Zoho's flexibility and customization allowed our organization to pivot and meet new needs.
June 17, 2022

Zoho's flexibility and customization allowed our organization to pivot and meet new needs.

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Enterprise

Overall Satisfaction with Zoho CRM

We needed a CRM that was fully customizable. Instead of using the CRM to bring in income, we have actually built it to disperse rental assistance in our area. I demoed many products and Zoho came in on top with its customizability and API integrations.

Pros

  • API for moving data in and out
  • User friendliness
  • Flexibility and Customizations

Cons

  • Reporting was lacking for our specific needs however their API made using other solutions possible.
  • Support could be quicker to respond.
  • Documentation around API needs improvement.
Zoho allowed the easiest customization and flexibility that met our needs.

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?

No

Would you buy Zoho CRM again?

Yes

When you need a custom CRM that can be set up fast with integrations into a whole ecosystem of other products that work well together.

Zoho CRM Feature Ratings

Customer data management / contact management
9
Workflow management
6
Territory management
Not Rated
Opportunity management
Not Rated
Integration with email client (e.g., Outlook or Gmail)
5
Contract management
8
Quote & order management
Not Rated
Interaction tracking
8
Channel / partner relationship management
Not Rated
Case management
5
Call center management
Not Rated
Help desk management
Not Rated
Lead management
8
Email marketing
6
Task management
8
Billing and invoicing management
8
Reporting
4
Forecasting
8
Pipeline visualization
7
Customizable reports
4
Custom fields
10
Custom objects
10
Scripting environment
7
API for custom integration
8
Role-based user permissions
9
Single sign-on capability
8
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
Mobile access
8

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