What users are saying about
Top Rated
331 Ratings
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Top Rated
746 Ratings
Top Rated
331 Ratings
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Score 7.8 out of 100

Zoho CRM

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Top Rated
746 Ratings
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Score 8.3 out of 100

Feature Set Ratings

    Incident and problem management

    7.9

    ConnectWise Manage

    79%

    Zoho CRM

    Feature Set Not Supported
    N/A
    ConnectWise Manage ranks higher in 6/6 features

    Organize and prioritize service tickets

    8.1
    81%
    79 Ratings
    N/A
    0 Ratings

    Expert directory

    7.4
    74%
    45 Ratings
    N/A
    0 Ratings

    Subscription-based notifications

    7.5
    75%
    52 Ratings
    N/A
    0 Ratings

    ITSM collaboration and documentation

    8.0
    80%
    59 Ratings
    N/A
    0 Ratings

    Ticket creation and submission

    7.9
    79%
    79 Ratings
    N/A
    0 Ratings

    Ticket response

    8.3
    83%
    78 Ratings
    N/A
    0 Ratings

    Self Help Community

    7.8

    ConnectWise Manage

    78%

    Zoho CRM

    Feature Set Not Supported
    N/A
    ConnectWise Manage ranks higher in 2/2 features

    External knowledge base

    8.4
    84%
    60 Ratings
    N/A
    0 Ratings

    Internal knowledge base

    7.2
    72%
    70 Ratings
    N/A
    0 Ratings

    Multi-Channel Help

    7.6

    ConnectWise Manage

    76%

    Zoho CRM

    Feature Set Not Supported
    N/A
    ConnectWise Manage ranks higher in 5/5 features

    Customer portal

    7.3
    73%
    71 Ratings
    N/A
    0 Ratings

    IVR

    8.9
    89%
    18 Ratings
    N/A
    0 Ratings

    Social integration

    7.0
    70%
    25 Ratings
    N/A
    0 Ratings

    Email support

    7.8
    78%
    71 Ratings
    N/A
    0 Ratings

    Help Desk CRM integration

    7.2
    72%
    67 Ratings
    N/A
    0 Ratings

    Sales Force Automation

    ConnectWise Manage

    Feature Set Not Supported
    N/A
    8.0

    Zoho CRM

    80%
    Zoho CRM ranks higher in 9/9 features

    Customer data management / contact management

    N/A
    0 Ratings
    8.4
    84%
    216 Ratings

    Workflow management

    N/A
    0 Ratings
    7.9
    79%
    205 Ratings

    Territory management

    N/A
    0 Ratings
    7.8
    78%
    154 Ratings

    Opportunity management

    N/A
    0 Ratings
    8.2
    82%
    196 Ratings

    Integration with email client (e.g., Outlook or Gmail)

