Highly Recommended!
February 28, 2022

Highly Recommended!

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Enterprise

Overall Satisfaction with Zoho CRM

We use Zoho CRM for our property management and software businesses. For technology - we use it to track the sales cycle from prospect to closed/won as well as billing. For property management - we store records, task management for our property managers and assistants, workflow automation for repetitive tasks as well as reporting.

Pros

  • Customization
  • Customer Support
  • Ease of use

Cons

  • Limitation of # of fields
  • Some workflows don't make sense (Ie tasks are not listed in chronological order on the home page)
  • It's become quite pricey with the addition of more team members. Would like to see it be based on a flat fee rather than by user
Great customer support!

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

Very easy to use
Small to Medium businesses

Zoho CRM Feature Ratings

2.0
Customer data management / contact management
Not Rated
Workflow management
Not Rated
Territory management
2
Opportunity management
Not Rated
Integration with email client (e.g., Outlook or Gmail)
Not Rated
Contract management
Not Rated
Quote & order management
Not Rated
Interaction tracking
Not Rated
Channel / partner relationship management
Not Rated
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
Not Rated
Lead management
Not Rated
Email marketing
Not Rated
8.7
Task management
10
Billing and invoicing management
6
Reporting
10
Not Rated
Forecasting
Not Rated
Pipeline visualization
Not Rated
Customizable reports
Not Rated
6.0
Custom fields
6
Custom objects
Not Rated
Scripting environment
Not Rated
API for custom integration
Not Rated
7.5
Role-based user permissions
8
Single sign-on capability
7
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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