Long time user of ZoHo CRM, would not change it.
February 02, 2022

Long time user of ZoHo CRM, would not change it.

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

Software Version

Other

Overall Satisfaction with Zoho CRM

We have used ZoHo CRM since 2007 to collect all the leads generated by our websites, to manually capture leads generated by other channels, and to record former and current customers for all of our services. Our services range from audit, coaching, consulting, training and execution of numerous services such as SEO, SEM, CRO, Content Dev, Lead Generation, Web Development, Web Hosting, Email Hosting, and Marketing Strategy. We keep detailed track of each customer and new sales opportunity. I’ve tried other systems before and after, and I’m always glad I chose Zoho CRM a long time ago. It’s a very dependable, reliable system: we have never lost a single piece of data or captured information, and it’s very fast and easy to use. It could surely be improved with some connectivity options and better integration with platforms such as WordPress, Drupal or Odoo ERP, but it works just fine out of the box.
  • Keeping data safe
  • Easy to mantain
  • Easy to use
  • Integration with other systems such as WordPress, Drupal or Odoo via improved plugins.
  • Nicer Web2Lead forms
  • Better customization for displaying leads and contacts, such as custom “Cards” or blocks.
Always helpful staff, detailed answers, open for help.

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?

Yes

Sometimes it feels like legacy software. Fewer clicks should be required to perform common actions.
Zoho CRM is well suited for quick lead capturing via SEO, SEM or Social.

Zoho CRM Feature Ratings

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