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Zoho CRM True Review
June 17, 2022

Zoho CRM True Review

Laxmi Narayan | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Enterprise

Overall Satisfaction with Zoho CRM

Customisation, implementations and integration of Zoho application I am looking. Zoho's applications integrate with third-party applications, WhatsApp and SMS. Module and field automation are setup for team. Zoho CRM is fully customizable between other third-party applications and other applications.
  • Sales process.
  • Easy to use.
  • Automation.
  • Easy integration.
  • User interface.
  • Reports.
  • Dashboards.
  • ROI has increased.
  • Low cost.
  • Better service.
We have been using Zoho CRM in our organization for the last two years. Its lead conversion and contact, account module are very useful for the separation of leads. We can easily convert leads into deals for our business process automation. And we can easily create reports and dashboards of that information which we provide to Zoho CRM itself.
On Zoho CRM we can easily set up customer journey automation, according to that we can set up SMS and WhatsApp. Zoho's impact is very useful on our customer experience throughout the entire organization.

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

I integrated Zoho CRM with our payment application which we used for our business. Transaction details are also there by application programming interface integrations. Modules and fields are set up for the sales team for easy-to-use interface. Automation of SMS, WhatsApp and email with API integration for automatic communication sent.

Zoho CRM Feature Ratings

9.0
Customer data management / contact management
10
Workflow management
9
Territory management
9
Opportunity management
7
Integration with email client (e.g., Outlook or Gmail)
9
Contract management
9
Quote & order management
10
Interaction tracking
10
Channel / partner relationship management
8
8.3
Case management
7
Call center management
8
Help desk management
10
9.5
Lead management
9
Email marketing
10
8.3
Task management
8
Billing and invoicing management
9
Reporting
8
8.7
Forecasting
8
Pipeline visualization
9
Customizable reports
9
8.8
Custom fields
10
Custom objects
7
Scripting environment
8
API for custom integration
10
8.5
Role-based user permissions
10
Single sign-on capability
7
8.0
Social data
8
Social engagement
8
8.5
Marketing automation
8
Compensation management
9
8.0
Mobile access
8