Zoho CRM Plus

Zoho CRM Plus

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Score 8.7 out of 100
Zoho CRM Plus

Overview

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Pricing

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Basic

$57

Cloud
per month per user

Entry-level set up fee?

  • No setup fee
For the latest information on pricing, visithttps://www.zoho.com/crm/crmplus/pricin…

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting / Integration Services

Starting price (does not include set up fee)

  • $59 per month per user
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Product Demos

What is Zoho CRM Plus? - A short overview of the included apps.
06:19
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Features Scorecard

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Product Details

What is Zoho CRM Plus?

Zoho CRM Plus is a unified customer experience platform that brings together customer service, visitor tracking, intelligent chatbots, email marketing, social media, surveys, project management, cross-functional analytics, and an exclusive email client for salespeople—all built around CRM. It is designed to eliminate data silos and improves team collaboration to deliver enhanced customer experiences.

Zoho CRM Plus Features

Customer experience management Features

  • Supported: Multi-channel customer feedback collection
  • Supported: Product usage analytics
  • Supported: Customer experience profiles
  • Supported: Customer experience dashboard
  • Supported: Customer journey mapping
  • Supported: Churn risk scoring
  • Supported: AI-powered recommendations
  • Supported: Website A/B testing

Zoho CRM Plus Screenshots

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Zoho CRM Plus Video

Get a simple overview of Zoho CRM Plus apps and how they help your sales, marketing and support teams deliver a consistent customer experience across every stage of the customer lifecycle. Sign up now for free : https://www.zoho.com/crm/crmplus/

Zoho CRM Plus Competitors

  • https://www.sprinklr.com/unified-cxm/
  • https://www.sap.com/products/crm.html
  • https://www.oracle.com/in/cx/
  • https://dynamics.microsoft.com/en-gb/

Zoho CRM Plus Technical Details

Deployment TypesSaaS
Operating SystemsUnspecified
Mobile ApplicationNo
Supported CountriesAll countries
Supported LanguagesAll languages

Frequently Asked Questions

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.

Zoho CRM Plus starts at $59.

Reviewers rate Support Rating highest, with a score of 9.6.

The most common users of Zoho CRM Plus are from Small Businesses (1-50 employees) and the Information Technology & Services industry.
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Comparisons

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Reviews

(1-25 of 49)
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Score 10 out of 10
Vetted Review
Verified User
Review Source
We manage a tourism website. In that we use various Zoho CRM products like CRM, Sales IQ, Analytics, Sales Inbox, Projects to manage the customer information and bookings. Zoho was extremely helpful in tracking our customer communication and cross selling and up selling our offerings.
  • Zoho Sales IQ was helpful in connecting with our customers and knowing their location to advise packages based on their location.
  • CRM was helpful in recording all the conversations we had customers and their deals and date of visit.
  • Analytics was helpful to identify the customer visit information and our profitability calculation
  • Auto linking of customer's social media profiles to his contact.
Sales IQ is well suited for communication.

