Great Lead Management and Lead Acceleration Tool
June 11, 2022

Great Lead Management and Lead Acceleration Tool

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

Professional

Overall Satisfaction with Zoho CRM

We use Zoho CRM for the tracking of leads and sales funnels and also customer relationship management. The tool is great for providing the small insights that are required when you are working with a huge number of leads. We also use it to regulate our follow-ups and lead acceleration activities.
  • Lead management
  • Customer relationship management
  • Email integration
  • Calendar integration
  • Meeting rooms can be made
  • Inter-team correspondences
  • Increased sales teams productivity
  • Improved lead management
  • Increased lead acceleration abilities
The product is very scalable and allows you to add or import leads according to your needs. We have added thousands of leads and data into the system for the management of leads and it has been a very positive experience in terms of scalability. The lead management is also a good portion of the solution.
Zoho has a significant impact on the customers because from the time of generation of the prospect to the time of closing the prospect is entered into the system which allows the customers to be tracked thoroughly by the sales team. The sales team can schedule meetings without customers other meeting conflicts as well.

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 is well suited for lead management, sales funnel development, and sales activities such as follow-up management and meeting management. In terms of integrations, it is also easy to integrate it into other platforms which is a big plus. The inter-team correspondence portion can be improved to suit the sales team even more.

Zoho CRM Feature Ratings

Customer data management / contact management
9
Workflow management
8
Territory management
9
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
9
Contract management
9
Quote & order management
9
Interaction tracking
8
Channel / partner relationship management
9
Case management
8
Call center management
8
Help desk management
8
Lead management
9
Email marketing
7
Task management
8
Billing and invoicing management
8
Reporting
8
Forecasting
7
Pipeline visualization
8
Customizable reports
8
Custom fields
8
Custom objects
8
Scripting environment
8
API for custom integration
9
Role-based user permissions
9
Single sign-on capability
9
Social data
9
Social engagement
8
Marketing automation
9
Compensation management
8
Mobile access
8