Zoho CRM vs. Zoho CRM Plus

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Zoho CRM
Score 8.4 out of 10
N/A
Zoho CRM is a simple, very low-cost CRM option for the smaller end of the SMB segment. The product has several useful integrations with other products, including QuickBooks, and Google Apps and Google Docs. The product also has an integrated project management module.
$14
per month
Zoho CRM Plus
Score 8.7 out of 10
N/A
Zoho Corporation offers Zoho CRM Plus, a customer experience management platform that features a virtual AI assistant, process automation and business rules engine, and customer behavior analytics.
$59
per month per user
Pricing
Zoho CRMZoho CRM Plus
Editions & Modules
Standard
$14.00
Per User/Per Month
Professional
$23.00
Per User/Per Month
Enterprise
$40.00
Per User/Per Month
Ultimate
$52.00
Per User/Per Month
Plus
$57.00
Per User/Per Month
Basic
$57
per month per user
Offerings
Pricing Offerings
Zoho CRMZoho CRM Plus
Free Trial
YesYes
Free/Freemium Version
YesNo
Premium Consulting/Integration Services
YesYes
Entry-level Setup Fee$14 /user/monthNo setup fee
Additional Details
More Pricing Information
Community Pulse
Zoho CRMZoho CRM Plus
Considered Both Products
Zoho CRM

