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.
Pipeliner CRM visualizes the pipeline, sales process, and sales activities in real time. Its visual contact management feature enables users to acquire a thorough perspective of their clients and prospects, as well as map out how they influence a transaction. The "Voyager" AI engine offers salespeople with insights and notifications to keep them focused on their revenue target and the most important actions. The Pipeliner Mobile App provides salespeople with visual, dynamic tools that allow them to sell remotely. Pipeliner CRM also delivers management reports, sophisticated reports, and pivot tables to both sales managers and salespeople.Pipeliner has intuitive user interface, consistent navigation, and built-in context-sensitive help. It also features a visual, drag-and-drop backend that allows users to keep the system up to date. Pipeliner CRM may also be integrated with a number of other platforms.

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.
Pipeliner CRM generates high levels of user engagement thanks to its sales-friendly layout. Users can quickly understand the system because of its consistent navigation and visual approach, resulting in higher adoption rates and a faster ROI. Furthermore, users may easily customize what they see in order to make the system their own. Pipeliner's administration backend is also visually appealing and simple to use, with drag-and-drop functionality, in-line editing, and other non-technical features. Pipeliner does not require a full-time administrator or pricey qualified technical employees, which is a fundamental contrast. The program also has a robust reporting engine that allows reports to be generated from any view or section of the system. Standard reports, sophisticated reports, and visual dashboards are all accessible. Pipeliner believes strongly in focusing on core competencies, which is why it provides the best in sales force automation while also making it simple and seamless for customers to integrate with other best-of-breed systems such as Ticketing, Marketing Automation, or any other system they may be using.

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.
Built-in support resources, such as tutorials and context-specific guided video tours, guarantee that users get the most out of the software's functionality. If the built-in help articles are unsatisfactory, users can contact Pipeliner CRM support directly from the dashboard.

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.
Pipeliner CRM is a sales enablement solution for sales managers and sales representatives. With a simple successful formula to focus on what matters most: pipeline, process, focus, and analytics to increase revenue.

Ease of Use

4.1
4.7

Support

4
4.6

API Access

yes
yes

Free Trial

yes
yes

Free Version

yes
no

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