Keeping referrals top of mind!
April 19, 2022
Keeping referrals top of mind!
Score 9 out of 10
Vetted Review
Verified User
Software Version
Enterprise
Overall Satisfaction with Zoho CRM
We use Zoho CRM for sales. We are a financial advisory firm that works with small, distressed companies. We receive most of our business from Referral Sources. We track them in Zoho CRM. We also use it for our deal pipeline process. We have blueprints and workflows that help us make the most of the CRM.
- Reporting
- Custom Modules
- Integration
- Workflows
- I think it's robust the way it is.
- We have shortened key strokes for end users using automation
- Simplifies the client account/deal/project experience
- Allows for easy email management for multiple contacts
They are similar. However, Salesforce is far too expensive for smaller companies to use. Zoho CRM is priced so that all companies can use the system.
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
Using Zoho CRM
30 - Financial Analyst
Financial Associates
Accountants
Trustees
Financial Associates
Accountants
Trustees
1 - I am the support. I have a Master's in Education. I happen to love systems and do this because of that.
- Referral Source Contact and Account Organization
- Activity tracking for the Referral Sources
- Client creation from deal to project
- Keeping track of case studies
- For campaigns
- Sales automation