Compare Zoho CRM vs SugarCRM

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

• Sales automation and forecasting
• Support automation
• Marketing lead management
• Reporting and dashboard
• Call center automation
• SugarCRM mobile
• Sugar Exchange
• Cloud or on-premise deployment
• Unlimited studio customization
• Support for MySQL and SQL Server-On site
• Unlimited online support
• Revenue line item level opportunity tracking forecasting
• Product level quotes
• Advanced workflow
• Role-based views
• SQL –Based reporting access
• Support for Oracle and DB2-On site
• Centralized Storage
• Third-party integrations