App comparison

Add up to 4 apps below to see how they compare. You can also use the "Compare" buttons while browsing.

ProEst vs Zoho CRM Comparison

Add to Compare

Compare similar apps

Jobber logo

Jobber

4.5

Bitrix24 logo

Bitrix24

4.1

Odoo  logo

Odoo

4.1

PandaDoc logo

PandaDoc

4.5

Xero logo

Xero

4.3

Better Proposals logo

Better Proposals

4.8

Good recommendations?

Overview

ProEst is the industry’s leading cloud-based estimating and pre-construction management software, offering contractors new...

Category Leaders

Zoho CRM is a cloud-based customer relationship management (CRM) software that helps businesses of all sizes close deals...

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Video & Screenshots

Pricing

Starting from

5000

Per year

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

Starting from

0

/user

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

User reviews

3.7

49

5

4

3

2

1

13

18

11

5

2

  • Value for money
  • Ease of use
  • Features
  • Customer support
78%
would recommend this app

4.3

5.9K

5

4

3

2

1

2.9K

2K

733

162

71

  • Value for money
  • Ease of use
  • Features
  • Customer support
92%
would recommend this app

Pros

Overall it is a great system, they have an awesome trainer that will work with you until you got it. Customer service is also real helpful.
I have been using ProEst for the last year and have for the most part been very happy. The customer support has been very good.
I liked that this software is very simple and easy, and we had free training sessions which was very useful. I also find the take off system and tools very powerful and the database is huge.

Pros

You can build incredibly amazing customer relationship with the most popular and favorite Zoho CRM Software. You can convert extra leads and you can easily increase your revenue.
I like the most about the collaborative easy to use tools with any type of function like customer service, marketing and creating automated responses which are very helpful.
ZOHO CRM is very easy to use, particularly, it offers you the ability to customize its features to fit business goals. It has a great user-friendly interface and easy to navigate.

Cons

Terrible schedule program; visually unable to have clients and vendors understand it.
I do have one complaint which may seem petty, but it is an annoyance.
Building an assembly from scratch is so difficult that they now have someone in house that does this for their customers because its so difficult, think about that.

Cons

The workflow piece is awful and not intuitive at all. Where all other platforms use actual workflows, Zoho is stuck in the 18th century in its interface.
Really clunky, looks terrible (in terms of UI), and generally a bad CRM tool. I guess you get what you pay for.
It was a mistake and I immediately corrected myself by ignoring Zoho apps. Though I wasted 2 months learning the modules.
  • Vendor responds to reviews
  • Last review2 months ago
  • Vendor responds to reviews
  • Last review2 days ago

