What users are saying about
38 Ratings
Top Rated
431 Ratings
38 Ratings
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Score 6.6 out of 100
Top Rated
431 Ratings
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Score 7.8 out of 100

Likelihood to Recommend

OpenAir PSA

This product is well suited for an organization that is focused on client services, project delivery, time tracking, expense reporting, and revenue recognition. From a pure project management perspective, this product is not as feature rich as say Microsoft Project Server. For organizations that are looking for detailed complex project plan and resource management (along with resource leveling, etc.), this is probably not the best suited product
Anonymous | 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

Project Management

OpenAir PSA
5.2
Zoho CRM
Task Management
OpenAir PSA
5.0
Zoho CRM
Resource Management
OpenAir PSA
7.9
Zoho CRM
Gantt Charts
OpenAir PSA
4.7
Zoho CRM
Scheduling
OpenAir PSA
8.9
Zoho CRM
Workflow Automation
OpenAir PSA
3.7
Zoho CRM
Team Collaboration
OpenAir PSA
4.5
Zoho CRM
Support for Agile Methodology
OpenAir PSA
4.1
Zoho CRM
Support for Waterfall Methodology
OpenAir PSA
5.7
Zoho CRM
Document Management
OpenAir PSA
4.0
Zoho CRM
Email integration
OpenAir PSA
3.7
Zoho CRM
Mobile Access
OpenAir PSA
6.2
Zoho CRM
Timesheet Tracking
OpenAir PSA
7.4
Zoho CRM
Change request and Case Management
OpenAir PSA
3.5
Zoho CRM
Budget and Expense Management
OpenAir PSA
3.8
Zoho CRM

Professional Services Automation

OpenAir PSA
6.1
Zoho CRM
Quotes/estimates
OpenAir PSA
5.4
Zoho CRM
Invoicing
OpenAir PSA
7.4
Zoho CRM
Project & financial reporting
OpenAir PSA
5.0
Zoho CRM
Integration with accounting software
OpenAir PSA
6.6
Zoho CRM

Sales Force Automation

OpenAir PSA
Zoho CRM
7.8
Customer data management / contact management
OpenAir PSA
Zoho CRM
8.1
Workflow management
OpenAir PSA
Zoho CRM
8.1
Territory management
OpenAir PSA
Zoho CRM
7.8
Opportunity management
OpenAir PSA
Zoho CRM
8.0
Integration with email client (e.g., Outlook or Gmail)
OpenAir PSA
Zoho CRM
7.2
Contract management
OpenAir PSA
Zoho CRM
7.6
Quote & order management
OpenAir PSA
Zoho CRM
7.5
Interaction tracking
OpenAir PSA
Zoho CRM
8.3
Channel / partner relationship management
OpenAir PSA
Zoho CRM
7.5

Customer Service & Support

OpenAir PSA
Zoho CRM
7.6
Case management
OpenAir PSA
Zoho CRM
7.7
Call center management
OpenAir PSA
Zoho CRM
7.4
Help desk management
OpenAir PSA
Zoho CRM
7.7

Marketing Automation

OpenAir PSA
Zoho CRM
8.1
Lead management
OpenAir PSA
Zoho CRM
8.1
Email marketing
OpenAir PSA
Zoho CRM
8.0

CRM Project Management

OpenAir PSA
Zoho CRM
7.9
Task management
OpenAir PSA
Zoho CRM
8.1
Billing and invoicing management
OpenAir PSA
Zoho CRM
7.7
Reporting
OpenAir PSA
Zoho CRM
7.9

CRM Reporting & Analytics

OpenAir PSA
Zoho CRM
8.1
Forecasting
OpenAir PSA
Zoho CRM
7.9
Pipeline visualization
OpenAir PSA
Zoho CRM
8.1
Customizable reports
OpenAir PSA
Zoho CRM
8.3

Customization

OpenAir PSA
Zoho CRM
8.4
Custom fields
OpenAir PSA
Zoho CRM
8.5
Custom objects
OpenAir PSA
Zoho CRM
8.4
Scripting environment
OpenAir PSA
Zoho CRM
8.5
API for custom integration
OpenAir PSA
Zoho CRM
8.1

Security

OpenAir PSA
Zoho CRM
8.3
Single sign-on capability
OpenAir PSA
Zoho CRM
8.2
Role-based user permissions
OpenAir PSA
Zoho CRM
8.4

Social CRM

OpenAir PSA
Zoho CRM
7.4
Social data
OpenAir PSA
Zoho CRM
7.4
Social engagement
OpenAir PSA
Zoho CRM
7.4

Integrations with 3rd-party Software

OpenAir PSA
Zoho CRM
7.5
Marketing automation
OpenAir PSA
Zoho CRM
7.7
Compensation management
OpenAir PSA
Zoho CRM
7.4

Platform

OpenAir PSA
Zoho CRM
7.1
Mobile access
OpenAir PSA
Zoho CRM
7.1

Pros

OpenAir PSA

  • Netsuite OpenAir PSA is highly configurable and has a large ecosystem of assets to work with.
  • Tasks are easily designed to automate processes in your business workflow.
  • OpenAir is designed in such a way that it can communicate and receive information from external systems without having to re-engineer your systems to make them work if you are following standard business practice.
Anonymous | 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

