Are you looking for a good alternative customer relationship management solution to Zoho CRM?
The software is popular for giving you native integration with plenty of other apps in the Zoho suite, comprehensive reporting and a free edition for up to three users. It is suitable for fast-growing small businesses ready to scale to more features. Along these factors we lined up potential Zoho CRM alternatives, plus a couple or more features.
Gone are the days of businesses debating internally whether they should use a customer relations management solution. Research shows that 91 percent of North American companies with 10 employees or more are using a CRM to fuel their operations. Arguably, a CRM is even more important for bigger firms to ensure alignment of customer data and processes among various agents, teams and departments. With the widespread knowledge today about the numerous benefits of CRM (you can read more details in our Fundamentals of CRM guide), the focus instead is on determining what software will best suit one’s business processes.
Like ramen shops or pizzerias, each CRM software offers their own flavor, user experience, and unique features. Aside from functionalities, some are only suitable for small businesses, while others offer great scalability to ensure that you can grow your business without halting your operations due to software limitations. Regardless of their differences, the main purpose of CRM software and end goal is similar for all: capture, attract, and sustain customers to drive business growth.
Today, it is firmly established that businesses rely on CRM platforms to facilitate operations of sales teams and marketers. However, using a CRM often introduces its own fair share of difficulties, especially on the initial phases after product implementation. Based on 2018 data by Statista, generating leads and traffic, voted by 61% of marketing professionals, is one of the top CRM-related challenges. This is why we recommend that businesses find CRM software reviews beforehand and compare and contrast similar options before making a purchase. A software is supposed to make your operations smoother and faster, not the other way around.
Before we discuss the top 10 alternatives to Zoho CRM, it’s best to fully understand what it offers and the unique features that differentiate it from other customer relations management software on the market.
Suitable for businesses of all sizes and offers a free plan for up to three users, Zoho CRM is loaded with tools for lead and sales management. The software is primarily designed to help sales teams engage leads, opportunities, and customers with context across various channels. For lead management, the platform employs scoring rules for quick identification of hot leads. Its scoring rules helps users better prioritize the most valuable leads, and top prospects can be distributed automatically throughout your team with various rule-based workflows.
Being a multi-channel CRM, sales teams can better understand website visitors and clients as they are equipped with valuable CRM information when engaging clients via email, live chat, social media, and telephony. Zoho CRM stores all customer accounts on a shared database, providing users with a clear view of all client information. You can also set email reminders to prevent conversations from falling through the cracks, acquire actionable insights on each multi-channel’s performance, and automate mundane engagements with a drag-and-drop rule-based interface for setting custom parameters, from creating leads to closing deals.
Zoho CRM is packed with useful tools for managing leads and sales. Below are some of the highlights:
Despite the number of functionalities offered by Zoho CRM, not all businesses will take advantage of the functionalities it offers, and it might prove too complicated for some, hence, we recommend that you take a look at these top 10 Zoho CRM alternatives. Some of these offer their own unique functionalities and might better suit your business requirements.
HubSpot CRM is a user-friendly app suitable for businesses of all types and sizes. The platform is easy to use from start to end, from implementing it in the workplace and adapting to existing workflows down to managing all prospects and closing deals. HubSpot CRM offers unparalleled integrations to ensure one’s marketing and sales efforts are aligned at all times, which is more notable when you consider that the platform offers a completely free to use option. Paid plans are also available for those interested in further strengthening their sales and marketing efforts.
The platform is primarily designed to help businesses close deals faster and reduce time spent on organizing information about your prospects and customers. This is achieved through its automation capabilities, automatically tracking sales activity on various platforms. All client engagement is neatly organized through a timeline format, making it easy to understand your last interaction and their current stage in the pipeline without having to go through long-winding email trails.
The vendor offers a comprehensive free trial to get you up to speed with the features. You can sign up for the HubSpot CRM free app here.
Why choose HubSpot CRM instead of Zoho CRM?
