Choosing the best CRM for your business can be tricky. Although Salesforce is the current undisputed market leader, its prohibitive costs has helped foster the growth of a number of competitors. Here are two of the more popular.
Zoho CRM is Zoho Corporation’s customer relationship application. It is primarily marketed towards startups and SMBs. Although not as customizable as Salesforce, Zoho CRM’s strength lies largely in the fact that it is a much more affordable option for small businesses.
One of Zoho CRM’s biggest draws is the three-user free version. The free version comes with a number of features found in the paid versions, including lead and contact management, email marketing, web forms, customer support, and social media integration. There is, however, a 5,000-record hard cap as well as a 256MB file storage limit per organization.1
There are currently three different paid Zoho CRM editions — Standard, Professional, and Enterprise. The paid versions of Zoho CRM offer lead management, email marketing, customer support, and inventory management. They also integrate with multiple Zoho apps as well as third-party programs such as Evernote and G Suite.
While lagging behind Salesforce in terms of features, SugarCRM is both less expensive and doesn’t have a steep learning curve.
One main feature of SugarCRM is its open-source architecture. Users can modify the platform to fit their needs and requirements, but redistribution is restricted. It can rival and perhaps even beat Salesforce in terms of customizability, but doing so can require a lot of coding on the user’s part.
Over the years, SugarCRM has progressively been building on its original open source model in order to become a fully-paid software and services company. The free open-source Community Edition, which features basic dashboards, simple queries, and packaged reporting, for example, was basically discontinued by SugarCRM in February 2014.2
SugarCRM currently comes in three paid editions — Sugar Professional, Sugar Enterprise, and Sugar Ultimate. The CRM’s paid editions come with the features in Community Edition and add everything from deeper CRM feature sets and additional integration options to increased customer support features and additional storage.3
Both Zoho CRM and SugarCRM are good Salesforce alternatives for businesses that don’t have a large sales team, a big CRM budget, or both. While all three CRM solutions target the same SMB market, Zoho CRM and SugarCRM don’t have the high barrier to entry that Salesforce does.
That said, these two Salesforce competitors still largely suffer from the same limitations that Salesforce has. Much like Salesforce, neither ZOHO nor SugarCRM offer complete control over the entire customer management lifecycle straight out of the figurative box.
If you need more features, be prepared to pay additional fees for official add-ons, upgrades, and third-party programs. Zoho, for example, offers a project management solution called Zoho Projects, but it’s a separate purchase from the CRM with its own tiered editions.4
With WORK[etc], users no longer have to worry about buying and integrating third-party programs (further lengthening the time it takes for onboarding) or paying extra for access to business-critical systems such as sales, billing, project management, and customer support.
1. “Zoho CRM – Editions & Pricing”. Zoho.com. Retrieved August 12, 2014.
2. “SugarCRM in the Next 10 Years”. SugarCRM.com. Retrieved August 12, 2014.
3. “CRM Software packages and Pricing”. SugarCRM.com. Retrieved August 12, 2014.
4. “Collaboration Tools | Plans and Pricing: Zoho Projects”. Zoho.com. Retrieved August 12, 2014.
5. “Sales Cloud Full Edition Comparison Chart”. Salesforce.com. Retrieved August 12, 2014.
6. “Zoho CRM – Edition Comparison”. Zoho.com. Retrieved August 12, 2014.
7. “Editions Comparison”. Cloudfront.net. Retrieved August 12, 2014.
Time tracking always gets a bad rap. "It's a waste of time." "It's too much micro-management." If you're not tracking it, however, then you risk wasting it and losing out on these three tangible benefits.
If first contact with a sales lead is like a first date, then sending out a sales quote would be the equivalent of getting down on one knee and proposing. Here are three tips on how you can use WORKetc to win that "yes" in the end.
Just like how we don’t force WORKetc users into having only one processes or workflow, we’ve also built in some powerful integrations into the app that lets users have full control over their own specific app ecosystems. Here are the top WORKetc integrations, as chosen by real WORKetc users.
We know using a mobile CRM can benefit a small business, but how exactly can it do that? We went and asked real WORKetc customers how they use our Android and iOS apps to work, run, and manage their businesses efficiently and effectively, anytime they need to, wherever they may be.
No leader wants to bring their team aboard a sinking ship. Here's how you can ensure your new CRM implementation efforts don't go to waste.
Every feature unlocked for 14 days.
No credit card required.
Activate your trial account and one-click invitations for your team.
All setup? We'll present a demo
matched to your company needs.