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Zoho CRM - Don't delay, start sooner than later. If you are searching for CRM options, Zoho can get you up and running with excellent support.
Updated November 08, 2022

Zoho CRM - Don't delay, start sooner than later. If you are searching for CRM options, Zoho can get you up and running with excellent support.

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

Software Version

Other

Overall Satisfaction with Zoho CRM

We use Zoho CRM to gather and manage all prospects, including communications, campaigns, and tasks. We also have built web forms to collect customer information when interested parties want more info, want to enter a contest, or join a mailing list. The Zoho web forms are easy and intuitive. They also send an Auto response to confirm that a visitor's info has been received and being processed.
  • flexible formats and fields
  • mass email analytics
  • support new users with quick answers to questions
  • custom number of page count on leads tab / not limit to 100
  • create filtered list in leads from mass email report
  • create spreadsheet/tables in note section in account note fields
  • allow more than 4 web forms
  • allow two emails per user
  • 10x faster input and tracking compared to previous nin-couoled methods
It has done all that I've asked of it and more. I've not needed to go outside of the software for additional functionality. Planning to launch some new projects with different parameters and metrics and at initial glance Zoho will still give me all the tools I need to succeed.
Zoho lets me automate some customer responses as well as schedule next steps in my customer engagement flow. Outstanding assigned tasks are tracked and highlighted by color so I can review at a glance. I can quickly understand and assess the situation without having to drill down into the notes of each section.
  • more consistent contact with prospects
  • less time managing and scheduling prospect tasks
I have never had to build/implement a CRM system and it was easier and more intuitive that I was expecting. It became an asset much quicker than anticipated. After watching a few tutorials I found everything to be easy, unlike some other popular and more expensive solutions. After trying no less than 3 other CRMs I found this one to be the most simple to use.
I found Zoho to be better than the other CRMs I tried in several different categories. Free level - gave me more options, features and power. I was actually able to setup a functional system. Never felt like I was using a free service. Entry level pricing - very reasonable and easy to transition.

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

I am a fairly new user/administrator for CRM and by far the most impressive and valuable benefit of using Zoho is their customer service. I have never had any customer service more friendly, effective and efficient. When I have used their chat feature, it has always been a live knowledgable person who has helped or fixed my problems. Then immediately they email a summary of the chat with links to relevant resources to our discussion. Zoho has been very good for my growing business.

Zoho CRM Feature Ratings

9.5
Customer data management / contact management
10
Workflow management
Not Rated
Territory management
9
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
8
Contract management
Not Rated
Quote & order management
Not Rated
Interaction tracking
10
Channel / partner relationship management
10
10.0
Case management
10
Call center management
Not Rated
Help desk management
10
10.0
Lead management
10
Email marketing
10
10.0
Task management
10
Billing and invoicing management
Not Rated
Reporting
10
10.0
Forecasting
Not Rated
Pipeline visualization
10
Customizable reports
10
9.3
Custom fields
9
Custom objects
9
Scripting environment
9
API for custom integration
10
10.0
Role-based user permissions
10
Single sign-on capability
Not Rated
Not Rated
Social data
Not Rated
Social engagement
Not Rated
9.0
Marketing automation
9
Compensation management
Not Rated
9.0
Mobile access
9

Zoho CRM Support

Everytime I use their chat service I am talking to a real person. They have been knowledgeable, polite and seemed to interested in solving my issues. Then follow-up with summary email and helpful links.