Why Zoho CRM?
August 23, 2024

Why Zoho CRM?

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

Software Version

Professional

Overall Satisfaction with Zoho CRM

A CRM module is a must for small usage and at the initial stage of any business. Manual tracking or keeping Excel up to date can also be a little troublesome, which is where Zoho comes in handy. Their free version and limited access for up to 3 users really help users understand the software and get going.

Pros

  • Customer data.
  • Helpdesk
  • Invoicing

Cons

  • Reporting
  • Customization
  • Administration
  • Lead and Reminders.
  • Billing
  • Approvals
Free user access was one reason to use it more than any other software. Also, for a mid-size organization, the Salesforce cost was a little higher, and Pipedrive was almost similar to Zoho. As we were already using Zoho, we found no urgency to switch.

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

This is very useful and handy software for initial use and sometimes later on. Its low price and rich features make it one of the most suitable software for small and midsize organizations. Customer management and tracking make your daily tasks easier.

Zoho CRM Feature Ratings

8.0
Customer data management / contact management
8
Workflow management
7
Territory management
8
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
9
Contract management
8
Quote & order management
9
Interaction tracking
7
Channel / partner relationship management
8
8.7
Case management
9
Call center management
9
Help desk management
8
8.5
Lead management
9
Email marketing
8
7.7
Task management
9
Billing and invoicing management
7
Reporting
7
7.7
Forecasting
8
Pipeline visualization
8
Customizable reports
7
7.8
Custom fields
8
Custom objects
8
Scripting environment
8
API for custom integration
7
8.5
Role-based user permissions
9
Single sign-on capability
8
Social CRM ()
Not Rated
8.0
Marketing automation
8
Platform ()
Not Rated

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