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Compare PHC FX vs Zurmo CRM

What is better PHC FX or Zurmo CRM? When choosing the appropriate CRM Software for your firm it is suggested that you assess the functions, rates, and other critical info concerning the product and vendor. Here, you are able to see the parallels and differences between PHC FX (overall score at 6.6 and user satisfaction at 100%) and Zurmo CRM (overall score at 8.2 and user satisfaction at 100%).

You can also look at their particulars elements, for example tools, plans, rates, terms, etc. Similarly, analyze the terms carefully for information on hidden costs, including, setup fees, separate helpdesk support, upgrade fees, storage fees, and more.

People who don't have much time or could use a Accounting Software recommendation from our experts may want to investigate these top choices for this year: NetSuite ERP, FreshBooks, Sage 50cloud.

NOAWARDS
YET

SmartScore™

OUR SCORE 6.6

User Satisfaction

CUSTOMER EXPERIENCE 100%

Pricing

Starting from $49.76

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Control Leads and Opportunities
  • Dedicated Support Email
  • Create discounts for each customer or item
  • Favorite and recent actions
  • Complete Customer Management
  • Quick links and recent forms
  • Deduct Tax Automatically
  • Access all your analytics, metrics everywhere
  • Dialogue Time Control
  • Simultaneous Users
  • Data Import
  • Multi-company
  • Ticket Management
  • Create invoices according to your needs
  • Discount tables by customer type/item type
  • Complete integration between products
  • Split Payments
  • Sales Team Management
  • Manage your Documents Online
  • Multilingual

Pricing Info

Here are the PHC FX cost details:

PHC FX (Business) offers free trial and subscription versions. For the subscription version, you can choose an annual plan or pay on a monthly basis.

Net edition
£31.71 per month ($49.76) annual billing: Includes 2 Users + Database 500 Mb) – Additional User £11.97 ; Database 500Mb £6.3

  • Manage your business: Customers, Suppliers, Stocks, Products, Banking, Bank Accounts
  • Any and All Invoicing Documents
  • Profitability Analytics and Metrics

Max edition

£50.12 per month ($78.65) annual billing: Includes 2 Users + Database 500 Mb) – Additional User £20.9 ; Database 500Mb £6.3

  • Manage your business: Customers, Suppliers, Stocks, Products, Banking, Bank Accounts
  • Any and All Invoicing Documents
  • Profitability Analytics and Metrics
  • Checks
  • Compound Products
  • Control Bad Credit
  • Discounts
  • Discounts

The price of a PHC FX system includes:

  • Unlimited Traffic
  • Knowledge Base
  • Independent Training
  • Datacenter Host
  • Interactive Manuals
  • Security and Backups
  • Upgrades

 

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Adobe Portugal, Microsoft Portugal, Wiz Interactive, N2K, Sunergetic, Gumelo

Integrations

None indicated.

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

Designed to provide the best business solutions, PHC FX is a complete business solution that offers a wide range of functionality at an affordable price.

Company Email

Contact No.

Company's Address

Suite LP23252
Lower Ground Floor
145-157 St John Street
London
EC1V 4PW

NOAWARDS
YET

SmartScore™

OUR SCORE 8.2

User Satisfaction

CUSTOMER EXPERIENCE 100%

Pricing

Starting from $35

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Account management
  • Activity management
  • API
  • Campaigns and email marketing
  • Contacts management
  • Conversations
  • Customizable homepage
  • Dashboards
  • Developer friendly
  • Email correspondence
  • Email archiving
  • Exchange integration
  • Gamification
  • Gmail integration
  • Google Maps
  • Group security
  • Internationalization
  • Lead management
  • Marketing automation
  • Mobile ready
  • Opportunity management
  • Outlook integration
  • Personalization
  • Product management
  • Reporting
  • Security management
  • Workflow

Pricing Info

Here are the Zurmo cost details:

Zurmo CRM offers three subscription plans that require annual payment.

Team

  • $35 / User / Month
  • Minimum five users

Professional

  • $59 / User / Month
  • Minimum five users

Enterprise

  • $99 / User / Month
  • Minimum 10 users

The vendor offers a risk-free trial for 30 days for all three plans.

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

TazWorks, Brilliant Noise, Ecksodus, srcLogic

Integrations

Zurmo CRM supports the following integrations:

  • Email Archiving
  • Exchange
  • Gmail
  • Google Calendar
  • Google Contacts
  • Google Single Sign-on
  • Google Web Tracking
  • Outlook
  • Rapleaf / Full Contact
  • VOIP (SIP Calling)
  • Zapier

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

An open source CRM platform that integrates sales, marketing automation, and project management software into one solution.

Company Email

info@zurmo.com

Contact No.

Company's Address

27 North Wacker Drive, Suite 370, Chicago, Illinois 60606

FreshBooks

Partner

This product is our partner, which means they paid for being featured as one of the suggestions. Our team takes great care to ensure all sugested products are reliable, top-quality solutions.

