Home/Compare/Zoho CRM vs Levitate
Updated on: November 1, 2020

Zoho CRM vs Levitate

98% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
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Zoho CRM CRM Software
(6597 Ratings)
81% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
Remove
96% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
Remove
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98% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
Remove
Zoho CRM CRM Software
(6597 Ratings)
81% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
Remove
96% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More
Remove
Visit Website Visit Website Try for Free

Overview

Summary

Zoho CRM helps businesses of all size in maintaining a high standard of customer relations with its feature-rich software. The multichannel support feature lets your reach your customers via any medium, be it phone, live chat, email or through social media. With visitor tracking and email analytics, you can see what your customers are seeing and find opportunities for interaction. With pre-built and customizable KPIs, you can see where your team excels and where they need more training. Zoho CRM’s Blueprint ensures that the same level of attention is given to the right customers, even if the sales team grows. It makes sure that everyone in the team follows the right process. ..read more

Levitate lets you stay in touch and maintain your network with ease. Remembering each and every detail about your clients may seem to be a tedious task, but with Levitate, users can now build and manage authentic relationships quite easily. All one has to do is connect the application to their email or calendar system. Next, users need to import all contacts from the address book, CRM or the spreadsheet. After this, users can set simple rules about the contacts and mention how often they want to reach out to them. Levitate Artificial Intelligence works in the background and informs users via email about the people they have contacted. Lastly, users can personalize a message and send it out to their clients. The application majorly focuses on relationship-based businesses and can turn out to be much helpful to business entrepreneurs. After downloading the application, one can install the same. It is advised that one should not forget to download the email add-ins and other requirements along with the software. ..read more

With monday.com, you can better plan, organize and track your work from one centralized, visual and collaborative work space. It is intuitive and easy to use, which means that your team members can get up and running quicker by just sending them an email. Monday.com prioritizes flexibility to ensure that each team has a workflow that adopts to how they work. Easy onboarding, fast adoption With monday.com, you can plan everything you do in a very visual way, which makes it easier to stay on top of your tasks and not fall behind. You can agiley pivot from one strategy and challenge to the next, while adapting the way you work and your workflows. This solution provides an at a glance overview of the status of your workflows and projects so you can easily track the progress of each of them. To start off, all you have to do is to pick a template and you can then customize it to fit the needs of your company and match the structure of your workflows. ..read more

Features

Budget Management

Call Logging

Contact Management

Customer Support

IT Project Management

Idea Management

Issue Management

Kanban Board

Lead Scoring

List Management

Marketing Automation

Milestone Tracking

Percent-Complete Tracking

Portfolio Management

Product Catalog

Project Management

Project Planning

Project Templates

Quotes (Proposals)

Recurring Task Management

Referral Tracking

Requirement Management

Resource Management

Status Tracking

Task Management

Time & Expense Tracking

Timeline View

TECHNICAL DETAILS

Access Monitoring

24/7 (Live rep)

Business Hours

Online

Contact Number/Address

Pleasanton, California / +1 877-834-4428

Raleigh, North Carolina / +1 888-253-7050

New York, New York

API

N/A

Deployment

SaaS/Web/Cloud

Mobile - Android

Mobile - iOS

Mobile - Windows

Mobile - BlackBerry

Installed - Windows

Installed - Mac

Customers

Individuals

Freelancers

Large Enterprises

Medium Business

Small Business

Pricing

Pricing Model

Free Trial

Freemium

One-time license

Open-source

Subscription

Quotation Based

Plans

Free
Free

Features

  • Free for 3 Users
  • Leads
  • Documents
  • Mobile apps
Standard
$18 /User/Month

Features

  • Includes features of Free plan, plus
  • Scoring Rules
  • Workflows
  • Multiple Pipelines
  • Mass Email
  • Custom Dashboards
Professional
$30 /User/Month

Features

  • Includes features of Standard plan, plus
  • SalesSignals
  • Blueprint
  • Web-to-Case Forms
  • Validation Rules
  • Inventory Management
Enterprise
$45 /User/Month

Features

  • Includes features of Professional plan, plus
  • Zia AI
  • CommandCenter
  • Canvas
  • Multi-user Portals
  • Advanced Customization
  • Mobile SDK & MDM
Ultimate
$55 /User/Month

Features

  • Includes features of Enterprise plan, plus
  • Advanced BI - bundled with Zoho Analytics
  • Enhanced Feature Limits
View Price Page
Personal
Free

