Zoho CRM Review

Pipeline management and reports are great. I'd like to see better tools for email campaigns.

Valuable Features

Leads, pipeline management, reports and Zoho CRM have excellent customer support

Improvements to My Organization

Stronger pipeline, increase in revenue and profit

Room for Improvement

Zoho CRM has room for improvement when it comes to building email templates and mass email campaigns. The Campaign section could also be stronger along with capabilities to run telemarketing without doing too much customizing.

Use of Solution

We did work with SalesForce for 10 years but changed to Zoho CRM 4 years ago. Main reason was simplicity and far better price and performance.

Deployment Issues

Deployment is very easy and smooth. No hassle at all.

Stability Issues

Service lever is no issue. Zoho posts a continuously Health Service dashboard and has great performance.

Scalability Issues


Customer Service and Technical Support

Customer Service:

5 out of 5

Technical Support:

4 out of 5

Previous Solutions

We did previously work with salesforce.com but SF was far too complex according to our needs. We choose Zoho CRM due to workflow capabilities and how we could integrate Zoho CRM with Convert Customer marketing automation.

Initial Setup

Zoho works straight out of the box. Easy to start with, easy to customize to our own sales process and workflow. Simple and well functionality when it comes to creating report.


Cost / revenue is about 0.75% in 1 year.

Pricing, Setup Cost and Licensing

Internal labor cost $2000. Running cost $210/month

Other Solutions Considered

We evaluated SalesForce.com, Sugar CRM, and Zoho CRM.

Other Advice

Evaluate carefully against your own needs, then select a vendor. If needed, team up with a vendor specific specialist;

Disclosure: I am a real user, and this review is based on my own experience and opinions.
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