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Zoho CRM tools
April 19, 2022

Zoho CRM tools

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

Software Version

Enterprise

Overall Satisfaction with Zoho CRM

We use CRM Plus for access to CRM, Campaign, Analytics, Desk, Social, and SalesIQ. Additionally, we use Zoho Bookings, Cliq, Flow, and Forms.
  • Connectivity between systems
  • Great UI
  • Ease of searching
  • Flexibility for customization
  • on demand support
  • improved marketing attribution
  • flexibility for editing report modules for existing reports.
  • It has helped us connect several sales teams to better understand our overall pipeline
The UI is easy to navigate. People that have come from Salesforce tend to like it. I have to dock them a point for being a bit overwhelming for some users because of the number of options
Very extensive configurability that's not too complex.

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's CRM and overall ecosystem are perfect for SMBs looking for a safe (SOC 2 Type II audited), effective platform for managing sales and marketing activities. Beyond just a great CRM, Zoho is very easy to integrate with other Zoho apps, allowing for robust functionality.

Zoho CRM Feature Ratings

7.8
Customer data management / contact management
9
Workflow management
9
Territory management
8
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
9
Contract management
5
Quote & order management
8
Interaction tracking
5
Channel / partner relationship management
Not Rated
7.0
Case management
7
Call center management
7
Help desk management
7
9.0
Lead management
9
Email marketing
9
6.0
Task management
5
Billing and invoicing management
5
Reporting
8
6.7
Forecasting
5
Pipeline visualization
7
Customizable reports
8
10.0
Custom fields
10
Custom objects
10
Scripting environment
10
API for custom integration
10
9.5
Role-based user permissions
10
Single sign-on capability
9
6.5
Social data
8
Social engagement
5
10.0
Marketing automation
10
Compensation management
Not Rated
9.0
Mobile access
9

Zoho CRM Support

They are available 24/7, but support can be a bit slow.