Item: Zoho CRM
Rating: 9
Author: Verified User

Use Cases and Deployment Scope

We use Zoho CRM to keep track of clients and prospective clients, log in contact info, meeting notes, and for conducting email campaigns. Also tracked are LinkedIn URLs and addresses and phone numbers. Zoho people frequently contact me asking for meetings but the truth is that we are utilizing the application to the best of our capability.

Pros and Cons

Contact Information
Logging Meeting Notes
Conducting Email Campaigns
Email read status

I noticed that not all readers of Zoho based emails are tracked, why is that?
Zoho CRM can not currently identify a bot-opened email or one read by its intended reader.
There are other fields like Received and Responded in the email analytics which needs to be explained.

Return on Investment

Uncomputable
NA
Can not determine

Support Rating

I don't rely to much on Zoho support as it is time-consuming to get a response from a knowledgeable Zoho associate. I found that YouTube works better.

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?

Yes

Did implementation of Zoho CRM go as expected?

Yes

Would you buy Zoho CRM again?

Yes

Usability

Its fairly easy to use.

Professional Services

As mentioned previously, I would rather look to You Tube for good basic support needs.

Likelihood to Recommend

Zoho CRM is good at identifying readers of an email campaign. I wish that it could provide additional information, such as when it is forwarded. I'd also like to understand what "Received" and "Responded" actually mean within the Email Analytics report. I also found formatting of emails more difficult than it needs to be. How about a "format painter" button like you have in Word to copy and paste formatting.

Zoho CRM Review - Keep on improving!

Software Version

Overall Satisfaction with Zoho CRM