Zoho CRM – Best Features, Pricing, Pros, Cons, And Alternatives
Zoho CRM is a customer relationship management and lead management software that is popular among small businesses that are in their phase of growth. As clients and customer starts growing for a company, the Zoho CRM provides the extra features and quantity that the company needs. The free plan of Zoho also comes with numerous useful features.
In this article, you will mainly learn about one of the popular CRM software systems, the Zoho CRM. Furthermore, we will discuss the plans available if you want to purchase the software. Furthermore, you will learn what are the major features that Zoho CRM has that your business can benefit from.
Finally, we will discuss why this software system is a great option for your business, along with a few pros and cons regarding the same. Hence, to learn more about Zoho CRM, read on through to the end of the article.
Zoho CRM – A General Overview Of The Platform
A review article on Forbes.com puts it rightly –
“Zoho CRM makes it easy for newcomers to get started with a CRM, especially if they’re not familiar with the software. The free plan includes just enough of the basic features to be helpful for an individual or an ultrasmall company. And the interface is intuitive and clean, which makes it even easier to learn to use.”
This is one of the major factors that the Zoho CRM API is very popular among small businesses. Furthermore, the software system comes with a lot of features that are not only helpful for small businesses only, but for growing businesses as well.
Zoho CRM Pricing
In the following table, you will get the entire pricing and plans of the Zoho CRM:
| Plans | Monthly Pricing | Annual Pricing |
|---|---|---|
| Zoho CRM Free | Free | Free |
| Zoho CRM Standard | $20 per user per month (annual billing) | $14 per user per month (annual billing) |
| Zoho CRM Professional | $35 per user per month (annual billing) | $23 per user per month (annual billing) |
| Zoho CRM Enterprise | $50 per user per month (annual billing) | $40 per user per month (annual billing) |
| Zoho CRM Ultimate | $65 per user per month (annual billing) | $52 per user per month (annual billing) |
| Zoho CRM Plus | $65 per user per month (annual billing) | $52 per user per month (annual billing) |
| Zoho One | $105 per user per month (annual billing) | $90 per user per month (annual billing) |
What Are The Major Zoho CRM Features?
Once you do a Zoho CRM login, you will find the Zoho interface being very user-friendly. Once in the software, you will also come across a variety of customization features. You can also create personalized layouts, which you can save, clone, and share. With a many automation features, you can simplify your complicated tasks.
Furthermore, Zoho also comes with an AI assistant. According to the official website of Zoho CRM Plus,
“Zoho’s AI assistant, Zia, guides your teams by predicting business trends, suggesting the best times to contact customers, identifying sentiments in emails and tickets, and providing intelligent business dashboards.”
Another great feature of Zoho is that it can be integrated with all the different Zoho software systems. Furthermore, the Zoho CRM supports other systems too.
Why Is Zoho CRM A Great Option For Your Business?
Being one of the best software options for lead management, Zoho CRM helps in unifying your business and marketing processes.
According to the official website of Zoho CRM,
“Zoho CRM Plus unifies your sales, marketing, customer service, and every other customer-facing team on one platform so you can deliver exceptional customer experiences to every customer. Unify business data, customer engagements, ROI, and more—all while keeping your customer at the center of everything you do.”
With this CRM, you will be able to provide your customers with the needed convenience of omnichannel engagement. With Zoho, you can engage with your customers at every level of the customer lifecycle. You can always have full access and full information about your customers through different channels, as you will get real-time notifications on the software system.
Zoho CRM – The Major Pros And Cons
The following are some of the essential pros and cons that you must be aware of before you make a purchase of Zoho CRM:
Pros Of Zoho CRM
Here are the major pros of Zoho CRM:
- Zoho CRM comes with a free plan but with limited features.
- The pricing plans are affordable and friendly for small businesses.
- All the pricing plans contain the automation feature.
- You can integrate the CRM with various other Zoho software systems as well as other software systems.
- The CRM is simple and easy to customize.
- There is a mobile app as well, which allows remote access.
- If you do not like the software, you will get the money back in 30 to 45 days.