SmartScore™

OUR SCORE 9.8

User Satisfaction

CUSTOMER EXPERIENCE 99%

Pricing

Starting from $15

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

Online Invoicing

  • Customizing your invoice
  • Tracking Invoice Views
  • Puting Business on Auto-Pilot
  • Getting paid with deposits
  • Getting paid with credit cards
  • Customizing due dates
  • Quick discounts
  • Estimates
  • Online Payments
  • Late Payment Fees
  • Recurring Invoices & Auto Payment
  • Multi Currency & Multi Language
  • Client Portal
  • Late Payment Reminders
  • Sales Taxes
  • Client Credit
  • Track Offline Payments
  • Send Emails or Snail Mail
  • Automated Tax Circulations
  • Invoice Previews
  • Knowing when the customer has seen the invoice

Expense Tracking

  • Automatic expense import
  • Snaps
  • Tracking spending per project
  • Remember vendors
  • Tax friendly categories
  • Easy-to-read categorization
  • Attach receipts (PDF or Image)
  • Expense Report Filters
  • File import
  • Recurring Expenses
  • Assign & Rebill Expenses

Time Tracking

  • Timer
  • Team timesheets
  • Clear breakdown of the day
  • Tracking against clients and projects
  • Detailed Time entry notes
  • Automated bills for tracked hours per project
  • Project Managers
  • Track Unbilled Time
  • Different Rates for each Project
  • Generate Invoices

Projects

  • Sharing images and files
  • Collaborating with clients, contractors, and employees
  • Project due dates
  • Centralized conversations
  • Current Project overviews

Payments

  • MasterCard, Visa, and American Express
  • Quick bank deposits
  • Automatically recorded payments
  • Fees recorded as expenses
  • Single-click setup
  • Safe & secure
  • Simple payment experience

Accounting Reports & Taxes

  • Accounts Aging
  • Profit & Loss
  • Balance Sheet
  • Expense Reports
  • Item Sales
  • Sales Tax
  • Export to CSV or Excel
  • Invoice Details Reports
  • Accounts Aging Reports
  • Filters for report customization
  • Summary of outstanding revenue
  • Clear spending breakdowns

Pricing Info

FreshBooks offers a flexible SMB and enterprise pricing scheme where plans are tailored to suit the needs of every business or small accounting team. What is more, the company offers a 30-day free trial where you can examine the features prior to choosing the most suitable plan. The difference between plans depends on the number of active clients you intend to bill, while functionalities remain the same allowing you to:

  • Customize and send unlimited invoices
  • Invoice status tracking and updates
  • Automatic late payment reminders and fees
  • Easily accept online credit card payments
  • Easily add and categorize expenses
  • Track your time by project and clients
  • Clear and simple reports and dashboards
  • Work on any device – computer, tablet or mobile
  • Data that’s 100% secured and automatically backed up

These are the pricing details for each available plan:

Lite – $15/month

  • Bill up to 5 active clients

Plus – $25/month

  • Bill up to 50 active clients

Premium – $50/month

  • Bill up to 500 active clients

Note that the company also offers discounts for annual payment.

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Chocosol, Giant Robot Engine, InfluAds, Mimic Interactive

Integrations

FreshBooks integrates with the following business systems and applications:

  • Google Apps for Work
  • Gusto
  • OneSaas
  • Shopify
  • Stripe
  • Capsule
  • Acuity Scheduling
  • Partial.ly
  • hurdlr
  • You don’t need a CRM!
  • Yalla
  • 123 Form Builder
  • Revamp CRM
  • EazyBI
  • FUNDBOX
  • Zapier
  • HubSpot
  • Braintree
  • Solve
  • Zendesk
  • LiveChat
  • Automatic
  • MileIQ
  • ReceiptBank
  • Xpenditure
  • Wufoo
  • MailChimp
  • Authorize.net
  • PayPal
  • PAYMENTEVOLUTION
  • Basecamp
  • Citrix Podio
  • Bidsketch
  • Proposify
  • Blacktimer
  • Chrometa
  • ChronoMate
  • Hours
  • toggl
  • Avalara TrustFile
  • RightSignature

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

FreshBooks is the winner of our 2018 Best Accounting Software Award. It is a great cloud accounting app for small business that makes billing easy and effective.

Company Email

info@freshbooks.com

Contact No.

Company's Address

35 Golden Avenue, Suite 105
Toronto, ON M6R 2J5
Canada

It may not always be enough to simply compare PHC FX and Zurmo CRM with each other. Even though specific tools, pricing plans and customer comments are all crucial and should be included when making a final decision, you should also take a look at the recognition and awards won by each software. In many cases a less known solution may turn out to be an excellent choice that was a winner of many SaaS awards such as our Experts’ Choice Award which shows that despite smaller market popularity it’s a worthy rival to the services that dominate the market.

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