Good Product that we do not use to its fullest potential
November 22, 2022

Good Product that we do not use to its fullest potential

Michael Tebrinke | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Software Version

Enterprise

Overall Satisfaction with Zoho CRM

We use Zoho to manage our customers information, any customer issues (Helpdesk), and to manage new product development through the use of the Projects product.

Pros

  • Manage development through Projects
  • Manage customer information, CRM
  • Manage customer issues through Desk

Cons

  • We need to develop the customer opportunities side of the CRM to a much higher level
Salesforce
Microsoft Project

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?

I wasn't involved with the implementation phase

Would you buy Zoho CRM again?

No

Being able to manage design resources across multiple projects is very helpful. With Zoho we do not have to launch a MS Project Server to accomplish this activity.

On a less useful side, as we currently have the CRM setup, we have a difficult time creating an opportunity view of all current quotes.

Zoho CRM Feature Ratings

6.2
Customer data management / contact management
8
Workflow management
7
Territory management
4
Opportunity management
4
Integration with email client (e.g., Outlook or Gmail)
7
Contract management
7
Quote & order management
Not Rated
Interaction tracking
Not Rated
Channel / partner relationship management
Not Rated
8.0
Case management
8
Call center management
8
Help desk management
8
Not Rated
Lead management
Not Rated
Email marketing
Not Rated
7.5
Task management
7
Billing and invoicing management
Not Rated
Reporting
8
Not Rated
Forecasting
Not Rated
Pipeline visualization
Not Rated
Customizable reports
Not Rated
7.0
Custom fields
7
Custom objects
Not Rated
Scripting environment
Not Rated
API for custom integration
Not Rated
8.0
Role-based user permissions
8
Single sign-on capability
8
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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