Cons Of Zoho CRM
Here are the cons of Zoho CRM that will allow you to make a decision while purchasing:
- The AI features come only the top-tier plans.
- There are only a limited number of custom fields.
- There are no integrations available for free plans.
Zoho CRM Alternatives
We think that Zoho CRM can be an excellent choice for a small business. However, it is not the best option for large businesses. According to Forbes.com,
“While Zoho CRM is an excellent entry-level CRM, it may not be the best choice for every business. You can find plenty of Zoho CRM alternatives that could fit your CRM strategy better.”
The following are the six top alternatives of Zoho CRM that you will find easily:
1. ActiveCampaign
2. Monday.com
4. Salesforce Pardot
5. LeadSquared
6. Hatchbuck
Summing Up
If you are running a startup, then there cannot be any better CRM solutions available than Zoho CRM. Furthermore, you can surely choose the alternatives, as per your needs and likings. However, when it comes to a combination of features and pricing, Zoho CRM is the best option of all. What is your review of this software system? Share your reviews regarding Zoho CRM in the comments section below.
Read Also:
Related Articles
Revo Technologies Murray Utah – Driving Digitalization Across Sectors
In a rapidly advancing digital age, IT solutions are slowly becoming the backbone of several businesses, from educational institutions to banking and corporate industries alike. Revo Technologies Murray Utah is bringing IT solutions closer to such industries. This service provider in Murray, Utah, is a pioneer in providing innovative solutions tailored to IT and computer needs. Digitalization across sectors requires someone to step up and be the service provider. The following article will help you learn about Revo Technologies' origin, mission, services, societal contributions, and market impact. It will also take a comprehensive look at the company's journey to becoming a trusted name in the IT industry. What Is Revo Technologies Murray Utah? Revo Technologies is a company showing thought leadership in the IT sector. It specializes in providing customized computing services, from high-performance desktops and laptops to advanced servers and networking solutions. Revo caters to a wide range of clients, including educational institutions, businesses, and individuals. Consequently, the company has now positioned itself as a hub for next-generation technology that empowers clients with reliable and efficient solutions. They are also known for their cost-effective solutions that improve their clients' performance in their respective sectors. Vision And Mission At the core of Revo Technologies Murray Utah is a mission to deliver exceptional IT solutions tailored to the unique needs of its clients. The company envisions a world where businesses and organizations achieve their goals effortlessly through innovative technologies. Their values emphasize quality, customer satisfaction, and customization that ensures every solution meets the requirement to optimize efficiency and performance. The company's headquarters are in Murray, Utah. Revo Technologies operates as the one-stop destination for cutting-edge IT solutions and infrastructure. Overview of Revo Technologies Revo Technologies Murray Utah, was founded to address the growing demand for high-performance computing solutions in a world that's fast-approaching digitalization. The company identified a gap in the market for custom-built systems that cater specifically to individual and organizational needs. Like any other business, it started small to address the growing demand for high-performance computing solutions. It quickly gained recognition for its expertise in designing and deploying tailored IT solutions. Today, the company serves a diverse clientele with its hardware and software solutions. Revo Technologies Murray Utah, has come a long way and is now at the forefront of supporting digital transformation. Services Offered By Revo Technologies Revo Technologies Murray Utah, is known for its IT solutions, but what are those? Let's find out in the following section: Custom Laptops and Desktops Part of their hardware solutions for companies and individuals alike, one of the specializations for Revo technologies is designing and building computers that cater to specific user requirements. These systems provide solutions to education, healthcare, and corporate sectors. This ensures durability, high performance, and reliability for those using the solutions. Servers and Networking Revo Technologies Murray Utah develops and implements servers and networking solutions that boost seamless communication and data sharing and ensure high availability, scalability, and security. Moreover, this helps it meet the demands of modern organizations. IT Support Services Revo provides comprehensive IT support to help maintain and optimize clients' technological infrastructure. This includes system upgrades, troubleshooting, and regular maintenance to ensure uninterrupted operations. Consulting and Planning The experts at Revo Technologies Murray Utah guide businesses in planning and executing their IT strategies, helping them easily navigate the complexities of digital transformation. Educational Solutions The company also focuses on empowering educational institutions with technology. It provides