Zoho CRM vs. Zoho Projects

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 Projects
Score 8.3 out of 10
N/A
Zoho Project is online project management and planning software that provides project teams with a web-based collaborative environment. Zoho Projects can also include a bug tracking module specifically design to support software development project. It is integrated with other Zoho products including Zoho CRM.
$4
per user/per month if billed annually
Pricing
Zoho CRMZoho Projects
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
Premium
$4
per user/per month if billed annually
Enterprise
$9
per user/per month if billed annually
Offerings
Pricing Offerings
Zoho CRMZoho Projects
Free Trial
YesYes
Free/Freemium Version
YesYes
Premium Consulting/Integration Services
YesYes
Entry-level Setup Fee$14 /user/monthOptional
Additional Details
More Pricing Information
Community Pulse
Zoho CRMZoho Projects
Considered Both Products
Zoho CRM
Chose Zoho CRM
While Zoho CRM was not as feature rich as Salesforce.com, it was definitely more affordable. We looked at upgrading our current CRM, Goldmine CRM, but it was too limited and the upgrade offered was not cloud based. We were already a Zoho customer, using Zoho Projects, and …
Chose Zoho CRM
Zoho has an all-in-one solution called Zoho One which combines most of the solutions a company of our size requires. Thanks to this, we were able to consolidate our solutions into a single ecosystem while saving money. Zoho also has sales and marketing automation features that …
Chose Zoho CRM
I chose the Zoho Enterprise platform because of the easy integration, and information can be sorted and filtered based on campaigns, and projects.
Zoho Projects
Chose Zoho Projects
Zoho Projects is far superior as a project management tool compared to the simple ones we investigated. The pricing was very competitive to the market and the free trial helped out with our proof of concept. Compared to Workfront, you get similar functionality but at a …
Chose Zoho Projects
In this case, I already use other Zoho products, so I didn't review others and stuck with the simplicity of linked tools.
Chose Zoho Projects
I used Zoho projects initially because it was easy to setup and gets going for FREE. The best thing you can get out of Zoho projects is that it needs zero setup time. It is also a great tool for manage projects, however not that suitable for product management, I believe. JIRA
Chose Zoho Projects
  • Easy to deploy
  • Clear design and a good mobile app
  • Very good document and chat management
Chose Zoho Projects
I have tried other task management products before I signed up for Zoho. The primary difference is Zoho projects goes beyond tasking. And the second factor is the operational mechanism you have behind it. If your operational framework is right, Zoho project will be the single …
Chose Zoho Projects
We haven't used any other PM type projects so I can't say how Zoho Projects is vs some others but we've always had lists of things to do on ruled pads and white boards and while it functioned, using Zoho Projects significantly made a huge difference to our entire team. Plus, if …
Top Pros
Top Cons
Features
Zoho CRMZoho Projects
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Zoho CRM
8.0
289 Ratings
4% above category average
Zoho Projects
-
Ratings
Customer data management / contact management8.4280 Ratings00 Ratings
Workflow management8.1267 Ratings00 Ratings
Territory management7.8197 Ratings00 Ratings
Opportunity management8.3253 Ratings00 Ratings
Integration with email client (e.g., Outlook or Gmail)7.9248 Ratings00 Ratings
Contract management7.9204 Ratings00 Ratings
Quote & order management7.7204 Ratings00 Ratings
Interaction tracking7.8250 Ratings00 Ratings
Channel / partner relationship management7.6192 Ratings00 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Zoho CRM
7.6
222 Ratings
1% above category average
Zoho Projects
-
Ratings
Case management7.7214 Ratings00 Ratings
Call center management7.3172 Ratings00 Ratings
Help desk management7.9189 Ratings00 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Zoho CRM
8.1
267 Ratings
7% above category average
Zoho Projects
-
Ratings
Lead management8.2262 Ratings00 Ratings
