Affordable CRM that does the job
April 22, 2022

Affordable CRM that does the job

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

Software Version

Professional

Overall Satisfaction with Zoho CRM

We use Zoho CRM for managing all our contacts - mainly sales contacts, and we also manage our website users. We are also using Zoho CRM to manage our order processing pipeline.
  • Pipelines
  • Customization and flexibility
  • organization
  • Tasks can be made better with descriptions and commenting like Clickup for example
  • Contact records, Sales orders, Accounts, etc - these modules should have a commenting feature more like conversations on chat
  • Zoho support in general is not great, so that definitely needs improving
  • reduced costs of CRM by almost 40%
  • can use bigger contact limit
  • able to manage orders on the same crm
It is smooth to operate and figure out stuff by yourself. Also loads fast enough and nothing is clunky.
Configuration is right for this product.
We went with Zoho CRM because of the affordability and so we can increase our contact limit without costing us too much - that's the main drawback with CRMs like ActiveCampaign, Hubspot and Cloze - they get costly as you increase contact limits, so I feel they're more for bigger businesses. Zoho CRM does all the same things at much lower price.

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

Zoho CRM is perfectly suited for all sales activities and even order processing activities. Not great for task management.

Zoho CRM Feature Ratings

Customer data management / contact management
9
Workflow management
6
Territory management
Not Rated
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
7
Contract management
Not Rated
Quote & order management
8
Interaction tracking
8
Channel / partner relationship management
8
Case management
4
Call center management
4
Help desk management
4
Lead management
9
Email marketing
6
Task management
5
Billing and invoicing management
8
Reporting
8
Forecasting
Not Rated
Pipeline visualization
Not Rated
Customizable reports
Not Rated
Custom fields
10
Custom objects
9
Scripting environment
Not Rated
API for custom integration
Not Rated
Role-based user permissions
8
Single sign-on capability
Not Rated
Social data
6
Social engagement
Not Rated
Marketing automation
8
Compensation management
Not Rated
Not Rated
Mobile access
Not Rated