powerhouse product, tough to set up
June 30, 2022

powerhouse product, tough to set up

Allen Eshmoili | TrustRadius Reviewer
Score 5 out of 10
Vetted Review
Verified User

Software Version

Professional

Overall Satisfaction with Zoho CRM

I was looking for something to simplify my communication with leads and clients. I found Zoho CRM to be a very powerful piece of software, but it has its limitations, yet it's features are quite unmatched. it ties into all the other zoho pieces of software which makes a nice seamless system
  • track leads
  • communicate place inthe sales funnel
  • everything is at the tip of your fingers
  • too many features, very gard to get started
  • overwhelming for a single owner startup
  • may need an implementor, which is costly, to help
  • from my experience, i didnt take the implementation far enough to realize an ROI, probably negative for all the time i spent researching and trying to set it up
i can see how powerful it is which all its customization abilities but its way too big for a busy solopreneur to start up and setup and manage in a short amount of time
ActiveCampaign is easier to start with a scale up, I did it on my own without a consultant and enjoy using it everyday now.

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?

No

its very powerful but pretty much a full time position to setit up right, customize and and integrate it with all your systems. i reached out to consultants to help but it was too costly for a small startup and so I abandoned the project and move to a different CRM. they were also playing with their pricing structure at the time and the cost was quite low before, but now its pretty high if you get a license for everyone don't he company.

Zoho CRM Feature Ratings

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