Why choose Zoho CRM instead of HubSpot CRM?
If you’re looking for similar options, make sure to check our HubSpot CRM alternatives.
Salesforce Essentials is a powerful one-stop-shop customer relations management platform that centralizes all client data and unifies various operations such as lead management, marketing, and sales on a single platform. Being a cloud-based solution, Salesforce Essentials ensures all teams can easily access pertinent data and arm themselves with holistic information about each contact, providing them access to their activities in a detailed timeline and chat history.
Coupled with its Salesforce Einstein AI with automated machine learning, Salesforce Essentials enables businesses and each agent to quickly determine their next course of action as the platform serves crucial data on a silver platter. The AI features forecasting, tracking of top performers, and clear data insights, to name a few.
Salesforce Essentials makes daily operations hassle-free for teams, as it fills-in the sales pipeline without requiring agents to manually track client activities. Users can also effectively collaborate thanks to a chatter feed for easy communication. Additionally, with automated lead scoring, you can route prospects instantaneously to your most qualified agents. Because Salesforce Essentials centralizes all customer information on a single platform, users benefit from unified sales and marketing efforts as well as more accurate reports. Armed with this information, you gain a better understanding of each client and have a wealth of data-driven insights to fuel your strategies and conversations.
It boasts a wealth of customization options as well, enabling users to create workflows to suit their requirements and systematically funnel leads to close deals at a faster pace. It uses a drag-and-drop visual interface where you can create workflows that work for you, allowing you to manage your deals and moving clients into various stages with ease. The platform also features a mobile app so you can manage and facilitate all customer relationships on the fly, allowing you to handle your operations whenever and wherever.
If you want to investigate the features closely you can easily do so when you sign up for a Salesforce Essentials free trial here.
Why choose Salesforce Essentials instead of Zoho CRM?
Why choose Zoho CRM instead of Salesforce Essentials?
Other suitable solutions can be found in our Salesforce Essentials alternatives.
Freshsales makes is a one stop shop CRM for taking full control over your leads. It allows businesses to identify the best quality leads through behavior-based tracking and scoring, better manage pipelines with an intuitive deal card, and engage in conversations with context. With Freshsales, users have a 360-degrees view of their sales funnel, from basic client information to all won and lost deals. Leads can also be automatically assigned to the best-qualified sales representatives based on various filters. With the platform’s support for direct calls, users can easily engage in in conversations without wasting time on migrating contact information. Notifications can also be set to ensure all appointments and projects are accounted for.
Freshsales provides complete visibility on the current stage of multiple clients in the sales pipeline. Users also gain access to a drag-and-drop interface to easily offer deals and customizes stages. Customer data can be accessed anytime and anywhere with its mobile apps. Actionable insights can be acquired fairly easily thanks to various filtering options to summarize your reports, and this can be inputted into various visual graphs, charts, or tables for easy understanding.
The vendor has an appealing free trial where you can tinker with the features at no cost. You can sign up for the Freshsales free trial here.
Why choose Freshsales instead of Zoho CRM?
Why choose Zoho CRM instead of Freshsales?
If you’re looking for similar choices, do browse our Freshsales alternatives.
Pipedrive enables sales teams to efficiently close deals without struggling with mundane and complicated administrative tasks. Whether you’re answering emails or engaging clients on a call, the platform automatically tracks all progress so you can focus on your clients than manually inputting data on the CRM. Sales teams are also given a clear overview of the sales pipeline, providing them with a visual interface where they can update customer information and drag-and-drop deals into different stages, all within a single view. The software also provides great customizability to tailor your various pipelines to match your unique needs.
Engaging clients contextually is a breeze thanks to its timeline view, and with its automatic lead scoring, you can easily determine which prospects to zero-in first. Pipedrive also touts a number of integrations with third-party systems, powerful APIs, email tracking, fully customizable web forms, an advanced activity scheduler, exceptional reporting capabilities, smooth mobile optimization, and more.
You can check the solution closely when you sign up for a Pipedrive free trial here.
