Leverage Your Business with Zoho CRMPlus
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The Zoho CRM Plus platform provides a unified customer experience platform for sales, marketing, support and other customer-facing teams. It offers a single interface, admin panel, setup, search and provisioning across modules. The platform includes CRM, visitor tracking, support, projects, marketing automation, social media management, surveys, and analytics modules. It provides capabilities for sales, marketing, support, and other teams, along with AI-powered features. The platform costs $57 per user per month billed annually.
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Leverage Your Business with Zoho CRMPlus
- 1. The Unified Customer Experience Platform. Zoho CRM Plus empowers your sales, marketing, customer support and every other customer-facing team to work as one. With a completely unified interface, the platform enables businesses to get complete visibility on every customer interaction. The unified interface, unified admin panel, unified setup, unified search, and unified provisioning comes as one of its kind in the industry to help businesses deliver exceptional customer experiences.
- 2. Your Benefits ● Create effective email campaigns to reach and interact with your prospects. ● Proactively chat with your website visitors and convert them into prospects. ● Create, schedule and deliver your social media content when your audience is most likely to engage. ● Manage your sales pipeline, spot opportunities, increase win rates and grow your business. ● Deliver unmatched customer service across multiple channels, languages and time zones. ● Plan, track and collaborate on client deliverables using our project management tools. ● From click to deal, it's all in one place. Drill down your Google AdWords campaigns and improve conversion rates. ● Gain data-driven insights on your sales performance with smart dashboards and KPIs. ● Gather opinions, analyze results and discover better ways to exceed customer expectations. 2
- 3. What do I get with CRM Plus? For a price of $57 /user/month (paid annually), the Zoho CRM Plus platform offers you a unified platform powered by the following modules catering for each of your customer-facing teams: 1. CRM for sales automation 2. SalesIQ for visitor tracking 3. Desk for support management 4. Projects for projects collaboration 5. Campaigns for marketing automation 6. Social for social media management 7. Survey for customer surveys 8. Analytics for metrics and KPI Along with Zia, an AI powered live-chat interface. CRM - Sales Force Automation Feature Availability Sales Force Automation Leads Yes Contacts Yes Accounts Yes Deals Yes Activities - Tasks, Events, Calls & Notes Yes CRM views Yes Sales Forecasting Yes BCC dropbox for email Yes Email insights Yes Macros Yes Multiple currencies Yes 3
- 4. Contextual custom related lists Yes SalesSignals Yes Custom signals Yes Advanced filters Yes Scoring rules 50 fields/module Assignment rules Yes Reminders Yes Email parser Yes Email Association with Deals Yes Wizards Yes Multiple pipelines Yes Recurring Activities Yes Product customization Page customization Yes Rename tabs Yes Custom fields 500 fields/module Picklist history tracking Yes Custom links Yes Web tabs Yes Custom modules 500 modules (5 modules/ user license) Custom buttons Yes Sandbox Yes Page layouts Yes Canvas view Yes Layout rules Yes Validation rules 25 rules/layout 4
