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Apptivo CRM vs Zoho

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Pros
  • A+ BBB rating
  • Comprehensive feature set with various customization options
  • Affordable plans
  • Mobile app
Pros
  • Comprehensive integration capabilities
  • Free demo
  • Live chat option
  • Omnichannel solution
  • Extensive customizations
Cons
  • Steep learning curve
  • May require the use of a developer
  • Limited free trial
Cons
  • Limited features in the free plan
  • Limited file storage
Summary

Founded in 2009 and headquartered in Fremont, California, Apptivo is a leading provider of cloud-based CRM and marketing management solutions tailored to businesses of all sizes, with a particular focus on small and mid-sized enterprises. They offer an integrated suite of tools that includes CRM, project management, invoicing, field service, and marketing automation, all designed to work seamlessly together. One of their standout features is the high level of customization, allowing businesses to tailor the platform to their specific needs and workflows. The software supports robust compliance with industry standards such as GDPR, ensuring data security and regulatory adherence. They also provide a versatile project management module that includes task tracking, time management, and collaboration tools, making it a comprehensive solution for managing various business functions. Explore more about how Apptivo might the solution for your business operational needs in this review.

Summary

Founded in 1996 and headquartered in Del Valle, Texas, Zoho has grown into a leading technology company offering a wide array of software solutions. Among their extensive product lineup, Zoho CRM stands out as a powerful tool designed to enhance customer relationship management for businesses of all sizes. The platform boasts robust features such as sales force automation, advanced analytics, journey orchestration, and the customizable Canvas Design Studio, providing the flexibility and efficiency needed to streamline operations and improve customer interactions. Zoho CRM’s high level of customization allows businesses to tailor the platform to their specific needs, and seamless integration with third-party applications and other Zoho tools enhances operational efficiency. The platform is also HIPAA and GDPR-compliant, ensuring robust data security measures to protect customer information. Customer feedback highlights Zoho CRM’s competitive pricing, user-friendly interface, and effective customer support, with live chat support offering real-time assistance. However, some users have noted performance issues, a steep learning curve for advanced features, and occasional responsiveness problems with the mobile app. Despite these challenges, Zoho CRM remains a favored choice for many businesses due to their extensive functionality, cost-effectiveness, and ability to integrate with a wide range of tools. Read more to see how Zoho CRM can elevate your business operations and customer relationships.
 

Quick Stats
  • Cloud-Based Software : True
  • Cost : Starting at $15 per user
  • Free Trial : 30 days
  • Mobile App : True
  • Business Size Supported : Small and medium businesses (SMBs)
Quick Stats
  • Cloud-Based Software : True
  • Cost : Free plan, then $12 per user per month when billed annually
  • Free Trial : Available
  • Mobile App : True
  • Business Size Supported : Any
Selling Points
  • High level of customization
  • Integrated invoicing features
  • Extensive marketing tools
Selling Points
  • Money-back guarantee
  • Industry-specific solutions
  • Free trial and plan
  • AI assistant
Pricing Options
  • Annual Subscription
  • Free Trial
  • Freemium
  • Monthly Subscription
Pricing Options
  • Annual Subscription
  • Free Trial
  • Freemium
  • Monthly Subscription
Features & Services
  • Activity Logging
  • AI-Powered Tools
  • API & Developer Tools
  • Automated Workflow Builder
  • Contact Management
  • Deal Tracking
  • Email Campaigns
  • Email Syncing & Templates
  • Field Customization
  • Lead Management
  • Performance Reports
  • Pipeline Management
  • Reporting & Insights
  • Workflows
Features & Services
  • Activity Logging
  • AI-Powered Tools
  • API & Developer Tools
  • Automated Workflow Builder
  • Contact Management
  • Deal Tracking
  • Email Campaigns
  • Email Syncing & Templates
  • Field Customization
  • Lead Management
  • Performance Reports
  • Pipeline Management
  • Reporting & Insights
  • Workflows
Integrations
  • Accounting Software
  • Lead Generation
  • Marketing Automation
  • Productivity Tools
  • Project Management
Integrations
  • Accounting Software
  • Lead Generation
  • Marketing Automation
  • Productivity Tools
  • Project Management
Security Features
  • Compliance Certifications
  • Data Encryption
  • Undisclosed
    Role-Based Permissions
  • Undisclosed
    Single Sign-On (SSO)
  • Undisclosed
    Two-Factor Authentication (2FA)
Security Features
  • Compliance Certifications
  • Data Encryption
  • Role-Based Permissions
  • Single Sign-On (SSO)
  • Two-Factor Authentication (2FA)
Customer Support
  • Email
  • FAQs
  • Help Guides
  • Live Chat
  • Mobile Application
  • Phone
Customer Support
  • Email
  • FAQs
  • Help Guides
  • Live Chat
  • Mobile Application
  • Phone

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