Item: Zoho CRM
Rating: 7
Author: Verified User

Use Cases and Deployment Scope

We transitioned from Salesforce to Zoho CRM within our Zoho One purchase. We use it for prospect management & general sales management.

Pros and Cons

Link within the Zoho One environment.
Flexibility for modifying modules.
Analytics and funnel management.

Can be clunky maneuvering between modules.
Email linking with Outlook isn't as obvious as other CRMs.
Still has room to improve in localizing to US market.

Return on Investment

We are still too early in our integration to compare impact on business goals.

Usability

The UI is easily modifiable to match other CRMs. While there is a learning curve when making these modifications, once complete it was intuitive for our end users to use.

Product Configurability

Very configurable. The support team is pretty poor at responding though & there is a learning curve for doing more advanced configs.

Zoho CRM worked much better when integrating with the rest of our Zoho One modules. The ability for us to scale our employees within Zoho CRM was easier than buying more expensive licenses with other CRMs.

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?

Yes

Did implementation of Zoho CRM go as expected?

Would you buy Zoho CRM again?

Yes

Other Software Used

Zoho Books, Zoho Analytics (formerly Zoho Reports), Microsoft Teams, Microsoft Power BI

Likelihood to Recommend

For small business applications ( <2,500 end customers) Zoho CRM was well situated for our CRM needs. We found it to be a better option when integrated with the overall Zoho ERP when compared to using outside software solutions.

Successful Zoho CRM Transition from Salesforce

Software Version

Overall Satisfaction with Zoho CRM