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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Vista

    Score8.2 out of 10
    N/AViewpoint’s Vista is a construction accounting software. Vista’s core accounting features include accounts receivable and payable, general ledger, payroll and time management, and cash management. It also provides tools for document management, including document templates and reporting.N/A

    Zoho CRM

    Score8.4 out of 10
    N/AZoho 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
    VistaZoho 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
    VistaZoho CRM
    Free Trial
    NoYes
    Free/Freemium Version
    NoYes
    Premium Consulting/Integration Services
    NoYes
    Entry-level Setup FeeNo setup fee$14 /user/month
    Additional DetailsProspective buyers may contact Viewpoint directly for a price quote.—
    More Pricing Information
    Features
    VistaZoho CRM
    Payroll Management
    Comparison of Payroll Management features of Viewpoint Vista and Zoho CRM
    Feature
    Viewpoint Vista
    8.0
    25 Ratings
    6% above category average
    Zoho CRM
    -
    Ratings
    Pay calculation8.124 Ratings00 Ratings
    Benefit plan administration7.318 Ratings00 Ratings
    Direct deposit files8.124 Ratings00 Ratings
    Customization
    Comparison of Customization features of Viewpoint Vista and Zoho CRM
    Feature
    Viewpoint Vista
    7.6
    6 Ratings
    1% above category average
    Zoho CRM
    8.4
    278 Ratings
    9% above category average
    API for custom integration7.76 Ratings7.7204 Ratings
    Plug-ins7.55 Ratings00 Ratings
    Custom fields00 Ratings8.7276 Ratings
    Custom objects00 Ratings8.1223 Ratings
    Scripting environment00 Ratings9.2179 Ratings
    Security
    Comparison of Security features of Viewpoint Vista and Zoho CRM
    Feature
    Viewpoint Vista
    8.3
    13 Ratings
    1% below category average
    Zoho CRM
    8.2
    267 Ratings
    2% below category average
    Single sign-on capability8.011 Ratings7.7232 Ratings
    Role-based user permissions8.513 Ratings8.7262 Ratings
    Reporting & Analytics
    Comparison of Reporting & Analytics features of Viewpoint Vista and Zoho CRM
    Feature
    Viewpoint Vista
    8.3
    29 Ratings
    10% above category average
    Zoho CRM
    -
    Ratings
    Dashboards8.124 Ratings00 Ratings
    Standard reports8.029 Ratings00 Ratings
    Custom reports8.026 Ratings00 Ratings
    General Ledger and Configurable Accounting
    Comparison of General Ledger and Configurable Accounting features of Viewpoint Vista and Zoho CRM
    Feature
    Viewpoint Vista
    8.0
    18 Ratings
    4% above category average
    Zoho CRM
    -
    Ratings
    Accounts payable8.418 Ratings00 Ratings
    Accounts receivable8.215 Ratings00 Ratings
    Global Financial Support7.31 Ratings00 Ratings
    Primary and Secondary Ledgers8.21 Ratings00 Ratings
    Journals and Reconciliations8.213 Ratings00 Ratings
    Configurable Accounting8.514 Ratings00 Ratings
    Standardized Processes7.317 Ratings00 Ratings
    Inventory Management
    Comparison of Inventory Management features of Viewpoint Vista and Zoho CRM
    Feature
    Viewpoint Vista
    7.3
    6 Ratings
    9% below category average
    Zoho CRM
    -
    Ratings
    Inventory tracking7.36 Ratings00 Ratings
    Automatic reordering7.32 Ratings00 Ratings
    Location management7.34 Ratings00 Ratings
    Order Management
    Comparison of Order Management features of Viewpoint Vista and Zoho CRM
    Feature
    Viewpoint Vista
    7.8
    8 Ratings
