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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
CRM Software

4.3 2,504 user ratings

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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
View Details

95% 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

Dolibarr ERP 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 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 Dolibarr ERP and CRM is a free and open-source ERP and CRM management software package, developed specifically to cater to the needs of freelancers, companies, and foundations. This open-source framework enables users to freely manage all of their business requirements from Customer Relationship, Human Resource, Foundation Management, Accounting, Surveys, to Invoicing that befits their needs and meets their requirements. Dolibarr ERP CRM is designed with simplicity, right from installation to utilization to custom development in order to ensure the best user experience to the customers. With its user-friendly design, users can begin with features they require and then additionally include more features on a LAMP, WAMP, OR MAMP server according to their change of needs and their business developments. It comprises multiple modules easily accessible to the users according to their requirements. Undoubtedly, Dolibar is the ideal solution for comprehensive business management from invoicing, sales, stock, emailing purchase, accounting, orders, leave requests, and expense reports. Read more
Pricing Options
  • Free Trial Available
  • Starts at $14.0.
  • Free Trial Not Available
  • Starts at $65.0.
  • Free Trial Not Available
  • Offers Free-forever and Custom plan.
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%

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%

95% 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
    96%
  • Reviews
    81%
  • Momentum
    67%
  • Popularity
    93%
SaaSworthy Awards # 2 Most Worthy # 7 Fastest Growing
Not Available
# 5 Fastest Growing # 3 Most Searched

Technical Details

Organization Types Supported
  • Individuals
  • Freelancers
  • Large Enterprises
  • Medium Business
  • Small Business
  • Individuals
  • Freelancers
  • Large Enterprises
  • Medium Business
  • Small Business
  • Individuals
  • 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
Modes of Support
  • 24/7 (Live rep)
  • Business Hours
  • Online
  • 24/7 (Live rep)
  • Business Hours
  • Online
  • 24/7 (Live rep)
  • Business Hours
  • Online
API Support
  • Available
  • NA
  • Available

Reviews & Ratings

User Rating
4.3/5 2,504 user ratings
Not Available
4.6/5 136 user ratings
Rating Distribution
  • Excellent

    50.2%
  • Very Good

    34.3%
  • Average

    9.8%
  • Poor

    2.8%
  • Terrible

    2.9%
Not Available
  • Excellent

    64.7%
  • Very Good

    30.1%
  • Average

    4.4%
  • Poor

    0.7%
  • Terrible

    0%
User Sentiments

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

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

    Not Available

    Highly Customizable, Wide Range of Modules, Ease of Use, Comprehensive Business Management

    Lack of Multi-Currency Support, Unintuitive User Interface, Limited Mobile Support, Inadequate Manufacturing Module

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.

Not Available

Overall, users praise Dolibarr ERP CRM for its extensive features, customization capabilities, and user-friendly interface. They appreciate its strong inventory management, project management, and customer relationship management modules. Many users also find it easy to install, implement, and integrate with other applications. However, some users mention occasional bugs and issues with updates, as well as a lack of comprehensive training and support documentation. Additionally, some users suggest improvements to the reporting and analytics capabilities, as well as the mobile app.

  Read All User Reviews Read All User Reviews

AI-Generated from the text of User Reviews

Pricing

Pricing Options
  • Free Trial Available
  • Starts at $14.0.
  • Free Trial Not Available
  • Starts at $65.0.
  • Free Trial Not Available
  • Offers Free-forever and Custom plan.
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

Perfex CRM $65.00 $65.00 Regular License

Free Open Source Software Free

On-Premise or Cloud Custom

 
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Screenshots & Videos

Screenshots Live Chat System
+ 12 More
Proposal Projects and Tasks
+ 4 More
Videos Video Thumbnail
+ 3 More
Video Thumbnail
+ 1 More
Video Thumbnail
+ 1 More

Vendor information

Company Details Located in: Pleasanton, California - 94588 Founded in: 2005 Located in: Strumica, Republic of Macedonia Founded in: 2015 Founded in: 2009
Contact Details

+1 877-834-4428

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

Not available

https://www.perfexcrm.com/

Not available

https://www.dolibarr.org/

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