InMoment vs Zoho CRM Plus

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Our analysts compared InMoment vs Zoho CRM Plus based on data from our 400+ point analysis of Customer Experience Software, user reviews and our own crowdsourced data from our free software selection platform.

Product Basics

InMoment is a unified, cloud-based experience intelligence solution that improves the customer, employee and business experiences. Users can create, schedule and share personalized reports and dashboards with live data sets, enhancing customer interactions. Organizations can leverage the EX and MX Cloud to gain employee perspectives and industry insights, respectively. Active Listening Studio delivers smart surveys, real-time responses, social monitoring and more.

Automate workflows, collect data from third-party modules, analyze feedback and manage cases by accessing flexible integrations with CRMs, APIs, HRIs, social media and other legacy communication channels. It also offers case management, data management, data exploration, action planning and more
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Zoho CRM Plus is a unified engagement platform that assists businesses with creating and delivering personalized interactions across all stages of a customer’s life cycle. It primarily caters to customer-facing teams. Along with Zoho CRM’s sales and marketing automation capabilities, it offers modules like visitor tracking, help desk, project collaboration, social media management, customer surveys and an AI-powered live chat assistant Zia.

Access to a holistic customer view in a centralized location enables sales, marketing and support personnel to act contextually, manage conversations and stay notified in real time. It also comes with the Zoho CRM Enterprise edition.
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Product Assistance

Documentation
In Person
Live Online
Videos
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Videos
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Email
Phone
Chat
FAQ
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Knowledge Base
24/7 Live Support
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Product Insights

