Item: Zoho CRM Plus
Rating: 10
Author: John Paul Mokski, MBA

Use Cases and Deployment Scope

We use Zoho CRM Plus to manage customer relationships, to handle email campaigns, and to track our sales funnel from prospect to lead to customer. We use the ticketing system to keep track of items needing attention. We are working to integrate additional modules to track our quotes and follow our profitability.

Pros and Cons

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).

Return on Investment

Significant time savings in not having to enter inbound calls manually.
It's really kind of fun to use. It's light, it's comfortable and yet powerful, so it fills all the boxes.
The Zia tool is way overrated. Most of the time it cannot understand the simplest of questions. This is frustrating.

Alternatives Considered

Sugar Sell (SugarCRM) and Sugar Connect

Zoho is equally competent in terms of its abilities. It is more intuitive to change (I can drag and drop items easily to customize). I find the HTML capabilities of the email module to be up to modern standards, whereas Sugar was a little behind. The Gmail extension works better as Zoho. While I have nothing really negative to say about Sugar's abilities, Zoho is a better solution for our smaller company.

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

QuickBooks Online, Descartes Logistics Technology Platform, ChatGPT, DAT One, Truckstop Load Board

Likelihood to Recommend

I migrated my company from another CRM that we used for years. While it was effective, it lacked the great browser feel of Zoho. Many of the items on offer from Zoho for free were items that were fee based at the prior company. Additionally, I like the ability to pay monthly and not have a minimum number of users. I have had a great experience receiving support from Zoho thus far.

Super Satisfied New Zoho CRM Plus Small Business Customer

Overall Satisfaction with Zoho CRM Plus