What users are saying about
23 Ratings
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Top Rated
859 Ratings
23 Ratings
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Score 8.4 out of 100

Zoho CRM

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Top Rated
859 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>
Score 8.3 out of 100

Feature Set Ratings

  • Salesflare ranks higher in 5 feature sets: Customer Service & Support, Customization, Social CRM, Integrations with 3rd-party Software, Platform
  • Zoho CRM ranks higher in 4 feature sets: Marketing Automation, CRM Project Management, CRM Reporting & Analytics, Security
  • Salesflare and Zoho CRM are tied in 1 feature set: Sales Force Automation

Sales Force Automation

8.0

Salesflare

80%
8.0

Zoho CRM

80%
Salesflare ranks higher in 6/9 features

Customer data management / contact management

8.5
85%
11 Ratings
8.4
84%
256 Ratings

Workflow management

8.2
82%
11 Ratings
8.0
80%
243 Ratings

Territory management

5.1
51%
2 Ratings
7.8
78%
180 Ratings

Opportunity management

8.1
81%
11 Ratings
8.3
83%
231 Ratings

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

9.1
91%
11 Ratings
7.8
78%
229 Ratings

Contract management

10.0
100%
1 Rating
8.3
83%
184 Ratings

Quote & order management

6.1
61%
2 Ratings
7.8
78%
182 Ratings

Interaction tracking

8.6
86%
11 Ratings
8.0
80%
227 Ratings

Channel / partner relationship management

8.2
82%
7 Ratings
7.9
79%
173 Ratings

Customer Service & Support

8.3

Salesflare

83%
7.4

Zoho CRM

74%
Salesflare ranks higher in 2/3 features

Case management

9.0
90%
1 Rating
7.6
76%
196 Ratings

Call center management

7.0
70%
1 Rating
7.3
73%
158 Ratings

Help desk management

9.0
90%
1 Rating
7.5
75%
177 Ratings

Marketing Automation

8.2

Salesflare

82%
8.4

Zoho CRM

84%
Zoho CRM ranks higher in 2/2 features

Lead management

8.2
82%
10 Ratings
8.5
85%
237 Ratings

Email marketing

8.2
82%
9 Ratings
8.3
83%
200 Ratings

CRM Project Management

8.0

Salesflare

80%
8.2

Zoho CRM

82%
Zoho CRM ranks higher in 3/3 features

Task management

8.0
80%
11 Ratings
8.3
83%
229 Ratings

Billing and invoicing management

8.0
80%
1 Rating
8.1
81%
166 Ratings

Reporting

8.0
80%
11 Ratings
8.2
82%
221 Ratings

CRM Reporting & Analytics

8.0

Salesflare

80%
8.1

Zoho CRM

81%
Zoho CRM ranks higher in 2/3 features

Forecasting

7.6
76%
9 Ratings
7.9
79%
200 Ratings

Pipeline visualization

8.9
89%
11 Ratings
8.2
82%
215 Ratings

Customizable reports

7.6
76%
10 Ratings
8.3
83%
227 Ratings

Customization

8.8

Salesflare

88%
8.0

Zoho CRM

80%
Salesflare ranks higher in 2/4 features

Custom fields

8.3
83%
10 Ratings
8.5
85%
253 Ratings

Custom objects

10.0
100%
2 Ratings
8.1
81%
200 Ratings

API for custom integration

8.2
82%
10 Ratings
7.8
78%
183 Ratings

Scripting environment

N/A
0 Ratings
7.6
76%
159 Ratings

Security

8.2

Salesflare

82%
8.7

Zoho CRM

87%
Zoho CRM ranks higher in 2/2 features

Single sign-on capability

8.4
84%
7 Ratings
8.7
87%
213 Ratings

Role-based user permissions

8.0
80%
10 Ratings
8.7
87%
238 Ratings

Social CRM

8.4

Salesflare

84%
7.9

Zoho CRM

79%
Salesflare ranks higher in 2/2 features

Social data

8.5
85%
8 Ratings
8.0
80%
152 Ratings

Social engagement

8.3
83%
8 Ratings
7.8
78%
145 Ratings

Integrations with 3rd-party Software

8.7

Salesflare

87%
7.6

Zoho CRM

76%
Salesflare ranks higher in 2/2 features

Marketing automation

8.4
84%
8 Ratings
7.9
79%
190 Ratings

Compensation management

9.0
90%
1 Rating
7.3
73%
126 Ratings

Platform

8.7

Salesflare

87%
7.9

Zoho CRM

79%
Salesflare ranks higher in 1/1 features

Mobile access

8.7
87%
11 Ratings
7.9
79%
213 Ratings

Attribute Ratings

  • Salesflare is rated higher in 3 areas: Likelihood to Recommend, Usability, Support Rating

