Zoho CRM Plus Essential Features & Functions 2025 Review.

What Does Zoho CRM Plus Do?

Zoho CRM Plus is a unified customer experience platform designed to empower businesses of all sizes. It enables organizations to engage with customers throughout their lifecycle, transforming them into loyal brand advocates. CRM Plus provides a comprehensive solution suite by integrating Zoho CRM, Zoho Campaigns, and other powerful tools.

I’ve found it helpful for managing customer contacts and leveraging social media insights. It also has robust customer service, analytics, collaboration, and administrative features. All these are geared to delivering an exceptional experience at every touchpoint. By leveraging its features organizations can benefit from immense optimization in their workflows. 

Key Features Of Zoho CRM Plus

Zoho CRM Plus integrates many powerful tools to help businesses streamline their customer interactions and foster long-lasting relationships. Some of the key features of Zoho CRM Plus include:

360 customer view

Zoho CRM Plus offers a powerful 360-degree customer view feature that gives businesses a unified overview of every customer interaction. By consolidating data from various touchpoints, such as sales, marketing, and customer service, Zoho CRM Plus enables organizations to understand their customers better.

The 360-degree customer view gives you access to vital customer information. You see their name, location, contact number, and any communications they’ve received and responded to across multiple channels. 

This feature allows you to identify the optimal time to reach a potential lead based on examining engagement factors. The factors considered include email correspondence, website history, associated notes, and assigned sales representatives.

Furthermore, the 360-degree customer view lets you explore support tickets, live chat logs, social media engagements, and survey responses. This holistic approach to customer data management empowers organizations to build stronger, more meaningful relationships. Ultimately it also helps drive up the organization’s growth. 

Omni channel engagement 

Zoho CRM Plus also offers a fully functional omni-channel engagement feature. This enables businesses to communicate with customers seamlessly across multiple channels. It integrates all customer-facing channels into one platform. As such, Zoho CRM Plus empowers teams to view and respond to interactions simultaneously, regardless of the mode of engagement.

The omni-channel engagement feature supports various channels, including phone, email, live chat, surveys, and social media. Therefore, businesses can create and send email campaigns, make calls, and engage with their audience across various social media platforms within the CRM.

The omnichannel help desk allows teams to track and respond to customer conversations from a universal inbox. It categorizes tickets based on priority and views relevant customer context for incoming tickets. 

This ensures customers refrain from repeating themselves, leading to a more satisfactory experience. Moreover, the powerful social publishing and messaging tools help schedule posts and plan social media engagement.

Team collaboration

Zoho CRM Plus has a powerful team collaboration feature that empowers departments to work together seamlessly. This enhanced cooperation often results in delivering exceptional customer experiences. The collaborative tools facilitate effective communication and teamwork, regardless of team members’ location.

One of the key aspects of this feature is the ability to connect with team members through chat, group chat, audio calls, video calls, and screen sharing. Discussing marketing campaigns, sales pitches, and customer tickets in real time becomes much easier.

Moreover, Zoho CRM Plus provides project management tools that help teams stay organized and on track with their objectives. Features such as milestone tracking, task lists, shared calendars, forums, and reporting ensure everyone is aligned. The platform also enables cross-functional collaboration through features like Feed, where teams can make detailed posts on topics. 

To keep team members informed about important project updates, Zoho CRM Plus sends instant notifications. You won’t miss upcoming meetings, assigned tasks, support tickets, and customer record updates. This ensures that everyone stays in the loop and can provide immediate feedback. You can even tag colleagues in shared documents or presentations.

Team communication is unified in one place, eliminating the need to search through long email threads for buried information.

Advanced AI

Zoho CRM Plus takes user experience to the next level by integrating advanced artificial intelligence (AI) capabilities. With its intelligent assistant, Zia teams can streamline workflows, gain valuable insights, and reduce manual effort across various aspects.

Zia assists users in finding relevant information quickly. It can search customer records and pull up the needed data, saving time and increasing productivity. Additionally, Zia can take notes during prospect conversations. This simplifies building reports and dashboards upon request and monitors sales anomalies. 

Zia’s AI-driven functionalities extend beyond internal processes to directly impact customer interactions. The intelligent assistant can chat with customers on your website, suggesting answers from your knowledge base. It can also identify customer sentiments in incoming tickets. 

Therefore, support can be prompt and accurate, enhancing the customer experience.

Moreover, Zia leverages predictive analytics to recommend products for upselling and cross-selling opportunities. By analyzing customer sales history and visitor patterns, Zia identifies the most suitable products.

In addition to Zia, Zoho CRM Plus also offers Creator. This AI tool allows users to create custom functions using drag-and-drop AI modules. With Creator, businesses can develop smart workflows, such as alerting customers to their delivery status, without requiring extensive coding knowledge. 

Even better, apps built with Creator become smarter as they receive more data, continuously improving their performance.

Available Integrations

For more versatility in handling your business needs CRM Plus supports many integrations. These integrations allow seamless data synchronization and streamlined workflows. They include: 

• Google Suite 
• Mailchimp 
• Microsoft 365
• Shopify 
• Pipedrive
• Zoho Sign
• Slack 
• Zoho Bookings
• Zendesk 

Pricing Plan

The best part about Zoho CRM Plus pricing is that it only ensures you pay for your needs.

