Item: Zoho CRM
Rating: 9
Author: Jeb Brilliant

Use Cases and Deployment Scope

We use Zoho CRM to keep track of rehab projects, clients and potential clients we work with. It's also just become my white pages. It's been able to keep all the contact info and updates about people and projects in one place.

Pros and Cons

Contact list
Project management
Integrates well to my cellphone
Has helped me get through my daily tasks

The mobile app could be a little more robust
Reminders on my phone don't always work
Onboarding others is sometimes a little difficult

Return on Investment

We've been able to increase productivity by using a cloud based platform over our previous (many years ago now) desktop based platforms.
Having the ability to access all the data on my phone saves me from having to take my computer with me everywhere

Product Scalability

I always want to leave a little room for improvement and growth but Zoho CRM has been a game changer for us. We've been using it for many years and it's allowed us to grow our business and add colleagues into the pool of work we're doing. That's what's been the best flexible part. We can just add someone and they can catch up quickly and without a lot of guidance from me/us.

Zoho Customer Experience

To be honest, I'm a big fan because Zoho CRM is so great but it's a matter of them having lots of products for us to use as well as the customer service to help us get it all working correctly. I have had the best experiences with their people and tell everyone about that. It's bar none the best customer service for any type of similar product available today.

Alternatives Considered

Salesforce.com

To be honest, we really like Zoho CRM but Salesforce was really good as well. It was just too big for us. Salesforce had too many options and too much going on. We couldn't get it all going properly and didn't enjoy using it like we do with Zoho. We also didn't get the same warm feeling with Salesforce as we do with Zoho. We have gotten better customer service with Zoho.

Key Insights

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

Other Software Used

Google Voice, Dialpad Meetings

Likelihood to Recommend

Zoho CRM is the best contact relations manager I've been able to find. It has helped me stay on track with reaching out to my clients and potential clients on a daily basis. That was my biggest problem before and Zoho CRM has been amazing and helping me with it. I get regular reminders and can easily follow up. I also love the ability to share info with my colleagues. We can work together on a task and get it done more quickly then without Zoho CRM.

Zoho CRM is the best friend of anyone running a small or big business

Software Version

Overall Satisfaction with Zoho CRM