iMIS vs. Zoho CRM

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
iMIS
Score 4.4 out of 10
N/A
iMIS EMS is an Engagement Management System (EMS) – fusing database management and web publishing into a single system – to drive operational efficiencies, revenue growth, and continuous performance improvement. Harnessing the power of Microsoft Azure’s cloud platform, iMIS EMS is purpose-built to meet the most important challenge facing associations and non-profits – Engagement.N/A
Zoho CRM
Score 8.4 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.
$14
per month
Pricing
iMISZoho CRM
Editions & Modules
No answers on this topic
Standard
$14.00
Per User/Per Month
Professional
$23.00
Per User/Per Month
Enterprise
$40.00
Per User/Per Month
Ultimate
$52.00
Per User/Per Month
Plus
$57.00
Per User/Per Month
Offerings
Pricing Offerings
iMISZoho CRM
Free Trial
NoYes
Free/Freemium Version
NoYes
Premium Consulting/Integration Services
YesYes
Entry-level Setup FeeRequired$14 /user/month
Additional DetailsContact for Quote
More Pricing Information
Community Pulse
iMISZoho CRM
Features
iMISZoho CRM
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
iMIS
-
Ratings
Zoho CRM
8.1
288 Ratings
5% above category average
Customer data management / contact management00 Ratings8.4279 Ratings
Workflow management00 Ratings8.1266 Ratings
Territory management00 Ratings8.1196 Ratings
Opportunity management00 Ratings8.4253 Ratings
Integration with email client (e.g., Outlook or Gmail)00 Ratings8.0248 Ratings
Contract management00 Ratings8.2203 Ratings
Quote & order management00 Ratings7.9203 Ratings
Interaction tracking00 Ratings7.8249 Ratings
Channel / partner relationship management00 Ratings7.7192 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
iMIS
-
Ratings
Zoho CRM
7.8
221 Ratings
3% above category average
Case management00 Ratings8.0213 Ratings
Call center management00 Ratings7.4172 Ratings
Help desk management00 Ratings8.1189 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
iMIS
-
Ratings
Zoho CRM
8.1
266 Ratings
6% above category average
Lead management00 Ratings8.2261 Ratings
Email marketing00 Ratings8.1219 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
iMIS
-
Ratings
Zoho CRM
8.2
263 Ratings
7% above category average
Task management00 Ratings8.3248 Ratings
Billing and invoicing management00 Ratings8.0180 Ratings
Reporting00 Ratings8.2242 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
iMIS
-
Ratings
Zoho CRM
8.1
258 Ratings
7% above category average
Forecasting00 Ratings8.0216 Ratings
Pipeline visualization00 Ratings8.0235 Ratings
Customizable reports00 Ratings8.3249 Ratings
Customization
Comparison of Customization features of Product A and Product B
iMIS
-
Ratings
Zoho CRM
7.9
277 Ratings
4% above category average
Custom fields00 Ratings8.3275 Ratings
Custom objects00 Ratings7.9222 Ratings
Scripting environment00 Ratings7.5178 Ratings
API for custom integration00 Ratings8.0203 Ratings
Security
Comparison of Security features of Product A and Product B
iMIS
-
Ratings
Zoho CRM
8.2
266 Ratings
1% below category average
Single sign-on capability00 Ratings8.3231 Ratings
Role-based user permissions00 Ratings8.2261 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
iMIS
-
Ratings
Zoho CRM
8.0
165 Ratings
9% above category average
Social data00 Ratings8.0164 Ratings
Social engagement00 Ratings7.9156 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
iMIS
-
Ratings
Zoho CRM
8.2
210 Ratings
12% above category average
Marketing automation00 Ratings8.4207 Ratings
Compensation management00 Ratings8.0138 Ratings
Platform
Comparison of Platform features of Product A and Product B
iMIS
-
Ratings
Zoho CRM
8.2
230 Ratings
10% above category average
Mobile access00 Ratings8.2230 Ratings
Best Alternatives
iMISZoho CRM
Small Businesses