tools to enhance teaching, learning, and administrative efficiency, helping them effortlessly embrace digital transformation. This is a list of all the services that the company provides to various clients across different sectors. With their help, institutions and individuals can embrace digitalization effortlessly and at an affordable cost. Impact on Market Leadership and the IT Sector Revo Technologies Murray Utah has a significant role in influencing the IT sector's landscape. They are especially successful in bringing digitalization to Utah and surrounding regions. Through its focus on customized solutions, the company has established itself as a leader in delivering high-quality computing infrastructure that meets diverse needs. Their ability to adapt to changing technologies helps businesses across sectors improve efficiency and reduce costs, enhancing operational performance. Revo's commitment to excellence has helped it earn the trust of its clients, thus fostering long-term partnerships. The company's innovative approach to delivering IT solutions has driven competition, encouraging other businesses to adopt client-focused strategies. It has also helped invest in research and development. Contributions to Society Through its delivery of client-focused, cost-effective solutions, the company has contributed significantly to society's welfare. Let's have a look at the different ways it has done so: Empowering Organizations and Businesses Through their cutting-edge IT solutions, Revo Technologies has empowered businesses to optimize their operations, helping them achieve their targets. This makes a significant contribution to economic growth and fosters innovation within various industries. Supporting Education Revo Technologies has been focusing on educational solutions that play a vital role in enhancing the quality of education. Their technology empowers educators and students with tools that improve administrative efficiency and learning outcomes. Creating Jobs One significant contribution is that this company has massively contributed to job creation in the IT sector. The company fosters local talent and provides training opportunities, which helps develop a skilled workforce that drives technological advancements and literacy. Community Engagement As a growing company, the company is known to actively participate in community initiatives. It supports local projects and organizations and commits to giving back to its community. This reflects its dedication to creating a positive social impact. Future of Revo Technologies The company focuses on staying ahead of the curve by continuously innovating and adapting to emerging trends in technology. Their future includes: Expanding Service The company is focused on broadening its range of services to cater to a wider audience. This includes exploring new technologies such as artificial intelligence, cloud computing, and IoT solutions. Global Outreach The company is also planning to widen its clientele, expand its operations beyond the US, and go global. The company seeks to bring its innovative solutions to a wider audience by entering the international markets. Sustainability Initiatives As a growing company, Revo Technologies is mindful of the environmental concerns that may arise in this sector. Thus, it is exploring ways to make its operations more sustainable. This includes developing energy-efficient solutions and adopting eco-friendly practices. Strengthening Research and Development For a company to grow and stay ahead of the curve, it must have strong research and development. Revo Technologies Murray Utah intends to invest heavily in R&D. This will enable them to continue delivering cutting-edge technologies that meet the evolving needs of their clients. Wrapping It Up! Revo Technologies Murray Utah is quickly emerging as the leader in its sector by delivering cost-efficient, customized, and high-quality solutions. Their mission and vision help them empower businesses, educational institutions, and individuals alike. Their commitment to innovation, customer satisfaction, and societal impact are helping them build a trusted name for themselves. With their continued efforts, they are shaping the future of IT solutions. Let us know in the comments if you want to know more about this company and its initiatives! Read Also: Unleashing The Power Of Azure Integrated Services For Enhanced Cloud Capabilities What Is Salesforce Sales Cloud? – Let’s Find Out In Details How Implementing DevOps Benefits Your Business
Jan 31, 2025
Pipedrive Review 2023: Features, Pros & Cons, And Alternatives
