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Zoho CRM vs Salesforce Essentials Comparison
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Overview
Zoho CRM is a cloud-based customer relationship management (CRM) software that helps businesses of all sizes close deals...
Salesforce Essentials is a cloud-based CRM for small businesses which allows users to manage leads, opportunities, pipelines,...
- 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
20
/user
Per month
- Free trial available
- Credit cardless trial
- Free account
- Subscription based
Starting from
35
/user
Per month
- Free trial available
- Credit cardless trial
- Free account
- Subscription based
User reviews
Pros
Saqib S.
Pros
Cons
Max P.
Dr Navneet G.
Cons
Naomi B.
Key features
- Total features207
- AB Testing
- API
- Access Controls/Permissions
- Account Alerts
- Account Management
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Alerts/Escalation
- Alerts/Notifications
- Appointment Management
- Appointment Scheduling
- Asset Lifecycle Management
- Automated Routing
- Behavior Tracking
- Budgeting/Forecasting
- Business Card/Badge Scanning
- Business Process Control
- Buyer Management
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call Center Management
- Call Management
- Campaign Analytics
- Campaign Management
- Campaign Planning
- Campaign Segmentation
- Cataloging/Categorization
- Channel Management
- Chat/Messaging
- Churn Management
- Client Management
- Client Portal
- Client Tracking
- Client/Property Matching
- Collaboration Tools
- Commenting/Notes
- Commission Management
- Communication Management
- Community Management
- Configurable Workflow
- Contact Database
- Contact Management
- Content Delivery
- Content Library
- Content Management
- Contract/License Management
- Conversion Tracking
- Correlation Analysis
- Customer Accounts
- Customer Activity Tracking
- Customer Database
- Customer Engagement
- Customer Experience Management
- Customer History
- Customer Management
- 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
- Email Alerts
- Email Distribution
- Email Management
- Email Marketing
- Email Response Control
- Email Templates
- Email Tracking
- Engagement Tracking
- 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 Small Businesses
- For Startups
- For iPad Devices
- Forecasting
- Gamification
- Goal Management
- Graphical Data Presentation
- Health Score
- Help Desk Management
- Incentive Management
- Interaction Tracking
- Internal Chat Integration
- Knowledge Base Management
- Landing Pages/Web Forms
- Lead Capture
- Lead Database Integration
- Lead Distribution
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Lead Segmentation
- Lead Verification/Validation
- 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
- Multivariate Testing
- Negative Feedback Management
- Opportunity Management
- Performance Management
- Performance Metrics
- Pipeline Management
- Pipeline Reports
- Predictive Analytics
- Prioritization
- Product Catalog
- Progress Tracking
- Project Management
- Project Tracking
- Proposal Generation
- Proposal Management
- Prospecting Tools
- Queue Management
- 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
- Revenue Management
- Rewards Management
- Role-Based Permissions
- Routing
- Sales Activity Management
- Sales Analytics
- Sales Approval
- Sales Automation
- Sales Forecasting
- Sales Pipeline Management
- Sales Planning
- Sales Reports
- Sales Trend Analysis
- Scheduling
- Search Marketing
- Search/Filter
- Segmentation
- Self Service Portal
- Service Level Agreement (SLA) Management
- Shared Contacts
- Social Marketing
- Social Media Integration
- Social Media Monitoring
- Social Promotion
- Source Tracking
- Statistical Analysis
- Support Ticket Management
- Support Ticket Tracking
- Survey/Poll Management
- Surveys & Feedback
- Tagging
- Task Management
- Task Progress Tracking
- Task Scheduling
- Team Assignments
- Template Management
- Territory Management
- Text Analysis
- Third Party Integrations
- Training Management
- Transaction History
- Trend Analysis
- Usage Tracking/Analytics
- User Management
- Visual Analytics
- Warranty Tracking
- Web Forms
- Web-based Deployment
- Website Analytics
- Website Integration
- Website Visitor Tracking
- Widgets
- Wiki
- Win/Loss Analysis
- Workflow Management
- XML/RSS
- eCommerce Management
