Compare Velocify vs. Zoho CRM

You have so many CRM Software solutions in today’s state of that industry that picking the right product can be difficult. On our comparison page, you can actually evaluate the functions, pricing terms, available plans, and more details of Zoho CRM and Velocify. It’s also possible to check their score (9.4 for Zoho CRM vs. 9.0 for Velocify) and user satisfaction level (92% for Zoho CRM vs. 93% for Velocify). The scores and ratings offer you a general idea how both these software products perform. Additionally, check if the application can integrate with your current business apps to guarantee greater productivity. People who don't have much time or could use a CRM Software advice from our experts may want to examine these top choices for this year: HubSpot CRM, Pipedrive, Freshdesk.
Product

Velocify

VS

Zoho CRM

VS

Velocify screenshot Zoho CRM screenshot
Pricing Details

Score

Our Score

9.0 ?

Our Score

9.4 ?

Customer Experience

Customer Experience

Customer Experience

93% ?

Customer Experience

92% ?

Cost

Cost

by quote

free

Pricing Type

Pricing Type

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

Complete Review

General Info

General Info

Velocify is a market-leading provider of cloud sales software for high-velocity sales environments.
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.
Useful Links
Business Size

Business Size

Large Enterprises | Medium Business Small Business | Large Enterprises | Medium Business | Freelancers
Contact Phone

Contact Phone

(888) 843-1777 +1-888-900 9646
Features

Features

Velocify FEATURES

  • Rapid sales automation
  • Integrates with Salesforce
  • Instant sales notification
  • Captures forms leads
  • Multiple distribution programs
  • Automated SMS and Email
  • Appointment scheduling
  • Interactive voice response
  • Call transfers and conferencing
  • Call recording
  • Real-time reports
  • Free mobile app
  • Automatic sales prioritization
  • Customizable insights
  • De-duplicates leads
  • Monitors employee sales
  • Integrated calendar
  • Automatic call distribution
  • Customer telephone detection
  • Call analytics

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
Integrations

Integrations

  • Infusionsoft
  • iContact
  • HubSpot
  • GoToWebinar
  • Eventbrite
  • Constant Contact
  • MailChimp
  • Marketo
  • Recurly ®
  • SlideShare
  • Magento

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
Pricing Plans

Pricing Plans

Here are the Velocify cost details:

Contact Velocify for full pricing details or if you want a package customized for your business needs. Velocify readily offers four packages:

Standard
Designed for smaller teams
2-10 Users

Plus

Designed for small teams with additional configuration needs
3-15 Users
Includes Standard features plus other additional functionalities

Advanced

Designed for Mid-sized Businesses
16-100+ Users
Includes Plus features plus other additional functionalities

Velocify for Salesforce

Designed for Salesforce.com Sales Cloud Clients
2+ Users

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
Pricing Details

Pricing Details

Learn more about Velocify pricing Learn more about Zoho CRM pricing
OS Supported

OS Supported

Windows
Linux
iPhone/iPad
Mac
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Vendor's Address

Vendor's Address

222 N. Sepulveda, Suite 1800, El Segundo, CA 90245 4141 Haciendra Drive
Pleasanton, CA 94588
USA
Languages Supported

Languages Supported

English English, Chinese, German, Japanese, Spanish, French, Russian, Italian, Dutch, Portugese, Polish, Turkish, Swedish
Contact Email

Contact Email

contact@velocify.com sales@zohocorp.com
Available Support

Available Support

Phone Live Support
Ticket Training
Phone
Ticket Training
Popular Clients

Popular Clients

Kanopy Insurance, M&T Bank, eHarmony, Prince Law, Walsh's Chool for Professional Studies, GoMedigap ClearTrip for Business, TDirect, ThinkCre8tive, Pepperstone
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Popular Alternatives

Popular Alternatives

QUICK LINKS

QUICK LINKS

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If you are still having doubts about which product will be best for your business it may be a sound idea to check out each service’s social metrics. Such metrics are frequently an indicator of how popular a given software is and how big is its online presence. For instance, in case of Facebook Zoho CRM has 100420 likes on their official page while Velocify profile is liked by 0 people.