Great product!
Updated July 29, 2024

Great product!

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

Software Version

Professional

Overall Satisfaction with Zoho CRM

We currently use it to store customer data like addresses, contact info, meeting notes, etc. We are trying to create a way to run reports for all of our customers and do data analytics.

Pros

  • Does a great job of tracking numbers.
  • Makes all reports easily customizable.
  • Easy to re-assign and assign support tickets.

Cons

  • The support aspect itself has someone to speak with instead of typing back and forth.
  • The reports don't sort by alphabetical order all of the time.
Much better because its user friendly.

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

Any scenario where there is a wide customer base would help for general tracking purposes.

Zoho CRM Feature Ratings

8.3
Customer data management / contact management
10
Workflow management
6
Territory management
7
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
9
Contract management
10
Quote & order management
7
Interaction tracking
8
Channel / partner relationship management
8
Customer Service & Support ()
Not Rated
Marketing Automation ()
Not Rated
10.0
Reporting
10
CRM Reporting & Analytics ()
Not Rated
Customization ()
Not Rated
Security ()
Not Rated
Social CRM ()
Not Rated
6.5
Marketing automation
6
Compensation management
7
Platform ()
Not Rated

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