Helpshift vs Zoho CRM Plus

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Our analysts compared Helpshift 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.

Helpshift Software Tool

Product Basics

Helpshift is a customer service software designed to streamline and enhance the support experience through automation and AI-driven solutions. It is particularly well-suited for businesses with high volumes of customer interactions, such as mobile app developers and e-commerce platforms, due to its robust in-app messaging and chatbot capabilities. These features allow for efficient handling of common queries, reducing the workload on human agents and improving response times.

Key benefits of Helpshift include its ability to integrate seamlessly with existing CRM systems, providing a unified view of customer interactions. This integration helps in delivering personalized support and maintaining consistent communication across multiple channels. Users appreciate the intuitive interface and the detailed analytics that offer insights into customer behavior and support performance.

Pricing for Helpshift varies based on the number of active users and the specific features required, typically billed on a monthly or annual basis. Compared to similar products, Helpshift is often praised for its ease of use and the effectiveness of its automation tools, which contribute to higher customer satisfaction and operational efficiency.

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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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$150 Monthly
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$14/User, Monthly
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Small
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Large
Windows
Mac
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Android
Chromebook
Windows
Mac
Linux
Android
Chromebook
Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile

Product Assistance

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

Product Insights

  • Improved Customer Satisfaction: Helpshift's automated workflows and AI-driven responses ensure customers receive timely and accurate support, leading to higher satisfaction rates.
  • Cost Efficiency: By automating repetitive tasks and streamlining support processes, Helpshift reduces the need for extensive human resources, cutting operational costs.
  • Enhanced Agent Productivity: Helpshift's intuitive interface and robust ticket management system allow support agents to handle more queries efficiently, boosting overall productivity.
  • Seamless Integration: Helpshift integrates effortlessly with existing CRM systems and other business tools, ensuring a smooth transition and unified customer data management.
  • Scalability: As your business grows, Helpshift scales with you, accommodating increased customer interactions without compromising service quality.
  • Data-Driven Insights: Helpshift provides detailed analytics and reporting, enabling businesses to make informed decisions based on customer interaction data and trends.
  • Omnichannel Support: Helpshift supports multiple communication channels, including in-app messaging, email, and web chat, ensuring customers can reach out through their preferred medium.
  • Proactive Customer Engagement: Helpshift's proactive messaging capabilities allow businesses to reach out to customers with relevant information before issues arise, enhancing the overall customer experience.
  • Reduced Response Times: With automated responses and intelligent routing, Helpshift significantly reduces the time it takes to address customer queries, leading to quicker resolutions.
  • Customizable Workflows: Helpshift allows businesses to tailor workflows to their specific needs, ensuring that the support process aligns perfectly with organizational goals and customer expectations.
  • Enhanced Security: Helpshift prioritizes data security with robust encryption and compliance with industry standards, ensuring customer information is protected.
  • Global Reach: Helpshift supports multiple languages and time zones, making it an ideal solution for businesses with a global customer base.
  • Reduced Churn Rate: By providing exceptional customer support, Helpshift helps businesses retain customers, reducing churn and fostering long-term loyalty.
  • Personalized Customer Experience: Helpshift's AI-driven insights enable personalized interactions, making customers feel valued and understood.
  • Continuous Improvement: Helpshift's feedback loops and performance metrics allow businesses to continuously refine their support strategies, ensuring ongoing improvement.
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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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  • In-App Messaging: Allows customers to communicate with support directly within the app, providing a seamless user experience.
  • AI-Powered Bots: Utilizes artificial intelligence to handle common queries and tasks, freeing up human agents for more complex issues.
  • Automated Workflows: Streamlines repetitive tasks and processes, ensuring efficient case management and faster resolution times.
  • Multichannel Support: Integrates with various communication channels such as email, web, and social media, offering a unified support experience.
  • Customizable SDK: Provides a software development kit that can be tailored to fit the specific needs and branding of your app.
  • Real-Time Analytics: Offers detailed insights and reports on customer interactions, agent performance, and overall support metrics.
  • Knowledge Base Integration: Allows for the creation and management of a self-service knowledge base, reducing the volume of incoming support requests.
  • Proactive Support: Enables the sending of proactive messages to users based on their behavior or specific triggers, enhancing customer engagement.
  • CSAT Surveys: Collects customer satisfaction feedback directly after interactions, providing valuable insights into service quality.
  • Secure Data Handling: Ensures that all customer data is handled securely, complying with industry standards and regulations.
  • Multilingual Support: Supports multiple languages, making it easier to provide assistance to a global customer base.
  • Agent Desktop: A unified interface for agents to manage all customer interactions, cases, and tasks efficiently.
  • Smart Intents: Uses machine learning to understand the intent behind customer queries, routing them to the appropriate resources or agents.
  • Custom Bots: Allows businesses to create their own bots tailored to specific workflows and customer needs.
  • Push Notifications: Sends timely notifications to users about updates or responses to their queries, keeping them informed and engaged.
  • Omnichannel Ticketing: Consolidates tickets from various channels into a single view, simplifying case management for support teams.
  • Role-Based Access Control: Provides granular control over who can access and modify different parts of the system, enhancing security and compliance.
  • API Integrations: Offers robust APIs for integrating Helpshift with other tools and systems, ensuring a cohesive tech ecosystem.
  • Customizable Dashboards: Allows for the creation of personalized dashboards to monitor key performance indicators and metrics relevant to your business.
  • Co-Browsing: Enables agents to view and interact with the customer's screen in real-time, facilitating more effective troubleshooting and support.
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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

