BlueMind vs. Zoho CRM

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
BlueMind
Score 10.0 out of 10
N/A
BlueMind is a digital office that helps advisors manage their business, from lead nurturing to policy execution. The solution uses AI to automate compliance, handle unstructured data, generate policy recommendations, highlight revenue opportunities and perform advisor analytics. The application is a CRM platform, database and risk management tool. Compliance is built into the system and it generated as the agent turns the lead into a client. The tool suite is designed to replace legacy…
$19.99
per user/per month
Zoho CRM
Score 8.5 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 User/Per Month
Pricing
BlueMindZoho CRM
Editions & Modules
Beginner
$19.99
per user/per month
Advanced
$49.99
per user/per month
Enterprise
Please Contact Us
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
BlueMindZoho CRM
Free Trial
YesYes
Free/Freemium Version
NoYes
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeOptional$14 /user/month
Additional DetailsThere is an additional 25%+ discount for annual licensing
More Pricing Information
Community Pulse
BlueMindZoho CRM
Considered Both Products
BlueMind
Chose BlueMind
BlueMind has a much lower barrier to entry. It's easy to deploy and support, and provides the functionalities that we need immediately.
Zoho CRM
Chose Zoho CRM
After thoroughly evaluating leading CRM solutions, including Salesforce, HubSpot, and Microsoft Dynamics, we selected Zoho CRM for its exceptional value, versatility, and customer-centric approach. Zoho CRM stands out us in term of comprehensive feature support, Integration and …
Chose Zoho CRM
We required a full-featured corporate working tool, and Hubspot wasn't the most excellent alternative. We were guaranteed that Zoho CRM may fill up the holes in our earlier framework. Furthermore, Zoho is fantastically cost-effective for indeed the most minor endeavors, giving …
Chose Zoho CRM
An affordable, comprehensive suite of tools suitable for small to enterprise-sized businesses.
Chose Zoho CRM
Free user access was one reason to use it more than any other software. Also, for a mid-size organization, the Salesforce cost was a little higher, and Pipedrive was almost similar to Zoho. As we were already using Zoho, we found no urgency to switch.
Chose Zoho CRM
Overall top quality and great features! Fantastic!
Chose Zoho CRM
I love campaigns, very user friendly. Synching with Zoho CRM is easy and it's a nice feature to not have to update 2 programs, when we update a contact record in Zoho CRM, it's nice to know that that contact info is also updated in campaigns. We never have to worry about emails …
Chose Zoho CRM
We used to use Hubspot before Zoho. I think Hubspot is a great tool and contains a lot of very nice features, but Zoho stacks up quite well against it as it offers most of the same features at a significantly reduced price. We could also migrate our data from Hubspot to Zoho …
Chose Zoho CRM
Salesforce CRM would have been my go-to if I had the budget for it. Zoho CRM goes 90% of the way for a much decent price.
Chose Zoho CRM
Sugar was great when we first got started. Zoho CRM allowed us to take things to the next level and get the support that we needed along with that transition. Zoho CRM's customization was mush easier to setup and use without having to rely on developers to create custom code …
Chose Zoho CRM
We have only looked into other CRMs but Zoho is our first one. I think we chose it because of price not necessarily because it was better than any of the other options. It was our first CRM system so we didn't have anything to base it off of.
Chose Zoho CRM
It is decent against what is offered in the market, it follows certain philosophy of CRM which may not be a perfect fit for everyone.
There are not so many guides and new updates push for differentiation.
Formatting and bugs appearances are often an issue.
Chose Zoho CRM
Overall Zoho CRM is great. It might not be the best CRM but if you compare the price difference, i think Zoho CRM does wonders. I ll not line it up in the same position with Salesforce and Hubspot but it is full full-capacity CRM. If they add AI capabilities and add more …
Chose Zoho CRM
Hubspot and NetSuite are much better solutions in my mind, I've used both and enjoyed both.
Chose Zoho CRM