    2% below category average
    Zoho CRM
    -
    Ratings
    Pricing7.76 Ratings00 Ratings
    Order entry7.78 Ratings00 Ratings
    Cost of goods sold7.78 Ratings00 Ratings
    Order Orchestration7.95 Ratings00 Ratings
    Subledger and Financial Process
    Comparison of Subledger and Financial Process features of Viewpoint Vista and Zoho CRM
    Feature
    Viewpoint Vista
    7.6
    16 Ratings
    1% above category average
    Zoho CRM
    -
    Ratings
    Billing Management7.813 Ratings00 Ratings
    Cash and Asset Management7.513 Ratings00 Ratings
    Travel & Expense Management6.67 Ratings00 Ratings
    Budgetary Control & Encumbrance Accounting7.08 Ratings00 Ratings
    Period Close7.711 Ratings00 Ratings
    Project Financial Management
    Comparison of Project Financial Management features of Viewpoint Vista and Zoho CRM
    Feature
    Viewpoint Vista
    8.0
    1 Ratings
    5% above category average
    Zoho CRM
    -
    Ratings
    Budgeting and Forecasting7.31 Ratings00 Ratings
    Project Costing9.11 Ratings00 Ratings
    Cost Capture9.11 Ratings00 Ratings
    Customer Contract Compliance7.31 Ratings00 Ratings
    Project Revenue Recognition7.31 Ratings00 Ratings
    Project Execution Management
    Comparison of Project Execution Management features of Viewpoint Vista and Zoho CRM
    Feature
    Viewpoint Vista
    7.1
    9 Ratings
    1% above category average
    Zoho CRM
    -
    Ratings
    Task Insight for Project Managers7.97 Ratings00 Ratings
    Project Mobile Functionality7.88 Ratings00 Ratings
    Procurement
    Comparison of Procurement features of Viewpoint Vista and Zoho CRM
    Feature
    Viewpoint Vista
    7.5
    8 Ratings
    6% above category average
    Zoho CRM
    -
    Ratings
    Contract Authoring7.66 Ratings00 Ratings
    Contract Repository7.96 Ratings00 Ratings
    Requisitions-to-Purchase Orders Integrated7.27 Ratings00 Ratings
    Supplier Management7.45 Ratings00 Ratings
    Supply Chain
    Comparison of Supply Chain features of Viewpoint Vista and Zoho CRM
    Feature
    Viewpoint Vista
    7.4
    4 Ratings
    1% above category average
    Zoho CRM
    -
    Ratings
    Inventory Planning7.44 Ratings00 Ratings
    Sales Force Automation
    Comparison of Sales Force Automation features of Viewpoint Vista and Zoho CRM
    Feature
    Viewpoint Vista
    -
    Ratings
    Zoho CRM
    8.7
    289 Ratings
    10% above category average
    Customer data management / contact management00 Ratings8.7280 Ratings
    Workflow management00 Ratings8.6267 Ratings
    Territory management00 Ratings8.9197 Ratings
    Opportunity management00 Ratings8.4254 Ratings
    Integration with email client (e.g., Outlook or Gmail)00 Ratings8.4249 Ratings
    Contract management00 Ratings8.9204 Ratings
    Quote & order management00 Ratings9.0204 Ratings
    Interaction tracking00 Ratings9.0250 Ratings
    Channel / partner relationship management00 Ratings8.7193 Ratings
    Customer Service & Support
    Comparison of Customer Service & Support features of Viewpoint Vista and Zoho CRM
    Feature
    Viewpoint Vista
    -
    Ratings
    Zoho CRM
    8.9
    222 Ratings
    14% above category average
    Case management00 Ratings8.7214 Ratings
    Call center management00 Ratings8.6173 Ratings
    Help desk management00 Ratings9.3190 Ratings
    Marketing Automation
    Comparison of Marketing Automation features of Viewpoint Vista and Zoho CRM
    Feature
    Viewpoint Vista
    -
    Ratings
    Zoho CRM
    8.5
    267 Ratings
    9% above category average
    Lead management00 Ratings8.8262 Ratings
