Item: Zoho CRM
Rating: 6
Author: Verified User

Use Cases and Deployment Scope

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 and Cons

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.

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.

Return on Investment

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

Support Rating

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.

Key Insights

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.

Likelihood to Recommend

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

Software Version

Overall Satisfaction with Zoho CRM