Small Business Review of Zoho CRM.
November 28, 2022

Small Business Review of Zoho CRM.

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

Software Version

Enterprise

Overall Satisfaction with Zoho CRM

We use Zoho CRM to gather leads, potentials, contacts, etc., which help us organize our partners, customers, and vendors. The mobile app makes it easy for our sales reps to enter data on the road quickly. The Zoho CRM platform plugs in well with the Zoho Suite of applications, including Zoho Desk.
  • Easy to use.
  • Available on multiple platforms (web, mobile, app).
  • Provides integrations for 3rd party apps.
  • Difficult using the merge feature (duplicated records in CRM).
  • Updates take a while to merge between the suite of programs (CRM to Desk).
Allows for a lot of customization to tune the software to best fit your application/business needs. Good data in = good data out.
Puts a pipeline in place to start a business deal from open to close. We don't use this feature a whole lot, but it is in place and built-in.
  • Centralized place to store records.
  • Need to utilize the entire Zoho Suite of products to really gain big benefits.
Zoho is a much more inexpensive solution compared to Salesforce, yet it provides a lot of the same tools that the leading competitor provides. For us, it came down to the overall value of the product based on the final price to implement and use.

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?

Yes

Would you buy Zoho CRM again?

Yes

Great for small businesses looking to better manage their data points on customer interactions. Would not recommended for very large companies based on my personal experience with the software.

Zoho CRM Feature Ratings

Customer data management / contact management
7
Workflow management
8
Territory management
7
Opportunity management
7
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
5
Quote & order management
5
Interaction tracking
7
Channel / partner relationship management
7
Case management
6
Call center management
5
Help desk management
10
Lead management
9
Email marketing
9
Task management
9
Billing and invoicing management
7
Reporting
9
Forecasting
5
Pipeline visualization
8
Customizable reports
8
Custom fields
10
Custom objects
10
Scripting environment
10
API for custom integration
10
Role-based user permissions
10
Single sign-on capability
10
Social data
8
Social engagement
8
Marketing automation
7
Compensation management
6
Mobile access
10