Appian vs. Zoho CRM

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Appian
Score 8.8 out of 10
N/A
Appian is a low-code development and business process management platform. It features drag-and-drop design for app building, automated work processes, unified data management, and cloud-based deployment.
$0
Zoho CRM
Score 8.3 out of 10
N/A
Zoho CRM is a simple, very low-cost CRM option for the smaller end of the SMB segment. The product has several useful integrations with other products, including QuickBooks, and Google Apps and Google Docs. The product also has an integrated project management module.
$14
per month
Pricing
AppianZoho CRM
Editions & Modules
Appian Community Edition
$0
Application - Input-Only
$2
per month per user
Application - Infrequent
$9
per month per user
Application - Standard
$75
per month per user
Platform
Custom Quote Priced per user with unlimited apps.
minimum 100 users, no maximum
Unlimited
Custom Quote Priced per development with unlimited apps.
unlimited
Platform
Custom Quote Priced per user with unlimited apps.
Minimum 100, no maximum
Unlimited
Custom Quote Priced per development with unlimited apps.
Unlimited
Standard
$14.00
Per User/Per Month
Professional
$23.00
Per User/Per Month
Enterprise
$40.00
Per User/Per Month
Ultimate
$52.00
Per User/Per Month
Plus
$57.00
Per User/Per Month
Offerings
Pricing Offerings
AppianZoho CRM
Free Trial
YesYes
Free/Freemium Version
YesYes
Premium Consulting/Integration Services
YesYes
Entry-level Setup FeeNo setup fee$14 /user/month
Additional Details
More Pricing Information
Features
AppianZoho CRM
Low-Code Development
Comparison of Low-Code Development features of Product A and Product B
Appian
9.1
75 Ratings
6% above category average
Zoho CRM
-
Ratings
Visual Modeling8.873 Ratings00 Ratings
Drag-and-drop Interfaces8.972 Ratings00 Ratings
Platform Security9.171 Ratings00 Ratings
Platform User Management8.872 Ratings00 Ratings
Reusability9.475 Ratings00 Ratings
Platform Scalability9.473 Ratings00 Ratings
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Appian
-
Ratings
Zoho CRM
7.7
274 Ratings
0% above category average
Customer data management / contact management00 Ratings8.3266 Ratings
Workflow management00 Ratings7.9253 Ratings
Territory management00 Ratings7.3186 Ratings
Opportunity management00 Ratings8.2240 Ratings
Integration with email client (e.g., Outlook or Gmail)00 Ratings7.4239 Ratings
Contract management00 Ratings7.5191 Ratings
Quote & order management00 Ratings7.6190 Ratings
Interaction tracking00 Ratings7.9237 Ratings
Channel / partner relationship management00 Ratings7.2182 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Appian
-
Ratings
Zoho CRM
7.1
210 Ratings
6% below category average
Case management00 Ratings7.2203 Ratings
Call center management00 Ratings6.9163 Ratings
Help desk management00 Ratings7.3181 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Appian
-
Ratings
Zoho CRM
8.1
253 Ratings
7% above category average
Lead management00 Ratings8.2248 Ratings
Email marketing00 Ratings8.0210 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Appian
-
Ratings
Zoho CRM
7.8
251 Ratings
3% above category average
Task management00 Ratings8.1236 Ratings
Billing and invoicing management00 Ratings7.7171 Ratings
Reporting00 Ratings7.8230 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Appian
-
Ratings
Zoho CRM
7.9
246 Ratings
4% above category average
Forecasting00 Ratings7.6206 Ratings
Pipeline visualization00 Ratings7.9224 Ratings
Customizable reports00 Ratings8.1237 Ratings
Customization
Comparison of Customization features of Product A and Product B
Appian
-
Ratings
Zoho CRM
7.9
265 Ratings
4% above category average
Custom fields00 Ratings8.4263 Ratings
Custom objects00 Ratings7.9210 Ratings
Scripting environment00 Ratings7.3170 Ratings
API for custom integration00 Ratings7.8193 Ratings
Security
Comparison of Security features of Product A and Product B
Appian
-
Ratings
Zoho CRM
8.4
253 Ratings
1% above category average
Single sign-on capability00 Ratings8.4220 Ratings
Role-based user permissions00 Ratings8.4248 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Appian
-
Ratings
Zoho CRM
8.1
158 Ratings
11% above category average
Social data00 Ratings8.1157 Ratings
Social engagement00 Ratings8.1149 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Appian
-
Ratings
Zoho CRM
7.7
200 Ratings
7% above category average
Marketing automation00 Ratings7.8197 Ratings
Compensation management00 Ratings7.5130 Ratings
Platform
Comparison of Platform features of Product A and Product B
Appian
-
Ratings
Zoho CRM
7.7
219 Ratings
3% above category average
Mobile access00 Ratings7.7219 Ratings
Best Alternatives
AppianZoho CRM
Small Businesses
Creatio
Creatio
Score 9.2 out of 10
Salesmate
Salesmate
Score 9.8 out of 10
Medium-sized Companies
Quixy
Quixy
Score 9.9 out of 10
Creatio
Creatio
Score 9.2 out of 10
Enterprises
Creatio
Creatio
Score 9.2 out of 10
Creatio
Creatio
Score 9.2 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
AppianZoho CRM
Likelihood to Recommend
9.1
(139 ratings)
8.2
(298 ratings)
Likelihood to Renew
8.5
(19 ratings)
7.0
(38 ratings)
Usability
8.7
(95 ratings)
8.5
(170 ratings)
Availability
-
(0 ratings)
9.2
(5 ratings)
Performance
-
(0 ratings)
8.1
(6 ratings)
Support Rating
8.4
(118 ratings)
6.2
(67 ratings)
In-Person Training
9.0
(1 ratings)
8.0
(1 ratings)
Online Training
6.0
(2 ratings)
6.5
(7 ratings)
Implementation Rating
1.0
(5 ratings)
5.9
(14 ratings)
Configurability
-
(0 ratings)
8.1
(112 ratings)
Contract Terms and Pricing Model
-
(0 ratings)
9.5
(21 ratings)
Ease of integration
-
(0 ratings)
7.1
(5 ratings)
Product Scalability
-
(0 ratings)
7.7
(4 ratings)
Professional Services
