All in one solution that delivers on its premise.
November 25, 2022

All in one solution that delivers on its premise.

Alan Tepfer | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

Professional

Overall Satisfaction with Zoho CRM

We use Zoho CRM for all aspects of managing our client relationships. From marketing, through sales, through delivery, or our services, everything is tracked, organized, analyzed, and stored in Zoho CRM. We needed a solution that allowed for tracking, analyzing, and reporting from "step 1" all the way through our client's journey and kept everything client-related sorted and associated correctly. Zoho CRM has been that solution for us.

Pros

  • Quick and easy setup.
  • Great analytics and reporting.
  • Budget friendly.
  • Fast and seamless integration with the entire suite of Zoho products and services.

Cons

  • Automation is not that user friendly.
  • Speed (in terms of refreshing after actions or completed) is somewhat slow.
  • Customization is somewhat limited and not that intuitive.
There is a significant amount of customization and automation options, along with powerful analytics and reporting tools. It is not that user-friendly to figure it all out, and there is somewhat of a lack of tutorials and guides provided by Zoho to help guide one through the steps.
Zoho has enabled us to shorten our response times to leads and be more responsive to client communication. When customers are answered faster, and the one doing the answering has all of the client data and information on hand, the end result tends to be happier clients that are happier to stick around with us.
  • Reduced overall sales (start to end of sales cycle) by 20%.
  • Reduced client drop off ("lost clients") by 15%.

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

Zoho CRM is well suited as one solution and works best (in my opinion) if you are committed to the Zoho suite of products with which it integrates seamlessly. If there are other solutions being used for some or all of the functionality provided by Zoho CRM, there is likely to be redundancy, and there may be issues with integration.

Zoho CRM Feature Ratings

8.7
Customer data management / contact management
7
Workflow management
8
Territory management
9
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
9
Contract management
9
Quote & order management
9
Interaction tracking
9
Channel / partner relationship management
9
8.0
Case management
8
Call center management
8
Help desk management
8
9.0
Lead management
9
Email marketing
9
8.3
Task management
8
Billing and invoicing management
8
Reporting
9
8.7
Forecasting
8
Pipeline visualization
8
Customizable reports
10
7.3
Custom fields
7
Custom objects
7
Scripting environment
7
API for custom integration
8
8.0
Role-based user permissions
8
Single sign-on capability
8
7.0
Social data
7
Social engagement
7
8.0
Marketing automation
8
Compensation management
8
9.0
Mobile access
9

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