Item: Zoho CRM
Rating: 5
Author: Verified User

Use Cases and Deployment Scope

We utilize Zoho CRM for contact management and some sales order information. This has addressed our needs for having a contact management system. We also use it for campaign management.

Pros and Cons

Keeps contact information
Allows customization
Associates accounts and contacts

Design and layout are meh
Lacking a lot of features other CRM utilities normally have
User management - Roles, profiles, etc. All of these are pretty bad.

Return on Investment

Easy enough for users to use not spending a ton of time in it
Easy to manage for admins

Product Scalability

It doesn't particularly meet our needs but we didn't vet it out to scale with us.

Zoho Customer Experience

We have used it for managing customers journey, I don't find it to be particularly great at this but it does do it. I don't like how records associate or are linked some of this has to do with UI.

Alternatives Considered

NetSuite ERP and HubSpot CRM

Hubspot and NetSuite are much better solutions in my mind, I've used both and enjoyed both.

Key Insights

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

Yes

Are you happy with Zoho CRM's feature set?

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?

It would honestly depend on the use case, it could be good for small companies I feel like but not scalable for larger emerging companies. I have a hard time recommending Zoho CRM based on my experience with the system though to be fair the selection process was something I wasn't a part of and we didn't vet this solution out for long term.

It's okay

Software Version

Overall Satisfaction with Zoho CRM