For easy Client and Prospect Management, Zoho CRM pays for itself on the 1st use!
July 01, 2024

For easy Client and Prospect Management, Zoho CRM pays for itself on the 1st use!

Gregory R Sylvain | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Professional

Overall Satisfaction with Zoho CRM

Zoho CRM is used by my pilgrimage marketing team to contact priests and religious leaders to investigate pilgrimage opportunities

Pros

  • It allows me to tailor numerous fields to our own nomenclature
  • It allows an easy look up of priests and religious leaders we are managing
  • It allows an intuitive way to follow up during the promotion phase of each pilgrimage

Cons

  • The amount of customization could be expanded
  • A more graphical user interface would be nice
  • The reporting capabilities are not competitive with CRM products like Sugar CRM & Salesforce
  • At around $160 per user per year, it's one of the least expensive tools out there
  • If deployed across the entire team, the results are instant
It works for our organization, but we don't really have a large user base
Though there have been no direct client comments, I know that our marketing team is more efficient and any tool that improves efficiency, improves the customer experience!

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

Small businesses not familiar with CRM processes, small sales or small marketing teams.
Larger organizations may find the "enterprise" products more suitable

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
9.5
Lead management
10
Email marketing
9
10.0
Task management
10
Billing and invoicing management
10
Reporting
10
7.3
Forecasting
8
Pipeline visualization
7
Customizable reports
7
8.0
Custom fields
8
Custom objects
8
Scripting environment
8
API for custom integration
8
10.0
Role-based user permissions
10
Single sign-on capability
10
9.0
Social data
9
Social engagement
9
8.0
Marketing automation
8
Compensation management
8
10.0
Mobile access
10

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