Zoho CRM is the best friend of anyone running a small or big business
Updated June 25, 2022

Zoho CRM is the best friend of anyone running a small or big business

Jeb Brilliant | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Professional

Overall Satisfaction with Zoho CRM

We use Zoho CRM to keep track of rehab projects, clients and potential clients we work with. It's also just become my white pages. It's been able to keep all the contact info and updates about people and projects in one place.

Pros

  • Contact list
  • Project management
  • Integrates well to my cellphone
  • Has helped me get through my daily tasks

Cons

  • The mobile app could be a little more robust
  • Reminders on my phone don't always work
  • Onboarding others is sometimes a little difficult
To be honest, we really like Zoho CRM but Salesforce was really good as well. It was just too big for us. Salesforce had too many options and too much going on. We couldn't get it all going properly and didn't enjoy using it like we do with Zoho. We also didn't get the same warm feeling with Salesforce as we do with Zoho. We have gotten better customer service with Zoho.

Do you think Zoho CRM delivers good value for the price?

Yes

Are you happy with Zoho CRM's feature set?

Yes

Did Zoho CRM live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Zoho CRM go as expected?

Yes

Would you buy Zoho CRM again?

Yes

Zoho CRM is the best contact relations manager I've been able to find. It has helped me stay on track with reaching out to my clients and potential clients on a daily basis. That was my biggest problem before and Zoho CRM has been amazing and helping me with it. I get regular reminders and can easily follow up. I also love the ability to share info with my colleagues. We can work together on a task and get it done more quickly then without Zoho CRM.

Zoho CRM Feature Ratings

8.7
Customer data management / contact management
10
Workflow management
8
Territory management
8
Opportunity management
7
Integration with email client (e.g., Outlook or Gmail)
9
Contract management
10
Quote & order management
Not Rated
Interaction tracking
9
Channel / partner relationship management
Not Rated
9.0
Case management
9
Call center management
Not Rated
Help desk management
9
8.0
Lead management
8
Email marketing
Not Rated
8.3
Task management
8
Billing and invoicing management
10
Reporting
7
8.0
Forecasting
Not Rated
Pipeline visualization
Not Rated
Customizable reports
8
10.0
Custom fields
10
Custom objects
Not Rated
Scripting environment
Not Rated
API for custom integration
Not Rated
Not Rated
Role-based user permissions
Not Rated
Single sign-on capability
Not Rated
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
10.0
Mobile access
10

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