    Email marketing00 Ratings8.2220 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of Viewpoint Vista and Zoho CRM
    Feature
    Viewpoint Vista
    -
    Ratings
    Zoho CRM
    8.6
    264 Ratings
    11% above category average
    Task management00 Ratings8.3249 Ratings
    Billing and invoicing management00 Ratings8.7181 Ratings
    Reporting00 Ratings8.7243 Ratings
    CRM Reporting & Analytics
    Comparison of CRM Reporting & Analytics features of Viewpoint Vista and Zoho CRM
    Feature
    Viewpoint Vista
    -
    Ratings
    Zoho CRM
    8.6
    259 Ratings
    12% above category average
    Forecasting00 Ratings8.7217 Ratings
    Pipeline visualization00 Ratings8.2236 Ratings
    Customizable reports00 Ratings8.8250 Ratings
    Social CRM
    Comparison of Social CRM features of Viewpoint Vista and Zoho CRM
    Feature
    Viewpoint Vista
    -
    Ratings
    Zoho CRM
    8.5
    166 Ratings
    12% above category average
    Social data00 Ratings8.7165 Ratings
    Social engagement00 Ratings8.4157 Ratings
    Integrations with 3rd-party Software
    Comparison of Integrations with 3rd-party Software features of Viewpoint Vista and Zoho CRM
    Feature
    Viewpoint Vista
    -
    Ratings
    Zoho CRM
    8.8
    211 Ratings
    15% above category average
    Marketing automation00 Ratings8.9208 Ratings
    Compensation management00 Ratings8.8139 Ratings
    Platform
    Comparison of Platform features of Viewpoint Vista and Zoho CRM
    Feature
    Viewpoint Vista
    -
    Ratings
    Zoho CRM
    8.3
    231 Ratings
    9% above category average
    Mobile access00 Ratings8.3231 Ratings
    Best Alternatives
    VistaZoho CRM
    Small Businesses
    Zoho One
    Score9.1 out of 10
    Salesflare
    Score10 out of 10
    Medium-sized Companies
    Zoho One
    Score9.1 out of 10
    Kintone
    Score9.7 out of 10
    Enterprises
    Microsoft Dynamics AX (discontinued)
    Score4.8 out of 10
    Oracle Sales
    Score8.9 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    VistaZoho CRM
    Likelihood to Recommend
    8.6
    (76 ratings)
    9.1
    (312 ratings)
    Likelihood to Renew
    6.8
    (17 ratings)
    7.6
    (42 ratings)
    Usability
    8.1
    (21 ratings)
    7.8
    (172 ratings)
    Availability
    10.0
    (5 ratings)
    8.8
    (7 ratings)
    Performance
    9.0
    (5 ratings)
    8.5
    (8 ratings)
    Support Rating
    7.1
    (28 ratings)
    6.1
    (69 ratings)
    In-Person Training
    9.0
    (3 ratings)
    8.0
    (1 ratings)
    Online Training
    8.7
    (2 ratings)
    5.5
    (8 ratings)
    Implementation Rating
    8.0
    (8 ratings)
    5.6
    (16 ratings)
    Configurability
    9.0
    (5 ratings)
    5.1
    (114 ratings)
    Contract Terms and Pricing Model
    7.0
    (3 ratings)
    9.5
    (21 ratings)
    Ease of integration
    7.7
    (41 ratings)
    7.2
    (5 ratings)
    Product Scalability
    7.0
    (5 ratings)
    5.7
    (6 ratings)
    Professional Services
    8.6
    (2 ratings)
    8.3
    (7 ratings)
    Vendor post-sale
    10.0
    (3 ratings)
    7.7
    (13 ratings)
    Vendor pre-sale
    10.0
    (3 ratings)
    7.8
    (13 ratings)
    User Testimonials
    VistaZoho CRM
    Likelihood to Recommend
    Trimble Viewpoint
    The company has made a commitment to the use of the Vista products and continue to move forward trying to implement more with the Vista HR Management. From timekeeping to onboarding in the near future we strive to look for better ways to utilize the products for our accounting and payroll purposes.
