management
8
Quote & order management
Not Rated
Interaction tracking
5
Channel / partner relationship management
3
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
Lead management
7
Email marketing
5
Task management
Not Rated
Billing and invoicing management
Not Rated
Reporting
Not Rated
Forecasting
Not Rated
Pipeline visualization
6
Customizable reports
7
Custom fields
6
Custom objects
Not Rated
Scripting environment
Not Rated
API for custom integration
Not Rated
Role-based user permissions
8
Single sign-on capability
Not Rated
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
Not Rated
Mobile access
Not Rated