- 5. Subforms Yes Translations Yes Custom list views Unlimited Tab groups Yes Automation and process management Workflow rules Yes Approval process Yes Schedules Yes Active Blueprints 100 Webhooks per day 1/action 10,00,000 calls/day or 1000 calls/user/day Limit applicable for the org. (whichever is lower) Email notifications per day 1,000 emails/user license, 50,000 emails/day (whichever is lower) Review process Yes CommandCenter Yes Prediction and artificial intelligence (ZIA) Lead conversion and prediction Yes Deal closure prediction Yes Data enrichment Yes Zia voice - English only Yes Zia reminder Yes Best time to contact Yes Macro suggestion Yes Zia intelligence for automation Yes Prediction builder 20 prediction models/org Assignment suggestion by Zia Yes Workflow suggestions by Zia Yes 5
- 6. AI for emails Yes Recommendation engine 10 recommendation models/org Image validation 20 rules/org Reports Standard reports Yes Custom reports Unlimited Schedule reports Yes Analytics and Measurement Charts Yes KPI Yes Funnels Yes Target meter Yes Comparator Yes Cohorts Yes Quadrants Yes Anomaly detectors (Powered by Zia) 20 trends Additional 2/user (Maximum 100) Standard dashboards Yes Custom dashboards Unlimited Webform analytics Yes Webform A/B testing Yes Analytics Mobile App - Analytics Studio Yes Analytics - Enhancements in Anomaly Component with notifications in Zia Yes Workflow reports Yes Social (CRM) Enrich data with Twitter profile Yes Enrich data with Facebook profile Yes 6
- 7. Social tab Yes Automated lead generation from social media Yes Social interaction with leads/ contacts Yes Social Lite Yes Marketing automation (CRM) Email templates Unlimited Email opt-out Yes Website visitor tracking Yes Mass email Yes Email relay Yes Email authentication Yes Marketing campaigns Yes Marketing attribution Yes Custom segmentation Yes Auto responders Yes CRM for Google Ads Yes Webforms Web-to-lead form 100 forms/ module Web-to-contact form 100 forms/ module Web-to-case form Yes Notify owner Yes Team Collaboration Gamescope Yes Calendar Yes Calendar sync through CalDAV Yes Calendar booking Yes Status updates Yes 7
- 8. Direct messages Yes Attach files to feeds Yes Follow-up Rules Yes Groups for team collaboration Yes Tagging Yes Inventory Management Products Yes Price Books Yes Quotes Yes Sales Orders Yes Invoices Yes Vendors Yes Purchase Orders Yes Customer support Cases Yes Solutions Yes Web-to-case form 100 forms/module Business hours Yes Case escalation rules Yes User portal Portals Yes Document Library Folder sharing Yes Attach documents Yes File versioning Yes Reviews Yes File storage 8
- 9. Free storage/ org 5 GB Free storage/ user license 1GB Additional file storage $4/month/5GB Data administration (1-200 users) Data storage 10 GB (5M records approx) Additional storage per user license 100 MB Additional data storage $4/100 MB Data administration (Above 200 users) Data storage 30 GB (15M records approx) Additional storage per user license 100 MB Additional data storage $2/100 MB Import data (per batch) 50,000 records Export module data Yes Free data backup 4 backups/ month Additional data backup $12 /request De-duplicate data Yes Import history Yes Security administration Profiles Yes Organization hierarchy (Roles) Yes Reporting hierarchy Yes Field-level security Yes Data sharing rules 100 rules/ module Groups 250 Record-level sharing Yes Data encryption (EAR) Yes 9
- 10. Territory management 250 territories Audit logs Yes Allowed IPS Yes GDPR Compliance Yes Developer tools Mobile SDK Yes Web apps SDK Yes Widgets Yes Connections Yes API Unlimited credits/day/org (2000/user license). Functions Unlimited credits/day/org (1000/user license). Add-ons and integrations Online meetings Zoom, GoToMeeting and 12 others Telephony and PBX Ring.io, Amazon Connect, Zoho PhoneBridge and 106 others Team collaboration Slack, Teams, Zoho Cliq and 9 others Office productivity Zapier, Trello, Zoho Flow and 26 others Storage Google Drive, Dropbox, Zoho Workdrive and 4 others Analytics Google Analytics, dotConnect and 10 others Email marketing Mailchimp and 4 others Customer Service Zendesk, Zoho Desk and 15 others Finance PayPal, Quickbooks, Pay U, Zoho Finance Suite Integration and 18 others Business operations Amazon Seller Central, FedEx Rate Comparator and Shipment Tracking and 15 others Integration with Microsoft 10
