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Top Rated
625 Ratings
32 Ratings
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Score 8.5 out of 100

Zoho CRM

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Top Rated
625 Ratings
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Score 8.2 out of 100

Likelihood to Recommend

Salesforce Essentials (formerly SalesforceIQ)

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.
Melanie Zehr | TrustRadius Reviewer

Zoho CRM

Using Zoho CRM alone or with minimal integration is the best way to use it for medium-sized businesses. It is ideal for customer management and lead generation, and it's a software service, so it's not reliable for privacy. FOR EXAMPLE, ZOHO CRM is ideally suited for simple CRM sales processes for a single company. The APIs are not well-tested and may have problems from time to time. It is less expensive than Salesforce or Salesforce Pro, but it supports fewer third-party integrations.
Aononna Tazin | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Salesforce Essentials (formerly SalesforceIQ)
9.1
Zoho CRM
8.1
Customer data management / contact management
Salesforce Essentials (formerly SalesforceIQ)
9.0
Zoho CRM
8.5
Territory management
Salesforce Essentials (formerly SalesforceIQ)
9.5
Zoho CRM
7.9
Opportunity management
Salesforce Essentials (formerly SalesforceIQ)
8.0
Zoho CRM
8.3
Integration with email client (e.g., Outlook or Gmail)
Salesforce Essentials (formerly SalesforceIQ)
9.5
Zoho CRM
8.0
Quote & order management
Salesforce Essentials (formerly SalesforceIQ)
9.0
Zoho CRM
8.1
Interaction tracking
Salesforce Essentials (formerly SalesforceIQ)
9.5
Zoho CRM
8.1
Channel / partner relationship management
Salesforce Essentials (formerly SalesforceIQ)
9.0
Zoho CRM
7.8
Workflow management
Salesforce Essentials (formerly SalesforceIQ)
Zoho CRM
8.1
Contract management
Salesforce Essentials (formerly SalesforceIQ)
Zoho CRM
8.4

Marketing Automation

Salesforce Essentials (formerly SalesforceIQ)
7.4
Zoho CRM
8.4
Lead management
Salesforce Essentials (formerly SalesforceIQ)
7.4
Zoho CRM
8.7
Email marketing
Salesforce Essentials (formerly SalesforceIQ)
Zoho CRM
8.1

CRM Project Management

Salesforce Essentials (formerly SalesforceIQ)
9.0
Zoho CRM
8.3
Task management
Salesforce Essentials (formerly SalesforceIQ)
9.0
Zoho CRM
8.4
Billing and invoicing management
Salesforce Essentials (formerly SalesforceIQ)
9.0
Zoho CRM
8.2
Reporting
Salesforce Essentials (formerly SalesforceIQ)
9.0
Zoho CRM
8.3

CRM Reporting & Analytics

Salesforce Essentials (formerly SalesforceIQ)
9.0
Zoho CRM
8.2
Forecasting
Salesforce Essentials (formerly SalesforceIQ)
9.0
Zoho CRM
8.0
Pipeline visualization
Salesforce Essentials (formerly SalesforceIQ)
9.0
Zoho CRM
8.3
Customizable reports
Salesforce Essentials (formerly SalesforceIQ)
9.0
Zoho CRM
8.2

Customization

Salesforce Essentials (formerly SalesforceIQ)
9.1
Zoho CRM
8.2
Custom fields
Salesforce Essentials (formerly SalesforceIQ)
9.5
Zoho CRM
8.6
Custom objects
Salesforce Essentials (formerly SalesforceIQ)
9.0
Zoho CRM
8.3
Scripting environment
Salesforce Essentials (formerly SalesforceIQ)
9.0
Zoho CRM
7.9
API for custom integration
Salesforce Essentials (formerly SalesforceIQ)
9.0
Zoho CRM
7.9

