Zoho CRM is simple and easy
Updated November 09, 2022
Zoho CRM is simple and easy

Score 8 out of 10
Vetted Review
Verified User
Software Version
Enterprise
Overall Satisfaction with Zoho CRM
We use Zoho CRM to keep our leads and customers organized. We know where our leads are at in the sales process and store all our data on them in the CRM. We also use some automation through Zoho, including forms on our website for lead generation. This assists in the overall sales process and keeps us organized.
Pros
- Sales funnel management
- Forms
- Easy to use
- Keeping data in all one place
Cons
- You can only have one email attached to a form. This means that I have to go elsewhere to create a full drip campaign.
- Reporting leaves a lot to be desired. It is difficult to set up reports exactly how we want them.
- There are some things that aren't allowed to be customized that definitely should be
- Support means well, but they rarely can help
- Increased automation of repetitive tasks
- Better sales funnel management
Our company switched from the Salesforce CRM to Zoho CRM because Salesforce was much too complex. We were able to set up some good reports, but no one could ever find anything in Salesforce. I also was unable to edit any copy in there, for example, we had drip campaigns that I wasn't even able to view unless I sent a copy to my email. It was a big mess, and Zoho is so much easier to use, update, and customize.
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 Feature Ratings
Zoho CRM Implementation
- Implemented in-house
Change management was a big part of the implementation and was well-handled - We moved from Salesforce to Zoho and it was actually a really smooth, simple transition. Because Zoho is so much easier to use, a lot of the change was intuitive. We had one team member completely in charge of the transition, and she was able to create a guide and best practices for the team. We had training, and any questions could be answered from the guide she created.
- Moving data over
- Missing fields
- Fields and modules being named differently
- Understanding the correct way to create automations
Comments
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