Phonexa vs. Zoho CRM

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Phonexa
Score 8.7 out of 10
N/A
Phonexa is an all-in-one suite for marketing automation that empowers companies to optimize inbound web and call campaigns, and outbound call, email, and SMS campaigns, all while having the ability to enhance consumer journey every step of the way. Complete with seven turnkey solutions, Phonexa's customizable tools for calls, leads, clicks, email, and SMS marketing maximize workflow efficiency for direct advertisers and lead generators alike. Phonexa has the scalability, tools, and partnerships…N/A
Zoho CRM
Score 8.3 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
PhonexaZoho 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
PhonexaZoho CRM
Free Trial
NoYes
Free/Freemium Version
NoYes
Premium Consulting/Integration Services
YesYes
Entry-level Setup FeeNo setup fee$14 /user/month
Additional Details
More Pricing Information
Features
PhonexaZoho CRM
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Phonexa
-
Ratings
Zoho CRM
7.9
271 Ratings
3% above category average
Customer data management / contact management00 Ratings8.3263 Ratings
Workflow management00 Ratings8.0250 Ratings
Territory management00 Ratings7.5185 Ratings
Opportunity management00 Ratings8.3238 Ratings
Integration with email client (e.g., Outlook or Gmail)00 Ratings7.8236 Ratings
Contract management00 Ratings7.8190 Ratings
Quote & order management00 Ratings7.7189 Ratings
Interaction tracking00 Ratings8.1234 Ratings
Channel / partner relationship management00 Ratings7.7180 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Phonexa
-
Ratings
Zoho CRM
7.1
208 Ratings
5% below category average
Case management00 Ratings7.3201 Ratings
Call center management00 Ratings6.9163 Ratings
Help desk management00 Ratings7.2181 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Phonexa
-
Ratings
Zoho CRM
8.2
250 Ratings
9% above category average
Lead management00 Ratings8.3245 Ratings
Email marketing00 Ratings8.1208 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Phonexa
-
Ratings
Zoho CRM
8.0
249 Ratings
6% above category average
Task management00 Ratings8.1235 Ratings
Billing and invoicing management00 Ratings7.8170 Ratings
Reporting00 Ratings7.9228 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Phonexa
-
Ratings
Zoho CRM
7.9
243 Ratings
4% above category average
Forecasting00 Ratings7.7205 Ratings
Pipeline visualization00 Ratings8.0221 Ratings
Customizable reports00 Ratings8.1234 Ratings
Customization
Comparison of Customization features of Product A and Product B
Phonexa
-
Ratings
Zoho CRM
8.0
262 Ratings
5% above category average
Custom fields00 Ratings8.4260 Ratings
Custom objects00 Ratings8.1207 Ratings
Scripting environment00 Ratings7.5168 Ratings
API for custom integration00 Ratings7.9190 Ratings
Security
Comparison of Security features of Product A and Product B
Phonexa
-
Ratings
Zoho CRM
8.6
250 Ratings
3% above category average
Single sign-on capability00 Ratings8.6217 Ratings
Role-based user permissions00 Ratings8.6245 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Phonexa
-
Ratings
Zoho CRM
8.2
157 Ratings
12% above category average
Social data00 Ratings8.2156 Ratings
Social engagement00 Ratings8.1148 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Phonexa
-
Ratings
Zoho CRM
7.6
198 Ratings
6% above category average
Marketing automation00 Ratings7.8195 Ratings
Compensation management00 Ratings7.5129 Ratings
Platform
Comparison of Platform features of Product A and Product B
Phonexa
-
Ratings
Zoho CRM
7.7
217 Ratings
3% above category average
Mobile access00 Ratings7.7217 Ratings
Best Alternatives
PhonexaZoho CRM
Small Businesses
Invoca
Invoca
Score 9.2 out of 10
Salesmate
Salesmate
Score 9.8 out of 10
Medium-sized Companies
Revenue.io
Revenue.io
Score 8.6 out of 10
Creatio
Creatio
Score 9.1 out of 10
Enterprises
Revenue.io
Revenue.io
Score 8.6 out of 10
Creatio
Creatio
Score 9.1 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
PhonexaZoho CRM
Likelihood to Recommend
8.7
(3 ratings)
8.5
(295 ratings)
Likelihood to Renew
-
(0 ratings)
4.3
(33 ratings)
Usability
-
(0 ratings)
8.3
(168 ratings)
Availability
-
(0 ratings)
9.0
(2 ratings)
Performance
-
(0 ratings)
9.0
(2 ratings)
