Unlocking Efficiency and Growth: Zoho CRM
Updated October 25, 2023

Unlocking Efficiency and Growth: Zoho CRM

Vishal Sharma | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Enterprise

Overall Satisfaction with Zoho CRM

Good Application for Tracking of sales and Deals. Easy to create workflows, Email Templates ,Blueprint. First we were maintaining details of our customer in Excel sheets. With passing of days we lost touch with our client. This result in leaving of our customer to new vendor. With Zoho CRM not only we kept details of our customer but i can categorize them, schedule notifications, always updated on my customer activity.
  • Email Templates
  • You can integrate whatsapp directly without any third party vendor.
  • You can create workflows simply by low code functions.
  • Customize whole CRM according to your needs
  • Only 2 subform are provided in Enterprise edition. Need more
  • Some improvement need to be made on creating function
  • Export pdf option need to be made for every module. Right now it is available for inventory.
  • Our team interaction increases with our customers.
  • I can get clear picture of Status of my customers in form of reports. Help me to plan and take decision.
  • Help me to increase my sales
It is very flexible. You can make custom modules, fields and templates as per your business requirement.
You can send campaign templates to customer. You can track customer status and work on customers who likely to leave or planning to leave. Calls you track, check the recording, schedule your meeting with the customer and much more

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

For Sales, Call center it is well suited. It is mostly well suited for small business who want to switch to crm rather then excel. It is money efficient. It is not that much appropriate for factories, production and Engineering companies. Lots of customization need to be made for these companies.

Zoho CRM Feature Ratings

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