6 years of customizations are starting to blossom
April 20, 2022
6 years of customizations are starting to blossom
Score 9 out of 10
Vetted Review
Verified User
Software Version
Enterprise
Overall Satisfaction with Zoho CRM
We use the Zoho CRM as a database to store Prospects/Leads and Clients/Contacts. We keep track of what type of documents they purchase through Deals. We send mass emails to Leads and Contacts via Campaigns, we use Forms, Sign, Survey, Subscriptions, Connect, and want to learn more about other products that will help us. One MAJOR problem is that the Zoho CRM cannot merge our elaborate documents. It doesn't support "if/and/or" statements and merges them into that word doc.
- Keep track of all our clients and prospects
- Has robust reporting with criteria that can be pulled from as many as 3 modules
- Very customizable
- Wish we could easily add people from a report into a campaign in the CRM. You can only do that with a list view but that's not enough for some of our reporting for mailings or emails. We have to pull from more than 1 module sometimes to get the correct mailing list.
- Wish we could email from the Meetings module to confirm an appointment w/o having to manually add data from the meeting into the email template from a lead or contact.
- A lot of the workflows get broken when there is a major update. Little do I know they're not working until I randomly find out or someone else figures it out. Frustrating.
- We had Zoho CRM early on when it wasn't quite as robust as it is now, so there have been vast improvements, which also puts us at a disadvantage for falling into old ways of doing things rather than exploring new ways that we always wanted in the beginning.
- One thing we were able to do is get rid of MailChimp and slowly migrate to Campaigns
- Eventually I would like to migrate Zoom to Meeting but it's just not quite there yet.
- Also, I do have to say going just from the CRM to Zoho One was a VAST improvement where many apps were available. At first, I was so disappointed in the CRM but with all the integrations it's been so much better!
Back when we switched, Zoho CRM was nowhere near Salesforce. We were able to at least merge some of our documents through a bridge called Conga. We still can't do that within Zoho CRM, but again, Zoho CRM updates all the time so I'm probably not aware of the easiest most efficient way it can do it.
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?
No
Would you buy Zoho CRM again?
Yes