    N/A
    0 Ratings
    7.8
    78%
    192 Ratings

    Contract management

    N/A
    0 Ratings
    8.3
    83%
    153 Ratings

    Quote & order management

    N/A
    0 Ratings
    7.9
    79%
    157 Ratings

    Interaction tracking

    N/A
    0 Ratings
    8.0
    80%
    192 Ratings

    Channel / partner relationship management

    N/A
    0 Ratings
    7.7
    77%
    145 Ratings

    Customer Service & Support

    ConnectWise Manage

    Feature Set Not Supported
    N/A
    7.5

    Zoho CRM

    75%
    Zoho CRM ranks higher in 3/3 features

    Case management

    N/A
    0 Ratings
    7.7
    77%
    169 Ratings

    Call center management

    N/A
    0 Ratings
    7.5
    75%
    135 Ratings

    Help desk management

    N/A
    0 Ratings
    7.4
    74%
    150 Ratings

    Marketing Automation

    ConnectWise Manage

    Feature Set Not Supported
    N/A
    8.4

    Zoho CRM

    84%
    Zoho CRM ranks higher in 2/2 features

    Lead management

    N/A
    0 Ratings
    8.5
    85%
    201 Ratings

    Email marketing

    N/A
    0 Ratings
    8.2
    82%
    171 Ratings

    CRM Project Management

    ConnectWise Manage

    Feature Set Not Supported
    N/A
    8.2

    Zoho CRM

    82%
    Zoho CRM ranks higher in 3/3 features

    Task management

    N/A
    0 Ratings
    8.3
    83%
    194 Ratings

    Billing and invoicing management

    N/A
    0 Ratings
    8.1
    81%
    141 Ratings

    Reporting

    N/A
    0 Ratings
    8.2
    82%
    186 Ratings

    CRM Reporting & Analytics

    ConnectWise Manage

    Feature Set Not Supported
    N/A
    8.2

    Zoho CRM

    82%
    Zoho CRM ranks higher in 3/3 features

    Forecasting

    N/A
    0 Ratings
    8.0
    80%
    170 Ratings

    Pipeline visualization

    N/A
    0 Ratings
    8.3
    83%
    181 Ratings

    Customizable reports

    N/A
    0 Ratings
    8.3
    83%
    191 Ratings

    Customization

    ConnectWise Manage

    Feature Set Not Supported
    N/A
    8.0

    Zoho CRM

    80%
    Zoho CRM ranks higher in 4/4 features

    Custom fields

    N/A
    0 Ratings
    8.4
    84%
    215 Ratings

    Custom objects

    N/A
    0 Ratings
    8.1
    81%
    169 Ratings

    Scripting environment

    N/A
    0 Ratings
    7.7
    77%
    137 Ratings

    API for custom integration

    N/A
    0 Ratings
    7.7
    77%
    152 Ratings

    Security

    ConnectWise Manage

    Feature Set Not Supported
    N/A
    8.7

    Zoho CRM

    87%
    Zoho CRM ranks higher in 2/2 features

    Single sign-on capability

    N/A
    0 Ratings
    8.7
    87%
    180 Ratings

    Role-based user permissions

    N/A
    0 Ratings
    8.8
    88%
    201 Ratings

    Social CRM

    ConnectWise Manage

    Feature Set Not Supported
    N/A
    7.8

    Zoho CRM

    78%
    Zoho CRM ranks higher in 2/2 features

    Social data

    N/A
    0 Ratings
    7.9
    79%
    130 Ratings

    Social engagement

    N/A
    0 Ratings
    7.8
    78%
    125 Ratings

    Integrations with 3rd-party Software

    ConnectWise Manage

    Feature Set Not Supported
    N/A
    7.6

    Zoho CRM

    76%
    Zoho CRM ranks higher in 2/2 features

    Marketing automation

    N/A
    0 Ratings
    7.9
    79%
    161 Ratings

    Compensation management

    N/A
    0 Ratings
    7.3
    73%
    107 Ratings

    Platform

    ConnectWise Manage

    Feature Set Not Supported
    N/A
    7.8

    Zoho CRM

    78%
    Zoho CRM ranks higher in 1/1 features

    Mobile access

    N/A
    0 Ratings
    7.8
    78%
    180 Ratings

    Attribute Ratings

    • Zoho CRM is rated higher in 8 areas: Likelihood to Recommend, Likelihood to Renew, Usability, Performance, Support Rating, Online Training, Implementation Rating, Product Scalability
    • ConnectWise Manage and Zoho CRM are tied in 1 area: Availability