-
(0 ratings)
8.3
(7 ratings)
Vendor post-sale
-
(0 ratings)
8.8
(11 ratings)
Vendor pre-sale
-
(0 ratings)
9.0
(11 ratings)
User Testimonials
AppianZoho CRM
Likelihood to Recommend
Appian
Appian works great for automating manual processes and integrating multiple systems through its toolset. It gives great flexibility for establishing rules for approvals, routings, escalations, and the like. Because of the low code toolset, it's very easy to deploy and make changes as needed as processes evolve and as the organization learns to utilize the system better. Minimal maintenance is required to support the applications build on the platform. Some of the automated testing integration with tools like Jenkins is limited so that may be an issue for some.
Read full review
Zoho
For customizing a CRM without needing specialist support, Zoho CRM is great. The admin UI is pretty intuitive and easy to use. Zoho CRM also works great for tracking contact records and relationships to other records. For instance, we run 10+ different programs, and we need to track every contact's relationship to any and all of our programs. Besides the program relationship, we also track organization/employer relationships, host site relationships for interns, team relationships for several of our programs, and we are starting to track grant disbursement as well. Zoho CRM's "joiner modules" handle all of these different connection points fairly well, though the data import process can be a pain.
Read full review
Pros
Appian
  • Allows at a glance workflow documentation which assists in the need we have for information readiation.
  • Drag and drop interface for workflow development greatly speeds our apps time to market.
  • Using the advanced features of Appian, we are able to create working sites in a fraction of the time it would take to do so using "traditional" development.
Read full review
Zoho
  • Zoho CRM has so much space to capture lots of information.
  • Zoho CRM can be customized for your organization's needs.
  • Zoho CRM is great for running reports to help make business decisions.
  • We love all the different dashboards we can create.
Read full review
Cons
Appian
  • Search issues when type ahead and database search are used in the same field.
  • Buttons implementation where user is require[d] to click on the button description - if clicks on the button outside that text - button will not work.
  • Problems with using certain off-the-shelf performance tools like WebLoad or Neoload. That is because of different dynamic variables being used internally in Appian - which these tools are unable to correlate. We are still investigating using other tools like Jmeter to overcome dynamic correlation problem for performance testing.
Read full review
Zoho
  • our team found it very challenging to integrate directly to our wordpress site
  • while there may be a way to integrate to the SMS system, we have not discovered how a sales rep would be able to get an sms when customers leave their contact info (not through the app)
  • we have one team member who still works with outlook calendar. it was easy to integrate with google calendar, but a second calendar, depending upon the user
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Likelihood to Renew
Appian
We recently renewed our license with Appian. We are convinced that its flexibility, relative ease of use, the support they provide, there mobile advancements and their general willingness and desire to see us succeed all contributed to our reason to renew our agreement with Appian
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Zoho
i have already renewed my subscription twice. I am in the 3rd Year now. I have been using it for a while and have been recommending to my friends as well.. have attended ZOHOLICs the annual program of zoho and it gave me new insights of managing the crm solutoin.
Read full review
Usability
Appian
Appian is a low code environment, because of this, a very good visual interface is required. Appian is providing a feature-rich dashboard [that] we can use for building the dashboards and other interfaces. Appian also provides patches and releases to enhance these features. A developer can start off development just by going through a basic course from the Appian learning community.
Read full review
Zoho
The methodology of the 'out of the box' user interface is fairly easy to learn. In some cases however, the interface is not consistent throughout the software. Upgrades to the interface has certainly improved some of this--- but now we are seeing the same kinds of inconsistencies across Zoho apps, particularly those more recently added to their platform. This issue is not major in that everybody on staff seems able to learn how to work the programs--- it's just annoying and less than efficient when inconsistent user interfaces or inconsistent terms are used in the programs and/or the requisite documentation.
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Reliability and Availability
Appian
No answers on this topic
Zoho
I've not yet experienced any unscheduled downtime with Zoho CRM. Furthermore, planned maintenance is really well communicated in ZOHO CRM, and a 'banner ad' is prominently positioned on the ZOHO CRM system notifying of times/dates when maintenance is scheduled and the system may be down for a period.
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Performance
Appian
No answers on this topic
Zoho
Using zoho by itself has never been a problem. However one has to check for its compatibility/sync with other software. For example, it does not have a clear and full sync with getresponse since a long long time
