Zoho CRM vs TaxDome
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Overview
Zoho CRM is a cloud-based customer relationship management (CRM) solution that helps businesses of all sizes close deals smarter, better and faster. The solution lets businesses reach customers through every channel, including telephone, email, social media, and live chat.
Zoho CRM is a cloud-based customer relationship management (CRM) solution 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
TaxDome is a leading practice management platform for tax, bookkeeping and accounting firms, as well as CPAs and EAs. TaxDome allows firms of all sizes to streamline and maintain oversight of their practice by using one platform for both internal practice management and client-facing tools.
TaxDome is a leading practice management platform for tax, bookkeeping and accounting firms, as well as CPAs and EAs. TaxDome allows firms of all...
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$58.00/month
- Free Version
- Free Trial
- Subscription
Reviews
Ease of Use
4.2/ 5Features
4.3/ 5Customer Service
4.1/ 5Value for Money
4.3/ 5Ease of Use
4.5/ 5Features
4.6/ 5Customer Service
4.7/ 5Value for Money
4.7/ 5Features
Total features 205
- A/B Testing
- ACH Payment Processing
- AI/Machine Learning
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Accounts Receivable
- 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 Routing
- Bank Reconciliation
- Billing & Invoicing
- 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
- Cash Flow Management
- Channel Management
- Chat/Messaging
- Churn Management
- Client Management
- Client Portal
- Client Tracking
- Client/Property Matching
- Collaboration Tools
- Commenting/Notes
- Communication Management
- Compliance Management
- Configurable Workflow
- 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 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 Import/Export
- Data Security
- Data Synchronization
- Data Visualization
- Document Management
- Document Storage
- Document Templates
- Donor Management
- Drag & Drop
- Drip Campaigns
- Due Date Tracking
- Electronic Payments
- Email Management
- Email Marketing
- Email Reminders
- Email Response Control
- Email Templates
- Email Tracking
- Employee Management
- Engagement Tracking
- Event Triggered Actions
- Exception Reporting
- Expense Tracking
- Feedback Management
- Field Sales Management
- File Sharing
- For AEC Industry
- For Accountants
- For CPA Firms
- For Financial Institutions
- For Healthcare
- For Insurance Industry
- For Mac Devices
- For Nonprofits
- For Real Estate
- For Sales Teams/Organizations
- For Small Businesses
- For Startups
- For Tax Practices
- For iPad Devices
- Forecasting
- Gamification
- Goal Management
- Goal Setting/Tracking
- Graphical Data Presentation
- Help Desk Management
- Incentive Management
- Interaction Tracking
- Internal Chat Integration
- Invoice Management
- Invoice Processing
- Landing Pages/Web Forms
- Lead Capture
- Lead Distribution
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Lead Scoring
- Lead Segmentation
- Live Chat
- Loyalty Program
- Marketing Automation
- Marketing Calendar
- Meeting Management
- Messaging
- 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
- Online Payments
- Opportunity Management
- Payroll Management
- Performance Management
- Performance Metrics
- Pipeline Management
- Pipeline Reports
- Predictive Analytics
- Prioritization
- Product Catalog
- Progress Tracking
- Project Management
- Project Time Tracking
- Project Tracking
- Proposal Generation
- Prospecting Tools
- QuickBooks Integration
- 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
- Rewards Management
- Role-Based Permissions
- Sales Activity Management
- Sales Analytics
- Sales Approval
- Sales Automation
- Sales Forecasting
- Sales Pipeline Management
- Sales Planning
- Sales Reports
- Sales Tax Management
- Sales Trend Analysis
- Scheduling
- Search Marketing
- Search/Filter
- Secure Data Storage
- Segmentation
- Self Service Portal
- Service Level Agreement (SLA) Management
- Social Marketing
- Social Media Integration
- Social Media Monitoring
- Social Promotion
- Source Tracking
- Staff Management
- Statistical Analysis
- Status Tracking
- Survey/Poll Management
- Surveys & Feedback
- Tagging
- Task Management
- Task Progress Tracking
- Task Scheduling
- Tax Calculation
- Tax Compliance
- Tax Management
- Team Assignments
- Template Management
- Territory Management
- Text Analysis
- Third-Party Integration
- Third-Party Integrations
- Time Tracking
- Timer
- Timesheet Management
- Training Management
- Transaction History
- Trend Analysis
- User Management
- Visual Analytics
- Warranty Tracking
- Web Forms
- Web-based Deployment
- Website Integration
- Website Visitor Tracking
- Widgets
- Workflow Configuration
- Workflow Management
- eCommerce Management
Total features 67
- A/B Testing
- ACH Payment Processing
- AI/Machine Learning
- API
- Access Controls/Permissions
- Accounting
