Zoho CRM - A fantastic CRM for growing teams.
August 15, 2024

Zoho CRM - A fantastic CRM for growing teams.

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

Software Version

Professional

Overall Satisfaction with Zoho CRM

We have been using Zoho CRM for over a year now. It is used for Customer/sales-related information. It has excellent automation tools built in and does a great job generating reports of our users' activities for us to review. It also integrates into our website and can import data from our primary contact form. They also have a great support team.

Pros

  • Hooks into our website and can import data from forms.
  • Has great automation tools built in.
  • Reporting features are great.
  • Easy to learn, makes it easy for us to onboard new users onto it.
  • Fairly customizable. We have fine tuned it to work the way we need it to.

Cons

  • We sometimes run into performance issues. Its rare though.
  • Zoho's documentation can be overwhelming; I recommend using live support or training videos instead.
  • It is very cost-effective. It has all the features we need at a significantly lower cost than the alternatives.
  • It is also very customizable; we created our own set of objects, etc., based on our workflows.
  • It is easy to integrate into your systems.
We used to use Hubspot before Zoho. I think Hubspot is a great tool and contains a lot of very nice features, but Zoho stacks up quite well against it as it offers most of the same features at a significantly reduced price. We could also migrate our data from Hubspot to Zoho very smoothly. Pricing was our primary motivator, as Zoho costs are a lot less than Hubspot.

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

It's perfect for a small or mid-sized team that needs moderate automation and customization. Their pricing, in particular, suits a small or mid-sized team better than something like Hubspot. They also offer a comprehensive free trial, which I recommend people look into. On the other hand, if your team is large or your budget for a CRM is more significant, I would also recommend looking into Hubspot; it's what we used before we moved to Zoho.

Zoho CRM Feature Ratings

9.6
Customer data management / contact management
10
Workflow management
10
Territory management
Not Rated
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
Not Rated
Contract management
10
Quote & order management
8
Interaction tracking
Not Rated
Channel / partner relationship management
Not Rated
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
10.0
Lead management
10
Email marketing
Not Rated
9.5
Task management
9
Billing and invoicing management
Not Rated
Reporting
10
7.5
Forecasting
Not Rated
Pipeline visualization
6
Customizable reports
9
10.0
Custom fields
10
Custom objects
10
Scripting environment
Not Rated
API for custom integration
Not Rated
8.0
Role-based user permissions
8
Single sign-on capability
Not Rated
Not Rated
Social data
Not Rated
Social engagement
Not Rated
8.0
Marketing automation
8
Compensation management
Not Rated
8.0
Mobile access
8

Comments

More Reviews of Zoho CRM

  1. Home
  2. Customer Relationship Management (CRM) Software
  3. Zoho CRM Reviews
  4. User Review of Zoho CRM