Zoho CRM vs Levitate Comparison

Remove All	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 (8849 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 Levitate CRM Software	96% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Sponsored Remove Pipedrive CRM Software (5199 Ratings)	90% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Sponsored Remove HubSpot CRM CRM Software (10374 Ratings)
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Remove All	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 (8849 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 Levitate CRM Software	96% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Sponsored Remove Pipedrive CRM Software (5199 Ratings)	90% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Sponsored Remove HubSpot CRM CRM Software (10374 Ratings)
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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. ..show 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. ..show more

A CRM software built with intuitive interfaces, clean layouts and a simple user experience to help you manage your customer relations efficiently. An easy to customise software, Pipedrive CRM serves you the way you want to, according to your needs. The software is built around sales pipeline monitoring methodology, which offers a quality visual interface prompting users you to take appropriate action, stay organised and monitor challenging sales process. The email integration feature connects automatically to the contacts and displays everything that’s happening with a particular prospect at one place. ..show more

A forever-free customer relationship management software that provides solution to all your CRM needs. HubSpot CRM automates the tasks for your sales people which allows more work with less data entry. The interactions are tracked down automatically and a separate visual dashboard displays deals for total visibility. Now handle upto 1,000,000 contacts, users and storage without any expiration date all of it without paying a penny. With Hubspot CRM, you can also send emails in a personalized sequence which is delivered as per the schedule you set. Get notified whenever any lead opens your email so that you know how to follow-up with that particular lead. ..show more

Features

Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.
Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.
Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services
Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response.
List Management Enables management of multiple lists and communications with them
Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI
Product Catalog Lets your sales representatives, as well as customers, view details and prices of each product.
Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.
Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity
Referral Tracking Track and manage your referred customers.

