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Zoho CRM Plus

Zoho CRM Plus

Overview

What is Zoho CRM Plus?

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.

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Recent Reviews
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Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Reviewer Pros & Cons

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John Paul Mokski, MBA | TrustRadius Reviewer
John Paul Mokski, MBA
Owner/Member
Acappella Freight, LLC (Transportation/Trucking/Railroad, 1-10 employees)
Péter György | TrustRadius Reviewer
Péter György
Sales Engineer
BENOCS GmbH (Telecommunications, 11-50 employees)
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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 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

What is Zoho CRM Plus? - A short overview of the included apps.

Zoho CRM Plus Competitors

Zoho CRM Plus Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
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.

Sprinklr Social and Microsoft Dynamics 365 are common alternatives for Zoho CRM Plus.

Reviewers rate Contract Terms and Pricing Model highest, with a score of 8.2.

The most common users of Zoho CRM Plus are from Small Businesses (1-50 employees).
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Comparisons

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Reviews and Ratings

(114)

Attribute Ratings

Reviews

(1-3 of 3)
Companies can't remove reviews or game the system. Here's why
March 18, 2022

Zoho CRM Plus is haute cuisine served at quick service pricing.

Marc Fishman | TrustRadius Reviewer
Marc Fishman
Director of Sales & Marketing
Call Center Sales Pro (Telecommunications, 51-200 employees)
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Use Cases and Deployment Scope
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.
Pros and Cons
  • 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.
Likelihood to Recommend
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 Feature Ratings
Customer experience management (7)
68.57142857142857%
6.9
Multi-channel customer feedback collection
80%
8.0
Product usage analytics
100%
10.0
Customer experience dashboard
70%
7.0
Customer journey mapping
100%
10.0
Churn risk scoring
80%
8.0
AI-powered recommendations
50%
5.0
Website A/B testing
N/A
N/A
Return on Investment
  • Allowed us to qualify leads as quickly as they entered the system. This maximized our opportunity to close "low hanging fruit" easily.
  • Allowed for better customer service through integrated automations that notified the right team members quicker to deal with issues.
  • Helped us to put together several old databases of "dirty" data. Clean it. And start fresh.
Support Rating
10
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.
Usability
9
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.
Professional Services
10
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.
Contract Terms and Pricing Model
Zoho was purchased a few months before I'd started.
March 08, 2022

Huge Results from Zoho CRM Plus Pending!

GM
Greg Muehlberger
Community Partnerships
Kingdom Way Ministries (Non-profit Organization Management, 1-10 employees)
Score 6 out of 10
Vetted Review
Verified User
Incentivized
Use Cases and Deployment Scope
Client database, email, social media campaigns, campaign results and stats, all digital applications
Pros and Cons
  • data tracking
  • client reporting
  • Start up is quite difficult for nongeek
  • Connectivity between various platforms
Likelihood to Recommend
CRM Plus is extraordinarily robust and to that, I would recommend CRM Plus to all my business associates.
Zoho CRM Plus Feature Ratings
Customer experience management (5)
56%
5.6
Multi-channel customer feedback collection
60%
6.0
Product usage analytics
50%
5.0
Customer experience dashboard
70%
7.0
Customer journey mapping
90%
9.0
Churn risk scoring
10%
1.0
Return on Investment
  • None at this point. We are still in implementation phase
Support Rating
7
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.
Usability
3
As responded before, we remain hopeful about Zoho CRM Plus but frustrated as to where we currently are in the set and implementation
Professional Services
6
The process is just difficult. We do not have an IT department or designated person for CRM applications, which leaves nontech (us) to navigate
Contract Terms and Pricing Model
7
I am certain that once we get Zoho implemented this will be a very effective tool for our applications.
February 24, 2022

Zoho CRM Plus is a must. Try if you are looking for a new backbone for your business operations!

Yann Finkelstein | TrustRadius Reviewer
Yann Finkelstein
Chief Operating Officer
InstantCard (Printing, 11-50 employees)
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Use Cases and Deployment Scope
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!
Pros and Cons
  • Lead Management
  • Ticketing Support
  • Email campaigns
  • Better UX design
  • Make it more intuitive
Likelihood to Recommend
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 Feature Ratings
Customer experience management (4)
67.5%
6.8
Multi-channel customer feedback collection
70%
7.0
Product usage analytics
70%
7.0
Customer experience dashboard
70%
7.0
Customer journey mapping
60%
6.0
Return on Investment
  • It has helped us meet or exceed our sales objectives
Support Rating
9
They are always available to provide support or at least guide you in the right direction.
Usability
8
It works great once setup, but can sometimes be challenging to setup and implement without reaching out to support.
Professional Services
9
They are always very professional and ready to help out and listen.
Contract Terms and Pricing Model
10
Good price for what we get.
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