- Accounting Integration
- Accounts Receivable
- 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 Routing
- Bank Reconciliation
- Billing & Invoicing
- 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
- Cash Flow Management
- Channel Management
- Chat/Messaging
- Churn Management
- Client Management
- Client Portal
- Client Tracking
- Client/Property Matching
- Collaboration Tools
- Commenting/Notes
- Communication Management
- Compliance Management
- Configurable Workflow
- 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 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 Import/Export
- Data Security
- Data Synchronization
- Data Visualization
- Document Management
- Document Storage
- Document Templates
- Donor Management
- Drag & Drop
- Drip Campaigns
- Due Date Tracking
- Electronic Payments
- Email Management
- Email Marketing
- Email Reminders
- Email Response Control
- Email Templates
- Email Tracking
- Employee Management
- Engagement Tracking
- Event Triggered Actions
- Exception Reporting
- Expense Tracking
- Feedback Management
- Field Sales Management
- File Sharing
- For AEC Industry
- For Accountants
- For CPA Firms
- For Financial Institutions
- For Healthcare
- For Insurance Industry
- For Mac Devices
- For Nonprofits
- For Real Estate
- For Sales Teams/Organizations
- For Small Businesses
- For Startups
- For Tax Practices
- For iPad Devices
- Forecasting
- Gamification
- Goal Management
- Goal Setting/Tracking
- Graphical Data Presentation
- Help Desk Management
- Incentive Management
- Interaction Tracking
- Internal Chat Integration
- Invoice Management
- Invoice Processing
- Landing Pages/Web Forms
- Lead Capture
- Lead Distribution
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Lead Scoring
- Lead Segmentation
- Live Chat
- Loyalty Program
- Marketing Automation
- Marketing Calendar
- Meeting Management
- Messaging
- 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
- Online Payments
- Opportunity Management
- Payroll Management
- Performance Management
- Performance Metrics
- Pipeline Management
- Pipeline Reports
- Predictive Analytics
- Prioritization
- Product Catalog
- Progress Tracking
- Project Management
- Project Time Tracking
- Project Tracking
- Proposal Generation
- Prospecting Tools
- QuickBooks Integration
- 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
- Rewards Management
- Role-Based Permissions
- Sales Activity Management
- Sales Analytics
- Sales Approval
- Sales Automation
- Sales Forecasting
- Sales Pipeline Management
- Sales Planning
- Sales Reports
- Sales Tax Management
- Sales Trend Analysis
- Scheduling
- Search Marketing
- Search/Filter
- Secure Data Storage
- Segmentation
- Self Service Portal
- Service Level Agreement (SLA) Management
- Social Marketing
- Social Media Integration
- Social Media Monitoring
- Social Promotion
- Source Tracking
- Staff Management
- Statistical Analysis
- Status Tracking
- Survey/Poll Management
- Surveys & Feedback
- Tagging
- Task Management
- Task Progress Tracking
- Task Scheduling
- Tax Calculation
- Tax Compliance
- Tax Management
- Team Assignments
- Template Management
- Territory Management
- Text Analysis
- Third-Party Integration
- Third-Party Integrations
- Time Tracking
- Timer
- Timesheet Management
- Training Management
- Transaction History
- Trend Analysis
- User Management
- Visual Analytics
- Warranty Tracking
- Web Forms
- Web-based Deployment
- Website Integration
- Website Visitor Tracking
- Widgets
- Workflow Configuration
- Workflow Management
- eCommerce Management
Integrations
- 2iNova Practice Management Software
- ActiveCampaign
- AcuityCRM
- Avaya Experience Platform
- Bedrock Data
- Box
- BurstSMS
- Calendly
- Dealfront
- Docusign
- Drake Tax
- 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
- Klenty
- Knowlarity
- Lacerte Tax
- LinkedIn for Business
- Mailchimp
- Meta for Business
- Microsoft 365
- Microsoft Outlook
- OneDrive
- Operations Hub
- PandaDoc
- PayPal
- ProConnect
- ProSeries Tax
- Proposify
- QuickBooks Online
- QuoteWerks
- Quoter
- RingCentral Contact Center
- SMS-Magic
- Saasu
- Schedulista
- Shopify
- SimplyCast
- Skyvia
- Slack
- Stripe
- SurveyMonkey
- TaxAct Business
- TaxAct Professional
- 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
- 2iNova Practice Management Software
- ActiveCampaign
- AcuityCRM
- Avaya Experience Platform
- Bedrock Data
- Box
- BurstSMS
- Calendly
- Dealfront
- Docusign
- Drake Tax
- 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
- Klenty
- Knowlarity
- Lacerte Tax
- LinkedIn for Business
- Mailchimp
- Meta for Business
- Microsoft 365
- Microsoft Outlook
- OneDrive
- Operations Hub
- PandaDoc
- PayPal
- ProConnect
- ProSeries Tax
- Proposify
- QuickBooks Online
- QuoteWerks
- Quoter
- RingCentral Contact Center
- SMS-Magic
- Saasu
- Schedulista
- Shopify
- SimplyCast
- Skyvia
- Slack
- Stripe
- SurveyMonkey
- TaxAct Business
- TaxAct Professional
- 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