What users are saying about
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Top Rated
664 Ratings
Top Rated
437 Ratings

Concur Travel and Expense

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Top Rated
664 Ratings
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Score 8.3 out of 100
Top Rated
437 Ratings
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Score 7.9 out of 100

Likelihood to Recommend

Concur Travel and Expense

Concur is great for a company or department that has many employees who get reimbursed for expenses. It is robust, with reporting functionality, an app, and the ability to book flights and hotels. I think for a bigger company it's excellent but for a smaller company with fewer employees, a simpler option should do just fine.
Liliya Carlage | TrustRadius Reviewer

Zoho CRM

Well suited for basic sales and pipeline management. Not appropriate if those leads or prospects need to be transferred into other organizations or companies. Good to use on more individualized sales teams, but not particularly great when it comes to collaborations. Limited tagging and chatting options for collaborative sales.If you are planning to work a pipeline to generate sales and are not in need of a great deal of communication between employees, this will be great for you.
Andrew McClean | TrustRadius Reviewer

Feature Rating Comparison

Expense Management Platform Features

Concur Travel and Expense
8.0
Zoho CRM
Mobile Application
Concur Travel and Expense
8.1
Zoho CRM
Integrations
Concur Travel and Expense
7.6
Zoho CRM
Expense Management Security
Concur Travel and Expense
7.9
Zoho CRM
Expense Management Compliance
Concur Travel and Expense
8.2
Zoho CRM

Sales Force Automation

Concur Travel and Expense
Zoho CRM
7.7
Customer data management / contact management
Concur Travel and Expense
Zoho CRM
8.0
Workflow management
Concur Travel and Expense
Zoho CRM
8.0
Territory management
Concur Travel and Expense
Zoho CRM
7.7
Opportunity management
Concur Travel and Expense
Zoho CRM
7.9
Integration with email client (e.g., Outlook or Gmail)
Concur Travel and Expense
Zoho CRM
7.1
Contract management
Concur Travel and Expense
Zoho CRM
7.5
Quote & order management
Concur Travel and Expense
Zoho CRM
7.4
Interaction tracking
Concur Travel and Expense
Zoho CRM
8.2
Channel / partner relationship management
Concur Travel and Expense
Zoho CRM
7.4

Customer Service & Support

Concur Travel and Expense
Zoho CRM
7.5
Case management
Concur Travel and Expense
Zoho CRM
7.6
Call center management
Concur Travel and Expense
Zoho CRM
7.3
Help desk management
Concur Travel and Expense
Zoho CRM
7.6

Marketing Automation

Concur Travel and Expense
Zoho CRM
8.0
Lead management
Concur Travel and Expense
Zoho CRM
8.0
Email marketing
Concur Travel and Expense
Zoho CRM
7.9

CRM Project Management

Concur Travel and Expense
Zoho CRM
7.8
Task management
Concur Travel and Expense
Zoho CRM
8.0
Billing and invoicing management
Concur Travel and Expense
Zoho CRM
7.6
Reporting
Concur Travel and Expense
Zoho CRM
7.8

CRM Reporting & Analytics

Concur Travel and Expense
Zoho CRM
8.0
Forecasting
Concur Travel and Expense
Zoho CRM
7.7
Pipeline visualization
Concur Travel and Expense
Zoho CRM
8.0
Customizable reports
Concur Travel and Expense
Zoho CRM
8.2

Customization

Concur Travel and Expense
Zoho CRM
8.3
Custom fields
Concur Travel and Expense
Zoho CRM
8.5
Custom objects
Concur Travel and Expense
Zoho CRM
8.3
Scripting environment
Concur Travel and Expense
Zoho CRM
8.5
API for custom integration
Concur Travel and Expense
Zoho CRM
8.0

Security

Concur Travel and Expense
Zoho CRM
8.1
Single sign-on capability
Concur Travel and Expense
Zoho CRM
8.0
Role-based user permissions
Concur Travel and Expense
Zoho CRM
8.3

