Zoho CRM for a Nonprofit
April 03, 2024

Zoho CRM for a Nonprofit

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

Software Version

Professional

Overall Satisfaction with Zoho CRM

We use Zoho CRM to store contact data for various programs in one place, to quickly pull reports on both qualitative and quantitative metrics, and to streamline processes. Before using the CRM, we had issues around data management and different programs tracking different metrics, all of which were stored in multiple Excel spreadsheets that had to be consistently updated. Outdated data was a recurring issue, as was inconsistencies in column headings and actual data stored across the years. Zoho CRM made it possible to standardize the data we track and to easily create KPIs across the different data subsets.

Pros

  • Comparative charts
  • Workflow automation
  • Flexible setup for customization

Cons

  • Need some way to switch a field type without losing the pre-existing data.
  • The settings controls should be broken out differently - I don't like that I can't keep some users from exporting all contact records (i.e., the entire Contacts module) because if the export function is turned off, the export function of Reports for those same modules is also blocked.
  • Frustrating that only 3 custom lookup fields are allowed per module in our license.
  • Zoho CRM has greatly increased our ability to report on KPIs back to our grant funders in a timely manner.
  • Zoho CRM has ensured that we track data accurately, as we have a flow integration that feeds directly into the Leads module.
  • Zoho CRM instantly compiles reports on participant tracking and contact data that used to take hours of staff time to pull.

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

For customizing a CRM without needing specialist support, Zoho CRM is great.

The admin UI is pretty intuitive and easy to use. Zoho CRM also works great for tracking contact records and relationships to other records. For instance, we run 10+ different programs, and we need to track every contact's relationship to any and all of our programs. Besides the program relationship, we also track organization/employer relationships, host site relationships for interns, team relationships for several of our programs, and we are starting to track grant disbursement as well. Zoho CRM's "joiner modules" handle all of these different connection points fairly well, though the data import process can be a pain.

Zoho CRM Feature Ratings

6.0
Customer data management / contact management
7
Workflow management
6
Territory management
Not Rated
Opportunity management
Not Rated
Integration with email client (e.g., Outlook or Gmail)
3
Contract management
Not Rated
Quote & order management
Not Rated
Interaction tracking
8
Channel / partner relationship management
Not Rated
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
8.0
Lead management
8
Email marketing
Not Rated
Not Rated
Task management
Not Rated
Billing and invoicing management
Not Rated
Reporting
Not Rated
9.0
Forecasting
Not Rated
Pipeline visualization
8
Customizable reports
10
8.3
Custom fields
10
Custom objects
8
Scripting environment
Not Rated
API for custom integration
7
7.0
Role-based user permissions
7
Single sign-on capability
7
Not Rated
Social data
Not Rated
Social engagement
Not Rated
8.0
Marketing automation
8
Compensation management
Not Rated
Not Rated
Mobile access
Not Rated

Using Zoho CRM

ProsCons
Like to use
Relatively simple
Easy to use
Technical support not required
Well integrated
Consistent
Quick to learn
Convenient
Feel confident using
Lots to learn
  • Adding records
  • Automating workflows
  • Combining reports
  • Creating dashboards
  • Integrations involving custom modules
  • Understanding joiner modules
Yes, but I don't use it

Comments

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