Why choose Pipedrive instead of Zoho CRM?
Why choose Zoho CRM instead of Pipedrive?
If you want to discover similar business systems, take a look at our Pipedrive alternatives.
InfoFlo is one of the cheapest CRMs on the market and is ideal for businesses looking to use a singular feature-complete platform in the long run. You can say goodbye to monthly recurring costs per user with this contact management solution, as it has a $99 one time cost per user, with all future upgrades becoming free for life. Various add-ons, each having a $79 one time cost per user, adds more functionalities to the system. Notable add-ons include two-way Outlook syncing, project management, and email marketing.
InfoFlo makes contact management a breeze by storing and tracking all vital information about specific business contacts or companies on a single platform. It gives users the power to manage more than basic contact information, allowing them to display contact relationships, shared projects and all your engagements with them on various platforms such as emails and phone calls and linking all activities together. Notes and tasks can also be assigned to leads and prospects so your team can close in deals.
If you want to know more about the features you can easily sign up for a Infoflo free trial here.
Why choose InfoFlo instead of Zoho CRM?
Why choose Zoho CRM instead of InfoFlo?
Take a gander at our InfoFlo alternatives if you’re looking for similar solutions for managing contacts.
Fifth on our top 10 alternatives to Zoho CRM is Insightly, an ideal cloud-based CRM for small businesses looking to gain a holistic understanding of all prospects, customers, suppliers and partners in order build stronger relationships. It features various tools for contact management, task management, project management, and pipeline management. With Insightly, users have a 360-degree view of all their contacts, from communication history to sales opportunities. The platform also accurately connects contacts automatically with their respective social profiles, only requiring their email address or product website to associate the profile.
With its project management capabilities, Insightly ensures steady task progress and ensures deadlines are met among your entire team as well as your partners. To make this possible, Insightly features task delegation, automated alerts, project milestones, and more. Moreover, you can coordinate all your projects and events with respective parties by scheduling appointments, and creating recurring tasks. Insightly also features file sharing and versioning to ensure effective collaboration while allowing all parties to properly keep track of all changes made on documents.
Insightly makes it easy for users to capture leads and close in deals. The platform allows users to capture leads in multiple ways, including via scanning business cards through its mobile CRM application. Leads can be automatically routed to the right agents in real-time so they can act on each hot prospect. The platform features workflow automations with multi-step processes as well, including automated email sending, data entries, and much more, thus, allowing you to drastically reduce administrative work and focus on more important endeavors.
Why choose Insightly instead of Zoho CRM?
Why choose Zoho CRM instead of Insightly?
If you’re looking for a similar solution, be sure to take a look at our Insightly alternatives.
Nimble is a good choice for businesses looking to streamline customer engagements and automatically collect customer data across various platforms for contextual interactions with minimal manual data entry. The platform automatically updates pertinent client information from various data sources such as Gmail, Yahoo, Outlook and social media channels, ensuring that you not only have rich information on each contact, but also allows you to get a clear view of their interaction with your company. Equipped with this information, you can easily discover their interests, history, and other information that will enhance your interaction while tracking all deals and preventing leads from going cold. Moreover, you can engage customers on various platforms from within Nimble.
Nimble features a number of tools to ensure clients never fall through the cracks. It allows you to indicate important engagements and utilize reminders to ensure all clients are accounted for without overlooking key interactions. It is also equipped with a Rules Engine that uses machine learning algorithms to learn from user behavior and assist you in your activities, smartly displaying critical data and informing users of key opportunities that were possibly overlooked.
Why choose Nimble instead of Zoho CRM?
Why choose Zoho CRM instead of Nimble?
Other quality choices can be found in our Nimble alternatives.