- 11. Plug-in for Microsoft Outlook Yes Integration with Microsoft 365 Yes Integration with G-suite Zoho CRM contextual gadget for Gmail Yes Export events to Google Calendar Yes Export to Google Tasks Yes CRM web forms for Google Sites 100/module Synchronize Google Calendar Yes Synchronize Google Contact Yes SalesIQ - Visitor Tracking & Sales Intelligence Live-chat organization Number of visitors tracked per month 5k/ user license Maximum of 200k users* Number of websites per portal 25 Chat volume per month Unlimited Departments 25 Intelligent triggers 25 Chat routing 25 Visitor routing 25 Roles and permissions Yes Chat history Unlimited Concurrent chat limit Yes Website visitor tracking Live tracking dashboard Yes 11
- 12. Anonymous visitor identification (with Clearbit and Leadberry integrations) Yes Website visitor history Yes Export website visitor list Yes Lead scoring Yes In-chat features for operators Multiple chat tabs Yes Advanced visitor information Advanced In-chat file sharing Yes Canned messages Yes Chat transfer Yes Block IPs Yes Chat translation Yes Email signature live chat Yes In-chat features for customers Offline messaging Yes Articles Yes Conversation view for past chats Yes File sharing with operators Yes Chat feedback and operator rating Yes Email chat transcript Yes Customizable live-chat software Multiple chat widget embed options Yes Chat-window customization Yes Advanced chat window customization Yes Add operators' photos Yes Department based email configuration Yes Advanced live-chat 12
- 13. Group chat with customers Yes Real-time chat monitor Yes Business hours Yes Audio call Yes Desktop notifications Yes Dashboard Internal operator chat Yes Message board Yes Operator availability status Yes Reporting Powerful pre-built reports Yes Daily report Yes Weekly report Yes Monthly reporting Yes Schedule your reports Yes Integrations Analytics tools Yes Salesforce CRM Yes Zendesk Yes Zoho Assist Yes Mailchimp Yes Zoho CRM Yes Zoho Campaigns Yes Zoho Desk Yes Applications Mobile app Yes Desktop apps Yes Mobile SDK Yes 13
- 14. Apple TV app Yes Desk - Customer Service Management Feature Availability Ticket Management E-mail tickets Yes Comment in ticket Yes Spam tickets Yes Ticket history Yes Ticket resolution note Yes Ticket tags 50 tags/ticket Product based Ticket Tracking Yes Add resolution as KB Yes Followers Yes Customer Happiness Ratings Yes Suggested articles Yes Merge tickets Yes Split tickets Yes Clone ticket Yes Ticket timeline Yes Time entry Yes Approvals Yes Team ownership Yes Ticket sharing Yes Send as email Yes 14
- 15. Agent productivity Quick Ticket View (Peek View) Yes Response Editor with rich text support Yes Advanced Search Yes Response Draft Yes Table View Yes Search Facet Yes Snippets for Faster Response Yes Email Templates in Reply Editor Yes Work Modes Yes Keyboard Shortcuts Yes Review Ticket Replies Yes Gamescope for agents Yes Real time collaboration Real Time Updates in Ticket List & Detail View Yes Real Time Ticket Count in Starred Views Yes Team Feeds Yes Agent Collision Detection Yes Agent Collision Chat Yes Agent Collision Reply Avoidance Yes Customer Support Channels Email channel 100 support emails Help center Yes Advanced webforms 20 Twitter 2 Brands Facebook 2 Brands Community Forums Yes 15