    Likelihood to Recommend

    7.0

    ConnectWise Manage

    70%
    111 Ratings
    8.4

    Zoho CRM

    84%
    244 Ratings

    Likelihood to Renew

    4.7

    ConnectWise Manage

    47%
    26 Ratings
    8.9

    Zoho CRM

    89%
    32 Ratings

    Usability

    5.7

    ConnectWise Manage

    57%
    25 Ratings
    8.3

    Zoho CRM

    83%
    178 Ratings

    Availability

    8.0

    ConnectWise Manage

    80%
    7 Ratings
    8.0

    Zoho CRM

    80%
    4 Ratings

    Performance

    1.0

    ConnectWise Manage

    10%
    13 Ratings
    6.5

    Zoho CRM

    65%
    4 Ratings

    Support Rating

    4.6

    ConnectWise Manage

    46%
    32 Ratings
    8.2

    Zoho CRM

    82%
    76 Ratings

    In-Person Training

    ConnectWise Manage

    N/A
    0 Ratings
    7.0

    Zoho CRM

    70%
    2 Ratings

    Online Training

    5.0

    ConnectWise Manage

    50%
    8 Ratings
    8.5

    Zoho CRM

    85%
    6 Ratings

    Implementation Rating

    1.0

    ConnectWise Manage

    10%
    8 Ratings
    8.8

    Zoho CRM

    88%
    12 Ratings

    Contract Terms and Pricing Model

    ConnectWise Manage

    N/A
    0 Ratings
    9.4

    Zoho CRM

    94%
    22 Ratings

    Product Scalability

    1.0

    ConnectWise Manage

    10%
    7 Ratings
    8.5

    Zoho CRM

    85%
    2 Ratings

    Professional Services

    ConnectWise Manage

    N/A
    0 Ratings
    8.5

    Zoho CRM

    85%
    7 Ratings

    Likelihood to Recommend

    ConnectWise Manage

    I really enjoy ConnectWise, it is a massive step forward. The ability to see all departments working towards the same goal and having full visibility on account activity is massive to our business. Only some small tweaks would go a long way to making this even easier for sales managers to keep tabs on active prospects and lead generation.
    Anonymous | TrustRadius Reviewer

    Zoho CRM

    Zoho CRM is geared to small businesses with limited usage. However, through additional programming, our enterprise company was able to leverage the core apps into a well-honed customized CRM and end-to-end ecosystem that meets our needs. Zoho CRM has been responsive to this process and provided the support we need. With Zoho CRM, we can customize it any way we want allowing us to track all aspects of client requests and tax or service categories and then follow up with email campaigns based on specific criteria with ease.
    Anonymous | TrustRadius Reviewer

    Pros

    ConnectWise Manage

    • Tickets- Customers can email and a ticket is generated and falls under their profile for historical records. You can save documents and select if they are customer facing or only internal facing. The option as well to have communication in tickets whether its internal facing or customer facing is nice to have when you're trying to keep a record or important details for just internal means and the customer doesn't have to see all the jargon.
    • Procurement - It's great to have this integrate with Quosal Sell. Quotes being processed into opportunities and then into a sales order which connects to a ticket or project is pretty easy to use. It does have a learning curve but once you get the hang of it, it's straightforward. Everything is pretty connected, whether keeping track of products customers have purchased historically through us, to knowing what ticket is associated to an RMA.
    Alissa Levanway | TrustRadius Reviewer

    Zoho CRM

    • It is pretty easy to use. We don't need to set up formal training sessions for our users which lets us get new users up and running much quicker.
    • Great reporting section, you can extract some really detailed reports of your leads and their status.
    • User access control and 2-factor authentication are really easy to define and set up.
    • Some really great integrations with Zoho products and Gsuite.
    Anonymous | TrustRadius Reviewer

    Cons

    ConnectWise Manage

    • I will say the calendar option needs a little bit of work.
    • A calendar that looks more like lets say a Google Calendar would a nice feature.
    • Better Knowledge base section.
    • We attempted to get very good use out of the Knowledge however due to not really being able to organize it and it being very hard to navigate we had to go a different route for our documentation.
    • Possibly adding a cleaner user interface and adding more customization for the organization of companies would help.
    • A better layout for reporting would also be something good to have.
    • The layouts available are so difficult to put together to get what you want out of a report. Virtually makes it impossible to get what you want out of them.
    John Trevino | TrustRadius Reviewer

    Zoho CRM

    • You can only have one email attached to a form. This means that I have to go elsewhere to create a full drip campaign.
    • Reporting leaves a lot to be desired. It is difficult to set up reports exactly how we want them.
    • There are some things that aren't allowed to be customized that definitely should be
    • Support means well, but they rarely can help
    Anonymous | TrustRadius Reviewer

    Pricing Details

    ConnectWise Manage

    General

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

    Starting Price

    $35 Per Tech Per Month

    ConnectWise Manage Editions & Modules

    Edition
    Subscription$35.001
    1. Per Tech Per Month
    Additional Pricing Details

