Zoho CRM Plus Features

Zoho CRM Plus

Unified Customer Experience platform

4.32/5 (37 reviews)

Zoho CRM Plus Feature Summary

  • CRM
  • Content Syndication
  • Community Management
  • Live Chat
  • Churn Management
  • Analytics
  • Knowledge Management
  • Multi-channel Collection
  • Activity Management
  • Audit Trail
  • Auto-Responders
  • Automatic Backup
  • Automatic Notifications
  • Automatic Reminders
  • Call Recording
  • Charting
  • Client Portal
  • Collaborative Workspace
  • Computer Telephony
  • Configurable Workflow
  • Contact Database
  • Conversion Tracking
  • CRM Integration
  • Custom Forms
  • Customer Database
  • Customizable Branding
  • Customizable Reporting
  • Customizable Templates
  • Data Import
  • Data Synchronization
  • Document Storage
  • Email Integration
  • Email Tracking
  • Forecasting
  • Gantt Charts
  • Help Desk Management
  • History Tracking
  • Instant Messaging
  • Invoice Management
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Scoring
  • Microsoft Outlook Integration
  • Mobile Integration
  • Multi-Channel Communication
  • Multi-Currency
  • Multi-Language
  • Multiple User Accounts
  • Opportunity Management
  • Permission Management
  • Pipeline Management
  • Project Templates
  • Purchase Order Management
  • Real Time Analytics
  • Real Time Notifications
  • Real Time Reporting
  • Recurring Tasks
  • RSS Feeds
  • Rules-Based Workflow
  • Sales Analytics
  • Sales Reporting
  • Sales Tracking
  • Search Functionality
  • Secure Data Storage
  • SLA Management
  • SMS Integration
  • Social Media Integration
  • SSL Security
  • Status Tracking
  • Third Party Integration
  • Time Tracking by Client
  • Timesheets
  • Tracking Features
  • Visitor Tracking
  • Website Integration
  • Workflow Management
  • Multi-Campaign
  • Prioritization
  • Call Center Management
  • Duplicate Detection
  • Alerts / Escalation
  • Data Import/Export
  • Drag & Drop Interface
  • Scheduled Reporting
  • Customizable Questions
  • Sales Forecasting
  • Social Network Marketing
  • Mailing List Management
  • A/B Testing
  • Chat
  • Custom Fields
  • Email Templates
  • Knowledge Base
  • Lead Assignment
  • Multi-Channel Marketing
  • Pipeline Reports
  • Role-Based Permissions
  • Sales Orders
  • Surveys & Feedback
  • Web Forms
  • ROI Analytics
  • User Photos
  • Dashboard Creation
  • Productivity Reporting
  • Scorecarding
  • Territory Management
  • Help Desk Integration
  • Newsletter Management
  • IVR / Voice Recognition
  • Click-Through Tracking
  • Reporting & Statistics
  • Support Ticket Tracking
  • Campaign Management
  • Widgets
  • Performance Reports
  • Task Management
  • Lead Management
  • Contact Management
  • Contract Management
  • Collaboration Tools
  • Follow-up Scheduling
  • Project Management
  • Engagement Analytics
  • @mentions
  • Inbox Management
  • Customer Experience Management
  • Email Marketing
  • Desktop Notifications
  • Campaign Scheduling
  • Customer Service Analytics
  • Customer Support Tracking
  • Multi-Department / Project