Likelihood to Recommend

9.0

Salesflare

90%
11 Ratings
8.5

Zoho CRM

85%
287 Ratings

Likelihood to Renew

Salesflare

N/A
0 Ratings
8.8

Zoho CRM

88%
36 Ratings

Usability

8.9

Salesflare

89%
9 Ratings
8.3

Zoho CRM

83%
179 Ratings

Availability

Salesflare

N/A
0 Ratings
8.0

Zoho CRM

80%
4 Ratings

Performance

Salesflare

N/A
0 Ratings
6.5

Zoho CRM

65%
4 Ratings

Support Rating

9.1

Salesflare

91%
9 Ratings
8.2

Zoho CRM

82%
76 Ratings

In-Person Training

Salesflare

N/A
0 Ratings
7.0

Zoho CRM

70%
2 Ratings

Online Training

Salesflare

N/A
0 Ratings
8.5

Zoho CRM

85%
6 Ratings

Implementation Rating

Salesflare

N/A
0 Ratings
8.2

Zoho CRM

82%
16 Ratings

Configurability

Salesflare

N/A
0 Ratings
8.2

Zoho CRM

82%
128 Ratings

Contract Terms and Pricing Model

Salesflare

N/A
0 Ratings
9.4

Zoho CRM

94%
22 Ratings

Ease of integration

Salesflare

N/A
0 Ratings
7.9

Zoho CRM

79%
3 Ratings

Product Scalability

Salesflare

N/A
0 Ratings
8.5

Zoho CRM

85%
2 Ratings

Professional Services

Salesflare

N/A
0 Ratings
8.5

Zoho CRM

85%
7 Ratings

Vendor post-sale

Salesflare

N/A
0 Ratings
8.3

Zoho CRM

83%
3 Ratings

Vendor pre-sale

Salesflare

N/A
0 Ratings
8.4

Zoho CRM

84%
3 Ratings

Likelihood to Recommend

Salesflare

In my opinion, Salesflare is an excellent CRM for small businesses. It includes everything a small business needs to manage leads, deals, and contacts in one convenient location. When a client needs more information or something done, I can quickly record it in their account—perfect for B2B SaaS and small businesses selling B2B in general.
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

Salesflare

  • Zero learning curve, one-minute setup and dead easy to integrate with complementary tools.
  • Powerful data automation features so everything you do has maximum bottom-line impact.
  • Stellar customer support: response is quick and the team really goes out of their way to solve your specific problems. Up to setting up custom solutions for you.
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

Salesflare

  • It works wonderfully as a CRM for freelancers, consultants and small teams but feels like it would become more difficult to integrate with larger teams
  • Sometimes have issues with email syncing with missing emails or having to reconnect my email to Salesflare
  • Emails are sent from the app using their own servers, I would prefer to send via my own email system (Gsuite) for better delivery
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

Salesflare

Starting Price

$29 per user per month

Editions & Modules

Salesflare editions and modules pricing
EditionModules
Growth291
Pro492
Enterprise993

Footnotes

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

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

Salesflare

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

Salesflare

The pipeline, which is the core of the platform, is very clear and full of features. On top of that Salesflare added automations, integrations, plugins and emails. You can easily get your leads there from any platform and nurture your leads until you get the deal done. I think any business can benefit from using this sales CRM.
Read full review

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

Salesflare

Hit them on Chat support, and you are gonna get a response within a few minutes (if not in a few hours, during weekends) But they are gonna keep following with you till they make sure that your query has been resolved. Keep it up!
Read full review

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

Salesflare

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

Salesflare

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

Salesflare

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

Salesflare

Salesflare does its own thing compared to the others I've tried. It's unique even though it shares many of the main features a CRM should have. Salesforce Lightning is amazing and feature-packed but can often get overwhelming depending on your use case. I never experience any slight lag or load times with Salesflare. Lightning can sometimes hang depending on your browser etc.
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

Salesflare

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

Salesflare

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

Salesflare

  • So far, as optimistic as I am about using the CRM, I've seen a short and speedy return on my investment.
  • Our sales process will quickly become more focused and effective. It's part of our operations and saves us time, but we've never tracked the financial impact.
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!
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