What users are saying about
54 Ratings

Zoho CRM

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334 Ratings
54 Ratings
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Score 7.6 out of 101

Zoho CRM

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334 Ratings
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Score 7.8 out of 101

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Likelihood to Recommend

Alfresco ECM

If you have regulatory or business needs that require saving email into Alfresco and you are using Outlook for Mac, you may need to perform significant customization to make it work. Additionally, if you will have users that will be members to a large numbers of sites over time, you need to thoroughly explore what functionality will be degraded or lost and how to mitigate the impact. Other than these two scenarios, I cannot think of any scenarios where Alfresco would not be well suited to an organization's needs.
No photo available

Zoho CRM

Well suited for basic sales and pipeline management. Not appropriate if those leads or prospects need to be transferred into other organizations or companies. Good to use on more individualized sales teams, but not particularly great when it comes to collaborations. Limited tagging and chatting options for collaborative sales.If you are planning to work a pipeline to generate sales and are not in need of a great deal of communication between employees, this will be great for you.
Andrew McClean profile photo

Feature Rating Comparison

Enterprise Content Management

Alfresco ECM
7.6
Zoho CRM
Content capture & imaging
Alfresco ECM
8.0
Zoho CRM
File sync, storage & archiving
Alfresco ECM
8.0
Zoho CRM
Document management
Alfresco ECM
8.4
Zoho CRM
Records management
Alfresco ECM
7.8
Zoho CRM
Content search & retrieval
Alfresco ECM
7.2
Zoho CRM
Enterprise content collaboration
Alfresco ECM
7.3
Zoho CRM
Content publishing & creation
Alfresco ECM
7.0
Zoho CRM
Security, risk management & information governance
Alfresco ECM
7.6
Zoho CRM
Contract lifecycle management
Alfresco ECM
7.6
Zoho CRM

Sales Force Automation

Alfresco ECM
Zoho CRM
8.2
Customer data management / contact management
Alfresco ECM
Zoho CRM
8.4
Workflow management
Alfresco ECM
Zoho CRM
8.1
Territory management
Alfresco ECM
Zoho CRM
7.9
Opportunity management
Alfresco ECM
Zoho CRM
8.5
Integration with email client (e.g., Outlook or Gmail)
Alfresco ECM
Zoho CRM
7.6
Contract management
Alfresco ECM
Zoho CRM
8.2
Quote & order management
Alfresco ECM
Zoho CRM
7.9
Interaction tracking
Alfresco ECM
Zoho CRM
8.6
Channel / partner relationship management
Alfresco ECM
Zoho CRM
8.4

Customer Service & Support

Alfresco ECM
Zoho CRM
7.1
Case management
Alfresco ECM
Zoho CRM
7.0
Call center management
Alfresco ECM
Zoho CRM
7.3
Help desk management
Alfresco ECM
Zoho CRM
7.0

Marketing Automation

Alfresco ECM
Zoho CRM
7.8
Lead management
Alfresco ECM
Zoho CRM
7.9
Email marketing
Alfresco ECM
Zoho CRM
7.6

CRM Project Management

Alfresco ECM
Zoho CRM
7.9
Task management
Alfresco ECM
Zoho CRM
8.1
Billing and invoicing management
Alfresco ECM
Zoho CRM
7.5
Reporting
Alfresco ECM
Zoho CRM
8.2

CRM Reporting & Analytics

Alfresco ECM
Zoho CRM
8.1
Forecasting
Alfresco ECM
Zoho CRM
8.0
Pipeline visualization
Alfresco ECM
Zoho CRM
8.3
Customizable reports
Alfresco ECM
Zoho CRM
8.1

Customization

Alfresco ECM
Zoho CRM
8.1
Custom fields
Alfresco ECM
Zoho CRM
7.9
Custom objects
Alfresco ECM
Zoho CRM
7.8
Scripting environment
Alfresco ECM
Zoho CRM
8.2
API for custom integration
Alfresco ECM
Zoho CRM
8.3

Security

Alfresco ECM
Zoho CRM
8.7
Single sign-on capability
Alfresco ECM
Zoho CRM
9.0
Role-based user permissions
Alfresco ECM
Zoho CRM
8.5

