Average Ratings 20 Ratings

Total
ease
features
design
support

Average Ratings 125 Ratings

Total
ease
features
design
support

Description

Boost the growth of your business with Dynamics 365, a cutting-edge suite of CRM and ERP solutions. Integrate your data seamlessly. Gain insightful predictions. Attain remarkable outcomes. Make informed choices. Implement strategies that propel your business forward. Cultivate and enhance valuable relationships. Elevate both productivity and performance metrics. Access a comprehensive view of your customers. Identify and develop promising leads. Craft cohesive customer interactions. Keep abreast of market shifts. Provide exceptional customer experiences more swiftly. Streamline resources and enhance technician efficiency. Lower operational expenditures. Transform your conventional global financial management practices. Streamline processes for heightened efficiency. Minimize operational costs and simplify financial complexities. Transition from reactive to proactive operations. Modernize and ease your manufacturing and supply chain processes. Extend the longevity of your assets. Integrate your physical and digital sales channels. Foster brand loyalty through meaningful engagement. Surpass customer expectations consistently, ensuring they feel valued and understood.

Description

Zoho CRM offers a simple and clean interface layout with a variety unique features that increase lead conversion rates. The CRM has an intuitive dashboard that allows you to run'macros' that will streamline the way a lead is contacted. This will also allow you to track the progress of a sale. Administrators can monitor missed opportunities, best performing agents, and make business-impacting decision using the sales report function.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

5X Yes 
AgilePoint NX Yes 
Campaign Monitor Yes 
CloudCall Yes 
ConnectPointz Yes 
Haber Chat Yes 
Ikigai Yes 
Informatica Intelligent Cloud Services Yes 
Leadfeeder Yes 
Linq Yes 
Membrane Yes 
Rayven Yes 
RentalResult Yes 
Repfabric Yes 
Sopact Impact Cloud Yes 
Stackreaction Yes 
Truto Yes 
Vonage Communications APIs (Nexmo) Yes 
Webmecanik Yes 

Integrations

5X Yes 
AgilePoint NX Yes 
Campaign Monitor Yes 
CloudCall Yes 
ConnectPointz Yes 
Haber Chat Yes 
Ikigai Yes 
Informatica Intelligent Cloud Services Yes 
Leadfeeder Yes 
Linq Yes 
Membrane Yes 
Rayven Yes 
RentalResult Yes 
Repfabric Yes 
Sopact Impact Cloud Yes 
Stackreaction Yes 
Truto Yes 
Vonage Communications APIs (Nexmo) Yes 
Webmecanik Yes 

Pricing Details

$190 per user per month
Free Trial No 
Free Version No 

Pricing Details

$14.00/month/user
Standard Edition - $14/user/month
Professional - $23/user/month
Enterprise - $40/user/month
Ultimate - $52/user/month

Get a 15-day FREE Trial with every edition.
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

Microsoft

Founded

1975

Country

United States

Website

dynamics.microsoft.com

Vendor Details

Company Name

Zoho

Founded

1996

Country

United States

Website

www.zoho.com/crm/

Product Features

Billing and Invoicing

Billing Portal Yes 
Contact Database Yes 
Contingency Billing No 
Customer Portal No 
Customizable Invoices No 
Dunning Management Yes 
Hourly Billing No 
Invoice History No 
Mobile Payments No 
Multi-Currency No 
Online Invoicing No 
Online Payments No 
Payment Processing Yes 
Project Billing No 
Recurring/Subscription Billing No 
Service Ticket Billing No 
Tax Calculator Yes 

Budgeting

"What If" Scenarios No 
Asset Planning Yes 
Balance Sheet Yes 
Capital Asset Planning Yes 
Cash Management Yes 
Consolidation / Roll-Up Yes 
Forecasting Yes 
General Ledger Yes 
Income Statements Yes 
Multi-Company No 
Multi-Department / Project Yes 
Profit / Loss Statement Yes 
Project Budgeting Yes 
Run Rate Tracking No 
Version Control No 

Business Intelligence

Ad Hoc Reports No 
Benchmarking No 
Budgeting & Forecasting No 
Dashboard No 
Data Analysis No 
Key Performance Indicators No 
Natural Language Generation (NLG) No 
Performance Metrics No 
Predictive Analytics No 
Profitability Analysis No 
Strategic Planning No 
Trend / Problem Indicators No 
Visual Analytics No 

Business Management

Billing & Invoicing No 
CRM Yes 
Employee Management No 
Financial Management No 
Inventory Management Yes 
Marketing Management Yes 
Order Management No 
Point of Sale (POS) No 
Project Management No 
Purchasing No 
Scheduling Yes 
Time & Expense Tracking Yes 
Training Management No 
Vendor Management No 

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

ERP

Accounting Integration Yes 
Accounting Management Yes 
CRM Yes 
Dashboard Yes 
Distribution Management Yes 
Enterprise Asset Management Yes 
Financial Management Yes 
HR Management Yes 
Inventory Management Yes 
Order Management Yes 
Project Management Yes 
Purchase Order Management Yes 
Purchasing Yes 
Reporting/Analytics Yes 
Sales Management Yes 
Supply Chain Management Yes 
Warehouse Management Yes 

Lead Generation

Contact Discovery No 
Contact Import/Export No 
Lead Capture Yes 
Lead Database Integration Yes 
Lead Nurturing No 
Lead Scoring No 
Lead Segmentation No 
Pipeline Management No 
Prospecting Tools Yes 
Visitor Identification No 

Sales Force Automation

Call Management Yes 
Campaign Management Yes 
Channel Management No 
Commission Management Yes 
Contact Management Yes 
Contract Management No 
Customer Database Yes 
Email Marketing Yes 
Field Sales Management Yes 
Lead Management Yes 
Opportunity Management Yes 
Performance Metrics Yes 
Proposal Generation Yes 
Referral Tracking Yes 
Sales Forecasting Yes 
Territory Management Yes 

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

Lead Management

Activity Tracking No 
Campaign Management Yes 
Lead Capture Yes 
Lead Distribution No 
Lead Nurturing Yes 
Lead Scoring Yes 
Lead Segmentation Yes 
Pipeline Management Yes 
Prospecting Tools No 
Source Tracking Yes 

Sales Force Automation

Call Management Yes 
Campaign Management Yes 
Channel Management Yes 
Commission Management No 
Contact Management Yes 
Contract Management No 
Customer Database Yes 
Email Marketing Yes 
Field Sales Management Yes 
Lead Management Yes 
Opportunity Management Yes 
Performance Metrics Yes 
Proposal Generation No 
Referral Tracking Yes 
Sales Forecasting Yes 
Territory Management Yes 

Sales Performance Management

Incentive Compensation Management (ICM) No 
Predictive Sales Analytics Yes 
Quota Management No 
Reporting / Analytics Yes 
Sales Coaching Analysis No 
Sales Gamification Yes 
Sales Performance Tracking Yes 
Sales Planning & Forecasting Yes 
Territory Management Yes 

Sales Tracking

Activity Dashboard No 
Alerts / Notifications No 
Appointment Scheduling No 
Call Logging No 
Comments / Notes No 
Custom Reports No 
Document Management No 
Email Templates No 
Interaction Tracking No 
Lead Management No 
Lead Scoring No 
Pipeline Management No 
Reporting / Analytics No 
Task Management No 

Alternatives

Alternatives

NetSuite Reviews

NetSuite

Oracle
HubSpot CRM Reviews

HubSpot CRM

HubSpot
Infor M3 Reviews

Infor M3

Infor