Templafy vs. Zoho SalesIQ

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Templafy
Score 9.0 out of 10
N/A
Templafy is a document management solution from the company of the same name in Copenhagen, featuring templates with dynamic personalization, automated population of templates with brand content, email signature management, document assembly workflow, and other features.N/A
Zoho SalesIQ
Score 9.6 out of 10
N/A
Zoho SalesIQ is an AI-powered live chat and analytics platform that promotes proactive customer engagement. It offers sales, marketing, and support teams a tool, with features to communicate with visitors throughout the customer lifecycle. Zoho SalesIQ can be used by businesses of all sizes across all industries. Zoho SalesIQ offers: A detailed list of visitors sorted based on the criteria that matter to businesses A codeless website…
$0
per month per user
Pricing
TemplafyZoho SalesIQ
Editions & Modules
No answers on this topic
Free
$0
per month per user
Basic
$10
per month per user
Professional
$17
per month per user
Enterprise
$25
per month per user
Offerings
Pricing Offerings
TemplafyZoho SalesIQ
Free Trial
NoYes
Free/Freemium Version
NoYes
Premium Consulting/Integration Services
NoYes
Entry-level Setup FeeNo setup feeOptional
Additional Details
More Pricing Information
Community Pulse
TemplafyZoho SalesIQ
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TemplafyZoho SalesIQ
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User Ratings
TemplafyZoho SalesIQ
Likelihood to Recommend
8.0
(1 ratings)
10.0
(13 ratings)
Likelihood to Renew
8.0
(1 ratings)
-
(0 ratings)
User Testimonials
TemplafyZoho SalesIQ
Likelihood to Recommend
Templafy
Great use case for TEmplafy is when you have a lot of assets in a system, that you want to be able to slice and dice and export a custom report of what is meaningful to you. They are set up so you can make selections to only surface what you need and feel very well served. It is not ideal, at this time, if you want to look at many separate systems and merge them all. It requires a lot of work to customize and tailor to fit this more curated need
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Zoho
If you are facing issues of agents not being able to respond to queries, which is usually faced with our tools, Zoho SalesIQ is probably the best choice as the default notification is very loud and clear hence makes sure that no chat query is left unattended. The desktop application of Zoho SalesIQ for Windows, Linux, and MAC OS is a superb feature not offered by many other chat applications. The geographical locations of website visitors are sometimes not very accurate hence it is advised not to always rely on it and better reconfirm it from the lead.
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Pros
Templafy
  • Simple user interface to make choices and see results
  • Puts the power of customization in the users hand
  • Quick set up and powerful
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Zoho
  • It has helped us increase our revenues by a significant margin over the last few years. Technical help is quite quick to respond.
  • UI that is convenient and practical. It's simple to use and understand. We value being able to see how users arrive at our site.
  • Zoho SalesIQ has a fantastic live chat feature that includes a notification, monitoring and reporting system.
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Cons
Templafy
  • Customized interface to fit more with a brand or style
  • Web interface and not being dependent on microsoft software
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Zoho
  • Overall it's a very simple tool that doesn't offer a lot of complexity or expanded tools
  • Even though it's all in the Zoho family, it doesn't work seemlessly with CRM or other Zoho products
  • Not always the best at identifying similar users across different browsers, devices, etc
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Alternatives Considered
Templafy
We went went templafy for the ease of set up, still in our first year but looking to see how it stacks up once we want to integrate with Salesforce. We wanted the ability to customize and templafy offered more options than others
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Zoho
Tawk to was nice but it was missing a lot of features that Zoho SalesIQ has. And a massively important advantage that SalesIQ had was that it integrated with other Zoho apps that we already used. The pricing of Zoho SalesIQ was also very attractive, we felt that it offered a great bang for our buck.
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Return on Investment
Templafy
  • Reduces search hours by half
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Zoho
  • We interact with about 50 visitors a month and it's great when we can see the full picture, to see and interact based on whether they are a new contact or a long-time customer.
  • Capturing new website visitors at the time that they have a question about your product is important.
  • Missing chats can be frustrating.
Read full review
ScreenShots

Zoho SalesIQ Screenshots

Screenshot of Performance metricsScreenshot of Ring viewScreenshot of Codeless botScreenshot of Proactive chat triggersScreenshot of Agent mobile appScreenshot of Audio call