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Zoho CRM Review
April 21, 2022

Zoho CRM Review

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

Software Version

Enterprise

Overall Satisfaction with Zoho CRM

We use Zoho CRM as our ticketing system, onboarding, off-boarding workflows, and answering a high volume of customer requests.
  • Workflows
  • Customization
  • Excellent customer support.
  • UI
  • Opening different documents within the system.
  • Increased automation of repetitive tasks.
  • Multiple Department Collaboration.
  • Reporting & KPI.
  • Ability to respond to customers in a timely manner and collect customer feedback.
It is an easy-to-use system. I rated it 9 as it could improve its UI and make it more modern.
Most of the configuration is out of the box. There are scenarios where you'll need a custom function but the team will support and help you with your requirements.
Easy of Use.
Extended Customization capabilities.
Cost.

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?

Yes

Would you buy Zoho CRM again?

Yes

It has helped with different processes in our organization from IT requests, customer requests, and department collaboration.

Zoho CRM Feature Ratings

9.5
Customer data management / contact management
9
Workflow management
10
Territory management
Not Rated
Opportunity management
Not Rated
Integration with email client (e.g., Outlook or Gmail)
Not Rated
Contract management
Not Rated
Quote & order management
Not Rated
Interaction tracking
Not Rated
Channel / partner relationship management
Not Rated
10.0
Case management
10
Call center management
10
Help desk management
10
Not Rated
Lead management
Not Rated
Email marketing
Not Rated
9.5
Task management
10
Billing and invoicing management
Not Rated
Reporting
9
Not Rated
Forecasting
Not Rated
Pipeline visualization
Not Rated
Customizable reports
Not Rated
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
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
10.0
Mobile access
10