Zoho CRM Plus Reviews & Product Details

Its user interface and easy to used with minimal support

Currently, the support team is working on determining the time needed to resolve the query.

Allows customer to do more custimistion.

One pricing for all the most used and relevant tools and dashboards required for customer relationship management and sales funnel management

Just like all the CRM tools, small to medium startup struggle to configure the tool to fit in to the process

Sales Funnel Management and Customer Relationship Management with helpdesk, surveys, social media management etc.,

Zoho CRM Plus is a package of many powerful tools which helps increase the productivity of the organization. SalesIQ is one of the best features of Zoho CRM Plus which helps in live chat and visitors tracking.

The user interface needs little improvement, but overall having a good experience with Zoho CRM Plus.

Zoho CRM Plus is a very helpful tool in our business operations. It helps in email marketing, tracking visitors, conducting surveys, and having live chat with customers.

Ease of deployment, ease of use, customization capabilities, multichannel communications, integration with Whatsapp and social media, tasks and leads follow up and automated reminders

It was kind of tricky when importing data from previous CRM; importing templates tends to be restrictive in terms of getting data from CVS files or other DB Info

Leads follow Up; agenda follows up forsales reps; Omnichanel comunications with existing and propspecting customers; marketing campaigns follow up and segmentation

1. The ability to create different/multiple modules for each department. 2. Easy provision of different roles, profiles, and user permissions 3. Workflows are a great plus point for automating tasks.

1. Mass deletion of records of 50000 plus is not possible. 2. The history of records when changes are made by bulk import is not shown in the history tab. 3. In the view section, 100 is the limit. It can be extended to more than 100 to view more records on a page.

1. Many of the manual field updates are now solved by implementing Workflows 2. Easy trace of changes or updates made to records via feed notification. This makes communication easier.

It helps me to interact with clients on a timely basis. It helps us to set reminders. The reminders are being notified through pop up and emails. This feature is too good.

We are unable to edit the previous notes or the saved notes.

It helps to set tasks and manages the daily, monthly and yearly activities. The fields available in the ZOHO CRM are clear. This feature has increased the business performance and has enhanced the productivity.

As a CRM you would be hard pressed to find a better one. Creating a tasks list has been very important.

sending mass communications has been difficult in the past

For those who find the grind of managing a pipeline difficult, ZOHO makes this easier.

I love the phone app associated with Zoho. I used to use it daily when I was in outside sales. It has several functions I wished many other CRMs would add. I do like the customization you can do also.

I began using Zoho in the early stages I believe. I was greatly impressed with the program, the flexibility, and the support. When the prices increased and the support when down, I migrated to another platform.

I was using it as a full CRM tool for my company. I began to get overwhelmed when they were adding so many different things like ZOHO one and sales IQ. The program allowed me to work online and not be tied to a desk and the app integrated beautifully.

It's very helpful to see who is visiting our website, and where clicks are coming from. Zoho is great at tracking all the data for us.

It's a bit limited but overall I don't have any dislikes that stand out!

Tracking website visitors! Zoho solves this problem seamlessly!

Zoho CRM provides us a good experience in accounts leads and accounts Management beside the Zoho CRM Dashboard which the most I like it ,This Dashboard helps us alot in creating challenges between sales team for new campaigns as the Dashboard viewed also from the Management so it gives sales team motivation for new campaigns beside the branding for bills and invoices which issued for our customers

Zoho CRM having no major issues it works fine but sometimes Customer support delay in responding and some reports related to new projects not appear on the Dashboard which related to he account leads and won leads

We are using Zoho CRM in managing new customers and new leads from the sales team and to see the history of the account from who created the account till the lead becomes successful also for new projects to see the sales team performance and progress in these campaigns beside providing reports for new deals within specific period or specific territory

integration of all contacts, filters and sorting is easy

cost is on the higher side can be a bit on the lower side

day to day tracking of leads is on the more accessible sides.

Easy Navigation: I kind of love how easy it is to find their way around the platform. The simple layout makes it hassle-free for everyone on the team. Time-Saving Automation: I find the automation features super handy. It helps them automate repetitive tasks, like sending follow-ups, making their work more efficient. Easy Integration: I appreciate how Zoho CRM Plus integrates smoothly with other Zoho apps. Everything feels connected, saving time and effort.

Support Response Time: I sometimes feel that the support response time could be quicker during peak times or urgent issues.

Zoho CRM Plus is solving the problem of managing customer relationships smoothly. It benefits us by bringing everything together in one place. We can easily keep track of their interactions with customers, organize information, and work better as a team. It helps them save time by automating repetitive tasks and gives valuable insights about customers, helping them make smarter decisions to grow their business.

