Compare Pivotal CRM vs. Zoho CRM

The ideal CRM Software is a solution that can tackle your company’s specific needs. You can find which option is best suited for your business if you assess a wider range of products before you decide which one is the best. For example, Pivotal CRM and Zoho CRM are scored at 8.0 and 9.4, respectively, for overall quality and performance. Similarly, Pivotal CRM and Zoho CRM have a user satisfaction rating of 100% and 92%, respectively, which indicates the general satisfaction they get from customers. Even better, get in touch with an existing customer of the software and ask for their feedback concerning the application in question. Those of you who want to save some time or could use a CRM Software advice from our team might want to examine these top choices for the current year: Freshdesk, HubSpot CRM, Pipedrive.
Compare

Pivotal CRM

VS

Zoho CRM

VS

Pivotal CRM screenshot Zoho CRM screenshot
Pricing Details

Total Score

Our Score

8.0 ?

Our Score

9.4 ?

Customer Experience

Customer Experience

Customer Experience

100% ?

Customer Experience

92% ?

Cost

Cost

by quote

free

Price Scheme

Price Scheme

Quote-based Monthly payment | Annual Subscription
Detailed Review

Detailed Review

Product Info

Product Info

Salesforce-, marketing- and service-integrated CRM for business of any size.
Zoho CRM is the winner of our 2015 Marketing Software Award. It enables you to track opportunities, forecast sales, efficiently manage contacts, and much more.
Easy Links
Languages Supported

Languages Supported

English, China, India, Japan, France, Dutch, Polish, Swedish English, Chinese, German, Japanese, Spanish, French, Russian, Italian, Dutch, Portugese, Polish, Turkish, Swedish
Company's Address

Company's Address

4325 Alexander Drive Suite 100
Alpharetta, GA 30022-3740
4141 Haciendra Drive
Pleasanton, CA 94588
USA
Email Address

Email Address

info@aptean.com sales@zohocorp.com
Available Integrations

Available Integrations

Pivotal CRM integrates with the following:

  • Siebel
  • Amdocs/Clarify
  • SAP
  • Salesforce.com
  • Remedy
  • Onyx
  • Amazon Web Services
  • Qlikview Analytics

Likewise, Pivotal CRM has an extensive API library that can be configured to integrate with almost any CRM system to streamline setup costs. The API also allows for integration of the CRM’s user details, case background, process linkage, email response synchronization, SSO and other standard CRM data fields.

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

  • Zoho Mobile Edition
  • Zoho Email
  • Zoho Projects
  • Zoho Apps
  • Google Apps
  • Gmail
  • Microsoft Outlook
  • QuickBooks
  • MailChimp
  • Contactology
  • Coconect
  • Constant Contact
  • Zopim
  • Twitter
  • Facebook
  • vWorkApp
  • ClickDesk
  • ExactTarget
  • HelpOnClick
  • gUnify
  • OneSaaS
  • Socket
  • TeamSupport.com
  • GetResponse
  • Wufoo
  • SimplyCast
  • CloudWork
  • Unbounce
Customer Support

Customer Support

Phone
Training
Phone
Ticket Training
Company Size

Company Size

Large Enterprises | Medium Business Small Business | Large Enterprises | Medium Business | Freelancers
Phone No.

Phone No.

+1 (770) 351-9600 +1-888-900 9646
OS Supported

OS Supported

Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Prominent Clients

Prominent Clients

AAA, ahlsell, AXA Insurance, Hammond Group, Manufacturers Association of Central New York ClearTrip for Business, TDirect, ThinkCre8tive, Pepperstone
Pricing Info

Pricing Info

Pivotal CRM pricing is available by quote only. Contact the vendor.

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 – For 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 Edition+
  • Sales forecasting
  • Scoring rules
  • Charts and KPIs
  • Document library
  • Roles and profiles
  • Custom fields
  • Call center connectors
  • Webforms
  • Secure, encrypted transmission

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

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

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

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

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

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

Bundle – $50/user/month when billed annually and $60/user/month when billed monthly

Zoho CRM is also part of the Zoho CRM Plus bundle.  This combines the customer engagement software solutions that Zoho, including:

  • CRM
  • Campaigns
  • Desk
  • SalesIQ
  • Social
  • Projects
  • Survey
  • Reports
  • SalesInbox
  • Motivator
  • BugTracker
Pricing Details

Pricing Details

Learn more about Pivotal CRM pricing Learn more about Zoho CRM pricing
Available Features

Available Features

Pivotal CRM FEATURES

  • Sales Force Automation
  • Marketing Automation
  • Service Automation
  • Partner Automation
  • Mobile CRM

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
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QUICK LINKS

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No CRM Software will be able to cover all the requirements of a business. While core functionalities of Pivotal CRM and Zoho CRM are important you should also carefully examine the integrations offered by every app. In many cases your team will already be working with other types of B2B software in your company and it’s always more beneficial to opt for services that integrate well with each other. With that approach you can guarantee a smooth transfer of data between your teams and software used, which can significantly reduce time devoted to migrating between one solution and the other.