Zoho Sales Engine
September 12, 2023

Zoho Sales Engine

Aslin Baro | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

Professional

Overall Satisfaction with Zoho CRM

We are using Zoho CRM for sales team and also marketing team,
Our Accounts team use Zoho CRM to update the payment from the customer
Our operations team use Zoho CRM for operational requirements.
  • Adding the lead and known the source of lead
  • Stage of leads
  • Helps to send customizable mail to customer
  • Easy to create deal for the lead and the task in the Zoho CRM.
  • auto trigger for the customer follow up.
  • Dashboard view
  • Task management pop up
  • Easy for Startup companies
  • ROI is there
  • value for the company having 11 - 50 companies
Zoho CRM has a featuirng of running a mail camapaigns and also helps to send customizable mail to customer
It helps in the customer experience by from the qualified leads and also the closing the deals and it also helps in the customer to remind them for the renewals and upselling the products and services.
For our organizations requirements, Zoho CRM fits for it and pricing to less than other products and it also has all suite plan where accounts team and marketing team use.

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

It is well suited for Sales and Marketing, but it helps our organization to add attachments, especially when it helps the Accounts team add an invoice in the CRM, and also add notes and description of each leads.

Zoho CRM Feature Ratings

Customer data management / contact management
9
Workflow management
8
Territory management
9
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
8
Contract management
8
Quote & order management
9
Interaction tracking
8
Channel / partner relationship management
7
Case management
8
Call center management
7
Help desk management
7
Lead management
8
Email marketing
8
Task management
8
Billing and invoicing management
8
Reporting
7
Forecasting
8
Pipeline visualization
8
Customizable reports
8
Custom fields
7
Custom objects
7
Scripting environment
7
API for custom integration
8
Role-based user permissions
9
Single sign-on capability
10
Social data
8
Social engagement
8
Marketing automation
8
Compensation management
7
Mobile access
9