Great CRM. provides full CRM capabilities to our business.
April 08, 2024

Great CRM. provides full CRM capabilities to our business.

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

Software Version

Enterprise

Overall Satisfaction with Zoho CRM

We are using Zoho CRM as a company-wide CRM tool. We are an international company with head offices in 6 countries. We. use Zoho CRM for our sales, emails, and supply chain. although we for support we have another tool.
  • Sales pipelines
  • integrations
  • custom automations
  • Support from Zoho
  • Support modules
  • Custom object functionality
  • AI functionality
  • Due to great sales pipelines and automation our sales are able to reduce 30% of the time it was taking to close the deals.
  • The adaptability for new team members is been really smooth. it has very friendly interface. Team members are quite fast to get onboard.
  • We were using Salesforce before, The cost compare to that is significant. We have total reduction of 60 % of costs of CRM yearly.
  • Custom object functionality is really limited. we sometimes have to fix related problem outside Zoho CRM.
Zoho CRM is good when it comes to the sales side of business. It is easy to use, and automation and workflows work great. Email marketing is also been great which eventually helps customer relationships. We are really happy so far to use Zoho CRM for sales and email marketing without any major bottlenecks.
Sales cycle is been part so far for us using Zoho CRM. it reduces the time to close on a deal through various automation and alerts for team if there is action needed.
Overall Zoho CRM is great. It might not be the best CRM but if you compare the price difference, i think Zoho CRM does wonders. I ll not line it up in the same position with Salesforce and Hubspot but it is full full-capacity CRM. If they add AI capabilities and add more functionality with custom objects it ll really help businesses to achieve more.

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 is great when it comes to native integrations, most tech-tack companies use Zoho CRM to integrate with them well. Zoho CRM support is very responsive and if you need some custom codes for your functionality they are happy to help. One thing that Zoho CRM is lacking is the use of AI functionality. it is very basic at this time. Most of CRMs area already using AI functionality to help sales teams get a kick start to their work.

Zoho CRM Feature Ratings

Customer data management / contact management
8
Workflow management
8
Territory management
5
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
7
Contract management
3
Quote & order management
5
Interaction tracking
8
Channel / partner relationship management
7
Case management
9
Lead management
8
Email marketing
7
Task management
7
Billing and invoicing management
5
Reporting
7
Forecasting
6
Pipeline visualization
8
Customizable reports
7
Custom fields
8
Custom objects
4
Scripting environment
4
API for custom integration
8
Role-based user permissions
7
Single sign-on capability
9
Social data
5
Social engagement
5
Marketing automation
8
Compensation management
7
Mobile access
8