Zoho CRM: Useful from day one and easy to expand.
November 28, 2022

Zoho CRM: Useful from day one and easy to expand.

Angel Monjarás | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Enterprise

Overall Satisfaction with Zoho CRM

Tracking deals across their whole lifecycle. Addresses the deal visibility problems we previously had. Being able to see what everyone is doing also provides a healthy competitive environment. I have added some new fields and workflows to suit our specific needs.

Pros

  • Custom fields and formulas.
  • Easy to design custom reports.
  • Nice analytics complement with visualizations.

Cons

  • Advanced rules dependent on field values.
My experience with Zift is that it is cumbersome and hard to use. Also, response time is poor, at least in the implementation I used. I did not select Zoho, but I am pleased with it.

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

The default configuration has been useful from day one. It is easy to learn, and that facilitated rapid adoption. With a little effort, custom fields and formulas can be added to suit particular needs. It is also easy to define custom views and filters, which are "remembered" and available the next time you log on.

Zoho CRM Feature Ratings

7.8
Customer data management / contact management
7
Workflow management
7
Territory management
Not Rated
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
Not Rated
Contract management
Not Rated
Quote & order management
Not Rated
Interaction tracking
7
Channel / partner relationship management
Not Rated
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
Not Rated
Lead management
Not Rated
Email marketing
Not Rated
Not Rated
Task management
Not Rated
Billing and invoicing management
Not Rated
Reporting
Not Rated
9.0
Forecasting
Not Rated
Pipeline visualization
9
Customizable reports
9
8.5
Custom fields
9
Custom objects
8
Scripting environment
Not Rated
API for custom integration
Not Rated
9.0
Role-based user permissions
9
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
9.0
Mobile access
9

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