Zoho working as expected
Updated July 29, 2024

Zoho working as expected

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

Software Version

Professional

Overall Satisfaction with Zoho CRM

Use product as a quote tool and CRM. simplifies our quoting process and order entry

Pros

  • As a CRM.
  • Track projects.
  • Maintain pricing.
  • Quote tool.
  • Order tracking

Cons

  • Easier integration with MS office.
  • Sheets app needs work.
  • Integration with QuickBooks
  • Decrease paper.
  • Improved workflow.
  • Maintain customer data.

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?

I wasn't involved with the implementation phase

Would you buy Zoho CRM again?

Yes

Great to maintain pricing and using as a quote tool. Not easy to access information at times.

Zoho CRM Feature Ratings

7.2
Customer data management / contact management
8
Workflow management
6
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
7
Quote & order management
8
Interaction tracking
6
7.0
Case management
7
7.0
Lead management
7
Email marketing
7
6.5
Task management
6
Reporting
7
7.3
Forecasting
8
Pipeline visualization
7
Customizable reports
7
7.0
Custom fields
7
Custom objects
Not Rated
Scripting environment
Not Rated
API for custom integration
Not Rated
7.5
Role-based user permissions
7
Single sign-on capability
8
7.0
Social data
7
Social engagement
7
7.0
Marketing automation
7
Compensation management
Not Rated
Platform ()
Not Rated

Using Zoho CRM

10 - sales, marketing, manufacturing, service
1 - Has taken a few courses
  • Sales
  • Customer contact
  • Order entry
  • Tracking web site activity
  • production tracking
  • invoice notification
  • QuickBooks integration
Good value, committed to platform

Evaluating Zoho CRM and Competitors

  • Ease of Use
Seemed simple to start and easy for employees to use
Nothing, relatively happy so far

Zoho CRM Implementation

Any new software will always have problems, found Zoho to have minimal bugs
  • Third-party professional services
Cloud in Tent
Yes - Simple functions at first then the quote tool and order tracking
Change management was minimal - Not a huge issue here
  • People still using old system in background

Zoho CRM Training

Configuring Zoho CRM

We need to use a 3rd party to help configure.
Its not something we can do easily internally, we source out process. Need to find a good developer
Some - we have done small customizations to the interface - Doesn't come with everything we needed out of the box
Some - we have added small pieces of custom code - Needed to hire outside help
None

Zoho CRM Support

Have not contacted Zoho for support
ProsCons
None
None
No, did not see the value
Have not contacted Zoho for support

Using Zoho CRM

I find it difficult to search for information unless you have specific reference information such as a quote # or customer name.
ProsCons
Like to use
Relatively simple
Easy to use
Quick to learn
Convenient
Feel confident using
Requires technical support
Not well integrated
  • Customer information
  • Quoting
  • Price updates
  • Integration with QuickBooks
Yes, but I don't use it

Zoho CRM Reliability

We are a small business so scalability isn't crucial
Very reliable, only had one or two outages
Loads quickly and navigation is easy

Comments

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