We are not using the fully-fledged solution yet as we are still in the process of a full migration. We tested the solution for a year first and found it more user friendly compared to other solutions on the market.
We use Zoho for our outbound and inbound channels to run marketing campaigns and to manage and track leads coming from those campaigns. We plan to adopt it for our entire sales cycle for customer relationship management.
The most valuable features include the dashboards, deal tracking, email tracking, notes, managing notes and maintaining databases in one place.
It is a value-addition tool. It gives us the visibility of all the deals which are in place, and allows us to manage and track activities against those deals.
It would be useful to have some way of mapping organizations that could add more value. If I have X company's database and am trying to create multiple contexts for different entities of the same company, I should be able to map it in such a way that I can see the organization chart.
We have used this solution for one year.
This is a scalable solution.
The customer service and support for this solution is great.
The initial setup is straightforward. Deployment took two months.
For smaller organizations looking for a CRM solution, it comes at an affordable cost. The sales cycle or marketing cycle can be a bit complex.
I would rate this solution an eight out of ten.