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ZOHO CRM - A DECENT CRM TOOL AT A VERY AFFORDABLE COST. IT'S VERY GOOD, BUT NOT BRILLIANT.
March 06, 2023

ZOHO CRM - A DECENT CRM TOOL AT A VERY AFFORDABLE COST. IT'S VERY GOOD, BUT NOT BRILLIANT.

Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Software Version

Professional

Overall Satisfaction with Zoho CRM

Zoho crm is used for all lead management, sales stage funnelling, and customer invoicing.
  • Forecasting is improved
  • Live website lead chat function - can reach out directly to site visitors
  • Customer insight record - shows leads social details for connecting
  • REPORTING DASHBOARD IS LIMITED
  • SYSTEM NOT AS SLICK AS HUBSPOT
  • HAVE TO PAY FOR OTHER ZOHO PRODUCTS, IF TRYING TO BE TOO AMBITIOUS WITH CRM
  • Ease of doing business with customers
  • Great tool for lead conversion
  • Forecasting is improved
ZOHO CRM is great, but it always feels like it's been cobbled together into the system it is today - as opposed to being built to a pre-determined end-goal.
It is a great tool for customer relationship management. It's a very good system to manage leads to customer advocates.
ZOHO CRM is not as good as HubSpot but it is much easier to use than Microsoft Dynamics.

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 crm is great for lead-gen campaigns that attract visitors to website. It also provides functionality to turn this lead into a client. It's an end-2-end system that works well, albeit with some limitations. Zoho crm is not as clean or easy to use as hubspot, but it is so much cheaper.

Zoho CRM Feature Ratings

7.4
Customer data management / contact management
7
Workflow management
7
Territory management
7
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
7
Contract management
8
Quote & order management
8
Interaction tracking
8
Channel / partner relationship management
7
7.0
Case management
7
Call center management
7
Help desk management
7
8.0
Lead management
8
Email marketing
8
6.7
Task management
7
Billing and invoicing management
7
Reporting
6
7.0
Forecasting
7
Pipeline visualization
8
Customizable reports
6
8.0
Custom fields
8
Custom objects
8
Scripting environment
8
API for custom integration
8
7.5
Role-based user permissions
7
Single sign-on capability
8
8.0
Social data
8
Social engagement
8
7.0
Marketing automation
7
Compensation management
7
Not Rated
Mobile access
Not Rated