Boho Zoho - Save Money & Increase Efficiency with this CRM
November 29, 2022

Boho Zoho - Save Money & Increase Efficiency with this CRM

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

Software Version

Professional

Overall Satisfaction with Zoho CRM

Our company uses Zoho CRM to store all of our retailer information - everything from inbound leads to corporate contact information to divisions to store address information to contract information and everything in between. We use it mostly to keep our teams well organized and as a communication tool at the store level. Our operations teams highly benefits from the information stored in our CRM and helps keep everyone accountable for their tasks.

Pros

  • keep our teams organized
  • communicate with our retailer partners
  • efficiently run automations in the background so our team members can focus on larger projects

Cons

  • it isn't the prettiest CRM software so could use some splash of color/more creative customization
  • we're currently unable to bulk upload attachments (like PDFs) this would be a game changer
  • weekly scheduled reports don't always get delivered to our inboxes so it would be great if the the gmail configurations were kept more up to date
Zoho CRM has definitely helped our organization improve relationships with our customers by enabling us to always provide our customers with world-class service, reply quickly to any inquiries or concerns, and share crucial information prior to scheduled deliveries to ensure optimal success. So many customizable features have given us the opportunity to strengthen our brand as an organization and improve overall efficiency.
Our company uses Zoho CRM to communicate with customers and clients. We love using the template feature that allows you to create different email templates (and make those templates be accessible to specific folks on our teams) and integrate with other apps like Zapier to build automations that allow for emails to be automatically sent out - this has saved us sooo much time and resources!!
  • ease of doing business due to being able to store tons of information has a huge value as our CRM contains 150,000+ stores alone
  • cost of ownership is significantly lower compared to other CRMs like SalesForce so its helped us save tons of money as a company while still hit our monthly goals/KPI's
  • establishing workflows has helped us tremendously reduce costs by implementing more automations
I have not used any other CRM other than Zoho so I'm not the best person to compare it to another CRM but overall Zoho is highly customizable so it does allow you to build in functions that are very specific to your company's needs. It also allows you to create tasks and set up specific reminders so that all team member are held accountable for action items with strict deadlines.

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

though it's not the most user-friendly CRM it still gets the job done and really helps keep your company organized. they also make it easy for people to access different types of reporting
it's also helpful for setting up automations - you can link Zoho to other applications like Gmail/G-suite and Slack which helps our team get out of doing busy work to focus on larger projects that take more priority
another really cool feature is being able to connect different modules together so multiple teams can access info where they need it and helps us maintain efficiency as a entire organization

Zoho CRM Feature Ratings

9.3
Customer data management / contact management
10
Workflow management
8
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
8
Contract management
10
Channel / partner relationship management
10
8.0
Case management
8
9.5
Lead management
10
Email marketing
9
9.0
Task management
10
Reporting
8
8.7
Forecasting
8
Pipeline visualization
9
Customizable reports
9
8.7
Custom fields
10
Custom objects
8
Scripting environment
8
10.0
Role-based user permissions
10
Single sign-on capability
10
Social CRM ()
Not Rated
Integrations with 3rd-party Software ()
Not Rated
8.0
Mobile access
8

Comments

More Reviews of Zoho CRM

  1. Home
  2. Customer Relationship Management (CRM) Software
  3. Zoho CRM Reviews
  4. User Review of Zoho CRM