Rich in functionality, loads of integrations
November 09, 2022

Rich in functionality, loads of integrations

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

Software Version

Professional

Overall Satisfaction with Zoho CRM

We used Zoho CRM, one of the most used software from Zoho One pool. The best part of this CRM is the integration of other Zoho tools, so it's pretty easy to add things when necessary. It also has a feature to design the whole framework, so you can simplify the work process. We used most of the tools like billing, projects, social etc. so it's easy to add our latest projects and marketing decks from our repository while giving a presentation to any customers, or if someone asks for a sample it's too easy to forward it the same. Zoho CRM will give you a wide range of functionality and freedom. You have to edit it as per your choice.

Pros

  • Improves interaction with customers
  • Helps to create framework to make things easy for sales rep
  • API support, easy to integrate other tools to share data

Cons

  • Had a lot of issues while creating the framework, it would be awesome if they can share some pre-insights to improve the procedures.
  • Improvement of UI/UX
  • More API options
I have already quoted these competitors, Zoho provides a wide range of functionality that most the CRMs don't. So take advantage of those, now that perspective too many options are not a good thing as well, so trim it out as per your organization standard. I will give more commendation to Jira cause they have much more polished products with less functionality, but that works for 99% of the orgs.

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

Of most of the CRM I have used, this is one of the best in the market in comparison to functionality and API integrations. I have used Jira, Sugar, and Empluse but Zoho is something best in the market and everyone should consider it at least once. In addition, it also offers other tools to improve the workflow, but all of them not up to the mark but get's the work done.

Zoho CRM Feature Ratings

8.3
Customer data management / contact management
9
Workflow management
9
Territory management
Not Rated
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
8
Contract management
8
Quote & order management
8
Interaction tracking
8
Channel / partner relationship management
8
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
9.0
Lead management
9
Email marketing
Not Rated
8.0
Task management
8
Billing and invoicing management
8
Reporting
8
8.0
Forecasting
8
Pipeline visualization
8
Customizable reports
8
Not Rated
Custom fields
Not Rated
Custom objects
Not Rated
Scripting environment
Not Rated
API for custom integration
Not Rated
Not Rated
Role-based user permissions
Not Rated
Single sign-on capability
Not Rated
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
Not Rated
Mobile access
Not Rated

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