  • Increased Revenue: By understanding customer needs and preferences, businesses can tailor their products and services to better meet those needs, leading to increased sales and revenue.
  • Reduced Costs: By identifying and addressing customer pain points, businesses can reduce customer churn and the associated costs of acquiring new customers.
  • Improved Customer Loyalty: By providing a positive customer experience, businesses can build stronger relationships with their customers, leading to increased loyalty and repeat business.
  • Enhanced Brand Reputation: By delivering a consistently positive customer experience, businesses can build a strong reputation for quality and customer service, which can attract new customers and enhance brand value.
  • Greater Employee Engagement: By involving employees in the process of improving customer experience, businesses can create a more engaged and motivated workforce.
  • Data-Driven Decision Making: Customer experience management software provides businesses with valuable data that can be used to make informed decisions about product development, marketing, and customer service.
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  • Boost Productivity: Optimize day-to-day business processes across all departments via tools like task management, time tracking and visual reports. 
  • Unified interface: Bring together capabilities like live chat, customer support, marketing automation and project management in a centralized location. 
  • Speedy Implementation: Large enterprises can avail of consulting and professional services to map out business-specific implementation needs.  
  • Build a Custom System: Choose from almost 450 extensions and add-ons from the marketplace. Drag and drop modules based on business requirements. Extend capabilities through extensive APIs and mobile and web SDKs. 
  • Deliver Instant Assistance: Provide website visitors with what they are looking for with Google AdWords and live chat. 
  • Foster Healthy Competition: Motivate teams through gamification. Create games on custom KPIs. Award trophies and badges to winners of every contest. Display trophies and points won via achievements panels. 
  • Personalize Sales Pitches: Sales reps can make relevant pitches by viewing which ads customers clicked or keywords they searched.  
  • Quickly Find Relevant Emails: Reduce time spent sifting through messages to find a specific email. Organize all incoming messages based on priorities with intelligent segmentation. Categorize emails according to deal stages like prospecting, qualification, proposal and closing. 
  • Create Effective Campaigns: Design and send creative, relevant messages through A/B testing, email automation and pre-designed templates. 
  • Establish a Strong Social Media Presence: Interact with customers on Facebook, Twitter, Instagram and LinkedIn. Turn social media channels into a listening engine through a monitoring dashboard. 
  • Access Built-in Reports: Provides more than 100 pre-installed, customizable reports and dashboards. 
  • Resolve Issues Quickly: Close the loop effectively on customers’ preferred channel. Users can find answers themselves through a knowledge base. Use Zia to gain customer insights. 
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  • Surveys: Use NPS, CES and CSAT/PSAT surveys to gather insights. Create customizable, multilingual surveys and micro-surveys. Deliver surveys through mobile, email, SMS, links, QR code, intercom messenger and in-app messages. 
  • Feedback Management: Respond to feedback instantly, track survey frequency and direct customers to helpful guides through AI-powered engines. Gather multimedia insights by tapping into social media and review sites. 
  • Integrations: Connect with existing tech infrastructure, including Google, Facebook, Oracle, Adobe, Salesforce, Slack, Hubspot, Zendesk and more. 
  • Data Analysis: Make data-driven decisions by analyzing comments, reviews, videos and web feedback. Run A/B tests to measure impact. Monitor product launches and new initiatives. 
  • Dashboards and Reporting: Generate and export reports and dashboards with live data sets. Access automated reports and display insights for relevant stakeholders. 
  • Case Management: Resolve queries and subvert negative experiences through recommended actions and intelligent alerts. Manage, designate, prioritize and monitor one-off incidents and regular occurrences within the system. 
  • Text Analysis: Recognize sentiment, trends and opportunities in comments, reviews and transcripts. Use custom layered models to assign tags and themes that align with the organization’s lexicon. 
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  • Omnichannel Communication: Reach customers via multiple mediums like phone, emails, live chat, surveys and social media. 
    • Emails: Use contextual data from leads and customer records to send targeted emails and campaigns. Send messages based on customer activities pre and post-sale. 
    • Social Media: Connect with leads and post campaigns on social media channels. 
    • Phone: Make, receive, transfer and record calls within the system. 
    • Offline: Update customer records, view nearby prospects, scan business cards and send email campaigns on the go. 
  • Support Management: Contextually respond to customer tickets by pulling data from all channels. Enhance customer support via canned responses and a knowledge base. 
  • Collaboration: Sales, marketing and support teams can communicate deliverables, share status updates and discuss projects in a centralized location.  
    •  Provides access to a shareable customer database. 
    •  Ensures teams stay on track with capabilities like milestone tracking, tasks lists, calendars, forums and reporting. 
    •  Receive notifications for upcoming meetings, pending tasks and assigned support tickets to stay in the loop. 
    •  Tag team members in documents and presentations. 
    •  Create group chats and interact through emojis, GIFs and images. 
  • AI: Derive trends and insights across customer touchpoints. 
    • Sales Insights: AI-powered chat assistant Zia provides sales reps with information like the best time to contact leads, win probability of deals according to selling patterns and suggestions to automate recurring tasks. 
    • Reporting: Create personalized reports and custom metrics without code. Connect information from disparate sources into a centralized database. Import data from several file formats, URL feeds, cloud drives and spreadsheets. 
    • Visitor Tracking: Get perspective on website visitors in real time. Track activities and categorize visitors based on variables like location, interactions, number of visits, referral sources and more. Learn who’s a lead, what campaigns they clicked on and the busiest time for customer support. 
    • Sales Forecasting: Predict sales revenue by breaking down the performance of individual sales reps, teams and territories. Compare the previous year’s sales with the current one. Identify top scorers according to region and hierarchy. 
  • Dashboards: Create custom dashboards to highlight sales goals and track team progress. Set different KPIs and targets. Get a comprehensive view of sales activities and break them down by reps or teams. Visualize performance via progress bars. 
  • Real-Time Updates: Receive updates when prospects and customers open emails, visit websites, send messages or tag on social media. Monitor all customer activities within the system and from third-party apps. Reply with context by accessing past interactions from the panel. 
  • Campaign Analytics: Analyze campaigns across several channels. Track campaign performance and compare it with industry metrics. 
    • Social Media Analytics: Identify the best time to publish content for optimum engagement. Monitor positive and negative comments, tweets and posts. 
    • Email Analytics: Monitor spam complaints and bounce rates. Pinpoint subscribers’ geo-locations and devices.  
    • Campaign Reports: Receive real-time updates on open and click rates of top-performing campaigns.  
  • Surveys: Create personalized surveys like CSAT and NPS using templates. Embed them into websites and email campaigns. 
  • Automation: Automatically assign tickets, set priority and escalate them according to SLAs. Assign leads and send alerts for tasks via workflow automation. Set autoresponders and trigger emails based on customer activities.  
  • Mobile App: Access customer information, log leads, view marketing insights and more on the road. Connect with different apps like Zoho CRM, Zoho Surveys, Zoho Reports, Zoho Projects, Zoho Campaigns and more.  
  • Administration Panel: Add new user accounts and assign roles and permissions via a centralized admin panel. 
  • Integrations: Access in-house and third-party integrations.  
    • Internal Integrations: Connect with Zoho PhoneBridge, Zoho Cliq, Zoho Desk, Zoho Flow, Zoho Assists, Zoho Analytics and more. 
    • External Integrations: Integrate with Salesforce, SurveyMonkey, Shopify, MailChimp, PayPal, Slack and more.  
    • Google Integrations: Integrate with Google Analytics to monitor website activities and traffic-generating links. Identify keywords that bring in leads via Google AdWords. Use Google Ads to see revenue generated by online ad campaigns. 
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Product Ranking

