CRM
April 22, 2022

CRM

Fabio Perez | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

Enterprise

Overall Satisfaction with Zoho CRM

We use it on a daily basis to put information about companies and the people that work for them.
  • Easy to use
  • Very organized
  • Helps you finish task
  • Do not have one at the moment
  • Increased sales
  • Increased productivity in our wok enviorment
Very easy to use and navigate. Very straight forward if you have the proper training.
i think is is the right product, due to it having multiple ways to filter things out.

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

It is well suited for adding information to it like phone numbers, emails, and names. Very helpful when trying to find the right person or the right company.

Zoho CRM Feature Ratings

Customer data management / contact management
8
Workflow management
9
Integration with email client (e.g., Outlook or Gmail)
9
Contract management
9
Interaction tracking
9
Case management
9
Call center management
10
Help desk management
10
Lead management
8
Email marketing
7
Task management
10
Billing and invoicing management
10
Reporting
9
Forecasting
8
Pipeline visualization
10
Customizable reports
10
Custom fields
7
Custom objects
8
Role-based user permissions
10
Single sign-on capability
10
Compensation management
9
Mobile access
8