Zoho is a great CRM!
February 03, 2022

Zoho is a great CRM!

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

Software Version

Enterprise

Overall Satisfaction with Zoho CRM

Our business uses Zoho CRM to manage our leads and contacts for our business. We tag contacts in order to filter and apply to mailing lists, set follow-up tasks with leads, and track our business pipeline in deals. Multiple users collaborate within our Zoho CRM accounts for ease of use.

Pros

  • Manages leads and contacts
  • Allows easy tracking of lead/contact follow up tasks
  • Allows custom tagging and sourcing to filter by segments of the database

Cons

  • Some of the detail fields don't interact well from module to module.
  • I'd like to be able to automate more follow up.
  • CRM doesn't integrate as well with some of the other Zoho products as I'd like.
  • Zoho has saved us thousands of dollars with not missing follow up on contacts
I have not used Zoho support personally.

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?

I wasn't involved with the implementation phase

Would you buy Zoho CRM again?

Yes

Zoho is very user friendly if you're not looking to customize much. Customization can be much more cumbersome.
Zoho CRM is great for managing a database and keeping track of leads in segments. I would not recommend Zoho CRM for someone who wants to highly automate their lead management.

Zoho CRM Feature Ratings

6.0
Customer data management / contact management
7
Workflow management
4
Territory management
Not Rated
Opportunity management
7
Integration with email client (e.g., Outlook or Gmail)
Not Rated
Quote & order management
Not Rated
Interaction tracking
6
Channel / partner relationship management
Not Rated
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
4.0
Lead management
4
Email marketing
Not Rated
Not Rated
Task management
Not Rated
Billing and invoicing management
Not Rated
Reporting
Not Rated
7.0
Forecasting
7
Pipeline visualization
7
Customizable reports
7
7.0
Custom fields
7
Custom objects
Not Rated
Scripting environment
Not Rated
API for custom integration
Not Rated
9.0
Role-based user permissions
9
Single sign-on capability
Not Rated
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
Not Rated
Mobile access
Not Rated

Using Zoho CRM

ProsCons
Like to use
Technical support not required
Quick to learn
Not well integrated
Inconsistent
  • Contact Creation
  • Contact Editing
  • Setting Follow Up Tasks on Contacts
  • Integrations within different CRM modules

Comments

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