Item: Zoho CRM
Rating: 10
Author: Michelle Murray

Use Cases and Deployment Scope

We use it for house our leads, also qualify and close them til we get to a closing

Pros and Cons

Helps us with security with users where we can have different role who have access to diff modules
Helps us keep track of leads
Helps us keep the activities with our users
Help us with automation in our processes

I think the phone intergrations are clunky
I think if we can build in sms to the software without a integration would be nice

Return on Investment

Increased sales due to clearer pipeling visibility
Increased sales due to role customatizations with dashboards for specfic roles

Usability

its very user friendly even when you are low tech like we are - new users can ramp up to it quickly without fiction

Product Configurability

very easy with lots of documentation and video tutorials

Alternatives Considered

Basecamp

Def more sales rich and features that are process driven and user friendly than Basecamp.

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?

Yes

Would you buy Zoho CRM again?

Yes

Other Software Used

Google Drive, Zapier

Likelihood to Recommend

Zoho has a full suite of solutions for many of the business functions that we use and keeps us grounded and all of our users connected and on the same page. we love zoho

Great Suite of Operational Software under the same roof

Software Version

Overall Satisfaction with Zoho CRM