Zoho CRM for a Nonprofit
April 03, 2024
Zoho CRM for a Nonprofit
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 Outdated data was a recurring issue, as was inconsistencies in column headings and actual data stored across the years.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.
- Comparative charts
- Workflow automation
- Flexible setup for customization
- 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.
For us, we don't have customers because we're a nonprofit. However, this has made it much easier for us to accurately update our alumni data and keep in touch with our past contacts for years after they took part in a program.
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
Zoho CRM Feature Ratings
Using Zoho CRM
Pros | Cons |
---|---|
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