Zoho CRM Plus
Zoho CRM Plus
Zoho CRM Plus Consultants UK | Implementation
Small businesses don’t struggle because they lack commercial skill – they struggle because sales, marketing and service are all managed in different places. Zoho CRM Plus brings everything together so your teams can work faster, stay organised and deliver a better customer experience.
If your customer operations feel scattered, Zoho CRM Plus gives you one organised platform to manage leads, deals, marketing activity, customer service, live chat, analytics and delivery. It helps you get your customer journey “in order” – giving you clarity, efficiency and confidence across every channel.
Over the last year, Zoho CRM Plus and the projects we deliver have transformed significantly. More than 50% of our implementations now include AI automation, helping sales, marketing and service teams speed up follow‑ups, reduce admin and enhance the customer experience. Zoho CRM Plus is best suited for teams with 5+ users or businesses running multi‑channel sales, marketing and service.
What is Zoho CRM Plus?
Zoho CRM Plus is a connected customer experience suite that brings CRM, marketing automation, customer service, live chat, analytics and project delivery together in one place. Most small businesses don’t struggle because their teams lack ability – they struggle because customer data, conversations and processes sit in different systems. Leads get missed, marketing becomes inconsistent, tickets slip and customers receive different experiences depending on who they speak to.
CRM Plus fixes that by giving you:
- One shared customer platform for sales, marketing and service
- One customer timeline so every team sees the same information
- A set of automations that keep follow‑ups consistent
- One interface that removes tool‑switching and confusion
- A single source of truth for every customer interaction
Instead of running your customer journey across multiple tools, CRM Plus gives your teams a single connected suite that improves visibility, consistency and customer experience. When everything runs through one platform, your teams become faster, more aligned and far more reliable.
Who Is Zoho CRM Plus For?
- Sales‑driven organisations
- Teams with 5-200 users
- Companies using Zoho CRM, Desk, Campaigns, SalesIQ or Analytics
- Marketing teams running multi‑channel campaigns
- Service teams managing tickets and SLAs
- SaaS and subscription businesses
- Digital Marketing Agencies managing client delivery
- SMEs scaling without adding multiple tools
- Companies with an existing Zoho setup that needs improvement
- Enterprises needing cross‑department automation
Key Features of Zoho CRM Plus
- Unified Customer View: Bring sales, marketing and service data together in one place.
- Multi-Channel Engagement: Manage email, phone, chat, WhatsApp, social and web interactions.
- AI‑Powered Insights (Zia): Predict trends, score leads, identify anomalies and automate tasks with Zia.
- Marketing Automation: Build journeys, nurture leads and automate multi‑channel campaigns.
- Customer Service: Use Zoho Desk for ticketing, SLAs, knowledge base and service automation.
- Live Chat & Chatbots: Engage website visitors in real time with SalesIQ.
- Project Management: Track onboarding, delivery and client workflows using Zoho Projects.
- Advanced Analytics: Build dashboards, KPIs and cross‑department reports with Zoho Analytics.
- Shared Workflows: Automate processes across CRM, Desk, Projects, and Marketing Automation.
- Customer Feedback & Surveys: Collect NPS, CSAT and feedback using Zoho Survey.
Every capability exists for one purpose: to improve conversion, strengthen customer relationships and create a consistent customer journey.
Our Accreditations
We’re proud to have achieved recognised certifications across Zoho, Cyber Essentials and HIPAA. These accreditations reflect the standards we work to, and the platforms we’re trusted to deliver. They’re the result of real exams, assessments and expertise – demonstrating the depth of our technical capability and the security standards we operate at. It’s the level of quality our clients expect.
How Our Consultants Can Help You
Our consultants design, implement and optimise Zoho CRM Plus to match how your business actually works. We build data models, configure modules, automate processes, and integrate CRM Plus with your wider systems.
We help you:
Design a CRM system aligned to your commercial goals.
Implement CRM Plus with clean data, workflows and automation.
Integrate CRM Plus with Xero, Mailchimp or bespoke systems.
Streamline processes using automation and Zia AI.
Train your teams for natural, confident adoption.
Build dashboards that give your leadership a unified view of performance.
Zoho CRM Plus Integrations
Zoho CRM Plus integrates with:
- Zoho Books, Inventory, Subscriptions & Finance Suite
- Zoho Forms, Flow, Sign and Vault
- Microsoft 365 & Google Workspace
- Telephony providers (RingCentral, Twilio, Vonage)
- WhatsApp Business API
- Payment gateways (Stripe, PayPal, GoCardless)
- REST APIs & third‑party systems
Use Cases for Zoho CRM Plus
- Sales & Marketing Alignment: Share data, automate journeys and improve lead quality.
- Customer Service Excellence: Connect Zoho CRM and Desk for unified support.
- Customer Lifecycle Management: Track every interaction from acquisition to retention.
- Project Delivery: Manage onboarding, implementation and service delivery.
- Customer Engagement Automation: Use chatbots, triggers and journeys.
- Executive Reporting: Build cross‑department dashboards.
Zoho CRM Plus Applications
Zoho CRM
Centralise data, manage your customer relationships and track your sales pipeline.
Zoho Projects
Manage project delivery and milestones for your clients effortlessly.
Zoho Sales IQ
Engage your customers in real-time with live chat and website visitor tracking software.
Zoho Desk
Enhance customer satisfaction through connected service software and support tickets.
Zoho Marketing Automation
Automate your marketing campaigns, engage your leads, and drive conversions.
Zoho Analytics
Gain real‑time visibility with advanced analytics and dashboards..
