Great product for Reasonable Price
April 21, 2022

Great product for Reasonable Price

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

Software Version

Enterprise

Overall Satisfaction with Zoho CRM

We use multiple modules from Desk to CRM. We currently use it to manage our clients and manage any issues those clients may have.

Pros

  • Easy screen manipulation.
  • Optional specialized coding.
  • Easy of report creation.

Cons

  • Real time connection from Desk and CRM to Analytics.
  • In CRM better linking between Leads and other modules.
  • More teachings on coding.
  • It has helped in marketing.
  • It has helped in organization.
  • Helped in deal correlation to contacts.
Overall I would give the system a strong 9. There would be several ways to improve the system for instance in CRM if a deal is created for contact after the contact was created from the lead conversion. The conversion report does not reflect the later addition of a deal to a lead.
I think it works well for the product but I don't think that the deluge has enough training materials on it to learn how to do it on our own.
I think this system is easier and cheaper than the other products.

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?

I wasn't involved with the implementation phase

Would you buy Zoho CRM again?

Yes

In my time using Zoho, I don't know all the different options available to use with Zoho but the companies I have used it for via transportation and continuing education and it has worked well.

Zoho CRM Feature Ratings

5.7
Customer data management / contact management
8
Workflow management
9
Territory management
Not Rated
Opportunity management
Not Rated
Integration with email client (e.g., Outlook or Gmail)
1
Contract management
5
Quote & order management
5
Interaction tracking
6
Channel / partner relationship management
6
7.3
Case management
8
Call center management
5
Help desk management
9
7.0
Lead management
7
Email marketing
7
8.5
Task management
8
Billing and invoicing management
Not Rated
Reporting
9
8.7
Forecasting
7
Pipeline visualization
9
Customizable reports
10
9.5
Custom fields
10
Custom objects
10
Scripting environment
9
API for custom integration
9
8.0
Role-based user permissions
8
Single sign-on capability
8
Not Rated
Social data
Not Rated
Social engagement
Not Rated
8.0
Marketing automation
8
Compensation management
Not Rated
Not Rated
Mobile access
Not Rated

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