Compare Surveyi2i vs. Zoho CRM

If you need a competent CRM Software product for your business you should remember to evaluate several options. It doesn’t have to be challenging, and can be as easy as matching their functionalities in a table like the one below. You will also get a brief idea how each product functions. For instance, on this page you can see Zoho CRM’s overall score of 9.5 and compare it against Surveyi2i’s score of 7.3; or Zoho CRM’s user satisfaction level at 96% versus Surveyi2i’s 100% satisfaction score. The assessment will allow you to identify the pros and cons of each software, and decide which matches your requirements better. Beyond the main features, the application that’s simple to grasp and use is always the better choice. We know that not all people have enough time to try out dozens of different solutions, so we came up with a list of suggestions that you may find useful. Our top choices for the CRM Software category are: Insightly, HubSpot CRM, Pipedrive.
Comparison

Surveyi2i

VS

Zoho CRM

VS

Surveyi2i screenshot Zoho CRM screenshot
Pricing Page

Score

Our Score

7.3 ?

Our Score

9.5 ?

Customer Experience

Customer Experience

Customer Experience

100% ?

Customer Experience

96% ?

Price

Price

$950

$12

Price Scheme

Price Scheme

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

Detailed Review

General Description

General Description

Surveyi2i offers users with a survey analysis and reporting platform hosted in the cloud.
A winner of 2015 Marketing Software Award. It lets you automate salesforce, track opportunities, forecast sales, efficiently manage contacts and much more.
Useful Links
Available Devices

Available Devices

Windows
Mac
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Pricing Page

Pricing Page

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

Support Types

Phone Live Support
Ticket Training
Phone
Ticket Training
Languages Supported

Languages Supported

USA, UK, India USA, UK, Canada, International
Prominent Customers

Prominent Customers

ClearTrip for Business, TDirect, ThinkCre8tive, Pepperstone
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
Customer Types

Customer Types

Small Business | Large Enterprises | Medium Business Small Business | Large Enterprises | Medium Business | Freelancers
Available Features

Available 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
Phone No.

Phone No.

+1 858 312 1075 +1-888-900 9646
Company Email

Company Email

apps@bridgei2i.com sales@zohocorp.com
Cost Details

Cost Details

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 monthly or yearly pay-as-you-go service that you can cancel, upgrade/downgrade anytime. 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:

Standard – $12/user/month (billed annually)

  • Sales Forecasting
  • Reports and dashboards
  • Document library
  • Roles and profiles
  • Mass email
  • Call center connectors
  • 100,000 records

Professional – $20/user/month (billed annually)

  • All Features from the Standard Plan
  • Email integration
  • Social CRM
  • Google AdWords integration
  • Workflow automation
  • Inventory management
  • Macros
  • Unlimited records

Enterprise – $35/user/month (billed annually)

  • All Features from the Professional Plan
  • Territory management
  • Custom applications
  • Custom buttons
  • Workflow approval processes
  • Page layouts
  • Custom modules
  • Multiple currencies

Ultimate – $100/user/month

  • All Features from the Enterprise Plan
  • Sandbox
  • Dedicated Database cluster
  • Priority support
  • Advanced customization
  • Advanced CRM analytics
  • Enhanced storage
Contact Address

Contact Address

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

Product Comparisons

Compare with Cratio CRM
Compare with VanillaSoft Sales CRM
Compare with Bornevia
Compare with SmartAction
Compare with Zingtree
Compare with SnapEngage
Compare with Olark
Compare with Pivotal CRM
Compare with Sellsy CRM
Compare with Front
Compare with HubSpot CRM
Compare with Event Temple
Compare with Infor CRM
Compare with Deskero
Compare with ProntoForms
Compare with ConvergeHub
Compare with Data2CRM Migration
Compare with Gincore
Compare with Pathable
Compare with Bazaarvoice Connections
Popular Alternatives

Popular Alternatives

QUICK LINKS

QUICK LINKS

Page last modified

Both Zoho CRM and Surveyi2i were reviewed by a panel of reliable B2B experts who carried out a full examination of all crucial aspects of each solution. Their ultimate score was calculated using our unique SmartScore system that gives an individual partial score to every factor including: main features, client support, mobile support, security, user satisfaction as well as media presence. We know useful features are not the only factor important to a company so we do our best to pay attention to all aspects of a app prior to coming up with its final rating.