SAP Concur is a SaaS expense report management product, and handles corporate travel booking, expense report automation, reimbursement, audit, and business intelligence, and corporate card integration.
$9
per month
Zoho CRM
Score 8.2 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.
We evaluated Zoho before going with Concur because of its ease of use and easy management of the tool from multiples teams. It is a lifesaver for Accounts and payroll team within organization for reimbursements claims and all. Gives good visibility to managers to track employee …
Expensify is a very basic app that is suitable for small teams with a limited need for features. It is inexpensive and very easy to use. However, for more extensive use and rigorous tracking, concur is far superiors to my knowledge Expensify does not offer travel booking with …
I would highly recommend SAP Concur as it's the best tool for managing all our business travel and expenses in one place. It's very easy to use and has a very dedicated and supportive customer team available 24/7. The mobile app makes it easy to manage all our expenses through an intuitive and user-friendly interface.
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.
Data syncing between the mobile app and the web platform may occasionally experience a little delay. That is not a major problem, but it can cause small inconsistencies in real-time data.
Concur's setup features may seem a little complicated to certain administrators.
Concur offers a number of powerful reporting services, but some users might want more in-depth options for tailoring reports to their own business requirements.
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
Now that we are fully on Concur, switching is not an option. Concur has become ingrained in our expense reporting process. Furthermore, Concur continues to improve its offering. Each month, they release updates and changes, many of which were client requested. Concur's constant evolution means it is adapting with my business
Zoho has been a wonderful tool for us for several years and there is so much more we can do with it. New features are released often which give a team like us the option to further fine tune our business process management techniques. I honestly couldn't imagine running our business not on Zoho.
I think it is very easy to use, especially once you are acquainted with it. I think the UX could be improved so some things, like accessing old reports, are more intuitive once you learn it though it is not difficult to replicate.
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.
In prior years I would have given them a 9.5 for availability. Unfortunately in 2015 so far this rating has dropped to a 7 overall. We have experienced far too many interruptions - from admins to employees who rely on it for day to day booking of travel and submission of expense reports. Server errors, slow system response time and spinning wheels are too common place. Those things should be a rare occurrence, not a daily interruption.
While Conur still has great product offerings overall, they are currently not offering world class or best in class product (and customer service) availability. Remaining hopeful they step up and get their A game going again soon.
Pages always load quickly, reports are always completed in a quick and efficient time frame, and everything about the experience is swift. I've never had any frustrations or complexities that can't be handled easily
I have never had to use customer support when using Concur Expense - the UX could be a bit nicer on the eyes or easier to understand, but there have never been any problems when using Concur Expense that I have had to ask or reach out to customer support to help me with anything.
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.
My Seniors were the ones who taught me about Concur. Concur Support team has sent me training links and answered me in their tickets too. Usually they are helpful and knows their stuff. There are times when webex meetings is conducted for reporting training. They were very patient and took down all the details from me.
There are different implementation teams for each module of the product you purchase, so implementation is not a 'one size fits all' environment. Also, the different implementation teams have different ways of doing things, so Concur could stand some standardization and streamlining in this area. A Project Manager can make or break an implementation so don't be scared to ask for a new one if things are rocky.
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
We have not used any other product for travel and expense management. Earlier this process was manual through HR and Accounts department. SAP Concur now makes the bookings and reimbursements process online and easy for us. SAP Concur also keep track and records of all expenses done. Therefore, it helped our teams to manage financials.
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
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
This program has been very helpful, user friendly and has been a great asset to use to assist with time management. Not only are leadership involved with using this program but all staff as well. This is also a great way to hold each accountable. Easy startup with not many means for hands on training
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.
One of the things that I can notice the most through the use of this software is the ease with which I can make travel reservations for business meetings in other cities.
As it is a multifunctional software, it allows us to carry out different tasks, and we can finish in record time, so we can also focus on different tasks that are also important for the proper development of the company.
