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Good budget CRM for growing businesses
Updated May 09, 2024

Good budget CRM for growing businesses

Hemant Joshi | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version

Enterprise

Overall Satisfaction with Zoho CRM

Zoho CRM is used from the initiation of the lead till the realization of the revenue from the customer for the sales process. It helps the key stakeholders to keep track of sales funnel. Apart from that we also use it for the customer on-boarding workflows. Zoho helps create/modify workflows without writing any code.
  • Workflows in Zoho CRM are very easy to design and work really well.
  • Blueprint in Zoho CRM is a great feature which can help in seamless process execution.
  • Adding custom modules help us use Zoho CRM for more use-cases than just lead and customer management.
  • There are limitations in few places like number of layouts in a module, etc.
  • Customer support is not that great.
  • At times, there are bugs which create race conditions. There is no way of getting those fixed by Zoho.
  • Zoho ensured reduced on-boarding time of leads.
  • Zoho increased visibility in lead analysis and thus helped us stop non-productive channels.
Zoho is flexible and scalable for the small and mid size businesses. Still requires more efforts for true enterprises with complex use-cases. With large number of leads/contacts/accounts/opportunities, the UX becomes difficult to use. There are constraints in a loot of fields. Bulk actions and data export is also limited for small and mid size businesses.
End of the day Zoho is only a tool and as good as people implementing and using it. Although zoho crm provides good options to store data about customer with integrations with other zoho products to improve CX, but data retrival is not as seamless. In the era of AI, this aspect can be improved significantly.
More or less all of them were approximately same. What stands apart Zoho is, there is no implementation cost. Also we took Zoho One which has multiple products and was useful for us. The cost of Zoho One was lesser than other CRMs and it was offering us multiple other products as well.

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 is good tool for the growing company. It covers all the bases for serving a mid size corporate. It works best when used standalone or minimal integrations. When integrating with many different systems and at scale, the APIs are not robust and might cause issues every now and then.

Zoho CRM Feature Ratings

6.0
Customer data management / contact management
8
Workflow management
8
Territory management
6
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
8
Quote & order management
Not Rated
Interaction tracking
3
Channel / partner relationship management
1
6.0
Case management
6
Call center management
Not Rated
Help desk management
6
8.0
Lead management
8
Email marketing
Not Rated
6.0
Task management
8
Billing and invoicing management
Not Rated
Reporting
4
4.0
Forecasting
Not Rated
Pipeline visualization
Not Rated
Customizable reports
4
7.3
Custom fields
8
Custom objects
8
Scripting environment
7
API for custom integration
6
8.0
Role-based user permissions
8
Single sign-on capability
8
Not Rated
Social data
Not Rated
Social engagement
Not Rated
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
6.0
Mobile access
6

Using Zoho CRM

80 - Sales, Marketing, Product Manager, CX, Operations, Legal, Risk Management, BI and Senior Management
2 - Semi-technical resources trained in Zoho tools. Additional background of sales operations which is optional to have.
  • Lead Management
  • Tracking Customer Onboarding
  • Pipeline Analysis
  • Customer Onboarding Workflows
  • Document movement and tracking
  • Affiliates invoice collection and payment workflow

Configuring Zoho CRM

The product is very configurable to accommodate variety of use-cases and processes without writing a code. The configurability of the product is easy to learn and implement. Even the custom code option is easy to learn if someone have basic understanding of any scripting language.
1. Try to look about the org structure and product offerings at least for next 2-3 years.
2. Document all the configurations.
3. If workflows are complex, try to hire a good consultant.
4. Have a plan on how to change the configuration in future, because that becomes a lot difficult.
Some - we have done small customizations to the interface - We made changes in layout and table structures only. It is only to help the users to have easy access to important information which becomes difficult in default layouts.
Some - we have added small pieces of custom code - We have done it for few things which are not available by default, e.g. round robin assignment of leads. It is easy if there is basic knowledge of any scripting language.
None

Using Zoho CRM

Zoho has intuitive interface and it is fairly easy to train the teams for effective usage.
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
  • Lead Management
  • Pipeline Tracking
  • Lead Prioritization
  • Workflow Management
  • Updating lead with notes
  • Analysis on free text
  • Standardizing the free text updates
Yes, but I don't use it