Zoho CRM Plus

We use Zoho CRM Plus to manage customer relationships, to handle email campaigns, and to track our sales funnel from prospect to lead to customer. We use the ticketing system to keep track of items needing attention. We are working to integrate additional modules to track our quotes and follow our profitability.

Best tool currently available in the market. I have been using the tool for more than half a year now and although the customer service could be better in my opinion it is still something that I would use in-case of an emergency. I would recommend the tool to daily users who are fed-up with Salesforce and it's rigorous processes

We started using Zoho CRM this year to unify our marketing and sales activities. Prior to moving to Zoho CRM Plus we used muliple platforms which made it difficult to collaborate and integrate our marketing efforts with our sales team. We had to keep track of lead generation through spreadhseets from our lead forms. Our email campaigns and sales campaigns were sent through different application meaning we had to keep track of customer data in different places. Now with Zoho CRM Plus we all have our own license which allows for collaboration among teams.

Very Expensive for small companies, also force you to take things you won't need and can't be de-selected, very bad client service, looks good and all that but very expensive!! Don't bother better priced with similar usage out there i'm sure.

It has streamlined our process and saved us a fortune on alternative services.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

We currently use Zoho CRM Plus to manage all customer relationships, communications, sales activity, sales analytics, and other quality and performance-related metrics.

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.

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.

CRM, Email Marketing, Accounting, Project Management, Web Analytics, ChatBot, Remote Assist, Remote Presentations, Video Conference Calls

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.

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 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.

It is very important to have 1 single tool to manage everything:

1. Contact management.
2. Monitoring the sales activities.
3. Tracking on the project progress.
4. Publishing information to the social media.
5. Tracing campaigns & corresponding results.

Really great to avoid additional tools like social media management outside the CRM package... Once you have got everything in place, you will find a bigger bill but more importantly the time consumed.

Also, it is very important for a small business without the minimum number of user requirement.

I chose Zoho because no other system did everything I wanted it to do. I noticed that users could "program" the system to do what they wanted it to do. It's used as our CRM, e-marketing, and chat on our website.