Zoho is Great for Small to very small Mid size businesses
February 23, 2022

Zoho is Great for Small to very small Mid size businesses

Jason Gherardini | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Software Version

Professional

Overall Satisfaction with Zoho CRM

We used Zoho CRM to track new business opportunities for multi-family third-party management. we synched data between cloud ERP and Zoho.
  • Ease of navigation
  • Ease of basic customization
  • add hoc basic reports
  • advanced customization
  • integration with third party data sources
  • advance reporting and analytics
  • We were able to create pipeline reporting
  • Costs were reasonable
  • Gave management a view into sales cycle
Product was very easy to use.

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

Zoho is well suited for a basic CRM for a small SMB, but if more advanced reporting and integration are needed it may be a tuff sell.

Zoho CRM Feature Ratings

Customer data management / contact management
6
Workflow management
5
Territory management
4
Opportunity management
6
Integration with email client (e.g., Outlook or Gmail)
6
Contract management
6
Quote & order management
5
Interaction tracking
7
Channel / partner relationship management
7
Case management
7
Call center management
7
Help desk management
7
Lead management
6
Email marketing
6
Task management
7
Billing and invoicing management
Not Rated
Reporting
6
Forecasting
6
Pipeline visualization
7
Customizable reports
6
Custom fields
7
Custom objects
5
Scripting environment
5
API for custom integration
5
Role-based user permissions
7
Single sign-on capability
7
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Marketing automation
4
Compensation management
Not Rated
Mobile access
7

Zoho CRM Support

Support was fast and customer service was good, but when it came to advanced tasks there was a lack of knowledge.