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Support Rating
Appian
Appian is one of the leading low code business automation platforms that support RPA, decision rules, case management, workflow automation, and machine learning all in a single bundle. But it is also harder to implement and replace the traditional business process.
Read full review
Zoho
We did the training and that was a huge waste of money. The information provided was basic and the instructor was sloppy (he even forgot to turn off his mic when he used the restroom - no one should ever hear what we heard). I offered up a 9 because we were able to find what we needed on your website.
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In-Person Training
Appian
As analyst I participated in a developer boot camp. At times it was hard to keep up but most of the time it made sense. Trainer took the time to explain and slowed pace down to answer questions etc.
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Zoho
It was harder to learn when there were mostly real estate users in the room. We are sales solely.
Read full review
Online Training
Appian
Very boring; hard to get through quickly, but rather effective in demonstrating the use of the platform.
Read full review
Zoho
The online training consisted of watching youtube videos and pre-recorded webinars. They helped us learn what we needed, but there's still a need to learn more and where to access that information.
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Implementation Rating
Appian
It was really seamless. SaaS in the true definition of the word. We logged on and started using the product. Very easy.
Read full review
Zoho
When you switch CRMs, you can automatically assume everything isn’t going to match up correctly. We had used Salesforce for 10+ years and had a ton of data and customizations. It was not a clean transfer, but we were able to sort it all out. The only issue that really bothered me was Zoho support. Even simple questions couldn’t be answered over chat, and we would have some team members try for hours to find the right answer
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Alternatives Considered
Appian
Appian has enormously transformed and keeps on updating the product every quarter to meet the latest needs of the world with new innovations & technologies being integrated within the platform. What gives more pleasure than a product that keeps on continuous[ly] improv[ing]?
Read full review
Zoho
Zoho is the only product we have used. Our company is fairly new and before purchasing Zoho a few years ago, client files were only saved and looked at through our company server. Because of how great Zoho has been, we have never considered looking for another product because there really is no need
Read full review
Contract Terms and Pricing Model
Appian
No answers on this topic
Zoho
I think Zoho CRM is priced at a reasonable amount. Simply put, you get what you pay for and Zoho does not disappoint. My organization is comfortable with what we pay and pleased with continually renewing the software. The billing frequency is just right. There are no complaints on our end
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Scalability
Appian
No answers on this topic
Zoho
We're still in the early stages of scaling this across departments. We have high aspirations of doing this, but it takes time to migrate to the new system and to help people get acquainted of doing their work in a different way thru Zoho.
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Professional Services
Appian
No answers on this topic
Zoho
In addition to being a user of Zoho CRM, we are a reseller as well. Often, at times our Partners request for on-boarding the platform configuration for them. During such requirements, we have utilized the Professional services team directly from the Zoho CRM team. Our partner feedback was quite positive, throughout.
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Return on Investment
Appian
  • I believe it has negatively impacted our release dates. There may have been a misunderstanding as to the learning curve, even though it is "low code."
  • The look and feel of the applications created using Appian have uniformity and it's easier to have "reuse" between applications.
  • There is less developer control when it comes to features. I think this mainly has to do with the amount of plugins available. I would think there should be many more available plugins. But again, our use case is probably different than most others.
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Zoho
  • ROI is good, providing your entire team is involved with the program and uses it
  • During busy season, Zoho keeps the flow going with reminders for quote follow-ups
  • Our company saw an estimated 20% gain in closing sales that went through Zoho as compared to quotes not answered through Zoho
Read full review
ScreenShots

Appian Screenshots

Screenshot of Low-Code DevelopmentScreenshot of Business Process Management SuiteScreenshot of Dynamic Case ManagementScreenshot of Mobile App DevelopmentScreenshot of Appian RPA with Blue Prism

Zoho CRM Screenshots

Screenshot of Deals - Cash in on all opportunities. Close more deals. Great sales management is all about prioritizing, tracking, and monitoring the deals in your pipeline. Zoho CRM gives you everything you need to manage deals across territories and sales structures.Screenshot of Activities - Keep track of all the tasks, meetings, calls, events, or activity records. Neatly organize the numerous records along with the activities associated to them such as follow-up, pre sales and post sales activities, phone conversations etc.