Zoho Review
November 07, 2022

Zoho Review

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

Professional

Overall Satisfaction with Zoho CRM

I use Zoho CRM on a day to day basis in my company. It is pretty much useful in creating and managing leads regularly along with deals and accounts. I like the way Zoho enriches additional information while creating a lead or an account. Also, reports in Zoho helps track various data on a daily basis. Workflow rules help in automating various automations as well.

Pros

  • Enrichment of additional information of leads and accounts
  • Creation and scheduling of reports
  • Automation of processes using Workflow rules

Cons

  • Integrating CRM forms to be used in Marketing Plus
  • Forecasts module looks a bit complex to maintain
  • Inability to create forecasts with different currencies
  • Territory management should be more easier to work

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?

I wasn't involved with the selection/purchase process

Did implementation of Zoho CRM go as expected?

Yes

Would you buy Zoho CRM again?

Yes

Apollo, Bullhorn ATS & CRM
Scenarios that are well suited are:
1. Usage of reports and creating chart views wherever necessary.
2. Building workflow rules to send important notifications on some major deadlines.
3. Usage of tasks to prioritise
4. Enrichment of additional info regarding leads, contacts or accounts and 5. Tracking website visits by integrating CRM and visits .

Zoho CRM Feature Ratings

8.3
Customer data management / contact management
9
Workflow management
10
Territory management
6
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
9
Contract management
8
Quote & order management
Not Rated
Interaction tracking
8
Channel / partner relationship management
8
8.0
Case management
8
Call center management
8
Help desk management
8
8.0
Lead management
8
Email marketing
8
7.0
Task management
7
Billing and invoicing management
Not Rated
Reporting
7
8.0
Forecasting
7
Pipeline visualization
8
Customizable reports
9
8.0
Custom fields
8
Custom objects
Not Rated
Scripting environment
Not Rated
API for custom integration
Not Rated
8.0
Role-based user permissions
9
Single sign-on capability
7
8.0
Social data
8
Social engagement
8
8.0
Marketing automation
8
Compensation management
Not Rated
Not Rated
Mobile access
Not Rated

Comments

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