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A very customizable product, albeit not always user-friendly
April 21, 2022

A very customizable product, albeit not always user-friendly

Anne Marie Runnels | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Professional

Overall Satisfaction with Zoho CRM

We use Zoho CRM to manage new leads and contacts gained through our website, update personal contact information, manage subscriptions, and track other data.
  • Tracking news leads gained through social media advertisements.
  • Synchronizing with its partner email system, Zoho Campaigns.
  • Creating reports.
  • I wish I could run a filter for my contacts and download the results directly into a .csv file.
  • Increased the number of donors, volunteers, and people on our mailing list.
It is not the most user-friendly program but it is very customizable and comprehensive.
Just right.

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

Zoho Campaigns, Zoho Creator, Google Analytics 360 (formerly Google Analytics Premium), Facebook Business Manager (formerly Pages Manager), Google Drive, SurveyMonkey, Mailchimp
Zoho CRM is well-suited for organizations that manage many (1000+) contacts and need a good bit of customization. It also works well if you use their partner systems (e.g. Zoho Campaigns). It does NOT work well with other email systems like Mailchimp.

Zoho CRM Feature Ratings

6.5
Customer data management / contact management
8
Workflow management
7
Territory management
Not Rated
Opportunity management
Not Rated
Integration with email client (e.g., Outlook or Gmail)
4
Contract management
7
Quote & order management
Not Rated
Interaction tracking
Not Rated
Channel / partner relationship management
Not Rated
6.0
Case management
6
Call center management
Not Rated
Help desk management
Not Rated
8.0
Lead management
9
Email marketing
7
Not Rated
Task management
Not Rated
Billing and invoicing management
Not Rated
Reporting
Not Rated
7.0
Forecasting
Not Rated
Pipeline visualization
Not Rated
Customizable reports
7
9.0
Custom fields
9
Custom objects
Not Rated
Scripting environment
Not Rated
API for custom integration
Not Rated
Not Rated
Role-based user permissions
Not Rated
Single sign-on capability
Not Rated
Not Rated
Social data
Not Rated
Social engagement
Not Rated
6.0
Marketing automation
6
Compensation management
Not Rated
Not Rated
Mobile access
Not Rated