The life is easier with Zoho...
August 24, 2022

The life is easier with Zoho...

Onur Gülay | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Other

Overall Satisfaction with Zoho CRM

We use Zoho on CRM and Sales Management of our business process. The useful point is to make easier following up processes and minimize the mistake risks.
  • Self-Improvement
  • Sensitivity about customer requests
  • Innovative
  • Need to improve some of support service processes due to standard quick replies without read and understand exactly.
  • CRM mobile application improvement. It's quite at back of web version
  • Zoho Page Sense platform is available to follow up your website analytics and create a pop up campaigns on website but you can't create automatic lead on your Zoho CRM as connected with Zoho Page Sense pop up campaign. Only way is downloading CSV file to collect your lead... That's quite interesting.
  • Efficiency
  • Workforce Save
  • Complete Data Protection and Management
Some of Zoho platforms are really focused on solution and improve something regularly. But some platforms need to change processes. For example, I would like to create automatic invoice on Zoho Books by fetching some of details of Zoho CRM sales order but I'm waiting the solution for months even though they are connected platforms under the same roof.
Zoho helps following up processes and productive management. This is the best advantage.

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 really innovative and good company which focus on self improvement. We're quite happy to be a part of Zoho and because of add some development values to the system with our requests and recommendations.I just recommend to improve some of support processes. When I have any issue on system, I spare my minutes to text and inform support team via ticket but when I get standard quick reply messages from support team even though they my detailed ticket explanation, I feel they don't read and understand the problem actually. For example, I inform support about something mobile issues, support member is texting to me, do you use mobile app? First of all, they should see some of statics on our customer profile related to our habits and processes and then need to response of ticket... That's the CRM right?

Zoho CRM Feature Ratings

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