- 16. Telephony Yes Live Chat Yes Helpdesk automation Notification rules Yes Macros 30/ Department Supervise-Time-based reviews 30/ Department Workflow rules 30/ Department/module Custom functions in workflows Yes Schedules 10/ Department Field watching - Trigger on specific field updates Yes Ticket assignment rules Direct Assignment to Agents and Teams 30 Round-Robin Ticket Assignment by Load Balancing 15/ Department Advanced process management - Blueprints Active Blueprints 20/ Department Transitions per Blueprint 100 Common Transitions per Blueprint 5 Fields and Actions per Transition 30 State Level SLAs & Escalations Yes Custom Functions in Blueprints Yes Service level agreements (SLA’s) Number of SLAs 20/ Department Stop the SLA Clock (On Hold State) Yes Multi-Level Escalations Yes Customer Based SLA Yes Contract Management in SLA Yes Helpdesk working hours 16
- 17. Business hours 100 Holiday list 100 Helpdesk customization Custom email templates Yes Customize tabs Yes Custom views Yes Customize form fields Yes Custom fields 230 fields/module Custom ticket status and status grouping Yes Field Dependencies Yes Teams Yes Ticket Templates Yes Department Specific Layout Yes Layout Rules Yes Validation Rules Yes Artificial intelligence Reply Assistant Yes Sentiment Predictions Yes Ticket Auto Tagging Yes Anomaly Notifications Yes KB Conversation Assistant/ASAP Yes Zia Voice and Skill Builder Yes Re-Branding Custom Domain Mapping Yes Remote Authentication Yes Multi Language Support Yes Multi-department management 17
- 18. Multiple department Support Tracking 50 All-department view of tickets Yes Department Based Signatures Yes Department Specific Product Handling Yes Help Center Private Knowledge Base for Agents Yes Public Knowledge Base Yes Knowledge Base Dashboards Yes Community Yes Community Dashboard Yes Community gamification Yes Article versioning Yes 301 re-direction Yes ASAP Yes Answer Bot in ASAP Yes Live Chat in ASAP Yes Google Analytics Integration Yes Themes Gallery Yes CSS Customization Yes Custom Widgets Yes Multi-brand Help Center Yes HTML Customization Yes Customer management Contact & Account Information Management Yes Private Notes for Contacts & Accounts Yes Dedicated Owners for Contacts & Accounts Yes Contact & Account Insights Yes 18
- 19. Deduplicate Contacts & Accounts Yes Contact & Account Custom Fields 230 fields Merge Contacts Yes Merge Accounts Yes Follow Contacts & Accounts Yes Contact to Product Association Yes Custom Views for Customers Yes Secondary Contact (Cc's) Yes Contacts to Multiple Accounts Yes Time tracking Manual Ticket Time Tracking Yes Auto Ticket Time Tracking Yes Activity Time Tracking Yes Billing Preferences Yes Activity Tasks Yes Events Yes Calls Yes Time tracking Manual Ticket Time Tracking Yes Auto Ticket Time Tracking Yes Activity Time Tracking Yes Billing Preferences Yes Products Product Based Ticket Tracking Yes Associate Products to Contacts Yes Associate Products to Accounts Yes 19
- 20. Dedicated Owner for Products Yes Custom Fields for Products 230 fields Custom Views for Products Yes Analytics Standard Reports Yes Prepopulated Reports Yes Custom Reports Yes Export Reports to CSV, XLS or PDF Yes Custom Dashboards Yes Ticket Overview Dashboard Yes Headquarters Dashboard Yes Response, Resolution & FCR Dashboards Yes Ticket Status Dashboard Yes Customer Happiness Dashboard Yes Knowledge Base Dashboard Yes Community Dashboard Yes Calls Reports and Dashboards Yes SLA Dashboards Yes Telephony Agent Availability 100 Schedule Reports Yes Blueprint Dashboard Yes ZIA Dashboard Yes All Department Analytics (Global Reports and Dashboards) Yes Telephony In-Product Call Notifications Yes Call-to-Ticket Conversion Yes 20
