Item: Zoho CRM
Rating: 8
Author: Verified User

Use Cases and Deployment Scope

We use it to manage everything from our marketing efforts, to our sales pipeline, to our client relationships.
It is an end-to-end pipeline for us.

Pros and Cons

I love the flexibility of the modules.
We have built out a bunch of custom workflows to manage our sales to service turnover.
I like the customization options.

The marketing hub was not built by a marketer. There is VERY little campaign management and very few useful analytics and campaign metrics.
The report functionality could be more robust. It gets really frustrating trying to collate information between modules.

Return on Investment

So far that is hard to determine as we are still building things out.

Usability

It is HARD to get up and running in Zoho. I feel sorry for anyone who does not know the basics of Data Management. This would be a brutal experience for them.

Product Configurability

I think it's mostly good. As I mentioned before, some modules are extremely well integrated and workable. Others, not so much and those tend to be a little square peg/round hole ish

Key Insights

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?

Would you buy Zoho CRM again?

Yes

It has a LOT of functionality that has been well thought out. There are other places where it seems to have developed in a silo.
But I do love the modules related to the sales cycle. That is very well integrated into the rest of the CRM, and is great for tracking future opportunities.

Zoho - a mixed bag of "awesome" and "Oh my gosh!"

Software Version

Overall Satisfaction with Zoho CRM