#67

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#90

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Analyst Rating Summary

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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

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Zoho CRM Plus
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User Sentiment Summary

Good User Sentiment 28 reviews
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78%
of users recommend this product

Helpshift has a 'good' User Satisfaction Rating of 78% when considering 28 user reviews from 1 recognized software review sites.

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3.89 (28)
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Awards

No awards.

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

Easy to Use: Users find Helpshift intuitive and easy to navigate, even for those unfamiliar with help desk software. They appreciate the straightforward interface and clear instructions, making it simple to find the information they need.
Comprehensive Knowledge Base: Helpshift's knowledge base is praised for its thoroughness and organization. Users can easily search for answers to their questions and find relevant articles, videos, and FAQs, reducing the need for direct contact with customer support.
Personalized Support: Users appreciate the ability to personalize their support experience with Helpshift. They can choose their preferred communication channels, such as email, chat, or in-app messaging, and receive tailored responses based on their individual needs.
Efficient Ticket Management: Helpshift's ticket management system is highly regarded for its efficiency. Users can easily submit tickets, track their progress, and receive timely updates, ensuring their issues are resolved promptly.
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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 Customization: Some users have found the platform's customization options to be limited, making it difficult to tailor the Help Center to their specific brand and needs. For example, they may not be able to fully customize the look and feel of the Help Center to match their website's design.
Steep Learning Curve: Setting up and configuring Helpshift can be challenging for some users, especially those who are not familiar with help desk software. This can lead to frustration and a longer time to get up and running.
Limited Reporting Capabilities: Some users have reported that Helpshift's reporting features are not as robust as they would like. For example, they may not be able to generate detailed reports on customer satisfaction or agent performance.
Integration Challenges: Integrating Helpshift with other systems can be difficult for some users. For example, they may encounter issues connecting Helpshift to their CRM or other business applications.
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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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Can Helpshift shift your customer service into high gear? Recent user reviews suggest that while Helpshift offers a solid approach to modernizing customer support, it may not be the perfect fit for every business. Users praise Helpshift for its user-friendly interface and robust AI capabilities, particularly its ability to improve over time and provide increasingly accurate automated responses. For instance, the "Smart Intents" feature effectively interprets user inquiries and guides them toward relevant solutions, streamlining the support process. However, some users express concerns about Helpshift's limitations in terms of omnichannel support, suggesting that businesses seeking a more comprehensive solution might need to explore alternatives. Helpshift's strength lies in its specialized focus on in-app support, making it an ideal choice for mid-sized companies prioritizing mobile customer engagement. Its AI-powered features, such as the "AI-Powered Answers" function, excel at scanning knowledge bases to deliver precise and concise solutions directly to users, effectively reducing reliance on human agents. While Helpshift excels in certain areas, its specialized focus may not cater to businesses requiring a broader range of support channels. Ultimately, Helpshift proves most suitable for companies prioritizing efficient and automated in-app support, particularly those seeking to leverage AI for enhanced customer interactions.

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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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