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98% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Zoho CRM logo

Zoho CRM

CRM Software

4.3 2,504 user ratings

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98% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Asana logo
Project Management Software

4.6 19,157 user ratings

View Details

97% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

monday.com logo
Project Management Software

4.5 2,791 user ratings

View Details

78% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Perfex CRM logo
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Overview

Description 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 Asana is an online team collaboration and workflow management tool. Organize your work in the best way possible to follow tasks through and be able to avoid obstacles to meet deadlines. Asana’s boards let you visualize your work, and arrange all your relevant emails and files into one place. Use Asana’s portfolios to monitor the status of all your projects and keep your strategic initiatives on track and easily report on progress. Its custom fields allow you to keep track of info important to the team and share the information with the right people. Commonly used projects can be turned into templates to ensure your team workflow moves more smoothly and faster. Asana’s web interface is efficient and responsive and it can be integrated to other collaboration tools like Slack. Asana is SOC 2 Type 1 certified and offers secure connections to its site using the TLS 1.1 protocol. It also hosts its data in various SSAE audited data centers via Amazon. Read more With monday.com, managers can better keep their team aligned from one collaborative workspace. This flexible platform allows you to truly centralize your data, leveraging native integrations, third-party apps, and helpful widgets. With an overview of all ongoing processes, you can quickly gauge the status of essential tasks and follow up with the relevant team member efficiently. Essentially, on monday.com, executives have the flexibility to build the perfect tools for their team using intuitive drag-and-drop technology. Simply select one of over 200 templates, and customize it using the 20 editable columns to support any of your workflows. Then if your team grows, your workflows can easily scale with you, empowering your team to new heights with complete visibility. Read more Perfex is a Customer Relationship Management (CRM) system that is aimed at small businesses and freelancers. Project management features let users track expenses and time spent on tasks, and bill their customers. It also provides the ability to assign tasks and track logged time. They can even create one-click invoices, invoices with different taxation and recurring invoices which will be regenerated automatically based on user requirements. Estimates can be converted directly to invoices and customers can view invoices even without any login. Features for creating impressive proposals are also present, including an editor allowing tables, images, YouTube videos and more. Lead management is possible and is helped using kanban layouts and users can automatically import leads from emails. On top of all this, features for managing expenses and payments with automatic reports after each PayPal payment, task management, contract management, surveys, goal tracking, and more are available. Read more
Pricing Options
  • Free Trial Available
  • Starts at $14.0.
  • Free Trial Available
  • Starts at $10.99. Offers Free-forever and Custom plan.
  • Free Trial Available
  • Starts at $9.0. Offers Free-forever and Custom plan.
  • Free Trial Not Available
  • Starts at $65.0.
SW Score & Breakdown

98% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    100%
  • Reviews
    77%
  • Momentum
    66%
  • Popularity
    82%

98% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    100%
  • Reviews
    91%
  • Momentum
    76%
  • Popularity
    92%

97% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    100%
  • Reviews
    95%
  • Momentum
    72%
  • Popularity
    97%

78% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    76%
  • Reviews
    60%
  • Momentum
    65%
  • Popularity
    68%
SaaSworthy Awards # 2 Most Worthy # 7 Fastest Growing # 3 Most Popular # 1 Most Worthy # 3 Most Worthy # 1 Most Popular
Not Available

Technical Details

Organization Types Supported
  • Freelancers
  • Large Enterprises
  • Medium Business
  • Small Business
  • Freelancers
  • Large Enterprises
  • Medium Business
  • Small Business
  • Freelancers
  • Large Enterprises
  • Medium Business
  • Small Business
  • Freelancers
  • Large Enterprises
  • Medium Business
  • Small Business
Platforms Supported
  • SaaS/Web/Cloud
  • Mobile - Android
  • Mobile - iOS
  • Installed - Windows
  • Installed - Mac
  • SaaS/Web/Cloud
  • Mobile - Android
  • Mobile - iOS
  • Installed - Windows
  • Installed - Mac
  • SaaS/Web/Cloud
  • Mobile - Android
  • Mobile - iOS
  • Installed - Windows
  • Installed - Mac
  • SaaS/Web/Cloud
  • Mobile - Android
  • Mobile - iOS
  • Installed - Windows
  • Installed - Mac
Modes of Support
  • 24/7 (Live rep)
  • Business Hours
  • Online
  • 24/7 (Live rep)
  • Business Hours
  • Online
  • 24/7 (Live rep)
  • Business Hours
  • Online
  • 24/7 (Live rep)
  • Business Hours
  • Online
API Support
  • Available
  • Available
  • Available
  • NA

