Compare ConvergeHub and Zoho
The CRM market has a wide range of choices.
But are they catering to the needs of SMBs ? Small and midsized firms have limited marketing budget, while the needs are versatile. Allocating a separate budget for sales, marketing and support becomes a burden.
ConvergeHub is designed keeping this in mind. This is an all-in-one CRM that caters to the diverse needs of a growing enterprise.
While there’s a bevy of Zoho alternatives, ConvergeHub offers an integrated solution that optimizes your service operations and automates key processes of Sales & Marketing.
| ConvergeHub | Agile |
|---|---|
| ConvergeHub is a powerful cloud-based CRM tool with next gen features like email campaigning tool, marketing automation engine, social media monitoring tools and seamless integration with applications that you rely on, and a full range of analytical and reporting feature driven dashboard. | Zoho provides a wide variety of business tools. Their CRM covers sales, marketing, support and inventory management, However, so many features makes it difficult to implement and manage. Also, the basic version does not offer much choices on the features. |
Zoho is great for small businesses looking for a simpler solution, but the basic version of ConvergeHub is feature-rich that helps create superior customer journeys to drive more business, revenue, and growth.
Zoho offers four types of subscription plans Standard, Professional, Enterprise, and Ultimate. While the standard one starts from $20 per user, it only offers features like account deals, customer relationship management views, and tasks. To access Zoho’s advanced tools, including unlimited custom list views, 100 active blueprints, and enhanced feature limits, you have to subscribe for a $65 plan.
However, Zoho offers a free plan too. It can be set up for three users ( however all the features are not available) with small scale business.
On the contrary, ConvergeHub’s basic plan offers several key features which help you create an ultra-connected experience and achieve strategic business outcomes. It starts with $9 per user.
Keep exploring!
| Zoho | ConvergeHub | |
|---|---|---|
| CRM Features | ||
| Timeline for setup | Within a few days | Within a few hours |
| Marketing Automation | Basic | |
| Ease of Access | Moderate | Extremely Simple |
| Pricing | Starts at $12 per user/month | Starts at $9 per user/month |
| Plans | Monthly/Yearly contract | Quarterly/Yearly contract |
What makes ConvergeHub the Best Zoho Alternative
ConvergeHub CRM has made its mark in the marketing automation with a whole array of features ranging from multistep campaigns, autoresponders, automated lead scoring, lifecycle and drip marketing, to behavior-based lead and customer segmentation.
ConvergeHub users leverage its multichannel campaigning tools for sales and marketing automation, while Zoho in its standard version provides none of these features to its users.
| Zoho | ConvergeHub | |
|---|---|---|
| Multi-step Campaigns | ||
| Auto Responders | ||
| Automated Lead Scoring | ||
| Life-cycle & Drip Marketing | ||
| Behavior-Based Segmentation | ||
| Automatic Campaign Triggering |
ConvergeHub users have access to predefined email templates, which they customize, and personalize their emails depending on the requirements. Moreover, ConvergeHub also offers email details, whereby users can check their emails, which are being viewed, delivered and more.
| Zoho | ConvergeHub | |
|---|---|---|
| Email Templates & Themes | ||
| Email Personalization |
ConvergeHub CRM offers analysis on several modules using user-defined metrics and growth reports. It is capable of providing reports on various email campaigns where conversion data and targets can be tracked. Moreover, ConvergeHub also offers email campaign analytics, whereby users can track their email open rate, click rate, and more.
ConvergeHub has embedded analytical tools in the CRM solution for identifying opportunities and trends for better planning and efficient execution. The analytical tools also encompass growth metrics and behavior analysis.
| Zoho | ConvergeHub | |
|---|---|---|
| Email Tracking | ||
| Email Open Notifications | ||
| Web Visitor Tracking |
ConvergeHub offers a billing module, which has estimation, invoicing, and payment tracking capabilities. Moreover, we are constantly adding new and improved integrations for facilitating greater use of our CRM.
| Zoho | ConvergeHub | |
|---|---|---|
| Billing/Invoicing | ||
| Payment Tracking |
ConvergeHub CRM makes your sales and marketing funnel work perfectly by dividing your database into suspect, prospects, and accounts, which is also available with Zoho.
