Zoho CRM Plus

Score8.7 out of 10

117 Reviews and Ratings

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.

Categories & Use Cases

Media

1 / 5

Most Frequent Users

Top 3 industries using Zoho CRM Plus.

Based on HG Insights installation data

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#1 most frequent

Professional, Scientific, and Technical Services

37.9%

11 installations of 29

#2 most frequent

Information

13.8%

4 installations of 29

#3 most frequent

Manufacturing

10.3%

3 installations of 29

Péter György View profile

Sales Engineer in Sales at BENOCS GmbH (11-50 employees employees)

Use Cases and Deployment Scope

Best tool currently available in the market. I have been using the tool for more than half a year now and although the customer service could be better in my opinion it is still something that I would use in-case of an emergency. I would recommend the tool to daily users who are fed-up with Salesforce and it's rigorous processes

Pros

customer engagement
account management
reports

Cons

customer support
integration and APIs

Most Important Features

integration
UI

Return on Investment

automation
reduced work hours

Alternatives Considered

Salesforce Commerce Cloud and 1CRM

Daniel Garcia

Marketing Manager in Marketing at Olympic Hot Tub (11-50 employees employees)

Use Cases and Deployment Scope

We started using Zoho CRM this year to unify our marketing and sales activities. Prior to moving to Zoho CRM Plus we used muliple platforms which made it difficult to collaborate and integrate our marketing efforts with our sales team. We had to keep track of lead generation through spreadhseets from our lead forms. Our email campaigns and sales campaigns were sent through different application meaning we had to keep track of customer data in different places. Now with Zoho CRM Plus we all have our own license which allows for collaboration among teams.

Pros

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.

Cons

Zoho CRM could be a challange to customized, specifically blueprints and workflows

Most Important Features

Zoho forms as it's our main source for leads and processes that trigger actions
ZOho CRM is used by all our team members on their day to day to manage customer relations

Return on Investment

45% increase in lead generation compared to previous year

Alternatives Considered

HubSpot CRM

Other Software Used

Google Ads, WordPress, Microsoft 365

Kevin Croft View profile

Owner in Corporate at Real Estate King (1-10 employees employees)

Use Cases and Deployment Scope

Very Expensive for small companies, also force you to take things you won't need and can't be de-selected, very bad client service, looks good and all that but very expensive!! Don't bother better priced with similar usage out there i'm sure.

Pros

Leads

Cons

Price
expensive
Service

Most Important Features

leads

Return on Investment

expensive
un willing to assist

Alternatives Considered

Bitrix24

Other Software Used

Bitrix24

Kim Ashcraft

Division Manager in Corporate at Vanguard Organization Inc (11-50 employees employees)

Use Cases and Deployment Scope

We use it every day as a base to deal with our clients and keep track of emails, tasks, and phone calls. We use it monthly for campaigns. Sales IQ lets me know when someone is visiting our site, and I can start conversations with them. Social also me to post and engage from one platform.

Pros

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

Cons

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.

Most Important Features

Keeping track of interactions with prospects and clients
Able to post on social media on one platform
Can see all sales team on 1 calendar

Return on Investment

Positive impact: allows us to see the sales cycle and address issue
Negative impact: Having to jump in and out of the platform as it does not work with Microsoft or Gmail. Waste of time
Positive Impact: Can see see all of sales teams calendar in 1 place

Alternatives Considered

Act! CRM

Other Software Used

QuickBooks Desktop Pro, Adobe Acrobat DC, Microsoft Powerpoint

Chaitanya Kadivella

Co-Founder in Corporate at Aspire Tech Services (1-10 employees employees)

Use Cases and Deployment Scope

We manage a tourism website. In that we use various Zoho CRM products like CRM, Sales IQ, Analytics, Sales Inbox, Projects to manage the customer information and bookings. Zoho was extremely helpful in tracking our customer communication and cross selling and up selling our offerings.

Pros

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

Cons

Auto linking of customer's social media profiles to his contact.

Most Important Features

Sales IQ
CRM
Analytics
Projects

Return on Investment

Its helpful tremendously to record all our sales activity so that we can focus on improving which areas are not performing well.

Alternatives Considered

Freshworks CRM

SAP CRM discontinued

Microsoft Dynamics 365

Sprinklr Social

Oracle CRM duplicate

Zoho CRM Plus

What is Zoho CRM Plus?

Categories & Use Cases

Media

Who Buys & Uses Zoho CRM Plus

Most Frequent Users

Professional, Scientific, and Technical Services

Information

Manufacturing

Most Frequent Users

Small Businesses

Mid-sized Companies

Enterprises

Most Frequent Users

Engineering

Marketing

Sales

Zoho CRM Plus Reviews

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Other Software Used

Use Cases and Deployment Scope

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Other Software Used

Use Cases and Deployment Scope

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Alternatives Considered

Other Software Used

Use Cases and Deployment Scope

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Return on Investment

Alternatives Considered

Zoho CRM Plus Alternatives