Which CRM is the right choice for your business?

Finding the right CRM solution that fits your unique needs can be a difficult task. Implementing software like Zoho CRM or Pipedrive requires a great deal of contemplation along with a comparison of crucial factors. You must be wondering – Zoho CRM vs Pipedrive, which one is better? Here we will compare both CRMs and decide which one is better.

 

Zoho CRM

Zoho CRM is one of the many software products created by Zoho – a software company based in Chennai, India. They have offices around the world to serve more than 10 million users from every corner of the globe. Zoho has more than 25 software products that make the company one of the best B2B software solutions in the world. As for Zoho CRM, it can be integrated seamlessly into all of these software products and vice versa, as well as into most other apps.

Zoho CRM is not an ordinary CRM because it also has pipeline management tools as well as tools for team collaboration, artificial intelligence, and marketing automation.

 

Pipedrive CRM

Pipedrive CRM is another popular CRM solution that’s suitable for any business size. Salespeople use the software to see their sales process and access pipeline management tools. Moreover, Pipedrive CRM also provides sales reporting and forecasting, activities and goals setting, and email integration. Another great feature is its library of educational resources, which includes its own Pipedrive Academy to help users learn how to use the software.

As a CRM solution, Pipedrive allows users to identify sales opportunities and keep themselves updated on their prospects and current customers. It shows views of deals that are in progress and provides information on leads that have the most potential so that salespeople can focus their efforts on them.

 

Zoho Vs Pipedrive

Zoho CRM and Pipedrive CRM are among the most popular CRM software choices for business owners. Let’s look at a comparison of their features:

Features of Zoho CRM

• Pipeline management: Zoho CRM lets users identify leads and determine their potential. It also lets them assign these leads to salespeople. Pipeline management also lets salespeople have access to more information regarding their customers through deal management, contact management, and account management features.

• Marketing automation: Zoho CRM enables sales teams to manage email campaigns through its many software integrations, like MailChimp. It helps create new leads and run ad campaigns. Thanks to its integration with Google Ads, users can see which ad groups translate to higher sales.

• Analytics: The software helps provide forecasting and reporting capabilities by turning a business’s data into meaningful insights. Users can build custom reports, make sales forecasts, and create dashboards. Another powerful capability of Zoho CRM is customer segmentation which categorizes according to geographical location.

• Integration: Zoho CRM integrates with the more than 25 software products of Zoho, as well as with other apps that are commonly used by businesses. These include Gmail, Google Calendar, Zapier, DocuSign, MailChimp, FreshBooks, QuickBooks, Google Drive, and Microsoft Outlook.

 

Features of Pipedrive:

• Managing pipelines: Pipedrive’s unique pipeline management uses kanban-style boards that let users create stages for their pipeline. This feature sets the probability for each deal to move on to the next stage of the process. Its ‘rot rate’ enables salespeople to take a look at deals that have been sitting for too long. They can also move deals around and mark them as lost, won, or another category.

• Emails in Pipedrive: Pipedrive lets salespeople connect their email to Pipedrive, regardless of their service provider. It also allows them to save email templates. There are custom fields that allow users to customize their emails, even if they are to be sent to multiple recipients. It alerts salespeople whenever a recipient clicks any links in the email, opens it, or replies to it.

• Sales forecasting: Simplicity is the winning feature of Pipedrive’s sales forecasting feature. The sales forecasting icon is under the Deals tab and provides projections for monthly revenue based on the number of deals that are still in progress, along with an estimate of their completion time. It allows users to factor in how likely they are to win the deal.

• Integration: Pipedrive also boasts seamless integration with other apps, including Google Drive, Google Calendar, Gmail, Microsoft Outlook, and Zapier.

 

Zoho CRM and Pipedrive CRM are both great CRM software options that include pipeline management as one of their core features. They also integrate seamlessly with the most commonly used apps for businesses. But if you are looking for quality features at affordable prices, both of which are important considerations for small and developing businesses, Zoho is the ideal CRM platform to implement, as Pipedrive lacks features, and integrations and is also expensive in comparison to Zoho.

If you are still confused between Zoho and Pipedrive and need more professional guidance about it, please contact us anytime at hello@clientric.co. We always love to help business enthusiasts!