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CRM (Customer Relationship Management) is a tool that enables businesses to organize and access customers data. In the past, this was done manually where businesses made paper notes to keep a record of the activities and metrics related to the company. But today, businesses have realized the importance of quality customer service, and now they need something more advanced than notes and sheets. This is where the CRM software comes into play.

Many businesses have invested in CRM software application to unify their strategies related to customer services. CRM software has become a business necessity which is why they have taken the lead as the largest software market in the world. By the end of 2017, the global CRM software market was generating net revenue of $39.5 billion. Its global revenue is expected to reach $80 billion by 2025.

Two important CRM software commonly used today are Salesmate and Zoho. If you are going to select a CRM software for your business, you need to compare these two and decide which is right for your business.

Zoho Vs. Salesmate

Both Zoho and Salesmate are CRM systems that assist small and large corporations to convert lead into customers. In this post, we will compare various factors of the two software so that you can decide which one works well for you. These factors include basic features, pricing plans, support, and integrations among other things.

Ideal users of Salesmate and Zoho

The two software platforms differ from one another based on who they are ideally meant for. Salesmate CRM can be customized for a diverse range of businesses. It can meet the needs of various small and large enterprises to organize processes and gain an edge in the competitive market. The different versions and industries that Salesmate serve include:

  • Real Estate CRM software: It allows you to manage contacts, automate activities, and facilitates a smooth sales process
  • CRM for construction: It helps you to stay organized and seamlessly handle your bidding process and sales deals
  • CRM for lawyers: SalesmateCRM for law firms to help them maximize efficiency and increase their revenue
  • SaaS CRM for startups: Helps sales reps to simplify sales processes, organize workflows, and provides a holistic view of your prospects
  • Salesmate CRM for agencies: organizes and automates sales operations of media, marketing, and digital agencies
  • CRM for higher education: Helps the competitive educational market to organize processes and records

While Zoho works for similar enterprises, it is mainly intended for large businesses and organizations along with small scale corporations. It is aimed for slightly matured businesses and caters to a sales force of a thousand persons and beyond.

Plans and Pricing:

While the introductory Zoho CRM pricing is affordable, the cost inflates every time you are looking for advanced features. Zoho offers a free version of the software which distinguishes it from Salesmate. However, the free version is generally poor representation of CRM software as it misses a lot of important features. The standard version of Zoho costs around $15 while the cost goes up to $18 if you are using the professional version.

On the other hand, Salesmate offers simple and affordable pricing plan. It costs $12 per user/month when billed annually for all the features. It also offers a free trial period of 15 days which can be activated without a credit card. Once the 15-day trial period is over, you have the option to either pick a monthly or annual billing plan.

 

Features comparison

Salesmate features

Salesmate offers a myriad of features and brings all your favorite apps into one CRM. It enables you to sync apps like Google Drive, Gmail, Contacts, Maps, and Calendar into one CRM. Additionally, it allows you to connect with apps like MailChimp and Shopify and provides a plethora of plugins to convert your leads. You can also set up a professional email signature and further make it appealing by the signature template creator offered by Salesmate. Other features that Salesmate CRM offers are:

Accelerated Sales

  • Pipeline management
  • Tracking activities
  • Smart Emails

Smart Productivity

Gain Visibility

  • Tracking sales goals
  • Sales intelligence
  • Sales forecasting
  • Mobile apps

Zoho features

Zoho CRM software brings all your channels together in an organized timeline. You get to see all your emails arranged in a CRM pipeline and respond to customers with ZohoSalesInbox. It also allows you to contact customers inside the CRM with the click of a button. Other Zoho features include:

Salesforce automation

  • Pipeline analysis
  • Real-time forecasting
  • Lead generation and qualification

CRM workflow management

  • Email notifications with templates
  • Workflow alerts while creating and modifying records
  • Instant notifications to third-party apps

Sales tracking

  • 360-degree view
  • Monitoring sales opportunities
  • Sales pipeline and escalation process
  • Import sales opportunities from third-party services

Document library

  • Send documents from your CRM
  • Role-based folders and sub-folders
  • Quick feedback from team members to improve documents

Integrations and Apps

Both Salesmate and Zoho enjoys plenty of third-party app integrations, but the variety of apps it Salesmate offers in its standard version far exceeds than its competitors. It integrates well with Gmail, Drive, Shopify, WordPress, Squarespace, to name a few.

Customers support

CRM software is known for its poor customer’s support. But unlike others, the Salesmate CRM prides on a massive support center. It provides tons of articles and guides that answers many common customer questions. What distinguishes Salesmate from Zoho is the availability of ‘live support’ which comes handy when you need a swift response in case of CRM software malfunction. This is the reason why Salesmate enjoys a 5-star review rating when it comes to customer support.

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The verdict

Choosing a CRM software that not only your requirements but also falls within the confines of your budget sometimes become a challenge. If you’re looking for a CRM software that is affordable and yet provides all the features that matter, we recommend Salesmate. However, if your business can afford the premium packages delivered by Zoho, you won’t be disappointed by it either.

Posted by Miley Dowling

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