While Zoho CRM was not as feature rich as Salesforce.com, it was definitely more affordable. We looked at upgrading our current CRM, Goldmine CRM, but it was too limited and the upgrade offered was not cloud based. We were already a Zoho customer, using Zoho Projects, and …
Chose Zoho CRM
HUbSpot Is not Effective . Even though it has all Option its not user Friendly to Create Report and filter the leads like that so i switch to Zoho
Chose Zoho CRM
For our organizations requirements, Zoho CRM fits for it and pricing to less than other products and it also has all suite plan where accounts team and marketing team use.
Chose Zoho CRM
All in one stack with Zoho One has helped us to make the decision to choose CRM
Chose Zoho CRM
I am using both at the same time, due to lack of performance on Zoho CRM marketing toolset (lack of different unsubscribe pages, forms, language support for users) we needed to find another alternative.
Chose Zoho CRM
We selected ZOHO over the above - specifically salesforce - initially because of the price. Secondly, we do not have the technical expertise and budget to do a lot of customization at this time. So, we needed a product that had a good user interface, and that was flexible and …
Chose Zoho CRM
Zoho is cheaper and simpler but not that efficient as compare to HubSpot CRM. I think HubSpot has 100 more features than Zoho.
Email deliverability is also better on HubSpot in my experience. I think but it does the job though. It all depends on what you want to do.
Chose Zoho CRM
Zoho has an all-in-one solution called Zoho One which combines most of the solutions a company of our size requires. Thanks to this, we were able to consolidate our solutions into a single ecosystem while saving money. Zoho also has sales and marketing automation features that …
Features
BlueMindZoho CRM
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
BlueMind
-
Ratings
Zoho CRM
8.4
Ratings
6% above category average
Customer data management / contact management00 Ratings8.50 Ratings
Workflow management00 Ratings8.20 Ratings
Territory management00 Ratings8.70 Ratings
Opportunity management00 Ratings8.70 Ratings
Integration with email client (e.g., Outlook or Gmail)00 Ratings8.70 Ratings
Contract management00 Ratings8.70 Ratings
Quote & order management00 Ratings8.10 Ratings
Interaction tracking00 Ratings8.10 Ratings
Channel / partner relationship management00 Ratings8.30 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
BlueMind
-
Ratings
Zoho CRM
8.3
Ratings
7% above category average
Case management00 Ratings8.40 Ratings
Call center management00 Ratings8.00 Ratings
Help desk management00 Ratings8.50 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
BlueMind
-
Ratings
Zoho CRM
8.5
Ratings
9% above category average
Lead management00 Ratings8.50 Ratings
Email marketing00 Ratings8.50 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
BlueMind
-
Ratings
Zoho CRM
8.4
Ratings
8% above category average
Task management00 Ratings8.50 Ratings
Billing and invoicing management00 Ratings8.30 Ratings
Reporting00 Ratings8.40 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
BlueMind
-
Ratings
Zoho CRM
8.4
Ratings
8% above category average
Forecasting00 Ratings8.40 Ratings
Pipeline visualization00 Ratings8.40 Ratings
Customizable reports00 Ratings8.60 Ratings
Customization
Comparison of Customization features of Product A and Product B
BlueMind
-
Ratings
Zoho CRM
8.2
Ratings
6% above category average
Custom fields00 Ratings8.30 Ratings
Custom objects00 Ratings8.10 Ratings
Scripting environment00 Ratings8.20 Ratings
API for custom integration00 Ratings8.30 Ratings
Security
Comparison of Security features of Product A and Product B
BlueMind
-
Ratings
Zoho CRM
8.4
Ratings
0% below category average
Single sign-on capability00 Ratings8.30 Ratings
Role-based user permissions00 Ratings8.40 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
BlueMind
-
Ratings
Zoho CRM
8.3
Ratings
10% above category average
Social data00 Ratings8.30 Ratings
Social engagement00 Ratings8.30 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
BlueMind
-
Ratings
Zoho CRM
8.6
Ratings
13% above category average
Marketing automation00 Ratings8.70 Ratings
Compensation management00 Ratings8.50 Ratings
Platform
Comparison of Platform features of Product A and Product B
BlueMind
-
Ratings
Zoho CRM
8.6
Ratings
11% above category average
Mobile access00 Ratings8.60 Ratings
Best Alternatives
BlueMindZoho CRM
Small Businesses

