Item: Zoho CRM
Rating: 10
Author: Verified User

Use Cases and Deployment Scope

We use Zoho CRM for all our client needs including proposals. CRM is a great tool to keep everything organized and efficient. We use a lot of workflows with many other applications to systemize many tasks.

Pros and Cons

Keeps all our clients information organized
Many integrations are available to make our jobs easier
Very helpful for our sales team

It would be great if there were more sorting options with the columns
Creating a work flow is difficult unless you have lots of programming experience
I would be nice if the email creating process was more user-friendly

Return on Investment

ZOHO CRM saves a lot of time by having all the information needed in one place.
Great for systemizing work tasks.
Excellent for organizing different clients in different countries.

Usability

There are many ways to accomplish the same results. It takes time to learn how to use it efficiently.

Product Configurability

Lots of options to customize, but one needs lots of knowledge to great workflows.

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?

Yes

Would you buy Zoho CRM again?

Yes

Other Software Used

Zoho One, Zoho Social, Zoho Books, Zoho Subscriptions, Zoho Mail

Likelihood to Recommend

Zoho CRM is a great product for any size business. In combination with Zoho One, the options are endless for integrations, customizations, and automations. We have been using Zoho CRM for many years, and it has greatly helped us to grow our business and streamline many tasks. I highly recommend any business owner to check it out to see if this would work for their business.

I recommend for any business to give Zoho CRM a try to make live easier.

Software Version

Overall Satisfaction with Zoho CRM