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An effective CRM giving competion to big names
April 13, 2022

An effective CRM giving competion to big names

Anshumali Mishra | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

Enterprise

Overall Satisfaction with Zoho CRM

Zoho CRM is one of the best CRM available in the market and competes with big brands like Salesforce etc. They offer customized CRM according to the needs of the organization. In our organization, it is mainly used for the Sales & Marketing team. The admin dashboard is really amazing and can be customized by the admin itself. The interface is user-friendly.
  • Reporting of team members
  • Follow-up notifications
  • Campaign creation
  • Service & Support
  • Deployment of product
  • Scheduling of campaigns
  • Increase in ROI by 15-20%
  • Reduced time to market
  • Increased Sales & Marketing revenue
The UI of the CRM is amazing and can be customized easily. It also gives timely notifications for follow-up which in turn helps in generating more leads. More leads mean more meetings and closures which helps in increasing the ROI. The best part is for Admin reporting of the team. The reports are accurate and help in managing the team very well.
The product's configurability is just right for this type of product. The product can be configured according to the needs of the organization whether big or small. Support service is needed for any customization which is actually average in speed. They offer both kinds of support free & paid out of which paid one is faster than the other.
We have evaluated other products like Salesforce and oracle but none of them was suited for our needs. They were much pricier than Zoho plus were only customizable to an extent only. Zoho fits our criteria and gave us some extra features at the same cost which really helped in making the decision.

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

We were using an inhouse built CRM before Zoho. The data was located on our central servers and was not easily available to users in other locations. Plus it was a slow process to update the database and the interface was also not good. Reporting of team members was not accurate and it took the effort to customize the reports. All these issues were resolved by Zoho CRM.

Zoho CRM Feature Ratings

9.2
Customer data management / contact management
9
Workflow management
9
Territory management
9
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
8
Contract management
10
Quote & order management
10
Interaction tracking
10
Channel / partner relationship management
9
8.7
Case management
9
Call center management
9
Help desk management
8
9.5
Lead management
10
Email marketing
9
9.7
Task management
10
Billing and invoicing management
9
Reporting
10
9.3
Forecasting
9
Pipeline visualization
9
Customizable reports
10
8.8
Custom fields
9
Custom objects
9
Scripting environment
9
API for custom integration
8
9.5
Role-based user permissions
10
Single sign-on capability
9
9.5
Social data
10
Social engagement
9
10.0
Marketing automation
10
Compensation management
10
8.0
Mobile access
8

Evaluating Zoho CRM and Competitors

  • Price
  • Product Features
  • Product Usability
Features and pricing was the most important part of the whole purchase.
We would not change anything as the system is working fine as of now. I would just like get upgrades on time plus the support should decrease their time to resolve a query.