Zoho CRM vs. Zoho Survey

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 Survey
Score 9.9 out of 10
N/A
Zoho Surveys is a survey and form building platform with an intuitive interface able to build branched, logic-based surveys with collaborative capabilities.
$9
per month
Pricing
Zoho CRMZoho Survey
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
Basic
$9
per month
PLUS
$25
per month
Plus
$35
per month
Pro
$49
per month
ENTERPRISE
$75
per month
ENTERPRISE
$75
per month
ENTERPRISE
$75
per month
Enterprise
$109
per month
Offerings
Pricing Offerings
Zoho CRMZoho Survey
Free Trial
YesYes
Free/Freemium Version
YesYes
Premium Consulting/Integration Services
YesNo
Entry-level Setup Fee$14 /user/monthNo setup fee
Additional DetailsUp to a 30% discount available for annual pricing.
More Pricing Information
Community Pulse
Zoho CRMZoho Survey
Considered Both Products
Zoho CRM
Chose Zoho CRM
There's no real comparison, as Zoho's suite of apps all perform different functions so that they can seamlessly integrate with each other.
Chose Zoho CRM
I don't have an alternative as this is the platform provided by the company I work for.
Zoho Survey
Chose Zoho Survey
Google Forms is about as basic as it gets and I use this personally. Typeform seems to be at the complete opposite end of the survey spectrum in that it has one of the best UI's I've ever seen and has so many cool features. I've not ever used Typeform but have evaluated it. …
Chose Zoho Survey
We went with Zoho Survey largely because we use other Zoho products. I did try SurveyMonkey and actually found it a little overwhelming in terms of how much customization you could do with it. Once back with Zoho Survey, having used other Zoho products, I was more comfortable …
Chose Zoho Survey
Easy to add to our existing plan with CRM and we really wanted everything under one roof and not multiple software. It's quick and simple and easy to use and does everything we need it to do and great to reflex on after you have serviced a client to see what improvements we …
Features
Zoho CRMZoho Survey
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 Survey
-
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 Survey
-
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 Survey
-
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 Survey
-
Ratings
Task management8.3248 Ratings00 Ratings
Billing and invoicing management8.0180 Ratings00 Ratings
Reporting8.1242 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 Survey
-
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 Survey
-
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 Survey
-
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 Survey
-
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 Survey
-
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 Survey
-
Ratings
Mobile access8.2230 Ratings00 Ratings
Survey Format & Appearance
Comparison of Survey Format & Appearance features of Product A and Product B
Zoho CRM
-
Ratings
Zoho Survey
8.3
8 Ratings
4% above category average
Survey templates00 Ratings10.07 Ratings
Themes00 Ratings5.08 Ratings
Custom logo/branding00 Ratings10.08 Ratings
Survey Content
Comparison of Survey Content features of Product A and Product B
Zoho CRM
-
Ratings
Zoho Survey
10.0
8 Ratings
16% above category average
Changes to live survey00 Ratings10.08 Ratings
Question design help00 Ratings10.08 Ratings
Multiple question types00 Ratings10.08 Ratings
Survey Logic
Comparison of Survey Logic features of Product A and Product B
Zoho CRM
-
Ratings
Zoho Survey
10.0
8 Ratings
20% above category average
Survey logic flexibility00 Ratings10.08 Ratings
Survey Reporting & Analytics
Comparison of Survey Reporting & Analytics features of Product A and Product B
Zoho CRM
-
Ratings
Zoho Survey
10.0
8 Ratings
20% above category average
Response tracking00 Ratings10.08 Ratings
Data export00 Ratings10.08 Ratings
Standard reports00 Ratings10.08 Ratings
Custom reports00 Ratings10.08 Ratings
Analytics00 Ratings10.08 Ratings
Survey Administration & Security
Comparison of Survey Administration & Security features of Product A and Product B
Zoho CRM
-
Ratings
Zoho Survey
10.0
7 Ratings
14% above category average
Access controls00 Ratings10.07 Ratings
Compliance00 Ratings10.07 Ratings
Survey Distribution
Comparison of Survey Distribution features of Product A and Product B
Zoho CRM
-
Ratings
Zoho Survey
9.9
7 Ratings
18% above category average
Vendor-offered crowdsourcing00 Ratings9.95 Ratings
Respondent restrictions00 Ratings10.07 Ratings
Best Alternatives
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Creatio
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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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Score 9.8 out of 10
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User Ratings
Zoho CRMZoho Survey
Likelihood to Recommend
8.3
(312 ratings)
10.0
(8 ratings)
Likelihood to Renew
7.6
(42 ratings)
-
(0 ratings)
Usability
8.0
(172 ratings)
10.0
(1 ratings)
Availability
8.9
(7 ratings)
-
(0 ratings)
Performance
8.3
(8 ratings)
-
(0 ratings)
Support Rating
6.5
(69 ratings)
10.0
(1 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 Survey
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 Survey is everything you need in a survey platform. If you already have the Zoho One suite, it makes a complete replacement for Survey Monkey. I don't think anyone would need this app on a standalone basis, however, mainly because Zoho has a full suite of other apps you should be using on top of Survey.
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
  • Zoho Survey comes with a simple UI and the builder offers many different question types. Its strength may be in simpler or more basic surveys, but it is definitely intuitive enough to design a very in-depth survey. Publishing surveys is again a straightforward process and is easy to do.
  • The piping and logic features provide a better user experience for survey respondents, and are easy to configure within Zoho Survey. New features are always being added to Survey and the resources pages offer great detailed info on how to use the features of Zoho Survey.
  • The integration with other Zoho apps (Zoho CRM, Zoho Analytics, etc.) is a real strength. Zoho has ingeniously created an entire "operating system" for business that integrates all their apps so perfectly. For example, if you send a project survey to a contact you can view their response contextually within the CRM system. So basically, project managers can stay in the CRM and see all Zoho Survey responses from their customers.
  • Survey scoring is a great feature as well!
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
  • I honestly can't think of anything wrong with it (on our end). It does what it needs, and I've never had any issues retrieving surveys received.
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.
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Zoho
Zoho Survey is really easy to use. We've used Doodle and Survey Monkey in the past, and Zoho Social is just as easy, if not easier to use.
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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.
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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
Zoho's support is always quick to respond and troubleshoot any issues
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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
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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.
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Zoho
We went with Zoho Survey largely because we use other Zoho products. I did try SurveyMonkey and actually found it a little overwhelming in terms of how much customization you could do with it. Once back with Zoho Survey, having used other Zoho products, I was more comfortable with the way it worked (although Zoho's UI does have its quirks to get used to). Recommended for Zoho Users especially.
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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.
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Zoho
  • The results obtained have been great in relation to the saving of time and money that we have saved.
  • It's so simple to use, has allowed everyone in the organization to use it, which is great for the contribution that each partner offers.
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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 Survey Screenshots

Screenshot of Screenshot of Screenshot of Screenshot of