Zoho answers the call for CRMS that are affordable and easy to use
September 07, 2023

Zoho answers the call for CRMS that are affordable and easy to use

Lisa Parshan | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Other

Overall Satisfaction with Zoho CRM

Our company sells SERVICES. We have customers that find our website by search terms. Once a customer fills out a form on our site, it starts the process, using a CRM
1. Email response with a personal questionnaire
2. Reviewing responses
Then, the CRM really starts - if the person doesn't respond to the questionnare --> follow up
If the person answers the CRM - they start the flow of selling our services.

Pros

  • Setting up flows, based on customer responses
  • access to customer details so that campaigns can be targeted
  • contact information

Cons

  • our team found it very challenging to integrate directly to our wordpress site
  • while there may be a way to integrate to the SMS system, we have not discovered how a sales rep would be able to get an sms when customers leave their contact info (not through the app)
  • we have one team member who still works with outlook calendar. it was easy to integrate with google calendar, but a second calendar, depending upon the user
  • because we are new to the CRM world, we wanted a product that was reasonably priced, yet had the features we were looking for
  • we have found a much higher customer engagement rate and ROI
  • we used to "lose" customers in our makeshift process. Now, all customers are being attended to.
We selected ZOHO over the above - specifically Salesforce - initially because of the price. Secondly, we do not have the technical expertise and budget to do a lot of customization at this time. So, we needed a product that had a good user interface, and that was flexible and intuitive enough for non-programmers.

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

We searched different CRM platforms and noticed that ZOHO was well-priced, but some reviews said it didn't support forms well. IN our case, we already had forms on our wp site, so we did not need to use that aspect. instead, we used an integrator, so I don't have a review on that aspect of the CRM as we're not using that feature. This works for our company, so we are not using the standard automation with zoho forms.

Zoho CRM Feature Ratings

10.0
Customer data management / contact management
10
Workflow management
10
Territory management
Not Rated
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
10
Quote & order management
10
Interaction tracking
10
Channel / partner relationship management
Not Rated
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
10.0
Lead management
10
Email marketing
10
Not Rated
Task management
Not Rated
Billing and invoicing management
Not Rated
Reporting
Not Rated
10.0
Forecasting
10
Pipeline visualization
10
Customizable reports
10
10.0
Custom fields
10
Custom objects
10
Scripting environment
10
API for custom integration
10
10.0
Role-based user permissions
10
Single sign-on capability
10
Not Rated
Social data
Not Rated
Social engagement
Not Rated
10.0
Marketing automation
10
Compensation management
Not Rated
4.0
Mobile access
4

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