Value for money and best customer support
Updated May 07, 2024

Value for money and best customer support

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Professional

Overall Satisfaction with Zoho CRM

We used Zoho CRM to manage the forms, data, inventory, invoices, books, payment integrations, and for email marketing

Pros

  • Inventory Management
  • Email Marketing
  • Forms
  • Surveys
  • Support is best, they go even beyond the limits to help their client

Cons

  • Partial Form Entries
  • Sometimes Zoho CRM makes confused with their activities like simple things, creating reminders
  • Sales increased
  • Reduced email marketing time
  • Flexibility
Zoho is flexible but till some extent. There are few options that need modifications, many of the functionalities were custom provided to us by the Zoho technical department which others might haven't asked.
Zoho helped our organization in improving the journey of our customers but at the cost. They kept on increasing their cost for the non-profit organization that many non-profit organizations left Zoho CRM because they were no longer able to afford the new prices.
  • CRM cost reduced
  • Maintenance cost reduced
  • We had to hire a Zoho CRM expert
Salesforce is an adjustable client relationship the executives (CRM) framework that assists organizations of all sizes with speeding up sales, mechanizing errands, and pursuing more educated choices to develop their organizations quicker. Salesforce CRM permits your sales group to get to continuous client data in a single spot, in addition, to pulling experiences from dashboards and reports. Sales Cloud can likewise be utilized to oversee lead and contact the board, sales opportunity the executives, and work process rules and mechanization. But, the vast majority of Zoho clients are private ventures in innovation, counseling, media, and land enterprises, yet they offer answers for organizations of each size and industry.

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

I used Zoho CRM for a non-profit organization. The company was tight on budget and required everything in one place. So I researched and presented the idea of Zoho CRM, their support helped us in those cases which were not part of their support. They provided us with custom functionalities and codes required by our organization. However the free form is an incredible spot to begin, what you get with no money-related commitments will not get you excessively far. A considerable lot of the elements that are accessible with Zoho CRM just accompanied the higher evaluating plans.

Zoho CRM Feature Ratings

8.6
Customer data management / contact management
10
Workflow management
9
Territory management
9
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
8
Contract management
7
Quote & order management
10
Interaction tracking
8
Channel / partner relationship management
8
8.7
Case management
10
Call center management
8
Help desk management
8
10.0
Lead management
10
Email marketing
10
9.0
Task management
7
Billing and invoicing management
10
Reporting
10
8.3
Forecasting
8
Pipeline visualization
9
Customizable reports
8
7.5
Custom fields
7
Custom objects
6
Scripting environment
8
API for custom integration
9
10.0
Role-based user permissions
10
Single sign-on capability
10
8.5
Social data
9
Social engagement
8
9.0
Marketing automation
9
Compensation management
9
8.0
Mobile access
8

Configuring Zoho CRM

Various organizations have various requirements in CRM programming, and Zoho gives adaptability that permits it to work for a wide range of various organizations. Furthermore, Zoho gives a ton of choices for customizations. You can add expansions and mixes through the Zoho Marketplace to all the more likely to deal with your funds, further develop deals, increment efficiency, and significantly more. Many (however not everyone) of the expansions on Zoho are free and don't expect coding to incorporate them into your current framework.
Hire a Zoho CRM expert or if you are configuring it yourself, ask Zoho team they will help out in custom solutions as well
Yes - we have customized the interface extensively - It is super easy to customise the user interface
Yes - we have added extensive custom code - Zoho CRM team helped in providing and adding the code. They were very helpful in this regard.
Custom calculations and data sync between Zoho CRM and front end

Using Zoho CRM

In my overall experience, I would highly recommend Zoho CRM, though it lacks the feature of partial entries, still we used that for our non-profit organization. They have offered us a non-profit discount as well. Moreover, their support is good, and has dedicated employees to help the clients. From my experience, sometimes, we got the idiots, but overall the support is good. They have helped us in doing custom functionalities that other CRM providers don't do for free.

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