Social CRM

Concur Travel and Expense
Zoho CRM
7.4
Social data
Concur Travel and Expense
Zoho CRM
7.4
Social engagement
Concur Travel and Expense
Zoho CRM
7.4

Integrations with 3rd-party Software

Concur Travel and Expense
Zoho CRM
7.4
Marketing automation
Concur Travel and Expense
Zoho CRM
7.6
Compensation management
Concur Travel and Expense
Zoho CRM
7.3

Platform

Concur Travel and Expense
Zoho CRM
7.0
Mobile access
Concur Travel and Expense
Zoho CRM
7.0

Pros

Concur Travel and Expense

  • Searching for flights and lodging - It's easy to search for specific hotels in target cities and it's nice to know that the options surfaced are company approved/preferred.
  • Knowing what is "out of budget"- I appreciate that Concur flags if a selection is beyond what we'd typically pay for a service/stay for that given location.
  • Expense Reports - It's easy to combine all expenses into one report for approval. I like doing this for a months' worth of expenses at a time, as it streamlines the approval process for my manager.
Clara Gray | TrustRadius Reviewer

Zoho CRM

  • Zoho CRM has an incredible amount of features, from tagging contacts to social media integration (LinkedIn, Facebook, etc) and email capabilities.
  • Zoho CRM is very customizable. The entire look and feel of each page and account can be customized to fit your organization's needs.
  • Zoho CRM is just one of the products offered under Zoho's suite of software products. It easily integrates with other enterprise software like Zoho Project Management and Zoho email.
Adam Montgomery | TrustRadius Reviewer

Cons

Concur Travel and Expense

  • The 30-character limit for descriptions can be tough.
  • Breaking out baggage fees into a separate expense type could be helpful as they are so prevalent.
  • General comment on most Concur interfaces: getting to the comments section or the audit trail is not easy.
Erika Ruch | TrustRadius Reviewer

Zoho CRM

  • I do wish it was a bit "smarter" that it could sense duplicate entries and simply update fields when it recognizes a dupe.
  • I wish it had an easier integration with our marketing platform, Hubspot.
  • I wish there was a way to mass update information, via spreadsheet upload, WITHOUT having the Zoho ID.
Ashley Gennett | TrustRadius Reviewer

Likelihood to Renew

Concur Travel and Expense

Concur Travel and Expense 9.0
Based on 23 answers
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
Ashley Salustri | TrustRadius Reviewer

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

Concur Travel and Expense

Concur Travel and Expense 8.1
Based on 58 answers
I really like the app. It's easy to add receipts. I can easily find the categories for my expenses as well. I think some of my confusion and frustration with the product comes from the account numbers my institution assigns to purchases. I do with that Concur saved commonly used accounts so it would be even easier to complete my reports.
Hans Meyer | TrustRadius Reviewer

Zoho CRM

Zoho CRM 8.0
Based on 4 answers
There are some other paid apps. But Zoho CRM is decent for all kinds of businesses and it comes with a free price tag.
Oral Tosun | TrustRadius Reviewer

Reliability and Availability

Concur Travel and Expense

Concur Travel and Expense 9.0
Based on 7 answers
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.
Carol Monk, CPP | TrustRadius Reviewer

Zoho CRM

Zoho CRM 9.0
Based on 1 answer
No answer on this topic is available.

Performance

Concur Travel and Expense

Concur Travel and Expense 9.0
Based on 4 answers
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
Nicole Nagy | TrustRadius Reviewer

Zoho CRM

Zoho CRM 9.0
Based on 1 answer
No answer on this topic is available.

Support Rating

Concur Travel and Expense

Concur Travel and Expense 7.4
Based on 39 answers
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.
Shannon McNamara | TrustRadius Reviewer

Zoho CRM

Zoho CRM 4.0
Based on 4 answers
Horrible experience. They should send regular apologies and refunds to all existing customers.
Ajay Gupta | TrustRadius Reviewer

Online Training

Concur Travel and Expense

Concur Travel and Expense 6.0
Based on 2 answers
It's live (you can ask questions), it's free, it's good. What's not to like. Only reason it's not getting a "10" is breadth and depth, more would be better.
Evan Trimble | TrustRadius Reviewer

Zoho CRM

Zoho CRM 8.2
Based on 2 answers
No answer on this topic is available.

