Zoho CRM vs Salesforce CPQ & Billing
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Overview
Zoho CRM is a cloud-based customer relationship management (CRM) software that helps businesses of all sizes close deals smarter, better and faster. The solution lets businesses reach their customers through every channel, including telephone, email, social media, and live chat.
Zoho CRM is a cloud-based customer relationship management (CRM) software that helps businesses of all sizes close deals smarter, better and faster....
Deployment
- Cloud-based
- On-premise
Support Options
- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- 24/7 (Live rep)
- Chat
Salesforce CPQ is a configure price quote solution fully native to the Salesforce platform that delivers automated sales quoting with out-of-the-box capabilities like Guided Selling and Pricing & Discount Schedules, to save time while turning around accurate branded proposals, all without leaving Salesforce
Salesforce CPQ is a configure price quote solution fully native to the Salesforce platform that delivers automated sales quoting with out-of-the-box...
Deployment
- Cloud-based
- On-premise
Support Options
- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- 24/7 (Live rep)
- Chat
Images
Pricing
Starting from
US$14.00/month
- Free Version
- Free Trial
- Subscription
Starting from
US$75.00/month
- Free Version
- Free Trial
- Subscription
Reviews
Ease of Use
4.1/ 5Features
4.3/ 5Customer Service
4.1/ 5Value for Money
4.3/ 5Ease of Use
3.7/ 5Features
4/ 5Customer Service
4.5/ 5Value for Money
4/ 5Features
Total features 202
- 2D Drawing
- 3D Digital Asset Management
- 3D Imaging
- A/B Testing
- AI/Machine Learning
- API
- Access Controls/Permissions
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Alerts/Escalation
- Alerts/Notifications
- Appointment Management
- Appointment Scheduling
- Approval Process Control
- Approval Workflow
- Asset Lifecycle Management
- Audit Management
- Audit Trail
- Automated Quoting
- Automated Routing
- Bid Management
- Billing & Invoicing
- Bills of Material
- Budgeting/Forecasting
- Business Card/Badge Scanning
- Business Process Automation
- Business Process Control
- Buyer Management
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call Management
- Campaign Analytics
- Campaign Management
- Campaign Planning
- Campaign Segmentation
- Catalog Management
- Channel Management
- Chat/Messaging
- Churn Management
- Client Management
- Client Portal
- Client Tracking
- Client/Property Matching
- Collaboration Tools
- Commenting/Notes
- Communication Management
- Configurable Workflow
- Configuration Management
- Contact Database
- Contact Management
- Content Library
- Content Management
- Contract/License Management
- Conversion Tracking
- Correlation Analysis
- Credit Card Processing
- Customer Activity Tracking
- Customer Database
- Customer Engagement
- Customer Experience Management
- Customer History
- 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 Import/Export
- Data Synchronization
- Data Visualization
- Discount Management
- Document Management
- Document Storage
- Document Templates
- Donor Management
- Drag & Drop
- Drip Campaigns
- Due Date Tracking
- ERP integration
- Electronic Payments
- Electronic Signature
- Email Management
- Email Marketing
- Email Response Control
- Email Templates
- Email Tracking
- Engagement Tracking
- Estimating
- Event Triggered Actions
- Exception Reporting
- Expense Tracking
- Feedback Management
- Field Sales Management
- File Sharing
- For AEC Industry
- For Financial Institutions
- For Healthcare
- For Insurance Industry
- For Internal Use
- For Mac Devices
- For Nonprofits
- For Real Estate
- For Sales Teams/Organizations
- For Small Businesses
- For Startups
- For iPad Devices
- Forecasting
- Gamification
- Goal Management
- Goal Setting/Tracking
- Graphical Data Presentation
- Guided Selling
- Help Desk Management
- Incentive Management
- Interaction Tracking
- Internal Chat Integration
- Knowledge Base Management
- Knowledge Library
- 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
- Milestone Tracking
- Mobile Access
- 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