- 21. Answer over-the-web Yes Answer over-the-phone Yes Call Logging Yes Call Transfer Yes Call Recording Yes Call Hold Yes Call Mute Yes Business Hours Configuration Yes Non-Business Hour Management Yes Call Queue Handling Yes Outbound Calls Yes Missed Call Management Yes Custom Greeting Configuration Yes Call Routing (Sequential & Simultaneous) Yes Call Waiting Message Yes Caller History Yes Voice Mail Yes Real-time Agent Availability Yes Call Reports and Dashboards Yes Multi-Level IVR Yes Agents and permissions Profiles 50 Roles 250 Field-Level Access Control Yes Data Sharing Yes Lite Agents 25 Add-ons & Integration 21
- 22. SMS Add-on Yes G Suite Yes Zoho BugTracker Yes Zoho CRM Yes Zoho Analytics Yes Zoho PhoneBridge for Call Centers Yes Zoho Assist 1 Free User Zoho Cliq Yes Zoho SalesIQ Yes Atlassian Jira Yes Slack Yes Zoho Books/Invoice Yes Salesforce Yes Zapier Yes Office 365 Yes MS Teams Yes Zoho PageSense Yes Zoho Marketplace for Zoho Desk Public Extensions Yes Private Extensions Yes Mobile Apps Zoho Desk App Yes Radar App for Zoho Desk Yes Single Sign-on Yes Developer tools Mobile SDK Yes API Yes 22
- 23. Data administration Export Data Yes Import Data Yes Import History Yes Data migration Migration from other help desk Yes Projects - Project Management & Collaboration Feature Availability Basics Projects Unlimited Client Users 5 * No. of user licenses purchased Storage Space 120 GB Project Templates 30 Pages & Chat All projects Charts/reports Chronology Gantt chart Editable across Projects Milestone Gantt chart Editable across Projects Resource utilization chart Across Projects Advanced Task / Issue Reports Advanced Core features Tags Yes Project Feeds Yes Task management Yes Document sharing Yes 23
- 24. Import from MS Project Yes Calendar & Forums Yes Google Apps Integration Yes Project Custom Status Yes Task Custom Status Yes Subtasks Yes Task Duration (Hours/Days) Yes Reminders Yes Project Timeline Gantt Yes Task Dependency Across projects (All four types) Task layout Create Sync Google Tasks Yes Time tracking Yes Export projects Yes Custom Views Yes Recurring Tasks Yes Timesheet approval Yes Time Log restriction Yes Blueprint for Tasks Yes AI Chatbot powered by Zia Yes Project Budget Yes Work - Planned Hours (Planned vs Actual Report) Yes Business Hours Yes Weekends & Holidays Yes Strict Project Yes Task Rollup Yes Critical Path Yes 24
- 25. Baseline Yes Project layout Yes Project Custom Fields 155 Task Custom Fields 235 Issue Custom Fields 120 Timesheet Custom Fields 55 Custom Profiles and Roles Yes Custom Domain Yes Teams Yes Issue tracker Import Issues (CSV, XLS & JIRA) Yes Add issues through email Yes Export issues Yes Notifications Yes Business Rules Yes Web to Issue Form Yes Link Issues Yes Custom Fields Yes Email Settings Yes SLA Yes Webhooks Yes Custom Issue Email Templates Yes Integrations Zoho CRM Yes Zapier Yes Zoho Meeting Yes Zoho Sprints Yes 25
- 26. Zoho Invoice (For Invoice & Expenses) Yes Zoho Books (For Invoice & Expenses) Yes Zoho People Yes Dropbox Yes Zoho Analytics Yes GitHub Yes BitBucket Yes Crashlytics Yes Zoho Desk Yes Campaigns - Email Marketing Campaigns Feature Availability Email newsletters Pre-designed Newsletter Templates Yes Template Layouts Yes Drag-and-Drop Editor Yes Template Library Yes Import Email Templates Yes Import Template Content from Google Drive Yes Email attachments Yes Mailing list management Subscriber Management 5000 contacts/user license Create Mailing Lists Yes Segmentation of Mailing Lists Yes Bulk segments Yes 26
