Good value for money but expect to be frustrated!
May 03, 2022

Good value for money but expect to be frustrated!

Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Overall Satisfaction with Zoho CRM Plus

Our field sales reps use the system to manage deals and submit orders along with managing their accounts and related contacts. We have multiple custom modules within the system to help reps also. The system has a decent task engine where any record can have tasks and those tasks from any module all appear on one screen. We also use reporting dashboards extensively.
  • Manage tasks.
  • Decent dashboard reporting.
  • Easy to use.
  • Easy to customize.
  • Managing attachments. Limited space for each user and you can’t easily delete attachments in bulk so if you reach your limit it becomes expensive to buy more space or labor-intensive to find and delete attachments manually.
  • You can’t filter accounts by their related module fields. For example, in list view, filter all accounts with more than one contact.
  • Mobile access.
  • Ease of use.
  • Additional software such as Social and Marketing included in bundle.
  • Very good value for money.
  • It does an ok job at many things.
  • A wide variety of apps but they are generally not very deep.
  • The integration between most apps is less than what is promised.
Zoho CRM is very customizable but compared to Salesforce it is a lot more buggy. Support is lacking but you get what you pay for. Overall we are happy but only because we are not paying a fortune!

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Bang for buck you can’t beat it but be prepared for missing features and poor support. Features that are missing are always “in the roadmap” but take years to be delivered. A great system but becoming increasingly frustrating to use. Promised features are years behind planned release dates. A language barrier exists with support. It is very difficult to explain the most simplistic of issues. Their live chat support is very frustrating to use as a 3 question conversation can take an hour because support is probably handling 10 different chats at the same time!

Zoho CRM Plus Feature Ratings

Multi-channel customer feedback collection
Product usage analytics
Customer experience dashboard
Customer journey mapping
Churn risk scoring
AI-powered recommendations
Website A/B testing