What is better Yesware or Zoho CRM? When scouting for the ideal Sales Tools for your company it is suggested that you compare the features, pricing, along with other critical information regarding the product and vendor. Here, you can examine the parallels and discrepancies between Yesware (overall score at 8.9 and user satisfaction at 99%) and Zoho CRM (overall score at 9.4 and user satisfaction at 92%).
It's also possible to look at their particulars elements, for example tools, plans, rates, terms, etc. Similarly, read the terms carefully for information on extra charges, including, installation, separate support plan, upgrade fees, cloud storage fees, and other similar charges.
Those of you who don't have much time or need a Sales Tools suggestion from our experts might want to examine these top choices for the current year: Salesforce CRM, HubSpot Sales Hub, Freshsales.
Yesware is available in 3 SMB and enterprise pricing packages. It also has a 28-day free trial that lets you use email tracking, email templates, data and insights, time-saving tools, and Salesforce sync for Gmail or Outlook. Once the trial is over, you may choose among the following plans:
Pro – $12/user/month (billed annually), or $15/user monthly
Unlimited Email Tracking
Attachment Tracking
Book A Time via Gmail
Copy to Most CRMs
Find A Time via Outlook
Personal Templates
Personal Reports
Presentation Tracking & Analytics
Reminders via Gmail
Send Later via Gmail
Email Support
Premium – $25/user/month (billed annually), or $35/user monthly
Yesware is an all-in-one sales toolkit. Connect with prospects, track customer engagement, and close more deals, right from your inbox. Companies use Yesware to improve their sales performance using features such as unlimited email tracking, reports, presentation tracking, and attachment tracking. It also integrates well with other systems.
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.
Please note that even though both Yesware and Zoho CRM may have an excellent set of features each app might be created for a different company size. If you are studying different apps you may want to give some attention to a business size they are catering to. Certain functionalities could scale up efficiently for large enterprises but if you own a small or mid-sized business it’s usually better to refrain paying for complex functionalities that you may never actually use.
Page last modified
Why is FinancesOnline free?
FinancesOnline is available for free for all business professionals interested in an efficient way to find top-notch SaaS solutions. We are able to keep our service free of charge thanks to cooperation with some of the vendors, who are willing to pay us for traffic and sales opportunities provided by our website. Please note, that FinancesOnline lists all vendors, we’re not limited only to the ones that pay us, and all software providers have an equal opportunity to get featured in our rankings and comparisons, win awards, gather user reviews, all in our effort to give you reliable advice that will enable you to make well-informed purchase decisions.