- Order Management
- Order Processing
- Order Tracking
- Performance Management
- Performance Metrics
- Pipeline Management
- Pipeline Reports
- Predictive Analytics
- Price and Cost Calculations
- Price/Margin Management
- Pricing Management
- Pricing and Cost Calculations
- Prioritization
- Process/Workflow Automation
- Product Catalog
- Product Configurator
- Progress Tracking
- Project Management
- Project Tracking
- Proposal Generation
- Prospecting Tools
- Quota Planning
- Quotes/Estimates
- RFP Creation
- RFP Management
- RFP Responding
- ROI Tracking
- Real-Time Analytics
- Real-Time Data
- Real-Time Notifications
- Real-Time Reporting
- Real-Time Updates
- Real-time Product Visualizations
- Recurring/Subscription Billing
- Referral Tracking
- Relationship Tracking
- Reminders
- Remote Access/Control
- Renewal Management
- Reporting & Statistics
- Reporting/Analytics
- Requirements Management
- Rewards Management
- Role-Based Permissions
- Rule-based Configuration
- Sales Activity Management
- Sales Analytics
- Sales Approval
- Sales Automation
- Sales Forecasting
- Sales Order Management
- Sales Pipeline Management
- Sales Planning
- Sales Reports
- Sales Tax Management
- Sales Trend Analysis
- Scheduling
- Search Marketing
- Search/Filter
- Segmentation
- Self Service Portal
- Service Level Agreement (SLA) Management
- Social Marketing
- Social Media Integration
- Social Media Monitoring
- Social Promotion
- Source Tracking
- Statistical Analysis
- Survey/Poll Management
- Surveys & Feedback
- Tagging
- Task Management
- Task Progress Tracking
- Task Scheduling
- Team Assignments
- Template Management
- Templates
- Territory Management
- Text Analysis
- Third-Party Integration
- Third-Party Integrations
- Training Management
- Transaction History
- Trend Analysis
- User Management
- Vendor Management
- Version Control
- Visual Analytics
- Warranty Tracking
- Web Forms
- Web-based Deployment
- Website Integration
- Website Visitor Tracking
- Widgets
- Workflow Configuration
- Workflow Management
- eCommerce Management
Total features 88
- 2D Drawing
- 3D Digital Asset Management
- 3D Imaging
- A/B Testing
- AI/Machine Learning
- API
- Access Controls/Permissions
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Alerts/Escalation
- Alerts/Notifications
- Appointment Management
- Appointment Scheduling
- Approval Process Control
- Approval Workflow
- Asset Lifecycle Management
- Audit Management
- Audit Trail
- Automated Quoting
- Automated Routing
- Bid Management
- Billing & Invoicing
- Bills of Material
- Budgeting/Forecasting
- Business Card/Badge Scanning
- Business Process Automation
- Business Process Control
- Buyer Management
- CRM
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call Management
- Campaign Analytics
- Campaign Management
- Campaign Planning
- Campaign Segmentation
- Catalog Management
- Channel Management
- Chat/Messaging
- Churn Management
- Client Management
- Client Portal
- Client Tracking
- Client/Property Matching
- Collaboration Tools
- Commenting/Notes
- Communication Management
- Configurable Workflow
- Configuration Management
- Contact Database
- Contact Management
- Content Library
- Content Management
- Contract/License Management
- Conversion Tracking
- Correlation Analysis
- Credit Card Processing
- Customer Activity Tracking
- Customer Database
- Customer Engagement
- Customer Experience Management
- Customer History
- 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 Import/Export
- Data Synchronization
- Data Visualization
- Discount Management
- Document Management
- Document Storage
- Document Templates
- Donor Management
- Drag & Drop
- Drip Campaigns
- Due Date Tracking
- ERP integration
- Electronic Payments
- Electronic Signature
- Email Management
- Email Marketing
- Email Response Control
- Email Templates
- Email Tracking
- Engagement Tracking
- Estimating
- Event Triggered Actions
- Exception Reporting
- Expense Tracking
- Feedback Management
- Field Sales Management
- File Sharing
- For AEC Industry
- For Financial Institutions
- For Healthcare
- For Insurance Industry
- For Internal Use
- For Mac Devices
- For Nonprofits