However, unlike ConvergeHub customer relationship management application, Zoho CRM is devoid of any canned messages in its customer service module, which can help account representatives reply to most asked questions, using pre-composed messages that are intuitively managed in the CRM.
| Zoho | ConvergeHub | |
|---|---|---|
| Prospect Module | ||
| Canned Messages |
ConvergeHub helps you to manage projects of any scale with the help of its Project Module, which will need another application if you are using Zoho CRM.
ConvergeHub also helps users to custom workflow with sales process management tools. Create automated reminders so that users can get informed about their checklist of actions necessary for conversion and the leads do not fall through the crack. However, this functionality is also not available to the users of Zoho.
| Zoho | ConvergeHub | |
|---|---|---|
| Project Module | ||
| Automated Reminders | ||
| Sales Process Management |
While ConvergeHub is the first choice of the startups and entrepreneurs for CRM management, we will be talking about five Zoho alternatives.
HubSpot
An easy-to-use CRM platform, HubSpot caters to businesses of all sizes. It’s highly scalable which makes it easier for adapting to existing workflows down to managing all prospects and closing deals. It brings unparalleled integrations to ensure that your marketing efforts and sales goals are aligned. While the HubSpot CRM is completely free to use, paid plans are available for those who are planning for large-scale marketing and strengthening their sales.
HubSpot CRM offers a great platform to reduce time spent on organizing and collating information about your prospects and customers. Automation capabilities of HubSpot are excellent which makes client engagement hassle free at every stage. In fact, it keeps you updated about client interactions at every stage without going much deeper into the email trails.
Advantages of HubSpot over Zoho
Where Zoho is Better
Multi-channel marketing: Zoho supports multi-channel marketing by strengthening omnichannel engagement.
Real-time notifications: Thanks to Zoho’s SalesSignal feature that keeps you updated with real-time notifications across all platforms and third-party integrations.
Zoho Integrations: Zoho’s vast library of apps offers better integration facilities than HubSpot to supercharge your operations.
Why ConvergeHub is a better choice?
The basic version of ConvergeHub offers multichannel marketing, real-time notifications as well as powerful integration of sales, marketing and support, along with an intuitive interface.
Salesforce Essentials
Salesforce Essentials is a potential all-in-one CRM tool that connects lead management, marketing, and sales on a single platform and centralizes all client data. It is a cloud-based solution that makes sure all teams can quickly key information and fix up themselves with comprehensive knowledge about each contact giving them access to their activities in a thorough chronology and chat history.
Salesforce Essentials, when combined with Salesforce Einstein AI and automated machine learning, enables agents to decide their following course of action swiftly as the platform serves essential data at their fingertips. Forecasting, tracking of top achievers, and crystal-clear data insights are just a few of the AI’s functions.
With it, sales representatives no longer need to manually keep a track of client actions. The tool makes daily operations for teams hassle-free. A chatter feed for simple communication allows users to efficiently interact. Additionally, you may instantly route prospects to your most qualified agents by using automatic lead scoring. Users gain from coordinated sales and marketing initiatives as well as more precise reports thanks to the way Salesforce Essentials centralizes all client information on a single platform. With this knowledge at your disposal, you are better able to comprehend each client and have a wealth of data-driven insights to support your strategies and interactions.
It offers a wide range of customization options , allowing customers to design workflows that meet their needs and swiftly funnel leads into deals. It makes use of a drag-and-drop visual interface that lets you design workflows that work for you, making it simple for you to manage your deals and move clients through different phases. The platform also includes a mobile app that lets you manage and facilitate all customer connections on-the-go and do business wherever you are.
Advantages of Salesforce Essentials over Zoho
Adaptability: It enables you to customize the platform to fit your particular sales procedures.
Simplicity: The platform automates data entry which was otherwise done manually. It automatically presents pertinent data without even asking.
Comprehensibility: At a lower price, this platform offers a wide range of CRM-focused solutions that makes client interaction and management easier and increases your ROI.