Telephony feature is not supported in India is a drawback for us.
Score 9 out of 10
Vetted Review
Verified User
Review Source
We use it every day as a base to deal with our clients and keep track of emails, tasks, and phone calls. We use it monthly for campaigns. Sales IQ lets me know when someone is visiting our site, and I can start conversations with them. Social also me to post and engage from one platform.
  • Emails are automatically populated for contacts. No need to search inbox for conversations
  • Reports are easy to customize and use to track different aspects of our business and see where we are in the sales cycle
  • Survey allows me to see the bounce rate, who open and how many times, and rates responders, so we know who to contact immediately
  • Does not integrate with Microsoft word 2019 seamlessly. I understand Zoho Writer is the preferred method; however, fonts and layouts are not to Word's standards. I need to apply for a workaround to every letter.
  • I cannot send an email from Gmail. I need to use Zoho mail or Outlook. The workaround is to copy the email address and paste it into Gmail. The good thing is Gmail syncs with Zoho, so the outgoing and incoming emails do link with contacts. Ideally, I would like to use 1 platform.
  • Calendar should have options so priorities could be listed by color. Or, as an overview, I could see all users in a different color.
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.
Score 7 out of 10
Vetted Review
Verified User
Review Source
Our field sales reps use the system to manage deals and submit orders along with managing their accounts and related contacts. We have multiple custom modules within the system to help reps also. The system has a decent task engine where any record can have tasks and those tasks from any module all appear on one screen. We also use reporting dashboards extensively.
  • Manage tasks.
  • Decent dashboard reporting.
  • Easy to use.
  • Easy to customize.
  • 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.
Bang for buck you can’t beat it but be prepared for missing features and poor support. Features that are missing are always “in the roadmap” but take years to be delivered. A great system but becoming increasingly frustrating to use. Promised features are years behind planned release dates. A language barrier exists with support. It is very difficult to explain the most simplistic of issues. Their live chat support is very frustrating to use as a 3 question conversation can take an hour because support is probably handling 10 different chats at the same time!
Score 8 out of 10
Vetted Review
Verified User
Review Source
We use Zoho CRM Plus extensively throughout the organization. Salespeople use the CRM, marketing people use the marketing tools. Operations people also use CRM and Cliq to manage tasks on order fulfillment.
  • The ability to customize the CRM is unmatched
  • The ease of integration with other Zoho apps is excellent
  • The sales automation allows us to do more in less time
  • The value of the package saves us tens of thousands each year
  • The CRM does not have dynamic formula fields. You must edit the record to calculate a new formula field. A simple viewing of the record will not re-calculate the field.
  • Subforms on records are great but not being able to use these in email templates is a missing feature.
Zoho CRM Plus is well suited to companies with an IT-savvy administrator. To get the best out of this software you need to go beyond basic point and click interfaces. The ability to write and implement custom functions that extend the application is huge but it does take time to navigate the learning curve. If you want a ready-to-go system that is all point and clicks Zoho CRM Plus might not be the best for you. If you want a system that can be completely tailored to your organization rather than tailoring the company to the software then Zoho CRM Plus is for you!
Support is ok but not great. It can be lacking in certain circumstances.
Score 10 out of 10
Vetted Review
Verified User
Review Source
Zoho CRM Plus is the suite that offers 10 products under 1 unified interface. It's extremely easy to work in CRM, handle Sales IQ Chats, fip to Zoho Analytics, Desk, Projects, and Marketing. All apps exist in a left navigation menu and the interface is extremely intuitive to use. We needed a flexible solution and were fed up with Salesforce's games and migrated to Zoho and never looked back.
  • Easy to switch between apps.
  • Unified interface.
  • Very easy to administer.
  • Add marketing automation to the package.
  • Add Zoho Forms to the package.
  • Give the ability to hide Apps to certain user roles in left CRM Plus navigation.
We can handle Sales and Marketing in the same package. CRM, SalesIQ, Zoho Analytics are key for our Sales Team. While our IT Marketing Team can utilize the remaining applications. It's a great mix of Zoho products and assembled in an easy bundle.
Marc Fishman | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
Zoho CRM Plus was purchased as part of the Zoho One platform. With several leftover databases from acquired companies, and our older data (from Nutshell), we needed to implement a single CRM to drive our sales and operations teams. We use the CRM to keep track of leads, deals, and accounts (as I'm sure most do). We were seeking a solution in sales to operationalize the 'speed-to-lead' live leads (through companies like BuyerZone), as well as handle acquired lead lists we wanted to call through. As we continued to uncover the feature set, we also implemented automated email blasts to nurture leads. In Operations, we utilized Zoho CRM Plus to handle important notifications of statuses of our existing clients. For example, clients on the cusp of cancellation would trigger notification and changing of fields to help our customer service team to go through their processes. In time we optimized as many processes as we could using the workflows. This includes automating task lists, email notifications, and more. We've even started exploring the 'Canvas' feature to better optimize the productivity of our teams.
