Non nonsense review of Zoho CRM
April 20, 2022

Non nonsense review of Zoho CRM

Sean Rivers | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Enterprise

Overall Satisfaction with Zoho CRM

We use Zoho CRM to manage our inbound and outbound lead flow from acquisition through conversion into the sales deal funnel. We also use it to manage the sales process through to singing sales orders as well as onboarding, and managing customers. It allows us to see all aspects of our experience from the soup to nuts. Most of our problems are as a start-up with a lot of start-up learning to do so the biggest requirements were simplicity and flexibility. Basically, we needed to be able to continuously improve our processes as we learned and expanded without overthinking systems.
  • Manage Leads
  • Reporting
  • Easy integration with other Zoho tools
  • Workflows
  • Blueprints & Command Center
  • Support
  • Calendar Scheduling
  • Sales Automation
  • Integration with Major 3rd Party Apps
  • We have grown 2000% since we started using Zoho 10 users to 110 in 3 years
  • Improved payment timelines by 30 days
  • Fine tuned our sales process so sales could handle higher quotas. We doubled quota.
They are not the prettiest platform or the most unique UX. If you can navigate Salesforce you can navigate Zoho.
It is easy to configure and you can get very creative. Their the best feature by far.
It had much more scalability and flexibility than all but SFDC but it was a quarter the price.

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

Building orders with workflows that span departments so you do not miss or fail to process an order. Also using it to manage inbound leads that come in from multiple sources (Web, Chat, Email, Social, Resellers, etc)

Zoho CRM Feature Ratings

Customer data management / contact management
8
Workflow management
10
Territory management
Not Rated
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
8
Contract management
9
Quote & order management
9
Interaction tracking
9
Channel / partner relationship management
8
Case management
9
Call center management
8
Help desk management
8
Lead management
8
Email marketing
8
Task management
8
Billing and invoicing management
8
Reporting
9
Forecasting
8
Pipeline visualization
8
Customizable reports
9
Custom fields
10
Custom objects
10
Scripting environment
10
API for custom integration
10
Role-based user permissions
9
Single sign-on capability
9
Social data
8
Social engagement
8
Marketing automation
5
Compensation management
Not Rated
Mobile access
9