Zoho CRM Plus does what it promises
Overall Satisfaction with Zoho CRM Plus
We use it every day as a base to deal with our clients and keep track of emails, tasks, and phone calls. We use it monthly for campaigns. Sales IQ lets me know when someone is visiting our site, and I can start conversations with them. Social also me to post and engage from one platform.
Pros
- Emails are automatically populated for contacts. No need to search inbox for conversations
- Reports are easy to customize and use to track different aspects of our business and see where we are in the sales cycle
- Survey allows me to see the bounce rate, who open and how many times, and rates responders, so we know who to contact immediately
Cons
- Does not integrate with Microsoft word 2019 seamlessly. I understand Zoho Writer is the preferred method; however, fonts and layouts are not to Word's standards. I need to apply for a workaround to every letter.
- I cannot send an email from Gmail. I need to use Zoho mail or Outlook. The workaround is to copy the email address and paste it into Gmail. The good thing is Gmail syncs with Zoho, so the outgoing and incoming emails do link with contacts. Ideally, I would like to use 1 platform.
- Calendar should have options so priorities could be listed by color. Or, as an overview, I could see all users in a different color.
- Keeping track of interactions with prospects and clients
- Able to post on social media on one platform
- Can see all sales team on 1 calendar
- Positive impact: allows us to see the sales cycle and address issue
- Negative impact: Having to jump in and out of the platform as it does not work with Microsoft or Gmail. Waste of time
- Positive Impact: Can see see all of sales teams calendar in 1 place
They became not user-friendly. Support was non-existent. Zoho support is always available for Chat, and in most cases, can resolve the issue to explain the steps on how to use the system.
Do you think Zoho CRM Plus delivers good value for the price?
Yes
Are you happy with Zoho CRM Plus's feature set?
Yes
Did Zoho CRM Plus live up to sales and marketing promises?
Yes
Did implementation of Zoho CRM Plus go as expected?
Yes
Would you buy Zoho CRM Plus again?
Yes
Comments
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