I run my business and my life off of Zoho
June 24, 2020

I run my business and my life off of Zoho

Joseph Creegan | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Zoho CRM Plus

We use Zoho CRM Plus across about 7 users including 2 telemarketers, 2 outside salespeople and 2 support people. We use it for lead generation. We download a list of new business leads, specifically restaurants in Florida, and email and telemarket to them. We manage both our direct and our reseller sales channels with Zoho and, of course, our sales funnel of both deals we are looking to close and closed deals that need to be installed and activated.

It keeps me organized, allows me to see my Sales Funnel On Demand, and it allows me to market to both recruit new sales agents and new customers and more.
  • Email marketing
  • Integration with phone system for call recording
  • Sales funnel management
  • Database of both customers, prospects, resellers and vendors
  • Would like to be able to do better Customer Proposals through Zoho
  • Integrated better with our processors management systems for app reporting
  • Swiftpage ACT!
Looked at Salesforce and used Act! before. Salesforce was too expensive and not user-friendly, and I replaced Act! with Zoho.
Responses are good but have been all offshore India support.

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I run my business and my life on Zoho CRM Plus. It keeps me organized, stores my rolodesk, and allows me to market to my customers.