No answer on this topic

Zoho CRM Plus
Chose Zoho CRM Plus
It worked just fine, although they did same stupid live upgrades with bugs.
Chose Zoho CRM Plus
This stacks up pretty well against all other softwares, as this is the complete package by Zoho and provides solutions to all the problems faced in the sales, marketing and customer experience processes. It also has a better pricing model as compared to all the alternatives out …
Top Pros
Top Cons
Features
Zoho CRMZoho CRM Plus
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Zoho CRM
8.0
288 Ratings
4% above category average
Zoho CRM Plus
-
Ratings
Customer data management / contact management8.4279 Ratings00 Ratings
Workflow management8.1266 Ratings00 Ratings
Territory management8.0196 Ratings00 Ratings
Opportunity management8.3253 Ratings00 Ratings
Integration with email client (e.g., Outlook or Gmail)7.9248 Ratings00 Ratings
Contract management8.1203 Ratings00 Ratings
Quote & order management7.9203 Ratings00 Ratings
Interaction tracking7.9249 Ratings00 Ratings
Channel / partner relationship management7.7192 Ratings00 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Zoho CRM
7.7
221 Ratings
2% above category average
Zoho CRM Plus
-
Ratings
Case management7.9213 Ratings00 Ratings
Call center management7.3172 Ratings00 Ratings
Help desk management7.9189 Ratings00 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Zoho CRM
8.1
266 Ratings
6% above category average
Zoho CRM Plus
-
Ratings
Lead management8.2261 Ratings00 Ratings
Email marketing8.1219 Ratings00 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Zoho CRM
8.1
263 Ratings
6% above category average
Zoho CRM Plus
-
Ratings
Task management8.3248 Ratings00 Ratings
Billing and invoicing management8.0180 Ratings00 Ratings
Reporting8.1242 Ratings00 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Zoho CRM
8.1
258 Ratings
6% above category average
Zoho CRM Plus
-
Ratings
Forecasting8.0216 Ratings00 Ratings
Pipeline visualization8.0235 Ratings00 Ratings
Customizable reports8.3249 Ratings00 Ratings
Customization
Comparison of Customization features of Product A and Product B
Zoho CRM
8.0
277 Ratings
6% above category average
Zoho CRM Plus
-
Ratings
Custom fields8.4275 Ratings00 Ratings
Custom objects8.0222 Ratings00 Ratings
Scripting environment7.5178 Ratings00 Ratings
API for custom integration8.0203 Ratings00 Ratings
Security
Comparison of Security features of Product A and Product B
Zoho CRM
8.3
266 Ratings
0% below category average
Zoho CRM Plus
-
Ratings
Single sign-on capability8.3231 Ratings00 Ratings
Role-based user permissions8.3261 Ratings00 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Zoho CRM
8.1
165 Ratings
10% above category average
Zoho CRM Plus
-
Ratings
Social data8.1164 Ratings00 Ratings
Social engagement8.0156 Ratings00 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Zoho CRM
8.1
210 Ratings
11% above category average
Zoho CRM Plus
-
Ratings
Marketing automation8.3207 Ratings00 Ratings
Compensation management8.0138 Ratings00 Ratings
Platform
Comparison of Platform features of Product A and Product B
Zoho CRM
8.1
230 Ratings
9% above category average
Zoho CRM Plus
-
Ratings
Mobile access8.1230 Ratings00 Ratings
Best Alternatives
Zoho CRMZoho CRM Plus
Small Businesses
Salesmate
Salesmate
Score 9.8 out of 10
Sogolytics
Sogolytics
Score 9.0 out of 10
Medium-sized Companies
Creatio
Creatio
Score 9.4 out of 10
CustomerSuccessBox
CustomerSuccessBox
Score 9.5 out of 10
Enterprises
Creatio
Creatio
Score 9.4 out of 10
Verint Voice of the Customer
Verint Voice of the Customer
Score 9.5 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
Zoho CRMZoho CRM Plus
Likelihood to Recommend
8.3
(312 ratings)
7.2
(53 ratings)
Likelihood to Renew
7.5
(42 ratings)
-
(0 ratings)
Usability
8.0
(172 ratings)
7.2
(18 ratings)
Availability
8.9
(7 ratings)
-
(0 ratings)
Performance
8.3
(8 ratings)
-
(0 ratings)
Support Rating
6.4
(69 ratings)
7.7
(42 ratings)
In-Person Training
8.0
(1 ratings)
-
(0 ratings)
Online Training
5.8
(8 ratings)
-
(0 ratings)
Implementation Rating
5.4
(16 ratings)
-
(0 ratings)
Configurability
5.3
(114 ratings)
-
(0 ratings)
Contract Terms and Pricing Model
9.5
(21 ratings)
8.2
(16 ratings)
Ease of integration
7.1
(5 ratings)
-
(0 ratings)
Product Scalability
6.3
(6 ratings)
-
(0 ratings)
Professional Services
8.3
(7 ratings)
7.9
(4 ratings)
Vendor post-sale
8.1
(13 ratings)
-
(0 ratings)
Vendor pre-sale
8.2
(13 ratings)
-
(0 ratings)
User Testimonials
Zoho CRMZoho CRM Plus
Likelihood to Recommend
Zoho
Interfacing with our target clients at the correct minute is crucial in today's society. Another valuable include is its capacity to coordinated with other programs. It helps me in keeping track of the every day work emails I send to my colleagues or get. Zoho CRM makes it straightforward to consequence or send out information agreeing to our needs. Zoho makes a difference keep in mind individuals by means of e-mail and pop-ups, which dispenses with the issue of overlooking follow-ups and reminders. This not as it were helps within the organization of this incredible instrument but moreover within the execution of data.
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Zoho
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.
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Pros
Zoho
  • Hooks into our website and can import data from forms.
  • Has great automation tools built in.
  • Reporting features are great.
  • Easy to learn, makes it easy for us to onboard new users onto it.
  • Fairly customizable. We have fine tuned it to work the way we need it to.
Read full review
Zoho
  • 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.
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Cons
Zoho
  • Need some way to switch a field type without losing the pre-existing data.
  • The settings controls should be broken out differently - I don't like that I can't keep some users from exporting all contact records (i.e., the entire Contacts module) because if the export function is turned off, the export function of Reports for those same modules is also blocked.
  • Frustrating that only 3 custom lookup fields are allowed per module in our license.
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Zoho
  • 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.
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Likelihood to Renew
Zoho
i have already renewed my subscription twice. I am in the 3rd Year now. I have been using it for a while and have been recommending to my friends as well.. have attended ZOHOLICs the annual program of zoho and it gave me new insights of managing the crm solutoin.
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Zoho
No answers on this topic
Usability
Zoho
