Item: Zoho CRM
Rating: 10
Author: Verified User

Use Cases and Deployment Scope

Zoho CRM is pretty much the core of our business. We have all the key information there. Some of our business problems are that we didn't have a way to future use with our customers until we found Zoho. Now we are happy to work with a tool that helps us bring the best of our company into a single source of truth.

Pros and Cons

Organized information
Amazing personalization capabilities
Great workflow rules

Their support is too bad from my experience
They can personalize the software a little bit more
There are key apps we use that can't be integrated with Zoho.

Return on Investment

Save us time and frustration
Save us money
Helped us with ROI

Product Scalability

It's great to have a tool that can be connected to our site and personalized forms. We can track our leads in real-time and be on top of them. However, they have a ton of bugs when you need support. So if you are having issues with those personalized forms, even when you show them that there is no error there, Zoho tells you to contact the vendor.

Zoho Customer Experience

Customer retention is really good, you can schedule tasks and emails to be on top of your current clients. However, sometimes those emails land in the SPAM folder and you lose some money and effort. On the other hand, task management is really good, because you can contact the customer when needed and you can drive some sales.

Alternatives Considered

Zoho Analytics, Zoho Books and Zoho Contracts

To be honest this tool was already implemented at the company when I started with them. But what I can tell, is that I've worked with multiple CRM tools in the past and Zoho is the best one. It's a piece of cake to work with the tool, it's really flexible, the learning curve is short, and you can derive multiple benefits from the tool.

Key Insights

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

Other Software Used

ActiveCampaign, Contract Collector, RingCentral Contact Center

Likelihood to Recommend

If you are running a campaign to revive old of former customers, it's great to have Zoho, because it allows your company to create filters and send automated emails to key customers. If you are planning to personalize your system according to your needs with multiple formulas, please consider to have a Zoho partner since the support provide by the team, even when you have premium support is terrible in my opinion.

Zoho CRM Piece of Cake

Software Version

Overall Satisfaction with Zoho CRM