Review for Zoho CRM
September 05, 2023

Review for Zoho CRM

Aman Sanghvi | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Professional

Overall Satisfaction with Zoho CRM

Zoho will provide the date-wise time tracking so that the client will know how many resources will work on the particular tasks. Zoho will provide information about the different reports of the different users monthly weekly as well as task-based. zoho will helpful to track the details of the different task and developer

Pros

  • Time sheet
  • project Management
  • Resource Allocation

Cons

  • Download Report in PDF Format
  • Calendar view could be betteer
  • Easy Analysis of the Developmment
  • Report management
  • Project Management
Zoho CRM provide the end to eend solution for the end users as well as the zoho users. It provide the solution for the developer, management and billing as well invoice for the clients

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

Well Suited: When you want to analyze a particular task and how much time was taken by the developer then Zoho is required. Also, there should be the proper allocation of the resources in the particular project then Zoho CRM will be useful.

Less Appropriate: When there is a download of the report and automation required then Zoho is not appropriate. For example, if I want each developer report at the end of thee month on my email ID then it is not suitable

Zoho CRM Feature Ratings

7.8
Customer data management / contact management
7
Workflow management
8
Territory management
7
Opportunity management
7
Integration with email client (e.g., Outlook or Gmail)
8
Contract management
8
Quote & order management
7
Interaction tracking
9
Channel / partner relationship management
9
8.3
Case management
8
Call center management
8
Help desk management
9
Not Rated
Lead management
Not Rated
Email marketing
Not Rated
9.0
Task management
9
Billing and invoicing management
9
Reporting
9
8.7
Forecasting
9
Pipeline visualization
8
Customizable reports
9
8.8
Custom fields
9
Custom objects
8
Scripting environment
9
API for custom integration
9
9.5
Role-based user permissions
10
Single sign-on capability
9
9.0
Social data
9
Social engagement
9
8.5
Marketing automation
8
Compensation management
9
Not Rated
Mobile access
Not Rated

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