Great for Small Businesses
November 22, 2022

Great for Small Businesses

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Professional

Overall Satisfaction with Zoho CRM

We use Zoho CRM for both account management and recruiting for different healthcare positions in the Home Health field. We have multiple users at our location working on building our clientele base to ensure future prospective clients including those past interested in our services. During the pandemic we found ourselves in need of more staff, so we began to build a data base with people who have applied or expressed interest in our positions. It has help us build a strong staff over the three years of using Zoho.

Pros

  • User Friendly
  • Modern, simple design
  • Customization

Cons

  • Report details need more options when pulling any type of report
  • Custom emails need to have a bit more options
  • Ability to send more than 500 emails at a time
Overall Zoho does everything we need except for a few things. We wish we could send more than 500 emails at a time. Plus we would also like to see more customization to the reports. There is not much we can choose from and there is important information that we need.
We have been able to retain our staff for longer periods of time using Zoho. The Home Health industry can be a revolving door but we have found using the platform has helped us keep in contact with everyone with ease. For our clients we haver seen an uptick in communication which has been very helpful as well.
  • Gaining new employees
  • Keeping up communication with current employees
  • Built relationships with new businesses
We like Campaigns but due to our corporate office they will not let us use that platform. But luckily Zoho CRM has most of everything we need to be successful with our marketing and sales team. Maybe in the future we will revisit campaigns but until then we are happy with where we are at.

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

Zipwhip, Indeed Ads (Sponsored Jobs), Canva
Sending out emails from Zoho CRM has been very helpful with keeping up with our small database. It also let us keep track with reporting on who our emails are going out too and which ones are bouncing back. The notes section has helped our sales people in keeping track of contacts and last spoken too.

Zoho CRM Feature Ratings

Customer data management / contact management
10
Workflow management
Not Rated
Territory management
Not Rated
Opportunity management
Not Rated
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
Not Rated
Quote & order management
Not Rated
Interaction tracking
Not Rated
Channel / partner relationship management
10
Case management
Not Rated
Call center management
10
Help desk management
10
Lead management
10
Email marketing
10
Task management
10
Billing and invoicing management
Not Rated
Reporting
Not Rated
Forecasting
Not Rated
Pipeline visualization
Not Rated
Customizable reports
8
Custom fields
10
Custom objects
10
Scripting environment
Not Rated
API for custom integration
10
Role-based user permissions
10
Single sign-on capability
10
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Marketing automation
10
Compensation management
Not Rated
Mobile access
10

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