Pipedrive vs Zoho

Overview: Pipedrive vs. Zoho CRM

Choosing the right CRM can be pivotal for business success, and Pipedrive and Zoho are two prominent contenders in this arena. Both platforms are engineered to enhance customer interactions, streamline processes, and boost sales, yet they serve distinct business needs. This article will delve into their core features, pricing, and advantages, equipping you with the insights needed to select the ideal CRM for your organization.

👉🏼 Try folk now to compare pipelines and never miss a follow-up across your sales team

Additionally, we'll present folk as a flexible all-in-one alternative to consider.

Что такое Pipedrive?

Pipedrive — это веб-CRM для малых предприятий, предлагающая управление лидами, автоматизацию, интеграцию с электронной почтой и настраиваемые конвейеры для оптимизации продаж.

Key features of Pipedrive

• Управление лидами и сделками: централизованные инструменты для управления данными о клиентах, взаимодействиями и каналами продаж, помогающие командам быстро реагировать на возникающие возможности.
• Автоматизация продаж: автоматизация рабочих процессов для выполнения повторяющихся задач, таких как маршрутизация лидов, последующие действия и последовательности электронных писем, что позволяет командам продаж сосредоточиться на заключении сделок.
• Интеграция с электронной почтой: полная синхронизация электронной почты, шаблоны и функции отслеживания, позволяющие пользователям управлять всей коммуникацией непосредственно из CRM.
• Расширенные возможности отчетности и аналитики: аналитика данных в режиме реального времени и настраиваемые инструменты отчетности для отслеживания показателей продаж, прогнозирования выручки и получения полезной информации.
• Customization and security: Options to customize pipelines, fields, and user permissions, with robust security measures to protect data.
  

What is Zoho?

Zoho — это CRM-система с сильным акцентом на продажи. Она обладает функциями организации рабочего процесса, управления процессом продаж и автоматизации рабочих процессов. Есть также функции для маркетинговых команд, включая управление мероприятиями и сегментацию клиентов.

Key features of Zoho

• Sales automation: Automates sales tasks like lead management, deal tracking, and follow-up actions.
• Customizable dashboards and reports: Allows users to create and customize dashboards and reports for in-depth analytics.
• Multi-channel communication: Integrates with email, phone, social media, and live chat to manage customer interactions.
• Lead and contact management: Manages customer information, tracks interactions, and segments contacts for targeted campaigns.
• Workflow automation: Automates routine tasks and processes to improve efficiency and reduce manual effort.
• AI-powered sales assistant (Zia): Provides predictive analytics, task automation, and intelligent suggestions to enhance sales performance.

Pipedrive vs. Zoho: Feature Comparison

Let's break down the key features of these two popular CRM software solutions and take a closer look at their sales automation, email marketing tools, and contact management.

1. Sales pipeline management

Pipedrive offers a user-friendly Kanban-board interface that closely aligns with the traditional sales pipeline management process, making it intuitive for sales teams to manage and visualize their deals. This approach helps teams prioritize tasks and track progress seamlessly through each stage of the sales funnel. On the other hand, Zoho CRM's pipeline management feature provides a comprehensive visual overview of the sales process. It allows users to track deals at various stages, offering a more detailed and customizable view of the sales journey. This flexibility ensures that sales teams can manage the flow of opportunities effectively, adapting to their specific needs and strategies. Both platforms excel in pipeline management, but the choice between them may depend on whether a more straightforward or customizable approach is preferred. Pipedrive's simplicity might appeal to smaller teams or those new to CRM systems, whereas Zoho's robust customization options could be more suitable for larger organizations with complex sales processes. For medium-sized sales teams of 20-50 people, folk CRM provides the optimal balance, offering intuitive pipeline management without the complexity that can slow down team adoption.

2. Простота использования

Pipedrive is known for its intuitive and user-friendly interface, making it easy for sales teams to navigate and manage their pipelines efficiently. Zoho CRM, while feature-rich, may require a steeper learning curve due to its extensive customization options and comprehensive suite of tools.

3. Обогащение контактов

Pipedrive's contact enrichment feature integrates with tools like Clay.com to automatically pull and populate fields with data such as job titles, company information, and social media profiles, enhancing user profiles with relevant information from external sources.

4. Информационно-пропагандистская работа

Pipedrive's email builder is tailored for creating responsive email marketing campaigns like newsletters. In contrast, Zoho CRM supports multichannel outreach, allowing businesses to engage leads via email, social media, and more, with AI-driven sentiment analysis to prioritize responses.

5. Автоматизация

Pipedrive automates repetitive sales tasks like data entry and follow-ups, streamlining processes. Zoho CRM offers comprehensive automation, including Blueprint for sales processes, Macros for bulk task automation, and Zia AI for predictive automation, suggesting workflows based on data patterns.

