CleverTap vs. Zoho CRM

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
CleverTap
Score 7.6 out of 10
Mid-Size Companies (51-1,000 employees)
CleverTap is a mobile marketing solution that helps marketers create differentiated customer engagement strategies that are designed to drive growth. The vendor’s value proposition is that thousands of brands continue to build valuable relationships with their customers using CleverTap’s Intelligent Mobile Marketing Platform, which provides actionable, real-time insights for building amazing customer experiences. According to the vendor, key features and…N/A
Zoho CRM
Score 8.4 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
CleverTapZoho 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
CleverTapZoho CRM
Free Trial
YesYes
Free/Freemium Version
YesYes
Premium Consulting/Integration Services
YesYes
Entry-level Setup FeeOptional$14 /user/month
Additional Details
More Pricing Information
Features
CleverTapZoho CRM
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
CleverTap
-
Ratings
Zoho CRM
8.0
288 Ratings
4% above category average
Customer data management / contact management00 Ratings8.4279 Ratings
Workflow management00 Ratings8.1266 Ratings
Territory management00 Ratings8.0196 Ratings
Opportunity management00 Ratings8.4253 Ratings
Integration with email client (e.g., Outlook or Gmail)00 Ratings8.0248 Ratings
Contract management00 Ratings8.1203 Ratings
Quote & order management00 Ratings7.9203 Ratings
Interaction tracking00 Ratings7.9249 Ratings
Channel / partner relationship management00 Ratings7.7192 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
CleverTap
-
Ratings
Zoho CRM
7.7
221 Ratings
2% above category average
Case management00 Ratings7.9213 Ratings
Call center management00 Ratings7.3172 Ratings
Help desk management00 Ratings8.0189 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
CleverTap
-
Ratings
Zoho CRM
8.1
266 Ratings
6% above category average
Lead management00 Ratings8.2261 Ratings
Email marketing00 Ratings8.1219 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
CleverTap
-
Ratings
Zoho CRM
8.1
263 Ratings
6% above category average
Task management00 Ratings8.3248 Ratings
Billing and invoicing management00 Ratings8.0180 Ratings
Reporting00 Ratings8.1242 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
CleverTap
-
Ratings
Zoho CRM
8.1
258 Ratings
7% above category average
Forecasting00 Ratings8.0216 Ratings
Pipeline visualization00 Ratings8.0235 Ratings
Customizable reports00 Ratings8.3249 Ratings
Customization
Comparison of Customization features of Product A and Product B
CleverTap
-
Ratings
Zoho CRM
8.0
277 Ratings
5% above category average
Custom fields00 Ratings8.4275 Ratings
Custom objects00 Ratings7.9222 Ratings
Scripting environment00 Ratings7.5178 Ratings
API for custom integration00 Ratings8.0203 Ratings
Security
Comparison of Security features of Product A and Product B
CleverTap
-
Ratings
Zoho CRM
8.3
266 Ratings
0% below category average
Single sign-on capability00 Ratings8.3231 Ratings
Role-based user permissions00 Ratings8.2261 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
CleverTap
-
Ratings
Zoho CRM
8.0
165 Ratings
10% above category average
Social data00 Ratings8.1164 Ratings
Social engagement00 Ratings8.0156 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
CleverTap
-
Ratings
Zoho CRM
8.2
210 Ratings
12% above category average
Marketing automation00 Ratings8.4207 Ratings
Compensation management00 Ratings8.0138 Ratings
Platform
Comparison of Platform features of Product A and Product B
CleverTap
-
Ratings
Zoho CRM
8.1
230 Ratings
9% above category average
Mobile access00 Ratings8.1230 Ratings
Best Alternatives
CleverTapZoho CRM
Small Businesses
OneSignal
OneSignal
Score 8.2 out of 10
Salesmate
Salesmate
Score 9.8 out of 10
Medium-sized Companies
Flurry Analytics
Flurry Analytics
Score 9.0 out of 10
Creatio
Creatio
Score 9.5 out of 10
Enterprises
Flurry Analytics
Flurry Analytics
Score 9.0 out of 10
Creatio
Creatio
Score 9.5 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
CleverTapZoho CRM
Likelihood to Recommend
7.7
(9 ratings)
8.3
(312 ratings)
Likelihood to Renew
-
(0 ratings)
7.5
(42 ratings)
Usability
-
(0 ratings)
8.0
(172 ratings)
Availability
-
(0 ratings)
8.9
(7 ratings)
Performance
-
(0 ratings)
8.3
(8 ratings)
Support Rating
10.0
(1 ratings)
6.4
(69 ratings)
In-Person Training
-
(0 ratings)
8.0
(1 ratings)
Online Training
-
(0 ratings)
5.8
(8 ratings)
Implementation Rating
-
(0 ratings)
5.4
(16 ratings)
Configurability
-
(0 ratings)
5.3
(114 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)
6.3
(6 ratings)
Professional Services
-
(0 ratings)
8.3
(7 ratings)
Vendor post-sale
-
(0 ratings)
8.1
(13 ratings)
Vendor pre-sale
-
(0 ratings)
8.2
(13 ratings)
User Testimonials
CleverTapZoho CRM
Likelihood to Recommend
CleverTap
It is quite suited for all the SMS, emails, and other in-game campaigns, but wherein the delivery rate I personally feel it is less, and it has [a] limitation on 5 pins for the day for 1 user, it should be unlimited.