The Pipedrive CRM is one of the best customer relationship management and lead management software available for small businesses. When it comes to general features and ease of usage, the customer reviews on Pipedrive seem to be among the best. So, after looking at customer reviews and checking out the software system by ourselves, we have decided to review Pipedrive. In this article, you will learn in general about Pipedrive, which is one of the best CRMs for small businesses. Furthermore, we will also discuss the pricing plans of Pipedrive, along with the features that it brings to the table. Next up, you will also find out whether this CRM software is a good option for your business or not. Finally, we have discussed some of the major pros and cons of Pipedrive. Hence, to learn more about this CRM software, read through to the end of the article. Pipedrive CRM – A General Review Of The Software Once you do a Pipedrive Login, you will feel that the CRM is simple and easy to use. There is no need for a learning curve before you start using the app. According to PCMag.com, “Pipedrive's straightforward user interface (UI) is simple to pick up quickly, which is worth a lot compared to the time and expense some tools require for training and onboarding. Smaller SMBs and entrepreneurs charged with CRM tasks will welcome its ease of use.” The primary function of the CRM is to make the sales pipeline more visual. However, you will need to customize the software beforehand based on the needs and demands of your business. The customization options are many, as you will be able to customize the API as well. What Are The Pricing Plans Of Pipedrive? As per the views in an article on Forbes.com, "Standout features that Pipedrive offers include an intuitive layout designed for productivity, optional field completion so you can expedite new leads. The platform is fully customizable, so you can adapt it to your team’s unique processes. There is a 14-day free trial available for those who want to test it out, and no credit card is required.” The following are the plans available on Pipedrive that you need to check out: PlansPriceEssential$9.90 per user per month (annual billing)Advanced$19.90 per user per month (annual billing)Professional$39.90 per user per month (annual billing)Power$49.90 per user per month (annual billing)Enterprise$59.90 per user per month (annual billing) What Are The Major Features Of Pipedrive? One of the major aspects of Pipedrive is that, along with CRM tools, it comes with lead management options as well. The following are the major features that Pipedrive CRM offers you: The minimalistic interface helps you with ease of usage. There are plenty of customization options that allow you to use the platform based on your needs. You can also customize the chatbots, which you can place on the website, to capture new leads automatically. The number of automation features helps in ensuring no leads fall through the cracks. The software easily integrates with third-party software applications, as you can enhance your productivity. Why Pipedrive Is A Good Software Option For Your Business? As the name suggests, the focus of the software is the streamline the process of the sales pipeline. According to Forbers.com, “Pipedrive is a cloud-based customer relationship management (CRM) tool designed by and for sales teams. The focus of this CRM is, as the name suggests, sales pipelines. Although there’s no free plan available, Pipedrive is affordable and easy to use, which is why it’s a solid choice for small businesses.” The CRM guides your sales teams through the sales process. In addition to that, there are many options for you to record key contacts and offer feedback to teams as well. The CRM acts as a centralized platform for various sales and lead management processes. There are many integration options available on Pipedrive as well. You can not only connect with the other software tools of Pipedrive but can also connect with other third-party software systems as well. This can help you to make the most of your productivity. Furthermore, if you get problems with the software, the Pipedrive Support is also great, which can help you deal with complicacies on the software better. The Major Pros And Cons Of Pipedrive The following are some of the essential pros and cons of Pipedrive that you need to know before you make a purchase: Pros Of Pipedrive Here are the major pros of Pipedrive, which are sure to help your business: The paid plans are quite affordable, and they start at only $9.90 per month. The sales pipeline on lead management is unlimited. Furthermore, there are many customization options as well. The sales assistant is powered by AI and machine learning. This one is available on all plans. To customize the software based on your business needs, you will have access to API as well. Most of the plans come with workflow automation. This helps you automate mundane jobs. Synchronization of calls and emails. For plans in the higher tier, contact info has the autofill feature as well. Most of the plans have built-in telephony features. The interface is extremely intuitive, and the workflow is based on the data. Comes with a mobile app for remote access. Cons Of Pipedrive The following are the cons that we have found with Pipedrive, and you need to be aware of them, too, before you buy a subscription: There are no free plans associated with Pipedrive. You cannot separate your contacts and new leads, which is important for lead management. The custom fields and reports on the software are limited in number on the lower-tier plans. You will get phone support only on the highest tier. Summing Up Hope this article was helpful for you in getting a better idea of the Pipedrive CRM software. If you are looking for software with a simple interface, high customization features, and enhanced automation functions, then Pipedrive is the best option for you. What are your reviews of the software system? Share your reviews of the same in the comments section below. Read Also: Pipeliner CRM Costs, Features, Applicability, And More 2023 – Let’s Discuss Less Annoying CRM – Pricing, Features, Pros And Cons, And More Pardot – Best Features, Pricing, Pros, And Cons: Let’s Discuss
