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Compare HaystackCRM vs. Zoho CRM

If you need to have a quick way to learn which CRM Software product is better, our exclusive system gives HaystackCRM a score of 8.0 and Zoho CRM a score of 9.4 for overall quality and performance. Moreover, HaystackCRM is rated at N/A%, while Zoho CRM is rated 92% for their user satisfaction level. You can also review their product details, including functions, tools, options, plans, pricing, and many more. See if the application allows you to customize some of its processes to make sure it matches your own business procedures. If you would like to quickly locate the optimal CRM Software according to our review team we recommend you examine one of these products: Salesforce CRM, Freshdesk, HubSpot CRM.
Software

HaystackCRM

VS

Zoho CRM

VS

HaystackCRM screenshot Zoho CRM screenshot
Pricing Details

Our Score

Our Score

8.0 ?

Our Score

9.4 ?

Client Satisfaction

Client Satisfaction

Client Satisfaction

N/A ?

Client Satisfaction

92% ?

Cost

Cost

$29

free

Pricing Type

Pricing Type

Free | Monthly payment Monthly payment | Annual Subscription
Complete Review

Complete Review

General Info

General Info

HaystackCRM is the premier CRM solution for small to medium businesses. You’re on the go, and now you can fully operate all features of your CRM on any mobile device.
Zoho CRM is the winner of our 2017 Expert's Choice Award. It enables you to track opportunities, forecast sales, efficiently manage contacts, and much more.
Quick Links
Available Devices

Available Devices

Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Phone Number

Phone Number

(336)-645-8035 +1-888-900 9646
Available Support

Available Support

Phone
Ticket Training
Phone
Ticket Training
Languages Supported

Languages Supported

English English, Chinese, German, Hindi, Japanese, Spanish, French, Russian, Italian, Dutch, Portugese, Polish, Turkish, Swedish
Pricing Details

Pricing Details

Learn more about HaystackCRM pricing Learn more about Zoho CRM pricing
Prominent Clients

Prominent Clients

ClearTrip for Business, TDirect, ThinkCre8tive, Pepperstone
Client Types

Client Types

Small Business | Medium Business | Freelancers Small Business | Large Enterprises | Medium Business | Freelancers
Contact Email

Contact Email

support@HaystackCRM.com sales@zohocorp.com
Available Integrations

Available Integrations

HaystackCRM integrates with the following business systems and applications:

  • Evernote
  • Google Drive
  • Gmail
  • Calendar Apps
  • Google Maps
  • Apple Maps

You can extend Zoho CRM by integrating it with some of the following applications:

 

  • Zoho Mail
  • Zoho Creator
  • Zoho Finance Suite
  • Zoho PhoneBridge
  • Zoho Projects
  • Zoho Campaigns
  • Zoho SalesIQ
  • Zoho Cliq
  • Zoho Analytics
  • Zoho Survey
  • Zoho Desk
  • Zoho Forms
  • Zoho Writer
  • Zoho Motivator
  • Zoho Meeting
  • Google G Suite Integration
  • Gmail
  • Google Ads Integration
  • Microsoft Outlook
  • Microsoft Office 365
  • Plug-in for MS Word
  • QuickBooks
  • MailChimp
  • Contactology
  • Coconect
  • Constant Contact
  • Zopim
  • Twitter
  • Facebook
  • vWorkApp
  • ClickDesk
  • ExactTarget
  • HelpOnClick
  • gUnify
  • OneSaaS
  • Socket
  • TeamSupport.com
  • GetResponse
  • Wufoo
  • SimplyCast
  • CloudWork
  • Unbounce
Available Features

Available Features

HaystackCRM FEATURES

  • Contact Management
  • Schedule Management
  • Intuitive Dashboard
  • Leads and Opportunities Management
  • Event Management
  • Team Management
  • Quotes and Proposals
  • Products and Service Catalog
  • GPS (Who’s Near Me?”
  • Email Integration

