A perfectly rounded CRM tool
September 06, 2023

A perfectly rounded CRM tool

Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Software Version

Enterprise

Overall Satisfaction with Zoho CRM

Zoho CRM is used by us to streamline our customer data. It helps us understand and analyse our day-to-day customer data. We like it especially because of how easy it is to use and how easy the learning curve is. It is also very versatile as we never had any issues incorporating and using the data across multiple applications and platform.
  • Zoho CRM has easy data base management for our data
  • Zoho CRM let's us export the data in different extensions to use with other programs
  • It's minimalistic look and easy to use interface is also a very good quality
  • It is an expensive application and could use a little offers or discounts
  • It takes time and feels generally slow and sluggish sometimes
  • The backend and setup require fairly high technical skills in order to do it.
  • Zoho have had a generally positive impact on our business.
  • Cost of ownership is high but it seems to have a huge benefits overall
It is flexible in the sense that we did drop a few features to decrease our overall price. It was obviously a managemet/administratve decision. But it took off a lot of features from our hands which in turn makes the application feel slow and misses a fair few features
It is majorly used by the sales people in our organization so this question seems invalid as no user interacts with the product directly

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?

I wasn't involved with the selection/purchase process

Did implementation of Zoho CRM go as expected?

I wasn't involved with the implementation phase

Would you buy Zoho CRM again?

Yes

In my case, while working as a sales operations analyst. It is one of the best tools to have in my arsenal. I don't regret learning it as it is fairly future proof and I believe it is here to stay. For any sales or buisness needs Zoho CRM is highly recommended.

Zoho CRM Feature Ratings

Customer data management / contact management
9
Workflow management
6
Territory management
8
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
9
Contract management
8
Quote & order management
8
Interaction tracking
8
Channel / partner relationship management
8
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
Lead management
7
Email marketing
8
Task management
7
Billing and invoicing management
8
Reporting
7
Forecasting
7
Pipeline visualization
8
Customizable reports
8
Custom fields
7
Custom objects
7
Scripting environment
Not Rated
API for custom integration
Not Rated
Role-based user permissions
9
Single sign-on capability
8
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Marketing automation
9
Compensation management
9
Not Rated
Mobile access
Not Rated