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Truly manage your sales pipeline and the relationship with your leads and contacts!
March 03, 2022

Truly manage your sales pipeline and the relationship with your leads and contacts!

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

Software Version

Other

Overall Satisfaction with Zoho CRM

I couldn't have automated my entire sales and marketing processes (including contacts and communication with my customers) without a CRM, and among all the options I chose Zoho as it proved to be easy to adopt, feature-rich and priced conveniently. Although I've implemented CRMs before, I found this one very intuitive and easy to grow with.
  • Feature-rich at all price-tiers options
  • Easy to start working since day1
  • Modules are broken into what's relevant for the business (at the appropriate stage)
  • Increase the number of allowed workflows in low-tier plans
  • Integrate with bulk mailing delivery apps
  • Easier to customize fields
  • Total management of your sales pipeline, with full visibility at all levels
  • Minimization of "sales teams paperwork processing"!! quotes, contracts and service updates can be automated with workflows
  • Include and manage backoffice areas into the processes automated via CRM
Customer support is offline completely and would need some option for live chat or even, to schedule a virtual session with an expert. Documentation is extensive, so I assume that Zoho enforces customers to self-service as much as possible (?). Regarless, I would like to have a live chat option as minimum.

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

Everything goes as they say it should, the modules are well structured and the fields are intuitive.
Pricing is within the ranges, if not just a notch lower than, other options out there. There's a free plan that will help small companies to step into the CRM arena with no commitments.
Sales pipeline management with full visibility and automation of sales
stages, including the ability to interact with the potential customers,
via automated emails and notifications. Integration of CRM with an
emailing platform to run upselling campaigns or simply newsletters. The
ability to manage the relationship with the customer is critical and
this CRM allows it.

Zoho CRM Feature Ratings

10.0
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)
Not Rated
Contract management
Not Rated
Quote & order management
10
Interaction tracking
Not Rated
Channel / partner relationship management
10
6.0
Case management
6
Call center management
6
Help desk management
6
10.0
Lead management
10
Email marketing
10
9.0
Task management
10
Billing and invoicing management
10
Reporting
7
7.0
Forecasting
7
Pipeline visualization
7
Customizable reports
7
6.5
Custom fields
8
Custom objects
6
Scripting environment
6
API for custom integration
6
9.0
Role-based user permissions
9
Single sign-on capability
9
8.0
Social data
8
Social engagement
8
9.0
Marketing automation
10
Compensation management
8
8.0
Mobile access
8