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Zoho CRM
Updated May 07, 2024

Zoho CRM

Dinesh Kumar | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Professional

Overall Satisfaction with Zoho CRM

I will create a lead in Zoho CRM like what we collected and we use it for follow-up activities like calls, Meetings and also email when to send and follow-up without missing any lead . Using this we can easily allocate the lead for sales team without any miss we can regularly follow-up
  • We can Maintain the promising lead
  • We can Regularly make Follow-up of Lead about Meeting and Calls everything
  • We can Easily check Which lead can Won the project for company also we can Delete Unwanted Lead
  • Also create a Report for Regular Work
  • I think Zoho need Reduce Pricing Little bit is good for regular users
  • Everything is Positive maintaining very good without buffering or slowness
  • pricing is little bit more
  • Its user-friendly
Product is More Flexible and Esae to Use
Yes we can Easily follow-up the promising lead and Success the Business
HUbSpot Is not Effective . Even though it has all Option its not user Friendly to Create Report and filter the leads like that so i switch to 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?

Yes

Did implementation of Zoho CRM go as expected?

Yes

Would you buy Zoho CRM again?

Yes

Zoho CRM its very useful for my Job(Lead Generation Executive) for Collecting Lead and Update in CRM also allocate Sales Team to Call also i will Follow the Activity like Meetings Follow-up and remind them

Zoho CRM Feature Ratings

10.0
Customer data management / contact management
10
Workflow management
10
Territory management
10
Opportunity management
10
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
10
Quote & order management
10
Interaction tracking
10
Channel / partner relationship management
10
10.0
Case management
10
Call center management
10
Help desk management
10
10.0
Lead management
10
Email marketing
10
10.0
Task management
10
Billing and invoicing management
10
Reporting
10
10.0
Forecasting
10
Pipeline visualization
10
Customizable reports
10
10.0
Custom fields
10
Custom objects
10
Scripting environment
10
API for custom integration
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

11 - B2B and B2C services
8 - Lead generation, sales and marketing teams are using we need to update leads in CRM ,also mention the meeting followup for sales pipeline
  • interactions with potential customers.
  • Easily get follow ups and meetings
  • dashboards are easily show the lead status and all
  • we can modify the dropdown box for easy way to map the industry its a time saving tool
  • easy way to get email Alerts and Notifications
  • Planning to use marketing campaigns
its is more user friendly and also time saving tool .if any issue we can easily contact customer care via chat and call. Maintaining potential leads was so easy also easily track the follow-ups and meeting are easy.. Easy get the email and call notification also .Making notes of daily active calls are more comfortable

Evaluating Zoho CRM and Competitors

  • Ease of Use
Easy way to use ,Maintaining lead database was so simple and easy, We can easily modify the dropdown box for mapping industry and what stages that lead was like Initial stage or qualified stage or qualified opportunity or win / loss stage .creating lead in CRM also generating report in CRM are so Simple
we are comfortable with Zoho CRM, Maintaining lead database was so simple and easy, We can easily modify the dropdown box for mapping industry . Creating lead in CRM also generating report in CRM are so Simple

Zoho CRM Support

One issue happen while payment that time we contact the vender they solved within half hour
ProsCons
Quick Resolution
Good followup
Knowledgeable team
Problems get solved
Kept well informed
No escalation required
Immediate help available
Support understands my problem
Support cares about my success
Quick Initial Response
None
Its helpful to resolve my query quickly
Payment issue was happen when i contact they resolve my query and give one extra day for payment also

Relationship with Zoho

Identify our business needs and create requirements on request for information and request for proposals) also include companies, people, and contractors from which your company gets our services. The entire Projects interface is available within Zoho CRM. the NDA Needed transition can be completed easily with zoho.we can check the status of approval or not interested
We could use it to track Services that we would get from Vendors. I also able to track/look after existing customers and their purchasing needs and history: not just sales but what did they buy, which of their employees did they buy our service for, what is the history of the different individuals that the client company paid
involve multiple discussions, compromise from both parties, Strategic process of reaching an agreement that is mutually beneficial for your business and it's third-parties. Need to Know what the other side wants,Clear communication is key to stipulating your expectations with a vendor and negotiating terms you are happy with them
nothing much