Works for younger and older employees alike
June 30, 2020

Works for younger and older employees alike

Ann McCulloch | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Zoho CRM Plus

Zoho is used by the whole company. We link Zoho CRM Plus to our Shopify websites; we use Zoho Social; we use Zoho campaigns and we keep track of all of the touchpoints with our customers. Our customers are dentists and we have to capture many fields of data about the customers. We have to associate different accounts and create market segments--Zoho allows for all of this customization.


  • Zoho modules make sense for marketing and interconnect very well.
  • It is easy to train new employees to use Zoho CRM Plus.
  • Customization of the dashboards and reports is very straightforward.
  • Employees of all ages can use Zoho CRM Plus.


  • We have struggled to figure out groups, tags, and other segmentation features.
  • Zoho can pull directly from Google Drive but not Dropbox.
  • User meetings could expand training in use of Zoho Social.
  • One negative is having to pay per user. For a small company, this forces us to share accounts.
  • We have been able to make our own email campaigns using templates that are very professional, saving graphic design costs.
  • Lead generation is very sophisticated and part of our plan.
My previous experience was at a large company with highly customized products.
We have been successful in getting all of our questions answered

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We started our company with Zoho and have "grown up" with it. It is not intimidating to use. It is easy to research features and get answers to questions. There is always more that we could do with Zoho, but we also have been satisfied with its total reliability. I have recommended it to many friends starting out, and I have also seen 3 friends use very complex and extensive applications of Zoho CRM Plus.


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