  • Workflows and Automations allow you to trigger nearly any advanced functions you could imagine to improve productivity.
  • Integrated email blast and parser.
  • Canvas UI builder allows you to reorganize content into the best configuration depending on the team members.
  • Automations and certain functions do need to be hard-coded... so a steep learning curve depending on your need.
  • PhoneBridge integration was not available for our system.
  • Integrated email inboxes are NOT related to ZohoMail, which means you can end up managing 2 inboxes.
For small to medium-sized businesses, you can't get a more robust CRM system for the money. Because of the ease of use of the workflow builder in a single day I was able to set up complex automation that triggered notifications and emails to both customer and sales team members based on actions on a landing page I built elsewhere in Zoho (Zoho Sites). Was able to make a CRM lead intake form on the site tie directly to the CRM such that a new lead got an introductory email from the company, assigned to a specific sales team member based on certain answers on the form, and then that sales team member received a direct message to their phone to take next steps. We also created automated task lists populated based on certain actions. For example, when a deal was 'Closed/Won', it triggers automated emails to the operations teams, and a 16 step implementation process is assigned to various team members to usher the new account into production.
We do use Zoho Enterprise Support, and it's worth every penny spent. Our representative is prompt and basically like an external team member. The entire Zoho Team — from our account rep to our support tech — always make sure they are listening to our needs and helping us achieve our goals with the software. From very meticulous coding of advanced automations to seeking integration solutions for 3rd party vendor data we want... we've ALWAYS been supported by the Zoho Team. The software meets our needs and inspires us constantly to "dial-in" better solutions to improve our productivity. That the support team is aligned to those goals just makes them happen all the quicker.
Score 5 out of 10
Vetted Review
Verified User
Review Source
Currently, we use Zoho CRM Plus to input in track sales leads as well as current clients and project info. <br>We use a pipeline feature to track your project sales and the different stages of the sales process.<br>We also use as a normal CRM for all contacts' contact info and we tag individuals in the companies to be put on different email marketing lists.
  • Tagging
  • Account/Company profile pages
  • Task/Reminder feature
  • Integration between CRM and Zoho Campaigns. Contact lists do no transfer over well.
  • Being able to mass select and mass delete contacts in CRM. This would have been helpful when we did an upload incorrectly before we fully learned the product and how we should have imported data.
  • Be able to tie account and contacts better without it being so manual. Wish accounts where called companies. Works better for our org structure.
Zoho CRM Plus it was great for sales and having detailed account pages with all the data and information you need for client calls and sales tracking. The integration between Zoho CRM and Zoho Campaigns is severely lacking and I wish the email functionality was better. The workflows and user experience is not intuitive and I feel like you need formal training before diving in.
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.
Score 9 out of 10
Vetted Review
Verified User
Review Source
We use it to identify inbound phone calls to identify if they are an existing customer or a new customer. If they are an existing customer, we are easily able to view past sales details to customize the ordering processing. In addition, we heavily use the salesIQ feature to chat with online customers and field online questions/issues.
  • Ease of integration with other zoho application
  • Ease of integration with external apps
  • All of the CRM Plus apps automatically interact with each other.
  • Clear guidance of what is/isn't included in the CRM Plus pack -- what level does CRM Plus provide compared to the individual app tiers.
Very well suited for small businesses
Very easy to reach support (via telephone or online chat) to answer in-depth technical questions or basic features/functionality questions.
Score 9 out of 10
Vetted Review
Verified User
Review Source
We use Zoho CRM Plus for lead management, CRM, and help desk software. It helps us collect and consolidate customer data from their first visit to our website all the way through the sales funnel to conversion and customer support.
  • intuitive design and user interface
  • workflow automation
  • lead data collection tools
  • team collaboration tools
  • handling and merging duplicates leads
  • assignment of help desk tickets
As a small business with limited resources to devote to learning a new CMS, Zoho is remarkably easy to understand and set up. We had been using Salesforce and we're treading water for months trying to get it to do what we needed it to do. With Zoho, we were up in running in a couple of weeks. And it does everything we need it to. I'm consistently surprised with everything Zoho has thought of - all of this functionality in a single app was a pleasant surprise.
Support has been excellent but the best part is that we really haven't needed it.
Score 6 out of 10
Vetted Review
Verified User
Review Source
Client database, email, social media campaigns, campaign results and stats, all digital applications
  • data tracking
  • client reporting
  • Start up is quite difficult for nongeek