- 27. Custom Fields Yes Sync Leads & Contacts from CRM Yes Import Subscribers from XLS, XLSX, CSV Yes Mailing Lists Email Summary Yes Sign-up Forms Yes Bounce & Unsubscribe Automatic Removal Yes Sign-up Form Tracking Yes Workflow Trigger for Sign-up Forms Yes Subscriber scores Yes Consent management Send Consent Emails to Implied Subscribers Yes Send Follow-up Emails to Unresponsive Subscribers Yes Schedule Consent Campaign Yes Consent Campaign Reports Yes Email marketing Schedule email campaigns Yes Recipient timezone based delivery Yes Recipient optimal open time based delivery Yes Batch emails Yes Merge Tags Yes Dynamic content Yes RSS Email campaigns Yes Email polls Yes A/B Testing Yes Customize email header & footer Yes Email opened & Unopened recipients Yes Social sharing Yes 27
- 28. Video email marketing Yes Recipient comments Yes Email Authentication Using SPF/Sender ID, Domain Key/DKIM Yes Compare email campaigns Yes Custom coupon email campaigns Yes E-commerce email campaigns Yes Survey email campaigns Yes Event follow-up email campaigns Yes Send Test emails Yes Email Campaign archives Yes Email Campaign reports Yes Email marketing automation Drag-and-drop Workflows Yes Workflow Templates Yes Workflow Path Tracing Yes Workflow Reports Yes Sign-up Based Autoresponders Yes Email Action-based Autoresponders Yes Calendar-based Autoresponders Yes Custom Date Field based Autoresponders Yes Closed Group Autoresponders Yes Smart Series Autoresponders Yes Autoresponder Summary Report Yes Opt-in confirmation Design & Customize Opt-in Forms Yes Add Company Logo to Opt-in Forms Yes Customize Confirmation Page Yes 28
- 29. Send Opt-in Confirmation Emails Yes Customize Opt-in Confirmation Emails Yes Add to address book - vCard Yes Ecommerce email marketing Campaign creation Yes Web store tracking and reports Yes Coupon code sync Yes Product content sync Yes Purchase follow-ups Yes Abandoned cart follow-ups Yes SMS Campaigns SMS Gateways Yes Batch Sending Yes Reporting and Analytics Yes Social media marketing Share Email Campaigns on Social Media Yes Facebook Page Marketing For Pages having more than 2,000 fans Post Campaigns Unlimited Automatic Posting on Facebook, Twitter & LinkedIn Yes Promote page through email campaigns Yes Campaigns tracking and reporting Recipient Activity Reports Yes Bounces & Unsubscribe Rates Yes Open Rates Yes Click-Through Rates Yes Spam Complaints Yes Location Based Reports Yes 29
- 30. Device Specific Reports Yes Email campaign reports Yes Mailing list based reports Yes Email campaign reports Yes Mailing list-based reports Yes Share Reports Yes Social Campaigns Statistics Yes Advanced Analytics with Google Analytics Yes Forwards (Tell a Friend) Yes Developer API Campaign Management Yes List Management Yes Callback URLs Yes Integrations Zoho CRM Yes Zoho Creator Yes Zoho Survey Yes Zoho Contacts Yes Bigin Yes Zoho Invoice Yes Zoho Books Yes Zoho Recruit Yes Zoho Meeting Yes Zoho Commerce Yes Zoho Flow Yes Zoho Desk Yes Zoho Backstage Yes 30
- 31. SugarCRM Yes Salesforce Yes G Suite Yes Tracking URLs with Google Analytics Yes Eventbrite Yes SurveyMonkey Yes Shopify Yes Facebook Yes Twitter Yes LinkedIn Yes Tumblr Yes YouTube For video email campaigns Yes Vimeo for video email campaigns Yes Flickr Add images to the template gallery Yes Google Photos Add images to the template gallery Yes Gravatar Yes PayPal Yes Litmus Yes Giphy Yes GoToWebinar Yes Evernote Yes Dropbox Yes OneDrive Yes Box Yes Unsplash Yes Unbounce Yes Wistia Yes 31
- 32. HubSpot Yes MS Dynamics 365 Yes Zendesk Yes BigCommerce Yes WooCommerce Yes Campaign management Email limits Paid(up to 100,000 contacts) - Unlimited, Paid(over 100,000 contacts) - 10 * number of contacts Managerial approval Yes Roles and Privileges Yes Custom Roles Yes Folders Yes Favorites Yes Marketing Calendar Yes Webhook Mailing list notification Yes Sent campaign notification Yes Social – Social Media Marketing Feature Availability Basics Social channels Facebook Page, Facebook Group, Twitter Profile, Instagram Business Profile, LinkedIn Profile, LinkedIn Company Page, YouTube Channel, & Google My Business listing. 32