Where Zoho is better
Free option: Zoho offers a free plan up to three users. Benefit from a feature-packed free plan for up to three users.
Excellent integrations: It gets you free access to the Zoho ecosystem, the platform enables real-time updates for third-party integrations to keep you informed at all times.
Exceptional automation: Top-notch automation features eliminates tedious tasks of data entry to accelerate sales processes.
Why ConvergeHub is a better choice
The basic version of ConvergeHub offers powerful integration, customizable features and exceptional automation facilities all at the same time. Obviously, at a fraction of cost.
Freshsales
Freshsales offers a CRM that can handle all of your lead management needs. It enables businesses to better manage pipelines with a simple deal card, participate in conversations with context, and discover the highest quality leads through behavior-based tracking and scoring. Users of Freshsales enjoy a 360-degree picture of their sales funnel, including all won and lost offers as well as the most basic customer data. Based on a variety of filters, leads can also be automatically assigned to the best sales reps. To make sure that all appointments and projects are completed, notifications can also be set up.
Freshsales offers total transparency into the sales pipeline stages of various clients at any given time. Users also have access to a drag-and-drop interface that allows them to simply customize stages and offer deals. With its mobile apps, users may access customer data at any time and from any location. With the help of numerous filtering tools, you can quickly gather actionable insights from your reports, which you can then enter into a variety of understandable visual graphs, charts, or tables.
Advantages of Freshsales over Zoho
Organized management: Get a comprehensive picture of your client profile and touchpoints on a single screen so you can quickly see all of your deals. Additionally, it has a simple drag-and-drop navigation system for organizing sales pipelines.
Automated lead assignment: Based on numerous criteria, automatically allocate new leads to your sales teams in groups.
Integrated phone system: It features an auto-dialer, call routing, personalized welcome greetings, and the ability to transfer calls immediately out of the box.
Website Audit: Its website tracking feature can rank prospects according to how they use the site.
Where Zoho is better
Excellent social CRM: Keep in touch with current and potential customers, communicate on social media, and do it from within the CRM.
Real-time notification on the go: Maintain real-time awareness of all sales developments, rapidly follow up with cold leads, and organize updates with ease.
Forecasting sales: Tailored forecast reports to strategize sales goals
Why ConvergeHub is a better choice
It offers an enterprise grade CRM system that provides most of the professional features in its basic version.
PipeDrive
Sales teams may swiftly close agreements with the help of Pipedrive rather than stumbling over tedious and challenging administrative tasks. The software tracks all progress automatically whether you’re responding to emails or speaking with customers on the phone, allowing you to concentrate on your clients rather than manually entering information into the CRM. Additionally, sales teams are provided with a clear perspective of the sales funnel and a visual interface that allows them to change customer information and drag and drop deals into various phases, all from a single view. The software also offers excellent customizability, allowing you to modify your own pipelines to meet your specific requirements.
Its timeline layout makes it simple to engage clients contextually, and its automatic lead score makes it simple to choose which prospects to focus on first. In addition, Pipedrive boasts a variety of third-party system interfaces, strong APIs, email monitoring, fully customized online forms, a sophisticated activity scheduler, outstanding reporting tools, seamless mobile optimization, and more.
Advantages of PipeDrive over Zoho
Exceptional customization: You can nearly completely personalize the platform to fit your particular sales operations. This comprises fields, actions, dashboards, pipelines, special reports, and more.
Outstanding reporting features: Users can take use of thorough, visual summaries thanks to Pipedrive’s ability to store all relevant data and chats on a single database. The platform offers split sales statistics, configurable reports with a variety of custom filters, testing of different sales methods, sales forecasting, and other reporting features.
Where Zoho is better
Free plan: Free plans come with limited features.
Social media participation: You can easily keep up with a customer’s or prospect’s hobbies and social connections with your brand thanks to its social CRM capabilities.
Why ConvergeHub is a better choice
Pipedrive is more of a sales CRM while ConvergeHub supports sales, marketing and customer support, all at the same time. Thus, ConvergeHub offers more comprehensive features to manage your operations better.
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