ConvergeHub vs Zoho CRM

Likelihood to Recommend

It is really well suited for clients looking to automate the process with a budget constraint and that is inline with most small and medium enterprises, startups as well as entrepreneurs looking for a productive environment to grow their business in.

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Prashant Choudhary

Business Development Manager

EMTEX ENGINEERING PRIVATE LIMITEDMachinery, 201-500 employees

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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.

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Andrew McClean

Sr. Community Outreach Associate

Oak Street HealthHospital & Health Care, 1001-5000 employees

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Feature Rating Comparison

ConvergeHub

Zoho CRM

Customer data management / contact management

Workflow management

Territory management

Opportunity management

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

Contract management

Quote & order management

Interaction tracking

Channel / partner relationship management

ConvergeHub

Zoho CRM

Case management

Call center management

Help desk management

ConvergeHub

Zoho CRM

Lead management

Email marketing

ConvergeHub

Zoho CRM

Task management

Billing and invoicing management

Reporting

ConvergeHub

Zoho CRM

Pipeline visualization

Customizable reports

Forecasting

ConvergeHub

Zoho CRM

Custom fields

API for custom integration

Custom objects

Scripting environment

ConvergeHub

Zoho CRM

Mobile access

ConvergeHub

Zoho CRM

Role-based user permissions

Single sign-on capability

ConvergeHub

Zoho CRM

Social data

Social engagement

ConvergeHub

Zoho CRM

Marketing automation

Compensation management

Pros

The dashboards are really good and feature laden.
The UI is really intuitive as well as user friendly.
Automation of simple tasks as well as the marketing process is really easy.
Above all the pricing takes the cake here.

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Prashant Choudhary

Business Development Manager

EMTEX ENGINEERING PRIVATE LIMITEDMachinery, 201-500 employees

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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.

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Adam Montgomery

Energy Efficiency Consultant

SEMCORenewables & Environment, 11-50 employees

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Cons

Customer support isn't that great, takes a lot of time to respond.
Notifications are not on time, i.e. they are delayed and not real time.
Lack of integration with other applications.

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Prashant Choudhary

Business Development Manager

EMTEX ENGINEERING PRIVATE LIMITEDMachinery, 201-500 employees

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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.

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Ashley Gennett

Marketing Coordinator

Cosmo DeNicola CompaniesEvents Services, 201-500 employees

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Likelihood to Renew

No score

No answers yet

No answers on this topic

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.

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James Lochran

Sales and Marketing consultant

Independent consultantMarketing and Advertising, 1-10 employees

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Usability

No score

No answers yet

No answers on this topic

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.

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Oral Tosun

Business Owner

MiniFabrikamConsumer Services, 1-10 employees

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Support Rating

No score

No answers yet

No answers on this topic

Zoho CRM 4.0

Based on 4 answers

Horrible experience. They should send regular apologies and refunds to all existing customers.

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Ajay Gupta

Attorney / Founder

Gupta Legal CenterLegal Services, 1-10 employees

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Implementation Rating

No score

No answers yet

No answers on this topic

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

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Ron Sherwood

Senior Account Manager

Novus Media Today Group, LLCOnline Media, 11-50 employees

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Alternatives Considered

ConvergeHub offers the best set of features and the interface that it does at a price that is by far the best out of its competitors. This has been an easy-to-sell product as the maximum amount of clients are startups or SMEs and budget is the main constraint for them, with which the views of ConvergeHub creators seem to align well.

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Prashant Choudhary

Business Development Manager

EMTEX ENGINEERING PRIVATE LIMITEDMachinery, 201-500 employees

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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.

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Scott French

Installer/sales

Right Now MobilityHospital & Health Care, 1-10 employees

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Return on Investment

It helps increase the overall productivity by automating daily routine tasks.
Sales & marketing process becomes easier and more productive.
Workflow management is easier.
Overall productivity increases many-fold.

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Prashant Choudhary

Business Development Manager

EMTEX ENGINEERING PRIVATE LIMITEDMachinery, 201-500 employees

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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.

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Sarah Lohsl

Sales Associate

ICANotes LLCComputer Software, 11-50 employees

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Pricing Details

General

Free Trial

Yes

Free/Freemium Version

—

Premium Consulting/Integration Services

Yes

Entry-level set up fee?

Optional

ConvergeHub Editions & Modules

Edition

Lite	$9¹
Professional	$29¹
Premium	$59¹

per user - per month

Additional Pricing Details

—

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

per user, per month

Additional Pricing Details

—

Rating Summary

ConvergeHub

Zoho CRM

ConvergeHub

Zoho CRM

ConvergeHub

Zoho CRM

ConvergeHub

Zoho CRM

ConvergeHub

Zoho CRM

ConvergeHub

Zoho CRM

ConvergeHub

Zoho CRM

ConvergeHub

Zoho CRM

Likelihood to Recommend

ConvergeHub

Zoho CRM

Feature Rating Comparison

Customer data management / contact management

Workflow management

Territory management

Opportunity management

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

Contract management

Quote & order management

Interaction tracking

Channel / partner relationship management

Case management

Call center management

Help desk management

Lead management

Email marketing

Task management

Billing and invoicing management

Reporting

Pipeline visualization

Customizable reports

Forecasting

Custom fields

API for custom integration

Custom objects

Scripting environment

Mobile access

Role-based user permissions

Single sign-on capability

Social data

Social engagement

Marketing automation

Compensation management

Pros

ConvergeHub

Zoho CRM

Cons

ConvergeHub

Zoho CRM

Likelihood to Renew

ConvergeHub

Zoho CRM

Usability

ConvergeHub

Zoho CRM

Support Rating

ConvergeHub

Zoho CRM

Implementation Rating

ConvergeHub

Zoho CRM

Alternatives Considered

ConvergeHub

Zoho CRM

Return on Investment

ConvergeHub

Zoho CRM

Screenshots

ConvergeHub

Zoho CRM

Pricing Details

General

Free Trial

Free/Freemium Version

Premium Consulting/Integration Services

Entry-level set up fee?

ConvergeHub Editions & Modules

Edition

Additional Pricing Details

General

Free Trial

Free/Freemium Version

Premium Consulting/Integration Services

Entry-level set up fee?

Zoho CRM Editions & Modules

Edition

Additional Pricing Details

Rating Summary