- 33. Brand(s) 1 General Home dashboard Yes Recent Posts Yes Notifications Yes Livestream Yes Create custom roles Yes Publishing and scheduling Multi-channel Publishing Yes Custom Scheduling Yes Drafts Yes Published Posts Yes Scheduled Posts Yes Unpublished Posts Yes Publishing Calendar Yes Bulk Scheduler Repeat Posting Yes SmartQ Yes CustomQ Yes Pause/Resume Post Yes Audience targeting Yes RSS Feeds 20 Feeds Custom video thumbnail Yes Schedule Retweets Yes Image library Yes Cloudpicker Yes 33
- 34. UTM Parameters Yes Instagram first comment Yes Popular Posts Yes Post insights Yes Export posts Yes Discuss Posts Yes URL Shortener zurl link Shortener Yes Bit.ly Shortener Yes Lead Ads Facebook Lead Ads Yes LinkedIn Lead Ads Yes Messages Twitter Messages Yes Facebook Messages Yes Monitoring Monitoring dashboard 15 Columns Facebook Page Yes Facebook Reviews Yes Facebook Page @mentions Yes Facebook visitor posts Yes Twitter timeline Yes Twitter likes Yes Twitter @mentions Yes Twitter keyword search Yes Twitter user search Yes Twitter lists Yes 34
- 35. Instagram Hashtag search Yes Google My Business Questions Yes Google My Business Reviews Yes Lead/Contact interactions monitoring Yes Connections Connections dashboard Yes Most Engaged Yes Recently Engaged Yes Twitter Following/Followers Yes Profile Information CRM Leads Yes CRM Contacts Yes Mute/Block accounts Yes Connection interactions Yes Team Collaboration Collaborate dashboard Yes Workflow & approvals Yes Tagging discussions Yes Audio/Video call team member Yes Team member chat Yes Reports Reports dashboard Yes Published Post Stats Yes Summary Reports Yes All Reports & Analytics Yes Custom Reports 10 Dashboards/ Brand Scheduled Reports Yes 35
- 36. Desk Integration Create tickets from social updates Yes Chat with Desk Owner Yes Desk Reports Yes Desk Info for Connections Yes Rule-based Ticket Generation Yes View Ticket IDs Yes CRM Integration Add Leads to CRM Yes Chat with CRM Owner Yes CRM Reports Yes Connections - CRM Leads & Contacts Yes View CRM Status and Information Yes Rule-based Lead Generation Yes Monitor Leads/Contacts Yes Others Team Collaboration Yes ZSHARE Browser Extension Yes Surveys - Customer Satisfaction Surveys Feature Availability Basics Number of surveys Unlimited Questions per survey Unlimited Number of Responses (Billed Annually) Unlimited 36
- 37. Number of Responses (Billed Monthly) 3000 responses/month In-mail Surveys Yes iOS and Android Yes Survey creation Survey Builder in 26 Languages Yes 250+ Templates Yes Question Types All Pagination Yes Label, Title, and Number Yes Embed Video Yes Embed Call Link Yes Mandatory Questions Yes Answer Validation Yes Randomize Answer Choices Yes Question Randomization Yes Export as PDF Yes Print Survey Yes Advanced survey creation Question Logic Yes Page Logic Yes End Page Logic Yes Auto Fill Yes Piping Logic Yes Scoring Yes Custom Variable Yes Respondent Variable Yes Translate Survey to 76 Languages Yes 37
- 38. Translate Reports Yes Send Email Notifications Yes Trigger Functions Yes Track survey Yes Survey branding Complete Survey Design Customization Yes Custom Favicon Yes White Label Survey Yes Custom End Page Yes Add Logo Yes Remove Zoho Footer Yes Response collection Embed Survey in Website Yes Purchase Responses Yes Pop-up surveys Yes Disqualify Respondents Yes Anonymous Responses Yes Remove IP address Yes Email Distribution Up to 60000/month HTTPS Encryption Yes Share on Social Yes QR Code for Surveys Yes Collect Responses Offline Yes Kiosk + Auto Upload Mode in Offline Surveys Yes Number of Offline Devices Unlimited Spam Protection Yes Password Protection Yes 38