Jul 10, 2023
What Are Articles Of Organization? – Let’s Find Out
If you want to establish your business as an LLC< you will need to file articles of organization with the Office of the Secretary of State in the state that you are located. These articles are just public documents that are necessary to create the LLC and register it in the state. They contain the basic information of your business, including name, address, etc. In this article, you will learn about what articles of organization are and how they work for businesses. Apart from that, you will also learn how to file articles of organization in the state you are in and what information to add to the documents. Finally, we will explain to you what you need to do after filing the articles of organization of your LLC. What Are Articles Of Organization? According to Investopedia, “Articles of organization are part of a formal legal document used to establish a limited liability company (LLC) at the state level. The materials are also used to create the rights, powers, duties, liabilities, and other obligations between each member of an LLC and also between the LLC and its members. The state also requires businesses to pay a fee when they file articles of organization.” However, the constituent of articles of organization can change based on the state you are operating your business in. But, in most cases, you will need to fill out a form. The name of the form might change. For example, in the state of Texas, the document to form an LLC is called a “Certificate of Formation.” Read More: What Are Articles Of Incorporation? – Importance, Working, And More Articles Of Organization - How Do They Work? According to the Forbes Advisor, “LLCs also enjoy tax flexibility that’s not available to other types of businesses. However, an LLC does not legally exist until you file articles of organization and have them approved by the state. The articles provide a public record of the LLC’s existence, its name, and its contact information. They also provide information about where to send lawsuits and legal notices involving the company.” After the business files articles of organization in the state, the state government checks whether the business that wants to become an LLC is actually meeting the legal requirements. In some industries, like child care and food service, the legal requirements and regulations are heavier. Filing Articles Of Organization - What Information To Add? Regarding the documents, an article on Shopify.com adds - “Without articles of organization, your limited liability company doesn’t legally exist. The document helps to create a public record of your business information and existence, including the business name, your name and contact information, and other information about where to send lawsuits and legal notices.” Here are the essential pieces of information to add to the articles of organization: Name and address of the LLC. The LLC’s nature of business. Name and address of the registered agent of the LLC. This person is only authorized to receive legal documents on behalf of the LLC. The names of the members of the LLC, like managers, directors, stakeholders, etc. In general, the Office of the Secretary of State checks and reviews the articles of organization of the business that wants to establish itself as an LLC in the state. Basically, these articles of organization act as a charter for the business. How To File Articles Of Organization? The following are the steps you need to follow to file articles of organization: Step 1: Visit the Secretary of the State’s website. There, you will get the online form (or PDF), along with instructions on how to file the form. Step 2: You must gather all your information and documents related to the filing of the form. Take the help of tools if you are merging more than two pdfs. However, you can also take the help of an attorney who will tell you exactly how to do it. Step 3: You will need to answer various general questions based on the state where you are located. Make sure that you are fully prepared before answering. Step 4: Submit the form (online or through mail). What Do Do After Filing Articles Of Organization? After you file articles of organization with the Office of the Secretary of State, you will still be able to remain active in the business creation process. The following are the steps you can take after your file articles of organization: 1. Get Your EIN Getting the EIN for your company is the most important thing since the number is required while filing taxes to the IRS. You will have to retrieve this nine-digit number from the IRS itself. The number is also required at the time of opening a business bank account and getting a business license. 2. Make An Operating Agreement Having an operating agreement for your business is not always compulsory. However, many experts recommend an operating agreement since it ensures that your business is running in an efficient manner. Basically, an operating agreement contains most of the important information, including the responsibilities of the members of the business, titles of the members, succession plans, contribution requirements, and many more. 3. Business Bank Account It is important to have a separate bank account for your business, as you will need to ensure that your personal finances and your business finances do not get mixed up. This prudent move will make your reporting and budgeting much easier. Apart from that, this action will allow you to track easily and make expense reporting and filing taxes easier. 