Close CRM vs. Zoho CRM

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Close CRM
Score 9.1 out of 10
N/A
Close.io is a customer relationship management (CRM) software with call management and sales workflow automation capabilities.
$19
per month includes 1 user
Zoho CRM
Score 8.6 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
Close CRMZoho CRM
Editions & Modules
Solo
$9
per month (paid annually) per user
Essentials
$35
per month (paid annually) per user
Growth
$99
per month (paid annually) per user
Scale
$139
per month (paid annually) per user
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
Close CRMZoho CRM
Free Trial
YesYes
Free/Freemium Version
NoYes
Premium Consulting/Integration Services
YesYes
Entry-level Setup FeeOptional$14 /user/month
Additional DetailsThe pricing listed here reflects up to a 35% discount for paying annually. Monthly billing is available at of $19 per user for the Solo plan (only 1 user allowed), $49 per user for the Essentials plan, $109 per user for the Growth plan, and $149 per user for the Scale plan.
More Pricing Information
Community Pulse
Close CRMZoho CRM
Considered Both Products
Close CRM
Chose Close CRM
Salesforce was actually a good platform but it was a bit expensive for an organization that is in a growing stage. Close is relatively cheaper and has almost the same functionality as Salesforce. We've also tried a few other platforms, but nothing has been very beneficial or as …
Zoho CRM

