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Zoho CRM Plus Implementation & Consulting

Zoho CRM Plus bundles CRM, SalesIQ, Desk, Projects, Campaigns, Social, Survey, Analytics and Bookings into one unified customer experience platform, giving sales, marketing and support teams a single shared 360° customer record instead of nine disconnected tools.

Overview

What is Zoho CRM Plus?

Zoho CRM Plus is Zoho's unified customer experience bundle that combines CRM, SalesIQ, Desk, Projects, Campaigns, Social, Survey, Analytics and Bookings into one platform running on a single customer data model, so every team sees the same record instead of stitching data between separate apps.

As a Zoho Authorized Partner, ERPHUBs maps which of the nine bundled apps your sales, marketing and support teams actually need, then configures them together as one connected system — rather than deploying each app in isolation the way a generic setup would.

What's inside the bundle

  • Zoho CRM — sales & pipelines
  • SalesIQ — live chat & visitor tracking
  • Desk — customer support
  • Projects, Campaigns, Social, Survey, Analytics & Bookings
Capabilities

Key Features of Zoho CRM Plus

Unified 360° Customer Record

One shared timeline of every lead, deal, chat, ticket and campaign touchpoint across the whole bundle.

SalesIQ Live Chat & Tracking

Website visitor tracking and live chat feed straight into the same CRM record your sales team works from.

Desk Helpdesk

Support tickets linked directly to the customer's sales and billing history, no lookup required.

Campaigns & Social

Email marketing and social media management that share audience and engagement data with CRM.

Analytics Across the Bundle

One BI layer reporting on sales, support and marketing performance together, not in separate silos.

Bookings & Projects

Appointment scheduling and post-sale delivery tracking without leaving the CRM Plus ecosystem.

Bundle Value

Bundle vs. Individual Apps

Buying Apps Separately

  • Customer data disconnected across separate CRM, helpdesk and marketing tools
  • Sales, support and marketing teams each log into a different system
  • Multiple vendor bills to track and reconcile every month
  • Manual or custom-built integration work to keep records in sync

Zoho CRM Plus Bundle

  • Unified customer data model shared natively across all nine apps
  • Single sign-on and one admin console for the whole customer stack
  • One consolidated invoice instead of separate subscriptions per tool
  • Native cross-app automation between sales, support and marketing out of the box
Industry Use Cases

Zoho CRM Plus Across Industries

Why ERPHUBs

Why Implement Zoho CRM Plus with Us

  • App-by-app scoping so you only activate the modules your teams need
  • Cross-app automation built between CRM, Desk, Campaigns and SalesIQ from day one
  • Clean migration of existing CRM, helpdesk and marketing data into the bundle
  • One shared Analytics layer configured across every app in the suite
  • Role-based training for sales, marketing, support and admin teams

One rollout, not nine

We implement CRM Plus as one connected project instead of nine separate app deployments, so cross-app automation works from launch day.

How We Work

Our Zoho CRM Plus Implementation Process

1

Discovery & App Mapping

We identify which CRM Plus apps your sales, marketing and support teams actually need.

2

Configuration

Each app is configured to your process, with shared fields aligned across the bundle.

3

Migration

Existing CRM, helpdesk and marketing data is migrated and validated.

4

Cross-App Integration

Automation is built between CRM, Desk, SalesIQ, Campaigns and Analytics.

5

Training & Go-Live

Role-based training across every team, plus a supported launch.

Integrations

Connects With the Tools You Already Use

Beyond the nine apps native to the bundle, we connect Zoho CRM Plus to the rest of your stack so data keeps flowing without manual re-entry.

Zoho Desk
Zoho SalesIQ
Zoho Campaigns
WhatsApp Business
Microsoft 365
Zoho Flow / API
FAQ

Common Questions

CRM, SalesIQ, Desk, Projects, Campaigns, Social, Survey, Analytics and Bookings, plus additional add-ons depending on plan.

For most teams yes — one bundle price, one shared data model, and no integration work to connect the equivalent standalone apps.

Typically 6-10 weeks depending on how many bundled apps are in scope and how many cross-app automations are needed.

In most cases yes — SalesIQ, Desk, Campaigns, Social and Survey cover chat, helpdesk, email marketing, social and feedback.

Yes, we handle end-to-end migration into the relevant CRM Plus apps, including cleansing and field mapping.

Yes, role-based training across every team is included, plus admin training and post-launch support.

Ready to Unify Sales, Marketing & Support?

Book a free consultation and see how Zoho CRM Plus can replace your disconnected customer tools.

Related Zoho Products

Often Implemented Together

Zoho Desk

Standalone helpdesk ticketing.

Explore

Zoho Campaigns

Email marketing automation.

Explore

Zoho Analytics

Standalone BI & dashboards.

Explore

Zoho Bookings

Appointment scheduling.

Explore