What users are saying about
37 Ratings
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Top Rated
481 Ratings
37 Ratings
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Score 8.9 out of 100

Zoho CRM

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Top Rated
481 Ratings
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Score 8.1 out of 100

Likelihood to Recommend

Clari

Clari can be used as an excellent platform to include all critical data for sales purposes. All forecasting activities and management can be handled in one single place like Clari. Also, Clari apps give you an immediate area for your notes and to provide visibility to others to help and improve the sales process.
Anonymous | TrustRadius Reviewer

Zoho CRM

Zoho is a highly recommended tool that has all the features that are needed for better management of customer relatives. Automated employee notifications and tools for the management of clients and resources are magnificent. It works without slowing down a system and it is very cost-efficient software too and is highly affordable by almost everyone. And it is quite suitable for all the kinds of business types either small or large everyone can take advantage of it and its amazing features.
Justin Jerry | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Clari
Zoho CRM
7.6
Customer data management / contact management
Clari
Zoho CRM
8.1
Workflow management
Clari
Zoho CRM
7.8
Territory management
Clari
Zoho CRM
7.1
Opportunity management
Clari
Zoho CRM
7.8
Integration with email client (e.g., Outlook or Gmail)
Clari
Zoho CRM
7.5
Contract management
Clari
Zoho CRM
7.3
Quote & order management
Clari
Zoho CRM
7.3
Interaction tracking
Clari
Zoho CRM
8.0
Channel / partner relationship management
Clari
Zoho CRM
7.8

Customer Service & Support

Clari
Zoho CRM
7.0
Case management
Clari
Zoho CRM
7.3
Call center management
Clari
Zoho CRM
6.7
Help desk management
Clari
Zoho CRM
7.0

Marketing Automation

Clari
Zoho CRM
8.6
Lead management
Clari
Zoho CRM
8.6
Email marketing
Clari
Zoho CRM
8.6

CRM Project Management

Clari
Zoho CRM
7.7
Task management
Clari
Zoho CRM
7.7
Billing and invoicing management
Clari
Zoho CRM
7.5
Reporting
Clari
Zoho CRM
7.9

CRM Reporting & Analytics

Clari
Zoho CRM
7.6
Forecasting
Clari
Zoho CRM
7.2
Pipeline visualization
Clari
Zoho CRM
7.9
Customizable reports
Clari
Zoho CRM
7.7

Customization

Clari
Zoho CRM
7.7
Custom fields
Clari
Zoho CRM
8.3
Custom objects
Clari
Zoho CRM
7.4
Scripting environment
Clari
Zoho CRM
7.8
API for custom integration
Clari
Zoho CRM
7.1

Security

Clari
Zoho CRM
8.3
Single sign-on capability
Clari
Zoho CRM
8.3
Role-based user permissions
Clari
Zoho CRM
8.4

Social CRM

Clari
Zoho CRM
7.3
Social data
Clari
Zoho CRM
7.3
Social engagement
Clari
Zoho CRM
7.3

Integrations with 3rd-party Software

Clari
Zoho CRM
7.1
Marketing automation
Clari
Zoho CRM
7.5
Compensation management
Clari
Zoho CRM
6.7

Platform

Clari
Zoho CRM
6.8
Mobile access
Clari
Zoho CRM
6.8

Pros

Clari

  • Allows for more efficient funnel management - quick ability to update sales funnels in real time.
  • Provides transparency for leadership to see what is happening with the deals in real time.
  • Able to see the whole story within the sales cycle for upper management down to rep level, as well as those not within sales, to get an understanding of the state of the business.
Anonymous | TrustRadius Reviewer

Zoho CRM

  • 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.
Jon Porreca | TrustRadius Reviewer

Cons

Clari

  • Limited functionality. Really the only use case for me is forecasting and deal reviews.
  • Allow all managers to edit reps stages and numbers with a notification.
  • Does not require manual commit numbers to be confirmed. Should auto-commit the previous week's number if no change is needed.
Aaron J. McReynolds | TrustRadius Reviewer

Zoho CRM

  • 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
Anonymous | TrustRadius Reviewer

Likelihood to Renew

Clari

No score
No answers yet
No answers on this topic

Zoho CRM

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.
James Lochran | TrustRadius Reviewer

Usability

Clari

No score
No answers yet
No answers on this topic

Zoho CRM

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.
Anonymous | TrustRadius Reviewer

Support Rating

Clari

Clari 8.0
Based on 2 answers
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
Luke Ferrel | TrustRadius Reviewer

Zoho CRM

Zoho CRM 7.8
Based on 17 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.
María Fernanda Cruz | TrustRadius Reviewer

Online Training

Clari

No score
No answers yet
No answers on this topic

Zoho CRM

Zoho CRM 8.2
Based on 2 answers
Training was basic, and didn't really cover more advanced aspects of using the product.
Anonymous | TrustRadius Reviewer

Implementation Rating

Clari

No score
No answers yet
No answers on this topic

Zoho CRM

Zoho CRM 8.0
Based on 8 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 | TrustRadius Reviewer

Alternatives Considered

Clari

Not familiar with other products in the quote to close space. I have not used others, as Clari has been our first and we have been very pleased with it, so I have had no need to evaluate other competitors to it.
Anonymous | TrustRadius Reviewer

Zoho CRM

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.
Andrew McClean | TrustRadius Reviewer

Return on Investment

Clari

  • Clari has helped some of our managers become more accurate in their predictions as well as help them assess quickly how business is flowing. This helps us focus on the deals that are critical and take action. They feel more productive and in control of their pipeline.
Candi Bashiri | TrustRadius Reviewer

Zoho CRM

  • 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.
Adam Montgomery | TrustRadius Reviewer

Screenshots

Pricing Details

Clari

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Clari Editions & Modules

Additional Pricing Details

Zoho CRM

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
  1. per user, per month
Additional Pricing Details

Rating Summary

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