Efficient and impactful Sales funnel management tool.
December 03, 2022

Efficient and impactful Sales funnel management tool.

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

Software Version

Professional

Overall Satisfaction with Zoho CRM

Wee use Zoho CRM for day to day sales and customer relationship Management activities. We use this for maintaining our sales pipeline and client followupas as well as customer feedback management. This has been a great tool to manage sales funnels efficiently and effectively through out our daily operations. I believe Zoho CRM is effective in maintaining sales funnels.

Pros

  • Lead Management
  • Customer Relationship Management
  • Sales funnel reporting

Cons

  • Reporting
  • Integration with lead magnets
  • Ease of New user understanding of the system.

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

In case of mass lead managment of companies and sales teams Zoho CRM is very effective and if used in tandem with integrated tools such as email and lead magnets can be a powerful option for any companies sales funnel realisation. This tool when used effectively brings efficiency and fluency to work.

Zoho CRM Feature Ratings

7.8
Customer data management / contact management
8
Workflow management
7
Territory management
8
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
9
Contract management
7
Quote & order management
7
Interaction tracking
8
Channel / partner relationship management
8
8.0
Case management
8
Call center management
8
Help desk management
8
9.0
Lead management
9
8.0
Task management
8
Billing and invoicing management
9
Reporting
7
7.0
Forecasting
7
Pipeline visualization
7
Customizable reports
7
7.5
Custom fields
8
Custom objects
8
Scripting environment
7
API for custom integration
7
8.0
Role-based user permissions
8
Single sign-on capability
8
8.0
Social data
8
Social engagement
8
7.5
Marketing automation
7
Compensation management
8
9.0
Mobile access
9

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