Awesome CRM Value for Mid-Size Businesses
April 21, 2022

Awesome CRM Value for Mid-Size Businesses

Kurt MacWilliam | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Enterprise

Overall Satisfaction with Zoho CRM

We use Zoho CRM to manage our customer and vendor data, market to our customers, and integrate this data with other applications such as Zoho Projects and Zoho Books.

Pros

  • Integrates with Marketing Campaign Software.
  • Sales lifecycle management.
  • Flexibility - different views and reports.
  • Integrates with other Zoho apps.

Cons

  • UI could be improved.
  • Reduced effort to manage leads (efficiency).
Zoho recently introduced Canvas, which has introduced the ability to customize interfaces for different users.
It is very configurable based on the use case.
MS Dynamics was too complex for our organization

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 CRM is well suited to mid-size companies with a moderate number of users. To get the most out of Zoho CRM, you need to have one internal power user or hire a partner to help you optimize it for your organization. Zoho CRM is especially powerful when paired with the other Zoho business apps. Having a Zoho One license for the organization gives small to medium sized businesses a powerful business technology platform.

Zoho CRM Feature Ratings

Customer data management / contact management
8
Workflow management
10
Territory management
10
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
8
Contract management
10
Quote & order management
8
Interaction tracking
8
Channel / partner relationship management
8
Case management
8
Call center management
8
Help desk management
8
Lead management
7
Email marketing
7
Task management
8
Billing and invoicing management
7
Reporting
9
Forecasting
6
Pipeline visualization
7
Customizable reports
7
Custom fields
9
Custom objects
Not Rated
Scripting environment
Not Rated
API for custom integration
Not Rated
Role-based user permissions
8
Single sign-on capability
10
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Marketing automation
8
Compensation management
Not Rated
Mobile access
9

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