- Total features85
- AB Testing
- API
- Access Controls/Permissions
- Account Alerts
- Account Management
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Alerts/Escalation
- Alerts/Notifications
- Appointment Management
- Appointment Scheduling
- Asset Lifecycle Management
- Automated Routing
- Behavior Tracking
- Budgeting/Forecasting
- Business Card/Badge Scanning
- Business Process Control
- Buyer Management
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call Center Management
- Call Management
- Campaign Analytics
- Campaign Management
- Campaign Planning
- Campaign Segmentation
- Cataloging/Categorization
- Channel Management
- Chat/Messaging
- Churn Management
- Client Management
- Client Portal
- Client Tracking
- Client/Property Matching
- Collaboration Tools
- Commenting/Notes
- Commission Management
- Communication Management
- Community Management
- Configurable Workflow
- Contact Database
- Contact Management
- Content Delivery
- Content Library
- Content Management
- Contract/License Management
- Conversion Tracking
- Correlation Analysis
- Customer Accounts
- Customer Activity Tracking
- Customer Database
- Customer Engagement
- Customer Experience Management
- Customer History
- Customer Management
- 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
- Email Alerts
- Email Distribution
- Email Management
- Email Marketing
- Email Response Control
- Email Templates
- Email Tracking
- Engagement Tracking
- 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 Small Businesses
- For Startups
- For iPad Devices
- Forecasting
- Gamification
- Goal Management
- Graphical Data Presentation
- Health Score
- Help Desk Management
- Incentive Management
- Interaction Tracking
- Internal Chat Integration
- Knowledge Base Management
- Landing Pages/Web Forms
- Lead Capture
- Lead Database Integration
- Lead Distribution
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Lead Segmentation
- Lead Verification/Validation
- 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
- Multivariate Testing
- Negative Feedback Management
- Opportunity Management
- Performance Management
- Performance Metrics
- Pipeline Management
- Pipeline Reports
- Predictive Analytics
- Prioritization
- Product Catalog
- Progress Tracking
- Project Management
- Project Tracking
- Proposal Generation
- Proposal Management
- Prospecting Tools
- Queue Management
- 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
- Revenue Management
- Rewards Management
- Role-Based Permissions
- Routing
- Sales Activity Management
- Sales Analytics
- Sales Approval
- Sales Automation
- Sales Forecasting
- Sales Pipeline Management
- Sales Planning
- Sales Reports
- Sales Trend Analysis
- Scheduling
- Search Marketing
- Search/Filter
- Segmentation
- Self Service Portal
- Service Level Agreement (SLA) Management
- Shared Contacts
- Social Marketing
- Social Media Integration
- Social Media Monitoring
- Social Promotion
- Source Tracking
- Statistical Analysis
- Support Ticket Management
- Support Ticket Tracking
- Survey/Poll Management
- Surveys & Feedback
- Tagging
- Task Management
- Task Progress Tracking
- Task Scheduling
- Team Assignments
- Template Management
- Territory Management
- Text Analysis
- Third Party Integrations
- Training Management
- Transaction History
- Trend Analysis
- Usage Tracking/Analytics
- User Management
- Visual Analytics
- Warranty Tracking
- Web Forms
- Web-based Deployment
- Website Analytics
- Website Integration
- Website Visitor Tracking
- Widgets
- Wiki
- Win/Loss Analysis
- Workflow Management
- XML/RSS
- eCommerce Management
Integrations
- Total integrations503
- Constant Contact
- Gmail
- Google Analytics 360
- Google Calendar
- HubSpot CRM
- HubSpot Marketing Hub
- Mailchimp
- Meta for Business
- Microsoft Outlook
- PayPal
- QuickBooks Online Advanced
- Salesforce Sales Cloud
- Shopify
- Slack
- Stripe
- WordPress
- Xero
- Zapier
- Zendesk Suite
- Total integrations151
- Constant Contact
- Gmail
- Google Analytics 360
- Google Calendar
- HubSpot CRM
- HubSpot Marketing Hub
- Mailchimp
- Meta for Business
- Microsoft Outlook
- PayPal
- QuickBooks Online Advanced
- Salesforce Sales Cloud
- Shopify
- Slack
- Stripe
- WordPress
- Xero
- Zapier
- Zendesk Suite
Alternatives
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User reviews that mention these apps
Tyler A.
