Excellent customer support | TrustRadius

Use Cases and Deployment Scope

We currently use Zoho Reports to generate daily dashboards as well as for our weekly sales report.

Pros and Cons

Excellent customer support
Filter and combine various elements of live data
Integration with Zoho CRM live

Setting up more complicated reports with combined data from various elements of our Zoho CRM data has been a great challange
I needed a lot of support with the setup of specific filters
Also needed support on creating targets, but was helped very well

Data Integration

8

Our data is linked to Zoho CRM successfully with the help of the support team and live updates can be done within 10 - 15 minutes.

Collaboration and Sharing

8

I do not have a problem with sharing the reports or scheduling daily update emails

Likelihood to Recommend

It is well suited for daily dashboard info to get visibility on sales performance.