Compare Surveyi2i vs. Zoho CRM

Getting the best CRM Software product is all about assessing numerous solutions and identifying the top program for your specific needs. Our exclusive process provides you with a quick look at the general rating of Zoho CRM and Surveyi2i. For overall quality and performance, Zoho CRM scored 9.4, while Surveyi2i scored 7.3. On the other hand, for user satisfaction, Zoho CRM earned 92%, while Surveyi2i earned 100%. Below it's also possible to look at their functionalities, terms, plans, etc. to find out which application will be more suitable for your situation. One key feature to check is if the application can enable/disable limitations on different types of users to limit the exposure of any critical company data. At this time, the leading solutions in our CRM Software category are: HubSpot CRM, Pipedrive, Freshdesk.
Compare

Surveyi2i

VS

Zoho CRM

VS

Surveyi2i screenshot Zoho CRM screenshot
Pricing Page

Total Score

Our Score

7.3 ?

Our Score

9.4 ?

Customer Experience

Customer Experience

Customer Experience

100% ?

Customer Experience

92% ?

Pricing

Pricing

$950

$12

Price Scheme

Price Scheme

Monthly payment | Quote-based Monthly payment | Annual Subscription
Full Review

Full Review

Product Info

Product Info

Surveyi2i offers users with a survey analysis and reporting platform hosted in the cloud.
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
Types of Customers

Types of Customers

Small Business | Large Enterprises | Medium Business Small Business | Large Enterprises | Medium Business | Freelancers
Pricing Plans

Pricing Plans

Survey i2i offers three different product plans designed to meet varying business specifications and budget. A free trial period of 10 days is also available for those who want to take Surveyi2i for a test drive.

Pro – $950

Comes with the following tools and functionalities:

  • Data Treatments
  • Merging of datasets
  • Cross Tabulation
  • Visualization
  • Banner Tables
  • Significance Tests
  • Web Dashboard
  • MS integration
  • Collaboration Space
  • Dynamic filters in web dashboards
  • Custom drill down and segmentation
  • User guide, training videos, sample data
  • Support (via email)
  • Training
  • Option for Dedicated Instance

Pro+ – $1,400

Comes with all the Pro package features plus:

  • Data integration
  • Working with tracking surveys
  • Automation of web dashboards

Analytics Pro – $2,000

Comes with all the Pro_ package features plus:

  • Key driver analysis
  • Text analysis

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
Supported Integrations

Supported Integrations

No information available.

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
Available Languages

Available Languages

English English, Chinese, German, Japanese, Spanish, French, Russian, Italian, Dutch, Portugese, Polish, Turkish, Swedish
Pricing Page

Pricing Page

Learn more about Surveyi2i pricing Learn more about Zoho CRM pricing
Available Support

Available Support

Phone Live Support
Ticket Training
Phone
Ticket Training
Email Address

Email Address

apps@bridgei2i.com sales@zohocorp.com
Phone No.

Phone No.

+1 858 312 1075 +1-888-900 9646
Vendor's Address

Vendor's Address

1013 Centre Road, ST # 403S, Wilmington, New Castle, DE 19805,
4141 Haciendra Drive
Pleasanton, CA 94588
USA
Popular Customers

Popular Customers

ClearTrip for Business, TDirect, ThinkCre8tive, Pepperstone
List of Features

List of Features

Surveyi2i FEATURES

  • Data Management
  • Cross Tabulations & Visualisations
  • Advanced Analytics
  • Reports & Web Dashboards

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
Available Devices

Available Devices

Windows
Mac
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
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Popular Alternatives

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QUICK LINKS

QUICK LINKS

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If you compare various CRM Software solutions you shouldn’t simply explore their list of features and provided pricing packages. Consider that the app must be matching your needs and company so the more flexible their offer the better. Explore what platforms are supported by Zoho CRM and Surveyi2i and make sure you will get mobile support for whichever devices you work on in your company. You should also find out which languages and countries are supported, because this might be a critical factor for many businesses.