Used other for 6-12 months
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This has a great free version with all the essentials needed to track your customers and create reoccurring invoices.
outside of the basics you will start to pay a price, not really a con since they are quality products.
Verified reviewer
Computer Software, 51-200 employees
Used other for 2+ years
Review source
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Zoho CRM
Zoho is a very good alternative to Salesforce, one that I would recommend if you have a tight budget
It's very cost effective for users and with all the features included, it's a really handy tool that provides you with all the essentials that you need.
It's a *little* clunky compared to Salesforce. It's still good but when you compare with them, you can feel the difference. I wish it was a little more intuitive but again, you get what you pay for. It's still very very good.
Verified reviewer
Staffing and Recruiting, 1-10 employees
Used daily for 6-12 months
Review source
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It is hard to argue with the price, I was using the free version. It did the bare minimum a CRM should be used for but not much else.
I had been using salesforce previously, I found that salesforce just had much more capabilities when it came to automation.
Michael F.
Internet, 201-500 employees
Review source
Share this review:
fine CRM depending on the value, lacks customization of SF
the interface for the software was good but it just does not go as in depth and customizable as salesforce
software looks nice but i found it harder to use than salesforce. Im unsure of pricing but i would rather use salesforce
Verified reviewer
Industrial Automation, 201-500 employees
Used other for 1-2 years
Review source
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Zoho CRM
As an assistant to a previous CEO/President I utilized Zoho as our CRM for the company.
Ease of use. Great price for a start up
We used the free version and it was very easy to be self taught. Ease of use was a definite plus for our team.
It didn't seem to have all the features of salesforce plus it wasn't as well known to put down on your resume as salesforce.
Paolo P.
Management Consulting, 1,001-5,000 employees
Used other for 2+ years
Review source
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I started with zoho in 2010 for my startup and I select It for many customers
Really easy to use, freemium model and holistic integration. From CRM to ERP!
No one in my opinion. Better than Salesforce
Verified reviewer
Insurance, self-employed
Used monthly for 1-2 years
Review source
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I liked it but my peers were not as convinced.
Simple, easy online user interface; Fast and responsive.
Not as well known as salesforce, most customers unfamiliar.
Richard S.
Leisure, Travel & Tourism, 11-50 employees
Used daily for 2+ years
Review source
Share this review:
If it were up to me, I would have dumped it long ago.
It's cheaper than Salesforce but who isn't?
The modules don't talk to each other, there is zero support when you have questions and what would be standard in other software is NOT offered here, for example the email module and email template creation is a nightmare . Mailchimp is far superior with the email creation tools. The Zoho Social loses connection to social channels regularly. The Zoho Analytics won't connect to some of the modules for reporting, etc.
Michiel v.
Retail, 11-50 employees
Used weekly for 6-12 months
Review source
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Good alternative for when you can't afford Salesforce
You can customise quite a lot in this CRM tool
If you don't have a certain amount of licenses the Customer Service team takes ages too reply
Leila B.
Nonprofit Organization Management, 51-200 employees
Used weekly for 1-2 years
Review source
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The layout is more visibly pleasing than Salesforce
It wasn't very straightforward on how to use it. We were trained to use it and still had to ask questions monthly to clarify or get directions.
Daniel C.
Information Technology and Services, 1-10 employees
Used weekly for 1-2 years
Review source
Share this review:
Cheaper and just as much customization as salesforce.
You can make a CRM for your self while making other CRMs for your clients. It is one of the best and most customization CRM solutions I have ever seen.
The support is a little slower than salesforce but really it isn't that bad.
Todd D.
Business Supplies and Equipment, 1-10 employees
Used daily for 1-2 years
Review source
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Great to start but then it got complicated and I stopped using it.
I switched to Zoho from Salesforce when I felt Salesforce became overly complicated and pricey for a small company. I like the price and the ease of operation.
