Zoho CRM: The beginner's CRM
November 29, 2022

Zoho CRM: The beginner's CRM

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

Software Version

Enterprise

Overall Satisfaction with Zoho CRM

We use it heavily for allocation leads to BDRs and they do outbound calling to nurture the lead and then transfer it to BDM post qualification and track all activities from end-to-end in a sales lifecycle

Pros

  • Custom designing of flows
  • Integration with many sales related tools
  • Analytics

Cons

  • Wider integration like Salesforce
  • Better user management if having access to other Zoho apps
Better priced for a firm like us and our workflows

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

For me main items was bulk lead upload and assignment, then re-assignment based on sales stages and lifecycle while tracking everything in one place

Zoho CRM Feature Ratings

7.1
Customer data management / contact management
7
Workflow management
8
Territory management
7
Opportunity management
7
Integration with email client (e.g., Outlook or Gmail)
7
Contract management
7
Quote & order management
7
Interaction tracking
7
Customer Service & Support ()
Not Rated
8.0
Lead management
8
Email marketing
8
8.5
Task management
8
Reporting
9
8.0
Forecasting
8
Pipeline visualization
8
Customizable reports
8
7.7
Custom fields
8
Custom objects
8
API for custom integration
7
8.0
Role-based user permissions
8
Single sign-on capability
8
Social CRM ()
Not Rated
7.0
Marketing automation
7
Compensation management
7
7.0
Mobile access
7

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