Item: Zoho CRM
Rating: 8
Author: Daniel Solomon

Use Cases and Deployment Scope

Our EHR does not possess the broad administrative power our practice requires to sustain viability and optimal patient-centered care.

Pros and Cons

Zoho Forms Allows for Streamlined Intake Processes
CRM Tasks make focused task management possible
Zoho Connect is a great hub of information for employees
Zoho Book and CRM pop ups prevent error
CRM Module configuration is great for identifying the many populations we work with

CRM needs too many third parties to sent texts, calls, faxes (we want to only use one)
Zoho Forms is way too restrictive by owner
zMail templates are a mess and difficult to configure
Cliq reminders are not user friendly when setting reminders for others

Return on Investment

Reduced Lead Qualification Time
Less tasks fall through the cracks
Better Team Collaboration
Cuts down on unnecessary meetings

Usability

CRM has been excellent except for the sending of calls, SMS texts and Faxes.

Product Configurability

Other than Zoho Forms and zMail Templates configurability has been pretty good.

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?

I wasn't involved with the implementation phase

Would you buy Zoho CRM again?

Yes

Other Software Used

Twilio, Microsoft 365 (formerly Office 365), Practice Fusion

Zoho CRM is excellent for internal task management, organizing clients and vendors, and integrating with other apps like Books and Connect. However, it is not well suited for third-party apps like Twilio, SMS Magic, or Ring Central. We want one app that we can use to send calls, texts, and faxes from the CRM.

Love Zoho but please fix Fax, Call and Text CRM Integrations!

Software Version

Overall Satisfaction with Zoho CRM