6. Интеграция

Pipedrive provides over 300 integrations, connecting with various third-party tools across categories like marketing automation. Zoho integrates with numerous applications, including Google Workspace, Microsoft Office, and accounting software like QuickBooks, enhancing its functionality.

7. Искусственный интеллект

Pipedrive's AI integration is focused on its Sales Assistant, offering insights to optimize sales activities. Zoho CRM's Zia assistant automates tasks like data entry and lead prediction, provides predictive analytics, and suggests optimal customer engagement times based on past interactions.

Сравнение цен и тарифных планов

Let's take a closer look at the price plans of both Pipedrive and Zoho.

Pipedrive prices

Pipedrive offers two types of plans, both for their CRM product. It comes as either a monthly or an annual subscription basis. Their annual subscription plan is as follows.

• Essential plan: Starts from $24 per user, per month.
• Advanced plan: Starts from $44 per user, per month.
• Power plan: Starts from $79 per user, per month.
• Enterprise plan: Starts from $129 per user, per month.

Zoho prices

Zoho offers a free plan limited to three users suitable for small businesses. After that, an annual subscription plan is as follows.

• Стандартный: 20 долларов США за пользователя в месяц.
• Профессиональная версия: 35 долларов США за пользователя в месяц.
• Предприятие: 50 долларов США за пользователя в месяц.

Introducing folk CRM: the best alternative to Pipedrive and Zoho

Looking for an affordable alternative? We recommend folk. A multiple award-winning CRM platform designed specifically for medium-sized sales teams of 20-50 people. folk CRM excels at meeting the unique needs of growing sales teams who require more sophistication than basic CRM tools but don't want the complexity and overhead of enterprise solutions.

Основные характеристики

• Ease of use and customization: Easily customize the pipelines, dashboards, automation, email sequences, so that you can use it across your sales cycle and pipeline management – and other business functions such as recruitment, marketing, and more.
• Интеграция с социальными сетями: импортируйте людей и компании из LinkedIn, Sales Navigator, Instagram и X одним щелчком мыши благодаря расширению Folk для Google Chrome.
• Синхронизация контактов из Gmail и Outlook: полная синхронизация электронной почты, позволяющая пользователям управлять всей коммуникацией непосредственно из CRM.
• Найдите адреса электронной почты в один клик: обогащение контактов с помощью Apollo и Dropcontact, чтобы вы могли заполнить недостающие данные одним щелчком мыши.
• Последовательности писем: отправляйте последовательности писем с напоминаниями, если ваши потенциальные клиенты не отвечают на ваши первые письма. Включает в себя интеграцию с ИИ, позволяющую персонализировать письма в большом масштабе.

Цены и тарифные планы

folk предлагает 14-дневную бесплатную пробную версию. После этого доступны доступные по цене ежемесячные или годовые тарифные планы. Годовой тарифный план выглядит следующим образом.

• Стандартный: 20 долларов США за пользователя в месяц.
• Премиум: 40 долларов США за пользователя в месяц.
• Индивидуальный тариф: от 80 долларов США за пользователя в месяц.

Pipedrive vs. Zoho: What's the verdict?

Both Pipedrive and Zoho offer robust CRM solutions tailored to different business needs. Pipedrive stands out with its intuitive interface and sales pipeline management, making it ideal for small to medium-sized sales teams. Zoho, on the other hand, provides a comprehensive suite of tools with extensive customization options, perfect for larger organizations with diverse needs. However, for sales teams of 20-50 people looking for a CRM that perfectly balances functionality and simplicity, folk CRM emerges as the clear winner. It delivers the sophistication growing sales teams need without the overwhelming complexity of enterprise platforms, making it the best choice for medium-sized sales organizations ready to scale their operations efficiently.

👉🏼 Try folk now to manage contact-based reminders and automate follow-ups for 20–50 person sales teams

Часто задаваемые вопросы

Для чего используется Pipedrive?

Pipedrive is used to manage sales pipelines, track deals, automate follow-ups, and centralize email and contacts for small to mid-sized teams. It uses a visual Kanban board, reporting, and integrations to help sales reps prioritize and close deals.

Is Zoho CRM free?

Yes. Zoho CRM has a free plan for up to three users with core contact, deal, and task management. Advanced automation, analytics, and customization require paid tiers.

Which is better: Pipedrive or Zoho?

Pipedrive suits teams wanting a simple, intuitive pipeline. Zoho fits organizations needing broader features and deep customization. Choose based on team size, process complexity, and multichannel needs.

What is a good alternative to Pipedrive and Zoho?

folk is a customizable CRM for 20-50 seat sales teams, with visual pipelines, contact enrichment, email sequences, and automation. Annual plans: Standard $20/user/mo, Premium $40, Custom from $80. 14-day free trial.