Zoho CRM is very simple to use, the User interface is great and the data provided by Zoho CRM is precise. The tool also allows you to get filtered information & at your fingertips.

In my opinion, the UI should have been more attractive. I think a tool with so many great features, an excellent & beautiful UI would have made Zoho CRM reach more audience.

The data fetching & the reporting part are the parts we are using. With my experience, I would say Zoho CRM helps a lot in making things done in a quicker way saving a lot of time.

It has useful dashboards and everything in a very easy to access user interface. I can access Customer details, Notes, Attachments, contact details, Tasks, Emails related to a contact, Deals etc in one place.

Sometimes the server is a bit slow, they can improve the speed of access. Also customer service can be improved a bit.

We use Zoho CRM to store all our customer details and use it for invoicing and account maintenance purposes.

The best feature for us using the CRM plus version is the seamless workflow automation, which helps us trigger more advanced features required for our usage.Also the email blaster is an excellent to-have feature which saves a lot of time in bulk emailing.

The only tricky part for us was customer ticket management, as it became a tedious task to create or ask a customer to create it. Also, on more annoying thing is the email integration with outlook it is just not easy, and we have to manage two inboxes at times.

We majorly use it for customer and campaign management as these were the primary requirements of our teams. Our older support system was a pain, and we wanted to use it to ease our resources and manage campaigns easily.

Zoho CRM is such a niche product easy to implement for the organization and optimized enough to customize the product as per sales flow needs. It has easy to develop workflow environment.

ZOHO CRM has a very inefficient marketplace. If you are looking for pre-built extensions then ZOHO CRM lacks in that matter. Also, configuring email to Zoho CRM is not very effective as it shares all the emails with its peers. which in some cases is not suitable for the organization.

It is a well-established platform in terms of salesforce. Also in terms of workforce automation. We are currently managing all the sales process through the CRM which give a prominent overview of the entire sales cycle. Using the ZOHO CRM we have an overview of the sales cycle it helps the organization to take effective steps toward the growth and can understand the blockage in the sales process.

We had used Zoho to introduce automation in the sales and marketing strategy of the company. Our sales persons use Zoho CRM plus to analyze the sales effort for existing and new customers. I use the territory management feature to track sales by representatives. This is also a feature unique to Zoho CRM Plus. This helps us track commissions for the reps.

We have faced some issues with the customization of the system. It would be great if we had a complete explanation of the customization process. I would also like to suggest improving the integration with cell phones. While there is a way to deduplicate contacts, leads and accounts, there currently is not a way to deduplicate products. I would like this feature added.

In this competitive world, technology is the only key to survival and growth. Thus, we had used Zoho CRM to automate the sales and marketing efforts of the organization for better results. Zoho CRM plus also helps to make the Sales team on track with their sales pipeline management.

When I'm making modifications the system is designed to guide me around the setup section without seeking support. However, if needed, live chat is available most of the time and a remote session is possible for more difficult tasks which tend to be resolved quickly and efficiently.

It can be difficult to achieve some more sophisticated automation; specifically with email and marketing. I find that the system is really targeted around the way the customer journey works whereas more scalable systems have this incorporated within their setup e.g. salesforce

I have been able to manage processes for users within our organisation more effectively to reduce time that was being wasted and standardise the way in which staff operate to enable valuable reporting.

The sorting filters are really good. It's appropriate for a small business particularly for e-commerce businesses. Also the new features like Sales Automation, Visitor Tracking and Customer Survey are a huge add on.

It takes a bit of time to sort or process large amount of data. If that particular process could be shortened then I guess ZOHO could be as good as Salesforce.

There are a couple of features which are very helpful in ZOHO CRM plus like the sales automation, visitor tracking and customer survey. These features makes any salespersons work a lot easier. It's easier for a salesperson to close sales and analyse data using the new inbred features like Marketing Automation and Social Media.

I love that I can customize the forms and reports so I can collect the specific information I need and run reports using that information. This way I get what I need in a way that works for me and my business. I can add on as my business expands. Their product suite is extensive and I can get what I need in the size that suits me best. Before I purchased they were very willing to answer all my questions. After I purchased they checked in on me to make sure everything was going well and to answer any additional questions I had.

With the advanced and increased functionality comes a longer and steeper learning curve. So the time it takes to learn all the moving parts can be daunting. I suggest setting aside a lengthy miigration / transition period. There are so many componets and moving pieces it was easy to get overwhelmed. Some of the fields couldn't be modified in a way I needed them so I had to create new fields. It wasn't as clean as I would like.

I wanted a product that allowed my to gather information from the website and feed it directly into my CRM without having to re-type the info. I can automate the process for what to do with information based on what form gathered it.The duplication of effort is removed saving time and keeping my data clean,