Overview

Comprehensive customization options give Zoho an edge over other CRM systems. Zoho subscribers get the freedom to set up the system the way they want. The platform also integrates with thousands of third-party apps and software. In addition to being a flexible solution, Zoho CRM is affordable and includes a free version for up to three users.
CRMNext leverages integrated technology to create an user-friendly CRM for financial institutions. It simplifies work and promotes business growth with features such as sales force automation, project management, lead management, forecasting, and marketing campaigns. AI is integrated throughout the platform, making CRMNEXT a business decision engine. It’s customizable and suitable for non-technical users.

Ease of use

Zoho CRM's interface looks a little dated, but in terms of functionality, the system has everything you need to manage your sales, marketing, and service departments. A horizontal dashboard contains tabs for sales, leads, accounts, contacts, reports, and more. These settings can be customized to your preferences. You also have a homepage displaying open tasks, today's leads, and meetings. This can also be personalized, so the information you use most is front-and-center. And unlike many CRM systems, you don't have to worry about storage capacity. You get up to 100,000 contacts, so you can be sure every customer is served.
Financial services is a complex industry. CRMNEXT is just the tool to simplify your processes and make work easier. Many tedious and repetitive tasks can be automated with the platform. Plus, it makes tracking complex business relationships easy by providing exhaustive customer profiles. You can see a client’s lifetime value, latest purchase, and contact history from a single screen. Pipelines give you a window to exactly where they are in the sales cycle. Despite being dense with functionality and features, CRMNEXT doesn’t feel cluttered. The CRM is organized into a simple, modern UI.

Support

Zoho provides standard support tools, including an online knowledge base, community forums, customer portal, and email support. Depending on your subscription package, you may receive remote assistance, live chat, and phone support five days per week. The more advanced your subscription, the faster the response time. Those customers with a yearly subscription for 25+ users may subscribe for enterprise support, which will cost 25% of the annual fee. It includes comprehensive technical assistance and a one-hour response time. You will also have early access to new features and advice on improving your Zoho experience.
Whether it’s the call center, online support or email, CRMNEXT equips your service channels with the power to resolve customer requests faster and smarter. Aided by a unified platform, ensure your team has the latest information about the customer. Streamlined feedback management, a continuously evolving knowledge bank, and task-oriented training programs enforce consistency and superior customer support.

Who is it for?

Zoho is a flexible CRM solution, making it a good match for businesses with a unique business model. It provides an API, allowing subscribers to integrate with virtually any third-party tool. As for the other functionality, Zoho offers every feature the average B2B, B2C, or small to medium-sized business may need. The free plan for up to three users makes it a good choice for solo entrepreneurs too.
CRMNEXT is the World's most powerful financial CRM. It has practice leadership across nine verticals assisting businesses from SMEs to Fortune 500 businesses in optimizing customer relationships.

Ease of Use

4.1
5

Support

4
5

API Access

yes
no

Free Trial

yes
yes

Free Version

yes
yes

Contact Management

yes
yes

Molile Access

yes
yes

Task Management

yes
yes

Social Integration

yes
yes

Email Marketing

yes
yes

Analytics & Dashboard

yes
yes

Lead Management

yes
yes

Marketing Automation

yes
yes

Already made a decision about the best CRM for your business?

To conclude, both solutions are worth your attention for boosting the business processes and enhancing the team performance.

Brief Comparison