Competitor Feature Comparison

@mentions
A/B Testing
API
Activity Management
Alerts / Escalation
Audit Trail
Auto-Responders
Automatic Backup
Automatic Notifications
CRM Integration
Call Center Management
Call Recording
Campaign Management
Campaign Scheduling
Charting
Chat
Click Tracking
Client Portal
Collaboration Tools
Collaborative Workspace
Computer Telephony Integration
Configurable Workflow
Contact Database
Contact Management
Contract Management
Conversion Tracking
Custom Fields
Custom Forms
Customer Database
Customer Experience Management
Customer Service Analytics
Customizable Branding
Customizable Questions
Customizable Reporting
Customizable Templates
Dashboard Creation
Data Import
Data Import/Export
Data Synchronization
Desktop Notifications
Document Storage
Drag & Drop Interface
Drip Marketing
Duplicate Detection
Email Integration
Email Marketing Management
Email Templates
Email Tracking
Engagement Analytics
Follow-up Scheduling
Forecasting
Gantt Charts
Help Desk Integration
Help Desk Management
History Tracking
IVR / Voice Recognition
Inbox Management
Instant Messaging
Invoice Management
Knowledge Base Management
Lead Assignment
Lead Capture
Lead Distribution
Lead Generation
Lead Management
Lead Scoring
Loyalty Program
Mailing List Management
Microsoft Outlook Integration
Mobile Integration
Multi-Campaign
Multi-Channel Communication
Multi-Channel Marketing
Multi-Currency
Multi-Department / Project
Multi-Language
Multiple User Accounts
Newsletter Management
Opportunity Management
Performance Reports
Permission Management
Pipeline Management
Pipeline Reports
Prioritizing
Productivity Reporting
Project Management
Project Templates
Purchase Order Management
ROI Analytics
RSS Feeds
Real Time Analytics
Real Time Notifications
Real Time Reporting
Recurring Tasks
Reminders
Reporting & Statistics
Rewards Management
Role-Based Permissions
Rules-Based Workflow
SLA Management
SMS Integration
SSL Security
Sales Analytics
Sales Forecasting
Sales Orders
Sales Reporting
Sales Tracking
Scheduled Reporting
Search Functionality
Secure Data Storage
Social Media Integration
Social Network Marketing
Status Tracking
Support Ticket Tracking
Surveys & Feedback
Task Management
Territory Management
Third Party Integration
Timesheets
User Photos
Visitor Tracking
Web Forms
Website Integration
Widgets
Workflow Management
Visit WebsiteCompare App
@mentions
A/B Testing
API
Activity Management
Alerts / Escalation
Audit Trail
Auto-Responders
Automatic Backup
Automatic Notifications
CRM Integration
Call Center Management
Call Recording
Campaign Management
Campaign Scheduling
Charting
Chat
Click Tracking
Client Portal
Collaboration Tools
Collaborative Workspace
Computer Telephony Integration
Configurable Workflow
Contact Database
Contact Management
Contract Management
Conversion Tracking
Custom Fields
Custom Forms
Customer Database
Customer Experience Management
Customer Service Analytics
Customizable Branding
Customizable Questions
Customizable Reporting
Customizable Templates
Dashboard Creation
Data Import
Data Import/Export
Data Synchronization
Desktop Notifications
Document Storage
Drag & Drop Interface
Drip Marketing
Duplicate Detection
Email Integration
Email Marketing Management
Email Templates
Email Tracking
Engagement Analytics
Follow-up Scheduling
Forecasting
Gantt Charts
Help Desk Integration
Help Desk Management
History Tracking
IVR / Voice Recognition
Inbox Management
Instant Messaging
Invoice Management
Knowledge Base Management
Lead Assignment
Lead Capture
Lead Distribution
Lead Generation
Lead Management
Lead Scoring
Loyalty Program
Mailing List Management
Microsoft Outlook Integration
Mobile Integration
Multi-Campaign
Multi-Channel Communication
Multi-Channel Marketing
Multi-Currency
Multi-Department / Project
Multi-Language
Multiple User Accounts
Newsletter Management
Opportunity Management
Performance Reports
Permission Management
Pipeline Management
Pipeline Reports
Prioritizing
Productivity Reporting
Project Management
Project Templates
Purchase Order Management
ROI Analytics
RSS Feeds
Real Time Analytics
Real Time Notifications
Real Time Reporting
Recurring Tasks
Reminders
Reporting & Statistics
Rewards Management
Role-Based Permissions
Rules-Based Workflow
SLA Management
SMS Integration
SSL Security
Sales Analytics
Sales Forecasting
Sales Orders
Sales Reporting
Sales Tracking
Scheduled Reporting
Search Functionality
Secure Data Storage
Social Media Integration
Social Network Marketing
Status Tracking
Support Ticket Tracking
Surveys & Feedback
Task Management
Territory Management
Third Party Integration
Timesheets
User Photos
Visitor Tracking
Web Forms
Website Integration
Widgets
Workflow Management
Visit WebsiteCompare App
@mentions
A/B Testing
API
Activity Management
Alerts / Escalation
Audit Trail
Auto-Responders
Automatic Backup
Automatic Notifications
CRM Integration
Call Center Management
Call Recording
Campaign Management
Campaign Scheduling
Charting
Chat
Click Tracking
Client Portal
Collaboration Tools
Collaborative Workspace
Computer Telephony Integration
Configurable Workflow
Contact Database
Contact Management
Contract Management
Conversion Tracking
Custom Fields
Custom Forms
Customer Database
Customer Experience Management
Customer Service Analytics
Customizable Branding
Customizable Questions
Customizable Reporting
Customizable Templates
Dashboard Creation
Data Import
Data Import/Export
Data Synchronization
Desktop Notifications
Document Storage
Drag & Drop Interface
Drip Marketing
Duplicate Detection
Email Integration
Email Marketing Management
Email Templates
Email Tracking
Engagement Analytics
Follow-up Scheduling
Forecasting
Gantt Charts
Help Desk Integration
Help Desk Management
History Tracking
IVR / Voice Recognition
Inbox Management
Instant Messaging
Invoice Management
Knowledge Base Management
Lead Assignment
Lead Capture
Lead Distribution
Lead Generation
Lead Management
Lead Scoring
Loyalty Program
Mailing List Management
Microsoft Outlook Integration
Mobile Integration
Multi-Campaign
Multi-Channel Communication
Multi-Channel Marketing
Multi-Currency
Multi-Department / Project
Multi-Language
Multiple User Accounts
Newsletter Management
Opportunity Management
Performance Reports
Permission Management
Pipeline Management
Pipeline Reports
Prioritizing
Productivity Reporting
Project Management
Project Templates
Purchase Order Management
ROI Analytics
RSS Feeds
Real Time Analytics
Real Time Notifications
Real Time Reporting
Recurring Tasks
Reminders
Reporting & Statistics
Rewards Management
Role-Based Permissions
Rules-Based Workflow
SLA Management
SMS Integration
SSL Security
Sales Analytics
Sales Forecasting
Sales Orders
Sales Reporting
Sales Tracking
Scheduled Reporting
Search Functionality
Secure Data Storage
Social Media Integration
Social Network Marketing
Status Tracking
Support Ticket Tracking
Surveys & Feedback
Task Management
Territory Management
Third Party Integration
Timesheets
User Photos
Visitor Tracking
Web Forms
Website Integration
Widgets
Workflow Management
Visit WebsiteCompare App