    Zoho CRM

    General

    Free Trial
    Yes
    Free/Freemium Version
    Yes
    Premium Consulting/Integration Services
    Yes
    Entry-level set up fee?
    Optional
    $14.00

    Starting Price

    $14 per month

    Zoho CRM Editions & Modules

    Edition
    Standard$14.001
    Professional$23.001
    Enterprise$40.001
    Ultimate$52.001
    Plus$57.001
    1. Per User/Per Month
    Additional Pricing Details

    Likelihood to Renew

    ConnectWise Manage

    ConnectWise Manage 4.7
    Based on 26 answers
    ConnectWise has uniquely positioned themselves with the Modern Office Suite to have direct integration with a nearly full suite of tools for MSPs. Although each tool may not necessarily be the absolute best tool on the market, the efficiencies leveraged through direct integration make the entire suite an obvious choice for most companies.
    Delano Collins | TrustRadius Reviewer

    Zoho CRM

    Zoho CRM 8.9
    Based on 32 answers
    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.
    Jon Porreca | TrustRadius Reviewer

    Usability

    ConnectWise Manage

    ConnectWise Manage 5.7
    Based on 25 answers
    I have been using ConnectWise since 2004 and I am impressed with the progress they have made. However, there are still bugs that don't work quite like they should. If I were to run reports and get consistent answers along with a couple other annoyances, then I would score CW as a 10
    Wes Jensen | TrustRadius Reviewer

    Zoho CRM

    Zoho CRM 8.3
    Based on 178 answers
    In my overall experience, I would highly recommend Zoho CRM, though it lacks the feature of partial entries, still we used that for our non-profit organization. They have offered us a non-profit discount as well. Moreover, their support is good, and has dedicated employees to help the clients. From my experience, sometimes, we got the idiots, but overall the support is good. They have helped us in doing custom functionalities that other CRM providers don't do for free.
    Anonymous | TrustRadius Reviewer

    Reliability and Availability

    ConnectWise Manage

    ConnectWise Manage 8.0
    Based on 7 answers
    We use the cloud version of ConnectWise and in the last 5 years it has never been down for us during business hours. I can only recall 1 time when it was not available during off hours when we wanted to use it.
    Farrell Lusher | TrustRadius Reviewer

    Zoho CRM

    Zoho CRM 8.0
    Based on 4 answers
    No answer on this topic is available.

    Performance

    ConnectWise Manage

    ConnectWise Manage 1.0
    Based on 13 answers
    Some tab for certain areas load speeds could be better. Dashboards can load slowly when they reference multiple reports. Some reports can load slowly based on the tables and views they are accessing. At times the SQL queries being performed in the background can actually timeout and a tab or screen will fail to load.
    David Pavuk | TrustRadius Reviewer

    Zoho CRM

    Zoho CRM 6.5
    Based on 4 answers
    No answer on this topic is available.

    Support Rating

    ConnectWise Manage

    ConnectWise Manage 4.6
    Based on 32 answers
    The front line support techs are wildly inconsistent when it comes to the level of support. Sometimes you get someone who just wants to throw links to University documentation at you, sometimes you get someone who truly tries to understand your issue and confers with peers and managers to find an answer, and sometimes you get someone who just wants to create a ticket and escalate immediately. If you ask three different techs the same question you will probably get three different answers, one of them being, "That's not possible."
    Jennifer Henney | TrustRadius Reviewer

    Zoho CRM

    Zoho CRM 8.2
    Based on 76 answers
    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.
    Anonymous | TrustRadius Reviewer

    In-Person Training

    ConnectWise Manage

    No score
    No answers yet
    No answers on this topic

    Zoho CRM

    Zoho CRM 7.0
    Based on 2 answers
    It was harder to learn when there were mostly real estate users in the room. We are sales solely.
    Sarah Lohsl | TrustRadius Reviewer

    Online Training

    ConnectWise Manage

    ConnectWise Manage 5.0
    Based on 8 answers
    We are a telecoms company. Whilst CW were very happy to sell us their product and tell us how good it is for telecoms. All the training material is geared towards IT MSP's. The on-line training material was virtually useless. We found the implementation a bit of a joke. They tried telling us 12 hours of implementation time would be sufficient to launch the product. We erred on the side of caution and paid for 24 hours. This was quickly eaten away and we were nowhere near ready to go-live. I find the on-line chat facility is of much more use for us.
    Graham Green | TrustRadius Reviewer