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

Cambridge, Massachusetts / +1 877 683 0497

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 Contacts Accounts Deals Tasks, events, call log, and notes CRM views Advanced filters Page customization Rename tabs Custom list views : 5 per module Workflow Rules Email Notifications per day : 50 emails/user license, 150 emails/day (whichever is lower) Standard reports Email templates : 10 Email opt-out Email Authentication Web-to-lead form : 1 form/module Web-to-contact form : 1 form/module Calendar Status updates Direct messages Attach files to feeds Follow-up rules Business hours Folder sharing Attach documents File versioning Reviews Free storage/org : 1 GB Data Administration 1-200 Users Data storage : 5,000 records (10 MB) Above 200 Users Data storage : 5,000 records (10 MB) Import data (per batch) : 1000 records Export module data Additional Data backup : $12 per request Import history Profiles Organizational hierarchy (Roles) GDPR Compliance Multiple Organization Support API : 5,000 credits per day per org Website visitor tracking Basic : Support Standard $20 /User/Month Features Includes features of Free plan, plus Sales forecasting BCC dropbox for email Email insights Multiple currencies Scoring rules : 10 fields/module Reminders Multiple Pipelines Custom fields : 10 fields/module Canvas Detailed View : 1 view/org Custom list views : 50/module Tab groups Email Notifications per day : 100 emails/user license, 5,000 emails/day (whichever is lower) Custom reports : 100 Schedule reports Charts KPI Standard dashboards Custom dashboards : 10 Dashboards Zoho CRM Analytics Mobile App Enrich data with Twitter profile Enrich data with Facebook profile Social tab Automated Lead Generation from social media Social interaction with leads/contacts Social Lite Email templates : 100 Mass email Marketing campaigns Web-to-lead form : 5 forms/module Web-to-contact form : 5 forms/module Notify owner Calendar sync through CalDAV Calendar Booking Groups for team collaboration Tagging Free storage/user license : 512 MB Additional file storage : $4 per Month per 5GB Data Administration 1-200 Users Data storage : 100,000 records (200 MB) Above 200 Users Data storage : 100,000 records (200 MB) Import data (per batch) : 10,000 records Free Data backup : 2 backups/month Groups : 20 Audit Logs Allowed IPs API : 100,000 credits/day/org. Add-Ons and Integrations Online Meetings : Zoom, GoToMeeting, Zoho Meeting and 12 others Telephony and PBX : Ring.io, Amazon Connect, Zoho PhoneBridge and 106 others Team Collaboration : Slack, Teams, Zoho Cliq and 9 others Office Productivity : Zapier, Trello, Zoho Flow and 26 others Storage : Google Drive, Dropbox, Zoho Workdrive and 4 others Analytics : Zoho Analytics, Google Analytics, dotConnect and 10 others Email Marketing : Mailchimp, Zoho Campaigns and 4 others Customer Service : Zendesk, Zoho Desk and 15 others Finance : PayPal, Quickbooks, Pay U and 18 others Business Operations : Amazon Seller Central and 15 others Maps and route planning Integration with Microsoft 365 Integration with Google Workspace Zoho CRM contextual gadget for Gmail Export events to Google Calendar Export to Google Tasks Zoho CRM web forms for Google Sites : 1/module Synchronize Google Calendar Synchronize Google Contact Support Classic Premium : Paid Enterprise : Paid Professional $35 /User/Month Features Includes features of Standard plan, plus Macros SalesSignals Scoring rules : 20 fields/module Assignment rules Email Association with Deals Custom fields : 155 fields/module Custom links Canvas Detailed View : 3 views/org Validation Rules : 5 rules/layout Custom list views : Unlimited Active Blueprints : 3 Webhooks per day : 1/action 50,000 calls/day or 100 calls/user license/day Limit applicable for the org. (whichever is lower) Email Notifications per day : 200 emails/user license, 10,000 emails/day (whichever is lower) Custom reports : Unlimited Custom dashboards : Unlimited Email templates : Unlimited Email relay Zoho CRM for Google Ads Web-to-lead form : 10 forms/module Web-to-contact form : 10 forms/module Web-to-case form Motivator Inventory Management Products Price books Sales quotes Sales orders Invoices Vendors Purchase orders Customer Support Cases Solutions Web-to-case form : 10 forms/module Data Administration 1-200 Users Data storage : 10 GB (5M records approx) Additional Storage per user license : 20 MB Additional data storage : $4/100 MB Above 200 Users Data storage : 10 GB (5M records approx) Additional Storage per user license : 20 MB Additional data storage : $2/100 MB Import data (per batch) : 20,000 records De-duplicate data Security Administration Field-level security Groups : 30 API : 500,000 credits/day/org. Integration with Microsoft Plug-in for Microsoft Outlook Integration with Google Workspace Zoho CRM web forms for Google Sites : 10/module Enterprise $50 /User/Month Features Includes features of Professional plan, plus Contextual custom related lists Custom signals Scoring rules : 30 fields/module Email parser Wizards Multiple Scoring Rules : 25 rules/module Custom fields : 300 fields/module Picklist history tracking Web tabs Custom modules : 100 modules (2 modules/user license) Custom buttons Sandbox : Configuration type - 3, Configuration and Data type - 2 Page layouts Canvas view : 3 views/user/module Canvas Detailed View : 5 views/org Layout Rules Validation Rules : 10 rules/layout Subforms Translations Approval Process Schedules Active Blueprints : 50 Webhooks per day : 1/action 500,000 calls/day or 500 calls/user license/day Limit applicable for the org. (whichever is lower) Email Notifications per day : 500 emails/user license, 25,000 emails/day (whichever is lower) Review Process CommandCenter Data Enrichment Conversational AI Zia Reminder Best