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Zoho CRM Plus is the industry's first unified customer experience platform that helps you bridge the gap between your sales, marketing, and customer service teams and deliver an exceptional customer experience. It combines sales automation, visitor tracking, intelligent chat bots, customer service, project management, email marketing, social media, customer surveys, built-in AI, and unified analytics—all on one platform.
Provider
Zoho
Located In
United States
Foundation
1996
Open API
Yes
Deployment
Cloud, SaaS, Web-Based
Mobile Apps
Android, iOS
Training
Live Online, Videos, Webinars, Documentation
Support
Knowledge Base, Chat, Email/Help Desk, Phone Support, FAQs/Forum, 24/7 (Live rep)
Small and Medium businesses, Mid-sized businesses, and Enterprise level businesses.
Content Source: Zoho CRM Plus
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Zoho CRM Plus Reviews
Pros
Data collection and consolidation is Zoho's real strength, and this is a vital strength for a CRM. Campaign management is another strong point.
The app offers very good functionality and some excellent features such as its preset analytics that make performance mgmt a much easier job.
The overall experience is Excellent, as it is very easy and convenient and budget friendly.
The ease of implementation and user interface. Features are impressive.
Cons
It's a terrible experience and often a complete waste of precious time.
Furthermore, instead of working with Gsuite, it tries to force you to send and receive emails from within the CRM with inferior functionality (no signature capability...).
Customer service is terrible, hidden fees, confusing.
The security framework turned a little bit confuse. The restriction were applied to pages instead of specific options in a page.
"Correct Improvement for entire Zoho Suite"
Pros: It finally centralizes incoming and outgoing communications within all different Zoho environments making it easier to oversee leads and collaborate. Before, our sales team was just operating in CRM as other tools were too many to handle. Our teams can now see much clearer what is happening in other markets and help out or generate new ideas together. Handovers internally are becoming faster as full history per contact is shown and traced.
Cons: It is not always clear if things are working or not, and there is a need to doublecheck per several environments if things are smooth. Support is not always there to answer quickly.
"Incredible power, but complicated processes."
Overall: Customer support is always great, super quick and helpful. The programs Zoho builds are very powerful and customizable but also very challenging to learn and implement into your specific organization. It takes a LOT of time to learn the program as the admin if you're not already familiar with multiple other powerful CRM programs. You just get SO much value for your money. Zoho products can operate your entire business, no matter the industry. I just may be significantly overkill for your needs. Likewise, sometimes a purpose-built tool (specific to your industry) will serve your needs better, and simpler than a tool like Zoho which is built to meet the needs of all company times, from tech start-ups, to retail empires, to social marketing companies, to SAAS companies.
Pros: - Industry leading integrations with tools like Zapier and others - The value is incredible. You're getting: Project management tools, Social media marketing tools, landing page builders, a fully customizable CRM, email builders, custom workflows, per account and per app permissions for each user, forms, etc. - The customizability of everything is fantastic
Cons: Zoho products in general feel like they were created by software engineers for developers or people with deep technical knowledge about how CRMs connect using hooks and how custom fields can be linked into reports. Its just a LOT to learn, even for someone with a good amount of technical knowledge. I wish the program felt a bit more natural to use. Everything about it feels so clinical or technical. I also wish there was an easy-to-use "Zoho University" to learn how to use all the crazy tools this has to offer. I've used this tool a LOT over 3+ years and there's still way more that I don't know.
"A good solution that could deliver much more"
Overall: So far, it has assisted us to streamline our contacts and leads with a new service line that has to run as a separate campaign. It has been challenging to set up processes and automation related to leads.
Pros: The app offers very good functionality and some excellent features such as its preset analytics that make performance mgmt a much easier job. Additionally, it offers the capability to extend your capability with other Zoho apps such as projects.
Cons: Despite the functionality it offers, it does not provide a unified journey for potential customer interactions. It does not actually help you actively manage your CRM processes. Furthermore, instead of working with Gsuite, it tries to force you to send and receive emails from within the CRM with inferior functionality (no signature capability...).
"Amazing platform "
Overall: Amazing, no complains. I am excited to keep using it
Pros: Its the most perfect tool ever. You can benefit from their ready to use templates but the most exciting thing is you can creste your own! Not mentioning you have every tool you need in one place
Cons: Nothing yet. I am really liking Zoho and intend to learn more.
"Very useful tool"
Overall: overall very good experience, works as advertise with good customer support as needed
Pros: Ease fo use, affordability, feature set, intuitive
Cons: some menus are not all that straight forward and require multiple steps to get some tasks done