Zoho CRM - the best solution for small businesses under $50M
May 08, 2022
Zoho CRM - the best solution for small businesses under $50M
Score 8 out of 10
Vetted Review
Verified User
Software Version
Other
Overall Satisfaction with Zoho CRM
We were looking for an end-to-end solution to
support and/or replace our legacy systems, streamline processes, and
prepare for the future. There are many options available in the market but preferred one vendor instead of a multitude of apps that had to be connected through automation that would
likely break at the most inopportune times. We were also looking for a product that allowed us to match
our tried-and-true processes instead of forcing us into other ways of doing
business that would increase training time and decrease adoption and usability. Our goal was to
automate the sales process that would automatically flow into a defined project management system to track over 25,000 projects per year through to billing and automatic payments once the
project was reviewed and completed.
support and/or replace our legacy systems, streamline processes, and
prepare for the future. There are many options available in the market but preferred one vendor instead of a multitude of apps that had to be connected through automation that would
likely break at the most inopportune times. We were also looking for a product that allowed us to match
our tried-and-true processes instead of forcing us into other ways of doing
business that would increase training time and decrease adoption and usability. Our goal was to
automate the sales process that would automatically flow into a defined project management system to track over 25,000 projects per year through to billing and automatic payments once the
project was reviewed and completed.
- Fields and modules are very customizable allowing for significant growth and tracking.
- Excellent integration between apps.
- Pricing is very good.
- Daily and hourly limits on API calls force workarounds.
- Limits on field types and number of emails that can be sent each day don't line up with enterprise needs.
- Insufficient documentation at every level of the product.
- Using Zoho CRM saved over $2M in typical CRM implementation costs.
- Achieved a 70% increase in service quality.
- Production capacity grew by over 35%.
- Increased website traffic to 800+ unique visitors by implementing Zoho WorkDrive and integrated Client Portal.
- Automated hundreds of processes increasing productivity by over 150%.
We leveraged Zoho CRM to implement an automated
engagement letter process so every employee knows the status of any new or
existing client service at anytime. Jobs and projects are automatically created
and assigned to the appropriate team member once the engagement letter is digitally signed by
the client. We also integrated emails and phone call history so anyone in the
company is able to see if and when a client has opened or
responded to an email or phone call. These integrations and automations improved
service quality by over 70%.
engagement letter process so every employee knows the status of any new or
existing client service at anytime. Jobs and projects are automatically created
and assigned to the appropriate team member once the engagement letter is digitally signed by
the client. We also integrated emails and phone call history so anyone in the
company is able to see if and when a client has opened or
responded to an email or phone call. These integrations and automations improved
service quality by over 70%.
- Box, DocuSign, Dropbox Business, eFileCabinet, Freshworks CRM (formerly Freshsales), HubSpot CRM, Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM), Pipedrive, Salesforce.com, Sugar Sell (SugarCRM), Zendesk Sell (formerly Base CRM), LogMeIn Pro, Microsoft Project, monday.com, Asana, Smartsheet and Slack
Salesforce was too expensive at 3x the cost, not as customizable, couldn't meet our project needs and developers were +2x the cost. MS Dynamics, although customizable, was larger than our.
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?
No
Would you buy Zoho CRM again?
Yes