time to contact Macro suggestion Zia Intelligence for Automation Prediction Builder : 2 Prediction models/Org Assignment suggestion by Zia Workflow suggestions by Zia AI for emails Recommendation engine : 1 recommendation model/Org Image Validation : 1 rule/Org Recommendations Notifications : 5 Notifications/Configuration Funnels Target Meter Comparator Cohorts Quadrants Zone Anomaly Detectors (Powered by Zia) : 10 trends Additional 1/user (Maximum 50) Webform Analytics Webform A/B Testing Analytics - Enhancements in Anomaly Component with notifications in Zia Workflow reports Marketing Attribution Customer segmentation Auto-responders Web-to-lead form : 20 forms/module Web-to-contact form : 20 forms/module Web-to-case form : 20 forms/module Case escalation rules Portals Free storage/user license : 1 GB Data Administration 1-200 Users Data storage : 10 GB (5M records approx) Additional Storage per user license : 50 MB Additional data storage : $4/100 MB Above 200 Users Data storage : 15 GB (7.5M records approx) Additional Storage per user license : 50 MB Additional data storage : $2/100 MB Import data (per batch) : 30,000 records Security Administration Reporting Hierarchy Data sharing rules : 15 rules/module Groups : 50 Record-level sharing Data Encryption (EAR) Territory management : 150 territories Developers Tools Client Scripts Mobile SDK Web Apps SDK Widgets Connections API : 1,000,000 credits/day/org (1000/user license) Functions : 200,000 credits/day/org (500/user license). Integration with Google Workspaces Zoho CRM web forms for Google Sites : 20/module Ultimate $65 /User/Month Features Includes features of Enterprise plan, plus Scoring rules : 50 fields/module Multiple Scoring Rules : 40 rules/module Custom fields : 500 fields/module Custom modules : 500 modules (5 modules/user license) Sandbox : Configuration type - 7, Configuration and Data type - 3 Canvas view : 25 views/org Validation Rules : 25 rules/layout Active Blueprints : 100 Webhooks per day : 1/action 1,000,000 calls/day or 1000 calls/user/day Limit applicable for the org. (whichever is lower) Email Notifications per day : 1,000 emails/user license, 50,000 emails/day (whichever is lower) Prediction Builder : 20 Prediction models/Org Recommendation engine : 10 recommendation models/Org Image Validation : 20 rules/Org Anomaly Detectors (Powered by Zia) : 20 trends Additional 2/user (Maximum 100) Web-to-lead form : 100 forms/module Web-to-contact form : 100 forms/module Web-to-case form : 100 forms/module Free storage/org : 5 GB Free storage/user license : 1 GB Additional file storage : $4 per month per 5GB Data Administration 1-200 Users Data storage : 10 GB (5M records approx) Additional Storage per user license : 100 MB Additional data storage : $4/100 MB Above 200 Users Data storage : 30 GB (15M records approx) Additional Storage per user license : 100 MB Additional data storage : $4/100 MB Import data (per batch) : 50,000 records Free Data backup : 4 backups/month Security Administration Data sharing rules : 100 rules/module Groups : 250 Territory management : 250 territories API : Unlimited credits/day/org (2000/user license). Functions : Unlimited credits/day/org (1000/user license) Integration with Google Workspace Zoho CRM web forms for Google Sites : 100/module 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	Essential $15 /User/Month Features Lead, deal, calendar and pipeline management Simple data import and easy customization 24/7 support and 275+ integrations Advanced $29 /User/Month Features Lead, deal, calendar and pipeline management Simple data import and easy customization 24/7 support and 275+ integrations Full email sync with templates and scheduling Group emailing plus open and click tracking Workflow builder with triggered automations Professional $59 /User/Month Features Lead, deal, calendar and pipeline management Simple data import and easy customization 24/7 support and 275+ integrations Full email sync with templates and scheduling Group emailing plus open and click tracking Workflow builder with triggered automations One-click calling and call tracking Create, manage and e-sign documents and contracts Revenue projections, forecasts and enhanced custom reporting Enterprise $119 /User/Month Features Lead, deal, calendar and pipeline management Simple data import and easy customization 24/7 support and 275+ integrations Full email sync with templates and scheduling Group emailing plus open and click tracking Workflow builder with triggered automations One-click calling and call tracking Create, manage and e-sign documents and contracts Revenue projections, forecasts and enhanced custom reporting Unlimited user permission and visibility settings Additional and heightened security preferences Implementation program and phone support No feature usage limits View Price Page	Free Tools Free Features Contact management Contact website activity Companies Deals Tasks & activities Starter $50 /Month Features Marketing Hub Starter Starts at 1,000 marketing contacts Sales Hub Starter Starts at 2 paid users Service Hub Starter Starts at 2 paid users CMS Hub StarterNew Operations Hub Starter Professional $1780 /Month Features Marketing Hub Professional Starts at 2,000 marketing contacts Sales Hub Professional Starts at 5 paid users Service Hub Professional Starts at 5 paid users CMS Hub Professional Operations Hub Professional Enterprise $5000 /Month Billed at $60,000/yr Features Marketing Hub Enterprise Starts at 10,000 marketing contacts Sales Hub Enterprise Starts at 10 paid users Service Hub Enterprise Starts at 10 paid users CMS Hub Enterprise Operations Hub Enterprise View Price Page

Compare Zoho CRM vs Levitate

Zoho CRM

Levitate

Pipedrive

HubSpot CRM

Overview

Features

TECHNICAL DETAILS

Pricing

SCREENSHOTS

INTEGRATIONS

ALTERNATIVES