Item: Zoho CRM
Rating: 3
Author: Joshua Carter

Use Cases and Deployment Scope

Our sales team uses it to track customer and organization outreach. We also store contract and cancellation information. We use the reports to see new sales, potentials created, and cancellations.

Pros and Cons

Very customizable
Organize your customers
Run detailed reports

Needs to support more integrations without developer support
Ability to schedule data exports to a data warehouse

Support Rating

The few times I've needed support, it wasn't very helpful or friendly.

Key Insights

Do you think Zoho CRM delivers good value for the price?

Yes

Are you happy with Zoho CRM's feature set?

Did Zoho CRM live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Zoho CRM go as expected?

I wasn't involved with the implementation phase

Would you buy Zoho CRM again?

I can't find anything in there. I have no idea what the different icons mean or the different products. There isn't a way (that I've seen) to organize custom fields. The report builder isn't user-friendly in my opinion.

Likelihood to Recommend

If you're a small team and don't need a robust CRM with lots of flexibility and integrations, Zoho will do the trick. But once you're trying to integrate accounting software, helpdesk ticketing systems, BI tools, etc. with more than 30 users while keeping the data clean and organized, then Zoho becomes unruly in my experience.

Zoho Is Great for Small Teams, but Doesn’t Scale As You Grow

Software Version

Overall Satisfaction with Zoho CRM