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Digital Marketing Company Review on Zoho CRM
April 21, 2022

Digital Marketing Company Review on Zoho CRM

Jennifer Bagley | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Reseller

Software Version

Enterprise

Overall Satisfaction with Zoho CRM

Used to manage our current customers, subscriptions, and projects. Our company is run smoothly with this fantastic software. Our processes are managed without confusion.
  • Manages subscriptions.
  • Customer status.
  • Project management.
  • It would be great to get more modules speaking to each other.
  • Better integration with other software.
  • Duplicate leads can be an ongoing issue.
  • Automation.
  • Accountability.
  • Time management.
Great software and easy to learn.
Complex but support is great.

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

Great software for management.

Zoho CRM Feature Ratings

10.0
Customer data management / contact management
10
Workflow management
10
Territory management
10
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
10
Quote & order management
10
Interaction tracking
10
Channel / partner relationship management
10
9.7
Case management
10
Call center management
10
Help desk management
9
10.0
Lead management
10
Email marketing
10
9.3
Task management
10
Billing and invoicing management
10
Reporting
8
10.0
Forecasting
10
Pipeline visualization
10
Customizable reports
10
10.0
Custom fields
10
Custom objects
10
Scripting environment
10
API for custom integration
10
10.0
Role-based user permissions
10
Single sign-on capability
10
10.0
Social data
10
Social engagement
10
10.0
Marketing automation
10
Compensation management
10
10.0
Mobile access
10