Zoho CRM vs Rocketlane
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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
Rocketlane is a purpose-built customer onboarding and modern PSA tool that helps you deliver delightful customer projects and manage associated financials comprehensively.
Rocketlane is a purpose-built customer onboarding and modern PSA tool that helps you deliver delightful customer projects and manage associated...
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$19.00/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
4.6/ 5Features
4.6/ 5Customer Service
4.7/ 5Value for Money
4.6/ 5Features
Total features 205
- A/B Testing
- AI/Machine Learning
- API
- Access Controls/Permissions
- Account Management
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Ad hoc Analysis
- Alerts/Escalation
- Alerts/Notifications
- Appointment Management
- Appointment Scheduling
- Approval Process Control
- Asset Lifecycle Management
- Audit Trail
- Automated Routing
- Billable & Non-Billable Hours
- Billable Items Tracking
- 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
- Capacity Management
- Channel Management
- Chat/Messaging
- Checklists
- 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
- 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 Dashboard
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Dashboard
- Dashboard Creation
- Data Import/Export
- Data Security
- Data Synchronization
- Data Visualization
- Deadline Management
- Document Generation
- Document Management
- Document Storage
- Donor Management
- Drag & Drop
- Drip Campaigns
- Electronic Forms
- Email Management
- Email Marketing
- Email Response Control
- Email Templates
- Email Tracking
- Engagement Tracking
- Event Triggered Actions
- Exception Reporting
- Expense Tracking
- Feedback Management
- Field Sales Management
- File Management
- File Sharing
- Financial Analysis
- Financial Reporting
- For AEC Industry
- 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 iPad Devices
- Forecasting
- Form Builder
- Forms Management
- Gamification
- Gantt/Timeline View
- Goal Management
- Goal Setting/Tracking
- Graphical Data Presentation
- Help Desk Management
- Idea Management
- Incentive Management
- Interaction Tracking
- Internal Chat Integration
- Issue Management
- Issue Tracking
- Kanban Board
- Landing Pages/Web Forms
- Lead Capture
- Lead Distribution
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Lead Scoring
- Lead Segmentation
- Leave Tracking
- 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
- Multiple Projects
- Multivariate Testing
- Negative Feedback Management
- Onboarding
- Online Time Tracking Software
- Opportunity Management
- Orientation Workflow Management
- Percent-Complete Tracking
- Performance Management
- Performance Metrics
- Pipeline Management
- Pipeline Reports
- Portfolio Management
- Predictive Analytics
- Prioritization
- Product Catalog
- Progress Tracking
- Project Management
- Project Planning
- Project Planning/Scheduling
- Project Templates
- Project Time Tracking
- Project Tracking
- Project Workflow
- Projections
- Proposal Generation
- Prospecting Tools
- 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
- Reporting/Project Tracking
- Resource Allocation & Planning
- Resource Management
- Resource Scheduling
- Revenue Management
- Rewards Management
- Risk Management
- Role-Based Permissions
- 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
- Self Service Tools
- Service Level Agreement (SLA) Management
- Single Sign On
- Skills Tracking
- Social Marketing
- Social Media Integration
- Social Media Monitoring
- Social Promotion
- Source Tracking
- Statistical Analysis
- Status Tracking
- 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
- Time & Expense Tracking
- Time Tracking
- Timesheet Management
- To-Do List
- Traditional Methodologies
- Training Management
- Transaction History
- Trend Analysis
- Usage Tracking/Analytics
- User Management
- User Onboarding
- Visual Analytics
- Warranty Tracking
- Web Forms
- Web-based Deployment
- Website Integration
- Website Visitor Tracking
- Widgets
- Workflow Configuration
- Workflow Management
- eCommerce Management
Total features 122
- A/B Testing
- AI/Machine Learning
- API
- Access Controls/Permissions
- Account Management
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Ad hoc Analysis
- Alerts/Escalation
- Alerts/Notifications
- Appointment Management
- Appointment Scheduling
- Approval Process Control
- Asset Lifecycle Management
- Audit Trail
- Automated Routing
- Billable & Non-Billable Hours
- Billable Items Tracking
- 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
- Capacity Management
- Channel Management
- Chat/Messaging
- Checklists
- 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
- 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 Dashboard
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Dashboard
- Dashboard Creation
- Data Import/Export
- Data Security
- Data Synchronization
- Data Visualization
- Deadline Management
- Document Generation
- Document Management
- Document Storage
- Donor Management
- Drag & Drop
- Drip Campaigns
- Electronic Forms
- Email Management
- Email Marketing
- Email Response Control
- Email Templates
- Email Tracking
- Engagement Tracking
- Event Triggered Actions
- Exception Reporting
- Expense Tracking
- Feedback Management
- Field Sales Management
- File Management
- File Sharing
- Financial Analysis
- Financial Reporting
- For AEC Industry
- 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 iPad Devices
- Forecasting
- Form Builder
- Forms Management
- Gamification
- Gantt/Timeline View
- Goal Management
- Goal Setting/Tracking
- Graphical Data Presentation
- Help Desk Management
- Idea Management
- Incentive Management
- Interaction Tracking
- Internal Chat Integration
- Issue Management
- Issue Tracking
- Kanban Board
- Landing Pages/Web Forms
- Lead Capture
- Lead Distribution
- Lead Generation
- Lead Management
- Lead Nurturing
- Lead Qualification
- Lead Scoring
- Lead Segmentation
- Leave Tracking
- 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
- Multiple Projects
- Multivariate Testing
- Negative Feedback Management
- Onboarding
- Online Time Tracking Software
- Opportunity Management
- Orientation Workflow Management
- Percent-Complete Tracking
- Performance Management
- Performance Metrics
- Pipeline Management
- Pipeline Reports
- Portfolio Management
- Predictive Analytics
- Prioritization
- Product Catalog
- Progress Tracking
- Project Management
- Project Planning
- Project Planning/Scheduling
- Project Templates
- Project Time Tracking
- Project Tracking
- Project Workflow
- Projections
- Proposal Generation
- Prospecting Tools
- 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
- Reporting/Project Tracking
- Resource Allocation & Planning
- Resource Management
- Resource Scheduling
- Revenue Management
- Rewards Management
- Risk Management
- Role-Based Permissions
- 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
- Self Service Tools
- Service Level Agreement (SLA) Management
- Single Sign On
- Skills Tracking
- Social Marketing
- Social Media Integration
- Social Media Monitoring
- Social Promotion
- Source Tracking
- Statistical Analysis
- Status Tracking
- 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
- Time & Expense Tracking
- Time Tracking
- Timesheet Management
- To-Do List
- Traditional Methodologies
- Training Management
- Transaction History
- Trend Analysis
- Usage Tracking/Analytics
- User Management
- User Onboarding
- 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
- 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
- Jira
- Join.Me
- Jotform
- Kixie PowerCall
- Klenty
- Knowlarity
- 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 Platform
- Shopify
- SimplyCast
- Skyvia
- Slack
- SurveyMonkey
- Trello
- Twilio
- Twitter/X
- Workato
- 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
- 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
- Jira
- Join.Me
- Jotform
- Kixie PowerCall
- Klenty
- Knowlarity
- 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 Platform
- Shopify
- SimplyCast
- Skyvia
- Slack
- SurveyMonkey
- Trello
- Twilio
- Twitter/X
- Workato
- 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