Mobile apps

iOS App


699 reviews

Requires iOS 10.0 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


3,635 reviews

Zoho CRM Plus Feature Reviews

25 reviewers had the following to say about Zoho CRM Plus's features:

Kevin McCaughan

Not too bad but has its limitations.

2019-05-06

Not bad and would recommend for small Businesses with simple deployments.

Pros

Easy to use and setup. Interface has small learning curve.

Cons

Not very customizable, could use some tweaking for notifications especially if your mail client isn’t directly comparable.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Mark Fox

Price and quality can't be beat.

2019-08-30

It can connect with hundreds of other apps and software through API feeds. This is very important to me when I need data to be sent in various places.

Pros

I absolutely love the pricing structure. Its very affordable, even for micro businesses.

Cons

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Eric Wilson

Feature packed at an affordable price.

2018-09-25

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.

Pros

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Lauren Wink

Efficient CRM Tool

2019-08-01

Pros

As the Marketing Manager, I am always pulling reports from the various sales territories.

Cons

When uploading leads from a conference, there are specific categories that MUST be filled in, in order for the entire list to be imported.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Ninaad Kulkarni

Excellent Software Tool as a CRM

2019-03-01

Excellent Software Tool which enables to speed up Sales Processes effectively

Pros

I have been a user of Zoho CRM for around 2 years and have been using it for tracking my Sales Funnel (being a sales consultant.Key Features: 1) Allows for configuring Followup Task Reminders 2)Useful for creating Sales Pipeline and tracking (UI is very good) 3) It helps to track the accounts as well as point of contacts for each account effectively

Cons

It should allow the user to send follow-up emails as trailing mails to a previous thread instead of sending a mail as a new thread

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Writing and Editing company, 11-50 employees)

Zoho CRM Plus review

2019-04-27

Zoho CRM Plus is a multitasking tool which does all the work in one app so you don't have to go for each individual tool every time. Great software.

Pros

I can manage the clients, customers and my projects. Mobile application also gives you access to the software anytime anywhere.

Cons

This is a very nice software but I really think that there could be more reporting options and GUI can be a little bit more easy to understand.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Matthew Foval

Decent, but would not recommend

2018-10-01

Pros

I liked the look and feel of the portal. Was easy to navigate as well.

Cons

Have had some problems syncing data and customer support has been pretty bad.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Free Trial

Frequency of use: Occasionally

Likelihood to recommend

4/10
Source: Capterra
Helpful?   Yes   No
Read more
Michael Kokernak

User of ZOHO CRM for nearly 10 years

2019-03-05

I have used ZOHO CRM for nearly 10 years. I always tell people wait a few months and ZOHO is probably rolling out an upgrade. Overall the experience has been excellent.

Pros

Once you get started with ZOHO CRM , and through the ZOHO Analytics, you can track anything through ZOHO CRM.

Cons

Wish there were a few more reporting options to track who opened email marketing campaigns.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
priya gupta

Zoho crm plus is a multi-tasking software providing great functionalities at one place.

2018-07-25

Pros

With zoho crm plus we don't need to purchase different zoho software individually like zoho crm, zoho sales, zoho social, zoho desk etc.