Zoho CRM FEATURES

Sales Force Automation
  • Lead Generation & Qualification
  • Pipeline Analysis
  • Sales Stage & Probability Analysis
  • Competitive Analysis
  • Real-Time Forecasting
  • Quota Management
Lead Management
  • Automate lead management process
  • Fast track lead to deal process
  • Capture leads from website
  • Import leads from trade shows, seminars, direct mail, etc.
  • Match sales-ready leads to the right sales people
  • Convert prospects into opportunities, accounts, and contacts with a single click
  • Sales processes as per own best practices (B2B & B2C)
Account Management
  • Single database
  • Customer data across products, geographies, account, and status
  • Parent-child relationships between customer accounts and their subsidiaries
  • Price quotes, sales orders and invoices
  • Purchase history to find cross-sell and up-sell opportunities
  • Loyalty programs
Effective Follow-up
  • Log important customer calls
  • Save customer meetings and calls in an intuitive calendar
  • Invite employees, leads and contacts to meetings and events
  • Manage recurring events by day, week, month and/or year
Website Integration with Forms
  • Create forms with no coding
  • Set rules to simplify lead distribution
  • Upload forms live instantly
  • Catch leads directly into your CRM
CRM Workflow Management
  • Workflow alerts while creating or modifying records
  • Associate tasks to the workflow rules with CRM records
  • Email notifications with templates and upon triggering a workflow rule
  • Auto schedule the workflow actions at pre-defined interval
  • Instant notifications to 3rd party applications via Webhooks
  • Custom Functions
  • Macros automate tasks
Sales Tracking
  • Sales Opportunity Management
  • Monitor sales opportunities across sales cycle
  • Import sales opportunities from third-party solutions and services
  • 360-degree view
  • Drag-and-drop customization wizard
  • Big deal alert
  • Sales pipeline and sales escalation process
  • Free Edition
Pulse
  • Track records that are critical to your business based on your criteria
  • Stay on top of sales updates in real time
  • Identify cold prospects for a sales follow-up
  • Sort updates by users and modules
  • Sort records by record owner and module
  • Complete visibility based on last activity
Sales Forecasting
  • Revenue based on data within Zoho CRM
  • Create, assign and revise sales quotas
  • Assess individual and team performance
  • Forecast accuracy against commit amounts
  • Fully customizable forecast reports and dashboards
Productivity
  • Business Card View
  • Quick glance at important details of the contact without scrolling or searching
  • Customize fields
MailMagnet
  • Captures, collates and distributes customer email activity within your CRM
  • Get notification and reply to customer emails within CRM
  • Intuitively scans your mailbox and displays only relevant emails
  • Send emails via your favorite mail client
  • Get a copy of the email linked to the right lead or contact in CRM
  • Link prospect and customers emails with your CRM data
  • Share emails from prospects based on your own rules
  • Create mail merge templates for different modules
  • Get updated user info in merged documents
  • Manage templates in secured folders
Document Library
  • Role-based folders, sub-folders
  • Share collateral to your salespeople
  • Send documents from your CRM
  • One document can have multiple versions
  • Quick feedback from colleagues to improve document
Social CRM
  • View social interactions of your brand with prospect
  • Reply to direct messages, likes and mentions via your brand’s social profile
  • Engage future prospects from within the social stream
  • Stay tapped on customer’s interests and updates
  • Comment or like them inside CRM
Mobile CRM
  • Real time access to customer data
  • Receive sales alerts
  • Search customers nearby, create tasks
  • Capture trade show leads directly into Zoho CRM
  • Digitalize and save business cards on your iPhone
CRM for Google Apps
  • Custom Modules, API, Webhooks and Custom Functions
  • Create campaigns, email marketing & autoresponders
  • Enable security controls, organizational hierarchy & territories
Pricing Info

Pricing Info

Haystack CRM offers the following plans, contact the vendor for more product information and enterprise pricing details.

Free

  • 1 user account
  • Up to 2500 records (contact, company, event, opportunity or item)
  • Apps for iOS, Android, and web access

Full Access – $29/user/month

  • Accounts for every member of your team
  • Unlimited records
  • Ability to share information with your team
  • Priority support
  • Apps for iOS, Android, and web access

Zoho CRM offers a free edition and per user monthly subscription plans that are billed annually. All major cards and bank or check transfer are accepted. There is also a great free trial plan that you can try out. These are the SMB and enterprise pricing plans to choose from:

Free Edition – Up to 3 users

  • Leads
  • Contacts
  • Accounts
  • Opportunities
  • Tasks, events, call logs, and notes
  • CRM views
  • Advanced filters
  • Status updates
  • Direct messages
  • Attach files to feeds
  • Follow up rules
  • Twitter, Facebook & Google+ integration
  • 10 Email templates
  • Email opt-out
  • Several other features

Standard – $18/user/month (billed monthly) $12/user/month (billed annually) plus tax, as applicable

  • All features from Free Plan +
  • Workflow rules
  • Scoring rules
  • Webforms
  • Sales forecasting
  • Custom fields
  • Roles and profiles
  • Document library
  • Charts and KPIs
  • Secure, encrypted transmission
  • Call center connectors

Professional – $30/user/month (billed monthly) or $20/user/month (billed annually) plus tax, as applicable

  • All Features from the Standard Plan +
  • Social CRM
  • Blueprint – Process management
  • Macros
  • Email integration
  • Inventory management
  • Google AdWords integration
  • Sales signals
  • Unlimited records

Enterprise – $45/user/month (billed monthly) or $35/user/month (billed annually) plus tax, as applicable

  • All Features from the Professional Plan +
  • Multi-user portals
  • Custom modules and buttons
  • Encryption at Rest
  • Subforms
  • Zia Voice – Conversational AI
  • Conditional fields
  • Mobile SDK and app distribution
  • Target meters, Anomaly detectors, Predictive AI

Ultimate – $100/user/month ( billed annually)

  • All Features from other plans +
  • Data enrichment
  • Email sentiment
  • Automation suggestions
  • Enhanced storage
  • Dedicated Database cluster
  • Free Premium support
Vendor's Address

Vendor's Address

HaystackCRM HQ
407 Parkway #F
Greensboro, NC 27401
USA
4141 Haciendra Drive
Pleasanton, CA 94588
USA
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All the data, details and statistics that we presented in this analysis were taken from official company sites, marketing content available online, actual experience from real users as well as our personal hands-on use of every app by an expert. We pay a lot of attention to comprehensively examine each software, so we not only test it on our own, but we also compare our observations with experiences of other people from the B2B community.