Customizeable and Cost Effective
May 18, 2022

Customizeable and Cost Effective

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

Software Version

Enterprise

Overall Satisfaction with Zoho CRM

We utilize Zoho CRM as part of the larger Zoho One suite of services. It is a highly customizable platform that allows you to capture the data you want and cut out all of the "fluff" that you don't want (but comes with nearly every CRM). In addition, the larger Zoho One ecosystem gives an immense value, including CRM, social media management, calendar scheduling, webinar hosting, invoicing, online chat, and 20+ other SaaS solutions together for the same cost as a typical CRM.

Pros

  • Capacity to customize
  • Integration across 3rd party providers
  • Bundled solution

Cons

  • Sync across Zoho platforms can be slow
  • Too many support tickets need to be escalated rather than fixed on the spot

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

Well suited if you are looking for a customizable all-in-one solution. Not as good of a fit if you want an "out of the box" solution that you don't want to customize.

Zoho CRM Feature Ratings

9.7
Customer data management / contact management
10
Workflow management
8
Territory management
10
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
Not Rated
Quote & order management
10
Interaction tracking
10
Channel / partner relationship management
Not Rated
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
Not Rated
Lead management
Not Rated
Email marketing
Not Rated
Not Rated
Task management
Not Rated
Billing and invoicing management
Not Rated
Reporting
Not Rated
Not Rated
Forecasting
Not Rated
Pipeline visualization
Not Rated
Customizable reports
Not Rated
Not Rated
Custom fields
Not Rated
Custom objects
Not Rated
Scripting environment
Not Rated
API for custom integration
Not Rated
Not Rated
Role-based user permissions
Not Rated
Single sign-on capability
Not Rated
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
Not Rated
Mobile access
Not Rated

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