The platform offers a 30-day free trial, allowing potential customers to explore its features and functionalities. After the trial, Zoho CRM Plus provides a single pricing tier at $155 per user per month, billed annually. For month-to-month payments, the price is $187. This all-inclusive plan grants access to the full suite of tools and features. 

One of the key advantages of Zoho CRM Plus’s pricing model is its user-based licensing. This means businesses only need to pay for the number of users actively utilizing the platform. So, it becomes a cost-effective solution for organizations of all sizes. As your team expands, you can easily add new user licenses to accommodate growth without hassle.

It’s important to note that local taxes, such as VAT and GST, will be charged in addition to the mentioned prices, ensuring compliance with regional tax regulations.

In addition to its core offering, Zoho CRM Plus provides a range of add-ons and extensions that can be purchased separately. These add-ons, such as increased file storage, additional visitor tracking, and advanced analytics, allow businesses to customize their CRM experience further and pay only for the required features.

For businesses seeking enhanced support, Zoho CRM Plus offers premium support options. The Premium support plan, priced at $13.80 per user per month, provides priority support, faster response times, and extended support hours. 

For organizations requiring even more comprehensive assistance, the Enterprise support plan, at $17.25 per user per month, offers dedicated account management, personalized onboarding, and training sessions.

Zoho CRM Plus also provides add-ons for specific features and functionalities: 

• The CRM – File Storage add-on starting at $5.75 per 5 GB per month. This allows businesses to expand their storage capacity for documents, attachments, and other files. 

• The SalesIQ – Visitors add-on, starting at $25 per 25,000 monthly visitors. It enables advanced visitor tracking and analytics to optimize website conversions. 

• The Campaigns – Contacts add-on, starting at $6 per 500 monthly contacts. This add-on facilitates email marketing campaigns and list management. 

• The Social-Brand add-on starting at $23 per brand per month. It empowers businesses to manage and monitor their social media presence effectively. 

• The Survey – Responses add-on, starting at $6 per 100 monthly responses, allows organizations to gather valuable customer feedback and insights. 

• The Analytics – Rows add-on starting at $10 per 100,000 monthly rows. This one provides advanced analytics capabilities for data-driven decision-making. 

• The Analytics, Projects, and Desk-Lite Users add-on, priced at $10 per user per month or $120 per user per year, grants additional users access to these specific modules.

As illustrated, Zoho CRM Plus’s pricing structure is designed to be flexible, scalable, and cost-effective for businesses of all sizes. With a single, all-inclusive plan and the ability to add users as needed, the platform ensures that organizations can access powerful CRM features without breaking the bank.

Is Zoho CRM Easy To Use?

This CRM has an intuitive and user-friendly interface that makes it easy for businesses to adopt and utilize. Its straightforward implementation process and a wealth of training resources ensure new users can quickly get up to speed. 

These training materials cover various platform aspects, from basic setup and configuration to advanced features. You’ll also learn about best practices, empowering users to maximize their CRM experience.

Zoho Customer Service

The platform’s extensive knowledge base and active user community serve as valuable resources for troubleshooting. Additionally, users can access customer support via email, phone, or live chat, ensuring prompt assistance whenever needed. I typically get a response within 20 seconds when I use live chat. 

Zoho CRM Plus offers upper-tier plans for businesses requiring more personalized guidance, including dedicated onboarding and remote screen-sharing assistance. These services help users configure personalized settings and provide a smooth transition to the new system. 

Which Companies Work With Zoho Plus?

Zoho CRM Plus caters to a diverse range of businesses across various industries. From small startups to large enterprises, its comprehensive feature set makes it ideal. Some of the Zoho CRM Plus users include: 

• JD Security 
• Bose
• Agoda 
• CIEL 
• Coffee News
• Solutions to Success Pty, Ltd
• Think WP Labs
• Remote Brand
• Atlantic Tactical
• CSMO Vietnam

Suitability Assessment

When considering a customer relationship management (CRM) solution, evaluating whether it aligns with your business needs and goals is crucial. Zoho CRM Plus offers comprehensive features and benefits catering to a wide range of organizations.

Choose Zoho CRM Plus if:

• You’re a small to medium-sized business looking for an affordable, all-in-one CRM solution with easy scalability.
• Your organization requires a user-friendly platform with a minimal learning curve.

• You need a CRM that seamlessly integrates with other business tools. 
• Your team would benefit from advanced analytics and reporting capabilities.
• You value customization options that allow you to tailor the CRM to your specific business processes and workflows.

Avoid Zoho CRM Plus if:

• Your business operates on a tight budget and can’t afford the add-on features.
• You have highly complex organizational needs that require advanced customization beyond Zoho CRM Plus’s features.
• Your organization heavily relies on third-party integrations that Zoho CRM Plus does not currently support.
• Your business deals with sensitive data and has strict compliance requirements that Zoho CRM Plus’s security measures may not fully address.