Great CRM
April 20, 2022

Great CRM

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

Software Version

Professional

Overall Satisfaction with Zoho CRM

We use Zoho CRM for lead management, and pipeline tracking, all the way through to client success. We have integrated many departments throughout the organization into Zoho CRM to house all of our information and to keep everything in one place. They have really come a long way in 4 years and have added a ton of functionality and automation!
  • Automation
  • Reporting
  • App Integrations
  • Automation
  • Customization
  • tracking
  • forecasting
It is pretty user friendly even as an admin and they are always adding new features
it is just right. It has enough customizations, but it is still user friendly

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

For a small team, Zoho CRM is great. I could see there being issues with a large organization trying to use this

Zoho CRM Feature Ratings

Customer data management / contact management
9
Workflow management
9
Territory management
3
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
8
Contract management
4
Quote & order management
4
Interaction tracking
3
Channel / partner relationship management
3
Case management
5
Call center management
2
Help desk management
2
Lead management
7
Email marketing
7
Task management
5
Billing and invoicing management
5
Reporting
8
Forecasting
4
Pipeline visualization
9
Customizable reports
9
Custom fields
10
Custom objects
9
Scripting environment
7
API for custom integration
7
Role-based user permissions
10
Single sign-on capability
10
Social data
10
Social engagement
10
Marketing automation
8
Compensation management
3
Mobile access
9