    Incentivized
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    Zoho
    Interfacing with our target clients at the correct minute is crucial in today's society. Another valuable include is its capacity to coordinated with other programs. It helps me in keeping track of the every day work emails I send to my colleagues or get. Zoho CRM makes it straightforward to consequence or send out information agreeing to our needs. Zoho makes a difference keep in mind individuals by means of e-mail and pop-ups, which dispenses with the issue of overlooking follow-ups and reminders. This not as it were helps within the organization of this incredible instrument but moreover within the execution of data.
    Incentivized
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    Pros
    Trimble Viewpoint
    • New employee on-boarding and personnel management
    • Full spectrum accounting management (AP/AR/Payroll)
    • Project management from contract award through project close-out
    • Data security management, reporting and anlysis
    • Equipment full lifespan management for costs, revenue and location tracking
    • User Database allows for built-in customization capabilities to fit the most unique business requirements
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    Zoho
    • Hooks into our website and can import data from forms.
    • Has great automation tools built in.
    • Reporting features are great.
    • Easy to learn, makes it easy for us to onboard new users onto it.
    • Fairly customizable. We have fine tuned it to work the way we need it to.
    Incentivized
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    Cons
    Trimble Viewpoint
    • Their payroll module is terribly slow and very clunky.
    • Job costing parameters are very strict and limited.
    • Each module interface has too many forms and screens.
    • There is too much flexibility regarding where to put information into the system. There isn't one place to do anything, which creates confusion for staff.
    Incentivized
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    Zoho
    • Need some way to switch a field type without losing the pre-existing data.
    • The settings controls should be broken out differently - I don't like that I can't keep some users from exporting all contact records (i.e., the entire Contacts module) because if the export function is turned off, the export function of Reports for those same modules is also blocked.
    • Frustrating that only 3 custom lookup fields are allowed per module in our license.
    Incentivized
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    Likelihood to Renew
    Trimble Viewpoint
    It is extremely customizable and tracks so many complicated costs very well, more-so than other construction software programs out there that we've used in the past. It is also not an easy program to use for those even slightly not comfortable with a computer. The help sections/knowledge base could be better organized and updated more. It is a very powerful software program for our business and we rely on it hugely to see how our projects are running in real-time.
    Incentivized
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    Zoho
    i have already renewed my subscription twice. I am in the 3rd Year now. I have been using it for a while and have been recommending to my friends as well.. have attended ZOHOLICs the annual program of zoho and it gave me new insights of managing the crm solutoin.
    Incentivized
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    Usability
    Trimble Viewpoint
    I think that Vista's is an easy program to use very user friendly with lots of help features to allow the user to fix an issue without having to put a support call into Vista. The reporting and exporting capability's are strong.
    Incentivized
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    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.
    Incentivized
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    Reliability and Availability
    Trimble Viewpoint
    Only issue is when there is an upgrade - it takes several times to get back logged in. Otherwise no issues with getting on to the program. We are set up on lap top or on the remote desk top. Works 90% of the time
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    Zoho
    In my many years using Zoho, I think there were only 1 or 2 days when there was something happening and I was not able to log in. Sure, it wasn't fun and we all panicked a bit, but right after that, all was well and work-life continued. Being cloud based, I'm never worried about losing my iPhone, iPad or Laptop as I know I can log in anywhere on any device and workflow won't stop.
    Incentivized
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    Performance
    Trimble Viewpoint
    No issue downloading the reports - I do find sometimes it is easier to export and save than it is to print to a pdf. Options on the different reports not consistent. You can print a couple projects on the JC Contract Status Report - but you have to do each project for the JC Cost by contract item - when neither one is a drill down - not a big deal
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    Zoho
    I don't recall every having any issues with a page not loading due to it being a Zoho issue. Anytime I've had any issues with something being wonky, I clear cache and that has always solved the problem. Or a simply computer reboot and we're back, hard at work. Look, I don't expect any product to delivery 100%, 100% of the time but if I had any consistent ongoing issues, I would have left many years ago. I still keep my eyes open to what is new but after a quick evaluation, I know Zoho will long be my home.