    Zoho CRM

    Zoho CRM 8.5
    Based on 6 answers
    Online training is tough, but Zoho and their partners do a good job of explaining things.
    John Hinson | TrustRadius Reviewer

    Implementation Rating

    ConnectWise Manage

    ConnectWise Manage 1.0
    Based on 8 answers
    Rather than letting them sell you a block of time for implementation, create a list of things that must be completed do declare the implementation complete. The implementer will have the discretion on what they set up and in what order. They will be trying to end their services in as little time as possible and may not get things set up right. You are best advised to hire a third-party wizard that has done many of these setups. Record the audio and video of all of your implementation sessions.
    Charlie Meyer | TrustRadius Reviewer

    Zoho CRM

    Zoho CRM 8.8
    Based on 12 answers
    Take it slowly and meet often with your team to solicit their feedback. Listen to what they are saying so that if something is not clear, you can address it before they turn on the CRM. Also, whatever system you were one previously will not match Zoho CRM which is both good and bad. It's good as I know Zoho CRM will be better than whatever you're been using. Bad because it will require change and how you did things in your old CRM may need to be modified a little when using Zoho CRM.
    Stephen Lalla | TrustRadius Reviewer

    Alternatives Considered

    ConnectWise Manage

    We reviewed a lot more products than those listed above but in the end, we are told by our business mentors to just pick one and use it - everything has its learning curves. However, all of the other products we tried couldn't even come close to what Connectwise Manage could provide. The information is detailed and a great way to keep track of your techs, your inventory, your support tickets and so much more.
    Daren Anderson, MSIS | TrustRadius Reviewer

    Zoho CRM

    Back when we switched, Zoho CRM was nowhere near Salesforce. We were able to at least merge some of our documents through a bridge called Conga. We still can't do that within Zoho CRM, but again, Zoho CRM updates all the time so I'm probably not aware of the easiest most efficient way it can do it.
    Anonymous | TrustRadius Reviewer

    Contract Terms and Pricing Model

    ConnectWise Manage

    No score
    No answers yet
    No answers on this topic

    Zoho CRM

    Zoho CRM 9.4
    Based on 22 answers
    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
    Anonymous | TrustRadius Reviewer

    Scalability

    ConnectWise Manage

    ConnectWise Manage 1.0
    Based on 7 answers
    ConnectWise seems to have a good understanding of the IT service industry. During the required onboarding training, they even preach configuring only features that you need right now, as you can always scale up later. The feature set for the most part takes into considerations all aspects of an IT business, whether small or enterprise, or growing from one to the next.
    Nicolas Poague | TrustRadius Reviewer

    Zoho CRM

    Zoho CRM 8.5
    Based on 2 answers
    No answer on this topic is available.

    Professional Services

    ConnectWise Manage

    No score
    No answers yet
    No answers on this topic

    Zoho CRM

    Zoho CRM 8.5
    Based on 7 answers
    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.
    Anonymous | TrustRadius Reviewer

    Return on Investment

    ConnectWise Manage

    • At this stage in the game, we have been using the Connectwise Manage product for just one year. This basically means we're just getting out of the honeymoon part of the relationship and will now venture into getting our full value out of the software as we also begin to grow our business. We can't report on our ROI yet but we can't see ourselves living without a great PSA tool either.
    • The software has definitely enabled our projects manager to operate with more focus on the project itself, knowing that the finance details will be visible and closely scrutinized by the CFO prior to having an invoice or agreement created.
    Daryn O'Shea | TrustRadius Reviewer

    Zoho CRM

    • Increased customer retention keeps our sales team on track and updated with their sales pipeline management features.
    • To better understand our clients and build strong relationships, Zoho provides an easy-to-use central database of customers.
    • Tracking admissions is possible, as is improved entry management and -communication. As a result, Zoho reduces the time and effort required to generate leads and close sales.
    Aononna Tazin | TrustRadius Reviewer

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