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Keep your company organized with this powerful CRM
Updated May 10, 2024

Keep your company organized with this powerful CRM

Alexis Correa | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Professional

Overall Satisfaction with Zoho CRM

We use this Zoho CRM to make it easy to follow up with customers. With all the necessary integrations, we have the possibility to handle very valuable, important information and we can be more precise with clients. It is also important to facilitate the sending of quotes and invoices. Being able to have several departments in a single system is important to think about ways to improve by automating processes.
  • Easy follow-up of email conversations
  • Organize daily tasks with the work team
  • Call scheduling and call log
  • A complete overview of everything related to our clients and prospects
  • Customizable Sales Pipeline Management
  • AI-Powered Sales Automation (Zia)
  • The availability of the case module in all versions. For a small company it is useful but the investment is high.
  • Although web forms are easy to implement, it is not so easy to adapt them to web design.
  • I would like the LinkedIn social network to be included
  • Advanced reporting and analytics
  • We have received positive feedback from customers
  • Improvement in communication. Customers feel better about the service and follow-up
You can start using Zoho CRM without any knowledge. You can configure everything you need practically by following the instructions. If you face a difficulty along the way, you can call or write and they will assist you as soon as possible. You can try advanced versions of the product before making a decision.
Automating customer follow-up is important to achieve positive impact. Thanks to the workflow rules we can know the inactivity time that our client maintains and this allows us to be able to send him an email so that he knows that we have him in mind. Similarly for inactive customers.
  • Compared to the market options, the price is very affordable in both plans, monthly or annual
  • Setup is easy. Practically when you register you already have almost everything you need
  • Integrating other Zoho applications makes this CRM quite powerful
Before considering zoho CRM there was Salesforce but the high cost kept us away as an option. I feel that Zoho CRM's interface is simpler, more elegant and faster. Zoho CRM options are easier to enable and configure. In our market there are not many CRM options, generally they are developed to the needs of the company but with high costs and with zoho CRM it is possible to have quality software at an affordable price.

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?

Yes

Did implementation of Zoho CRM go as expected?

Yes

Would you buy Zoho CRM again?

Yes

Aside from letting you get to know your customer better, Zoho CRM is great for organizing the applications running in the business. Something that Zoho CRM did not do well was that it was focused on larger companies, but it has already been solved with Zoho Bigin. Maintaining an integration between both CRMs is excellent for more options.

Zoho CRM Feature Ratings

10.0
Customer data management / contact management
10
Workflow management
10
Opportunity management
10
Quote & order management
10
Interaction tracking
10
Channel / partner relationship management
10
10.0
Case management
10
10.0
Lead management
10
Email marketing
10
10.0
Task management
10
Billing and invoicing management
10
Reporting
10
CRM Reporting & Analytics ()
Not Rated
10.0
Custom fields
10
10.0
Role-based user permissions
10
Single sign-on capability
10
10.0
Social data
10
Social engagement
10
10.0
Marketing automation
10
Compensation management
10
10.0
Mobile access
10

Using Zoho CRM

5 - 1 Team leader, 3 Analyst
1 - We work with a general support department. If there are new requirements, they execute them through a third party. For example, if we need to create additional fields, this can be executed immediately but if we need some automation with information that is collected, if they are special cases, the requests must be raised.
  • Registration and monitoring of clients/prospects
  • Collect new clients through web forms
  • Share information regarding products and services
  • Alert customers regarding special dates such as their birthday, anniversary of being our customer
  • It was very helpful for us to have knowledge of the interaction of emails sent to clients/prospects
  • Have easy access information on recurring requests
  • We would like integration with Linkedin
  • Cases would be good for standard version
We are generally very satisfied with the zoho crm. Some extras are just added to improve productivity but overall Zoho CRM is highly recommended over many competitors. You can start with a few clicks to configure your needs. As you become an expert, you will be able to activate and configure the modules and integrations that you require. I know we still have a lot to discover so we're sticking with Zoho CRM, we're not interested in new options at the moment.