  • Connectivity between various platforms
CRM Plus is extraordinarily robust and to that, I would recommend CRM Plus to all my business associates.
While initial 45 active support was always responsive and the few times I have requested email support was helpful, our ability to get CRM Plus launched still seems miles away and uncertain how to progress from here.
Suzanne Vaughan | TrustRadius Reviewer
Score 1 out of 10
Vetted Review
Verified User
Review Source
We use it for tracking all correspondence and calls with leads and contacts. We store all product information on products sold. We use it for reminders and tasks and cases. It helps to keep sales and customer service organized. We also use it for workflows and marketing automation.
  • Automated Campaigns
  • Reporting
  • Data organization
  • I think that Outlook integration with Zoho CRM is horrible. You have no control over where the emails get attached and IMAP does not always work as it should. One reason we are considering leaving the platform.
  • Having all emails show up on an account vs having to go to each contact would be great. It used to do this but no longer with IMAP.
It is fine for storing contact information and notes and manually adding information, but in my opinion, the Outlook IMAP integration is horrible. The old Zoho CRM plug-in for Outlook was great and allowed control over where an email got attached. Now the system chooses for you and in our experience, we are finding some emails are not adding and some are not visible to everyone even though we are all set to public. I dislike the new system and I have no confidence that data is being captured properly.
Support has been responsive but they can't fix the outlook integration issue and seem to avoid it.
Score 8 out of 10
Vetted Review
Verified User
Review Source
We use Zoho CRM Plus for our end-to-end sales ops and delivery operations. We also use it for customer surveys and email campaigns. We use it internally to manage projects and tickets. We use Sales IQ to provide live chat support as well. We also use its analytics tool to keep a close eye on our critical KPIs.
  • It is highly customizable
  • It has good integration capabilities through APIs
  • It is fast to deploy
  • Good knowledgebase and articles to support users to quickly understand and adopt the tool
  • Reporting and analytics are difficult.
  • HTML coding could lead to strange results. Report emails, especially in analytics, are not very friendly. It looks like a poor-resolution picture.
  • Survey tool is not very customizable, especially if you want to embed it in your webpage. The pop-up does not behave properly sometimes.
Zoho CRM Plus is well suited in managing sales ops from lead generation to billing. It is also a good tool for project management and ticketing and creating KB. It adequate for analytics, but that still needs improvement.
The support is very responsive, but the support staff are not always well aware of the product's capabilities. Chat support is slow in replying except for a few support agents, so resolution takes time, but Zoho is very supportive and responsive in general.
Yann Finkelstein | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
We use Zoho CRM plus as a major backbone for our business operations. We use CRM, Marketing Automation, Desk, SalesIQ and Invoicing. These tools all work and play well together and once setup, they allow us to streamline and improves our internal processes. We have been using Zoho CRM Plus for 5 + years and are very happy with it. Their engineers are always listening for new features to keep improving the platform. The value is amazing for the cost, compared to other CRM platforms out there. We definitely highly recommend giving Zoho a shot if you are looking for a new backbone for your business operations!
  • Lead Management
  • Ticketing Support
  • Email campaigns
  • Better UX design
  • Make it more intuitive
It is well suited for a small/medium sized business looking to streamline their back end processes (CRM, Marketing, support, invocing, etc)
They are always available to provide support or at least guide you in the right direction.
Score 9 out of 10
Vetted Review
Verified User
Review Source
We currently use Zoho CRM Plus for pre-sales, from contact with a potential lead through the sales process. We are now expanding to include active client management as well.
  • Easily customized.
  • Great customer service.
  • Campaign features very easy to use.
  • Reporting can be very difficult.
  • Mapping fields not available in all modules.
  • The campaign HTML code is wonky and causes strange results. You need to understand HTML to correct.
  • Not completely clear the security surrounding data at rest, or chats.
I have been very pleased with Zoho so far. I find it easy to work with and when I get stuck, the help chat feature works great. The support staff has always been very friendly and helpful. When I run into problems it is typically when trying to make the system do something it is not designed for! My only trepidation is knowing the system is completely secure, and sensitive information is safe. As we deal with HIPPA as well as government agencies we need to ensure complete security and data storage in the US.
They have always been incredibly friendly and very helpful.
Score 9 out of 10
Vetted Review
Verified User
Review Source
We use Zoho CRM Plus to all sales related activities, customer relationship, product management, website chat, website tracking, social media management, email marketing, analytics and reporting. Overall it really helps us streamlining marketing and sales processes, measuring and improving them.
  • Customization is easily done and doesn't necessarily require an expert (not like with some competing tools)
  • Documentation, forums and customer support is great
  • API is well documented and works like a breeze
  • Unlimited sandboxes and two click deployment of changes is awesome
