Zoho与ActiveCampaign：哪种CRM更适合您？

Choosing a new CRM platform? Zoho and ActiveCampaign stand out as two prominent contenders. Both are designed to optimize business processes, enhance customer interactions, and boost sales efficiency.

However, each platform offers distinct features tailored to different business models and priorities. This article aims to provide a comprehensive comparison of Zoho and ActiveCampaign, examining their core functionalities, pricing structures, and overall benefits.

Who this comparison is for

Our goal is to help you determine which CRM solution aligns best with your sales team's organizational needs, especially for medium-sized sales teams of 20-50 people. Additionally, we'll explore folk as a viable alternative.

什么是Zoho？

Zoho是一款以销售为核心的客户关系管理系统。它具备客户旅程管理、销售流程管理和工作流自动化功能。同时为营销团队提供活动管理和客户细分等解决方案。

Zoho 的主要功能

• 销售自动化：自动化处理销售任务，如潜在客户管理、交易跟踪和后续跟进。
• 可定制的仪表盘和报告：允许用户创建并自定义仪表盘和报告，以进行深入分析。
• 多渠道沟通：整合电子邮件、电话、社交媒体和实时聊天功能，全面管理客户互动。
• 客户关系管理：管理客户信息，追踪互动记录，并按目标群体划分联系人以实施精准营销活动。
• 工作流自动化：通过自动化常规任务和流程，提升效率并减少人工操作。
• 人工智能驱动的销售助理（Zia）：通过预测分析、任务自动化和智能建议，提升销售业绩。
  

什么是ActiveCampaign？

Active Campaign是一款营销自动化平台，旨在帮助各类规模的企业管理客户互动，并通过个性化与自动化的沟通推动业务增长。

ActiveCampaign 的主要功能

• 电子邮件营销：通过拖放式模板、高级受众细分和自动化序列创建个性化邮件活动，有效吸引目标受众。
• 营销自动化：基于用户行为和自定义触发器，自动化处理电子邮件、短信及网站消息的工作流程，从而提升客户参与度与忠诚度。
• 销售自动化：将客户关系管理系统（CRM）与自动化工具集成，以优化销售流程、追踪潜在客户、管理交易并实现跟进自动化。
• CRM功能：以销售为导向的客户关系管理系统，通过自动化技术追踪并管理业务流程。

Zoho vs. ActiveCampaign: Feature Comparison

Let's break down the key features of two CRM software solutions and take a closer look at their sales automation, email marketing tools, and contact management capabilities that matter most to sales teams.

1. 销售渠道管理

Zoho CRM's pipeline management feature provides a visual overview of the sales process, allowing users to track deals at various stages and manage the flow of opportunities effectively. ActiveCampaign's sales pipeline management feature is integrated with its CRM, enabling businesses to streamline their sales processes. It allows users to visually manage deals through customizable pipelines, automate tasks like follow-ups, and track every stage of the sales journey.

2. 易用性

Zoho CRM offers a user-friendly interface, making it accessible for both beginners and experienced users, while ActiveCampaign provides a straightforward setup with intuitive navigation. Both platforms prioritize ease of use, but Zoho's extensive customization options might present a steeper learning curve for some users. For sales teams of 20-50 people who need quick adoption and minimal setup time, this complexity can be a significant barrier to productivity.

👉🏼 Try folk now to set up customizable pipelines in minutes and avoid Zoho's steep learning curve

3. 接触强化

Zoho CRM's contact enrichment feature, powered by its AI assistant Zia, automatically updates and enriches records using data from various online sources. The feature can fill in missing details, such as email addresses, phone numbers, company information, and social media profiles.

4. 外展

Zoho CRM supports multichannel outreach, enabling businesses to connect with leads through email, social media, and other platforms. The platform automates workflows such as lead assignment and follow-up reminders, while AI-driven sentiment analysis helps prioritize customer responses for timely engagement. ActiveCampaign's outreach capabilities are functional, offering email, SMS, and some social media tools for multi-channel communication. It allows businesses to segment their audiences and send personalized messages, while automations help manage follow-ups across different channels. However, the SMS functionality is quite basic.

