Item: Zoho CRM
Rating: 8
Author: Orin Mamun

Use Cases and Deployment Scope

I think Zoho CRM has been a robust CRM in the technology arena for a long time! Throughout our organization, we use it for lead follow-up and advertising campaigns. It helps us determine the nature and priority of leads captured through the tool. It provides real-time data that can be analyzed and used to determine which leads are the most important to pursue. It's easy to use; also, both the user interface and the visualization are top-notch. Zoho CRM is easy to customize and does not necessarily require any programming or development experience. Another advantage is that it integrates with other tools used for sales and marketing. I like the ability to complete tasks, create checklists and send automated emails. So it's a one-stop-shop for us.

Pros and Cons

It has the ability to keep track of records, invoices, and credentials for the website.
Excellent dashboards that are simple to use and customize.
It has an easy-to-understand interface and clear reporting capabilities.

Customization options were limited in some ways.
There was a learning curve in the beginning, but we got it.
Upgrades to the tools are not performed regularly.

Return on Investment

It's simple to use, and the graphics are top-notch.
It imports a large number of leads simultaneously and transmits them all simultaneously.
Sales and marketing revenues have risen, as has our return on investment (ROI).

Usability

Definitely the best CRM application out there. Analytics-driven software that does all the work for you in one place. On the other hand, the configuration can be time-consuming and a mess. Option overload makes it difficult to handle exactly what we require. Zoho CRM isn't the champion on the market, but it's more than adequate for small and medium-sized businesses because of its price and features.

Product Configurability

To put it simply, Zoho CRM is good software for us, but I was slightly confused at first. While the basic functionality is easily customizable, there is little information about how customizations can impact other modules. The routine of creating custom fields and mapping them from one module to the next is tedious and time-consuming. For customizations that are slow, support service is required. Both paid and free support is available. However, the paid service is more efficient.

Alternatives Considered

Salesforce.com and HubSpot CRM

Using Zoho CRM has been a great experience because of its scalability and ease of use. As a robust design, the solution is easy to set up and comes in an out-of-the-box. This platform is ideal for small-to-medium-sized businesses looking for easy and quick growth. It is the most economical platform for CRM, and when compared to its competitors, it is a better option.

Key Insights

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

Other Software Used

Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM), Insightly, HubSpot Marketing Hub

Likelihood to Recommend

Zoho CRM can be a game-changing addition to any company's technology stack. Its features make it a workflow tool for our business strategy. Everything related to your business will be possible to do with it. It gives companies the freedom to create their own standard marketing strategies. Product upgrades and additional features keep it ahead of the competition. If artificial intelligence capability is that strong, it would be ideal; however, more powerful features are required.

"Zoho CRM is the best customizable and analytics-driven software."

Software Version

Overall Satisfaction with Zoho CRM