A great value for money
August 06, 2024

A great value for money

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

Software Version

Enterprise

Overall Satisfaction with Zoho CRM

Zoho CRM is one of the best CRM tools out there. I have personally used a fair few other CRM applications but this one just stands out of the crowd. Zoho CRM helps us in streamlining our business, from all the lead management to exporting data into other applications for more analysis. It has a steep learning curve and does take a while to get quick with it but it is worth it

Pros

  • Keeps track of my chats so I don't forget to follow up
  • Has attractive pricing, better than the competition
  • Easy to learn and use

Cons

  • Not the best UI/UX
  • Could use a better phone application for remote use
  • The ROI is excellent especially when compared to the competitors
  • The application has had a positive impact as the automation features make life much easier
Salesforce CRM would have been my go-to if I had the budget for it. Zoho CRM goes 90% of the way for a much decent price.

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?

I wasn't involved with the implementation phase

Would you buy Zoho CRM again?

Yes

It is well suited for any business customer relationship management work. I would highly recommend it for small businesses with low budgets. They offer high discounts as well and you can find coupons available.
It is a great sales management tool that can also be used for forecasting and analysis.

Zoho CRM Feature Ratings

7.1
Customer data management / contact management
7
Workflow management
7
Territory management
7
Opportunity management
7
Integration with email client (e.g., Outlook or Gmail)
Not Rated
Contract management
7
Quote & order management
8
Interaction tracking
7
Channel / partner relationship management
7
8.0
Case management
Not Rated
Call center management
Not Rated
Help desk management
8
8.0
Lead management
8
Email marketing
Not Rated
7.5
Task management
7
Billing and invoicing management
Not Rated
Reporting
8
8.0
Forecasting
8
Pipeline visualization
8
Customizable reports
8
8.0
Custom fields
8
Custom objects
8
Scripting environment
Not Rated
API for custom integration
Not Rated
8.5
Role-based user permissions
8
Single sign-on capability
9
Not Rated
Social data
Not Rated
Social engagement
Not Rated
8.0
Marketing automation
8
Compensation management
8
4.0
Mobile access
4

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