Implementation Rating

Concur Travel and Expense

Concur Travel and Expense 6.9
Based on 8 answers
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.
Carol Monk, CPP | TrustRadius Reviewer

Zoho CRM

Zoho CRM 8.0
Based on 4 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

Concur Travel and Expense

We used PeopleSoft for travel previously. It was great, easy to use, could crank out an expense report in about 10 minutes. It was easier than Concur Travel and Expense to deduct anything that wasn't eligible for reimbursement, ex: room service, personal flights. Could still see expense reports fairly easy. PeopleSoft's travel library portion isn't as optimal as Concur's.
Moriah Crane | TrustRadius Reviewer

Zoho CRM

I tried a lot of different software trying to find the one that gave me everything, which I found within ZOHO. It wasn't the CRM that sold me on ZOHO, it was the Subscriptions and it's integration within CRM that sold me on ZOHO. I'm glad I picked it, the CRM has been easy to adapt to and easy for the boss to get the reports out he wants.
Scott French | TrustRadius Reviewer

Scalability

Concur Travel and Expense

Concur Travel and Expense 8.3
Based on 39 answers
It can grow easily with a business, handling plenty of volume. However, the UI inefficiencies add up. The pricing can work for or against a business, as it’s based on volume. If you can discipline your employees to group their expenses perhaps on a monthly basis, you can keep the cost down a bit
Joshua Henke | TrustRadius Reviewer

Zoho CRM

No score
No answers yet
No answers on this topic

Return on Investment

Concur Travel and Expense

  • We've had substantial gains in productivity in auditing. We saved 1 FTE by enabling certain audit rules in the software and moving to a sample audit instead of a 100% receipt audit. We estimate this savings at $90k annually. We saved an additional 1/2 FTE when we implemented Detect. It uses AI to read and audit all receipts and reports. So we now do 100% review for $150k less per year.
  • We were able to incorporate a Corporate Credit Card program for all of our employees, which earns us an annual rebate of $200k.
  • Using mobile capture for receipt images saves us an average of 5 minutes per expense report. Since we submit over 12,000 reports annually, we estimate this saves us about $50k per year.
  • Through partnership apps like Uber and Lyft, we estimate we save about $20k annually from the cost of traditional transportation methods.
Jill Liegghio | TrustRadius Reviewer

Zoho CRM

  • The organization which is helping our sales team not miss a beat! We are following up without having to dig for information etc.
  • We close more sales when we have a clear activity list and can assess leads etc but using the scoring options
  • We are able to get our work done in a user-friendly environment. It helps the day run much smoother.
Sarah Lohsl | TrustRadius Reviewer

Screenshots

Pricing Details

Concur Travel and Expense

General

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

Concur Travel and Expense 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
$12*

* /user/month

Zoho CRM Editions & Modules

Edition
Standard$121
Professional$201
Enterprise$351
  1. per user, per month
Additional Pricing Details

Rating Summary

Likelihood to Recommend

Concur Travel and Expense
8.3
Zoho CRM
7.9

Likelihood to Renew

Concur Travel and Expense
9.0
Zoho CRM
7.6

Usability

Concur Travel and Expense
8.1
Zoho CRM
8.0

Reliability and Availability

Concur Travel and Expense
9.0
Zoho CRM
9.0

Performance

Concur Travel and Expense
9.0
Zoho CRM
9.0

Support Rating

Concur Travel and Expense
7.4
Zoho CRM
4.0

In-Person Training

Concur Travel and Expense
8.0
Zoho CRM

Online Training

Concur Travel and Expense
6.0
Zoho CRM
8.2

Implementation Rating

Concur Travel and Expense
6.9
Zoho CRM
8.0

Scalability

Concur Travel and Expense
8.3
Zoho CRM

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