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Compare Zoho Survey vs. Zoho CRM

If you need an effective CRM Software product for your organization you must take time to assess a wide range of options. It doesn’t have to be challenging, and can be as easy as matching their traits in a table like the one below. You will also get a brief idea how each product works. As an example, on this page you can see Zoho CRM’s overall score of 9.4 and compare it against Zoho Survey’s score of 8.4; or Zoho CRM’s user satisfaction level at 92% versus Zoho Survey’s 99% satisfaction score. The evaluation will help you see the good and bad points of each application, and decide which one suits you requirements better. Aside from the robust features, the software that is easy to understand and use is always the better product. At the moment, the most significant services in our CRM Software category are: HubSpot CRM, Salesforce CRM, Freshdesk.
Comparison

Zoho Survey

VS

Zoho CRM

VS

Zoho Survey screenshot Zoho CRM screenshot
Pricing Page

Our Score

Our Score

8.4 ?

Our Score

9.4 ?

Client Satisfaction

Client Satisfaction

Client Satisfaction

99% ?

Client Satisfaction

92% ?

Cost

Cost

Free

free

Price Scheme

Price Scheme

Free | Monthly payment | Annual Subscription Monthly payment | Annual Subscription
Full Review

Full Review

Product Info

Product Info

Adequate option with customizable templates for companies and organizations that conduct surveys in customer satisfaction and other business aspects.
Zoho CRM is the winner of our 2017 Expert's Choice Award. It enables you to track opportunities, forecast sales, efficiently manage contacts, and much more.
Useful Links
Prominent Customers

Prominent Customers

Mitsubishi Motors, GE, Nike, Adidas ClearTrip for Business, TDirect, ThinkCre8tive, Pepperstone
Customer Types

Customer Types

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

Pricing Page

Learn more about Zoho Survey pricing Learn more about Zoho CRM pricing
Available Features

Available Features

Zoho Survey FEATURES

  • Survey Questions
  • Custom Themes
  • Survey Branding
  • Collect Responses
  • Advanced Reporting
  • Share Surveys
  • Integrations
  • Improved Responses
  • Secure Surveys

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
Contact Email

Contact Email

sales@zohocorp.com sales@zohocorp.com
Pricing Plans

Pricing Plans

Free

  • Unlimited surveys
  • 15 Questions / Survey
  • 150 Responses / Survey

Standard – $19/month (billed annually) or $24/month (monthly billing)

  • Unlimited surveys
  • Unlimited questions
  • Unlimited responses
  • Custom survey design
  • Custom branding
  • Question & page logic
  • Offline survey
  • Share surveys
  • Advanced reporting

Premium – $24/month (billed annually) or $29/month (monthly billing)

  • All Standard features
  • Piping logic
  • Custom variable
  • White label survey
  • Multilingual surveys
  • Send email notifications
  • Zoho CRM integration
  • Google docs integration

Enterprise – $41/month (billed annually) or $49/month (monthly billing)

  • All Premium features
  • Admin + 2 users
  • User management
  • Portal creation

 

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 – Up to 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 Plan +
  • Workflow rules
  • Scoring rules
  • Webforms
  • Sales forecasting
  • Custom fields
  • Roles and profiles
  • Document library
  • Charts and KPIs
  • Secure, encrypted transmission
  • Call center connectors

Professional – $30/user/month (billed monthly) or $20/user/month (billed annually) plus tax, as applicable

  • All Features from the Standard Plan +
  • Social CRM
  • Blueprint – Process management
  • Macros
  • Email integration
  • Inventory management
  • Google AdWords integration
  • Sales signals
  • Unlimited records

Enterprise – $45/user/month (billed monthly) or $35/user/month (billed annually) plus tax, as applicable

  • All Features from the Professional Plan +
  • Multi-user portals
  • Custom modules and buttons
  • Encryption at Rest
  • Subforms
  • Zia Voice – Conversational AI
  • Conditional fields
  • Mobile SDK and app distribution
  • Target meters, Anomaly detectors, Predictive AI

Ultimate – $100/user/month ( billed annually)

  • All Features from other plans +
  • Data enrichment
  • Email sentiment
  • Automation suggestions
  • Enhanced storage
  • Dedicated Database cluster
  • Free Premium support
Languages Supported

Languages Supported

English English, Chinese, German, Hindi, Japanese, Spanish, French, Russian, Italian, Dutch, Portugese, Polish, Turkish, Swedish
Phone Number

Phone Number

+1 877 834 4428 +1-888-900 9646
Vendor's Address

Vendor's Address

Zoho Corporation
4141 Hacienda Drive
Pleasanton,
California 94588, USA
4141 Haciendra Drive
Pleasanton, CA 94588
USA
OS Supported

OS Supported

Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Customer Support

Customer Support

Phone
Ticket Training
Phone
Ticket Training
Supported Integrations

Supported Integrations

Zoho Survey integrates with the following business systems and applications:

  • Zoho CRM
  • Zoho Campaigns
  • Zoho SalesIQ
  • MailChimp
  • Google Sheets

You can extend Zoho CRM by integrating it with some of the following applications:

 

  • Zoho Mail
  • Zoho Creator
  • Zoho Finance Suite
  • Zoho PhoneBridge
  • Zoho Projects
  • Zoho Campaigns
  • Zoho SalesIQ
  • Zoho Cliq
  • Zoho Analytics
  • Zoho Survey
  • Zoho Desk
  • Zoho Forms
  • Zoho Writer
  • Zoho Motivator
  • Zoho Meeting
  • Google G Suite Integration
  • Gmail
  • Google Ads Integration
  • Microsoft Outlook
  • Microsoft Office 365
  • Plug-in for MS Word
  • 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

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QUICK LINKS

QUICK LINKS

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The software compared on this page are merely a sliver of our complete CRM Software category and you should keep in mind that there could be more desirable solutions available. If you want to make sure you make the wisest choice for your company we definitely urge you to test more services first. It may also be a good idea to consult our top 10 CRM Software list to learn which apps are in the current year the highest-rated ones and leaders in the market.