No answers on this topic

Salesmate
Salesmate
Score 9.8 out of 10
Medium-sized Companies

No answers on this topic

Creatio
Creatio
Score 9.2 out of 10
Enterprises

No answers on this topic

Creatio
Creatio
Score 9.2 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
iMISZoho CRM
Likelihood to Recommend
6.0
(6 ratings)
8.3
(312 ratings)
Likelihood to Renew
-
(0 ratings)
7.6
(42 ratings)
Usability
-
(0 ratings)
8.0
(172 ratings)
Availability
-
(0 ratings)
8.9
(7 ratings)
Performance
-
(0 ratings)
8.3
(8 ratings)
Support Rating
-
(0 ratings)
6.5
(69 ratings)
In-Person Training
-
(0 ratings)
8.0
(1 ratings)
Online Training
-
(0 ratings)
5.8
(8 ratings)
Implementation Rating
-
(0 ratings)
5.4
(16 ratings)
Configurability
-
(0 ratings)
5.2
(114 ratings)
Contract Terms and Pricing Model
-
(0 ratings)
9.5
(21 ratings)
Ease of integration
-
(0 ratings)
7.1
(5 ratings)
Product Scalability
-
(0 ratings)
6.3
(6 ratings)
Professional Services
-
(0 ratings)
8.3
(7 ratings)
Vendor post-sale
-
(0 ratings)
8.1
(13 ratings)
Vendor pre-sale
-
(0 ratings)
8.2
(13 ratings)
User Testimonials
iMISZoho CRM
Likelihood to Recommend
Advanced Solutions International, Inc.
iMIS Engagement Management System is well suited for associations or other non-profits that operate without a lot of bells and whistles. So far in my experience if you want to do more sophisticated operations, marketing in my specific role, then iMIS Engagement Management System may not be the best AMS. It does the basics well but the more high-powered you want to get then the more it's going to cost by having your vendor of choice to work to enhance or upgrade what you have.
Read full review
Zoho
Interfacing with our target clients at the correct minute is crucial in today's society. Another valuable include is its capacity to coordinated with other programs. It helps me in keeping track of the every day work emails I send to my colleagues or get. Zoho CRM makes it straightforward to consequence or send out information agreeing to our needs. Zoho makes a difference keep in mind individuals by means of e-mail and pop-ups, which dispenses with the issue of overlooking follow-ups and reminders. This not as it were helps within the organization of this incredible instrument but moreover within the execution of data.
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Pros
Advanced Solutions International, Inc.
  • One-stop-shop. I love that we have one system that will track our income, manage membership, email contacts, manage our website and pull reports.
  • Response time on support tickets. Whenever I have a problem using iMIS, I can either log into their support site to submit a help ticket or send it directly from my email account. Someone normally responds to me within the hour and then I will get a solution within the day no matter the time of day I submit the ticket.
  • Easy to use widgets. I love using widgets to pull a page together. They have slideshow widgets that use on a daily basis. There are also forum widgets and widgets to pull an already created query to a page you choose to display this information on.
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Zoho
  • Hooks into our website and can import data from forms.
  • Has great automation tools built in.
  • Reporting features are great.
  • Easy to learn, makes it easy for us to onboard new users onto it.
  • Fairly customizable. We have fine tuned it to work the way we need it to.
Read full review
Cons
Advanced Solutions International, Inc.
  • System Performance: iMIS has always seemed to have had performance issues....sluggish specifically. Though some of that may be in part to some of our customizations, but we don’t think so.
  • Integrations with 3rd Party Products: we would like to see more integrations with 3rd party apps.
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Zoho
  • Need some way to switch a field type without losing the pre-existing data.
  • The settings controls should be broken out differently - I don't like that I can't keep some users from exporting all contact records (i.e., the entire Contacts module) because if the export function is turned off, the export function of Reports for those same modules is also blocked.
  • Frustrating that only 3 custom lookup fields are allowed per module in our license.
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Likelihood to Renew
Advanced Solutions International, Inc.
No answers on this topic
Zoho
i have already renewed my subscription twice. I am in the 3rd Year now. I have been using it for a while and have been recommending to my friends as well.. have attended ZOHOLICs the annual program of zoho and it gave me new insights of managing the crm solutoin.
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Usability
Advanced Solutions International, Inc.
No answers on this topic
Zoho
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.
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Reliability and Availability
Advanced Solutions International, Inc.
No answers on this topic
Zoho