Key features

  • Total features37
  • AB Testing
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Alerts / Escalation
  • Alerts/Notifications
  • Appointment Management
  • Appointment Scheduling
  • Assembly Takeoff
  • Asset Lifecycle Management
  • Audit Trail
  • Automated Routing
  • Behavior Tracking
  • Bid Management
  • Budgeting/Forecasting
  • Built-In Database
  • Business Card/Badge Scanning
  • Business Process Control
  • Buyer Management
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call Management
  • Campaign Analytics
  • Campaign Management
  • Campaign Planning
  • Campaign Segmentation
  • Cataloging/Categorization
  • Change Order Management
  • Channel Management
  • Chat/Messaging
  • Churn Management
  • Client Management
  • Client Portal
  • Client Tracking
  • Client/Property Matching
  • Collaboration Tools
  • Commenting/Notes
  • Communication Management
  • Community Management
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Content Delivery
  • Content Library
  • Content Management
  • Contract/License Management
  • Conversion Tracking
  • Correlation Analysis
  • Cost Database
  • Cost Estimating
  • Customer Accounts
  • Customer Activity Tracking
  • Customer Database
  • Customer Engagement
  • Customer Experience Management
  • Customer History
  • Customer Segmentation
  • Customer Service Analytics
  • Customer Social Profiles
  • Customer Support
  • Customer Surveys
  • Customizable Branding
  • Customizable CTAs
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Customization
  • Dashboard
  • Dashboard Creation
  • Data Import/Export
  • Data Synchronization
  • Data Visualization
  • Document Management
  • Document Storage
  • Drag & Drop
  • Drip Campaigns
  • Electrical Estimating
  • Electronic Plans
  • Email Alerts
  • Email Distribution
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Email Tracking
  • Engagement Tracking
  • Estimating
  • Event Triggered Actions
  • Exception Reporting
  • Expense Tracking
  • FAQ
  • Field Sales Management
  • For AEC Industry
  • For Financial Institutions
  • For Insurance Industry
  • For Mac Devices
  • For Real Estate
  • For Sales Teams/Organizations
  • For Startups
  • For iPad Devices
  • Forecasting
  • Gamification
  • Goal Management
  • Graphical Data Presentation
  • Help Desk Management
  • Historical Database
  • Incentive Management
  • Interaction Tracking
  • Internal Chat Integration
  • Issue Management
  • Job Costing
  • Labor Cost Reporting
  • Landing Pages/Web Forms
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Live Chat
  • Loyalty Program
  • Marketing Automation
  • Marketing Calendar
  • Meeting Management
  • Mobile Access
  • Mobile Alerts
  • Modeling & Simulation
  • Monitoring
  • Multi-Campaign
  • Multi-Channel Communication
  • Multi-Channel Data Collection
  • Multi-Channel Marketing
  • Multi-Currency
  • Multi-Language
  • Multiple User Accounts
  • Multivariate Testing
  • Negative Feedback Management
  • Opportunity Management
  • Performance Management
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Plumbing Estimating
  • Predictive Analytics
  • Prioritization
  • Product Catalog
  • Progress Tracking
  • Project Estimating
  • Project Management
  • Project Tracking
  • Projections
  • Proposal Generation
  • Proposal Management
  • Prospecting Tools
  • Quota Planning
  • Quotes/Estimates
  • ROI Tracking
  • Real Time Analytics
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Updates
  • Referral Tracking
  • Relationship Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Request Escalation
  • Rewards Management
  • Role-Based Permissions
  • Sales Activity Management
  • Sales Analytics
  • Sales Approval
  • Sales Automation
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Planning
  • Sales Reports
  • Scheduling
  • Search Marketing
  • Search/Filter
  • Segmentation
  • Service Level Agreement (SLA) Management
  • Social Marketing
  • Social Media Integration
  • Social Media Monitoring
  • Social Promotion
  • Source Tracking
  • Statistical Analysis
  • Subcontractor Management
  • Survey/Poll Management
  • Surveys & Feedback
  • Tagging
  • Takeoff
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Team Assignments
  • Template Management
  • Territory Management
  • Text Analysis
  • Third Party Integrations
  • Training Management
  • Transaction History
  • Trend Analysis
  • User Management
  • Visual Analytics
  • Visual Assemblies
  • Warranty Tracking
  • Web Forms
  • Web-based Deployment
  • Website Analytics
  • Website Integration
  • Website Visitor Tracking
  • Widgets
  • Wiki
  • Workflow Management
  • XML / RSS
  • eCommerce Management
  • Total features205
  • AB Testing
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Alerts / Escalation
  • Alerts/Notifications
  • Appointment Management
  • Appointment Scheduling
  • Assembly Takeoff
  • Asset Lifecycle Management
  • Audit Trail
  • Automated Routing
  • Behavior Tracking
  • Bid Management
  • Budgeting/Forecasting
  • Built-In Database
  • Business Card/Badge Scanning
  • Business Process Control
  • Buyer Management
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call Management
  • Campaign Analytics
  • Campaign Management
  • Campaign Planning
  • Campaign Segmentation
  • Cataloging/Categorization
  • Change Order Management
  • Channel Management
  • Chat/Messaging
  • Churn Management
  • Client Management
  • Client Portal
  • Client Tracking
  • Client/Property Matching
  • Collaboration Tools
  • Commenting/Notes
  • Communication Management
  • Community Management
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Content Delivery
  • Content Library
  • Content Management
  • Contract/License Management
  • Conversion Tracking
  • Correlation Analysis
  • Cost Database
  • Cost Estimating
  • Customer Accounts
  • Customer Activity Tracking
  • Customer Database
  • Customer Engagement
  • Customer Experience Management
  • Customer History
  • Customer Segmentation
  • Customer Service Analytics
  • Customer Social Profiles
  • Customer Support
  • Customer Surveys
  • Customizable Branding
  • Customizable CTAs
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Customization
  • Dashboard
  • Dashboard Creation
  • Data Import/Export
  • Data Synchronization
  • Data Visualization
  • Document Management
  • Document Storage
  • Drag & Drop
  • Drip Campaigns
  • Electrical Estimating
  • Electronic Plans
  • Email Alerts
  • Email Distribution
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Email Tracking
  • Engagement Tracking
  • Estimating
  • Event Triggered Actions
  • Exception Reporting
  • Expense Tracking
  • FAQ
  • Field Sales Management
  • For AEC Industry
  • For Financial Institutions
  • For Insurance Industry
  • For Mac Devices
  • For Real Estate
  • For Sales Teams/Organizations
  • For Startups
  • For iPad Devices
  • Forecasting
  • Gamification
  • Goal Management
  • Graphical Data Presentation
  • Help Desk Management
  • Historical Database
  • Incentive Management
  • Interaction Tracking
  • Internal Chat Integration
  • Issue Management
  • Job Costing
  • Labor Cost Reporting
  • Landing Pages/Web Forms
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Live Chat
  • Loyalty Program
  • Marketing Automation
  • Marketing Calendar
  • Meeting Management
  • Mobile Access
  • Mobile Alerts
  • Modeling & Simulation
  • Monitoring
  • Multi-Campaign
  • Multi-Channel Communication
  • Multi-Channel Data Collection
  • Multi-Channel Marketing
  • Multi-Currency
  • Multi-Language
  • Multiple User Accounts
  • Multivariate Testing
  • Negative Feedback Management
  • Opportunity Management
  • Performance Management
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Plumbing Estimating
  • Predictive Analytics
  • Prioritization
  • Product Catalog
  • Progress Tracking
  • Project Estimating
  • Project Management
  • Project Tracking
  • Projections
  • Proposal Generation
  • Proposal Management
  • Prospecting Tools
  • Quota Planning
  • Quotes/Estimates
  • ROI Tracking
  • Real Time Analytics
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Updates
  • Referral Tracking
  • Relationship Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Request Escalation
  • Rewards Management
  • Role-Based Permissions
  • Sales Activity Management
  • Sales Analytics
  • Sales Approval
  • Sales Automation
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Planning
  • Sales Reports
  • Scheduling
  • Search Marketing
  • Search/Filter
  • Segmentation
  • Service Level Agreement (SLA) Management
  • Social Marketing
  • Social Media Integration
  • Social Media Monitoring
  • Social Promotion
  • Source Tracking
  • Statistical Analysis
  • Subcontractor Management
  • Survey/Poll Management
  • Surveys & Feedback
  • Tagging
  • Takeoff
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Team Assignments
  • Template Management
  • Territory Management
  • Text Analysis
  • Third Party Integrations
  • Training Management
  • Transaction History
  • Trend Analysis
  • User Management
  • Visual Analytics
  • Visual Assemblies
  • Warranty Tracking
  • Web Forms
  • Web-based Deployment
  • Website Analytics
  • Website Integration
  • Website Visitor Tracking
  • Widgets
  • Wiki
  • Workflow Management
  • XML / RSS
  • eCommerce Management

