Zoho is Perfect
September 05, 2023

Zoho is Perfect

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

Software Version

Enterprise

Overall Satisfaction with Zoho CRM

We use Zoho CRM to organize our current deals and input all the information for that specific deal. We also use it to track the deal and see where the current stage is, from intake to closed. Zoho helped our company in being more organized with our client information and also to help other employees be able to view client information easily and answer their questions, without having to reach out to an employee in another department for answers.

Pros

  • Organization
  • Questions and Answers
  • Stage of deal

Cons

  • There have been days when Zoho has been down and it puts a stop to our work day until it is fixed
  • Positive impact because it helps us close our deals faster due to its organization
Zoho is the only product we have used. Our company is fairly new and before purchasing Zoho a few years ago, client files were only saved and looked at through our company server. Because of how great Zoho has been, we have never considered looking for another product because there really is no need

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

I only have experience using it in this specific field of business. I am curious if Zoho can be customized to fit other businesses and how the layout would look. For us, using it to set up a page for every current and past client is very helpful. I cant think of a scenario where it would be less appropriate

Zoho CRM Feature Ratings

7.9
Customer data management / contact management
9
Workflow management
9
Territory management
9
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
1
Contract management
Not Rated
Quote & order management
9
Interaction tracking
9
Channel / partner relationship management
9
9.3
Case management
10
Call center management
9
Help desk management
9
9.0
Lead management
9
Email marketing
9
8.5
Task management
9
Billing and invoicing management
Not Rated
Reporting
8
8.7
Forecasting
8
Pipeline visualization
9
Customizable reports
9
9.0
Custom fields
9
Custom objects
9
Scripting environment
9
API for custom integration
Not Rated
10.0
Role-based user permissions
10
Single sign-on capability
Not Rated
10.0
Social data
10
Social engagement
10
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
Not Rated
Mobile access
Not Rated

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