What is better Refract or Zoho CRM? You can use our scoring system to provide you with a general idea which Sales Tools product is better for your company. For overall product quality, Refract attained 6.9 points, while Zoho CRM received 9.4 points. At the same time, for user satisfaction, Refract scored N/A%, while Zoho CRM scored 92%.
Details about their functions, tools, supported platforms, customer support, plus more are provided below to give you a more versatile assessment. Don’t forget to get only the functions that you need to avoid wasting resources for tools that are unnecessary.
We know that not all companies have the time to scrutinize a large number of different services, so we came up with a list of recommendations that you may find useful. Our top selections for the Sales Management Software category are: Freshsales, monday.com sales CRM, HubSpot Sales Hub.
A sales coaching platform that empowers sales managers to help their sales reps develop faster by replicating the performance of their peers. It enables managers to pinpoint the defining moments and most valuable conversations to review, share, and improve performance sales development rep (SDR) outcomes.
Zoho CRM offers a free edition and per user subscription plans that are billed monthly or annually. All major cards, and bank or check transfers are accepted. There is also a great free trial plan that you can opt for. Choose from a list of SMB and Enterprise pricing plans mentioned below.
Free Edition – Up to 3 users, No credit card required.
Leads
Contacts
Accounts
Opportunities / Deals
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
Free Email support
Live Chat
Several other features
Standard – $20/user/month (billed monthly) or $14/user/month (billed annually) plus tax, as applicable
All features from Free Plan +
Workflow rules
Email insights
Workflow conversion
Tags and groups
Scoring rules
Webforms
Sales forecasting
Custom fields
Roles and profiles
Document library
Charts and KPIs
Secure, encrypted transmission
Call center connectors
Free Email, Live Chat and Toll-Free call support
Paid support plans with a guaranteed response time of 1 hour maximum
Professional – $35/user/month (billed monthly) or $23/user/month (billed annually) plus tax, as applicable
All Features from the Standard Plan +
Social CRM
Web-to-case forms
Validation Rules
Automatic Field Updates
Webhooks
Blueprint – Process management
Macros
Email integration
Inventory management
Google AdWords integration
Sales signals – Real-time notifications
Free Email, Live Chat and Toll-Free call support
Paid support plan with a guaranteed response time of 1 hour maximum
Enterprise – $50/user/month (billed monthly) or $40/user/month (billed annually) plus tax, as applicable
All Features from the Professional Plan +
Multi-user portals
Custom Modules and Buttons
SalesInbox – Email for salespeople
Canvas – Visual CRM view
Auto Responders
Email Parser
Data Encryption
Subforms
Zia Voice – Conversational AI
Conditional Fields
Mobile SDK and App Distribution
BI Tools – Target meters, Anomaly detectors, Predictive AI
Free Email, Live Chat and Toll-Free call support
Paid support plan with a guaranteed response time of 1 hour maximum
Ultimate – $65/user/month (billed monthly) or $52/user/month (billed annually) plus tax, as applicable
Extend Zoho CRM’s potential with over 400+ integrations and extensions. Here are some of the popular ones:
Google G Suite
Microsoft Office 365
Google Ads
Slack
Mailchimp
QuickBooks
PandaDoc
Xero
Facebook
LinkedIn
Whatsapp
WeChat
Join.me
Zoom
Dropbox
OneDrive
Survey Monkey
Shopify
PayPal
Trello
Eventbrite
SimplyCast
GoToMeeting
AdobeSign
GoToWebinar
DocuSign
Zendesk
Hubspot
Zoho Cliq
Zoho Meetings
Zoho Finance Suite
Zoho Mail
Zoho Desk
Zoho Writer
Zoho ShowTime
Zoho Social
Zoho Campaigns
Zoho SalesIQ
Zoho Projects
Zoho Creator
Zoho Analytics
Zoho Survey
Zoho Webinar
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
ClearTrip for Business, TDirect, ThinkCre8tive, Pepperstone
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
A go-to product for many businesses of different types and sizes, Zoho CRM is a true leader in the CRM software category. It is easy to use from its contact management module to its customer engagement interface. The platform also includes powerful automation and reporting features. It is great for omnichannel CRM.
In case you continue having doubts about which solution will be best for your company it may be a good idea to check out each service’s social metrics. These metrics are frequently a sign of how popular every app is and how large is its online presence. For instance, in case of Facebook Refract has 20 likes on their official profile while Zoho CRM profile is liked by 100420 users.
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