Security

Salesforce Essentials (formerly SalesforceIQ)
9.3
Zoho CRM
8.9
Single sign-on capability
Salesforce Essentials (formerly SalesforceIQ)
9.5
Zoho CRM
8.8
Role-based user permissions
Salesforce Essentials (formerly SalesforceIQ)
9.0
Zoho CRM
9.0

Social CRM

Salesforce Essentials (formerly SalesforceIQ)
9.0
Zoho CRM
8.0
Social engagement
Salesforce Essentials (formerly SalesforceIQ)
9.0
Zoho CRM
8.0
Social data
Salesforce Essentials (formerly SalesforceIQ)
Zoho CRM
7.9

Integrations with 3rd-party Software

Salesforce Essentials (formerly SalesforceIQ)
9.0
Zoho CRM
7.7
Marketing automation
Salesforce Essentials (formerly SalesforceIQ)
9.0
Zoho CRM
8.0
Compensation management
Salesforce Essentials (formerly SalesforceIQ)
9.0
Zoho CRM
7.4

Platform

Salesforce Essentials (formerly SalesforceIQ)
9.5
Zoho CRM
8.0
Mobile access
Salesforce Essentials (formerly SalesforceIQ)
9.5
Zoho CRM
8.0

Customer Service & Support

Salesforce Essentials (formerly SalesforceIQ)
Zoho CRM
7.8
Case management
Salesforce Essentials (formerly SalesforceIQ)
Zoho CRM
8.0
Call center management
Salesforce Essentials (formerly SalesforceIQ)
Zoho CRM
7.7
Help desk management
Salesforce Essentials (formerly SalesforceIQ)
Zoho CRM
7.6

Pros

Salesforce Essentials (formerly SalesforceIQ)

  • CRM Managment
  • Streamlining Sales Funnel
  • Providing data sets and analytics
Anonymous | TrustRadius Reviewer

Zoho CRM

  • Because of its Cloud-based services, we quickly access this from any device with an internet connection.
  • Zoho CRM saves our time by automating processes that help reduce manual data entry, eliminate redundancies, and accelerate our entire process.
  • The most enjoyable thing is that it provides real-time insights about our customers, enabling us to connect with them across channels easily.
  • Zoho CRM is best at managing and automating many functional areas, including marketing, sales, operations, and engineering.
Darren Mihalic | TrustRadius Reviewer

Cons

Salesforce Essentials (formerly SalesforceIQ)

  • 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.
Melanie Zehr | TrustRadius Reviewer

Zoho CRM

  • It may be a bit overwhelming to navigate since there are so many choices available. I found it difficult to connect some possibilities to current relationships. We discovered a solution but it took a long time.
  • It has all of the functions that one could want, and even more. There's nothing significant missing, but there's a lack of social integration and service glitches depending on use and availability.
  • Its pricing is far out of line, and free features should be raised so that businesses may fully utilize CRM capabilities without financial concerns.
Milton Hassan | TrustRadius Reviewer

Likelihood to Renew

Salesforce Essentials (formerly SalesforceIQ)

No score
No answers yet
No answers on this topic

Zoho CRM

Zoho CRM 9.2
Based on 30 answers
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.
Jon Porreca | TrustRadius Reviewer

Usability

Salesforce Essentials (formerly SalesforceIQ)

No score
No answers yet
No answers on this topic

Zoho CRM

Zoho CRM 8.4
Based on 78 answers
Zoho CRM is very functional, but it can get complicated. It is not always clear where you go to customise settings. The settings screens have so many options. And when you're managing multiple tools, it is not clear which settings screens will contain the changes that you want to make.
Andre Brown | TrustRadius Reviewer

Support Rating

Salesforce Essentials (formerly SalesforceIQ)

No score
No answers yet
No answers on this topic

Zoho CRM

Zoho CRM 8.2
Based on 43 answers
I have not used Zoho support since I started with the company. Majority of my findings have come through knowledge base or Google search sites. Not saying the support at Zoho is bad, but I need things answered quicker than what my colleagues have told me they have gotten answered.
Anonymous | TrustRadius Reviewer

