Zoho CRM Plus Reviews 2022

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.

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.

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 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

What problems is Zoho CRM Plus solving and how is that benefiting you?

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.

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.

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.

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

Features

CUSTOMER EXPERIENCE FEATURES

• Customer Segmentation
• Sentiment Analysis
• Text Analysis
• Reporting/Analytics
• Dashboard
• Negative Feedback Management
• Knowledge Management
• Multi-Channel Data Collection
• Predictive Analytics

Pros

“Very positive overall – a reasonable and solid alternative to the ‘big’ CRM’s out there – Salesforce & HubSpot.”

“The app offers very good functionality and some excellent features such as its preset analytics that make performance mgmt a much easier job.”

“Data collection and consolidation is Zoho’s real strength, and this is a vital strength for a CRM. Campaign management is another strong point.”

Cons

“The security framework turned a little bit confuse. The restriction were applied to pages instead of specific options in a page.”

“Customer service is terrible, hidden fees, confusing.”

“It’s very customizable, so that makes setup a little difficult to learn at first.”

“I think UI can be improvised in my opinion. It is difficult sometimes to access some of the features.”

Pricing

Starting From: 

$45.65 /month

View vendor pricing page

Pricing Model: Per User

Yes, has free trial

No free version

PRICING DETAILS (Provided by Vendor):

A 30-day free trial is available, after which Zoho CRM Plus is priced as follows: $57 per user, per month billed annually OR $69 per user, month-to-month