4. Business License Once you get your business license, it will ensure that you are compliant with all the laws of the state in which your business is located. Hence, make sure you apply for a license with your state. Read More: How To Deal With Facebook Marketplace Scams? Steps To Follow Wrapping Up Hope this article was helpful for you in getting a better idea of what articles of organization are and how they work. Basically, to register your business with the state as an LLC, you will need to gather the necessary documents and file them with the Office of the Secretary of State. The documents consist of the business name, the type of business, the members, and the purpose of the business. Articles of organization are also used to create the bylaws of the company. Do you have any more suggestions to add regarding how to file articles of organization? Share your answers with us in the comments section below. Read Also: Marketing Campaigns: How To Do It? - Steps To Follow Market Orientation - What is It, And How Does It Work? Market Cannibalization - Definition, How Does It Work, Example, And More
Sep 29, 2023
Apptivo CRM Review: The Most Versatile All-In-One CRM Tool
Apptivo is cloud-based software consisting of a series of apps designed to help businesses thrive, including a customer relationship management (CRM) platform. This is a solid choice for small- to medium-sized organizations wanting to expand because to its user-friendly design and scalable capabilities. It also has enough complex features to entice bigger corporations. In this Apptivo review, I will assess how this CRM stacks up against some of the top CRM solutions available. Apptivo CRM Key Features Some of the main Apptivo features are: 1. Contact Management CRM is also known by the name "contact management." With the help of Apptivo, you can maintain your contacts and add new ones by capturing leads from emails or website forms. A customer-facing app may be customized in a number of ways to arrange your contact list based on your chosen information. Additionally, you receive contact conversion when they are prepared to become leads or customers who pay and redundancy rules to clean up your data. 2. Campaign Management Apptivo is fantastic for advertising efforts and makes it simple for you to quickly generate stunning advertisements. Campaigns may be built using templates and themes that provide great visuals. Additionally, target lists assist you in determining the ideal demographic for marketing. 3. Email Marketing Campaign management includes email marketing. Once your campaigns have been created using Apptivo email templates. You may set up the auto-scheduling feature to send them out at the appropriate time. Campaign trackers are also available to view statistics on click-through rates, email open rates, bounces, along with various other metrics. This is a fantastic tool to utilize in conjunction with the bulk emailing capability to ensure that you don't go over your allotted limitations is the email quota tracker. 4. Project Management Individual task management kicks off a project, which may then be aggregated and categorized by the project or task assignee. You receive task-specific timesheet tracking, which also helps with invoice conversions. While most projects are shown as Gantt charts, certain project templates additionally include rapid automation actions that may be customized. The tools for project billing and reporting are the last two. 5. Lead management Before they are opportunities, leads are contacts. This indicates that these leads have not yet fully started the sales process. A smart workflow planner will ensure that you communicate with leads at the appropriate times. Lead scoring by Apptivo provides information on the likelihood that a lead will become a transaction and enter the sales funnel. You may even create as many personalized fields as you like to keep organized. 6. Opportunities & Deals To effectively remain on top of every single deal in the process, Apptivo enables you to integrate deal management with opportunity management. Directly from emails, you may gather information and develop new prospects. Sales force automation that follows leads along the sales funnel and automatically initiates actions like follow-ups helps simplify opportunities. Opportunities are frequently displayed in Kanban dashboard views, and along with that, pipeline reports are provided. 7. Invoicing Several applications on Apptivo are classified as invoicing apps. These comprise ledgers, credit notes, estimation calculators, expenditure reports, tools for managing licenses and insurance, sales receipts, property management, and more. One of Apptivo's key selling factors is this feature set. 8. Supply Chains & Shipment Management Apptivo's distribution management offers reliable supply chain solutions. Direct customer-distributor connections are possible. The processes connected to sales orders may start with these. Additionally, payment functions work with POS systems and cargo transaction management. 