CRM channel with high efficiency that provides great workflow
August 11, 2022

CRM channel with high efficiency that provides great workflow

Finn James | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Enterprise

Overall Satisfaction with Zoho CRM

I use this software in order to improve the CRM based on the sales of the company, in addition, it helps me to manage and administer the information of each one of them. On the other hand, it facilitates the acquisition of clients and increases its flow, Zoho CRM is my solution for the management of the relations with the clients of the company, and we have improved in the relation and link between the three basic areas: the commercial management, marketing and after-sales service or customer service. Lastly, it's easy to use, has essential tools, and helps you improve professionally.

Pros

  • Improves the company's communication with customers.
  • The daily tasks that we have with potential clients are prioritized and are carried out quickly and efficiently so that the sale does not fall.
  • I can do other extra activities like calling and recording videos with clients, this is very innovative in this area.

Cons

  • There are tools that I think are interesting but you have to buy them.
  • There are not many applications and platforms with which you can migrate your database.
Freshworks CRM has many problems when using it, its ability to integrate with other platforms is very low, the support team is unresponsive, and its administration does not mesh well with our type of business. On the other hand, Zoho CRM is easier to use and has very powerful tools that allow you to improve your business.

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

This software has helped me to improve the relationship with clients and increase its flow, this allows the company to increase its capital and continue investing towards a better future, then, if I have achieved great and important benefits with the use of Zoho CRM so I would already consider this software highly recommended.

Zoho CRM Feature Ratings

8.7
Customer data management / contact management
9
Workflow management
8
Territory management
9
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
9
Contract management
8
Quote & order management
9
Interaction tracking
8
Channel / partner relationship management
8
8.7
Case management
9
Call center management
8
Help desk management
9
10.0
Lead management
10
Email marketing
10
9.3
Task management
10
Billing and invoicing management
10
Reporting
8
9.3
Forecasting
9
Pipeline visualization
10
Customizable reports
9
8.3
Custom fields
8
Custom objects
8
Scripting environment
8
API for custom integration
9
9.0
Role-based user permissions
8
Single sign-on capability
10
9.5
Social data
10
Social engagement
9
9.0
Marketing automation
9
Compensation management
9
10.0
Mobile access
10

Comments

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