  • Free developer user account for external vendors
  • Data enrichment on accounts/contacts works poorly to what I've seen in other software
Zoho CRM Plus brings a lot of functionality at a very reasonable price. With custom modules, functions etc you can pretty much build whatever you need. For the end-user I find it to be very convenient and easy to use.
Support has always been quick in responding and very knowledgeable. Nothing to complain.
Score 9 out of 10
Vetted Review
Verified User
Review Source
We use Zoho CRM Plus for sales, marketing, and service delivery. We selected Zoho CRM Plus after using competitive products from Microsoft, Salesforce, and early contact management systems. Our business is helping owners/CEO's of computer software technology organizations get the most out of their sales and marketing organizations. Our focus on CEO's/Owners is deliberate as many organizations are misfiring on sales and marketing due to factors outsides of the sales and marketing departments. We quickly identify these problems and work with the CEO to remedy the problem in days and weeks, as opposed to most organizations that just want you to invest more dollars in their tools. We recommend Zoho CRM Plus due to its comprehensiveness, expandability, configurability, price point, and overall business model. It is one of the few solutions that can focus on a customer's business and processes at a very fair price. The price point, configuration capabilities, and tremendous breadth of functionality are best in the business.
  • Customer Relationship Management. (Sales, Marketing, Services). All are in one location and provide 360 degree views to all departments
  • Opportunity and Pipeline Management - Multiple pipelines and forecasting capabilities.
  • Project Management - Extremely functional PM software full integrated with CRM
  • Digital Marketing Management (website integration, Artificial Intelligence)
  • Deluge debugging tools within functions
  • Email templates that are more character based and not so graphical.
  • More advanced reporting (reports - in reports) (we know it's coming though)
We made the switch from Salesforce.com to Zoho CRM due to Zoho's flexible business model. Salesforce required payment for the year in advance, and you have to provide 90 notices of non-renewal. Salesforce would not allow smaller companies to not pay all upfront. Zoho provides a good discount for payment upfront but lets the customer choose. Zoho has great out-of-the-box functionality but also has the ability to make configuration changes based on workflows, business templates, and field changes. This "personalizes" the experience for the users and company and also drives more adoption and use for the company.
I have had minimal first-hand experience with support, however other users have had great experiences.
Laura Novelli Krick | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
We currently use Zoho CRM Plus to manage all customer relationships, communications, sales activity, sales analytics, and other quality and performance-related metrics.
  • Customer support, even when the solution is not simple follow through and get an answer.
  • Module customizations for unique business needs.
  • Inter-program functionality i.e., Microsoft 365 with ZOHO applications.
  • Continuous program improvements to functionality and usability.
  • Custom developer access/networking for small business project support.
As a small business, customization without a lot of investment, and ease of integration and functionality with solid support and great features, at an affordable price is why we chose Zoho CRM Plus.
If the person can not resolve my issue, they quickly get back to me by email. But for the most part, the assistance has been fantastic.
Score 9 out of 10
Vetted Review
Verified User
Review Source
Zoho CRM Plus is the best solution for all small and enterprise businesses. We personally used it and also it covered all of our needs. The support teams are also best at their place to help us anytime and with detailed explanations.
  • Survey
  • Zoho Social
  • Zoho CRM
  • Zoho Campaigns
  • Zoho Campaigns need some improvement
Zoho CRM provides the best solution which every business requires.
Sometimes I got delays in support but it can be excused has its a big product and we can understand the delay
Score 10 out of 10
Vetted Review
Verified User
Review Source
The ultimate CRM, we use this for standard customer relations management, however, it goes way beyond a basic CRM. We integrate our web visit with the CRM, email campaigns, customer repairs, warranty claims, web-to-client chat services, and more.
  • Customer relations integrations
  • Email marketing campaign
  • User website tracking
  • Project management
  • There are many automation features that I do not use, but I should.
It will suit any business that has clients and sells products or services.
There is always a Zoho expert on hand to chat to and resolve most issues.
Score 10 out of 10
Vetted Review
Verified User
Review Source
We use it to manage inquiries, clients, our email database, manage our social media accounts, and so much more. It's something that is a vital part of our business.
  • Intuitive email campaigns, so the system gets smarter the more we use it... meaning our email open and click through rates increase with each use.
  • Everything syncs between the CRM and email campaign side.
  • Social media posting can be done at optimal time for each platform based off previous engagement.
  • Easy-to-use apps that allow us to work while away from the computer.
  • I'd love to be able to add a new item in a drop down menu without having to go to settings.
I tell every business owner that I meet with to consider Zoho CRM Plus and explain all the great features and how it will help their business. There isn't a single scenario that I can think of where Zoho wouldn't be the right choice.