Cons

I like almost everything about zoho crm plus. A minor issue is sometimes leads auto number does not come in proper ascending or descending order. Rest everything is good.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Derek Rose

Zoho CRM Makes Tracking Goals, Projects, and Tasks EASY and FUNCTIONAL

2019-04-02

Overall, Zoho has been an incredible addition to our company.

Pros

Zoho offers so many ways to get things done. I can track everything, provide easy reporting, create and execute tasks, etc.

Cons

I have noticed that it could be more automated to transfer info more easily.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Shiawtian Chen

Easy To Use For Small Business CRM

2018-11-25

Overall, it does a lot that other CRM out there provides but takes time set up and see the benefits.

Pros

I really like the number of integrations and 24 hour support provided.

Cons

I didn't like how hard it was like to customize my experience.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Diana Nguyen

Just getting started

2019-02-25

Pros

We couldn't be happier that it integrates with google easily and can sync to multiple contact lists.

Cons

When you are new to Zoho, I feel like it can be very overwhelming because they have a lot of options and different ways of bundling the service together. It would be great if Zoho can provide a more visual way on all the different options that they have and how they all connect to eachother. I think this might just be an issue with me as I'm a very visual person.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Free Trial

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Hospitality company, 1-10 employees)

Amazing CRM

2018-11-05

Pros

I like how they integrate all features and still stayed simple and easy to use.

Cons

I don't have anything bad to say about Zoho, keep that good work!

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Francesco Petrelli

Keep your contacts under control

2019-09-14

It is also very useful in case of some key accountant manager left the company, so you have anyway all the datas of his/her contacts in Zoho so there is not a loss for your company.

Pros

Very useful to keep all the data in the account so to be able to share them with the other components of your team.

Cons

What I mean is that, for each contact, you can add so many information that maybe can even create confusion.

Rating breakdown

Value for money
Ease of use
Features

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Computer Software company, 11-50 employees)

Great solution for a great price

2018-09-05

The options available are really useful and with plus customization value added.

Pros

A lot of options to accomplish my Customer Relationship tasks, easy of use and customization option according to my needs.

Cons

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Harsh Goenka

Better value than Salesforce

2020-03-03

I like the fact that extra tools such as Zoho Social, Campaigns, Sales IQ, etc. are bundled together for an attractive price.

Pros

What I like most is that it does pretty much everything important Salesforce does but at half of the price.

Cons

Also would be great to have automatic lead enrichment.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Henry Evans

Great, simple CRM that is very cost-effective

2020-09-19

Very positive overall - a reasonable and solid alternative to the 'big' CRM's out there - Salesforce & HubSpot.

Pros

Easy to use - essentially it appears as a less expensive & simpler version of Salesforce for more users and administrators.

Cons

Easy of use and the UI isn't bad, it just takes some getting used to.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Occasionally

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
renaud maloberti

Very useful tool

2019-09-27

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Keely Wolford

Zoho CRM Plus

2019-01-18

Overall, this product has provided us with the tools we needed in a CRM

Pros

Ease of adaptation and range of functions

Cons

import functionality with our proprietary software

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Jose Mendez

Great CRM system

2018-10-31

Pros

It allows you to keep a track on your leads, call and email directly from the app.

Cons

It is part of a package, but you need to install something else.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Thomas LaComb

Zoho CRM Plus Review

2019-02-25

Had some issues finding things and getting emails to sync at times.

Pros

There are a lot of features included in this CRM.

Cons

The ease of use could be better. Sometimes difficult to find what you want to do.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Computer Software company, 1-10 employees)

Started with a free account, upgraded as my business expanded. Never been happier with the service.

2018-10-12

I feel that my last few paragraphs have elaborated on this adequalty.

Pros

The suite of mobile apps also keeps me on track while i'm travelling or otherwise away from keyboard.

Cons

I enjoy using it, the interface is user-friendly and well thought out, the experience is generally pleasant with little to few errors that I can recall with around 3 years of usage.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Eliran Hassan

very good product and reccomeded

2018-11-17

very good service and highly recommended.

Pros

That all facebook leads are going automatically to my clients. until that service, we have to download leads and send manually.

Cons

nothing, it's great service and i'll keep using it.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Amber Joseph

Will not give a refund

2019-07-15

Bad experience overall, will not recommend

Pros

We are non-profit and cannot wait. Customer service is terrible.

Cons

Customer service is terrible, hidden fees, confusing

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

0/10
Source: Capterra
Helpful?   Yes   No
Read more
Junaid A R

Zoho CRM

2019-08-03

Good Software and worthy

Pros

The ease of implementation and user interface. Features are impressive

Cons

Pricing is more. Can reconciliate tge pricing structure and make it affordable to every user

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Free Trial

Frequency of use: Weekly

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
Read more