- 39. Set Survey End Date Yes Limit Number of Responses Yes Number of Collectors Unlimited Survey reports and analytics Real-time Responses Yes Custom Report Yes Trend Report Custom Cross-tab Reports Yes Filters Custom Turf Analysis Yes Sentiment analysis Yes Print Reports Yes Export in XLS and CSV Yes Export in SPSS Yes Download Chart Yes View Respondent's IP Yes Download Report as PDF Yes Collaboration Share Survey Yes Invite Reviewers Yes Share Report Yes Share Survey Preview Yes Integrations Zoho CRM Yes Zoho Campaigns Yes MailChimp Yes Google Sheets Yes 39
- 40. Zoho Sheet Yes URL callback notifications (webhook) Yes Tableau Yes Slack Yes Shopify Yes Eventbrite Yes Zendesk Yes Facebook Yes GSuite Marketplace Yes Analytics - Advanced Analytics Feature Availability Essentials Records/Rows 5M Rows Reports & Dashboards Unlimited Workspaces Unlimited Query Tables Unlimited Formula Engine Yes Ask Zia! Yes 40
- 41. Data Alerts 100 Data Snapshots Yes Access Logs Yes Activity Logs Yes Mobile Apps Yes Connectors Cloud Drives Yes Files & Feeds Yes Relational Databases Yes Cloud Databases Yes Import from Email Yes Zoho CRM Yes Salesforce CRM Yes Microsoft Dynamics CRM Yes HubSpot CRM Yes Stripe Yes Zoho Projects Yes Teamwork Projects Yes Zoho BugTracker Yes Zoho Finance Yes QuickBooks Yes Xero Yes Zoho Desk Yes Zendesk Yes Teamwork Desk Yes Zoho Campaigns Yes MailChimp Yes 41
- 42. Zoho Survey Yes SurveyMonkey Yes SurveyGizmo Yes Facebook Yes Twitter Yes Bing Ads Yes YouTube Yes Google Ads Yes Google Analytics Yes Zoho Creator Yes Zoho Recruit Yes Zoho People Yes ME ServiceDesk Plus Yes ME SupportCenter Plus Yes Collaboration Make Public Yes Large Screen Display Yes Slideshow Yes Groups Yes Organization Admins Yes Workspace Admins Yes Private Links Yes Schedules Import Unlimited Email 100 Backup Yes Extensibility 42
- 43. REST APIs for Integration Yes API Units 100,000 /day Logo Rebranding Yes 5x Performance Yes CRM Plus Add-Ons Features Availability CRM Plus - Support Premium support- $13.8 /user /month, Enterprise support - $17.25 /user /month CRM File Storage Starts from $5.75 /5 GB/Month SalesIQ - Visitors Starts from $25/25,000 Visitors/Month Campaigns - Contacts Starts from $6 /500 contacts /month Social - Brand Starts from $23 /Brand/Month Survey-Responses Starts from $5 /100 responses/ month Analytics - Rows Starts from $10 /100,000 Rows /month Projects and Desk - Lite users Free for 25 Lite Users $6 / user/ month or $72 / user/ year for every additional 43
- 44. Our contact offices USA California Zoho Corporation 4141 Hacienda Drive Pleasanton, CA 94588, USA Phone: +1 888 204 3539 Austin Zoho Corporation 805 Las Cimas Pkwy, Suite 380 Austin, TX 78746, USA China ZOHO (Beijing) Technology Co., Ltd. B-1304, 13F, Horizon International Tower No.6, ZhiChun Road, HaiDian District, Beijing, China, 100088, Website: www.zoho.com.cn Phone: +8610 82637816 Email: [email protected] 44
- 45. India Chennai Zoho Corporation Private Limited Estancia IT Park, Plot No. 140 & 151 GST Road, Vallancherry Village, Kanchipuram District, Chengalpattu, Tamil Nadu 603202 Tenkasi #2/278, Ambai Road, Silaraipuravu Village, Mathalamparai, Tenkasi, Tamil Nadu 627814. Renigunta 16-237, Srikalahasti Road, Renigunta Pillapalem, Renigunta, Andhra Pradesh-517520. Japan ZOHO Japan Corporation Minato-Mirai-Center building 13F, 3-6-1, Nishi-Ku, Yokohama 221-0012, Japan Website: www.zoho.jp/ Sales Enquiries Email: [email protected] Phone: US: +1 888 204 3539 UK: +44(20) 35647890 Australia: +61 280662898 You can also reach out to us at: [email protected] www.twitter.com/zoho www.linkedin.com/company/zoho-corporation www.facebook.com/zoho 45
- 46. *The names and logos for Zoho are trademarks of Zoho Corp. All other trademarks, brand names, or product names belong to their respective holders. 46