AF

Andrew F.

D

Small-Business (50 or fewer emp.)

12/2/2020

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"Great product and CRM we really like it a lot. Better than salesforce and much cheaper!!!"

5/5

What do you like best about Zoho CRM?

I like how easy it is to use. It is a very good product. It is similar to salesforce, but at a much better price point. It may not have all the bells and whistles that salesforce has but that is okay. It has more than enough for me to keep track of thousands of leads across the county and send them to multiple sales reps. It truly is much better than salesforce. It also helps us track sales and what has sold and what our numbers will be in the middle of the month. This is a good thing to help us plan for the rest of the month quarter and year so we know what to expect. Review collected by and hosted on G2.com.

What do you dislike about Zoho CRM?

We didn't utilize the set up phase enough so there is some areas that we could have done differently that would have simplifies the process. I wish we could go back and change some of it. Mainly I would remove some of the fields to make the pages more simpler to view and see. But overall that was our fault and we could still pay extra to reset it up like we would like if we wanted to pay for it. The update has helped this as it has made everything more simple and it makes everything run smoother and easier. Review collected by and hosted on G2.com.

Recommendations to others considering Zoho CRM:

Make sure you work with their team to set everything up right from the start. It is worth the extra time at the start to make sure it works best for you. We wish we would have spent more time on this so ours was set up better from he start. Also make sure you use the help section and all the resources so you can know how to use everything. It would have made everything better for use. Review collected by and hosted on G2.com.

What problems is Zoho CRM solving and how is that benefiting you?

We are solving the problem of keeping up with leads. Our sales process is very long and it is easy to lose tracking of leads when there are so many and it can take weeks to close the deal. Zoho lets us set reminders and log all project and call and email info into the system. This helps our sales associates keep track of their accounts and leads and lets us at management see what they are doing as well. It also helps us track sales and see where we will end up at the end of the month quarter and year based on its data. Review collected by and hosted on G2.com.

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Rating Updated (12/22/2020)
Current UserValidated ReviewerIncentivizedSource: G2 invite

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4.1 out of 5 · Verified reviews from real users

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