Fully functional and easy-to-use CRM system that allows you to do more with less
February 10, 2022

Fully functional and easy-to-use CRM system that allows you to do more with less

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Zoho CRM Plus

We use Zoho CRM Plus for sales, marketing, and service delivery. We selected Zoho CRM Plus after using competitive products from Microsoft, Salesforce, and early contact management systems. Our business is helping owners/CEO's of computer software technology organizations get the most out of their sales and marketing organizations. Our focus on CEO's/Owners is deliberate as many organizations are misfiring on sales and marketing due to factors outsides of the sales and marketing departments. We quickly identify these problems and work with the CEO to remedy the problem in days and weeks, as opposed to most organizations that just want you to invest more dollars in their tools. We recommend Zoho CRM Plus due to its comprehensiveness, expandability, configurability, price point, and overall business model. It is one of the few solutions that can focus on a customer's business and processes at a very fair price. The price point, configuration capabilities, and tremendous breadth of functionality are best in the business.
  • 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)
I have had minimal first-hand experience with support, however other users have had great experiences.

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It is very user friendly and intuitive.
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.

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
AI-powered recommendations
Website A/B testing
Not Rated