Support Rating
-
(0 ratings)
5.8
(65 ratings)
In-Person Training
-
(0 ratings)
8.0
(1 ratings)
Online Training
-
(0 ratings)
9.1
(5 ratings)
Implementation Rating
-
(0 ratings)
7.3
(10 ratings)
Configurability
-
(0 ratings)
8.1
(110 ratings)
Contract Terms and Pricing Model
-
(0 ratings)
9.5
(21 ratings)
Ease of integration
-
(0 ratings)
7.2
(2 ratings)
Product Scalability
-
(0 ratings)
10.0
(1 ratings)
Professional Services
-
(0 ratings)
8.3
(7 ratings)
Vendor post-sale
-
(0 ratings)
9.6
(2 ratings)
Vendor pre-sale
-
(0 ratings)
9.2
(2 ratings)
User Testimonials
PhonexaZoho CRM
Likelihood to Recommend
Phonexa
This is an all-inclusive lead management system and has the features to satisfy a multitude of businesses. The system helps spot data trends within minutes and gives managers and business owners the best analytical tools I've ever seen to date. It's best if you're looking to find ways to optimize and explore opportunities. It's also easily integrated and there's always a support team that's readily available to help you.
Read full review
Zoho
We searched different CRM platforms and noticed that ZOHO was well-priced, but some reviews said it didn't support forms well. IN our case, we already had forms on our wp site, so we did not need to use that aspect. instead, we used an integrator, so I don't have a review on that aspect of the CRM as we're not using that feature. This works for our company, so we are not using the standard automation with zoho forms
Read full review
Pros
Phonexa
  • Trouble shoots any technical issues that you may come in contact with.
  • Has made it user friendly for even those who are not too computer savvy.
  • Reporting feature has multiple view options dependent on what you're looking for.
Read full review
Zoho
  • Zoho CRM has so much space to capture lots of information.
  • Zoho CRM can be customized for your organization's needs.
  • Zoho CRM is great for running reports to help make business decisions.
  • We love all the different dashboards we can create.
Read full review
Cons
Phonexa
  • Adding a how to guide for all the hundreds of features it has.
Read full review
Zoho
  • requires an initial input of information about a potential client - this would be better if it auto-filled with the quote request's information
  • can be a bit confusing navigating the stages of a potential sale, but not too bad
  • a tab or link to all open sales quotes would be nice
Read full review
Likelihood to Renew
Phonexa
No answers on this topic
Zoho
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.
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Usability
Phonexa
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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Support Rating
Phonexa
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
Phonexa
No answers on this topic
Zoho
It was harder to learn when there were mostly real estate users in the room. We are sales solely.
Read full review
Online Training
Phonexa
No answers on this topic
Zoho
Online training is tough, but Zoho and their partners do a good job of explaining things.
Read full review
Implementation Rating
Phonexa
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
Phonexa
No answers on this topic
Zoho
Zoho is the only product we have used. Our company is fairly new and before purchasing Zoho a few years ago, client files were only saved and looked at through our company server. Because of how great Zoho has been, we have never considered looking for another product because there really is no need
Read full review
Contract Terms and Pricing Model
Phonexa
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
Read full review
Professional Services
Phonexa
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.
Read full review
Return on Investment
Phonexa
  • Increased business opportunities.
  • Built/analyzed the competition.
Read full review
Zoho
  • Zoho CRM has cut in half the time it would take to derive data via its reporting tool
  • Sharing information within the business is extremely easy and is another time saver
  • Company revenue growth 10-12% YoY due to forecasting models provided by Zoho
Read full review
ScreenShots

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.