    Incentivized
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    Support Rating
    Trimble Viewpoint
    When privately owned, it was very good, then dropped when owned by Bane Capital Investments. Now that it has been bought by Trimble and has a home, support is back up again. Response time is better than most software companies, and the information provided is good. They have Chat support for quick answers, and a good Knowledge Base and video libraries.
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    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
    Trimble Viewpoint
    I was not part of the in person training. I am assuming the training went well - but I did all my training through viewpoint academy.
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    Zoho
    I attended a Zoho-Holics event in Austin, TX, several years ago, and it blew my mind. So many industries were represented using Zoho in so many different ways. It was unbelievable all that I learned from that experience, as there were features that I wasn't aware of that I immediately started using. Best of all, the trainers were patient and knowledgeable
    Incentivized
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    Online Training
    Trimble Viewpoint
    Excellent training! They keep you on track to insure your implementation is going as planned. There are ample ways to receive additional training and training can be provided by position type. If you put on the effort, the training is there.
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    Zoho
    There is an endless supply of YouTube videos from Zoho and the many Zoho partners/consultants. Plus, Zoho has it's own library of training videos and webinars to learn from plus an entire community at the ready to answer any questions. While Zoho has been available for many years, there are constantly new training videos and webinars available for the novice and the experienced users.
    Incentivized
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    Implementation Rating
    Trimble Viewpoint
    The trainer Viewpoint sent did not understand the processes, he only knew where the modules were located. He had no understanding of the actual process itself.
    Incentivized
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    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
    Incentivized
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    Alternatives Considered
    Trimble Viewpoint
    I personally have not used another ERP system other than Viewpoint Vista. I am sure there are others out there, but from listening to my managers experiences before Great Basin Industrial implemented Viewpoint, the other options were less superior to what Viewpoint offers. I think if you are looking for an ERP system in the construction industry, then Viewpoint is the way to go
    Incentivized
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    Zoho
    Free user access was one reason to use it more than any other software. Also, for a mid-size organization, the Salesforce cost was a little higher, and Pipedrive was almost similar to Zoho. As we were already using Zoho, we found no urgency to switch.
    Incentivized
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    Contract Terms and Pricing Model
    Trimble Viewpoint
    I wasn't part of the integration.
    Incentivized
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    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
    Incentivized
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    Scalability
    Trimble Viewpoint
    For a small business - this program is well used in the accounting and operations. The two different work plans are set up for success. Alot of the programs we do not use - but like the reports that are generated - one disadvantage if you do not know crystal reports you cannot edit your form to meet your needs so there is a lot of printing different several forms to get all the information you need.
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    Zoho
    We're still in the early stages of scaling this across departments. We have high aspirations of doing this, but it takes time to migrate to the new system and to help people get acquainted of doing their work in a different way thru Zoho.
    Incentivized
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    Professional Services
    Trimble Viewpoint
    I wasn't part of the integration.
    Incentivized
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    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.
    Incentivized
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    Return on Investment
    Trimble Viewpoint
    • Not sure I can speak to this as the company moved to Viewpoint before I began here. I think it is helpful for the Project Management and Superintendent staff to easily review how specific job items went, which we do in the PM contract drilldown analysis
    Incentivized
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    Zoho
    • because we are new to the CRM world, we wanted a product that was reasonably priced, yet had the features we were looking for
    • we have found a much higher customer engagement rate and ROI
    • we used to "lose" customers in our makeshift process. Now, all customers are being attended to.
    Incentivized
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    ScreenShots

    Vista Screenshots

    Screenshot of Job Cost AccountingScreenshot of Equipment ManagementScreenshot of Service ManagementScreenshot of Service Management Dispatch Board

    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.