#37

among all
Customer Experience Software

#90

among all
Customer Experience Software

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Analyst Rating Summary

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87
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87
100
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86
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Dashboards and Reporting
Feedback Channels
Integrations and Extensibility
Customer and Contacts Management
Customer and Contacts Management
Platform Capabilities
Integrations and Extensibility
Mobile Capabilities
Dashboards and Reporting

Analyst Ratings for Functional Requirements Customize This Data Customize This Data

InMoment
Zoho CRM Plus
+ Add Product + Add Product
AI-Based Capabilities Customer And Contacts Management Dashboards And Reporting Feedback Channels Mobile Capabilities Platform Capabilities Survey Management 69 87 100 89 69 68 57 79 100 86 78 88 96 82 0 25 50 75 100
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82%
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

90%
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User Sentiment Summary

Excellent User Sentiment 56 reviews
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92%
of users recommend this product

InMoment has a 'excellent' User Satisfaction Rating of 92% when considering 56 user reviews from 4 recognized software review sites.

we're gathering data
4.2 (17)
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4.8 (5)
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4.8 (32)
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3.9 (2)
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Awards

InMoment stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award

SelectHub research analysts have evaluated Zoho CRM Plus and concluded it earns best-in-class honors for Customer and Contacts Management and Platform Capabilities.