No answer on this topic

Features
Close CRMZoho CRM
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Close CRM
8.9
8 Ratings
14% above category average
Zoho CRM
8.2
288 Ratings
6% above category average
Customer data management / contact management8.08 Ratings8.4279 Ratings
Workflow management7.78 Ratings8.1266 Ratings
Territory management8.01 Ratings8.3196 Ratings
Opportunity management10.06 Ratings8.4253 Ratings
Integration with email client (e.g., Outlook or Gmail)9.38 Ratings8.3248 Ratings
Contract management10.01 Ratings8.4203 Ratings
Interaction tracking8.38 Ratings7.8249 Ratings
Channel / partner relationship management9.73 Ratings8.0192 Ratings
Quote & order management00 Ratings7.9203 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Close CRM
8.5
6 Ratings
11% above category average
Zoho CRM
8.0
221 Ratings
5% above category average
Case management8.03 Ratings8.2213 Ratings
Call center management7.45 Ratings7.5172 Ratings
Help desk management10.02 Ratings8.3189 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Close CRM
9.0
6 Ratings
15% above category average
Zoho CRM
8.2
266 Ratings
6% above category average
Lead management8.76 Ratings8.3261 Ratings
Email marketing9.35 Ratings8.1219 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Close CRM
7.9
6 Ratings
3% above category average
Zoho CRM
8.2
263 Ratings
7% above category average
Task management8.35 Ratings8.3248 Ratings
Billing and invoicing management10.01 Ratings8.1180 Ratings
Reporting5.45 Ratings8.3242 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Close CRM
7.5
6 Ratings
1% below category average
Zoho CRM
8.2
258 Ratings
8% above category average
Forecasting10.01 Ratings8.1216 Ratings
Pipeline visualization8.06 Ratings8.1235 Ratings
Customizable reports4.44 Ratings8.4249 Ratings
Customization
Comparison of Customization features of Product A and Product B
Close CRM
8.6
8 Ratings
12% above category average
Zoho CRM
8.0
277 Ratings
5% above category average
Custom fields10.07 Ratings8.2275 Ratings
Custom objects10.02 Ratings7.9222 Ratings
Scripting environment8.03 Ratings7.6178 Ratings
API for custom integration6.47 Ratings8.1203 Ratings
Security
Comparison of Security features of Product A and Product B
Close CRM
8.0
8 Ratings
4% below category average
Zoho CRM
8.1
266 Ratings
3% below category average
Single sign-on capability8.03 Ratings8.2231 Ratings
Role-based user permissions8.06 Ratings8.1261 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Close CRM
10.0
1 Ratings
30% above category average
Zoho CRM
7.9
165 Ratings
6% above category average
Social data10.01 Ratings7.9164 Ratings
Social engagement10.01 Ratings7.8156 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Close CRM
6.4
4 Ratings
15% below category average
Zoho CRM
8.3
210 Ratings
11% above category average
Marketing automation6.44 Ratings8.5207 Ratings
Compensation management00 Ratings8.1138 Ratings
Platform
Comparison of Platform features of Product A and Product B
Close CRM
10.0
1 Ratings
28% above category average
Zoho CRM
8.3
230 Ratings
10% above category average
Mobile access10.01 Ratings8.3230 Ratings
Best Alternatives
Close CRMZoho CRM
Small Businesses
Salesmate
Salesmate
Score 10.0 out of 10
Salesmate
Salesmate
Score 10.0 out of 10
Medium-sized Companies
Creatio
Creatio
Score 9.1 out of 10
Creatio
Creatio
Score 9.1 out of 10
Enterprises
Creatio
Creatio
Score 9.1 out of 10
Creatio
Creatio
Score 9.1 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
Close CRMZoho CRM
Likelihood to Recommend
9.3
(8 ratings)
8.4
(311 ratings)
Likelihood to Renew
-
(0 ratings)
7.6
(42 ratings)
Usability
8.7
(3 ratings)
7.9
(172 ratings)
Availability
-
(0 ratings)
8.9
(7 ratings)
Performance
-
(0 ratings)
8.4
(8 ratings)
Support Rating
9.3
(3 ratings)
6.4
(69 ratings)
In-Person Training
-
(0 ratings)
8.0
(1 ratings)
Online Training
-
(0 ratings)
5.7
(8 ratings)
Implementation Rating
-
(0 ratings)
5.5
(16 ratings)
Configurability
-
(0 ratings)
5.1
(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)
6.1
(6 ratings)
Professional Services
-
(0 ratings)
8.3
(7 ratings)
Vendor post-sale
-
(0 ratings)
7.9
(13 ratings)
Vendor pre-sale
-
(0 ratings)
8.1
(13 ratings)
User Testimonials
Close CRMZoho CRM
Likelihood to Recommend
Close
Excellent software to increase sales and follow up with existing and new customers. Email and SMS handling are really easy for the sales team, managing leads is really great, and Close merges duplicate leads to help our Data Leads avoid repetitive and unnecessary calls. As mentioned in some comments before, must improve in reports, Close is not appropriate to handle or track agents' hours making it necessary to implement additional software to cover this area.
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
Close
  • Email sequences. Create and send a sequence of emails until the sequence finishes or the contact replies to your email. You can also pause the sequence manually.
  • Email sync. Syncs in real time with your email account, which is huge.
  • Zapier integration. We've automated a lot of our pipeline management through the Zapier integration. This saves us soooo much time.
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
Close
  • Make it so one can set the time at which the emails go out.
  • Make it easier to set up my workflow.
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.
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Likelihood to Renew
Close
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
Close
It's my favorite CRM to recommend to sales organizations. Robust Telephony options including a Power Dialer, SMS, and Voice Drop, are completely integrated into the CRM. The kicker is you can have "Unlimited" contacts where many platforms charge based on the number of users. This can make a huge difference in monthly billing.
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
Close
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.
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Performance
Close
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
Close
I haven't really had the need to use their support, but the only time I had an issue with the platform, the Close team was very attentive and responded in a short span of time. Also they take minimal time to solve issues. The only con here is there is no way to reach out to them apart from email.
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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
Close
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
Close
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
Close
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
Close
Pipedrive was great for us for a long time. We used it for over 4 years. Our product and process was simple. When things got more complex, we needed something that could handle our growing needs and Pipedrive kept falling short. We built our own custom solution in Airtable and though it worked, we spend a lot of time managing it. Close was able to solve all our issues and save us hours per week in admin work.
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
Close
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
Read full review
Scalability
Close
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
Close
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
Close
  • Positive - It's much easier now with Close.io to make sure that no deal falls through the cracks. Therefore helping us recover lost revenue.
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

Close CRM Screenshots

Screenshot of the Close inboxScreenshot of a Sales Funnel Report in CloseScreenshot of the Call Assistant automatic transcription and summaryScreenshot of built-in calling in Close

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.