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Zoho CRM vs DealCloud Comparison (2026)
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Good recommendations?
Overview
Zoho CRM records all contact, lead & account data. It also lets you assign tasks, automate workflows & marketing, track revenue & send communications.
DealCloud is a cloud-based, AI-powered deal and relationship management platform for financial and professional services firms.
- 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
No videos yet
Pricing
User reviews
4.3
7K
5
4
3
2
1
3.5K
2.3K
781
172
84
- Value for money
- Ease of use
- Features
- Customer support
68%
would recommend this app4.5
21
5
4
3
2
1
15
3
2
1
0
- Value for money
- Ease of use
- Features
- Customer support
72%
would recommend this appPros
“I like Zoho CRM for its smart workflow management that automates routine tasks and it’s effective email campaign features that helps create and track personalized customer engagement.”
GO
Gabriella O.
Human resources manager
“We use it for new leads, tracking stages of leads and bookings, contact details, tasks, sending emails and more.”
SM
Sherry M.
Executive Manager
“I especially valued its high level of customization and seamless integration with other Zoho applications, which made it possible to tailor the system to specific business needs.”
RS
Radha S.
Legal Assistant
Pros
“I find the navigation of the software fairly easy, once I was familiar with it I had a good understanding of how to navigate and find new features.”
AL
Arden L.
Analyst
Cons
“It is a bit difficult while integrating with the previous crm as there are few gaps and not able to capture the few details same as the previous crm”
sc
suba c.
Customer Success Executive
“The mobile app is really frustrating when I'm out showing properties and need to update deal stages on the fly.”
AC
Andy C.
Sales Director
“Certain automation workflows are overly cumbersome to build, particularly when including multiple conditions and actions.”
AD
Alexandre D.
Secretary General
Cons
Not enoughreviews yet
- Vendor responds to reviews
- Last review6 days ago
- Vendor responds to reviews
- Last reviewa year ago
Key features
- Total features180
- "What If" Scenarios
- A/B Testing
- AI Copilot
- AI/Machine Learning
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Activity Dashboard
- Activity Planning
- Activity Tracking
- Activity/News Feed
- Ad hoc Reporting
- Alerts/Escalation
- Alerts/Notifications
- Appointment Management
- Appointment Scheduling
- Asset Lifecycle Management
- Assignment Management
- Audit Trail
- Automated Routing
- Benchmarking
- Budgeting/Forecasting
- Business Card/Badge Scanning
- Business Process Automation
- Business Process Control
- Buyer Management
- CRM
- CRM Integration
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call Logging
- Call Management
- Campaign Analytics
- Campaign Management
- Campaign Planning
- Campaign Segmentation
- Cash Management
- Channel Management
- Chat/Messaging
- Chatbot
- Churn Management
- Client Management
- Client Portal
- Client Tracking
- Client/Property Matching
- Collaboration Tools
- Commenting/Notes
- Commission Management
- Communication Management
- Competitive Analysis
- Compliance Tracking
- Configurable Workflow
- Contact Database
- Contact Management
- Content Library
- Content Management
- Contract/License Management
- Conversion Tracking
- Correlation Analysis
- Customer Activity Tracking
- Customer Database
- Customer Engagement
- Customer Experience Management
- Customer History
- Customer Journey Mapping
- Customer Segmentation
- Customer Social Profiles
- Customer Support
- Customer Surveys
- Customizable Branding
- Customizable CTAs
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Dashboard
- Dashboard Creation
- Data Entry
- Data Extraction
- Data Import/Export
- Data Integration
- Data Management
- Data Security
- Data Synchronization
- Data Visualization
- Deal Management
- Document Management
- Document Storage
- Donor Management
- Drag & Drop
- Drip Campaigns
- Dynamic Modeling
- Email Management
- Email Marketing
- Email Response Control
- Email Templates
- Email Tracking
- Engagement Tracking
- Estimating
- Event Triggered Actions
- Exception Reporting
- Expense Tracking
- Fee Management
- Feedback Management
- Field Sales Management
- File Sharing
- Financial Analysis
- Financial Management
- For AEC Industry
- For Financial Institutions
