Zoho CRM vs. Zoho Forms

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Zoho CRM
Score 8.4 out of 10
N/A
Zoho 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
Zoho Forms
Score 8.2 out of 10
N/A
Zoho Forms is an online form builder that lets users create mobile-ready online forms. Forms can be shared with select users via email, or via a public link. This solution includes a drag-and-drop form builder that is responsive on all mobile devices. Zoho Forms also offers native mobile applications for iOS and Android devices. According to the vendor, key benefits include: A web and mobile form builder. Drag and drop fields to add them to…
$0
per month
Pricing
Zoho CRMZoho Forms
Editions & Modules
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
Free
$0
per month
Basic
$10
per month
Standard
$25
per month
Professional
$50`
per month
Premium
$100
per month
Offerings
Pricing Offerings
Zoho CRMZoho Forms
Free Trial
YesYes
Free/Freemium Version
YesYes
Premium Consulting/Integration Services
YesNo
Entry-level Setup Fee$14 /user/month$10 per month
Additional DetailsContact support@zohoforms.com to try out our paid plans.
More Pricing Information
Community Pulse
Zoho CRMZoho Forms
Considered Both Products
Zoho CRM
Chose Zoho CRM
Zoho CRM is a web software that has all business included, it's not a complementary part of software that has to be bought at different prices to get the job done. It's very frustrating having a computer software, and with the high cost per user we cannot have the complete …
Chose Zoho CRM
Zoho has most if not all of the features of Salesforce, at a more competitive price, and is easier to set up and maintain. Zoho has many features that Insightly does not have (i.e. Products, Invoices, Purchase Orders, Cases, etc.). If you need a simple CRM, Insightly is easier …
Zoho Forms
Chose Zoho Forms
Customization of Bitrix24 forms was not as per our requirements (like additional form options/ease of customizing) which Zoho Forms has been able to solve. Also the notification of a form submission from a lead or existing customer was the major issue we faced with Bitrix24 but …
Chose Zoho Forms
Zoho Forms is just as good as Google Forms. I believe that ZF is easier to use. I have not used GF as extensively as ZF. I will be evaluating GF in the very near future. I selected ZF mainly because it easily integrates with its own Zoho applications quickly and with very …
Features
Zoho CRMZoho Forms
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Zoho CRM
8.1
288 Ratings
5% above category average
Zoho Forms
-
Ratings
Customer data management / contact management8.4279 Ratings00 Ratings
Workflow management8.1266 Ratings00 Ratings
Territory management8.1196 Ratings00 Ratings
Opportunity management8.4253 Ratings00 Ratings
Integration with email client (e.g., Outlook or Gmail)8.0248 Ratings00 Ratings
Contract management8.2203 Ratings00 Ratings
Quote & order management7.9203 Ratings00 Ratings
Interaction tracking7.8249 Ratings00 Ratings
Channel / partner relationship management7.7192 Ratings00 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Zoho CRM
7.8
221 Ratings
3% above category average
Zoho Forms
-
Ratings
Case management8.0213 Ratings00 Ratings
Call center management7.4172 Ratings00 Ratings
Help desk management8.1189 Ratings00 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Zoho CRM
8.1
266 Ratings
6% above category average
Zoho Forms
-
Ratings
Lead management8.2261 Ratings00 Ratings
Email marketing8.1219 Ratings00 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Zoho CRM
8.2
263 Ratings
7% above category average
Zoho Forms
-
Ratings
Task management8.3248 Ratings00 Ratings
Billing and invoicing management8.0180 Ratings00 Ratings
Reporting8.2242 Ratings00 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Zoho CRM
8.1
258 Ratings
7% above category average
Zoho Forms
-
Ratings
Forecasting8.0216 Ratings00 Ratings
Pipeline visualization8.0235 Ratings00 Ratings
Customizable reports8.3249 Ratings00 Ratings
Customization
Comparison of Customization features of Product A and Product B
Zoho CRM
7.9
277 Ratings
4% above category average
Zoho Forms
-
Ratings
Custom fields8.3275 Ratings00 Ratings
Custom objects7.9222 Ratings00 Ratings
Scripting environment7.5178 Ratings00 Ratings
API for custom integration8.0203 Ratings00 Ratings
Security
Comparison of Security features of Product A and Product B
Zoho CRM
8.2
266 Ratings
1% below category average
Zoho Forms
-
Ratings
Single sign-on capability8.3231 Ratings00 Ratings
Role-based user permissions8.2261 Ratings00 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Zoho CRM
8.0
165 Ratings
9% above category average
Zoho Forms
-
Ratings
Social data8.0164 Ratings00 Ratings
Social engagement7.9156 Ratings00 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Zoho CRM
8.2
210 Ratings
12% above category average
Zoho Forms
-
Ratings
Marketing automation8.4207 Ratings00 Ratings
Compensation management8.0138 Ratings00 Ratings
Platform
Comparison of Platform features of Product A and Product B
Zoho CRM
8.2
230 Ratings
10% above category average
Zoho Forms
-
Ratings
Mobile access8.2230 Ratings00 Ratings
Survey Content
Comparison of Survey Content features of Product A and Product B
Zoho CRM
-
Ratings
Zoho Forms
7.0
10 Ratings
20% below category average
Changes to live survey00 Ratings6.09 Ratings
Multiple question types00 Ratings8.010 Ratings
Survey Logic
Comparison of Survey Logic features of Product A and Product B
Zoho CRM
-
Ratings
Zoho Forms
7.0
9 Ratings
16% below category average
Survey logic flexibility00 Ratings7.09 Ratings
Survey Reporting & Analytics
Comparison of Survey Reporting & Analytics features of Product A and Product B
Zoho CRM
-
Ratings
Zoho Forms
6.9
10 Ratings
17% below category average
Response tracking00 Ratings7.010 Ratings
Data export00 Ratings9.48 Ratings
Standard reports00 Ratings7.510 Ratings
Custom reports00 Ratings4.09 Ratings
Analytics00 Ratings6.510 Ratings
Survey Administration & Security