Hands down the best customer service team ever! The lengths they go to when I have a question is unbelievable! They constantly follow up via phone and email to make sure you don't have any additional questions and to make sure you're able to use the software in the best way possible for your business. The most gracious team of people I've ever had the pleasure of working with.
Score 10 out of 10
Vetted Review
Verified User
Review Source
CRM, Email Marketing, Accounting, Project Management, Web Analytics, ChatBot, Remote Assist, Remote Presentations, Video Conference Calls
  • Email Marketing
  • CRM
  • Data Collection Forms
  • No Code Scripting
  • English Language enunciation from Tech Support
Zoho performs well in sales & marketing environments and is certainly more price-competitive than many of the better-known competitors, based in California. The latitude for customization for each company (without having to engage an outside professional services firm) is unparalleled. Tech support hold times are very reasonable and there is a plethora of training available on the internet. Zoho is the largest company no one in the U.S. has ever heard of. They are tuned into their customers.
Tech Support hold times are incredibly short. The support staff is product-specifically knowledgeable. They always have senior-level support for tough questions. They fix bugs incredibly fast. They have industry-specific User Groups, to address Zoho products in numerous verticals.
Vishnu Mohan Choudhary | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
We use Zoho CRM Plus for all sales activity, including Project monitoring. There are a number of sub tasks under each project that we monitor against plan and actual, while also monitoring sales process. There are some challenges in tracking multiple integration projects under a single Purchase Order, which could be simplified or streamlined. Also updating of sub-tasks in a project, by individuals should not be considered as a separate user, since they only use one function. Zoho should consider this, since the functionality versus price in these cases is not justified. All said and done Zoho has been outstanding as a product.
  • Tracking Sales Process
  • Ability to customize fields & screens
  • Develop ad hoc & custom reports
  • Allow Project Task update without the need for a chargable User ID
  • Simplify large orders, which may have several sub-projects / tasks
Good for sale process management, less useful as a project management tool
Wish there were experts to review what we are doing right and wrong and help us clean up our act
Score 1 out of 10
Vetted Review
Verified User
Review Source
It is NOT being used because [I believe] it doesn't work. STOP TESTING YOUR UPDATES ON LIVE CUSTOMERS!!! [In my experience] every rollout had at least has some fairly major bugs, but this one has my whole company at a standstill.
  • Freezes up.
  • Stops Working.
  • Updates on Monday morning.
  • Make sure your new features/interfaces, etc work before rolling them out on live customers.
I have like Zoho in general. I haven't been able to use Zoho Plus because they forced it on me, and [I feel that] it doesn't work. Literally staring at a loading screen for almost the last hour.
Score 9 out of 10
Vetted Review
Verified User
Review Source
We use Zoho CRM Plus to help automate our sales and marketing efforts in the company. We use Campaigns and SalesIQ for marketing, and almost the entire sales automation capabilities. Our executive management team also uses Zoho CRM to drill into sales efforts for existing and new customers, and our engineering team uses Zoho CRM+ as a basis for managing the quotation process.
  • 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.
  • It would be nice to have more comprehensive video's and explanations on how to customize the system.
  • It would be nice to have a listing of local resellers and consultants so that if we needed help we could get it. We would prefer to work with local people than virtual conversations
  • It would be nice for Zoho CRM Plus to integrate telephony with cell phones instead of having to purchase a telephony system that integrates with Zoho CRM.
• For organizations that have yet to make the CRM move, Zoho CRM Plus is a great place to start.
• For organizations looking to provide more integrations between their sales, marketing, and services integrations, Zoho CRM Plus is an affordable way to experience those benefits.
Score 10 out of 10
Vetted Review
Verified User
Review Source
Zoho is used by the whole company. We link Zoho CRM Plus to our Shopify websites; we use Zoho Social; we use Zoho campaigns and we keep track of all of the touchpoints with our customers. Our customers are dentists and we have to capture many fields of data about the customers. We have to associate different accounts and create market segments--Zoho allows for all of this customization.
  • Zoho modules make sense for marketing and interconnect very well.
  • It is easy to train new employees to use Zoho CRM Plus.
  • Customization of the dashboards and reports is very straightforward.
  • Employees of all ages can use Zoho CRM Plus.
  • We have struggled to figure out groups, tags, and other segmentation features.
  • Zoho can pull directly from Google Drive but not Dropbox.
  • User meetings could expand training in use of Zoho Social.
We started our company with Zoho and have "grown up" with it. It is not intimidating to use. It is easy to research features and get answers to questions. There is always more that we could do with Zoho, but we also have been satisfied with its total reliability. I have recommended it to many friends starting out, and I have also seen 3 friends use very complex and extensive applications of Zoho CRM Plus.
We have been successful in getting all of our questions answered
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