Accelo vs Zoho CRM | TrustRadius

What users are saying about

Score 7.2 out of 10

Based on 17 reviews and ratings

Score 8 out of 10

Based on 467 reviews and ratings

Feature Rating Comparison

Accelo

Zoho CRM

Customer data management / contact management

Workflow management

Territory management

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Contract management

Quote & order management

Interaction tracking

Channel / partner relationship management

Accelo

Zoho CRM

Case management

Call center management

Help desk management

Accelo

Zoho CRM

Lead management

Email marketing

Accelo

Zoho CRM

Task management

Billing and invoicing management

Reporting

Accelo

Zoho CRM

Forecasting

Pipeline visualization

Customizable reports

Accelo

Zoho CRM

Custom fields

Custom objects

Scripting environment

API for custom integration

Accelo

Zoho CRM

Single sign-on capability

Role-based user permissions

Accelo

Zoho CRM

Social data

Social engagement

Accelo

Zoho CRM

Marketing automation

Compensation management

Accelo

Zoho CRM

Mobile access

Pros

Timing Client Work: You are able to better manage your time on your clients.
Housing Client Info in one Area: You can view all you need for any given client in one area.

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Verified User

Manager in Marketing

Marketing and Advertising Company, 1-10 employees

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Zoho CRM is very customizable. The out-of-the-box modules are a great start however the system allows you to customize them to better fit internal operations.
The integrations with other Zoho apps is crucial to us, and Zoho CRM acts as sort of the hub for our teams project tracking, communication, and task tracking. Most if not all other Zoho apps have a native integration back to Zoho CRM.
Reporting features are excellent. Likewise, the ability to create custom "Views" within our modules record also provide us with deeper insights to the critical data stored within Zoho CRM.

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Project Administrator

A1 EnergyRenewables & Environment, 1-10 employees

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Cons

Cumbersome processes - feels like tasks take longer than they should.
We gave up on the Projects module, it was rather unintuitive. Switched to JIRA, which integrates with the Support module of Accelo.
Each email address requires a new contact. If one person uses multiple email addresses to contact you, that info will have to be spread across multiple contacts.

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President

Strider Inc.Marketing and Advertising, 1-10 employees

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The navigation is a little clunky
Customization can be a detriment since undoing previous iterations while maintaining the data can be challenging
You need a clear SOP on where to work out of (contacts, deals, accounts) since the notes don't necessarily transfer

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Verified User

Director in Sales

Marketing & Advertising Company, 11-50 employees

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Likelihood to Renew

Accelo 9.0

Based on 1 answer

Looking forward to seeing more refinement of features provided and upcoming features promised :)

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Brendon O'Sullivan

Managing Director

Bos Web SystemsInformation Technology and Services, 11-50 employees

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Zoho CRM 7.6

Based on 19 answers

We went through an exhaustive process doing this evaluation and in the process took the time to really understand the objectives and requirements of all groups within the organization. Now that the system is in place it needs to be used and refined over a long period to time in order to get the full value. As a result you need to consider the long-term and renewal knowing that the system will get better the more you use it.

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Sales and Marketing consultant

Independent consultantMarketing and Advertising, 1-10 employees

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Usability

Accelo 7.0

Based on 1 answer

No answer on this topic is available.

Zoho CRM 8.0

Based on 13 answers

Overall this product is not easy to use, integrate or manage. I have used many different CRM platforms and I find this platform to cost a lot of time and stress trying to manage or integrate. There are many other options that will be a better purchase option, give a greater ROI and save your overall organization time in their day to day actions.

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Verified User

Consultant in Marketing

Marketing and Advertising Company, 51-200 employees

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Support Rating

Accelo 7.4

Based on 4 answers

From the beginning the Accelo team has been very invested in ensuring our success and overall happiness with the platform. The initial implementation specialists and trainers did a fairly good job of learning our company and needs, and tried to tailor the trainings accordingly. However, once we made the formal switch to the platform, meaning we no longer were using our legacy systems, we found that we had a lot of questions....and a lot of ideas and recommendations. The support team is extremely responsive and seemingly happy to receive our continual feedback. And if we encounter an issue that seems to be a system issue, they work diligently to fix it (we've actually had an engineer join a call with us to learn of the issue - and subsequently fix it)

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Charles Fashana, MBA

COO (Chief Operating Officer)

19 IDEASMarketing & Advertising, 11-50 employees

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Zoho CRM 7.8

Based on 13 answers

Sometimes they tell you to send an email, or they may be slow to actually solve the issue. They have support for paid and unpaid users, and chat, phone, email channels. You will be sure to reach someone, but in some cases you need a solution within a few hours and may have to wait a couple of days.

