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Great value for money and highly extendible (with the right knowledge)
Updated November 01, 2022

Great value for money and highly extendible (with the right knowledge)

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Enterprise

Overall Satisfaction with Zoho CRM

Besides Customer contacts, we use it as an operational hub.
  • Fliexibility
  • Ease of Use
  • Extendible
  • Filtering Records by their related fields.
  • Dynamic Formula Fields. You have to edit the record to regenerate the formula. Example: Age field will not automatically update unless you edit & save the record.
  • Dynamic Homepage Dashboard. You must manually reload the dashboard to get up-to-date data.
  • Faster Sync with Zoho Analytics. It's currently on a 3 hour cycle.
  • Better integration with Zoho Finance Suite. Lots of small issues here and I feel that they have room for tons of improvement.
  • Subforms are not available within email templates.
  • The editing of subforms is not currently possible while using their Canvas Feature.
  • Address fields on Quotes have a "Copy Billing to Shipping" feature but if you add a second street address or a company name field, these fields will not copy across. This is a bug I believe that has existed for 10 years.
  • Negative: In my experience, system bugs or failures have caused us to be dead in the water. It has happened where certain modules or the whole system goes down. We've used Google Apps for 10 years and it has been down for about 15 mins in total. In the last 6 months, the full system was down for half a day. Some modules also had complete failures for a couple of days.
  • Positive: Ability to automate tasks.
  • Positive: Ability to extend the system as needed.
It's very easy to use and once you know how to navigate and filter records on one module, you know the whole system.
The system is hugely configurable but there are some limitations to the types of fields you can use. Subforms are limited to 10 columns and 200 rows.
Price. The value for the money is unbeatable, but you do pay a cost in certain areas.
- Poor support.
- Bugs
- Some limitations.

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

It's very well suited to organizations that have an IT team or person who will be able to build out the system. Zoho CRM really shines when you use Custom Functions which run on deluge (or node.js). These allow you to really extend the system and customize it to your exact needs.

Zoho CRM Feature Ratings

6.6
Customer data management / contact management
8
Workflow management
8
Territory management
8
Opportunity management
7
Integration with email client (e.g., Outlook or Gmail)
7
Contract management
2
Quote & order management
5
Interaction tracking
7
Channel / partner relationship management
7
5.0
Case management
5
Call center management
5
Help desk management
5
8.0
Lead management
8
Email marketing
8
5.7
Task management
7
Billing and invoicing management
3
Reporting
7
7.0
Forecasting
7
Pipeline visualization
7
Customizable reports
7
9.5
Custom fields
9
Custom objects
9
Scripting environment
10
API for custom integration
10
10.0
Role-based user permissions
10
Single sign-on capability
10
8.0
Social data
8
Social engagement
8
7.0
Marketing automation
9
Compensation management
5
8.0
Mobile access
8