What users are saying about
13 Ratings
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Top Rated
855 Ratings
13 Ratings
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Score 7 out of 100

Zoho CRM

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Top Rated
855 Ratings
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Score 8.3 out of 100

Feature Set Ratings

  • Freshsuccess ranks higher in 1 feature set: Security

Security

10.0

Freshsuccess

100%
8.7

Zoho CRM

87%
Freshsuccess ranks higher in 1/2 features

Role-based user permissions

10.0
100%
5 Ratings
8.7
87%
228 Ratings

Single sign-on capability

N/A
0 Ratings
8.7
87%
204 Ratings

Platform & Infrastructure

7.1

Freshsuccess

71%

Zoho CRM

Feature Set Not Supported
N/A
Freshsuccess ranks higher in 4/4 features

API

7.2
72%
5 Ratings
N/A
0 Ratings

Integration with Salesforce.com

7.2
72%
6 Ratings
N/A
0 Ratings

Integration with Marketo

7.0
70%
1 Rating
N/A
0 Ratings

Integration with Eloqua

7.0
70%
1 Rating
N/A
0 Ratings

Customer Data Extraction / Integration

8.6

Freshsuccess

86%

Zoho CRM

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

Product usage

8.1
81%
6 Ratings
N/A
0 Ratings

Help desk / support tickets

9.1
91%
5 Ratings
N/A
0 Ratings

Customer Success Management

7.1

Freshsuccess

71%

Zoho CRM

Feature Set Not Supported
N/A
Freshsuccess ranks higher in 7/7 features

NPS surveys

7.0
70%
2 Ratings
N/A
0 Ratings

Sponsor tracking

7.0
70%
1 Rating
N/A
0 Ratings

Customer profiles

7.1
71%
5 Ratings
N/A
0 Ratings

Automated workflow

8.0
80%
6 Ratings
N/A
0 Ratings

Internal collaboration

5.3
53%
5 Ratings
N/A
0 Ratings

Customer health scoring

8.1
81%
6 Ratings
N/A
0 Ratings

Customer segmentation

7.2
72%
5 Ratings
N/A
0 Ratings

CSM Reporting & Analytics

7.4

Freshsuccess

74%

Zoho CRM

Feature Set Not Supported
N/A
Freshsuccess ranks higher in 4/4 features

Customer health trends

9.1
91%
6 Ratings
N/A
0 Ratings

Engagement analytics

7.0
70%
6 Ratings
N/A
0 Ratings

Revenue forecasting

4.4
44%
4 Ratings
N/A
0 Ratings

Dashboards

9.1
91%
6 Ratings
N/A
0 Ratings

Sales Force Automation

Freshsuccess

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%
246 Ratings

Workflow management

N/A
0 Ratings
8.0
80%
233 Ratings

Territory management

N/A
0 Ratings
7.8
78%
175 Ratings

Opportunity management

N/A
0 Ratings
8.3
83%
222 Ratings

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

N/A
0 Ratings
7.8
78%
221 Ratings

Contract management

N/A
0 Ratings
8.3
83%
177 Ratings

Quote & order management

N/A
0 Ratings
7.9
79%
175 Ratings

Interaction tracking

N/A
0 Ratings
8.0
80%
219 Ratings

Channel / partner relationship management

N/A
0 Ratings
7.9
79%
167 Ratings

Customer Service & Support

Freshsuccess

Feature Set Not Supported
N/A
7.4

Zoho CRM

74%
Zoho CRM ranks higher in 3/3 features

Case management

N/A
0 Ratings
7.6
76%
191 Ratings

Call center management

N/A
0 Ratings
7.3
73%
154 Ratings

Help desk management

N/A
0 Ratings
7.5
75%
173 Ratings

Marketing Automation

Freshsuccess

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%
229 Ratings

Email marketing

N/A
0 Ratings
8.3
83%
194 Ratings

CRM Project Management

Freshsuccess

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%
221 Ratings

Billing and invoicing management

N/A
0 Ratings
8.1
81%
161 Ratings

Reporting

N/A
0 Ratings
8.2
82%
212 Ratings

CRM Reporting & Analytics

Freshsuccess

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%
193 Ratings

Pipeline visualization

N/A
0 Ratings
8.2
82%
206 Ratings

Customizable reports

N/A
0 Ratings
8.3
83%
218 Ratings

Customization

Freshsuccess

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
8.5