The methodology of the 'out of the box' user interface is fairly easy to learn. In some cases however, the interface is not consistent throughout the software. Upgrades to the interface has certainly improved some of this--- but now we are seeing the same kinds of inconsistencies across Zoho apps, particularly those more recently added to their platform. This issue is not major in that everybody on staff seems able to learn how to work the programs--- it's just annoying and less than efficient when inconsistent user interfaces or inconsistent terms are used in the programs and/or the requisite documentation.
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Zoho
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.
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Reliability and Availability
Zoho
In my many years using Zoho, I think there were only 1 or 2 days when there was something happening and I was not able to log in. Sure, it wasn't fun and we all panicked a bit, but right after that, all was well and work-life continued. Being cloud based, I'm never worried about losing my iPhone, iPad or Laptop as I know I can log in anywhere on any device and workflow won't stop.
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Zoho
No answers on this topic
Performance
Zoho
I don't recall every having any issues with a page not loading due to it being a Zoho issue. Anytime I've had any issues with something being wonky, I clear cache and that has always solved the problem. Or a simply computer reboot and we're back, hard at work. Look, I don't expect any product to delivery 100%, 100% of the time but if I had any consistent ongoing issues, I would have left many years ago. I still keep my eyes open to what is new but after a quick evaluation, I know Zoho will long be my home.
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Zoho
No answers on this topic
Support Rating
Zoho
We did the training and that was a huge waste of money. The information provided was basic and the instructor was sloppy (he even forgot to turn off his mic when he used the restroom - no one should ever hear what we heard). I offered up a 9 because we were able to find what we needed on your website.
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Zoho
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.
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In-Person Training
Zoho
I attended a Zoho-Holics event in Austin, TX, several years ago, and it blew my mind. So many industries were represented using Zoho in so many different ways. It was unbelievable all that I learned from that experience, as there were features that I wasn't aware of that I immediately started using. Best of all, the trainers were patient and knowledgeable
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Zoho
No answers on this topic
Online Training
Zoho
There is an endless supply of YouTube videos from Zoho and the many Zoho partners/consultants. Plus, Zoho has it's own library of training videos and webinars to learn from plus an entire community at the ready to answer any questions. While Zoho has been available for many years, there are constantly new training videos and webinars available for the novice and the experienced users.
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Zoho
No answers on this topic
Implementation Rating
Zoho
When you switch CRMs, you can automatically assume everything isn’t going to match up correctly. We had used Salesforce for 10+ years and had a ton of data and customizations. It was not a clean transfer, but we were able to sort it all out. The only issue that really bothered me was Zoho support. Even simple questions couldn’t be answered over chat, and we would have some team members try for hours to find the right answer
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Zoho
No answers on this topic
Alternatives Considered
Zoho
Free user access was one reason to use it more than any other software. Also, for a mid-size organization, the Salesforce cost was a little higher, and Pipedrive was almost similar to Zoho. As we were already using Zoho, we found no urgency to switch.
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Zoho
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
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Contract Terms and Pricing Model
Zoho
I think Zoho CRM is priced at a reasonable amount. Simply put, you get what you pay for and Zoho does not disappoint. My organization is comfortable with what we pay and pleased with continually renewing the software. The billing frequency is just right. There are no complaints on our end
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Zoho
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
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Scalability
Zoho
We're still in the early stages of scaling this across departments. We have high aspirations of doing this, but it takes time to migrate to the new system and to help people get acquainted of doing their work in a different way thru Zoho.
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Zoho
No answers on this topic
Professional Services
Zoho
In addition to being a user of Zoho CRM, we are a reseller as well. Often, at times our Partners request for on-boarding the platform configuration for them. During such requirements, we have utilized the Professional services team directly from the Zoho CRM team. Our partner feedback was quite positive, throughout.
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Zoho
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.
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Return on Investment
Zoho
  • because we are new to the CRM world, we wanted a product that was reasonably priced, yet had the features we were looking for
  • we have found a much higher customer engagement rate and ROI
  • we used to "lose" customers in our makeshift process. Now, all customers are being attended to.
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Zoho
  • 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,
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ScreenShots

Zoho CRM Screenshots

Screenshot of Deals - Cash in on all opportunities. Close more deals. Great sales management is all about prioritizing, tracking, and monitoring the deals in your pipeline. Zoho CRM gives you everything you need to manage deals across territories and sales structures.Screenshot of Activities - Keep track of all the tasks, meetings, calls, events, or activity records. Neatly organize the numerous records along with the activities associated to them such as follow-up, pre sales and post sales activities, phone conversations etc.

Zoho CRM Plus Screenshots

Screenshot of Screenshot of Screenshot of Screenshot of Screenshot of