Average Experience
April 21, 2022
Average Experience
Score 7 out of 10
Vetted Review
Verified User
Software Version
Professional
Overall Satisfaction with Zoho CRM
Our organization uses Zoho CRM to organize and track all of our clients' information. We use the task features to ensure prompt follow-up. We've run into some troubles with lead imports from various 3rd party apps, like Shopify, and have been manually importing them which wastes a lot of time. There also doesn't seem to be a way to configure IMAP settings for shared mailboxes, which is a shame.
- Activities
- Easy to navigate
- Customizable
- IMAP for shared mailboxes.
- More tools for lead importing.
- Ability to auto pull information from Contact when creating a deal.
- The ability to see all communication to/from one client, in one place has been very helpful to speed up the ordering process.
- The activities tab has increased our efficiency and has made the workload of our sales team transparent.
- The API issues we've been experiencing have lost us about 3 hours/week of manual importing.
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?
I wasn't involved with the selection/purchase process
Did implementation of Zoho CRM go as expected?
I wasn't involved with the implementation phase
Would you buy Zoho CRM again?
Yes