Zoho CRM integrates with all your platforms seamlessly
Updated August 21, 2024

Zoho CRM integrates with all your platforms seamlessly

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

Software Version

Enterprise

Overall Satisfaction with Zoho CRM

We used Zoho CRM as our database for customer interactions and upcoming tasks for construction projects. Zoho CRM has allowed us to work remotely when it is needed most. There are hundreds of apps that can integrate to work with Zoho CRM- which is really helpful. The customization of dashboards is really neat because it allows the individual user to focus on what is most important to them.

Pros

  • Works with other programs seamlessly
  • easy customization
  • gives real time updates
  • can run analytical reports

Cons

  • Making all features available to everyone without paying more
  • data and file storage is low
  • everything costs money
  • faster turn around times
  • quicker responses
Zoho CRM is similar to Salesforce in that it integrates well with other platforms. Zoho CRM has a lot more features available and is newer than Salesforce, so it seems like it has better features than Salesforce did. We selected Zoho CRM for the robust options they had available to use throughout the platform which allows us to better serve our 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?

I wasn't involved with the selection/purchase process

Did implementation of Zoho CRM go as expected?

Yes

Would you buy Zoho CRM again?

Yes

Zoho CRM allows users from anywhere to get real-time updates on projects they are associated with. From the sales rep to the operations manager - you can see where the project is at in the process at any time. The biggest problem I have had is customer support. You have to pay to talk to someone outside regular business hours.

Zoho CRM Feature Ratings

8.9
Customer data management / contact management
9
Workflow management
9
Territory management
Not Rated
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
9
Contract management
9
Quote & order management
7
Interaction tracking
9
Channel / partner relationship management
10
1.0
Case management
1
Call center management
1
Help desk management
1
Not Rated
Lead management
Not Rated
Email marketing
Not Rated
9.7
Task management
10
Billing and invoicing management
9
Reporting
10
9.0
Forecasting
7
Pipeline visualization
10
Customizable reports
10
9.3
Custom fields
10
Custom objects
8
Scripting environment
Not Rated
API for custom integration
10
9.5
Role-based user permissions
9
Single sign-on capability
10
Not Rated
Social data
Not Rated
Social engagement
Not Rated
1.0
Marketing automation
Not Rated
Compensation management
1
9.0
Mobile access
9

Using Zoho CRM

4 - The owner, operations manager, interconnections and field service. We all use this as our CRM and keep all customer documents and statuses in there. We communicate with each other through the portal and can check for updates as needed. The owner uses it for revenue purposes to keep track of expenses and income. I use it to update statuses.
2 - You would need to know how to use the portal, how to edit it and how to move it along to the next stage of the project. One should be able to use the portal to gather insight into where the project stands. It doesn't take too much knowledge to navigate the portal.
  • provide updates on projects
  • communication
  • keeping track of project status
  • We can use it to communicate with the customer
  • There is a chat feature to communicate within our organization
  • We all work remotely, so it helps keep us in touch
  • Analytics for future streamlining
  • provide feedback about timelines and issues that arrise
  • Keeping track of services needed
The program could be better. It is not super intuitive, however, it does do everything we need it to at this time. It has kept the business flow moving and has allowed remote workers to work with each other and not run into too many problems. We are able to communicate with customers via the portal.

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