Reviews & Ratings

User Rating
4.3/5 2,504 user ratings
4.6/5 19,157 user ratings
4.5/5 2,791 user ratings
Not Available
Rating Distribution
  • Excellent

    50.2%
  • Very Good

    34.3%
  • Average

    9.8%
  • Poor

    2.8%
  • Terrible

    2.9%
  • Excellent

    67.6%
  • Very Good

    25.9%
  • Average

    4.3%
  • Poor

    0.8%
  • Terrible

    1.4%
  • Excellent

    72.9%
  • Very Good

    15.8%
  • Average

    1.9%
  • Poor

    2%
  • Terrible

    7.3%
Not Available
User Sentiments

    Ease of Use, Customizable Interface, Extensive Integrations, Affordable Pricing

    Slow Customer Support, Occasional Software Glitches, Limited Mobile Functionality, Complex Customization

    Ease of Use, Task Management, Team Collaboration, Extensive Integrations

    Mobile App Functionality, Limited Customization, Customer Support Response Time, Confusing Interface

    User-friendly Interface, Extensive Customization, Effective Team Collaboration, Robust Automations

    Mobile App Functionality, Limited Sub-Item Functionality, Inconsistent Notifications, Slow Loading Times

    Not Available
Review Summary

Zoho CRM receives positive reviews for its user-friendly interface and affordability. Users appreciate its comprehensive features, including lead tracking, contact management, and automation capabilities. However, some users report a steep learning curve and occasional glitches, particularly with advanced features. While customer support receives mixed feedback, Zoho CRM is highly recommended for businesses seeking an all-in-one solution to improve efficiency and customer relationships.

Users generally agree that Asana is user-friendly, offers powerful features, and excels in project management and task collaboration. Many reviewers find the interface intuitive and easy to navigate, praising its clean and organized design. Asana's customization options and integrations with other tools are also frequently mentioned as strengths. However, some users have expressed concerns about occasional bugs and glitches, as well as the potential for a steep learning curve for more complex features. Overall, reviewers find Asana to be a reliable and effective tool for project management and collaboration.

Overall, users praise the user-friendly interface, customization options, and ability to manage projects and tasks efficiently. They also appreciate the integrations with other tools and the mobile app. However, some users mention occasional glitches and a learning curve for new users. While customer support is generally well-received, some users report slow response times. Nevertheless, the majority of users find the platform valuable for project management and collaboration, highlighting its flexibility, ease of use, and positive impact on their productivity.

Not Available
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AI-Generated from the text of User Reviews

Pricing

Pricing Options
  • Free Trial Available
  • Starts at $14.0.
  • Free Trial Available
  • Starts at $10.99. Offers Free-forever and Custom plan.
  • Free Trial Available
  • Starts at $9.0. Offers Free-forever and Custom plan.
  • Free Trial Not Available
  • Starts at $65.0.
Pricing Plans
Monthly Plans Annual Plans

Standard $14.00 $20.00 per user / month

Professional $23.00 $35.00 per user / month

Enterprise $40.00 $50.00 per user / month

Ultimate $52.00 $65.00 per user / month

Personal Free

Starter $10.99 $13.49 per user / month

Advanced $24.99 $30.49 per user / month

Enterprise Custom

Enterprise+ Custom

Free Free

Basic $9.00 $12.00 per user / month

Standard $12.00 $14.00 per user / month

Pro $19.00 $24.00 per user / month

Enterprise Custom

Perfex CRM $65.00 $65.00 Regular License

 
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Screenshots & Videos

Screenshots Live Chat System
+ 12 More
Company Goals
+ 4 More
Columns
+ 20 More
Proposal
Videos Video Thumbnail
+ 3 More
Video Thumbnail
+ 4 More
Video Thumbnail
+ 4 More
Video Thumbnail
+ 1 More

Vendor information

Company Details Located in: Pleasanton, California - 94588 Founded in: 2005 Located in: San Francisco, California Founded in: 2008 Located in: New York, NY 10003 Founded in: 2012 Located in: Strumica, Republic of Macedonia Founded in: 2015
Contact Details

+1 877-834-4428

https://www.zoho.com/crm/

Not available

https://asana.com/

Not available

https://monday.com

Not available

https://www.perfexcrm.com/

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