Easy to use, lots of details & customizable product, with room for some flow improvement.
January 28, 2022

Easy to use, lots of details & customizable product, with room for some flow improvement.

Vishnu Mohan Choudhary | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Zoho CRM Plus

We use Zoho CRM Plus for all sales activity, including Project monitoring. There are a number of sub tasks under each project that we monitor against plan and actual, while also monitoring sales process. There are some challenges in tracking multiple integration projects under a single Purchase Order, which could be simplified or streamlined. Also updating of sub-tasks in a project, by individuals should not be considered as a separate user, since they only use one function. Zoho should consider this, since the functionality versus price in these cases is not justified. All said and done Zoho has been outstanding as a product.
  • Tracking Sales Process
  • Ability to customize fields & screens
  • Develop ad hoc & custom reports
  • Allow Project Task update without the need for a chargable User ID
  • Simplify large orders, which may have several sub-projects / tasks
  • Has helped me better manage our sales activity
  • Forced some discipline in the organization on data sharing
  • Helped us develop some better processes internally
Wish there were experts to review what we are doing right and wrong and help us clean up our act

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

Not sure

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


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


Did implementation of Zoho CRM Plus go as expected?


Would you buy Zoho CRM Plus again?


Any system needs commitment from its users. Zoho is relatively easy to use and also very customizable making it user friendly and therefore not something users would shy away from using
I would recommend that module wise update feature be opened up, for free to an additional 50-75% of paid users. These users can be restricted to work on a single module to update information only where they do not cross over multiple modules.
Good for sale process management, less useful as a project management tool

Zoho CRM Plus Feature Ratings

Multi-channel customer feedback collection
Not Rated
Product usage analytics
Customer experience dashboard
Customer journey mapping
Not Rated
Churn risk scoring
Not Rated