85%
244 Ratings

Custom objects

N/A
0 Ratings
8.1
81%
191 Ratings

Scripting environment

N/A
0 Ratings
7.5
75%
154 Ratings

API for custom integration

N/A
0 Ratings
7.8
78%
176 Ratings

Social CRM

Freshsuccess

Feature Set Not Supported
N/A
7.9

Zoho CRM

79%
Zoho CRM ranks higher in 2/2 features

Social data

N/A
0 Ratings
8.0
80%
148 Ratings

Social engagement

N/A
0 Ratings
7.8
78%
142 Ratings

Integrations with 3rd-party Software

Freshsuccess

Feature Set Not Supported
N/A
7.7

Zoho CRM

77%
Zoho CRM ranks higher in 2/2 features

Marketing automation

N/A
0 Ratings
7.9
79%
183 Ratings

Compensation management

N/A
0 Ratings
7.4
74%
121 Ratings

Platform

Freshsuccess

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%
205 Ratings

Attribute Ratings

  • Zoho CRM is rated higher in 1 area: Likelihood to Recommend

Likelihood to Recommend

6.3

Freshsuccess

63%
6 Ratings
8.5

Zoho CRM

85%
276 Ratings

Likelihood to Renew

Freshsuccess

N/A
0 Ratings
8.8

Zoho CRM

88%
36 Ratings

Usability

Freshsuccess

N/A
0 Ratings
8.3

Zoho CRM

83%
179 Ratings

Availability

Freshsuccess

N/A
0 Ratings
8.0

Zoho CRM

80%
4 Ratings

Performance

Freshsuccess

N/A
0 Ratings
6.5

Zoho CRM

65%
4 Ratings

Support Rating

Freshsuccess

N/A
0 Ratings
8.2

Zoho CRM

82%
76 Ratings

In-Person Training

Freshsuccess

N/A
0 Ratings
7.0

Zoho CRM

70%
2 Ratings

Online Training

Freshsuccess

N/A
0 Ratings
8.5

Zoho CRM

85%
6 Ratings

Implementation Rating

Freshsuccess

N/A
0 Ratings
8.2

Zoho CRM

82%
16 Ratings

Configurability

Freshsuccess

N/A
0 Ratings
8.2

Zoho CRM

82%
128 Ratings

Contract Terms and Pricing Model

Freshsuccess

N/A
0 Ratings
9.4

Zoho CRM

94%
22 Ratings

Ease of integration

Freshsuccess

N/A
0 Ratings
7.9

Zoho CRM

79%
3 Ratings

Product Scalability

Freshsuccess

N/A
0 Ratings
8.5

Zoho CRM

85%
2 Ratings

Professional Services

Freshsuccess

N/A
0 Ratings
8.5

Zoho CRM

85%
7 Ratings

Vendor post-sale

Freshsuccess

N/A
0 Ratings
8.3

Zoho CRM

83%
3 Ratings

Vendor pre-sale

Freshsuccess

N/A
0 Ratings
8.4

Zoho CRM

84%
3 Ratings

Likelihood to Recommend

Freshworks Inc

Any SaaS company that needs to measure and track the health of client and user accounts will find the data provided by Natero extremely useful. If you have a support team that is tracking tickets, to-do-lists, etc. across different platforms, you'll be happy to know that you can consolidate most of those existing workflows into Natero, making this a single platform for your CES team to keep things running smoothly.
Read full review

Zoho Corporation

The default configuration has been useful from day one. It is easy to learn, and that facilitated rapid adoption. With a little effort, custom fields and formulas can be added to suit particular needs. It is also easy to define custom views and filters, which are "remembered" and available the next time you log on.
Read full review

Pros

Freshworks Inc

  • Love the accounts view to see all my accounts, their health and some helpful stats!
  • The charting is relevant and detailed for customers to understand their usage of our product. The look and feel is very clean and easy to understand.
  • In the account, you can link to other documentation, which is great!
Read full review

Zoho Corporation

  • Provide a shared single source of Customer information (classic CRM)
  • Allow us to easily create automations relevant to each department's functionality
  • CRM allowed us to bring up each department separately using in-house designed views with easily created logic functionality applied to fields within each view
  • Build custom reports and dashboards starting with supplied off the shelf examples
Read full review