Integrations

  • Total integrations16
  • AutoCAD
  • Autodesk Construction Cloud
  • Box
  • DocuSign
  • Dropbox Business
  • FOUNDATION
  • Google Calendar
  • Google Drive
  • Microsoft Excel
  • Microsoft Outlook
  • Microsoft SharePoint
  • OneDrive
  • ProEst
  • Procore
  • QuickBooks Online Advanced
  • Quickbooks Online
  • Revit
  • Sage 300 Construction and Real Estate
  • Xero
  • Zapier
  • Total integrations490
  • AutoCAD
  • Autodesk Construction Cloud
  • Box
  • DocuSign
  • Dropbox Business
  • FOUNDATION
  • Google Calendar
  • Google Drive
  • Microsoft Excel
  • Microsoft Outlook
  • Microsoft SharePoint
  • OneDrive
  • ProEst
  • Procore
  • QuickBooks Online Advanced
  • Quickbooks Online
  • Revit
  • Sage 300 Construction and Real Estate
  • Xero
  • Zapier

User reviews that mention these apps

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

Share this review:

ProEst logo

ProEst

I hate using this software

Reviewed 5 days ago

I absolutely hate it. It makes my job difficult and frustrating.

Pros

Proest ntegrates with our accounting software

Cons

Very poorly designed. Not user friendly. They don't seem interested in even making the most simple improvements. For example to find a customer's email address, you have to go into a completely different part of the software, then search for the customer by name, then hover over a secret invisible button to open the "contacts" window, and then you might see the customer's email address. That's just the tip of the iceberg. What else I don't like is that it doesn't integrate with other software except accounting. So we are forced to use it as a CRM.