Zoho for Zoho.
November 28, 2022

Zoho for Zoho.

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

Software Version

Other

Overall Satisfaction with Zoho CRM

Implemented Zoho CRM for our sales, finance, and operations departments. It gives a central repository for all of our client data for our operations team. Zoho helped streamline our inter-department communication, specifically when it comes to onboarding new clients from sales.

Pros

  • Management of client information.
  • Easy to deploy across departments.
  • Integrates best with other Zoho products.

Cons

  • UI is not very intuitive.
  • A bit difficult to learn.

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 helps particularly well in the Organization of client information. It makes our inter-department communications more efficient. Integrate well with the Zoho ecosystem.

Zoho CRM Feature Ratings

7.6
Customer data management / contact management
8
Workflow management
8
Territory management
Not Rated
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
8
Contract management
8
Quote & order management
7
Interaction tracking
7
Channel / partner relationship management
7
7.0
Case management
7
Call center management
Not Rated
Help desk management
7
7.0
Lead management
7
Email marketing
7
7.0
Task management
7
Billing and invoicing management
7
Reporting
7
7.0
Forecasting
7
Pipeline visualization
7
Customizable reports
7
7.0
Custom fields
7
Custom objects
7
Scripting environment
Not Rated
API for custom integration
7
7.0
Role-based user permissions
7
Single sign-on capability
7
Not Rated
Social data
Not Rated
Social engagement
Not Rated
7.0
Marketing automation
7
Compensation management
7
7.0
Mobile access
7

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