Zoho CRM

Zoho has different software for different purposes. But I must say that their CRM software is the best and it provides the best value to the users. I like the fact that you don't even have to pay if you don't need advanced features. In fact, I started with the free version and then upgraded to the premium package just because this software is excellent. Apart from being a great CRM tool, it can handle your email marketing and automation tasks. There are a lot of integrated modules that help me connect this with third-party popular services. Overall, I think nobody will regret purchasing this tool for their company.

This tool is loaded with adequate features. One of them is the ZIA voice assistant which is not yet good enough. So, I think if the developers can improve this feature, Zoho CRM will be unbeatable.

Incredibly flexible
Allows a great deal of customisation to suit nearly any requirement a non profit can have
User friendly
Drag and drop customisation makes it easy to administer
Deploying new features in a design done over 2 years ago is still a breeze
Minimal deluge coding needed to achieve new functions not natively supported in configuration

Having to use multiple satellite products like Zoho forms, Zoho campaigns, Zoho analytics though most of these are available natively in Zoho CRM are rudimentary. It’s a commercial decision of Zoho but not an unreasonable one. The integration set ups between these satellite systems are quite easy but still needs learning a different UI as it’s vastly different from the CRM UI.

Social, email and CRM functionality are all housed in one place.

The email campaign section makes it easy to warm leads up before sending them to the CRM module.

Easy to set tasks for the sales team and then report on what has or has not been followed up.

There's a lot of functionality and application within Zoho, I don't believe we will get around to using them all.

The email Campaign section doesn't always pull the correct stats back through to the CRM module.

There is no ideal process of qualifying leads, we had to seek external support.

Customer relationship management software is a field with a wide range of solutions available, and Zoho CRM is one of them. Sales, marketing, project management, and customer service are the most popular features. It includes tools for information technology, finance, and customer service as well. All important parts of Zoho CRM come at an additional cost though. For example, if you want to have access to IT capabilities like trouble ticketing or help desk software, you need to pay extra for them. Even then though, they are all reasonably priced for the capabilities you have access to.

Overall, the website's user experience needs to be reworked. There are too many functions and features, which cause confusion and a high level of user interactions.