When I first started using Zoho I like the straight forward approach and ease of operation. However, as they began adding modules I felt it was becoming as complicated as Salesforce and I started to go away from it.
Deepanshu G.
Aviation & Aerospace, 11-50 employees
Used weekly for 1-2 years
Review source
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Zoho CRM
ZOHO - A economical option for Mid sized organisation that cannot deploy salesforce or SAP
Mindblowing , Perfect for Small and Mid sized organization , and can be deployed without hiring high end technical person
The price , It is way to economical as compared to salesforce or SAP , that requires tons of financial input , and even after that Salesforce need expert manpower to manage and calibrate as per your organization need
Since I have been working as Salesforce developer as well and I am certified salesforce coach , I can say Zoho is perfect on its part , The only backslash is the community behind salesforce is much stronger than ZOHO developers and that where it need to focus on , rest it is perfert
Jacob B.
Media Production, 11-50 employees
Review source
Share this review:
Overall, I didn't love it and continued with Salesforce.
I liked how basic they attempted to make the UX.
I ended up going with Salesforce, as I felt like I got more for my dollar including the support.
Colin W.
Hospital & Health Care, 11-50 employees
Used daily for 2+ years
Review source
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It's better and cheaper than salesforce is some aspects.
All of the functionality it offers to a broad range of businesses. Forcasting and projections are our company's favorite tools.
It can be a little complicated to use with all of the extra features and steps to record new contacts and manage the account.
Verified reviewer
Marketing and Advertising, 11-50 employees
Used monthly for 1-2 years
Review source
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I find Zoho much easier to use than Salesforce in terms of UI/UX. Salesforce is a more rudimentary CRM in terms of look/feel, however provides much more functionality. If you're a non-enterprise business, I would recommend Zoho over Salesforce due to cost and UI.
Not as feature rich as Salesforce, however the UI/UX makes up for it.
GOMATHI R.
Retail, 501-1,000 employees
Used daily for 1-2 years
Review source
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Great. High ROI
Pleasant User interface, Easy to set up, Powerful automation features
Training content can be improved by having rich content like Salesforce Trailhead
Miriam S.
Used daily for 2+ years
Review source
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Zoho CRM has a lot of Salesforce features, but not all the Salesforce complexity. I especially appreciate the custom fields feature, and the ability to integrate with other apps.
Pricing, custom fields, customer support, feature-rich.
Can be complicated for some people.
Thank you for posting your feedback. It may appear complicated, but trust me it is worth going through the learning curve :)
Nicole V.
Financial Services, 1-10 employees
Review source
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Very impressed with the ease of it.
Easy to use compared to Salesforce. Recommend ZOHO 100%!
Wasn't sure which edition to use. The comparison page wasn't detailed enough.
Pablo S.
E-Learning, 201-500 employees
Used daily for 6-12 months
Review source
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It is the best tool to have a clear vision of Leads, prospects, contacts and opportunities. It is my daily-basis right-hand
Salesforce is the most complete CRM, easy to use and very practical.
Reports are very complete and efficient, however, they could be quite more user-friendly
Mayank K.
Real Estate, 1,001-5,000 employees
Used daily for 2+ years
Review source
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We require a CRM solution to track our customer data and enable sales intelligence. This tool does that perfectly. Pipeline management is a key task in Real Estate and this tool helps to achieve that in a great way.
There is a reason why this is the number 1 CRM solution in the world. It provides a unified view of your sales details and is mapped with the CRM for quick updates and reports.
Role Hierarchy & Permission sets are difficult to understand and multiple roles assigning can be difficult.
Verified reviewer
Public Relations and Communications, 1-10 employees
Review source
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Light years ahead of the competition. There isn't a better overall CRM solution out there. Period.
No pros were added to this review
No cons were added to this review
Nasir Q.
Insurance, 10,001+ employees
Used daily for 2+ years
Review source
Share this review:
most comprehensive crm out there pretty much has solution for any business problem easy to scale and develop
learning curve expensive licensing need some sophostication in customization license per user and has some limits of what u csn do overall