Read full review
Zoho
Interfacing with our target clients at the correct minute is crucial in today's society. Another valuable include is its capacity to coordinated with other programs. It helps me in keeping track of the every day work emails I send to my colleagues or get. Zoho CRM makes it straightforward to consequence or send out information agreeing to our needs. Zoho makes a difference keep in mind individuals by means of e-mail and pop-ups, which dispenses with the issue of overlooking follow-ups and reminders. This not as it were helps within the organization of this incredible instrument but moreover within the execution of data.
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Pros
CleverTap
  • User communication: it provides a single dashboard to help us reach out to our users via email, push, web push, SMS, in-app and now even WhatsApp. Not just that, we can set up various types of targeting, such as one-time, recurring, date/time based, etc.
  • Analytics: it offers various views and cuts to analyze the user data, be it in the form of trends, funnels, recency-frequency, user cohorts and segments, etc.
  • Tracking: it helps us track the impact of various paid and organic marketing channels, through which we can adjust spends and focus on the channels that make an impact.
Read full review
Zoho
  • Hooks into our website and can import data from forms.
  • Has great automation tools built in.
  • Reporting features are great.
  • Easy to learn, makes it easy for us to onboard new users onto it.
  • Fairly customizable. We have fine tuned it to work the way we need it to.
Read full review
Cons
CleverTap
  • Customer service isn't that great [from my experience], most of the time the team is puzzled or will leave the client puzzled.
  • Price is very high with respect to the features available. MAU based pricing with a flawed sense of MAU calculation.
  • The way they calculate MAU is morally wrong. If a customer opens my email that I am sending via AWS, and they don't even come on my app, how can you consider them as active user?
Read full review
Zoho
  • 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
CleverTap
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.
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Usability
CleverTap
No answers on this topic
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
CleverTap
No answers on this topic
Zoho
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
CleverTap
No answers on this topic
Zoho
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
CleverTap
For their expertise and timely resolution to our issues.
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
CleverTap
No answers on this topic
Zoho
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
Read full review
Online Training
CleverTap
No answers on this topic
Zoho
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.
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Implementation Rating
CleverTap
No answers on this topic
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
CleverTap
Edit: Clevertap added attribution tools to its features, making it possible to track your user acquisition sources. CleverTap is as complete as Localytics. It provides us good segmentation, analysis and engagement tools for a good competitive price. T̶h̶e̶ ̶o̶n̶l̶y̶ ̶d̶o̶w̶n̶s̶i̶d̶e̶ ̶i̶s̶ ̶t̶h̶a̶t̶ ̶C̶l̶e̶v̶e̶r̶t̶a̶p̶ ̶d̶o̶e̶s̶ ̶n̶o̶t̶ ̶h̶a̶v̶e̶ ̶a̶t̶t̶r̶i̶b̶u̶t̶i̶o̶n̶ ̶t̶o̶o̶l̶s̶,̶ ̶w̶h̶i̶l̶e̶ ̶L̶o̶c̶a̶l̶y̶t̶i̶c̶s̶ ̶d̶o̶e̶s̶. One other major advantage of Clevertap is its customer service. They are always standing by to promptly respond to any question you might have regarding its usability or its development. This kind of careful attention is really appreciated.
Read full review
Zoho
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.
Read full review
Contract Terms and Pricing Model
CleverTap
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
CleverTap
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.
Read full review
Professional Services
CleverTap
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
CleverTap
  • Our additional revenues from additional in-site promotions during a festive sales jumped 40% after using Clevertap pop-ups that targeted people at the product & category level.
Read full review
Zoho
  • because we are new to the CRM world, we wanted a product that was reasonably priced, yet had the features we were looking for
  • we have found a much higher customer engagement rate and ROI
  • we used to "lose" customers in our makeshift process. Now, all customers are being attended to.
Read full review
ScreenShots

CleverTap Screenshots

Screenshot of CleverTap Mobile App DashboardScreenshot of CleverTap HomepageScreenshot of CleverTap Cohort AnalysisScreenshot of CleverTap Create New Push NotificationsScreenshot of CleverTap Create SegmentsScreenshot of CleverTap Segmentation Reports

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.