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Full Functioning Contact Manager - Exceptional value for the cost.
February 24, 2022

Full Functioning Contact Manager - Exceptional value for the cost.

Renee Saifer | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Professional

Overall Satisfaction with Zoho CRM

I manage a database of over 6000 contacts. We track customer product results, schedule follow-ups, make product purchase recommendations, and train distributor members to track groups of specific product users. I find the contact sort and filter features especially helpful.
  • Email tracking
  • Custom field options
  • Scheduling follow up
  • Copy and past from one field to another
  • Search options for de duplication that are more user friendly
  • ZOHO is an affordable program. We don’t track cost benefits. It is insignificant
Support is always accessible and very efficient

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

Easy logical functionality. Great tutorials and easy learning curve
The features work great for us. I’ve no need for enhancements

Zoho CRM Feature Ratings

8.3
Customer data management / contact management
8
Workflow management
8
Territory management
8
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
8
Contract management
10
Quote & order management
Not Rated
Interaction tracking
Not Rated
Channel / partner relationship management
Not Rated
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
8.0
Lead management
Not Rated
Email marketing
8
8.0
Task management
8
Billing and invoicing management
Not Rated
Reporting
Not Rated
CRM Reporting & Analytics ()
Not Rated
10.0
Custom fields
10
Custom objects
Not Rated
Scripting environment
Not Rated
API for custom integration
Not Rated
10.0
Role-based user permissions
10
Single sign-on capability
10
7.0
Social data
7
Social engagement
7
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
10.0
Mobile access
10

Zoho CRM Training

Using Zoho CRM

ProsCons
Like to use
Relatively simple
Easy to use
Technical support not required
Well integrated
Consistent
Quick to learn
Convenient
Feel confident using
Familiar
None
  • Filtering and sorting contacts with abundant options
  • Finding and merging duplicates required to many clicks
Yes - Extremely well