No answers on this topic

Salesmate
Salesmate
Score 10.0 out of 10
Medium-sized Companies

No answers on this topic

Creatio
Creatio
Score 9.3 out of 10
Enterprises

No answers on this topic

Creatio
Creatio
Score 9.3 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
BlueMindZoho CRM
Likelihood to Recommend
6.0
(0 ratings)
8.5
(0 ratings)
Likelihood to Renew
-
(0 ratings)
7.6
(0 ratings)
Usability
-
(0 ratings)
7.8
(0 ratings)
Availability
-
(0 ratings)
8.8
(0 ratings)
Performance
-
(0 ratings)
8.5
(0 ratings)
Support Rating
-
(0 ratings)
6.1
(0 ratings)
In-Person Training
-
(0 ratings)
8.0
(0 ratings)
Online Training
-
(0 ratings)
5.6
(0 ratings)
Implementation Rating
-
(0 ratings)
5.6
(0 ratings)
Configurability
-
(0 ratings)
5.1
(0 ratings)
Ease of integration
-
(0 ratings)
7.2
(0 ratings)
Product Scalability
-
(0 ratings)
5.7
(0 ratings)
Vendor post-sale
-
(0 ratings)
7.7
(0 ratings)
Vendor pre-sale
-
(0 ratings)
7.8
(0 ratings)
User Testimonials
BlueMindZoho CRM
Likelihood to Recommend
BlueMind is exactly what you would expect from a SaaS CRM solution. It's fast and responsive with a modern design and connects to many existing systems. This is great for a workforce that is remote or we share the data with many users/stakeholders. However, because our business has multiple uses for a CRM, BlueMind isn't as customizable as some of the larger offerings
Read full review
This is very useful and handy software for initial use and sometimes later on. Its low price and rich features make it one of the most suitable software for small and midsize organizations. Customer management and tracking make your daily tasks easier.
Read full review
Pros
  • Transparency - compliance
  • Dashboards
  • Client management
Read full review
  • 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
  • Automation can be a bit more robust, still requires a bit of fixing to make it work consistently
  • Target estimations are not very deep
  • Dashboards could be more customizable for different use cases.
Read full review
  • Need some way to switch a field type without losing the pre-existing data.
  • The settings controls should be broken out differently - I don't like that I can't keep some users from exporting all contact records (i.e., the entire Contacts module) because if the export function is turned off, the export function of Reports for those same modules is also blocked.
  • Frustrating that only 3 custom lookup fields are allowed per module in our license.
Read full review
Likelihood to Renew
No answers on this topic
We are generally very satisfied with the zoho crm. Some extras are just added to improve productivity but overall Zoho CRM is highly recommended over many competitors. You can start with a few clicks to configure your needs. As you become an expert, you will be able to activate and configure the modules and integrations that you require. I know we still have a lot to discover so we're sticking with Zoho CRM, we're not interested in new options at the moment
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Usability
No answers on this topic
Compared to our previous CRM, Zoho is a breeze. I can look up customers and reports with no issue. There are times when it may be difficult to find something, but I assume that is because I am not in Zoho every day like the sales team is. It does everything we need very simply, so I would definitely recommend it to others.
Read full review
Reliability and Availability
No answers on this topic
In my many years using Zoho, I think there were only 1 or 2 days when there was something happening and I was not able to log in. Sure, it wasn't fun and we all panicked a bit, but right after that, all was well and work-life continued. Being cloud based, I'm never worried about losing my iPhone, iPad or Laptop as I know I can log in anywhere on any device and workflow won't stop.
Read full review
Performance
No answers on this topic
I don't recall every having any issues with a page not loading due to it being a Zoho issue. Anytime I've had any issues with something being wonky, I clear cache and that has always solved the problem. Or a simply computer reboot and we're back, hard at work. Look, I don't expect any product to delivery 100%, 100% of the time but if I had any consistent ongoing issues, I would have left many years ago. I still keep my eyes open to what is new but after a quick evaluation, I know Zoho will long be my home.
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Support Rating
No answers on this topic
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
No answers on this topic
I attended a Zoho-Holics event in Austin, TX, several years ago, and it blew my mind. So many industries were represented using Zoho in so many different ways. It was unbelievable all that I learned from that experience, as there were features that I wasn't aware of that I immediately started using. Best of all, the trainers were patient and knowledgeable
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Online Training
No answers on this topic
There is an endless supply of YouTube videos from Zoho and the many Zoho partners/consultants. Plus, Zoho has it's own library of training videos and webinars to learn from plus an entire community at the ready to answer any questions. While Zoho has been available for many years, there are constantly new training videos and webinars available for the novice and the experienced users.
Read full review
Implementation Rating
No answers on this topic
This should have been a project run by IT and implemented by IT but instead was implemented by Sales team and managed by them. Since this was the case our implementation has had many issues. Starting at the company required me to dig in and correct a lot of stuff within the initial set up.
Read full review
Alternatives Considered
BlueMind has a much lower barrier to entry. It's easy to deploy and support, and provides the functionalities that we need immediately.
Read full review
We required a full-featured corporate working tool, and Hubspot wasn't the most excellent alternative. We were guaranteed that Zoho CRM may fill up the holes in our earlier framework. Furthermore, Zoho is fantastically cost-effective for indeed the most minor endeavors, giving everything they need. All things considered, Zoho CRM has upgraded our client intelligent and assisted our operations.
Read full review
Scalability
No answers on this topic
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.
Read full review
Return on Investment
  • Much more functional than a traditional database
  • Dashboards provides a great single-source information for reporting
  • Client management ensures stakeholders are connected
Read full review
  • It is very cost-effective. It has all the features we need at a significantly lower cost than the alternatives.
  • It is also very customizable; we created our own set of objects, etc., based on our workflows.
  • It is easy to integrate into your systems.
Read full review
ScreenShots

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.