Zoho (Close to being Great)
April 19, 2022

Zoho (Close to being Great)

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

Software Version

Enterprise

Overall Satisfaction with Zoho CRM

We use Zoho CRM to manage the full sales and support process. From live chat to support tickets, to online meetings and lead forms, Zoho CRM does it all for us. We like it because each feature integrates with one another instead of us having to find different software for each function.
  • Online Meetings
  • Support Tickets
  • Live Chat
  • Task Management
  • Online Meetings (Need to be able to pause)
  • Online meetings (Need to be able to store the meeting duration)
  • Easier task management
  • Seamless workflow
  • Ease of use
The UI is easy to understand. The settings on the backend are very complicated and it's not possible to search for a particular setting (that you know exists, but you do not know where it is located). They allow you to change the view and layout in great detail so that you can really make it yours. It would be better if the pages loaded faster since right now it takes a while.
You can configure most settings (almost to a fault) but it allows for true customization.

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 very affordable tool for those on a budget. For those who need to make use of many features to serve a fast growing company, it may not be the best choice. It works well for us but we have challenges that I do not think we would have with other CRM's. We could switch, but that's a very daunting process that I do not want to take on right now. The biggest problem is that most of their support have never used another CRM so they do not understand what is normal and all they know is Zoho CRM. You could tell them that the sky is red, and if that is what their team leader told them, then that is what it is.

Zoho CRM Feature Ratings

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