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Zoho CRM Review
August 29, 2023

Zoho CRM Review

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

Software Version

Enterprise

Overall Satisfaction with Zoho CRM

I use it to keep track of customer records and sales made by new leads. I have had no problems using the tool.
  • Registration and follow-up of leads
  • Synchronization with Calendar
  • Graphic detail of sales
  • customer reporting
  • Update supplier base with an excel file
  • Improvement in the search for created clients
  • Improvement in the synchronization of events or webinar with the calendar
  • We can keep a better control of sales
  • Updating customer records and opportunities
  • Useful tool for sales and marketing
Because it is a very useful and essential tool for companies that use it specifically for the sales and marketing department.
Zoho CRM helps to better control all processes and sales monitoring, helps to optimize resources.

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?

Yes

Zoho CRM is suitable to use for sales record keeping, lead creation and follow-up, everything related to sales and marketing. It is not suitable for other administrative areas such as accounting for example.

Zoho CRM Feature Ratings

9.3
Customer data management / contact management
10
Workflow management
10
Territory management
8
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Quote & order management
10
Interaction tracking
10
Channel / partner relationship management
6
7.5
Case management
7
Help desk management
8
10.0
Lead management
10
Email marketing
10
10.0
Task management
10
Reporting
10
8.5
Forecasting
9
Customizable reports
8
9.3
Custom fields
10
Custom objects
10
Scripting environment
7
API for custom integration
10
10.0
Role-based user permissions
10
Single sign-on capability
10
10.0
Social data
10
Social engagement
10
8.0
Marketing automation
8
Compensation management
8
10.0
Mobile access
10