One of the best and flexible CRM specially for marketing campaigns management.
September 01, 2023

One of the best and flexible CRM specially for marketing campaigns management.

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

Software Version

Professional

Overall Satisfaction with Zoho CRM

We use ZOHO CRM for multiple purposes, mainly:-
1. Project Management : We use it as collaborative tool for team, assign work here and keep track of progress and all other normal features.
2. Marketing; lead management: We use to keep tracks of both digital and physical marketing campaigns, ROI of campaign and other related use cases.
  • It is good tool for quick setup of work distribution system
  • It tracks and calculate ROI of campaigns very well
  • It has vast ecosystem and connection with outside apps makes it much more powerfull
  • It provide free credits to startups.
  • It is particularly not good for Agile management.
  • Initial setup is little tedious; however thier support is really good and help you in all sorts of customisations
  • With proper campaign management we started improving ROI on campaigns
  • Management of physical campaigns makes our life easy
I must say, it is very ggod in customisation, almost every thing you can think off is possible here. This is much required if you are integrating with several3rd parties apps.
The pricing of ZOHO is much better as compared to others.

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

Is very powerfull marketing campiagn tracking tool if you integrate it properly with outside apps. I am using it with Mailchimp, Google Ads and survey monkey to get full insights. As mentioned earlier, Zoho CRM teal collaboration tool, it is not meant for Agile management so not suitable for sprints etc. Please note Zoho provides free credit to startups.

Zoho CRM Feature Ratings

Customer data management / contact management
Not Rated
Workflow management
Not Rated
Territory management
Not Rated
Opportunity management
Not Rated
Integration with email client (e.g., Outlook or Gmail)
Not Rated
Contract management
Not Rated
Quote & order management
Not Rated
Interaction tracking
Not Rated
Channel / partner relationship management
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
Lead management
8
Email marketing
6
Task management
7
Billing and invoicing management
8
Reporting
8
Forecasting
Not Rated
Pipeline visualization
Not Rated
Customizable reports
Not Rated
Not Rated
Custom fields
Not Rated
Custom objects
Not Rated
Scripting environment
Not Rated
API for custom integration
Not Rated
Not Rated
Role-based user permissions
Not Rated
Single sign-on capability
Not Rated
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Marketing automation
9
Compensation management
Not Rated
Mobile access
6