<a href='https://www.trustradius.com/static/about-trustradius-scoring#question3' target='_blank' rel='nofollow noopener'>Customer Verified: Read more.</a>
Top Rated
855 Ratings
81 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>
Score 8.7 out of 100

Zoho CRM

<a href='https://www.trustradius.com/static/about-trustradius-scoring#question3' target='_blank' rel='nofollow noopener'>Customer Verified: Read more.</a>
Top Rated
855 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

  • Salesforce Essentials ranks higher in 8 feature sets: Sales Force Automation, CRM Project Management, CRM Reporting & Analytics, Customization, Security, Social CRM, Integrations with 3rd-party Software, Platform
  • Zoho CRM ranks higher in 1 feature set: Marketing Automation

Sales Force Automation

9.1

Salesforce Essentials

91%
8.0

Zoho CRM

80%
Salesforce Essentials ranks higher in 6/9 features

Customer data management / contact management

9.0
90%
2 Ratings
8.4
84%
246 Ratings

Territory management

9.5
95%
2 Ratings
7.8
78%
175 Ratings

Opportunity management

8.0
80%
2 Ratings
8.3
83%
222 Ratings

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

9.5
95%
2 Ratings
7.8
78%
221 Ratings

Quote & order management

9.0
90%
1 Rating
7.9
79%
175 Ratings

Interaction tracking

9.5
95%
2 Ratings
8.0
80%
219 Ratings

Channel / partner relationship management

9.0
90%
1 Rating
7.9
79%
167 Ratings

Workflow management

N/A
0 Ratings
8.0
80%
233 Ratings

Contract management

N/A
0 Ratings
8.3
83%
177 Ratings

Marketing Automation

7.4

Salesforce Essentials

74%
8.4

Zoho CRM

84%
Zoho CRM ranks higher in 2/2 features

Lead management

7.4
74%
2 Ratings
8.5
85%
229 Ratings

Email marketing

N/A
0 Ratings
8.3
83%
194 Ratings

CRM Project Management

9.0

Salesforce Essentials

90%
8.2

Zoho CRM

82%
Salesforce Essentials ranks higher in 3/3 features

Task management

9.0
90%
1 Rating
8.3
83%
221 Ratings

Billing and invoicing management

9.0
90%
1 Rating
8.1
81%
161 Ratings

Reporting

9.0
90%
1 Rating
8.2
82%
212 Ratings

CRM Reporting & Analytics

9.0

Salesforce Essentials

90%
8.2

Zoho CRM

82%
Salesforce Essentials ranks higher in 3/3 features

Forecasting

9.0
90%
1 Rating
8.0
80%
193 Ratings

Pipeline visualization

9.0
90%
1 Rating
8.2
82%
206 Ratings

Customizable reports

9.0
90%
1 Rating
8.3
83%
218 Ratings

Customization

9.1

Salesforce Essentials

91%
8.0

Zoho CRM

80%
Salesforce Essentials ranks higher in 4/4 features

Custom fields

9.5
95%
2 Ratings
8.5
85%
244 Ratings

Custom objects

9.0
90%
1 Rating
8.1
81%
191 Ratings

Scripting environment

9.0
90%
1 Rating
7.6
76%
154 Ratings

API for custom integration

9.0
90%
1 Rating
7.8
78%
176 Ratings

Security

9.3

Salesforce Essentials

93%
8.7

Zoho CRM

87%
Salesforce Essentials ranks higher in 2/2 features

Single sign-on capability

9.5
95%
2 Ratings
8.7
87%
204 Ratings

Role-based user permissions

9.0
90%
2 Ratings
8.7
87%
228 Ratings

Social CRM

9.0

Salesforce Essentials

90%
7.9

Zoho CRM

79%
Salesforce Essentials ranks higher in 1/2 features

Social engagement

9.0
90%
1 Rating
7.8
78%
142 Ratings

Social data

N/A
0 Ratings
8.0
80%
148 Ratings

Integrations with 3rd-party Software

9.0

Salesforce Essentials

90%
7.7

Zoho CRM

77%
Salesforce Essentials ranks higher in 2/2 features

Marketing automation

9.0
90%
1 Rating
7.9
79%
183 Ratings

Compensation management

9.0
90%
1 Rating
7.4
74%
121 Ratings

Platform

9.5

Salesforce Essentials

95%
7.8

Zoho CRM

78%
Salesforce Essentials ranks higher in 1/1 features

Mobile access

9.5
95%
2 Ratings
7.8
78%
205 Ratings

Customer Service & Support

Salesforce Essentials

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

Attribute Ratings

  • Salesforce Essentials is rated higher in 1 area: Likelihood to Recommend

Likelihood to Recommend

9.5

Salesforce Essentials

95%
2 Ratings
8.5

Zoho CRM

85%
276 Ratings

Likelihood to Renew

Salesforce Essentials

N/A
0 Ratings
8.8

Zoho CRM

88%
36 Ratings

Usability

Salesforce Essentials

N/A
0 Ratings
8.3

Zoho CRM

83%
179 Ratings

Availability

Salesforce Essentials

N/A
0 Ratings
8.0

Zoho CRM

80%
4 Ratings

Performance

