Give Zoho CRM a try, you won't be disappointed!
August 15, 2024

Give Zoho CRM a try, you won't be disappointed!

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Enterprise

Overall Satisfaction with Zoho CRM

We use Zoho CRM to keep current clients up to date and for sales with leads. The system works great for keeping sales and marketing on the same page for existing clients and leads. Zoho CRM allows for team work between our departments and have caused us to work together efficiently.

Pros

  • Zoho CRM helps us to keep our clients in the loop with email communication
  • Zoho CRM helps us to stay on top of client needs
  • Zoho CRM helps up with the sales cycle with our leads

Cons

  • Some of the functionality can be tricky
  • Synching with other apps that aren't from Zoho can be challenging
  • Tech support can be laggy
  • We've had success interacting with leads through Zoho CRM
  • Mass emails are easy when using Zoho CRM with Campaigns
  • Creating email templates in Zoho CRM for the sales team saves us time and money
I love campaigns, very user friendly. Synching with Zoho CRM is easy and it's a nice feature to not have to update 2 programs, when we update a contact record in Zoho CRM, it's nice to know that that contact info is also updated in campaigns. We never have to worry about emails going out to dead contacts.

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

When I run into issues, Zoho Support is always there and always helpful. I always feel confident that any issues I have will be resolved quickly. After getting in touch with support, they always stay on top of the issues, and are very quick to address any outstanding issues.

Zoho CRM Feature Ratings

Workflow management
10
Territory management
10
Opportunity management
10
Contract management
10
Quote & order management
10
Interaction tracking
7
Channel / partner relationship management
9
Case management
10
Call center management
10
Help desk management
10
Lead management
8
Email marketing
8
Task management
10
Billing and invoicing management
10
Reporting
10
Customizable reports
10
Custom fields
9
Custom objects
9
Scripting environment
6
API for custom integration
8
Role-based user permissions
8
Single sign-on capability
9
Marketing automation
8
Compensation management
8
Mobile access
9

Configuring Zoho CRM

No issues with Zoho CRM.

Using Zoho CRM

Some functionality issues, however, Zoho Support is always on point.

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