Why Choose Zoho CRM Plus?
All-in-One Platform
Sales, marketing and service in one place.
Multi-Channel Customer Engagement
Manage email, WhatsApp, social media, live chat & phone.
Analytics & Insights
Make data-driven decisions with Zia AI.
Marketing Automation
Streamline lead management & follow-ups.
Enhanced Collaboration
Work easily across departments.
Exceptional Customer Support
Deliver consistent customer service with Zoho Desk.
Mobile Access
Stay connected with your customers anytime & anywhere.
If your customer experience feels disjointed with slow follow‑ups, unclear pipelines, missed tickets or inconsistent messaging – you’re already losing revenue. Zoho CRM Plus fixes this by giving sales, marketing and service one connected platform that improves conversion, retention and customer satisfaction.
It’s a unified customer platform that pays for itself – through faster response times, better visibility and stronger commercial performance.
Client Success Stories
Get Started with Zoho CRM Plus
If you’re ready to unify sales, marketing & service and build a connected customer journey, book a call with our Zoho experts today.
Sign up for our 60 day free trial of Zoho CRM Plus
Zoho CRM Plus FAQ's
Q. What is included in Zoho CRM Plus?
A. Zoho CRM, Desk, SalesIQ, Projects, Analytics, Marketing Automation and more.
Q. Is Zoho CRM Plus different from Zoho One?
A. Yes, CRM Plus focuses on customer experience, whereas Zoho One covers the entire business with 40+ applications.
Q. Does the platform integrate with external systems?
A. Yes - via native integrations, APIs and webhooks.
Q. Is Zoho CRM Plus suitable for small and large businesses?
A. Yes, the platform scales from small teams to enterprise environments.
Q. Can the platform automate cross‑department workflows?
A. Yes, workflow automation covers sales, marketing, service, delivery and project teams.
Q. Does Zoho CRM Plus include omnichannel communication?
A. Yes, the platform supports email, phone, chat, WhatsApp, social media, web forms and website tracking.
Q. Does Zoho CRM Plus include analytics and reporting?
A. Yes - Zoho Analytics is included, providing dashboards, KPIs, forecasting and cross‑department reporting.
Q. Can the platform track customer interactions across multiple channels?
A. Yes - CRM Plus unifies interactions from CRM, Desk, SalesIQ, Social and Campaigns into a single timeline.
Q. Does the platform include customer service tools?
A. Yes - Zoho Desk is included for ticketing, SLAs, knowledge base and customer support automation.
Q. Does the platform include project management?
A. Yes - Zoho Projects is included for task management, time tracking, milestones and delivery workflows.
Q. Can the platform support marketing automation?
A. Yes - Zoho Marketing Automation is included for journeys, segmentation and email campaigns.
Q. Does Zoho CRM Plus support lead scoring?
A. Yes - the platform includes AI‑powered scoring, behaviour‑based scoring and custom scoring rules.
Q. Is CRM Plus included in Zoho One?
A. Yes - Zoho One includes all CRM Plus applications, but CRM Plus is available as a standalone suite.
Q. Does Zoho CRM Plus support mobile apps?
A. Yes - CRM, Desk, Projects, Analytics and SalesIQ all have mobile apps included in the suite.
Q. Can the platform help with customer onboarding?
A. Yes - onboarding workflows can be built using CRM, Desk, Projects and Marketing Automation.
Q. Does Zoho CRM Plus support AI features?
A. Yes - Zia AI provides predictions, anomaly detection, insights, suggestions and conversational assistance.
Q. Can Zoho CRM Plus integrate with telephony systems?
A. Yes - the platform supports cloud telephony providers for click‑to‑call, call logging and call analytics.
Q. Does Zoho CRM Plus support role‑based access and permissions?
A. Yes, you can configure roles, profiles, data sharing rules and module‑level permissions.
Q. Can Zoho CRM Plus be customised for different industries?
A. Yes - CRM Plus supports custom modules, fields, layouts, workflows and industry‑specific processes.
Q. Do you provide Zoho CRM Plus implementation and support?
A. Yes - we offer setup, integration, optimisation, training and ongoing support for all CRM Plus applications.
Q. Does Zoho CRM Plus support customer feedback collection?
A. Yes, Zoho Survey is included in the suite for NPS, CSAT and feedback forms.
Q. Can Zoho CRM Plus manage onboarding workflows?
A. Yes, onboarding can be automated using CRM, Desk and Projects.
Q. Does CRM Plus support subscription‑based businesses?
A. Yes, CRM Plus integrates with Zoho Subscriptions for recurring billing and lifecycle management.
Q. Can Zoho CRM Plus track website visitor behaviour?
A. Yes, SalesIQ tracks behaviour, chat interactions and lead activity.
Q. Does Zoho CRM Plus support SLA management?
A. Yes, Zoho Desk includes SLAs, escalations and automation rules.
Q. Can Zoho CRM Plus integrate with accounting systems?
A. Yes, the platform integrates with Zoho Books and can connect to Xero via API.
Q. Does CRM Plus support custom modules?
A. Yes, you can build custom modules, fields, layouts and workflows.
Q. Can Zoho CRM Plus handle multi‑brand or multi‑department setups?
A. Yes, the platform supports multiple brands, departments and service channels.
Q. Does CRM Plus support sandbox environments?
A. Yes, CRM Plus includes sandbox for testing workflows and customisation.
Q. Can CRM Plus be used for field service teams?
A. Yes, the platform includes mobile apps, check‑ins, tasks and ticketing support field operations.