Features

  • 1 user only
  • Comprehensive email and calendar integration
  • Unlimited contacts and email sends
Business
$150 /Month

$150 per Month billed Yearly

Features

  • Up to 5 users
  • Dedicated Marketing Coach
  • Email, calendar, and outside lead source provider integration
  • Unlimited contacts and email sends
  • Automatic contact enhancement
  • Tag creation and keep-in-touch reminders
  • Live onboarding, training, and marketing consultation
  • Access to tried-and-tested email template library
  • Robust analytics on companies and contacts
Business Plus
$199 /Month

$199 per Month billed Yearly

Features

  • Includes features of Business plan, plus
  • Custom content writing (4 templates/year) and unlimited marketing consultations for you and your team
  • Access to automation feature, allowing you to create an automated series of emails or action items
View Price Page
Basic
$49 /User/Month

For 5 users, Pricing varies based on number of users upto 200

Features

  • Unlimited free viewers
  • Unlimited boards
  • Over 20 column types
  • iOS and Android apps
  • File storage: 5 GB
  • Activity log: 1 week
  • Whiteboard integration
  • Embed documents
  • Kanban view
  • Embedded forms
  • Dashboards: 1 board per dashboard
  • Two-factor authentication
  • Self-serve knowledge base
  • 24/7 customer support

Standard
$59 /User/Month

For 5 users, Pricing varies based on number of users upto 200

Features

  • Includes features of basic plan, plus
  • File storage: 50 GB
  • Activity log: Unlimited
  • Zoom integration
  • Timeline view
  • Calendar view
  • Share boards with guests: 4 guests billed as 1 user
  • Map view
  • Advanced search
  • Forms customization
  • Integrations: 250 actions/month
  • Automations: 250 actions/month
  • Dashboards: 3 boards per dashboard

Pro
$99 /User/Month

For 5 users, Pricing varies based on number of users upto 200

Features

  • Includes features of Standard plan, plus
  • File storage: Unlimited
  • Share boards with guests: Unlimited
  • Time tracking
  • Chart view
  • Formula column
  • Custom tags
  • Private boards
  • Integrations: 25,000 actions/month
  • Automations: 25,000 actions/month
  • Dashboards: 10 boards per dashboard
  • Google authentication

Enterprise
Custom

For users more than 200

Features

  • Includes features of Pro plan, plus
  • Integrations: 250,000 actions/month
  • Automations: 250,000 actions/month
  • Dashboards: 25 boards per dashboard
  • Single Sign On (Okta, One login, Azure AD, Custom SAML)
  • Audit log
  • Session management
  • HIPAA Compliance
  • 99.9% uptime SLA
  • Advanced account permissions
  • Tailored onboarding
View Price Page

SCREENSHOTS

Zoho CRM Screenshots
View 4 screenshot(s)
Levitate Screenshots
View 0 screenshot(s)
monday.com Screenshots
View 22 screenshot(s)

INTEGRATIONS

  • Office 365
  • Slack
  • Zoho Creator
  • SurveyMonkey
  • Zoho Survey
  • Zoho SalesIQ
  • Zoho Desk
  • Quickbooks
  • PandaDoc
  • Zapier
  • ClickDesk
  • Zoho Projects
  • PieSync
  • Eventbrite
  • Xero
  • Knowlarity
  • Zoho Forms
  • Zoho Cliq
  • ActiveCampaign
  • MailChimp
  • Zoho Meeting
  • Constant Contact
  • Unbounce
  • Zoho Campaigns
  • GoToWebinar
  • GetResponse
  • Front
  • Shopify
  • Zoho Social
  • Office 365
  • HubSpot CRM
  • Salesforce
  • Copper (ProsperWorks CRM)
  • Dropbox Business
  • Asana
  • Slack
  • JotForm
  • MailChimp
  • Typeform
  • SurveyMonkey
  • Trello
  • GitHub
  • Todoist
  • Toggl Track
  • GitLab
  • Google Drive
  • Harvest
  • Salesforce
  • Pipedrive
  • Shopify
  • Jira

ALTERNATIVES

Top alternatives to Zoho CRM

HubSpot CRM
Salesforce
Bigin by Zoho CRM
Pipedrive
SugarCRM

Top alternatives to Levitate

Salesforce
Zoho CRM
SugarCRM
Insightly
bpm’online CRM