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Unlocking Efficiency and Growth: Zoho CRM
Updated May 08, 2024

Unlocking Efficiency and Growth: Zoho CRM

Vishal Sharma | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Enterprise

Overall Satisfaction with Zoho CRM

Good Application for Tracking of sales and Deals. Easy to create workflows, Email Templates ,Blueprint. First we were maintaining details of our customer in Excel sheets. With passing of days we lost touch with our client. This result in leaving of our customer to new vendor. With Zoho CRM not only we kept details of our customer but i can categorize them, schedule notifications, always updated on my customer activity.
  • Email Templates
  • You can integrate whatsapp directly without any third party vendor.
  • You can create workflows simply by low code functions.
  • Customize whole CRM according to your needs
  • Only 2 subform are provided in Enterprise edition. Need more
  • Some improvement need to be made on creating function
  • Export pdf option need to be made for every module. Right now it is available for inventory.
  • Our team interaction increases with our customers.
  • I can get clear picture of Status of my customers in form of reports. Help me to plan and take decision.
  • Help me to increase my sales
It is very flexible. You can make custom modules, fields and templates as per your business requirement.
You can send campaign templates to customer. You can track customer status and work on customers who likely to leave or planning to leave. Calls you track, check the recording, schedule your meeting with the customer and much more
Pricing and easy to use.

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

For Sales, Call center it is well suited. It is mostly well suited for small business who want to switch to crm rather then excel. It is money efficient. It is not that much appropriate for factories, production and Engineering companies. Lots of customization need to be made for these companies.

Zoho CRM Feature Ratings

8.2
Customer data management / contact management
9
Workflow management
9
Territory management
8
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
8
Contract management
7
Quote & order management
7
Interaction tracking
9
Channel / partner relationship management
9
8.0
Case management
8
Call center management
8
Help desk management
8
9.0
Lead management
9
Email marketing
9
8.7
Task management
9
Billing and invoicing management
8
Reporting
9
8.7
Forecasting
8
Pipeline visualization
9
Customizable reports
9
8.3
Custom fields
9
Custom objects
8
Scripting environment
8
API for custom integration
8
8.5
Role-based user permissions
9
Single sign-on capability
8
8.0
Social data
8
Social engagement
8
8.0
Marketing automation
8
Compensation management
8
8.0
Mobile access
8

Using Zoho CRM

5 - Sales and Customer Relation
5 - java Developers, sales , customer relation, marketing , data analyst
  • Continuous communication with the existing customers to reduce chunk rate.
  • Manage sales order and order forms.
  • Manage lead contacts.
  • Track sales cycle.
  • Generate order form required for production in factories.
  • WE will use for campaigning.
It is the best , easy to use , low code and budget friendly crm.

Evaluating Zoho CRM and Competitors

  • Scalability
  • Ease of Use
Ease of use and low code platform. We have learned zoho crm very quickly.
No, right now we will not change.

Zoho CRM Support

Support is dependent on tickets and you have to wait for the reply. sometimes there are chances of late replies from zoho team.
ProsCons
Knowledgeable team
Problems get solved
Escalation required
Difficult to get immediate help
Need to explain problems multiple times
Slow Initial Response
No we have not purchased. Right now we do not require support that much.
In the general shift , between 10 am to 6 pm

Using Zoho CRM

Very easy to use and ui is very descriptive.
ProsCons
Like to use
Relatively simple
Easy to use
Technical support not required
Well integrated
Consistent
Quick to learn
Convenient
Feel confident using
Familiar
None
  • Workflow automation
  • Email Campaigning
  • WhatsApp campaigning
  • Blueprint
  • Client script
  • Custom Function
Yes - Very Good