Zoho CRM Plus Reviews & Product Details

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,

I like how this product allows one to manage the clients,team mates and various project in one platform. It is easy to customize this software and limit the number of people who you want to see any detail in the software. It has an automatic notifications that allows me to engage to any activity in my mobile phone when I am away from the keyboard. This helps me to keep me on track when am travelling or away from office. It enable to keep and track every client's information with an ease. It is less costly enabling everyone to have a chance to enjoy the services that comes with Zoho CRM.

My only concern is the customer support,sometimes they took too long to get back to my queries.

It is easy to use product and customization option has helped me to serve my clients faster. It integrates well with other products like Google helping me to sync contact lists of my clients without difficulties. It helps in keeping the track of both suppliers and clients hence no time wastage in serving them.

Easy to work with, great GUI, great support, tons of features, the price is absolutely well-balanced for what it offers, integrates almost the best zoho features as flow, forms, projects, social, salesinbox, desk, salesiq and many more. Congratulations to Zoho team!

At this point the only thing would be that there are many flaws that they're fixing on the fly. Despite these issues that usually don't affect your work the app is absolutely magnificent

We control each and every aspect of our business, one person can control different areas of the business that otherwise would be managed by more than one person. You can save time and money and of course your business will be thankful!

I like the customization it provides as well as the pairing the CRM with a VoIP. I love how you can see a profile of the person calling. From building prospecting campaigns to keeping up a tidy schedule and following up at the right time, Soho is a seamless tool for marketing and sales pros. How all of the different apps inside the dashboard talk to each other is amazing. For instance, you can add contacts and leads to your CRM straight from social media, or you can set up automation so that your Zoho Social app can feed new leads based on rules that you set.

My employees are still discovering all that this great things this software can provide and it's been over a month since we became customers. in the mobile version I had problems, the contacts of my phone are not linked, nor the calendar, it is very good but I was limited for that reason.

The CRM itself was our primary reason for signing up, but once inside the software, you have Campaigns and Social, which have been serving as great benefits for solving both of those needs.

what is great about Zoho CRM Plus is that you can run api's in the background to get a watered-down cost-effective solution that compares with the sales force crm.

what I do not like about zoho CRM plus is that you need to have someone from the zoho support team to work and connect all the widgets

what zoho crm plus is able to bring is a business solution that meets our needs for building campaigns monitoring results and housing all of our clients information and history so we can walk them through a sales cycle

User Friendly Unlimited Filtered Views Easy creation of dashboards

Unable to stop lead duplicacy and unable to merge leads with alternate numbers

Lead management

Good and easy to understand user interface

While using this tool personally I wanted the pages to reload automatically particularly about the cases module, which did not. Also didn't understand how were the cases sorted in the list while displaying

Third party API integrations

Zoho CRM Plus is a world-class product to track your sales and potential customers. Different business units can trace the open pipelines and manage their follow-ups accordingly. Also, Zoho CRM is significantly easy to use with other Zoho products like Zoho Books, Zoho Analytics, etc.

Zoho CRM Plus is an excellent tool but has the following limitations: - User interface of Zoho CRM is outdated and very poor to use - Sometimes, it shows an error while sending the follow-up emails to customers via outlook - Pre-configured reports are complicated to edit and change - Zoho Support is not much supportive

Zoho CRM Plus is a fully loaded CRM tool that helps in resolving many issues and provide the following benefits: - Tracking sales pipelines and following up with clients/customers - Well integrated with other Zoho products like Zoho Books, Zoho Analytics, etc. - Pre-configured reports are very insightful - Easy data export to analyze - Notification feature for specific transaction/deals - Helps in forecasting sales

I like the Analytics part of CRM Plus and reporting.

Calendar from Gmail doesn't integrate.

It helps give me a bird eyes view of all my tasks and activities. It had already increased my sales and revenues by at least 30%

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Apart from CRM functionality, email marketing, social media management, help desk support, and project management set the program apart. Suitable for businesses of all sizes, from startups to large enterprises.

The extensive range of features and customization options can be overwhelming for beginners. Occasional difficulties or gaps in integration options, which may require additional workarounds or custom development.

The platform automates and optimizes a variety of corporate operations, including lead management, sales pipeline tracking, email marketing, customer service, and project management.