Placing on the eight spot of our top 10 alternatives to Zoho CRM is Base CRM, a platform designed for sales teams who are looking to capitalize on all leads and opportunities. It provides users with unparalleled visibility into each pipeline and features automated scoring rules to qualify leads and opportunities, allowing them to better understand which ones to prioritize. This is greatly enhanced with its Smart Lists, which allows you to filter all contacts for better prioritization. To ensure the freshness of each contact, the platform allows for automated funneling of leads and opportunities to sales teams. It touts powerful lead tracking as well so representatives can interact with hundreds of contacts without skimping on quality communication.
Both the management side and representatives can get intelligent insights with Base CRM. Representatives are provided dashboard of their own for complete visibility on their progress towards achieving their goals, while Managers get access to relevant sales metrics and stats on individual performance of their team members. Base CRM also features custom event-based workflows and processes for effective automated interactions, a built-in dialer with automated logging and recording for easier phone engagements, a mobile app for on the fly customer management, integrations with top third-party solutions, and more.
Why choose Base CRM instead of Zoho CRM?
Why choose Zoho CRM instead of Base CRM?
If this platform doesn’t suit your requirements, you can check our Base CRM alternatives for more options.
Copper (formerly ProsperWorks) is a productivity CRM designed to help businesses focus on building and nurturing client relationships without wasting their time on inputting customer data. Key in making this possible is its ability to automatically pre-populate data per customer profile in a systematically organized manner, ensuring that all customers are accounted for. Copper also comes equipped with an integrated RingCentral VoIP so you can quickly call clients from within the system while also benefitting you with accurate tracking of conversions and precise forecasts. For easy deployment and easy usage, Copper features robust integrations with Google Suite and popular third-party software such as Dropbox, Slack, and MailChimp. Zapier or its very own RESTful API can also be used to extend compatibility with every possible solution.
With its 360-degree transparency, Copper empowers colleagues to collaborate with one another to decide the best approach for each client or ascertain any crucial negotiations. It also provides users with the right set of tools to customize their sales pipeline for better visibility on the current status of each customer, making it easy for your colleagues to resume conversations on your behalf. For highly valuable clients, you can set alerts and notifications or track emails so you can quickly respond to their needs and surpass their expectations.
Why choose Copper instead of Zoho CRM?
Why choose Zoho CRM of Copper?
Discover other solutions that might fight your requirements in our Copper alternatives.
Agile CRM is built to accelerate operations of marketing and sales teams on a unified platform while ensuring user efficiency at every touch point with leads, prospects, and customers. Essentially, it enables businesses to close much more deals and generate more earnings. It comes equipped with lead scoring, marketing automation, automated custom workflows, email tracking, project management, contact management, web forms, push notifications, and help desk tools, to name a few.
Agile CRM provides users with a 360-degree view of all their contacts, and allows them to create rich contact profiles that contain all important data points. All contact profiles are updated in real-time, allowing all teams to have great historical data and maximized efficiency in each client interaction. This is further supplemented by its clearly illustrated contact timelines for faster understanding of past conversations. Teams can also greatly coordinate on various projects with a drag-and-drop project management tool where they can create tasks, add notes, assign employees and generally get a clear view on who’s working on what and stay up to date with a project’s status.
Touted as a CRM that greatly accelerate work processes, Agile CRM comes equipped with various automation tools that are customizable to suit your unique processes. It features automated lead scoring based on specific parameters and adjustable threshold for qualifying your most important prospects and segments them based on behavior. Its calendar offers automated scheduling and notifications as well to ensure all tasks are executed on time. Automating marketing campaigns based on custom workflows is quick and easy thanks to a drag-and-drop builder. It also features automated routing of leads to sales representatives and routing of tickets to support teams.
More than a CRM, this platform features a landing page builder so you can design high-converting layouts. Web pop-ups can also be utilized to maintain website visitor engagement. Coupled with its exit intent, you can prevent more website visitors from leaving your page and attract them to engage with your brand, which ultimately increase your conversion rate.
Why choose Agile CRM instead of Zoho CRM?
Why choose Zoho CRM instead of Agile CRM?
If this platform doesn’t suit your business requirements, we recommend that you take a look at our Agile CRM alternatives.
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