In-Person Training

Salesforce Essentials (formerly SalesforceIQ)

No score
No answers yet
No answers on this topic

Zoho CRM

Zoho CRM 7.0
Based on 2 answers
It was harder to learn when there were mostly real estate users in the room. We are sales solely.
Sarah Lohsl | TrustRadius Reviewer

Online Training

Salesforce Essentials (formerly SalesforceIQ)

No score
No answers yet
No answers on this topic

Zoho CRM

Zoho CRM 8.3
Based on 5 answers
Online training is tough, but Zoho and their partners do a good job of explaining things.
John Hinson | TrustRadius Reviewer

Implementation Rating

Salesforce Essentials (formerly SalesforceIQ)

No score
No answers yet
No answers on this topic

Zoho CRM

Zoho CRM 8.8
Based on 12 answers
Take it slowly and meet often with your team to solicit their feedback. Listen to what they are saying so that if something is not clear, you can address it before they turn on the CRM. Also, whatever system you were one previously will not match Zoho CRM which is both good and bad. It's good as I know Zoho CRM will be better than whatever you're been using. Bad because it will require change and how you did things in your old CRM may need to be modified a little when using Zoho CRM.
Stephen Lalla | TrustRadius Reviewer

Alternatives Considered

Salesforce Essentials (formerly SalesforceIQ)

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
Melanie Zehr | TrustRadius Reviewer

Zoho CRM

We looked at both Hubspot and Zendesk. And we liked both of them. They had the right features and enough customization options to fit our use case scenario. But we liked the pricing and the flexibility of Zoho [CRM] more. The other really major factor for picking Zoho [CRM] for us was the fact that we were already using Zoho Desk and planned on using Zoho Campaigns. Integrations with those two [products were] the deciding factor.
Anonymous | TrustRadius Reviewer

Return on Investment

Salesforce Essentials (formerly SalesforceIQ)

  • Not budget friendly for smaller start-ups.
Anonymous | TrustRadius Reviewer

Zoho CRM

  • Great ROI! I enrolled in Zoho One which is about 1/4 the cost of another CRM I was using with far more functionality.
  • Awesome features! I've been able to manage 95% of my digital needs in Zoho which is a great time (and money) saver
  • Learning curve pros & cons. I was able to get up and running pretty quickly but there are SO many features & options I feel it will take me a while to take advantage of all it's capabilities
Susan Dakuzaku | TrustRadius Reviewer

Screenshots

Pricing Details

Salesforce Essentials (formerly SalesforceIQ)

General

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

Salesforce Essentials (formerly SalesforceIQ) 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
$14.00

Zoho CRM Editions & Modules

Edition
Standard$14.001
Professional$23.001
Enterprise$40.001
Ultimate$52.001
Plus$57.001
  1. Per User/Per Month
Additional Pricing Details

Rating Summary

Likelihood to Recommend

Salesforce Essentials (formerly SalesforceIQ)
9.5
Zoho CRM
8.4

Likelihood to Renew

Salesforce Essentials (formerly SalesforceIQ)
Zoho CRM
9.2

Usability

Salesforce Essentials (formerly SalesforceIQ)
Zoho CRM
8.4

Reliability and Availability

Salesforce Essentials (formerly SalesforceIQ)
Zoho CRM
8.0

Performance

Salesforce Essentials (formerly SalesforceIQ)
Zoho CRM
6.5

Support Rating

Salesforce Essentials (formerly SalesforceIQ)
Zoho CRM
8.2

In-Person Training

Salesforce Essentials (formerly SalesforceIQ)
Zoho CRM
7.0

Online Training

Salesforce Essentials (formerly SalesforceIQ)
Zoho CRM
8.3

Implementation Rating

Salesforce Essentials (formerly SalesforceIQ)
Zoho CRM
8.8

Scalability

Salesforce Essentials (formerly SalesforceIQ)
Zoho CRM
8.5

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