Always Room for Improvement | TrustRadius

Use Cases and Deployment Scope

We use it to manage a database of over 90,000 prospects and connections. 90,000 records is a lot to manage and Zoho helps us keep all of the important details in one place. We have a sales team calling to generate business and use the CRM to monitor activity and manage performance.

Pros and Cons

Collects a LOT of data
Easy Navigation
Simple User Management

Checking for Duplicate Records
Reporting Templates
Email Campaign Management
Integrate with Google Calendar

Return on Investment

increased automation of repetitive tasks

Usability

7

Very easy to find the simple stuff, but if you're looking for increased customization of workflow rules you have to dig a little more.

Product Configurability

7

It's good - but it would be nice if analytics was all in one system. The reports tab through the CRM is a bit weak. We like graphs.

Alternatives Considered

HubSpot CRM

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

Zoho Analytics (formerly Zoho Reports), Zoho Campaigns, Zoho Forms

Likelihood to Recommend

Ease of use collects a lot of data points customizable