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Great All in One CRM Suite for Small and Mid Size Businesses
September 08, 2023

Great All in One CRM Suite for Small and Mid Size Businesses

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

Software Version

Enterprise

Overall Satisfaction with Zoho CRM

Primary tool for Sales Org for tracking and managing the opp and sales . Pretty good one for small to mid size companies
  • Contact management
  • Plugin
  • API
  • CPQ
  • Better integration with other Zoho tools
  • Zoho Sign
  • TCO has been overall reduced
  • Single System with multiple apps and use cases
  • Mobile Apps
Flexible and easy to use CRM application and companion apps have been great for the whole sales team.
Doesn't require a steep learning curve for the teams
Customization and flexibility of the CRM is great
Easy to collect the data from customers during the sales process. Better insights into pipeline and stages
All in one stack with Zoho One has helped us to make the decision to choose CRM

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 Feature Ratings

6.4
Customer data management / contact management
8
Workflow management
7
Territory management
7
Opportunity management
7
Integration with email client (e.g., Outlook or Gmail)
8
Contract management
8
Quote & order management
2
Interaction tracking
4
Channel / partner relationship management
7
7.7
Case management
7
Call center management
8
Help desk management
8
8.0
Lead management
8
Email marketing
8
7.3
Task management
8
Billing and invoicing management
6
Reporting
8
8.3
Forecasting
8
Pipeline visualization
8
Customizable reports
9
9.0
Custom fields
9
Custom objects
9
Scripting environment
9
API for custom integration
9
8.0
Role-based user permissions
8
Single sign-on capability
8
6.5
Social data
7
Social engagement
6
7.0
Marketing automation
7
8.0
Mobile access
8

Using Zoho CRM

20 - Sales, Support, Marketing
  • Sales Pipeline
  • Customer 360
  • Lead Management
  • Custom Integration to apps and products

Using Zoho CRM

ProsCons
Like to use
Easy to use
Well integrated
Quick to learn
Feel confident using
Cumbersome
Lots to learn
  • Setup
  • Usage of Leads and Contact
  • Roles
  • Email Automation
  • 3rd party Integrations
  • CLM and CPQ
Yes