Amazing potential if you have the time, money and developer resources
April 22, 2022

Amazing potential if you have the time, money and developer resources

Misti Willock | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

Enterprise

Overall Satisfaction with Zoho CRM

We are still in the implementation phases. We use Zoho CRM and Projects currently for small sales. Having a single pane of glass to review not just revenue forecasting, but also view our in flight orders. This has helped tremendously with interdepartmental communication gaps.

Pros

  • Forecasting.
  • Defining processes.
  • Pre and Post sales communications with customers.

Cons

  • A lot of customization by an outside developer is needed to make CRM truly functional.
  • Technical support can be limited at times.
  • Better explanation and support on integrating Zoho applications.
  • Efficiency and installation Intervals improved.
  • Forecasting is more accurate.
  • Staff frustration increased due to the limitations (Need a Developer).
It's pretty easy to find things, but duplicates are difficult to merge. Could be more of a training issue.
Plenty of configurations are available. It's very expensive to implement through a developer.
Chose Zoho for the potential of integrating applications into a single platform. CRM, Projects, Invoicing, Inventory, Scheduling, etc.

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?

No

Did implementation of Zoho CRM go as expected?

No

Would you buy Zoho CRM again?

Yes

Microsoft 365 (formerly Office 365), Microsoft SharePoint, SurveyMonkey
A small company growing aggressively would likely not have the time, money and patience required to implement. Out of the box options are very limited.

Other platforms we tried were more user friendly for customization. You need someone internally to handle basic "coding" to make this platform useful for a company offering services with monthly subscriptions. For companies that sell a product and walk away, CRM would work fine out of the box.

Zoho CRM Feature Ratings

5.5
Customer data management / contact management
7
Workflow management
4
Territory management
5
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
Not Rated
Contract management
Not Rated
Quote & order management
4
Interaction tracking
Not Rated
Channel / partner relationship management
5
5.0
Case management
5
Help desk management
5
Marketing Automation ()
Not Rated
6.5
Task management
7
Billing and invoicing management
Not Rated
Reporting
6
5.0
Forecasting
5
Pipeline visualization
5
Customizable reports
5
5.0
Custom fields
5
Custom objects
Not Rated
Scripting environment
Not Rated
API for custom integration
Not Rated
10.0
Role-based user permissions
Not Rated
Single sign-on capability
10
Not Rated
Social data
Not Rated
Social engagement
Not Rated
1.0
Marketing automation
1
Compensation management
1
6.0
Mobile access
6

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