Why I've continued to choose Zoho at multiple organizations for over 14 years
June 17, 2022

Why I've continued to choose Zoho at multiple organizations for over 14 years

Joseph Wilkins | TrustRadius Reviewer
Score 10 out of 10
Vetted Review

Software Version

Professional

Overall Satisfaction with Zoho CRM

We use Zoho CRM for day to day sales and marketing efforts. We organize phone and email marketing plans within Zoho and then execute them within Zoho as well using different plug ins.
  • Importing Data
  • Exporting Data
  • Custom Page Layout Modifications
  • Custom Field Layout Modifications
  • Creating Dashboards
  • Integration with various phone software.
  • Creating better visibility for active campaigns.
  • Make it simpler to modify pages and fields within the page module.
  • Within the first 3 months, we saw a 75% growth in accounts won compared to the previous 3 months prior to implementing Zoho.
The sales process from lead to deal/opportunity to account is seamless. It works as it should.
We're able to mass email market through Zoho CRM some important updates to customers without additional costs to the business.
We felt that with everything considered, that Zoho CRM, provided the most value for the cost.

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

Zoho is perfectively suited for small to medium-sized sales and marketing companies that aren't dealing with HIPPA or PCI data.

Zoho CRM Feature Ratings

Customer data management / contact management
3
Workflow management
9
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
7
Contract management
8
Quote & order management
8
Interaction tracking
8
Channel / partner relationship management
9
Case management
8
Call center management
5
Help desk management
8
Lead management
8
Email marketing
9
Task management
8
Billing and invoicing management
7
Reporting
6
Forecasting
6
Pipeline visualization
6
Customizable reports
7
Custom fields
10
Custom objects
9
Scripting environment
9
API for custom integration
10
Role-based user permissions
10
Single sign-on capability
10
Social data
10
Social engagement
10
Marketing automation
10
Compensation management
9
Mobile access
10