Home/CRM Software/Zoho CRM vs LevitateUpdated on: January 31, 2023

Compare 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 Remove
Zoho CRM
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
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
90% 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

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
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
90% The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read More Remove
Get Free Quote

Get Free Quote

Get Free Quote

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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

SCREENSHOTS

Zoho CRM Screenshots
View 4 screenshot(s)
Levitate Screenshots
View 0 screenshot(s)
Pipedrive Screenshots
View 4 screenshot(s)
HubSpot CRM Screenshots
View 7 screenshot(s)

INTEGRATIONS

  • Leadfeeder
  • Dropbox Business
  • Slack
  • Box
  • Zoho Creator
  • SurveyMonkey
  • Zoho Survey
  • Zoho SalesIQ
  • Google Sheets
  • QuoteWerks
  • Zoho Desk
  • Quickbooks
  • PandaDoc
  • Saasu
  • Zapier
  • ClickDesk
  • Zoho Sign
  • Zoho Projects
  • PieSync
  • Zoho Books
  • Eventbrite
  • Xero
  • Knowlarity
  • Zoho Forms
  • GotoMeeting
  • iQuoteXpress
  • Zoho Cliq
  • ActiveCampaign
  • RingCentral Office
  • Twilio Flex
  • MailChimp
  • Adobe Sign
  • Zoho Meeting
  • Zoho Expense
  • DocuSign
  • Constant Contact
  • Unbounce
  • Zoho Campaigns
  • GoToWebinar
  • GetResponse
  • Google Drive
  • Front
  • Zoho Subscriptions
  • Proposify
  • Shopify
  • Zoho Social
  • HubSpot CRM
  • Salesforce
  • Google Drive
  • WordPress
  • Freshdesk
  • Wufoo
  • LoginRadius
  • SnapEngage
  • BigCommerce
  • Salesforce
  • Pipedrive
  • Zapier

ALTERNATIVES

Top alternatives to Zoho CRM

Freshsales
Freshsales
Zoho Books
Zoho Books
Pipedrive
Pipedrive
Zoho One
Zoho One
Bigin by Zoho CRM
Bigin by Zoho CRM

Top alternatives to Levitate

Revel Systems
Revel Systems
Float
Float
Contus Fly
Contus Fly
Ghost
Ghost
Elevate LMS
Elevate LMS