Customer and Contacts Management Award
Platform Capabilities Award

Synopsis of User Ratings and Reviews

Integrations: InMoment integrates with various CRM and CX platforms, such as Salesforce and Zendesk, allowing users to centralize customer data and streamline workflows.
Reporting and Analytics: The platform offers robust reporting and analytics capabilities, enabling users to gain insights into customer sentiment, identify trends, and track key metrics over time.
Customization: InMoment provides a high degree of customization, allowing users to tailor the platform to their specific needs and preferences. This includes the ability to create custom surveys, dashboards, and reports.
Actionable Insights: The platform goes beyond simply collecting data and provides actionable insights that users can use to improve the customer experience. This includes identifying areas for improvement, developing targeted interventions, and tracking the impact of changes.
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Easy to Use: Zoho CRM Plus has a user-friendly interface that makes it simple for businesses to manage their customer relationships without a steep learning curve. The platform's intuitive design and navigation allow users to quickly find the information they need and complete tasks efficiently.
Affordable: Zoho CRM Plus offers competitive pricing plans that cater to businesses of all sizes. The platform's cost-effectiveness makes it an attractive option for small and medium-sized businesses looking for a comprehensive CRM solution without breaking the bank.
Feature-Rich: Zoho CRM Plus provides a wide range of features that cover various aspects of customer relationship management, including sales force automation, marketing automation, customer support, and inventory management. This comprehensive suite of tools allows businesses to streamline their operations and improve efficiency.
Reliable: Zoho CRM Plus is a reliable platform that offers high uptime and data security. Businesses can trust that their customer data is safe and accessible when they need it.
Excellent Customer Support: Zoho CRM Plus provides excellent customer support to help businesses get the most out of the platform. The support team is responsive and knowledgeable, and they offer a variety of resources, including online documentation, tutorials, and live chat.
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Limited Reporting Capabilities: The platform's reporting features may not be robust enough to meet the needs of larger enterprises or those with complex data analysis requirements. Users have mentioned encountering limitations in creating custom reports or accessing granular data insights.
Usability Challenges: Some users have reported that the platform's interface can be cumbersome and difficult to navigate, particularly for those who are new to customer experience management software. This can lead to a steeper learning curve and frustration for users who need to quickly access and analyze customer feedback.
Integration Issues: Integrating InMoment with existing business systems and tools can be a complex process, requiring significant time and resources. This can hinder the ability to streamline workflows and gain a holistic view of customer data.
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Steep Learning Curve: Zoho CRM Plus can be overwhelming for new users due to its extensive features and complex interface. The learning process can be time-consuming, requiring significant investment in training and onboarding.
Customization Challenges: While Zoho CRM Plus offers customization options, they can be intricate and may necessitate technical expertise. Users might encounter difficulties tailoring the platform to their specific workflows and requirements.
Mobile App Limitations: The mobile app version of Zoho CRM Plus may have limited functionality compared to the web-based platform. Users who rely heavily on mobile access could find the app's capabilities restrictive.
Reporting Complexity: Generating reports in Zoho CRM Plus can be complex, especially for users unfamiliar with reporting tools. Building customized reports might require advanced knowledge and effort.
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In the realm of customer experience management, InMoment has carved out a distinctive niche, as evidenced by user reviews over the past year. Users frequently laud its intuitive interface and robust analytics capabilities, which stand out as significant strengths. These features allow businesses to dive deep into customer feedback, transforming raw data into actionable insights. This depth of analysis is often compared favorably to similar products, where users might find the analytics either too basic or overwhelmingly complex. InMoment strikes a balance, offering depth without sacrificing usability. However, some users have pointed out weaknesses, particularly regarding the integration process with existing systems, which can be cumbersome and less seamless than desired. This contrasts with competitors that prioritize plug-and-play solutions, though often at the expense of customization and depth. Another point of differentiation is InMoment's customer support, which is consistently praised for its responsiveness and helpfulness, a critical factor when navigating the complexities of customer experience software. These factors are crucial for businesses that rely on nuanced customer feedback to drive decisions. The ability to easily interpret and act on customer data can be the difference between stagnation and growth. InMoment's blend of powerful analytics and supportive customer service positions it as an ideal solution for medium to large businesses that prioritize customer experience but need a tool that can integrate deeply with their existing processes. Its suitability for these businesses is further underscored by its scalability and the ability to handle complex data sets, making it a go-to for organizations looking to grow their understanding of customer needs without getting bogged down in technical complexities.

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Over the past year, Zoho CRM Plus has garnered attention for its comprehensive suite designed to enhance customer experience management. Users have lauded its all-in-one platform, which integrates sales, marketing, and customer support functionalities, allowing businesses to streamline their operations and foster better customer relationships. A standout feature, according to reviews, is its AI assistant, Zia, which offers predictive analytics and automation capabilities, setting Zoho CRM Plus apart from competitors like Salesforce and HubSpot. This AI-driven insight helps businesses anticipate customer needs and personalize interactions, a critical differentiator in today's market. However, some users have pointed out weaknesses, particularly regarding the learning curve associated with its plethora of features and the occasional sluggishness of customer support. Despite these challenges, the platform's affordability compared to its counterparts, without compromising on functionality, is frequently highlighted as a significant advantage. For instance, small to medium-sized businesses benefit from its cost-effectiveness, receiving a robust CRM solution without the hefty price tag often associated with similar platforms. Zoho CRM Plus is most suited for businesses looking for a comprehensive, integrated solution to manage their customer experience end-to-end. Its unique blend of affordability, AI capabilities, and an extensive suite of features makes it particularly appealing to small and medium-sized enterprises (SMEs) aiming to scale their operations and enhance customer engagement without breaking the bank. The platform's ability to provide a 360-degree view of the customer journey, coupled with predictive analytics, positions it as a valuable tool for businesses focused on proactive customer relationship management and personalized marketing strategies.

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