Comparison of Survey Administration & Security features of Product A and Product B
Zoho CRM
-
Ratings
Zoho Forms
6.0
10 Ratings
37% below category average
Access controls00 Ratings6.010 Ratings
Survey Distribution
Comparison of Survey Distribution features of Product A and Product B
Zoho CRM
-
Ratings
Zoho Forms
7.0
10 Ratings
16% below category average
Respondent restrictions00 Ratings7.010 Ratings
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Score 9.8 out of 10
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Score 9.8 out of 10
Medium-sized Companies
Creatio
Creatio
Score 9.2 out of 10
Square 9 Softworks
Square 9 Softworks
Score 9.8 out of 10
Enterprises
Creatio
Creatio
Score 9.2 out of 10
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User Ratings
Zoho CRMZoho Forms
Likelihood to Recommend
8.3
(312 ratings)
6.5
(10 ratings)
Likelihood to Renew
7.6
(42 ratings)
-
(0 ratings)
Usability
8.0
(172 ratings)
10.0
(2 ratings)
Availability
8.9
(7 ratings)
-
(0 ratings)
Performance
8.3
(8 ratings)
-
(0 ratings)
Support Rating
6.5
(69 ratings)
10.0
(2 ratings)
In-Person Training
8.0
(1 ratings)
-
(0 ratings)
Online Training
5.8
(8 ratings)
-
(0 ratings)
Implementation Rating
5.4
(16 ratings)
-
(0 ratings)
Configurability
5.2
(114 ratings)
-
(0 ratings)
Contract Terms and Pricing Model
9.5
(21 ratings)
-
(0 ratings)
Ease of integration
7.1
(5 ratings)
-
(0 ratings)
Product Scalability
6.3
(6 ratings)
-
(0 ratings)
Professional Services
8.3
(7 ratings)
-
(0 ratings)
Vendor post-sale
8.1
(13 ratings)
-
(0 ratings)
Vendor pre-sale
8.2
(13 ratings)
-
(0 ratings)
User Testimonials
Zoho CRMZoho Forms
Likelihood to Recommend
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.
Read full review
Zoho
Zoho Forms is well suited for anyone wanting to track items from a specific event or feedback at the conclusion of an event. It is also well suited to track responses. Zoho Forms is less suited for the scenarios where official approval is required because the forms are meant for a single user, and not to be filled out by one person, and then forwarded to another to document the approval. It would also not be good to replace an excel or word document to submit to another department requesting a part number for a new product because again once the form is submitted there is not a way for the second party to 'Update' the existing form and add the part number assigned by the second party.
Read full review
Pros
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.
Read full review
Zoho
  • It is a drag and drop custom form builder.
  • It is able to send email/SMS and app notifications once it is submitted.
  • It integrates with other Zoho services like Zoho CRM, Zoho Desk, etc.
Read full review
Cons
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.
Read full review
Zoho
  • Easier integration between Zoho CRM and Zoho Forms
  • Pre-filled client info or ways to easily import info to forms from Zoho CRM
Read full review
Likelihood to Renew
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.
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Zoho
No answers on this topic
Usability
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.
Read full review
Zoho
Using Zoho Forms is easy thanks to many training videos online, Besides, the user interface is one of the best. The templates also makes it even easier
Read full review
Reliability and Availability
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.
Read full review
Zoho
No answers on this topic
Performance
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.
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Zoho
No answers on this topic
Support Rating
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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Zoho
So far we have not faced any issue while using the software but our customer journey has been breathtaking so far, which obviously i am expecting, should be the case of the support of Zoho Forms as well. However we have explored their support channels; you can easily find the contact us form in the profile slider and there are other resources available with a single click like Help Menu, What's New Menu, Blogs and Forums. However i could not find any live chat or support with the Free version.
Read full review
In-Person Training
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
Read full review
Zoho
No answers on this topic
Online Training
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.
Read full review
Zoho
No answers on this topic
Implementation Rating
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
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Zoho
No answers on this topic
Alternatives Considered
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.
Read full review
Zoho
I chose this software because it is very well integrated with other Zoho products which I am using. Apart from this it has mobile applications also which allows me to use this software from my mobile devices when I am traveling for work. Its mail merge feature is also one of the important reason to choose this software.
Read full review
Contract Terms and Pricing Model
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
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Zoho
No answers on this topic
Scalability
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.
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Zoho
No answers on this topic
Professional Services
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.
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Zoho
No answers on this topic
Return on Investment
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.
Read full review
Zoho
  • Reduced time on labour intensive Word docs
  • Imports data direct to CRM
  • Can use data within CRM to facilitate completion for users
Read full review
ScreenShots

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.

Zoho Forms Screenshots

Screenshot of Screenshot of Screenshot of Screenshot of Screenshot of Screenshot of