9. Competitor Management A tool to help you manage and keep up with all your rivals sets Apptivo apart from other CRMs. Maintain track of lost sales, which competitors won, and why. You may create extensive lists with unique data. 10. Products, Goods & Services There are approval processes for talking about fresh concepts for new items. You may monitor the progress of ideas as they materialize. Users may utilize Apptivo to pawn new patents for innovative ideas. Even the geographical range for patents is provided. 11. Knowledge Databases Users may create knowledge, how-to, and other FAQ-related databases with the Apptivo Answers app. Natural language may be used to enter queries and answers; tags and categories can be used to keep things organized; and SEO phrases can be incorporated into the database of knowledge. Every time a new question is submitted, immediate alerts may be set up. 12. API Integrations A vast collection of Apptivo login integrations is available for browsing. These may be broken into subcategories and sorted for API/Webhook usage, or they can stay in broad categories such as billing or productivity. According to investigated sources, the most well-known and significant connections are G Suite and Office 365, which both include Outlook. 13. Mobile apps The Google Play and Apple App Store provide specialized mobile Apptivo applications for iPhones and iPads. You may manage contacts, financial matters, assignments, initiatives, and even customer service via mobile applications, all from a straightforward yet intuitive user interface. Work orders, projections, timesheets, and expenditure reports are all included. The mobile applications sync data automatically and in real-time. Apptivo CRM Pricing Regarding Apptivo pricing plans, this CRM currently has three different subscription plans to choose from. They are as follows: 1. Apptivo Free This is the free, basic plan of Apptivo. The only use this plan will provide you with is its access to lead and contact management features. 2. Apptivo Lite Price: $10 (per month) / $96 (annual) Along with the Apptivo basic plan, this plan provides you with two other features: Opportunity Management Custom Dashboards 3. Apptivo Premium Price: $15 (per month) / $144 (annual) Along with all the features of Apptivo Lite, this plan gives you access to the Mass emailing feature. Apptivo CRM Customer Service Apptivo provides live chat, email, and 24/7 customer service on all paid plans in addition to a comprehensive knowledge library. On weekdays, it furthermore provides live phone help. I used the live chat feature of Apptivo and posed a few straightforward inquiries on the user interface to gauge the customer service team's responsiveness. I received prompt responses from a helpful and competent support representative, who provided clear responses and pointed us toward additional assets on the information hub. Apptivo CRM Alternatives Value-wise, Apptivo's premium plans are difficult to match. Insightly, a rival has excellent project management capabilities and a wide variety of third-party connectors, but it is expensive and has fewer CRM functions on the base subscription. Having said that, Apptivo is renowned for its great reporting and offers better opportunity and pipeline management. This makes it ideal for bigger pipelines, where insights from sophisticated analytics might be useful. Zoho CRM is another strong rival that may compete with Apptivo in terms of customization. However, it costs more than Apptivo and has fewer project management options than both Insightly and Apptivo. The beginning plan of Zoho distinguishes it from Apptivo. While Zoho includes deal management, reporting, workflow management, and more, Apptivo's free solution is restricted to lead and contact management. Final Verdict: Should Your Business Use Apptivo CRM? Ultimately, Apptivo is a formidable competitor in the SMB and enterprise CRM markets. Bulk emailing, workflow automation, numerous sales funnels, and customized dashboards are just a few of the powerful features it offers for a wide range of affordable prices when compared to its rivals. While starting out may be difficult owing to the variety of customization choices, it also delivers an excellent user experience through an easy and flexible interface. The platform is scalable and configurable for larger enterprises thanks to Apptivo's distinctive app structure, which lets you create a CRM that precisely meets your company's requirements. An Apptivo app may be used to provide project management tools, billing facilities, and marketing capabilities. Despite the fact that it would be wonderful to see Apptivo provide additional third-party connectors, it appears that the firm is quite proactive about upgrades, so they are probably in the works. Finally, when contrasted with many of its rivals, Apptivo provides some of the greatest customer care we've come across, including a live chat feature that lets you communicate with a support agent around the clock. For each of these factors, I suggest Apptivo as a flexible all-in-one CRM system that will expand your company and encourage teamwork to close transactions more successfully. Read Also: 7 Business Opportunities That Can Change Your Life Is Startup Business Insurance Necessary For New Businesses? What Is Commercial Insurance? And Its Different Types – Let’s Discuss
Jul 03, 2023