The perfect CRM System is a solution that can meet all your business demands. Determining which option really fits your business is simple when you evaluate multiple items before deciding which one is the best.
In this article, we’ll describe the main features of Zoho and Pipedrive CRM to find out which is better for your business.
A Brief Overview Pipedrive vs. Zoho
Pipedrive is a basic but powerful selling CRM used by small and midsize businesses. The system engages your pipeline with lead monitoring, connects activities to transactions, and gets sales information about the success of your team and business process.
Zoho stands out for document sharing and inventory management. You can use email monitoring and visitor tracking to learn who your clients are and identify opportunities for interaction.
Pipedrive offers the following editions:
- Essential – $12.50 per user, per month, billed annually: organize your tasks and sales funnels for the convenience of working with them
- Advanced – $24.90 per user, per month, billed annually: track and automate your daily plans to save time and increase sales
- Professional – $49.90 per user, per month, billed annually: all you need to work together, communicate and increase revenue
Zoho pricing starts at $12 per user per month (billed annually) and goes up to $100 per user per month.
Zoho CRM is a web-based CRM application that you can use to attract and satisfy clients. It helps users track sales, automate workflow, and engage customers. In addition, you can use mobile apps to get real-time access to customer data anywhere and anytime.
The key features include sales automation, leads, account management, pipeline analysis, and sales forecasting. Zoho CRM offers a more extensive feature set. Keep in touch with your customers through Twitter and Facebook. Track sales opportunities across the sales cycle. Other features include:
- Lead Generation & Qualification
- Competitive Analysis
- Quota Management
- Automate lead management process
- Track leads to the deal process
- Import leads from trade shows, seminars, direct mail, etc.
- Match sales-ready leads to the right salespeople
- Convert prospects into opportunities, accounts, and contacts with a single click
- Account Management
- Single database
- Customer data across products, geographies, account, and status
- Price quotes, sales orders, and invoices
- Purchase history to find cross-sell and up-sell opportunities
Pipedrive is a sales-based CRM that focuses on making efficient sales productivity with less time needed for admin. Pipedrive provides its clients with a user-friendly interface. With the deals tab, you can see all the deals on the pipeline.
You can save time with simple deal management and open a pop-up dialogue box to arrange the details. Pipedrive provides users with an advanced Activity Scheduler to synchronize emails, prevent double entries, and save valuable time for all the work. The Statistics tab enables you to follow the performance of clients, the value of each separate deal, the activity history of every lead, and export all the information with ease. Other features include:
- Goal Setting & Reporting
- Powerful API
- Mobile Apps
- Full Customization
- Roles & Organizational Hierarchy
- 24/7 Support
- Timeline view
- Sales reporting
- Email tracking
- Powerful API
- Multi-language and multi-currency
- Simple data import & export
Zoho vs. Pipedrive Integration
The right CRM software will eventually make the sales processes run like clockwork. Integrating with other applications or software such as your email, website, marketing, or even social media, lets you create a network that is successful. Be sure that the potential solution fits with the systems that you are using to improve workflow and team efficiency.
Zoho CRM is integrated with Google Apps, ConstantConnect, QuickBooks, MailChimp, and Microsoft Outlook. It also integrates with cloud-based connectors like CloudWork and OneSaaS.
Pipedrive provides its users with Leadformly integration, Outlook, Gmail, and Salesforce integration. It also supports integration with DropBox and GoogleApps.
Take into consideration all the above-mentioned features Pipedrive vs. Zoho. Come up with the right decision in order to boost the productivity of your business and make it succeed.
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Our Guided Migration Service allows you to simply pay for 5 hours of technical support. You’ll have a dedicated, personal account manager discuss your options, guide you through the mapping process, and/or do the entire Self-Service Migration for you. For more details on our Guided Service, check out this page.
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