Best CRM Tool
June 09, 2022

Best CRM Tool

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

Software Version

Professional

Overall Satisfaction with Zoho CRM

With the help of Zoho CRM number of problem got sorted like
- Contacts Management
- Communication Channels (you can send emails to your contacts from CRM)
- Email Marketing (can send bulk mail and customize email templates)
- Deal Management (Provide up to date information, with pipeline we can track the progress)
- Task Management (can customize task with reminder also)
- Work flow Automation (Triggered events - task creation, Email notification)

Pros

  • Email marketing (with this can email in bulk and customize the email templates).
  • Deal management (best feature of Zoho - easily we can track the progress).
  • Task management (managing tasks in Zoho quite easy and we can send a reminder for a particular task).

Cons

  • Zoho has to work on performance when user has slow internet.
  • Once the user is back to a stable network CRM should auto-update, currently we have to close and restart the CRM.

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 is going great and I like a few features the most:
  • Deal management.
  • Task management.
  • Reporting.
  • Workflow automation.
These are the areas which I feel wow, these are perfect.

Zoho CRM Feature Ratings

7.7
Customer data management / contact management
8
Workflow management
8
Territory management
6
Opportunity management
7
Integration with email client (e.g., Outlook or Gmail)
8
Contract management
8
Quote & order management
9
Interaction tracking
7
Channel / partner relationship management
8
7.7
Case management
7
Call center management
8
Help desk management
8
7.5
Lead management
7
Email marketing
8
8.3
Task management
9
Billing and invoicing management
8
Reporting
8
7.7
Forecasting
8
Pipeline visualization
8
Customizable reports
7
7.8
Custom fields
8
Custom objects
8
Scripting environment
8
API for custom integration
7
8.0
Role-based user permissions
8
Single sign-on capability
8
8.0
Social data
8
Social engagement
8
7.0
Marketing automation
7
Compensation management
7
8.0
Mobile access
8

Comments

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