- For Real Estate
- For Sales Teams/Organizations
- For Small Businesses
- For Startups
- For iPad Devices
- Forecasting
- Gamification
- Goal Management
- Goal Setting/Tracking
- Graphical Data Presentation
- Guided Selling
- Help Desk Management
- Incentive Management
- Interaction Tracking
- Internal Chat Integration
- Knowledge Base Management
- Knowledge Library
- 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
- Milestone Tracking
- Mobile Access
- 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
- Order Management
- Order Processing
- Order Tracking
- Performance Management
- Performance Metrics
- Pipeline Management
- Pipeline Reports
- Predictive Analytics
- Price and Cost Calculations
- Price/Margin Management
- Pricing Management
- Pricing and Cost Calculations
- Prioritization
- Process/Workflow Automation
- Product Catalog
- Product Configurator
- Progress Tracking
- Project Management
- Project Tracking
- Proposal Generation
- Prospecting Tools
- Quota Planning
- Quotes/Estimates
- RFP Creation
- RFP Management
- RFP Responding
- ROI Tracking
- Real-Time Analytics
- Real-Time Data
- Real-Time Notifications
- Real-Time Reporting
- Real-Time Updates
- Real-time Product Visualizations
- Recurring/Subscription Billing
- Referral Tracking
- Relationship Tracking
- Reminders
- Remote Access/Control
- Renewal Management
- Reporting & Statistics
- Reporting/Analytics
- Requirements Management
- Rewards Management
- Role-Based Permissions
- Rule-based Configuration
- Sales Activity Management
- Sales Analytics
- Sales Approval
- Sales Automation
- Sales Forecasting
- Sales Order Management
- Sales Pipeline Management
- Sales Planning
- Sales Reports
- Sales Tax Management
- Sales Trend Analysis
- Scheduling
- Search Marketing
- Search/Filter
- Segmentation
- Self Service Portal
- Service Level Agreement (SLA) Management
- Social Marketing
- Social Media Integration
- Social Media Monitoring
- Social Promotion
- Source Tracking
- Statistical Analysis
- Survey/Poll Management
- Surveys & Feedback
- Tagging
- Task Management
- Task Progress Tracking
- Task Scheduling
- Team Assignments
- Template Management
- Templates
- Territory Management
- Text Analysis
- Third-Party Integration
- Third-Party Integrations
- Training Management
- Transaction History
- Trend Analysis
- User Management
- Vendor Management
- Version Control
- Visual Analytics
- Warranty Tracking
- Web Forms
- Web-based Deployment
- Website Integration
- Website Visitor Tracking
- Widgets
- Workflow Configuration
- Workflow Management
- eCommerce Management
Integrations
- ActiveCampaign
- Avaya Experience Platform
- Bedrock Data
- Box
- BurstSMS
- Dealfront
- Docusign
- Dropbox Business
- Eventbrite
- GetResponse
- Gmail
- GoTo Meeting
- Google Ads
- Google Analytics 360
- Google Calendar
- Google Drive
- Google Workspace
- HubSpot CRM
- Join.Me
- Jotform
- Kixie PowerCall
- LinkedIn for Business
- Mailchimp
- Meta for Business
- Microsoft 365
- Microsoft Outlook
- Operations Hub
- PandaDoc
- PayPal
- Proposify
- QuickBooks Online
- QuoteWerks
- Quoter
- RingCentral Contact Center
- SMS-Magic
- Saasu
- Salesforce Service Cloud
- Shopify
- SimplyCast
- Skyvia
- Slack
- 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 Mail
- Zoho Meeting
- Zoho Projects
- Zoho SalesIQ
- Zoho Sign
- Zoho Social
- Zoho Survey
- Zoho Writer
- iQuoteXpress
- mailparser.io
- ActiveCampaign
- Avaya Experience Platform
- Bedrock Data
- Box
- BurstSMS
- Dealfront
- Docusign
- Dropbox Business
- Eventbrite
- GetResponse
- Gmail
- GoTo Meeting
- Google Ads
- Google Analytics 360
- Google Calendar
- Google Drive
- Google Workspace
- HubSpot CRM
- Join.Me
- Jotform
- Kixie PowerCall
- LinkedIn for Business
- Mailchimp
- Meta for Business
- Microsoft 365
- Microsoft Outlook
- Operations Hub
- PandaDoc
- PayPal
- Proposify
- QuickBooks Online
- QuoteWerks
- Quoter
- RingCentral Contact Center
- SMS-Magic
- Saasu
- Salesforce Service Cloud
- Shopify
- SimplyCast
- Skyvia
- Slack
- 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 Mail
- Zoho Meeting
- Zoho Projects
- Zoho SalesIQ
- Zoho Sign
- Zoho Social
- Zoho Survey
- Zoho Writer
- iQuoteXpress
- mailparser.io
