Zoho working as expected | TrustRadius

Use Cases and Deployment Scope

Use product as a quote tool and CRM.

Pros and Cons

As a CRM.
Track projects.
Maintain pricing.
Quote tool.

Easier integration with MS office.
Sheets app needs work.

Return on Investment

Decrease paper.
Improved workflow.
Maintain customer data.

Usability

7

I find it difficult to search for information unless you have specific reference information such as a quote # or customer name.

Product Configurability

4

We need to use a 3rd party to help configure.

Key Insights

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

Other Software Used

Microsoft 365 (formerly Office 365), QuickBooks Desktop Enterprise

Likelihood to Recommend

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