Zoho CRM - A suitable option
August 29, 2023

Zoho CRM - A suitable option

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

Software Version

Other

Overall Satisfaction with Zoho CRM

We use Zoho CRM in our business to track and forecast sales pipeline, as well as to record all contact and account information for prospects, customers, and partners. The Zoho CRN product addresses the issue that many, if not all, organizations experience data clutter. It allows us to track historically key performance indicators, in order to make sound business decisions both on a finance, sales, operations, and product front.

Pros

  • Dynamic Search
  • Module Customization
  • Template Creation
  • Role Based Access

Cons

  • Process Automation
  • No-Code Integrations - Deluge script development needed in order to do many basic CRM tasks
  • Lack of Native 3rd Party Integrations
  • Zoho CRM has cut in half the time it would take to derive data via its reporting tool
  • Sharing information within the business is extremely easy and is another time saver
  • Company revenue growth 10-12% YoY due to forecasting models provided by Zoho
While some of these other tools can act as a basic CRM, it has strengths in other areas, like mass email campaigns. Zoho is great for data manipulation and quoting/invoicing. But Zoho strengths are, at the same time lack results in the email marketing component because of its use of its own SMTP server. So what we found was that Zoho may not be best suited to support every aspect of an organization.

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?

I wasn't involved with the implementation phase

Would you buy Zoho CRM again?

No

Zoho CRM would appear to function great for basic CRM functionality. It does well in the customization of record fields and role-based access. However, for more advanced data flows or integrations with other 3rd party applications, it requires a lot of low-code data process builds. Many native integrations, that would be available in Hubspot or Salesforce, just simply isn't available for Zoho, so a lot of additional work needs to be done to integrate.

Zoho CRM Feature Ratings

7.6
Customer data management / contact management
10
Workflow management
8
Territory management
6
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
7
Quote & order management
7
Interaction tracking
4
Channel / partner relationship management
6
4.0
Case management
5
Help desk management
3
8.0
Lead management
9
Email marketing
7
6.3
Task management
6
Billing and invoicing management
5
Reporting
8
7.0
Forecasting
5
Pipeline visualization
8
Customizable reports
8
9.0
Custom fields
10
Custom objects
8
Scripting environment
9
API for custom integration
9
10.0
Role-based user permissions
10
Single sign-on capability
10
2.0
Social data
2
Social engagement
2
5.5
Marketing automation
7
Compensation management
4
9.0
Mobile access
9

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