What users are saying about
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94 Ratings
15 Ratings
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Score 9.6 out of 100

Zoho CRM Plus

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94 Ratings
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Score 8.3 out of 100

Feature Set Ratings

    Platform & Infrastructure

    8.5

    CustomerSuccessBox

    85%

    Zoho CRM Plus

    Feature Set Not Supported
    N/A
    CustomerSuccessBox ranks higher in 2/2 features

    API

    8.6
    86%
    9 Ratings
    N/A
    0 Ratings

    Integration with Salesforce.com

    8.5
    85%
    7 Ratings
    N/A
    0 Ratings

    Customer Data Extraction / Integration

    9.5

    CustomerSuccessBox

    95%

    Zoho CRM Plus

    Feature Set Not Supported
    N/A
    CustomerSuccessBox ranks higher in 2/2 features

    Product usage

    9.3
    93%
    15 Ratings
    N/A
    0 Ratings

    Help desk / support tickets

    9.6
    96%
    12 Ratings
    N/A
    0 Ratings

    Customer Success Management

    9.1

    CustomerSuccessBox

    91%

    Zoho CRM Plus

    Feature Set Not Supported
    N/A
    CustomerSuccessBox ranks higher in 6/6 features

    NPS surveys

    7.9
    79%
    11 Ratings
    N/A
    0 Ratings

    Sponsor tracking

    8.9
    89%
    8 Ratings
    N/A
    0 Ratings

    Customer profiles

    9.2
    92%
    14 Ratings
    N/A
    0 Ratings

    Automated workflow

    9.6
    96%
    14 Ratings
    N/A
    0 Ratings

    Customer health scoring

    9.4
    94%
    13 Ratings
    N/A
    0 Ratings

    Customer segmentation

    9.6
    96%
    15 Ratings
    N/A
    0 Ratings

    CSM Reporting & Analytics

    8.8

    CustomerSuccessBox

    88%

    Zoho CRM Plus

    Feature Set Not Supported
    N/A
    CustomerSuccessBox ranks higher in 4/4 features

    Customer health trends

    9.1
    91%
    13 Ratings
    N/A
    0 Ratings

    Engagement analytics

    8.6
    86%
    14 Ratings
    N/A
    0 Ratings

    Revenue forecasting

    8.1
    81%
    9 Ratings
    N/A
    0 Ratings

    Dashboards

    9.4
    94%
    15 Ratings
    N/A
    0 Ratings

    Attribute Ratings

    • CustomerSuccessBox is rated higher in 2 areas: Likelihood to Recommend, Usability
    • Zoho CRM Plus is rated higher in 1 area: Support Rating

    Likelihood to Recommend

    9.6

    CustomerSuccessBox

    96%
    15 Ratings
    7.6

    Zoho CRM Plus

    76%
    50 Ratings

    Usability

    9.4

    CustomerSuccessBox

    94%
    15 Ratings
    7.3

    Zoho CRM Plus

    73%
    18 Ratings

    Support Rating

    9.4

    CustomerSuccessBox

    94%
    15 Ratings
    9.6

    Zoho CRM Plus

    96%
    44 Ratings

    Contract Terms and Pricing Model

    CustomerSuccessBox

    N/A
    0 Ratings
    8.1

    Zoho CRM Plus

    81%
    16 Ratings

    Professional Services

    CustomerSuccessBox

    N/A
    0 Ratings
    7.9

    Zoho CRM Plus

    79%
    4 Ratings

    Likelihood to Recommend

    Customer Success Box

    It is the best software if you are a b2b software who is planning to scale customer success department and you are running blind on potential threats for renewal. It also helps you understand which customer is not getting value out of your product. I completely recommend this. Go for it!!!!!
    Read full review

    Zoho Corporation

    Starting with campaigns, once we send the campaign out, prospects who open it are moved into the sales funnel; the sales team then calls or emails the prospect. Our VOIP works in conjunction with Zoho CRM Plus, so phone calls are logged into the contact. And generates another call, letter, or appointment with the client on the Zoho calendar. Emails are sent through Gmail since Zoho CRM Plus does not work with Gmail. The client's email must be copied and pasted into Gmail. (responses are tracked in the Zoho CRM Plus). Once the sales team meets with the client and starts the process, it turns into an "opportunity" where all stages in the sale are tracked. We mail merge the contact info to the correct letter template, then download it into "Word," where the letter is proofed and corrected as necessary (Zoho merge does not allow you to work in "Word" 2019). When finalized, it is then uploaded back into Zoho CRM Plus under the Opportunity. The sale then continues through the process, and once signed off on, all the details of the job are logged into the Zoho CRM Plus. When the job is completed and closed out, Zoho CRM Plus automatically sends the client a thank you email. The client will then can biannual automatic emails reminding them to set up their bi-annual inspection.
    Read full review

    Pros

    Customer Success Box

    • Journey feature will help you automate your manual tasks like auto csm assignments, auto playbook enrolls, email alerts to your clients about new assignments or any set templates, etc.
    • Making a playbook of your process (must be consist of multiple steps) will help you give the visibility of how many clients are stuck in which steps and from when.
    • They are using Metabase for making analytics dashboards where you can make your own dashboard with different filters like Csm activity report, churn dashboard, potential clients report and also using pulse feature in Metabase schedule your daily report to different required people.
    Read full review

    Zoho Corporation

    • Zoho CRM Plus is very good at automating many functional areas of our company including: sales, marketing, operations, and engineering. It is functionally rich, and matches the functionality we used to have with Salesforce.com, but at a much more reasonable cost.
    • Zoho CRM Plus is easily "configured" to match our business processes. The ability to configure the user interface is very good, and the "BluePrint", custom functions, and reporting allow us to automate our unique operational needs.
    • The buying process for Zoho CRM is extremely friendly. You can switch between software types from basic CRM to Zoho CRM +. You also can pay monthly, or annually, and don't have to purchase months before your renewal dates and get pestered by sales people.
    Read full review

