Zoho CRM Piece of Cake
Updated November 11, 2022

Zoho CRM Piece of Cake

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

Software Version

Enterprise

Overall Satisfaction with Zoho CRM

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

  • Organized information
  • Amazing personalization capabilities
  • Great workflow rules

Cons

  • 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.
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.

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

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 Feature Ratings

8.2
Customer data management / contact management
10
Workflow management
8
Territory management
9
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
9
Contract management
5
Quote & order management
8
Interaction tracking
8
Channel / partner relationship management
8
3.0
Case management
3
Call center management
3
Help desk management
3
10.0
Lead management
10
Email marketing
10
9.3
Task management
9
Billing and invoicing management
9
Reporting
10
6.7
Forecasting
5
Pipeline visualization
5
Customizable reports
10
6.3
Custom fields
8
Custom objects
8
Scripting environment
4
API for custom integration
5
8.0
Role-based user permissions
6
Single sign-on capability
10
7.5
Social data
8
Social engagement
7
8.0
Marketing automation
8
2.0
Mobile access
2

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