Zoho CRM - User Perspective
April 19, 2022

Zoho CRM - User Perspective

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Enterprise

Overall Satisfaction with Zoho CRM

We use Zoho CRM as a general Customer Service tool to manage leads, contacts, and custom business processes.

Pros

  • Generating Leads
  • Customer Retention
  • Reporting

Cons

  • Occasional system outages
  • Integration with other systems
  • Pricing
  • Substantial cost savings over Salesforce
  • Increased Sales and Retention
  • Increased Customer Service
The system is very user-friendly and the GUI is customizable. The granular permissions make setting up different groups of users quick and easy.
Zoho CRM is configurable but not as complex or as complicated as some of the other CRM systems, specifically Salesforce. The settings are logically organized and the help documentation is complete
Zoho CRM includes the majority of Salesforce functionality at a fraction of the cost.

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

Zoho CRM is a great all-around CRM system and a great alternative to more expensive solutions like Salesforce. If you do not need the specific functionalities that Salesforce provides or the Force.com platform, Zoho CRM is a great choice.

Zoho CRM Feature Ratings

8.9
Customer data management / contact management
9
Workflow management
9
Territory management
10
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
9
Contract management
9
Quote & order management
8
Interaction tracking
9
Channel / partner relationship management
9
10.0
Case management
10
Call center management
Not Rated
Help desk management
Not Rated
9.0
Lead management
10
Email marketing
8
9.0
Task management
8
Billing and invoicing management
Not Rated
Reporting
10
9.7
Forecasting
10
Pipeline visualization
9
Customizable reports
10
9.3
Custom fields
10
Custom objects
10
Scripting environment
9
API for custom integration
8
10.0
Role-based user permissions
10
Single sign-on capability
Not Rated
Not Rated
Social data
Not Rated
Social engagement
Not Rated
10.0
Marketing automation
10
Compensation management
Not Rated
10.0
Mobile access
10

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