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Zoho for the win!
June 10, 2022

Zoho for the win!

Seth Weiner | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Professional

Overall Satisfaction with Zoho CRM

I use Zoho CRM to manage my contracting and prospecting pipelines.
  • Contact Management
  • Email intigration
  • Manage Deals
  • Mobile App
You get what you put into this, and it allows room for you to customize to your needs.
My customers don't experience Zoho, however, I am able to manage them much better with it!
  • It's been very positive to helping me manage my clients.
  • Very helpful in following up and sending reminders.

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

It is very well suited for managing prospecting new clients and then pipelining them through the entire contract experience. I'd like to better manage how I use it for new events -vs- past events, but that is more a user thing than a software issue.

Zoho CRM Feature Ratings

9.3
Customer data management / contact management
10
Workflow management
10
Territory management
Not Rated
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
7
Contract management
10
Quote & order management
Not Rated
Interaction tracking
8
Channel / partner relationship management
10
10.0
Case management
10
Call center management
10
Help desk management
10
10.0
Lead management
10
Email marketing
10
10.0
Task management
10
Billing and invoicing management
Not Rated
Reporting
10
10.0
Forecasting
Not Rated
Pipeline visualization
10
Customizable reports
10
9.5
Custom fields
10
Custom objects
Not Rated
Scripting environment
Not Rated
API for custom integration
9
10.0
Role-based user permissions
10
Single sign-on capability
10
10.0
Social data
10
Social engagement
10
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
Not Rated
Mobile access
Not Rated