- For Healthcare
- For Insurance Industry
- For Investment Advisors
- For Investors & Traders
- For Mac Devices
- For Nonprofits
- For Real Estate
- For Sales Teams/Organizations
- For Small Businesses
- For Startups
- For iPad Devices
- Forecasting
- Fund Management
- Gamification
- Generative AI
- Goal Management
- Goal Setting/Tracking
- Graphical Data Presentation
- Help Desk Management
- Incentive Management
- Interaction Tracking
- Internal Chat Integration
- Investment Research
- Investments Tracking
- KPI Monitoring
- Kanban Board
- Key Performance Indicators
- Landing Pages/Web Forms
- Lead Capture
- Lead Distribution
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Lead Scoring
- Lead Segmentation
- Leaderboards
- Live Chat
- Loyalty Program
- Marketing Automation
- Marketing Calendar
- Meeting Management
- Mobile Access
- Mobile App
- Modeling & Simulation
- Monitoring
- Multi-Campaign
- Multi-Channel Communication
- Multi-Channel Data Collection
- Multi-Channel Marketing
- Multi-Currency
- Multi-Language
- Multivariate Testing
- Negative Feedback Management
- No-Code
- Onboarding
- Opportunity Management
- Performance Management
- Performance Metrics
- Pipeline Management
- Pipeline Reports
- Portfolio Management
- Predictive Analytics
- Prioritization
- Product Catalog
- Progress Tracking
- Project Management
- Project Tracking
- Projections
- Proposal Generation
- 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
- Remote Access/Control
- Reporting & Statistics
- Reporting/Analytics
- Revenue Management
- Rewards Management
- Risk Management
- Role-Based Permissions
- Sales Activity Management
- Sales Analytics
- Sales Approval
- Sales Automation
- Sales Forecasting
- Sales Pipeline Management
- Sales Planning
- Sales Reports
- Sales Trend Analysis
- Scheduling
- Scorecards
- Search/Filter
- Secure Data Storage
- Segmentation
- Self Service Data Preparation
- Source Tracking
- Statistical Analysis
- Strategic Planning
- Task Management
- Task Scheduling
- Team Assignments
- Template Management
- Territory Management
- Third-Party Integrations
- Trend Analysis
- Trend/Problem Indicators
- Visual Analytics
- Web Forms
- Workflow Automation
- Workflow Management
- eCommerce Management
- Total features134
- "What If" Scenarios
- A/B Testing
- AI Copilot
- AI/Machine Learning
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Activity Dashboard
- Activity Planning
- Activity Tracking
- Activity/News Feed
- Ad hoc Reporting
- Alerts/Escalation
- Alerts/Notifications
- Appointment Management
- Appointment Scheduling
- Asset Lifecycle Management
- Assignment Management
- Audit Trail
- Automated Routing
- Benchmarking
- Budgeting/Forecasting
- Business Card/Badge Scanning
- Business Process Automation
- Business Process Control
- Buyer Management
- CRM
- CRM Integration
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call Logging
- Call Management
- Campaign Analytics
- Campaign Management
- Campaign Planning
- Campaign Segmentation
- Cash Management
- Channel Management
- Chat/Messaging
- Chatbot
- Churn Management
- Client Management
- Client Portal
- Client Tracking
- Client/Property Matching
- Collaboration Tools
- Commenting/Notes
- Commission Management
- Communication Management
- Competitive Analysis
- Compliance Tracking
- Configurable Workflow
- Contact Database
- Contact Management
- Content Library
- Content Management
- Contract/License Management
- Conversion Tracking
- Correlation Analysis
- Customer Activity Tracking
- Customer Database
- Customer Engagement
- Customer Experience Management
- Customer History
- Customer Journey Mapping
- Customer Segmentation
- Customer Social Profiles
- Customer Support
- Customer Surveys
- Customizable Branding
- Customizable CTAs
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Dashboard
- Dashboard Creation
- Data Entry
- Data Extraction
- Data Import/Export
- Data Integration
- Data Management
- Data Security
- Data Synchronization
- Data Visualization
- Deal Management
- Document Management
- Document Storage
- Donor Management
- Drag & Drop
- Drip Campaigns
- Dynamic Modeling
- Email Management
- Email Marketing
- Email Response Control
- Email Templates
- Email Tracking
- Engagement Tracking
- Estimating
- Event Triggered Actions
- Exception Reporting
- Expense Tracking
- Fee Management
- Feedback Management
- Field Sales Management
- File Sharing
- Financial Analysis
- Financial Management