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María Fernanda Cruz

Coordinator

Hold MarketingMarketing & Advertising, 11-50 employees

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Online Training

No score

No answers yet

No answers on this topic

Zoho CRM 8.2

Based on 2 answers

Training was basic, and didn't really cover more advanced aspects of using the product.

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Verified User

Consultant in Marketing

Internet Company, 1-10 employees

View all 2 answers on this topic

Implementation Rating

No score

No answers yet

No answers on this topic

Zoho CRM 8.0

Based on 4 answers

The CRM is only as good as the data you put into it. Spend the time up-front to clean up your old data sources prior to importing them into Zoho

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Senior Account Manager

Novus Media Today Group, LLCOnline Media, 11-50 employees

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Alternatives Considered

We used Workfront prior to using Accelo, mainly for project management and retainer management. There is no comparison between the two as Accelo blows it away.

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Chris Osterhout

Vice President of Business Strategy

WSOLInternet, 11-50 employees

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ZoHo's reporting features are much simpler than Salesforce. Much more intuitive and simple.Salesforce has much more options - however they are more complicated to use. Salesforce reports pretty much must be setup by administrators. Lay users have not been able to quickly make reports as easily as they could would ZoHo.Salesforce has a console view that is much easier to utilize.

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Sr. Community Outreach Associate

Oak Street HealthHospital & Health Care, 1001-5000 employees

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Return on Investment

Helps with tracking prospects through the sales/marketing funnel
Has led some employees to stop using the tool and going back to spreadsheets. When trying to attach targets to tags you need to do so individually and if you upload a large list you need to do this manually, one by one, and requires a lot of time. So people have gone back to spreadsheets where they could simply just cut and paste new people in.

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Verified User

Professional in Marketing

Computer & Network Security Company, 51-200 employees

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Zoho CRM has helped us visualize and analyze our sales pipeline in a more detailed manner, which has helped us better forecast our annual revenues.
Zoho CRM has brought a level of visibility across our organization that was not there before. This has helped us stay on track and keep everyone accountable.
Since using Zoho CRM, we've seen our annual sales jump 10%. While it's impossible to attribute this entirely to Zoho CRM, it has definitely helped our sales grow by helping us stay focused and disciplined in our communication with clients.

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Adam Montgomery

Energy Efficiency Consultant

SEMCORenewables & Environment, 11-50 employees

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Screenshots

See All (6) Accelo Screenshots

See All (10) Zoho CRM Screenshots

Pricing Details

General

Free Trial

Yes

Free/Freemium Version

—

Premium Consulting/Integration Services

Yes

Entry-level set up fee?

Optional

* Per Installation

Accelo Editions & Modules

Edition

Projects (Per Month on Annual Contract)	$39¹
Sales (Per Month on Annual Contract)	$39¹
Retainers (Per Month on Annual Contract)	$39¹
Service (Per Month on Annual Contract)	$39¹
ServOps (Per Month on Annual Contract)	$79¹

per user

Additional Pricing Details

ServOps is the all-in-one solution which includes Projects, Retainers, Sales and Service together.

General

Free Trial

Yes

Free/Freemium Version

Yes

Premium Consulting/Integration Services

Yes

Entry-level set up fee?

Optional

$14*

* /user/month

Zoho CRM Editions & Modules

Edition

Standard	$14¹
Professional	$23¹
Enterprise	$40¹
Ultimate	$52¹

per user, per month

Additional Pricing Details

—

Rating Summary

Accelo

Zoho CRM

Accelo

Zoho CRM

Accelo

Zoho CRM

Accelo

Zoho CRM

Accelo

Zoho CRM

Accelo

Zoho CRM

Accelo

Zoho CRM

Accelo

Zoho CRM

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