Cons

Freshworks Inc

  • Make set up more self-service. We are changing a lot of systems, and it was challenging to have to coordinate every item with Natero.
  • Automatically triggered emails based on certain usage.
Read full review

Zoho Corporation

  • The availability of the case module in all versions. For a small company it is useful but the investment is high.
  • Although web forms are easy to implement, it is not so easy to adapt them to web design.
  • I would like the LinkedIn social network to be included
Read full review

Pricing Details

Freshsuccess

Starting Price

$79 per month

Editions & Modules

Freshsuccess editions and modules pricing
EditionModules
Estate$79 billed annually1
Estate$95 billed monthly2
Forest$129 billed annually3
Forest$150 billed monthly4

Footnotes

  1. per month per user
  2. per month per user
  3. per month per user
  4. per month per user

Offerings

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services

Entry-level set up fee?

No setup fee

Additional Details

Zoho CRM

Starting Price

$14 per month

Editions & Modules

Zoho CRM editions and modules pricing
EditionModules
Standard$14.001
Professional$23.002
Enterprise$40.003
Ultimate$52.004
Plus$57.005

Footnotes

  1. Per User/Per Month
  2. Per User/Per Month
  3. Per User/Per Month
  4. Per User/Per Month
  5. Per User/Per Month

Offerings

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services

Entry-level set up fee?

Optional $14.00

Additional Details

Pricing Info

Likelihood to Renew

Freshworks Inc

No answers on this topic

Zoho Corporation

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.
Read full review

Usability

Freshworks Inc

No answers on this topic

Zoho Corporation

Compared to our previous CRM, Zoho is a breeze. I can look up customers and reports with no issue. There are times when it may be difficult to find something, but I assume that is because I am not in Zoho every day like the sales team is. It does everything we need very simply, so I would definitely recommend it to others.
Read full review

Support Rating

Freshworks Inc

No answers on this topic

Zoho Corporation

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.
Read full review

In-Person Training

Freshworks Inc

No answers on this topic

Zoho Corporation

It was harder to learn when there were mostly real estate users in the room. We are sales solely.
Read full review

Online Training

Freshworks Inc

No answers on this topic

Zoho Corporation

Online training is tough, but Zoho and their partners do a good job of explaining things.
Read full review

Implementation Rating

Freshworks Inc

No answers on this topic

Zoho Corporation

I feel like our implementation went smoothly, certainly better than I had expected. We did run into some issues (which is inevitable when you are implementing it inhouse rather than engaging an external team) but we were really happy with the quality of support we received from Zoho. Whenever we raised an issue to their support team, they either provided us the resolution on the spot or got back to us with an answer in a very acceptable time frame. We were also very happy with the amount of customization Zoho offered in setting up the CRM to the way we needed it to work. Lastly, training our users on it was a smooth experience as well. Zoho has a very detailed help section and their support team is always available.
Read full review

Alternatives Considered

Freshworks Inc

I highly recommend and prefer using Salesforce over Natero. Salesforce allows me to pull in as many fields into a report as I would like, compared to 14 different fields into Natero. I am able to view and make changes to information much quicker than Natero. I like Salesforce much more.
Read full review

Zoho Corporation

Zoho is a much more inexpensive solution compared to Salesforce, yet it provides a lot of the same tools that the leading competitor provides. For us, it came down to the overall value of the product based on the final price to implement and use.
Read full review

Contract Terms and Pricing Model

Freshworks Inc

No answers on this topic

Zoho Corporation

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

Professional Services

Freshworks Inc

No answers on this topic

Zoho Corporation

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.
Read full review

Return on Investment

Freshworks Inc

  • Visibility - We can now see in one place the many dimensions of customer health
  • Focus - Knowing who is in trouble and how that affects the business means teams can focus on key accounts
  • Insight - Natero shows the effectiveness of common actions, therefore we can improve processes over time
Read full review

Zoho Corporation

  • We had Zoho CRM early on when it wasn't quite as robust as it is now, so there have been vast improvements, which also puts us at a disadvantage for falling into old ways of doing things rather than exploring new ways that we always wanted in the beginning.
  • One thing we were able to do is get rid of MailChimp and slowly migrate to Campaigns
  • Eventually I would like to migrate Zoom to Meeting but it's just not quite there yet.
  • Also, I do have to say going just from the CRM to Zoho One was a VAST improvement where many apps were available. At first, I was so disappointed in the CRM but with all the integrations it's been so much better!
Read full review

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