Item: Zoho CRM
Rating: 8
Author: Verified User

Use Cases and Deployment Scope

Innovative & well-rounded CRM for all of our internal uses. This CRM allows us to keep track of everything we need for our operations and functions as a full-fledge internal resource at our company. We would not be able to keep track of our internal processes and clientele without it.

Pros and Cons

Organisation
Clarity
Innovation

Time between improvements.
Clarity of change-log.

Return on Investment

ROI increase

Usability

The Zoho CRM is very easy to use. This is an intuitive tool that is clear and precise in what each sentence does. For the reporting, we had to contact their team to be able to use it properly as this point was less clear, however, they were always available and willing to help with custom reporting.

Product Configurability

The Zoho CRM is configurable to our needs, however, previously it was not. We had to contact their dev team to make changes and configure the system to completely provide for our needs. It is not a well-rounded tool for our company and we have no further complaints about its usability.

Alternatives Considered

Zoho Expense and Zoho Books

Zoho CRM doesn't serve our needs as well as Books or Expense does, however, that is because Books & Expense have been tailored to our needs in the past, and the CRM is a new purchase for us. I am sure in the future this system will be able to provide us with the service we need.

Key Insights

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?

I wasn't involved with the selection/purchase process

Did implementation of Zoho CRM go as expected?

Yes

Would you buy Zoho CRM again?

Yes

Other Software Used

Zoho Books, Zoho Expense, Notion

Likelihood to Recommend

The Zoho CRM is less well appropriate to use in places where you need to store sensitive information. It is well-rounded when it comes to keeping general information and important points all in one place, for many people to access at once. Advanced version of a manual database with multiple collaborators.

Good for basic CRM needs

Software Version

Overall Satisfaction with Zoho CRM