5. 自动化

Zoho CRM provides comprehensive automation features that streamline tasks like sending emails, updating fields, and triggering alerts through workflow automation. It includes Blueprint for standardizing sales processes, Macros for automating repetitive tasks in bulk, and Zia AI for predictive automation that suggests workflows and actions based on data patterns. ActiveCampaign's automation features allow users to create workflows that automate tasks like sending emails, updating contact records, and triggering follow-up actions based on predefined conditions. These workflows can be set up using a visual drag-and-drop builder, and they support a range of triggers, such as contact behavior, form submissions, or sales pipeline changes.

6. 集成

Zoho integrates with a wide range of third-party applications to expand its functionality, including popular tools like Google Workspace and Microsoft Office. It also connects with accounting software such as QuickBooks and more. ActiveCampaign offers a wide range of integrations with over 900 third-party applications, allowing users to connect the platform with tools like Shopify, WordPress, Salesforce, and Google Analytics.

7. 人工智能

Zoho CRM integrates AI through its assistant, Zia, which enhances productivity by automating tasks like data entry, lead prediction, and workflow recommendations. Zia provides predictive analytics for sales forecasting, identifies anomalies in sales processes, and suggests the best times for customer engagement based on past interactions. ActiveCampaign integrates AI features to enhance various aspects of its platform, such as email marketing and automation. The AI-powered tools include predictive sending, which analyzes contact behavior to suggest the best time to send emails, and predictive content, which helps in optimizing subject lines and messaging.

价格与套餐对比

Let's take a closer look at the price and plans of both Zoho and ActiveCampaign, particularly considering cost implications for growing sales teams.

Zoho定价

Zoho提供限于三名用户的免费方案，适合小型企业使用。此后，年度订阅方案如下：

• Standard: $14 per user, per month.
• 专业版： 每月每用户23美元 。
• 企业版：每月每位用户40美元。
• Ultimate: $52 per user, per month.

ActiveCampaign 价格

ActiveCampaign's price plans depend on the number of contacts in your database. The following plans are based off 1,000 contacts.

• 入门套餐：每月仅需15美元起。
• 另：每月仅需49美元起。
• 优势：每月仅需79美元起。
• 企业版：每月145美元起。

Introducing folk CRM: the best alternative to Zoho and ActiveCampaign

Looking for the best CRM solution for sales teams of 20-50 people? We recommend folk CRM as the superior choice. folk CRM is specifically designed for medium-sized sales teams who need powerful functionality without the complexity, making it the ideal alternative to both Zoho and ActiveCampaign for growing sales organizations.

主要特点

• 易用性与定制化：轻松定制销售流程、仪表盘、自动化流程及邮件序列，使其适用于整个销售周期与销售流程管理——以及招聘、营销等其他业务职能。
• 社交媒体整合：借助folk的Google Chrome扩展程序，一键导入来自LinkedIn、Sales Navigator、Instagram和X的人员及企业信息。
• Gmail与Outlook联系人同步：实现完整的邮件同步功能，让用户能够直接在CRM系统中管理所有通信内容。
• 一键查找电子邮箱：借助Apollo和Dropcontact驱动的联系人信息增强功能，您只需单击一下即可填补缺失的数据点。
• 邮件序列：若潜在客户未回复首封邮件，系统将自动发送带提醒功能的邮件序列。该功能集成人工智能技术，支持大规模个性化邮件定制。

价格与套餐

folk提供14天免费试用。试用期结束后，可选择经济实惠的月度或年度订阅方案。年度订阅方案如下：

• 标准版：每位用户每月20美元。
• 高级版：每月每位用户40美元。
• 定制方案：每位用户每月80美元起。

Zoho vs. ActiveCampaign: What's the Verdict?

Between Zoho and ActiveCampaign, there are a few distinct advantages. Zoho excels with its comprehensive sales automation and customizability, making it ideal for businesses seeking robust sales management tools. ActiveCampaign, on the other hand, stands out with its powerful marketing automation features, perfect for businesses focused on enhancing customer engagement. However, for sales teams of 20-50 people who need the perfect balance of powerful functionality and ease of use, folk CRM emerges as the clear winner, providing a flexible alternative that combines the best of both platforms while being specifically optimized for medium-sized sales teams.

👉🏼 Try folk now to compare it with Zoho and ActiveCampaign and never miss a follow-up with team-shared sequences

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