Social CRM

Alfresco ECM
Zoho CRM
7.6
Social data
Alfresco ECM
Zoho CRM
7.6
Social engagement
Alfresco ECM
Zoho CRM
7.7

Integrations with 3rd-party Software

Alfresco ECM
Zoho CRM
7.4
Marketing automation
Alfresco ECM
Zoho CRM
7.5
Compensation management
Alfresco ECM
Zoho CRM
7.4

Platform

Alfresco ECM
Zoho CRM
7.8
Mobile access
Alfresco ECM
Zoho CRM
7.8

Pros

  • First of all, Alfresco is newly developed compared to old content management systems, so it has adopted some of the best practices and it has avoided the problems faced by earlier systems.
  • Alfresco is open source so it is very easy to find problems if any and to extend it. The cost of licensing Alfresco is very less compared to other systems.
  • Alfresco does very well in performance, design, API design and has lot of great features such as auto PDF conversion, auto compression, etc.
  • The customer support and community support is very good.
No photo available
  • The reports and filters are very user friendly and intuitive.
  • Very trustworthy - never had any issues about data integrity.
  • Easy to navigate - never had any issues finding what I needed.
Andrew McClean profile photo

Cons

  • Using YUI (Yahoo User Interface) for id's makes my job in Quality Assurance tough.
No photo available
  • Sometimes when using different Wi-Fi's, information did not save
  • Uses a lot of clicks - sometimes takes too many clicks and opening new windows
  • We were not able to have it synced up with our scheduling software, Greenway - making it more difficult to transfer information from the two programs we utilize
Andrew McClean profile photo

Likelihood to Renew

Alfresco ECM9.0
Based on 9 answers
Its a good product for meeting business needs.
Qing Gou profile photo
Zoho CRM7.6
Based on 19 answers
The rating is based on:
  • Satisfaction with the product
  • Ability to extend the product to meet new and unanticipated needs
  • Ability to manage the cost of the service as needed
Peter Marquez profile photo

Usability

No score
No answers yet
No answers on this topic
Zoho CRM7.8
Based on 3 answers
Zoho CRM is extremely intuitive and allows users complete visibility of sales data through reports/analytics. The platform has wide native integration with other cloud-based business solutions. But, it's fairly simple to write scripts with their publicly available API.
No photo available

Support

No score
No answers yet
No answers on this topic
Zoho CRM4.0
Based on 4 answers
Horrible experience. They should send regular apologies and refunds to all existing customers.
Ajay Gupta profile photo

Online Training

No score
No answers yet
No answers on this topic
Zoho CRM8.2
Based on 2 answers
Training was basic, and didn't really cover more advanced aspects of using the product.
No photo available

Implementation

Alfresco ECM9.0
Based on 1 answer
Process was relatively smooth and overall, downtime minimal. MSI was very responsive to our needs and made the transition easier than it otherwise might have been.
No photo available
Zoho CRM8.0
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
Ron Sherwood profile photo

Alternatives Considered

Alfresco provides by default a very user-friendly user interface, And it's highly configurable. Moreover, the license model is really interesting compared to both solutions
Ben Chevallereau profile photo
We jumped to Zoho CRM from previous trial periods with Hatchbuck and Insightly. Zoho CRM is better suited for larger, growing organizations as it has more capabilities and features than Hatchbuck and Insightly. We liked to think of those CRMS as "starters" for small businesses just entering the CRM world
Adam Montgomery profile photo

Return on Investment

  • Instant document lookup - No paper files to mail which saves in all areas of postage, truck delivery, physical storage warehouse space, printing, etc
  • No longer losing important documents - Previously with paper files things would go missing and those could be costly reports/assessments.
  • Ability to secure documents and provide access to only those who should be allowed to see that content
Jeff Neeve profile photo
  • Deals don't fall through the cracks like before, one deal we were able to follow up on and won, paid for a year of service +
Scott French profile photo

Pricing Details

Alfresco ECM

General
Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No
Alfresco ECM Editions & Modules
Alfresco ECM
Additional Pricing Details

Zoho CRM

General
Free Trial
Yes
Free/Freemium Version
Yes
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No
Zoho CRM Editions & Modules
Zoho CRM
Edition
Standard
`121
Professional
$201
Enterprise
$351
1. per user, per month
Additional Pricing Details