Clari vs. Zoho CRM

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Clari
Score 8.1 out of 10
N/A
Clari is a predictive sales analytics and sales forecasting solution from the company of the same name headquartered in Sunnyvale.N/A
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
ClariZoho CRM
Editions & Modules
No answers on this topic
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
ClariZoho CRM
Free Trial
NoYes
Free/Freemium Version
NoYes
Premium Consulting/Integration Services
NoYes
Entry-level Setup FeeNo setup fee$14 /user/month
Additional Details
More Pricing Information
Features
ClariZoho CRM
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Clari
-
Ratings
Zoho CRM
7.8
276 Ratings
2% above category average
Customer data management / contact management00 Ratings8.4268 Ratings
Workflow management00 Ratings8.0255 Ratings
Territory management00 Ratings7.5188 Ratings
Opportunity management00 Ratings8.3242 Ratings
Integration with email client (e.g., Outlook or Gmail)00 Ratings7.5241 Ratings
Contract management00 Ratings7.7193 Ratings
Quote & order management00 Ratings7.8192 Ratings
Interaction tracking00 Ratings8.0239 Ratings
Channel / partner relationship management00 Ratings7.4184 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Clari
-
Ratings
Zoho CRM
7.3
212 Ratings
3% below category average
Case management00 Ratings7.5205 Ratings
Call center management00 Ratings7.0165 Ratings
Help desk management00 Ratings7.4182 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Clari
-
Ratings
Zoho CRM
8.0
255 Ratings
6% above category average
Lead management00 Ratings8.2250 Ratings
Email marketing00 Ratings7.8212 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Clari
-
Ratings
Zoho CRM
8.0
253 Ratings
5% above category average
Task management00 Ratings8.2238 Ratings
Billing and invoicing management00 Ratings7.8173 Ratings
Reporting00 Ratings8.0232 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Clari
-
Ratings
Zoho CRM
7.9
248 Ratings
4% above category average
Forecasting00 Ratings7.8208 Ratings
Pipeline visualization00 Ratings7.9226 Ratings
Customizable reports00 Ratings8.2239 Ratings
Customization
Comparison of Customization features of Product A and Product B
Clari
-
Ratings
Zoho CRM
7.8
267 Ratings
3% above category average
Custom fields00 Ratings8.5265 Ratings
Custom objects00 Ratings7.9212 Ratings
Scripting environment00 Ratings7.3172 Ratings
API for custom integration00 Ratings7.7195 Ratings
Security
Comparison of Security features of Product A and Product B
Clari
-
Ratings
Zoho CRM
8.4
255 Ratings
1% above category average
Single sign-on capability00 Ratings8.4222 Ratings
Role-based user permissions00 Ratings8.4250 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Clari
-
Ratings
Zoho CRM
8.1
160 Ratings
11% above category average
Social data00 Ratings8.0159 Ratings
Social engagement00 Ratings8.1151 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Clari
-
Ratings
Zoho CRM
7.8
202 Ratings
9% above category average
Marketing automation00 Ratings8.0199 Ratings
Compensation management00 Ratings7.6132 Ratings
Platform
Comparison of Platform features of Product A and Product B
Clari
-
Ratings
Zoho CRM
7.9
221 Ratings
5% above category average
Mobile access00 Ratings7.9221 Ratings
Best Alternatives
ClariZoho CRM
Small Businesses
Mediafly
Mediafly
Score 7.4 out of 10
Salesmate
Salesmate
Score 9.8 out of 10
Medium-sized Companies
Prophix
Prophix
Score 8.7 out of 10
Salesmate
Salesmate
Score 9.8 out of 10
Enterprises
Prophix
Prophix
Score 8.7 out of 10
Creatio
Creatio
Score 9.2 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
ClariZoho CRM
Likelihood to Recommend
7.9
(27 ratings)
8.3
(300 ratings)
Likelihood to Renew
-
(0 ratings)
7.1
(38 ratings)
Usability
9.3
(4 ratings)
8.6
(170 ratings)
Availability
-
(0 ratings)
9.2
(5 ratings)
Performance
-
(0 ratings)
8.1
(6 ratings)
Support Rating
9.0
(4 ratings)
6.2
(67 ratings)
In-Person Training
-
(0 ratings)
8.0
(1 ratings)
Online Training
-
(0 ratings)
6.4
(7 ratings)
Implementation Rating
8.0
(1 ratings)
5.8
(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)
8.6
(12 ratings)
Vendor pre-sale
-
(0 ratings)
8.7
(12 ratings)
User Testimonials
ClariZoho CRM
Likelihood to Recommend
Clari
Clari works well for sales and executive leadership teams that perform at a high level and collaborate well together. Everyone utilizing Clari needs to understand that it will provide the company with the information it needs to make strategic business decisions. It can not be seen as a more sophisticated way to manage SFDC information. If the company is truly dedicated to improving its forecasting capabilities, then Clari could be worth the investment. If it is just being used to capture sales leaders' forecasts, you don't need Clari. Overall, Clari is a great capability, but you need a good business case to justify the expense.
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
Clari
  • Sales pipeline management: Clari provides real-time visibility into the sales pipeline, enabling sales teams to track the progress of deals and make informed decisions.
  • Revenue forecasting: The platform integrates with existing sales and marketing tools, giving organizations a comprehensive view of their sales pipeline and enabling accurate revenue forecasting.
  • Advanced analytics: Clari uses machine learning and advanced analytics to provide actionable insights into sales performance and help organizations make informed decisions about their sales strategy.
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
Clari
  • Forecast screen could be easier to interact with. I believe UI's that make users scroll horizontally lead to confuse and missed content since we rarely scroll horizontally on the internet. It's not as natural
  • Enablement; I am confident my team is underutilizing Clari and that there are many more features that we should take advantage of. For example, the Dashboard screen looks good but in our company, our practice is to use the forecast and opportunity tabs instead. Reps and managers could benefit from a 30 min or 1-hour training session quarterly
  • I like the opportunity score tracker but it would be great to know more of what comprises the score instead of feeling that it is just an AI. Perhaps giving the user more opportunity to validate or put their own spin to the score
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
Read full review
Likelihood to Renew
Clari
No answers on this topic
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
Clari
Clari is very good when it comes to usability as I'm accessing it on daily basis as long as I'm on my Notebook, it helps a lot having visibility on my business status and progress on achievement. I can estimate my weekly, monthly, and yearly opportunities closure and revenue. I have some saved views which are so useful to get what I want to see.
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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
Clari
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
Clari
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
Read full review
Support Rating
Clari
Clari is very willing to jump in and build out use cases. They will work to do anything for you. That said, their follow up is not great. We have had to reach out for follow up several times on a project, which is still not complete. I wish they taught us how to complete what we want, rather than doing it in house for us
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.
Read full review
In-Person Training
Clari
No answers on this topic
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
Clari
No answers on this topic
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
Clari
The Clari professional services team was great and kept us on our timeline. No complaints. Nothing amazing to report.
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
Clari
Clari was selected due to the flawless integration with Salesforce, updates are made in real time. Being able to monitor everything at a scalable level has also been critical for our team. For example, we have different views established that show the rep level, manager level, director, customer segment. This eliminates unnecessary forecast/pipeline meetings
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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
Clari
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
Clari
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
Clari
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
Clari
  • We have significantly decreased the number of overdue deals in our funnel.
  • We stay on top of deals within the pipeline much better now, since there is more transparency and accountability. This has sped up our sales cycle and our funnel is much more clean.
Read full review
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

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.