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Keep your company organized with this powerful CRM
July 06, 2022

Keep your company organized with this powerful CRM

Alexis Correa | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Professional

Overall Satisfaction with Zoho CRM

We use this Zoho CRM to make it easy to follow up with customers. With all the necessary integrations, we have the possibility to handle very valuable, important information and we can be more precise with clients. It is also important to facilitate the sending of quotes and invoices. Being able to have several departments in a single system is important to think about ways to improve by automating processes.
  • Easy follow-up of email conversations
  • Organize daily tasks with the work team
  • Call scheduling and call log
  • A complete overview of everything related to our clients and prospects
  • The availability of the case module in all versions. For a small company it is useful but the investment is high.
  • Although web forms are easy to implement, it is not so easy to adapt them to web design.
  • I would like the LinkedIn social network to be included
  • Compared to the market options, the price is very affordable in both plans, monthly or annual
  • Setup is easy. Practically when you register you already have almost everything you need
  • Integrating other Zoho applications makes this CRM quite powerful
You can start using Zoho CRM without any knowledge. You can configure everything you need practically by following the instructions. If you face a difficulty along the way, you can call or write and they will assist you as soon as possible. You can try advanced versions of the product before making a decision.
Automating customer follow-up is important to achieve positive impact. Thanks to the workflow rules we can know the inactivity time that our client maintains and this allows us to be able to send him an email so that he knows that we have him in mind. Similarly for inactive customers.

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

Aside from letting you get to know your customer better, Zoho CRM is great for organizing the applications running in the business. Something that Zoho CRM did not do well was that it was focused on larger companies, but it has already been solved with Zoho Bigin. Maintaining an integration between both CRMs is excellent for more options.

Zoho CRM Feature Ratings

10.0
Customer data management / contact management
10
Workflow management
10
Opportunity management
10
Quote & order management
10
Interaction tracking
10
Channel / partner relationship management
10
10.0
Case management
10
10.0
Lead management
10
Email marketing
10
10.0
Task management
10
Billing and invoicing management
10
Reporting
10
CRM Reporting & Analytics ()
Not Rated
10.0
Custom fields
10
10.0
Role-based user permissions
10
Single sign-on capability
10
10.0
Social data
10
Social engagement
10
10.0
Marketing automation
10
Compensation management
10
10.0
Mobile access
10