Compare Velocify vs. Zoho CRM

Getting the suitable CRM Software product is as easy as assessing the strong and poor features and terms offered by Zoho CRM and Velocify. Here it's also possible to match their overall scores: 9.5 for Zoho CRM vs. 9.0 for Velocify. Or you can verify their general user satisfaction rating, 96% for Zoho CRM vs. 93% for Velocify. We suggest that you put some effort and analyze their differences and figure out which one is the better choice for your company. Likewise, remember to factor in your company’s or industry’s special circumstances, for instance, a multilingual app for a global team or a mobile app to help you work on the go. As of now, the top products in our CRM Software category are: HubSpot CRM, Insightly, Pipedrive.
Software

Velocify

VS

Zoho CRM

VS

Velocify screenshot Zoho CRM screenshot
Pricing Details

Total Score

Our Score

9.0 ?

Our Score

9.5 ?

Customer Experience

Customer Experience

Customer Experience

93% ?

Customer Experience

96% ?

Pricing

Pricing

by quote

$12

Price Scheme

Price Scheme

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

Full Review

Overview

Overview

A market-leading provider of cloud sales software for high-velocity sales environments.
A winner of 2015 Marketing Software Award. It lets you automate salesforce, track opportunities, forecast sales, efficiently manage contacts and much more.
Quick Links
Popular Customers

Popular Customers

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

OS Supported

Windows
Linux
iPhone/iPad
Mac
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Languages Supported

Languages Supported

USA USA, UK, Canada, International
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
Vendor Email

Vendor Email

contact@velocify.com sales@zohocorp.com
Phone Number

Phone Number

(888) 843-1777 +1-888-900 9646
Types of Support

Types of Support

Phone Live Support
Ticket Training
Phone
Ticket Training
Company's Address

Company's Address

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

Pricing Details

Learn more about Velocify pricing Learn more about Zoho CRM pricing
Cost Details

Cost Details

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 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
Types of Customers

Types of Customers

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

Available 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
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Popular Alternatives

Popular Alternatives

QUICK LINKS

QUICK LINKS

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When you select a product that you are sure will be an actual asset for your team you shouldn’t only limit yourself to what professionals have to say about it. Very often individual experience with the software may change, depending on specific preferences and needs. That’s the reason why in our reviews we also offer our User Satisfaction Rating for every software to give you an immediate impression of how actual users of Zoho CRM and Velocify rate their experience with the software. Our algorithm is built around detailed analysis of product mentions on other websites, social networks and blogs, so you will get a complete and reliable picture of what other users think about each solution. In this example Zoho CRM has a total satisfaction rating at 96% while for Velocify 93% of people express they had a positive experience with it.