Zoho CRM Plus

Feature packed at an affordable price.

Comments: My overall experience with Zoho was very positive. As the Director of Customer Success (in practice, sales and onboarding) for my company, I used Zoho to help build our sales funnel, keep track of my/our communications with clients, and drive sales and retention. Zoho proved to do all of those things well and at an affordable price. I would highly recommend Zoho, and if I'm ever involved with a startup in the future, I will push to use Zoho.

Pros:

Zoho CRM has the same functionality as other industry-leading CRMs, but at a fraction of the cost. When I worked for a small tech startup with around 5 employees, I was in charge of selecting and implementing a CRM. Zoho fit our needs and our budget. Also, they provided excellent customer service and didn't seem to care that we were a relatively small client.

Cons:

It took a lot of time and some third-party solutions (IFTTT and Zapier) to integrate with some of the other marketing systems we used in our business. While we could have probably replaced them with other Zoho products, as a small business it wasn't immediately feasible.

Very useful tool

Comments: 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

Alternatives Considered: Salesforce Sales Cloud and HubSpot CRM

Reasons for Switching to Zoho CRM Plus: over best feature set and best value for the money

Powerful CRM suite that is priced attractively

Pros:

The Zoho CRM plus suite pretty much offered us all the tools required for our small, but growing team. The sales & marketing automation tools, the support desk and ability to track visitors on our site were very much what we wanted. Compared to similar suite from Hubspot, Zoho is a bargain.

Cons:

Setup and configuration as well as using the product is not very intuitive. There is quite a bit of learning curve. However, once past the learning, works flawlessly. BTW the support team from Zoho is very responsive & they have always been able to address any issues within a few mins of engaging them.

A good solution that could deliver much more

Comments: 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...).

Alternatives Considered: monday.com and HubSpot CRM

Reasons for Switching to Zoho CRM Plus: Zoho CRM provided the connectivity to an entire suite of services and products that will be more suitable for the service that we have launched.

Good CRM Bundle

Pros:

We have been using Zoho CRM Plus for last 6 months, CRM plus bundle is very good package for all your CRM needs like emal automation, CRM, website activity tracking, Sales management, managing projects.

Cons:

The complications in backend due to creating a CRM bundle, so much technical functions where non-technical users might get confused while implementing functions to achieve goal. Zoho CRM plus lacks some data push points between CRM and Zoho Campaigns.