Zoho CRM Plus

I migrated my company from another CRM that we used for years. While it was effective, it lacked the great browser feel of Zoho. Many of the items on offer from Zoho for free were items that were fee based at the prior company. Additionally, I like the ability to pay monthly and not have a minimum number of users. I have had a great experience receiving support from Zoho thus far.

Every company needs to have a process for their sales and marketing. Zoho CRM Plus makes it simple to integrate your process which then empowers any company to increase their presnece online and offline, track visits to their website, generate leads and manage their customer relations. All this in one platform where you only have to log in once.

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.

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!

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.

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.

CRM Plus is extraordinarily robust and to that, I would recommend CRM Plus to all my business associates.

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.

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.

It is well suited for a small/medium sized business looking to streamline their back end processes (CRM, Marketing, support, invocing, etc)

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.

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.

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.

It will suit any business that has clients and sells products or services.

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.

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.

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.

Zoho CRM Plus is best for small business owners or niche market places that need customized CRM with surveys and social.

I have recommended Zoho to a number of friends/colleagues. I love the organization and leadership team at Zoho. They strive for excellence at a high level.

Zoho CRM Plus is rich with applications to address sales, marketing, post-market follow-up, social media marketing, customer portals for addressing concerns. It is appropriate for larger companies with multiple users. There are many customization options. Tracking sales by territory, filtering groups for email campaigns by customer and getting data on open and click rates are great features that I use.
I have not gotten a vote of confidence from our accountants to use Zoho for financial data, for example, billing and invoicing. So we still use QuickBooks and have to integrate

Zoho CRM Plus is a suite of modules so there is very little it cannot do. But, if there is something, then you can use Zapier to access modules that complement Zoho CRM Plus. I've got several data sources that automatically update CRM Plus whenever there are changes to the data in that module - this is accomplished by Zapier tasks.

You can also use any of the modules as a standalone basis which is what I originally did with Zoho Analytics, and then grew into using the CRM and Campaigns.

I believe Zoho fits all kinds of businesses. The flexibility with custom modules allows anyone to create solutions. The workflow rules and automation are amazing for any need you might have. I'm sure, and have seen in the past, that Zoho will provide a solution to many different problems.

The only case I've found Zoho will not fit the requirements for is a business that has full or high dependency on Instagram as a source of leads or clients. The integration is still poor.

I run my business and my life on Zoho CRM Plus. It keeps me organized, stores my rolodesk, and allows me to market to my customers.

I think Zoho CRM Plus is well suited for administrators who are technically-inclined/able to clearly envision their needs as an organization and customize the platform accordingly. I happen to be that type of user, so it's hard for me to say whether or not someone less experienced with CRM systems would also have a positive experience .... certainly seems as though they would, given the customer service.