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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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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

(1-25 of 54)
Companies can't remove reviews or game the system. Here's why
John Paul Mokski, MBA | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
  • The CRM interface is very intuitive and easy to configure.
  • Zoho CRM plus integrates well with other tools that we already use (Google Workspace and phone provider)
  • Migration was relatively hassle free as the system learns mapping and remembers it freeing up time.
  • Sometimes, I feel that I wait too long for it to load (I see a loading message).
  • The inability to mass update accounts easily (without a workaround) is vexing.
  • Setting up email campaigns is not as easy as it should be. The most difficult is being able to insert personal items (like the lead's name).
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • Zoho Social is the perfect app for managing social media channels
  • Zoho SalesIQ is an eye opener for gettting to know website visits
  • Zoho Campaigns provides a simple way to automate campaigns
  • Zoho CRM is a customizable platform that empowers sellers through actionable data and resources.
  • Zoho CRM could be a challange to customized, specifically blueprints and workflows
October 27, 2022

Marketing

Oliver Colon | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
  • Process Calls
  • Keep teams organized
  • organize analytical data
  • The startup process made me adjust my spreadsheets before migration.
  • users are only able to be on 1 instance of the software.
  • There is to many options
Score 10 out of 10
Vetted Review
Verified User
  • 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.
Score 9 out of 10
Vetted Review
Verified User
  • 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.
Score 7 out of 10
Vetted Review
Verified User
  • 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.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Marc Fishman | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Score 5 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Suzanne Vaughan | TrustRadius Reviewer
Score 1 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Score 9 out of 10
Vetted Review
Verified User
  • 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.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • 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
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • 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)
Laura Novelli Krick | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
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