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A truly customizable CRM
April 19, 2022

A truly customizable CRM

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

Software Version

Enterprise

Overall Satisfaction with Zoho CRM

Zoho CRM has allowed us to implement many business processes outside of our regular use as a CRM. We have developed many apps within the universe that are used daily. Outside of the CRM and other adjacent customer service modules, we have used Sign and Projects to streamline our business operations.
  • Client Engagement (touchpoints).
  • Automation
  • Contact Management.
  • Connectivity between apps (some connectivity is seamless where others are difficult).
  • Machine Learning Tools.
  • Webform Improvement.
  • Increased automation of repetitive tasks.
  • Multiple channel management.
  • In-house app development.
Would have given it a 10, but it is very difficult to organize data useful to sales reps within deal/contact management. While we appreciate the diversity of information available, not every piece of information is useful when analyzing a contact. reps would like to customize their client snapshot to include small portions of information from all data sources.
The best part about Zoho CRM is how customized it is to your needs. You can make the integrations work for you and create a difficult environment to implement, or you can keep it bare bones. The out-of-the-box configuration is ready to work on day one. Additionally, the Sandbox feature allows you to experiment with new configurations without committing to full implementation.
Zoho CRM has a superior UI to both Deltek Vantagepoint and Cosential. In addition, there are many options for self implementation (unlike the competitors).

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

Small to Medium sized businesses that don't require on-time integration with accounting systems will find this product to be of great use. Firms looking to improve client engagement and contact management will find the many additional apps of great use to their sales and marketing staff. Large manufacturing businesses might find this difficult to implement without its ability to readily connect to existing accounting systems.

Zoho CRM Feature Ratings

7.7
Customer data management / contact management
10
Workflow management
6
Territory management
5
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
6
Contract management
6
Quote & order management
6
Interaction tracking
10
Channel / partner relationship management
10
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
8.5
Lead management
9
Email marketing
8
9.0
Task management
8
Billing and invoicing management
Not Rated
Reporting
10
10.0
Forecasting
10
Pipeline visualization
10
Customizable reports
10
10.0
Custom fields
10
Custom objects
10
Scripting environment
10
API for custom integration
10
6.0
Role-based user permissions
6
Single sign-on capability
6
9.0
Social data
8
Social engagement
10
3.0
Marketing automation
5
Compensation management
1
6.0
Mobile access
6