Good overall platform, but need to reach you via phone when I need you.
April 21, 2022

Good overall platform, but need to reach you via phone when I need you.

Jack Marshall | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

Other

Overall Satisfaction with Zoho CRM

Used for contacts, leads, accounts, workflow, events, and notes.
  • Customer contact records.
  • Follow up procedures made easier.
  • Linking events to calendars and customer accounts.
  • 3rd party app integration.
  • Better access to customer phone support.
  • Better calendar integration.
  • Increased efficiency in time with lead tracking.
  • Contacts and info in one place saves time.
  • Not always to access phone support in a timely manner which is a non income producing activity.
Not always easy to navigate through different Zoho platforms.
I think the product's configurability is a bit too complex.
Average overall but better in some areas such as customization.

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?

No

Would you buy Zoho CRM again?

Yes

Well suited for simple customer account files.
Less appropriate for larger enterprise needs with many 3rd party applications needing integration.

Zoho CRM Feature Ratings

Customer data management / contact management
9
Workflow management
7
Territory management
Not Rated
Opportunity management
6
Integration with email client (e.g., Outlook or Gmail)
Not Rated
Contract management
4
Quote & order management
5
Interaction tracking
Not Rated
Channel / partner relationship management
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
Lead management
7
Email marketing
7
Task management
8
Billing and invoicing management
Not Rated
Reporting
7
Forecasting
7
Pipeline visualization
6
Customizable reports
Not Rated
Not Rated
Custom fields
Not Rated
Custom objects
Not Rated
Scripting environment
Not Rated
API for custom integration
Not Rated
Role-based user permissions
9
Single sign-on capability
9
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Marketing automation
4
Compensation management
Not Rated
Mobile access
7