Zoho CRM is a No-Brainer!
August 16, 2024

Zoho CRM is a No-Brainer!

Hannibal Pharaon | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Enterprise

Overall Satisfaction with Zoho CRM

We use Zoho CRM for contact acquisition and tabulation. All leads are inputed through Zoho CRM until they are closed. We try to cipher through call backs and email communication until all leads are converted.

Pros

  • Leads can be merged really well to enhance any duplicates.
  • Accounts can be created to simplify categories leads belong to.
  • CRM works very well for our purposes for leaving associated NOTES for new Leads and Contacts.
  • Attachments of pdf files can insure more files are linked to leads and contacts
  • Emails are good for up to two parties

Cons

  • Linking Zoho CRM to platforms such as Robly for email blasts
  • Social media platform linkage
  • Making Zoho CRM always load faster and improve
  • Direct touch dial phone numbers
  • Nothing falls in the cracks
  • Most recent leads are filtered with ease.
  • Easy recall of contacts upon re-sign-up’s

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

Some leads need TLC until they are closed. We always feel it is best to hone a customer-to-be by amassing as much info@gaincontact.com as possible building a NOTES profile…. Nothing less suffices.

Zoho CRM Feature Ratings

8.0
Customer data management / contact management
8
Workflow management
Not Rated
Territory management
Not Rated
Opportunity management
Not Rated
Integration with email client (e.g., Outlook or Gmail)
Not Rated
Contract management
Not Rated
Quote & order management
Not Rated
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
Not Rated
Lead management
Not Rated
Email marketing
Not Rated
Not Rated
Task management
Not Rated
Billing and invoicing management
Not Rated
Reporting
Not Rated
Not Rated
Forecasting
Not Rated
Pipeline visualization
Not Rated
Customizable reports
Not Rated
Not Rated
Custom fields
Not Rated
Custom objects
Not Rated
Scripting environment
Not Rated
API for custom integration
Not Rated
Not Rated
Role-based user permissions
Not Rated
Single sign-on capability
Not Rated
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
Not Rated
Mobile access
Not Rated

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