Great for distributors and simple products, not so great for large scale CUSTOM manufacturing
April 20, 2022
Great for distributors and simple products, not so great for large scale CUSTOM manufacturing

Score 6 out of 10
Vetted Review
Verified User
Software Version
Enterprise
Overall Satisfaction with Zoho CRM
We use Zoho CRM in combination with the rest of the Zoho suite to meet our ERP and CRM needs. We use the books, inventory, projects, and CRM needs to interface between departments and with customers. We also use it for all of our accounting needs except payroll, and we use it to track and purchase inventory.
Pros
- Easy Setup
- Good single front-end integration. service, sales, and engineering all prefer to operate through CRM applications.
- User friendly
Cons
- Ability to link product prices to website.
- Inventory management needs help. Can't allocate inventory until all of it is ready to ship. So if a part is on backorder in a composite item, you have to manually remember the remaining items that make up composite items are allocated.
- A lot of the permissions are rolled together that shouldn't be (ex. viewing archived projects and deleting projects are one permission).
- Syncing had issues and resulted in duplicate accounts that we will have to manually merge.
- Cost effective
Zoho CRM is much simpler to use than Oracle and is a much more "out of the box" product. There is much more training documentation widely available so it is easier for companies that may not have a dedicated IT administrator. On the other hand, it will limit larger companies as it doesn't have nearly as much customizability as Oracle and Siemens, and it has its own software language if you want to code any extensions or APIs called Deluge.
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?
I wasn't involved with the implementation phase
Would you buy Zoho CRM again?
No
Comments
Please log in to join the conversation