In my many years using Zoho, I think there were only 1 or 2 days when there was something happening and I was not able to log in. Sure, it wasn't fun and we all panicked a bit, but right after that, all was well and work-life continued. Being cloud based, I'm never worried about losing my iPhone, iPad or Laptop as I know I can log in anywhere on any device and workflow won't stop.
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Performance
Advanced Solutions International, Inc.
No answers on this topic
Zoho
I don't recall every having any issues with a page not loading due to it being a Zoho issue. Anytime I've had any issues with something being wonky, I clear cache and that has always solved the problem. Or a simply computer reboot and we're back, hard at work. Look, I don't expect any product to delivery 100%, 100% of the time but if I had any consistent ongoing issues, I would have left many years ago. I still keep my eyes open to what is new but after a quick evaluation, I know Zoho will long be my home.
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Support Rating
Advanced Solutions International, Inc.
No answers on this topic
Zoho
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.
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In-Person Training
Advanced Solutions International, Inc.
No answers on this topic
Zoho
I attended a Zoho-Holics event in Austin, TX, several years ago, and it blew my mind. So many industries were represented using Zoho in so many different ways. It was unbelievable all that I learned from that experience, as there were features that I wasn't aware of that I immediately started using. Best of all, the trainers were patient and knowledgeable
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Online Training
Advanced Solutions International, Inc.
No answers on this topic
Zoho
There is an endless supply of YouTube videos from Zoho and the many Zoho partners/consultants. Plus, Zoho has it's own library of training videos and webinars to learn from plus an entire community at the ready to answer any questions. While Zoho has been available for many years, there are constantly new training videos and webinars available for the novice and the experienced users.
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Implementation Rating
Advanced Solutions International, Inc.
No answers on this topic
Zoho
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
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Alternatives Considered
Advanced Solutions International, Inc.
I think both are great tools. They both have their strengths and weaknesses. I really like the CMS component that comes with iMIS. It is important for an organization to be able to quickly build websites to engage their members. iMIS provides tools to do this out of the box.
Read full review
Zoho
Free user access was one reason to use it more than any other software. Also, for a mid-size organization, the Salesforce cost was a little higher, and Pipedrive was almost similar to Zoho. As we were already using Zoho, we found no urgency to switch.
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Contract Terms and Pricing Model
Advanced Solutions International, Inc.
No answers on this topic
Zoho
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
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Scalability
Advanced Solutions International, Inc.
No answers on this topic
Zoho
We're still in the early stages of scaling this across departments. We have high aspirations of doing this, but it takes time to migrate to the new system and to help people get acquainted of doing their work in a different way thru Zoho.
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Professional Services
Advanced Solutions International, Inc.
No answers on this topic
Zoho
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.
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Return on Investment
Advanced Solutions International, Inc.
  • iMIS had a neutral impact on my non-profit organization's overall business objectives. Both the finance and department teams just worked around the limitations that iMIS had.
Read full review
Zoho
  • because we are new to the CRM world, we wanted a product that was reasonably priced, yet had the features we were looking for
  • we have found a much higher customer engagement rate and ROI
  • we used to "lose" customers in our makeshift process. Now, all customers are being attended to.
Read full review
ScreenShots

iMIS Screenshots

Screenshot of iMIS Contact DashboardScreenshot of iMIS Membership DashboardScreenshot of iMIS Fundraising DashboardScreenshot of iMIS Commerce DashboardScreenshot of iMIS Events Dashboard

Zoho CRM Screenshots

Screenshot of Deals - Cash in on all opportunities. Close more deals. Great sales management is all about prioritizing, tracking, and monitoring the deals in your pipeline. Zoho CRM gives you everything you need to manage deals across territories and sales structures.Screenshot of Activities - Keep track of all the tasks, meetings, calls, events, or activity records. Neatly organize the numerous records along with the activities associated to them such as follow-up, pre sales and post sales activities, phone conversations etc.