Email marketing8.0220 Ratings00 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Zoho CRM
8.1
264 Ratings
7% above category average
Zoho Projects
-
Ratings
Task management8.3249 Ratings00 Ratings
Billing and invoicing management7.7181 Ratings00 Ratings
Reporting8.1243 Ratings00 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Zoho CRM
8.1
259 Ratings
6% above category average
Zoho Projects
-
Ratings
Forecasting7.8217 Ratings00 Ratings
Pipeline visualization8.1236 Ratings00 Ratings
Customizable reports8.3250 Ratings00 Ratings
Customization
Comparison of Customization features of Product A and Product B
Zoho CRM
7.9
278 Ratings
5% above category average
Zoho Projects
-
Ratings
Custom fields8.4276 Ratings00 Ratings
Custom objects7.9223 Ratings00 Ratings
Scripting environment7.5179 Ratings00 Ratings
API for custom integration8.0204 Ratings00 Ratings
Security
Comparison of Security features of Product A and Product B
Zoho CRM
8.4
267 Ratings
1% above category average
Zoho Projects
-
Ratings
Single sign-on capability8.4232 Ratings00 Ratings
Role-based user permissions8.4262 Ratings00 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Zoho CRM
8.0
166 Ratings
10% above category average
Zoho Projects
-
Ratings
Social data8.1165 Ratings00 Ratings
Social engagement8.0157 Ratings00 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Zoho CRM
8.0
211 Ratings
10% above category average
Zoho Projects
-
Ratings
Marketing automation8.2208 Ratings00 Ratings
Compensation management7.8139 Ratings00 Ratings
Platform
Comparison of Platform features of Product A and Product B
Zoho CRM
7.9
231 Ratings
7% above category average
Zoho Projects
-
Ratings
Mobile access7.9231 Ratings00 Ratings
Project Management
Comparison of Project Management features of Product A and Product B
Zoho CRM
-
Ratings
Zoho Projects
6.6
20 Ratings
14% below category average
Task Management00 Ratings7.520 Ratings
Resource Management00 Ratings7.019 Ratings
Gantt Charts00 Ratings6.517 Ratings
Scheduling00 Ratings5.518 Ratings
Workflow Automation00 Ratings6.014 Ratings
Team Collaboration00 Ratings7.520 Ratings
Support for Agile Methodology00 Ratings6.35 Ratings
Support for Waterfall Methodology00 Ratings8.011 Ratings
Document Management00 Ratings6.016 Ratings
Email integration00 Ratings6.016 Ratings
Mobile Access00 Ratings5.018 Ratings
Timesheet Tracking00 Ratings7.519 Ratings
Change request and Case Management00 Ratings6.96 Ratings
Budget and Expense Management00 Ratings6.014 Ratings
Professional Services Automation
Comparison of Professional Services Automation features of Product A and Product B
Zoho CRM
-
Ratings
Zoho Projects
5.0
13 Ratings
40% below category average
Quotes/estimates00 Ratings5.55 Ratings
Invoicing00 Ratings5.012 Ratings
Project & financial reporting00 Ratings6.55 Ratings
Integration with accounting software00 Ratings3.013 Ratings
Best Alternatives
Zoho CRMZoho Projects
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Planview AgilePlace
Score 9.4 out of 10
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User Ratings
Zoho CRMZoho Projects
Likelihood to Recommend
8.3
(313 ratings)
6.5
(24 ratings)
Likelihood to Renew
7.5
(42 ratings)
9.9
(3 ratings)
Usability
8.0
(172 ratings)
5.6
(4 ratings)
Availability
8.9
(7 ratings)
9.0
(1 ratings)
Performance
8.3
(8 ratings)
9.0
(1 ratings)
Support Rating
6.3
(69 ratings)
7.4
(9 ratings)
In-Person Training
8.0
(1 ratings)
-
(0 ratings)
Online Training
5.8
(8 ratings)
9.0
(1 ratings)
Implementation Rating
5.5
(16 ratings)
8.0
(1 ratings)
Configurability
5.4
(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 Projects
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
My work involves projects of 5-15 people with numerous projects running simultaneously. Prior to Zoho, I did not have a central location from which to view all project statuses at once. Zoho looks to provide this and also looks like it will deliver. I am anxious to see how our organization's use of it develops. At this time, I feel I am likely to recommend Zoho Projects because my organization has made great software decisions in the past so I have a level of trust already that the research has been done that Zoho is the best solution for our line of work.
