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Great CRM for SMB Companies
April 19, 2022

Great CRM for SMB Companies

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

Software Version

Enterprise

Overall Satisfaction with Zoho CRM

Zoho CRM enables us to create account records for our prospects and customers.
  • Manage contacts.
  • Managing deals.
  • Workflow automation.
  • Integrations with widely used sales applications.
  • Enables our organization to thoroughly track new leads and make sure no prospects fall through the cracks.
The UI is very straightforward and easy to use.
We've been able to configure and customize Zoho CRM to meet our needs.

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

Outreach
Zoho CRM does everything we need it to do. The only area it is lacking is support for off-the-shelf integrations with common sales tools like Outreach, Gong, Zoominfo, etc. Zoho CRM will work well for most small to medium size businesses but the lack of integration support will limit larger organizations.

Zoho CRM Feature Ratings

8.1
Customer data management / contact management
10
Workflow management
10
Territory management
9
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
7
Contract management
7
Quote & order management
7
Interaction tracking
5
Channel / partner relationship management
8
8.0
Case management
8
Call center management
8
Help desk management
8
Not Rated
Lead management
Not Rated
Email marketing
Not Rated
8.7
Task management
9
Billing and invoicing management
9
Reporting
8
8.3
Forecasting
8
Pipeline visualization
8
Customizable reports
9
9.3
Custom fields
10
Custom objects
10
Scripting environment
Not Rated
API for custom integration
8
9.0
Role-based user permissions
8
Single sign-on capability
10
Not Rated
Social data
Not Rated
Social engagement
Not Rated
7.0
Marketing automation
7
Compensation management
Not Rated
8.0
Mobile access
8