    Cons

    Customer Success Box

    • Health aggregation delay can be improved.
    • Calling with csbox software can be improved, it makes touchpoint even if your call from csbox has not picked up, and accordingly changed relationship health.
    • Add more analytics in the playbook like avg time taken to complete each step and there is no option of selecting multiple csms in the filter.
    Read full review

    Zoho Corporation

    • Managing attachments. Limited space for each user and you can’t easily delete attachments in bulk so if you reach your limit it becomes expensive to buy more space or labor-intensive to find and delete attachments manually.
    • You can’t filter accounts by their related module fields. For example, in list view, filter all accounts with more than one contact.
    Read full review

    Pricing Details

    CustomerSuccessBox

    Starting Price

    $0

    Editions & Modules

    CustomerSuccessBox editions and modules pricing
    EditionModules

    Footnotes

      Offerings

      Free Trial
      Free/Freemium Version
      Premium Consulting/Integration Services

      Entry-level set up fee?

      Required $ 499

      Additional Details

      The pricing is different for the types of businesses to which CustomerSuccessBox caters to- 1. Grow- For businesses who want to start with the customer success initiative with a small success team 2. Business- For businesses with mature customer success practices and a large success team 3. Enterprise- For businesses who want to extend with the customer success initiative across a range of products and teams. For more info on pricing, checkout https://customersuccessbox.com/pricing/

      Zoho CRM Plus

      Starting Price

      $59 per month per user

      Editions & Modules

      Zoho CRM Plus editions and modules pricing
      EditionModules
      Basic571

      Footnotes

      1. per month per user

      Offerings

      Free Trial
      Free/Freemium Version
      Premium Consulting/Integration Services

      Entry-level set up fee?

      No setup fee

      Additional Details

      Usability

      Customer Success Box

      Customer success box is one of the best products we have used as it solves the main problem for us. Use tracking and adoption. The best part about various software integrations is that now we are able to track everything at one single platform with multiple reports, analytics and dashboards.
      Read full review

      Zoho Corporation

      I personally started off as a CRM novice. But in a matter of 2 months, I was writing my own custom workflows, playing with modules and fields, and training my sales and operations teams to manage leads and accounts. Simply put, the system is intuitive after a brief introduction. The level of customization is staggering until you change your mindset. Zoho CRM Plus excels where you're able to attack your goals as problems already solved in the platform — you just need to locate the feature to make what you want to happen... happen! I equate it to the Adobe Creative Suite. You don't pick the fun filter before you lay out what exactly you want to draw. With that mindset intact, you can dial in the system to meet your and your team's needs based on your proposed SOLUTIONS, not just leaning heavily into a single feature to "force" some ROI.
      Read full review

      Support Rating

      Customer Success Box

      I have created two - three support tickets so far and their response is very very quick. Their team is also very empathetic, understanding and highly motivated towards solving a customer's problem. I would definitely recommend and rate them 10 / 10 for their excellent after sales support. They support for all EST & PST zones.
      Read full review

      Zoho Corporation

      Every account representative I have worked with has been extremely helpful and nice. You can tell the account reps and support staff truly care about the product and want to provide you with the resources that you need. The response time is also fast for support inquiries and that has been a massive help for us.
      Read full review

      Alternatives Considered

      Customer Success Box

      CustomerSuccessBox provides a great UI where I can manage all the activities related to a client in a single window. This helps to update and focus on key tasks related to the client. Small insights graph helps to quickly analyze the client's health towards our product. The customizable filters are a great help in sorting the data.
      Read full review

      Zoho Corporation

      I utilize HubSpot to gather data based on IP addresses from customers who visit our website. I do not use Zoho CRM for forms since the customization is clunky to design. HubSpot collects account data from the form and that helps me evaluate to sales potential of that account. Then I use Zapier to Zap the info into Zoho. Zoho CRM then is used to reach back out to the customer and begin tracking interactions
      Read full review

      Contract Terms and Pricing Model

      Customer Success Box

      No answers on this topic

      Zoho Corporation

      I would recommend that module wise update feature be opened up, for free to an additional 50-75% of paid users. These users can be restricted to work on a single module to update information only where they do not cross over multiple modules
      Read full review

      Professional Services

      Customer Success Box

      No answers on this topic

      Zoho Corporation

      I already discussed this prior with the Enterprise Support. But them aside, I'd be remiss if I didn't mention Zoho is committed to connecting their userbase together. Within a month or two of using the product, we were told about Zoho User Groups. We had one right in my backyard (Chicago). I was able to both attend a meeting (pre-covid), and then stay in touch in an integrated Cliq channel. I always have power-users at my fingertips to ask quick questions. That Zoho makes it a point to keep these connections, and empower them... makes my life easier when inevitable "wants" pop up.
      Read full review

      Return on Investment

      Customer Success Box

      • It has helped in managing large amount of Client data under single platform.
      • It helped in generating valuable insights from data.
      • It is helpful to take proactive actions.
      Read full review

      Zoho Corporation

      • The ROI is significantly positive due to the comprehensive set of modules available.
      • Positive: My clients have better Dashboard data developed through Zoho Analytics than they do even though they use Salesforce. Also, Zoho CRM Plus can integrate with Salesforce or other system either through their own integrations or from Zapier.
      • Campaigns allows me to target specific prospects via HTML emails, and complete tracking. This is a complement to the more shotgun approach of social media,
      Read full review

      Screenshots

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