Zoho CRM - A well thought out and simple CRM for small business.
February 04, 2022

Zoho CRM - A well thought out and simple CRM for small business.

Anonymous | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User

Software Version

Other

Overall Satisfaction with Zoho CRM

We used Zoho CRM to manage some of our corporate deals. Zoho CRM facilitated the first serious push into a purpose-built CRM for our company and it did the job very well.

Pros

  • Easy to setup and use
  • Automation, we were able to really streamline the data entry process and eliminate the chance of mistakes.
  • Reports, their canned reports made it very easy for management to get a picture of where we were at life.

Cons

  • Zoho CRM really wants you to exist wholly inside their ecosystem. The integrations with their other apps are great if you are planning on using them, however, external connectors are a problem.
  • The breakdown of features between the tiers is frustrating. We needed a single feature from a higher tier and it increased our price by a significant margin across our whole company.
  • We saw an immediate decrease in confusion throughout our sales team with the addition of a CRM
  • Zoho CRM was simple enough that the sales team was able to self-manage a good deal of the system.
  • Low barrier of entry allowed for us to make the move into a proper CRM
We actually never had to use Zoho support for the CRM, at least to my knowledge. Their support team for other applications has always been helpful though.

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

Besides some weird breakdowns on the feature set side between the packages, I'd say this is as usable a CRM as I've ever seen. It's powerful, while still being simple enough for "Computer Challenged" users to work through. The live reporting features were well thought out and allowed our management staff to get an understanding of where we were at any given time, without having to rely on an outside group to author reports.
This is not a replacement for Salesforce or the like, but it is a great step up from an excel sheet or homegrown database. It is a proper CRM for a very palatable price, and it needs little config and tweaking to get up and running. It was easy to train on, and people with existing CRM knowledge were able to pick it up intuitively.

Zoho CRM Feature Ratings

6.9
Customer data management / contact management
7
Workflow management
5
Territory management
6
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
5
Contract management
7
Quote & order management
8
Interaction tracking
8
Channel / partner relationship management
Not Rated
6.0
Case management
6
Call center management
Not Rated
Help desk management
Not Rated
7.0
Lead management
7
Email marketing
Not Rated
8.7
Task management
7
Billing and invoicing management
9
Reporting
10
7.3
Forecasting
6
Pipeline visualization
8
Customizable reports
8
Not Rated
Custom fields
Not Rated
Custom objects
Not Rated
Scripting environment
Not Rated
API for custom integration
Not Rated
8.0
Role-based user permissions
8
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
9.0
Mobile access
9

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