Zoho CRM - CRM for all industries
February 23, 2022

Zoho CRM - CRM for all industries

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

Software Version

Professional

Overall Satisfaction with Zoho CRM

We had an issue tracking sales leads and pipelines from a sales perspective. as well as creating structured reports. (actionable data)

Pros

  • easy to customize fields
  • build reports
  • create automation

Cons

  • the reports can sometimes be lacking (fields don't show on some of the charts)
  • duplicate fields (the lack of the ability to filter by unique record)
  • sales integration tools (unlike other competition, it seems to be lacking)
  • actionable data has been driven
  • sales team process defined
They are always available 24/7 for surface-level questions only. seems like anytime you have an actual issue it gets outsourced to someone who you cant speak with. and it might take a few days to resolve your issue.

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 navigate and maintain
continuity for adding seats as needed. (contracted price)
Price is a great reason to go with Zoho, plus it can fit with any industry due to its very customizable fields. One of the biggest selling points is that you also can keep this product in house and there is no need to outsource for minor changes, which is a huge plus for anyone who is needing to define processes as well as allows for flexibility

Zoho CRM Feature Ratings

7.6
Customer data management / contact management
8
Workflow management
8
Territory management
8
Opportunity management
6
Integration with email client (e.g., Outlook or Gmail)
8
Contract management
Not Rated
Quote & order management
7
Interaction tracking
8
Channel / partner relationship management
Not Rated
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
6.0
Lead management
6
Email marketing
Not Rated
7.5
Task management
8
Billing and invoicing management
Not Rated
Reporting
7
7.7
Forecasting
8
Pipeline visualization
8
Customizable reports
7
10.0
Custom fields
10
Custom objects
10
Scripting environment
10
API for custom integration
10
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
5.0
Mobile access
5

Comments

More Reviews of Zoho CRM

  1. Home
  2. Customer Relationship Management (CRM) Software
  3. Zoho CRM Reviews
  4. User Review of Zoho CRM