Empower your teams to deliver connected customer experiences

Zoho CRM Plus provides a shared platform for your sales, marketing, and customer service teams to collaborate and work on customer interactions and gain the data visibility they need across departments to deliver unified customer experiences.

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Unify your sales, marketing, and customer service functions

360° Customer View

360° Customer View
Omnichannel Engagement
Collaboration
Process Management
Analytics
Mobile
Advanced AI
Integrations
Administration

360-degree customer view

Get a comprehensive picture of every customer. Access important customer information, from the customer's name, location, and contact number to any sales, marketing, and service communications they've received and responded to. View every detail in one unified interface.

View all customer details from their name to their recent interaction in one place

View the best time to contact a lead; campaigns sent, emails received, website history, notes associated with a record, associated sales reps, and more.
View any support tickets associated with a customer, live chat interactions, social media engagements, and survey responses.
Zia, our AI assistant, enriches data by looking up customer details across the internet—such as the customer's website—and fills in the gaps in your CRM.

Omnichannel customer engagement

Unify all the channels that customers use to reach your business, such as phone, email, live chat, surveys, and social media—all in one place. Zoho CRM Plus empowers your team to answer calls while they're looking at customer tickets or pick up live chats while they're scheduling social media content—all without losing context.

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Telephony

Collaborate with your team through chat, audio call, and video call

Social

Chat

Convert a live chat interaction on your website into an audio call or screen share session, or route them to the right department depending on the request.
Convert an unhappy post on Twitter into a ticket for your customer service team or add a happy mention/sales-ready connection as a lead to your CRM.
While interacting with a customer on social media, you can instantly view the interactions they've had with your sales and service teams, such as ticket ID, deal history, and more.

Easy and contextual team collaboration

Bring your sales, marketing, and customer service teams under one roof and facilitate seamless collaboration with chat, audio calls, video calls, and screen-share features. Whether it's a marketing campaign, a sales pitch, or a customer ticket, enable your teams to work together and deliver the best customer experiences possible.

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00:0

With interactive feeds, you can easily brainstorm project ideas by creating a post and tagging relevant stakeholders, and then move the discussion forward through comments.
Assemble people into specialized groups to manage a specific set of deals, do team selling, and more.
Share your customer tickets across departments and tag people on tickets to resolve them more quickly.

Automation and process management

Automate and execute your business processes in an orderly manner. Break complex processes into easily achievable tasks, assign them to the right team members, and track their progress.

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Lead Follow up Welcome email

Ensure critical tasks always stay on track, build workflows to send important emails, assign a task, and more—all spanning multiple departments.
Automate lead nurturing and follow-ups, deal closure, order management, and other important customer-facing processes.
Automate critical customer service tasks such as ticket assignment, refunds, deliveries, and more.

Powerful unified analytics

Transform business data into easy-to-understand reports and dashboards. View important metrics, visualize data in the form of charts and widgets, uncover hidden insights, and make informed decisions.

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View Google Ads metrics like post impressions, clicks and conversions

Measure which of your marketing campaigns are bringing in leads and compare them with actual deal conversion rates and the total number of tickets generated per customer.
Measure the ROI of your Google ad spend, visualize campaign performance, and plan your next marketing budget more effectively.
Share and export generated reports with teammates and external stakeholders.

Make decisions on the go

Take your business with you. Zoho CRM Plus offers a range of mobile apps that help you stay informed about important business updates, be ready to engage with customers, and make decisions on the move.

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Zoho CRM
Zoho Social
Zoho SalesIQ
Zoho Desk
Zoho Projects
CRM Analytics
Zoho Analytics
Zoho Survey
Zoho Campaigns

Zoho SalesIQ
Dashboards - Analytics
Zoho Social
Zoho CRM
Radar - Desk
CRM Analytics
Zoho Analytics
Zoho Survey
Zoho Campaigns

Advanced AI that does all the heavy-lifting

Zia, our intelligent assistant, lends your team a helping hand. Zia monitors lead activity, suggests the best time to contact a prospect, answers support calls on your behalf, and reduces your teams' overall manual effort.

Zia can search through customer records in your CRM and pull up information that you need instantly. She can take notes while you talk to a prospect, build reports and dashboards upon request, and monitor and notify you of sales anomalies.
She can chat with your customers on your website and suggest answers from your knowledge base, identify customer sentiments in incoming tickets, and more.
Zia even recommends products to upsell and cross-sell to your customers when she finds the opportunity by analyzing customer sales history and visitor patterns.

Integrations and extensibility

Customize and extend the scope of Zoho CRM Plus to meet your business needs. The platform integrates with a wide range of third-party apps and provides a developer platform to build custom mobile and web solutions.

Mailchimp

Zoho Bookings

Slack

Google Suite

QuickBooks

Shopify

Microsoft 365

Pipedrive

Zendesk

Zoho Sign

Zoho Meeting

Some popular third-party integrations from our Marketplace include Google Suite, Microsoft Office 365, QuickBooks, Mailchimp, and more.
With APIs, you can extend the platform to create additional modules, fields, and workflows.
With mobile and web SDKs, you can create custom integrations and applications. For example, you can build an integration to connect CRM Plus with an accounting app that isn't natively supported—and much more.

Unified administration and setup

Eliminate the hassle of managing multiple apps, users, user experiences, passwords, and billing cycles. Unify all your customer-facing tools in one place with Zoho CRM Plus. With built-in single sign-on, you get instant access to all your tools and don't have to manage them separately.

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A centralized admin panel to manage all the applications in CRM Plus

A unified panel helps you switch between all your customer-facing tools seamlessly without having to manage each one in a separate tab.
Unifed setup helps you customize all your tools in one place.

Trusted by top businesses around the world

One of the goals of the project was to reduce costs and replace the functionality of Salesforce. We have absolutely replaced all functionality of Salesforce with the CRM Plus product, and we are saving at least $200,000 a year, company-wide."

Jarrett McAlicher

Senior Business Analyst, Atlantic Tactical

"Zoho CRM Plus implementation for our business was critical in addressing the changing market dynamics. Flexibility, scalability, and a 360-degree view of the customer are vital features of the platform."

Umesh Padala

Chief Digital & Technology Officer, Star Health Insurance

"After Zoho, our sales and lead processes are far more automated than they used to be, and to me that's gold. I'd encourage other business owners to look at Zoho because there is far more under the hood than you may think there is."

Paul Crawford

General Manager, JD Security

"It's amazing to have so many essential features in a single platform, it allows us to see the complete life cycle of our customers, automate processes, and save time."

Tatiana Rozo

Marketing Coordinator, Ciel Ingenio para la Vida

"There was very little training and change management required because the system essentially mirrored whatever we had on Salesforce and I found that the CRM Plus subscription offered so much more at a price point which was really competitive."

Irza Fauzan Suprapto

Director, Industry Platform Pte Ltd

Get ready to deliver superior customer experiences.

Unify your sales, marketing, and service teams with a 30-day free trial today. No credit card required.

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