Salesforce Essentials

N/A
0 Ratings
6.5

Zoho CRM

65%
4 Ratings

Support Rating

Salesforce Essentials

N/A
0 Ratings
8.2

Zoho CRM

82%
76 Ratings

In-Person Training

Salesforce Essentials

N/A
0 Ratings
7.0

Zoho CRM

70%
2 Ratings

Online Training

Salesforce Essentials

N/A
0 Ratings
8.5

Zoho CRM

85%
6 Ratings

Implementation Rating

Salesforce Essentials

N/A
0 Ratings
8.2

Zoho CRM

82%
16 Ratings

Configurability

Salesforce Essentials

N/A
0 Ratings
8.2

Zoho CRM

82%
128 Ratings

Contract Terms and Pricing Model

Salesforce Essentials

N/A
0 Ratings
9.4

Zoho CRM

94%
22 Ratings

Ease of integration

Salesforce Essentials

N/A
0 Ratings
7.9

Zoho CRM

79%
3 Ratings

Product Scalability

Salesforce Essentials

N/A
0 Ratings
8.5

Zoho CRM

85%
2 Ratings

Professional Services

Salesforce Essentials

N/A
0 Ratings
8.5

Zoho CRM

85%
7 Ratings

Vendor post-sale

Salesforce Essentials

N/A
0 Ratings
8.3

Zoho CRM

83%
3 Ratings

Vendor pre-sale

Salesforce Essentials

N/A
0 Ratings
8.4

Zoho CRM

84%
3 Ratings

Likelihood to Recommend

Salesforce

SalesforceIQ is a perfect CRM to start with and get your organization used to tracking customer contact. It was an easy setup and well adopted. It allowed us to rollout completely in just 30 days. We have seen a large increase in our ability to communicate. It may be lacking in some items if you already have a tracking method but was the perfect starting point for us.
Read full review

Zoho Corporation

Zoho CRM is well suited as one solution and works best (in my opinion) if you are committed to the Zoho suite of products with which it integrates seamlessly. If there are other solutions being used for some or all of the functionality provided by Zoho CRM, there is likely to be redundancy, and there may be issues with integration.
Read full review

Pros

Salesforce

  • CRM Managment
  • Streamlining Sales Funnel
  • Providing data sets and analytics
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

Salesforce

  • SalesforceIQ has some reporting items that are a little harder to easily uncover but I have found work arounds or manually created reporting to get that information, such as number of times a salesperson was at a location.
  • Some of the upgrade items I would like to see are available in salesforce sales cloud that allow easier automation for marketing.
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

Salesforce Essentials

Starting Price

$35 per month per user

Editions & Modules

Salesforce Essentials editions and modules pricing
EditionModules

Footnotes

    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

    Salesforce

    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

    Salesforce

    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

    Salesforce

    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

    Salesforce

    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

    Salesforce

    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

    Salesforce

    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

    Salesforce

    We selected SalesforceIQ over Insightly because of the email automation they offered. Their app also seemed to be a little more robust. I highly recommend a trial before you make a decision. The trial with SalesforceIQ is what sold us on the product
    Read full review

    Zoho Corporation

    I have explored Zoho Social and Zoho Sign with a free trail account to understand the capabilities and have taken some insight. I have shared these insight with marketing team and leadership team to evaluate these options for marketing automation and contract signing ease . managing contracts is critical and doing this with a digital signature can save a lot of time and money.
    Read full review

    Contract Terms and Pricing Model

    Salesforce

    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

    Salesforce

    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

    Salesforce

    • Not budget friendly for smaller start-ups.
    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

    Screenshots

    Add comparison