OpenAir PSA

  • Compared to QuickArrow, setting up reports to reflect the data accurately seemed to require a bit more consultant time and collaboration. Getting the numbers correct is essential, so budget extra time for this iniative. We also learned that certain calculations can not be displayed in the executive dashboards. Ask these questions upfront to ensure your dashboards are complete for your needs (again, working backwards in the preparation stages).
  • Compared to QuickArrow, NetSuite OpenAir PSA falls short in the resource management capabilities. UI, flexibility, and scheduling options all could be improved. This is on their roadmap, timeline yet to be defined. Scheduling is vitally important to our company and this is THE area where we feel is the applications weakest. However, the application does provide everything critical to scheduling and provided the elements we needed in order to be successful. We altered our scheduling process accordingly.
  • During our System Administration 3 day online training, when a question was asked about detailed functionality, sometimes the trainer would share..."Yes, OpenAir has a configuration for that. Just inquire with your consultant and they can flip that flag in your instance." The responsibility for obtaining these special application configurations was placed on the System Admin [in training] to ask and to take notes. If your company needs the application to work a certain way, speak up and ask your OA consultant. There seems to be MANY flags that can be flipped in the background to allow for the system to meet your needs. My complaint is that these are not published, rather made available if one inquires.
  • OpenAir is able to generate invoices directly and we strongly encourage using this feature to keep everything housed under one application. However, this did not work for our organization and we leveraged a financial integration. A bit of a pioneer integrating with Softrax -- the integration works well, however is quite fragile. We do receive appropriate support when needed, but would prefer the integration to be a bit more stable. We recommend integrating with their stated supported financial systems, as staying the course will likely net a more stable integration.
Anonymous | 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

OpenAir PSA

OpenAir PSA 8.2
Based on 7 answers
It all depends. We are still looking at moving our consultants to Oracle PAC, in order to get our financial systems in line (we use Oracle Financials currently). We are feeling a lot of pain with integration and segmented systems.

Ultimately,it depends on how much pain is felt there. OpenAir has given us a path to follow on from QuickArrow. I foresee either moving onto Oracle PAC by end of calendar, or staying on OpenAir.

OpenAir to Oracle integration is not easy. From a reporting and process perspective, there’s been pain from being in different systems
Anonymous | 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

OpenAir PSA

OpenAir PSA 9.4
Based on 4 answers
In this day and age I should not have to read a manual to understand a product. It should be intuitive to administrate and perform basic tasks. It feels like a ton of intelligence was poured into making OpenAir feature rich but no where near as much attention was given to the user experience.
Anonymous | 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

OpenAir PSA

OpenAir PSA 10.0
Based on 3 answers
The system up time was reliable and that was never anything we ever had any concerns/issues with.
Anonymous | TrustRadius Reviewer

Zoho CRM

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

Performance

OpenAir PSA

OpenAir PSA 9.0
Based on 3 answers
The performance was acceptable. If you had a very large data set you were working with it might take a little longer, but within reason.
Anonymous | TrustRadius Reviewer

Zoho CRM

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

Support Rating

OpenAir PSA

OpenAir PSA 5.3
Based on 6 answers
As an admin, I've had more contact with OA support than most. I've found their response to tickets typically timely and helpful, however many of the responses to tickets are "we will file an enhancement request" and then I never hear about it again. So not terrible, but not a very fulfilling experience.
Bryan Parry | 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

In-Person Training

OpenAir PSA

OpenAir PSA 10.0
Based on 2 answers
Very knowledgeable and able to articulate how other customers configured the solution to meet their needs as well as the best practices they recommended.
Anonymous | TrustRadius Reviewer

Zoho CRM

No score
No answers yet
No answers on this topic

Online Training

OpenAir PSA

No score
No answers yet
We did a 3 day online remote course back in April. NetSuite prefers training to occur before migration. We went over the functionality of tool and three months later we migrated. Personally, I didn’t find it that beneficial. Certain parts of it were beneficial as they applied to me – talked a lot about invoicing capabilities that didn’t apply to me. They also have knowledge base / e-learning assets, but I haven’t referred to them
Anonymous | TrustRadius Reviewer

Zoho CRM

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

Implementation Rating

OpenAir PSA

OpenAir PSA 10.0
Based on 2 answers
It went fine. Everything came over the way we wanted. In addition to migrating the current projects we wanted to migrate historical data – did that seamlessly. The finished product looked pretty good – just needed to tweak – and they helped us with that
Anonymous | 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

OpenAir PSA

Previously we used a custom application running on top of Oracle ERP. One of the reasons we chose OpenAIR was because it was covering our requirements for time tracking and project/resource management, much better than the custom app. In addition we got other features like: project teams, task assignments etc. Another reason we chose it was its integration with NetSuite which we have chosen to be our new ERP, integration that is still very basic.
Cristian Bodnarasec | 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

OpenAir PSA

OpenAir PSA 10.0
Based on 2 answers
Once the system is setup, it's easy to manage and maintain.
Anonymous | TrustRadius Reviewer

Zoho CRM

No score
No answers yet
No answers on this topic

Return on Investment

OpenAir PSA

  • OpenAir allows our organization to fully understand our resourcing needs, which helps provide background info when scoping new SOWs. This means our SOWs and timelines are more accurate and budgeted correctly.
  • OpenAir saves time for our organization, which ultimately helps us become more efficient in our work.
Anonymous | 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

OpenAir PSA

General

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

OpenAir PSA 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

OpenAir PSA
6.7
Zoho CRM
8.0

Likelihood to Renew

OpenAir PSA
8.2
Zoho CRM
7.6

Usability

OpenAir PSA
9.4
Zoho CRM
8.0

Reliability and Availability

OpenAir PSA
10.0
Zoho CRM
9.0

Performance

OpenAir PSA
9.0
Zoho CRM
9.0

Support Rating

OpenAir PSA
5.3
Zoho CRM
4.0

In-Person Training

OpenAir PSA
10.0
Zoho CRM

Online Training

OpenAir PSA
Zoho CRM
8.2

Implementation Rating

OpenAir PSA
10.0
Zoho CRM
8.0

Scalability

OpenAir PSA
10.0
Zoho CRM

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