Alright for basic CRM functions
August 05, 2024

Alright for basic CRM functions

Anonymous | TrustRadius Reviewer
Score 5 out of 10
Vetted Review
Verified User

Software Version

Professional

Overall Satisfaction with Zoho CRM

We use Zoho CRM as our lead management tool. The call center mainly uses this to contact leads and manage the sales journey. We have it flow in from our ads, website, and from calls.

Pros

  • It easily connected to our other systems such as our website and ads.

Cons

  • They often give us duplicate clients.
  • They will give us leads for people who did not select our products.
  • It has taken a lot of time to train people on it and everyday they spend time trying to figure out problems with the system.
  • Transferring ownership of leads is nice but I wish it would automatically transfer them if the original owner hasn't done anything with them in a certain amount of time.
We have only looked into other CRMs but Zoho is our first one. I think we chose it because of price not necessarily because it was better than any of the other options. It was our first CRM system so we didn't have anything to base it off of.

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

Yes

Are you happy with Zoho CRM's feature set?

No

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?

No

Would you buy Zoho CRM again?

No

I think if they are good for people who need some lead management. I think it's a good idea but it's not the most user friendly and the red-robin feature is not easy to create for a call center if you want clients to go into a certain queue.

Zoho CRM Feature Ratings

Customer data management / contact management
5
Workflow management
6
Opportunity management
5
Quote & order management
4
Interaction tracking
5
Case management
4
Call center management
3
Lead management
4
Task management
5
Reporting
5
Forecasting
4
Pipeline visualization
4
Customizable reports
5
Custom fields
4
Custom objects
5
API for custom integration
5
Role-based user permissions
3
Single sign-on capability
6
Not Rated

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