Zoho Review
November 07, 2022
Zoho Review
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.
- Enrichment of additional information of leads and accounts
- Creation and scheduling of reports
- Automation of processes using Workflow rules
- 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
- Positive impact on visitor tracking
- Positive impact on additional enrichment
- Positive impact from a time saving view with automations
Zoho is very helpful when it comes to improving customer relations. This is because of Zoho's ability to generate automated reports and task alerts when a contract ends with a customer. Zoho has the ability to sync outlook with CRM which in turn becomes easier to maintain email inbox and track what happened.
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