Product review: Zoho CRM aims big, hits small
New Enterprise Edition delivers SMB-worthy features at a rock-bottom price, but key shortcomings make it a poor match for large sales and service teams
Unfortunately, Zoho CRM failed to identify calendar conflicts, creating overlapping meetings during sync. Further, rather than associate an e-mail to a specific case, it only allowed lookup of contacts, not actual cases. Cases and leads could not be created from inside Outlook, and Outlook categories were not supported.
All told, Zoho CRM offers a surprisingly sophisticated set of features for the price, but those features don't match up with top solutions in the space, and they fall short of the needs of larger sales and service groups. AdventNet has some work to do before Zoho CRM will qualify as an enterprise player.
But if the folks at Salesforce.com needn't shake in their shoes just yet, they would be wise to keep an eye on fast-moving AdventNet. Even during the course of my evaluation, Zoho CRM benefited from a number of updates and changes, even sharing an API with select customers. Although the API contained a very limited set of REST-style methods with poor-to-no documentation, it is a sure sign the company has its sights set on loftier goals.
In the meantime, Zoho CRM Enterprise Edition can help small companies keep tabs on sales and service issues for a fraction of the cost of competitors. This solution is more than adequate for many SMBs. Just make certain you're satisfied with how the application maps to your requirements before you jump in.