Item: Zoho CRM Plus
Rating: 10
Author: Tony Davis

Overall Satisfaction with Zoho CRM Plus

Use Cases and Deployment Scope

Zoho CRM Plus offers several modules of which I primarily use Zoho CRM, Zoho Campaigns and Zoho Analytics. The CRM and Campaigns are used by both my company to promote ourselves with targeted email campaigns, as well as to manage email campaigns for select clients.

Zoho Analytics is used by myself as well as a product that I market to clients (Custom Dashboards). Zoho Anaytics is more than worth the cost of CRM Plus by itself as it's a joy to use and exceptionally intuiative.

Pros and Cons

Pros

Zoho CRM Plus is a powerful cloud based CRM which I integrate with Zapier allowing connectivity to hundreds of cloud based modules.
Zoho Campaigns is a huge improvement over my last CRM campaign and is easy to use and very visual based.
Zoho Analytics is something I couldn't do without as I've built detailed Dashboards for my clients with the Zapier interface providing the link to multiple data sources.

Cons

I don't have any cons for Zoho CRM Plus itself. Any powerful CRM system is always a learning challenge. You have to be committed to learning the system in order to get the most out of it.

Return on Investment

The ROI is significantly positive due to the comprehensive set of modules available.
Positive: My clients have better Dashboard data developed through Zoho Analytics than they do even though they use Salesforce. Also, Zoho CRM Plus can integrate with Salesforce or other system either through their own integrations or from Zapier.
Campaigns allows me to target specific prospects via HTML emails, and complete tracking. This is a complement to the more shotgun approach of social media,

Alternatives Considered

I've used Agile and Salesforce CRM. Zoho CRM is much easier to use and more visually intuitive that Agile, and is much less expensive than Salesforce. It's the entire suite of modules, at a great price, that makes Zoho CRM Plus standout from their competitors. I've also has great success whenever I've had to contact their support team.

Support Rating

I've always received a quick reply whenever I've reached out to support. Even better there is a wide variety of online help and tools including video's and screenshots describing how to get something done.

Key Insights

Do you think Zoho CRM Plus delivers good value for the price?

Yes

Are you happy with Zoho CRM Plus's feature set?

Yes

Did Zoho CRM Plus live up to sales and marketing promises?

Yes

Did implementation of Zoho CRM Plus go as expected?

Yes

Would you buy Zoho CRM Plus again?

Yes

Other Software Used

Agile CRM, Salesforce CMS, Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM)

Likelihood to Recommend

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.

Comments

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Zoho CRM Plus - Buy it now - you won't regret it.