Wanna Grow Sales? You Need CRM!
September 06, 2023

Wanna Grow Sales? You Need CRM!

Anonymous | TrustRadius Reviewer
Score 5 out of 10
Vetted Review
Verified User

Software Version

Professional

Overall Satisfaction with Zoho CRM

We use Zoho for a variety of tasks like to keep our database of leads updated. Also to send emails. Mainly, we use it to as our sales pipeline. This helps us understand how many warm leads we have, how many are super interested that we can potentially close in the next quarter or so.

  • Easy to use
  • Affordable
  • Scalable
  • UI
  • Design
  • Customer Service
  • Email Marketing
  • It's cheap so ROI is good that way
Email marketing funtion isn't that good on Zoho CRM. I have had issues uploading contacts and sending mass emails. Email testing also isn't that user friendly and not to mention I realized the email deliverability isn't that great either after comparing with some other platforms out there. Yes the other platforms were a little expensive but for sure a lot more scalable.
I think its good because it's affordable. If you compare with some other big names, cost can become a slight issue. But don't like their customer support a lot. Don't like their email marketing features. Cannot send personalized cold emails at scale. It's for sure not for cold emails in my opinion.
Zoho is cheaper and simpler but not that efficient as compare to HubSpot CRM. I think HubSpot has 100 more features than Zoho.
Email deliverability is also better on HubSpot in my experience. I think but it does the job though. It all depends on what you want to do.

Do you think Zoho CRM delivers good value for the price?

Not sure

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?

No

Would you buy Zoho CRM again?

Yes

If you are on a budget, Zoho is probably one of the most affordable CRMs out there.

But if you want to really scale and have a huge database, I think it's not for that.

Especially with marketing campaigns, it has tons of room for improvement.

Also, email deliverability with email marketing campaigns is an issue.

Zoho CRM Feature Ratings

Customer data management / contact management
5
Workflow management
2
Territory management
7
Opportunity management
5
Integration with email client (e.g., Outlook or Gmail)
2
Contract management
8
Quote & order management
2
Interaction tracking
1
Channel / partner relationship management
7
Case management
1
Call center management
3
Help desk management
6
Lead management
1
Email marketing
5
Task management
3
Billing and invoicing management
3
Reporting
5
Forecasting
3
Pipeline visualization
5
Customizable reports
3
Custom fields
6
Custom objects
2
Scripting environment
6
API for custom integration
3
Role-based user permissions
5
Single sign-on capability
6
Social data
5
Social engagement
7
Marketing automation
1
Compensation management
1
Mobile access
1