I recommend for any business to give Zoho CRM a try to make live easier.
April 26, 2022

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

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Enterprise

Overall Satisfaction with Zoho CRM

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

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

Cons

  • 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
  • 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.
There are many ways to accomplish the same results. It takes time to learn how to use it efficiently.
Lots of options to customize, but one needs lots of knowledge to great workflows.

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

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.

Zoho CRM Feature Ratings

9.0
Customer data management / contact management
10
Workflow management
7
Integration with email client (e.g., Outlook or Gmail)
Not Rated
Interaction tracking
10
10.0
Case management
10
Call center management
10
Help desk management
10
10.0
Lead management
10
6.0
Task management
6
CRM Reporting & Analytics ()
Not Rated
10.0
Custom fields
10
10.0
Role-based user permissions
10
Single sign-on capability
10
Social CRM ()
Not Rated
Integrations with 3rd-party Software ()
Not Rated
10.0
Mobile access
10

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