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
  • We use it to manage our sales orders as there are lots of moving parts which are necessary to get client orders done properly.
  • I use it anytime I have a new idea I want to put into motion. As I can create a list for brainstorming, feedback, specific actions necessary in order to test and or implement the idea.
  • Unrelated to business, it's a great way to plan travel in order to make sure you don't forget those important things like passport, flight arrangement, client meeting confirmation, and meeting prep as far as what specific documents or things do you need to bring with you.
  • And since everyone is on the go and expected to keep up with work, the mobile/tablet app makes it a breeze to keep up, work on, and create new projects.
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
  • There is no ability to add custom fields in the "Bugs" module - for example, if we want to add fields such as Version Number.
  • Reporting is not integrated - its a fairly expensive add-on.
  • There is no easy way to track actual and completed dates for tasks - so historical variance analysis is not easy.
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.
Read full review
Zoho
I've reviewed about 8 other project management solutions and Zoho Projects is the best I've seen without being overly complicated. Zoho Projects keeps getting better! Recent new enhancements makes it even easier to navigate. There are new keyboard shortcuts that cut my time way down. The tools are very easy to use.
Read full review
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.
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Zoho
Zoho Projects is an easy project management tool to use. It provides all the functionality that we required for handling projects. We can easily create personal forms for projects and tasks, allowing us to add and report on our own desire. Apart from this we can create and edit documents in real time which saves our time. This allows us to share text docs, presentations, tables with the whole team and we can work on them together
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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
Has not been down to my knowledge.
Read full review
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
Speed meets my expectations.
Read full review
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
Although it might lack intuitiveness, once you get a hang of how Zoho Projects works, you can do a LOT. The impact good project management has on profitability is huge, and it has helped not only improve communication and coordination when working on a project, but more importantly have adequate tracking of time, due dates and potential bottle necks
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
Zoho Projects provides a more limited set of functionality and customization options than other task/bug trackers on the market, but what it lacks in functionality it makes up for in ease of use. It probably has 80-90% of the features of its competitors but takes about a third of the time to get up and running and realizing value.
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.
Read full review
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
  • We needed a system to organize our growing business, so anything was better than what we had, which was nothing.
  • Recording time spend is a huge reason for using project software. It has made me aware of the tasks that are taking too long and where we are not being profitable as a company.
  • It has kept our team accountable for what needs to get completed and when projects are not in motion or completed timely. It's helpful to know in order to get billing out faster.
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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 Projects Screenshots

Screenshot of Task Automation with Blueprint - Map out your entire workflow with no code as flowcharts. Automate your tasks and notifications and set approval criteria with blueprint.Screenshot of Intuitive Gantt Charts - Say what, say who, say when. And done. Zoho Projects' Gantt chart comes feature loaded with advanced operations such as Critical path and Baseline.Screenshot of Inbuilt Issue Tracker - You can log, organize, track, and fix any problems. Features such as status and workflow, can be customized to suit the exact needs of your project.Screenshot of Drag, Drop and Done - A view of your tasks as cards placed along columns. Helps you identify bottlenecks and reorganize quickly using drag and drop.Screenshot of A quick pulse of all your work - The Portfolio dashboard, is a compact overview of all the work that's been happening across projects with widgets that address the project level timeline, status, ownership, budget health, and clients.Screenshot of Looks that matter - A refreshing UI that supports multiple themes, including an eye-catching dark mode.