Zoho CRM Really Helps Your Business!
August 29, 2023

Zoho CRM Really Helps Your Business!

Robin Sherlock | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Other

Overall Satisfaction with Zoho CRM

Our organization has multiple departments that work as a team. Having the CRM allows us to have a centralized location to input information regarding a case. By having the Zoho CRM, it cuts down on excessive emails and phone calls to get information. And it's great that it can be customized for our constant emerging needs. It's also good that it houses the information for future needs as well. We can always refer back to a customer for information needed for a new case.

Pros

  • Zoho CRM has so much space to capture lots of information.
  • Zoho CRM can be customized for your organization's needs.
  • Zoho CRM is great for running reports to help make business decisions.
  • We love all the different dashboards we can create.

Cons

  • It would be nice if there was a calculator within the program
  • Filters in reports could be better
  • We have bi- weekly meetings based solely on a dashboard created with our highest profitable cases. This keeps those cases on everybody's radar so nothing slips through the cracks.
  • Salespeople can easily see what customers can be contacted again for future business
  • The Zoho CRM helps us keep track of funds spent in progress, so that we don't overspend.

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?

I wasn't involved with the implementation phase

Would you buy Zoho CRM again?

Yes

Zoho CRM is well suited for organizations that have multiple departments all working together on common cases/situations. It's where you can look for almost any question/answer you may have about a particular customer. A wealth of information can be housed in each customer's file. It may not be appropriate for a small company without lots of moving parts to each customer.

Zoho CRM Feature Ratings

9.0
Customer data management / contact management
9
Workflow management
9
Opportunity management
9
Contract management
9
Quote & order management
9
Interaction tracking
9
Channel / partner relationship management
9
9.0
Case management
9
Call center management
9
Help desk management
9
10.0
Lead management
10
Email marketing
Not Rated
9.0
Task management
10
Reporting
8
9.5
Pipeline visualization
10
Customizable reports
9
9.7
Custom fields
10
Custom objects
10
Scripting environment
Not Rated
API for custom integration
9
10.0
Role-based user permissions
10
Single sign-on capability
10
10.0
Social data
10
Social engagement
10
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
9.0
Mobile access
9

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