- For AEC Industry
- For Financial Institutions
- For Healthcare
- For Insurance Industry
- For Investment Advisors
- For Investors & Traders
- For Mac Devices
- For Nonprofits
- For Real Estate
- For Sales Teams/Organizations
- For Small Businesses
- For Startups
- For iPad Devices
- Forecasting
- Fund Management
- Gamification
- Generative AI
- Goal Management
- Goal Setting/Tracking
- Graphical Data Presentation
- Help Desk Management
- Incentive Management
- Interaction Tracking
- Internal Chat Integration
- Investment Research
- Investments Tracking
- KPI Monitoring
- Kanban Board
- Key Performance Indicators
- Landing Pages/Web Forms
- Lead Capture
- Lead Distribution
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Lead Scoring
- Lead Segmentation
- Leaderboards
- Live Chat
- Loyalty Program
- Marketing Automation
- Marketing Calendar
- Meeting Management
- Mobile Access
- Mobile App
- Modeling & Simulation
- Monitoring
- Multi-Campaign
- Multi-Channel Communication
- Multi-Channel Data Collection
- Multi-Channel Marketing
- Multi-Currency
- Multi-Language
- Multivariate Testing
- Negative Feedback Management
- No-Code
- Onboarding
- Opportunity Management
- Performance Management
- Performance Metrics
- Pipeline Management
- Pipeline Reports
- Portfolio Management
- Predictive Analytics
- Prioritization
- Product Catalog
- Progress Tracking
- Project Management
- Project Tracking
- Projections
- Proposal Generation
- 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
- Remote Access/Control
- Reporting & Statistics
- Reporting/Analytics
- Revenue Management
- Rewards Management
- Risk Management
- Role-Based Permissions
- Sales Activity Management
- Sales Analytics
- Sales Approval
- Sales Automation
- Sales Forecasting
- Sales Pipeline Management
- Sales Planning
- Sales Reports
- Sales Trend Analysis
- Scheduling
- Scorecards
- Search/Filter
- Secure Data Storage
- Segmentation
- Self Service Data Preparation
- Source Tracking
- Statistical Analysis
- Strategic Planning
- Task Management
- Task Scheduling
- Team Assignments
- Template Management
- Territory Management
- Third-Party Integrations
- Trend Analysis
- Trend/Problem Indicators
- Visual Analytics
- Web Forms
- Workflow Automation
- Workflow Management
- eCommerce Management
Integrations
- Total integrations65
- ActiveCampaign
- Avaya Experience Platform
- Bedrock Data
- Box
- Docusign
- Dropbox
- Eventbrite
- GetResponse
- GoTo Meeting
- Google Ads
- Google Analytics 360
- Google Calendar
- Google Workspace
- HubSpot CRM
- Jotform
- Kixie PowerCall & SMS
- Klenty
- Knowlarity
- Leadfeeder
- LinkedIn for Business
- Meta for Business
- Microsoft 365
- Microsoft Excel
- Microsoft Outlook
- Microsoft Project Server Subscription Edition
- Microsoft Word
- Operations Hub
- PandaDoc
- PayPal Payments
- PitchBook
- Proposify
- QuickBooks Online
- QuoteWerks
- Quoter
- RingCX
- SMS-Magic
- Saasu
- Shopify
- SimplyCast
- Skyvia
- Slack
- Sourcescrub
- SurveyMonkey
- Trello
- Twilio
- Twitter/X
- Xero
- Zapier
- Zendesk Suite
- Zoho Analytics
- Zoho Assist
- Zoho Billing
- Zoho Books
- Zoho Campaigns
- Zoho Cliq
- Zoho Creator
- Zoho Desk
- Zoho Expense
- Zoho Forms
- Zoho Invoice
- Zoho Mail
- Zoho Meeting
- Zoho Projects
- Zoho SalesIQ
- Zoho Sign
- Zoho Social
- Zoho Survey
- Zoho Writer
- iQuoteXpress
- mailparser.io
- Total integrations6
- ActiveCampaign
- Avaya Experience Platform
- Bedrock Data
- Box
- Docusign
- Dropbox
- Eventbrite
- GetResponse
- GoTo Meeting
- Google Ads
- Google Analytics 360
- Google Calendar
- Google Workspace
- HubSpot CRM
- Jotform
- Kixie PowerCall & SMS
- Klenty
- Knowlarity
- Leadfeeder
- LinkedIn for Business
- Meta for Business
- Microsoft 365
- Microsoft Excel
- Microsoft Outlook
- Microsoft Project Server Subscription Edition
- Microsoft Word
- Operations Hub
- PandaDoc
- PayPal Payments
- PitchBook
- Proposify
- QuickBooks Online
- QuoteWerks
- Quoter
- RingCX
- SMS-Magic
- Saasu
- Shopify
- SimplyCast
- Skyvia
- Slack
- Sourcescrub
- SurveyMonkey
- Trello
- Twilio
- Twitter/X
- Xero
- Zapier
- Zendesk Suite
- Zoho Analytics
- Zoho Assist
- Zoho Billing
- Zoho Books
- Zoho Campaigns
- Zoho Cliq
- Zoho Creator
- Zoho Desk
- Zoho Expense
- Zoho Forms
- Zoho Invoice
- Zoho Mail
- Zoho Meeting
- Zoho Projects
- Zoho SalesIQ
- Zoho Sign
- Zoho Social
- Zoho Survey
- Zoho Writer
- iQuoteXpress
- mailparser.io
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