If you are in search of a CRM tool that offers advanced sales features – we have the solution for you. This Pipedrive vs Zoho comparison can help you find what your business needs. With a comprehensive CRM tool, any business can take its internal, sales, and marketing processes to another level.
Nonetheless, to ensure that you optimize the features offered, you want to make sure that you choose the right tool. So, with tools such as Pipedrive and Zoho, your business will be more than close to achieving the best results when it comes to processes such as sales management and marketing. Pipedrive and Zoho are built to optimize customer engagement whilst their advanced automation and sales pipeline management features ultimately, enhance revenue generation and brand awareness.
- What’s The Main Difference Between Pipedrive And Zoho?
- Overall Ease of Use
- CRM Features
- Email Marketing Features
- Integrations & Extras
- Feature Comparison Table – Pipedrive Vs Zoho
- Pipedrive vs Zoho – Which Is Better?
Nonetheless, each tool is still distinct from the other. So, to help you decide which platform is best for your business – we’ve shared an in-depth Pipedrive vs Zoho comparison for you to pick features that you can capitalize on.
What’s The Main Difference Between Pipedrive And Zoho?
Pipedrive is a web-based sales CRM platform built with extensive sales management features – particularly designed for small teams that want to grow their business and increase sales. Yet, due to the advanced features the tool offers, it can still adequately cater to medium-sized to enterprise-level teams. Using the tool, teams can easily plan their sales activities and monitor deals through the pipeline management solution the platform offers.
Furthermore, the platform uses an activity-based selling function – in a Trello-style mechanism – to help turn your team’s deals into actual sales. Additionally, Pipedrive features a selection of other useful features such as workflow automations, communication tracking, and even, deep insights and reporting.
The Zoho platform is designed to increase your business’s productivity through a series of automated processes. The cloud-based software and SAAS application is particularly curated for B2B and B2C companies.
Unlike Pipedrive, it covers more extensive areas including sales, reporting, communication, and customer relationship management. Amongst the common features that the platform covers include word processing, web conferencing, project management, sales tracking, invoicing as well as accounting and procurement functions.
Overall Ease of Use
Recognizing that small businesses are on a tight budget, Pipedrive makes its interface easy to navigate – eliminating the need to invest in tech-savvy professionals. The platform’s interface is quite easy and simple to use. Many of its users will particularly appreciate the clutter-free and minimalistic dashboard which makes it easy to access any function you want.
When you first log into the software, you will be introduced to the interface through a how-to demo to make it easy to navigate. Pipedrive features a popular 7-step process that takes you through a comprehensive tour of the entire dashboard.
Zoho on the other end is designed with a more intuitive interface that makes it easy to switch between functions whilst housing all the necessary processes in one place. The platform is even designed with built-in social media tools you can manage from the dashboard. However, setting up the functions in the dashboard may be a little tricky – especially for the non-tech savvy.
Winner: Pipedrive takes the lead for the overall ease of use as anyone can navigate its interface without necessarily having any tech knowledge. Additionally, the platform comes with a clear and comprehensive tour during the beginning.
Pipedrive and Zoho are built with extensive CRM features – these include pipeline management, deal management, and contact management, just to name a few.
As a sales management CRM platform, Pipedrive has powerful pipeline management features. The tool allows you to seamlessly blend your email marketing, sales lead generation, and sales pipeline process in a single place. No matter the size of your team, you can easily track all the sales processes and synergize team efforts.
Zoho on the other end has a pipeline management interface that allows you to track all the sales process in one place. Amongst other things you can do on the pipeline management interface includes viewing past activities, end-to-end pipeline tracking, and even, notes taking.
Pipedrive’s deal management allows you to customize pipelines, edit them, and even search for your deals quicker and easier. You can manage your entire deals through the platform’s Trello style management interface to make it easy to track everything.
Zoho allows you to view and manage your deals through any of its three views. You can opt for the Kanban, canvas, or tubular viewing style. However, its deal management system is not as advanced as Pipedrive’s.
Through Pipedrive’s CRM tools, you have access to multiple activities to make the processes easier. Amongst some of the activities, you will be able to execute or have access to include built-in notifications, setting up action points, tracking, meeting setups, and even customizing the activities. Zoho doesn’t only give you access to multiple activities – its uniquely designed filter offers quick access to the activities too – whether it’s scheduled meetings or action points.
Apart from its intuitive data management design, Pipedrive also integrates with apps such as Google+ and LinkedIn to pull in more data and give you more storage options for contacts. The contact management setup allows you to identify pre-qualified and close more leads. Zoho doesn’t only facilitate the creation and automation of contact storage. Through its contact management feature, you can track individual contacts and identify leads as well.
Winner – With deep CRM features such as the extensive sales pipeline and deal management, both Pipedrive takes the lead in this area.
As CRM tools, both Pipedrive and Zoho are equipped with adequate marketing and automation features as well.
When it comes to automation, Pipedrive isn’t exactly the best platform. Since it is particularly designed for sales management, it doesn’t offer any deep marketing or automation features, for example, newsletters or texts.
Instead, to enjoy these features, you have to integrate them with third party apps such as MailChimp. Zoho on the other end offers reasonable marketing automation features. The platform allows you to send out customized email campaigns, support tickets, and even, task sharing with teams.
As a sales CRM platform, Pipedrive does offer lead generation features – however, they are curated for sales management. Again, you can integrate the platform with third party apps for more advanced and versatile features. Zoho features a built-in social media integration that allows you to explore social media lead generation and scoring leads.
Pipedrive facilitates reasonable tracking – allowing you to monitor activities such as sent emails, site activities, and communication. Zoho offers website-, campaign-, and social media tracking. It is even built with advanced sales forecasting and tracking options.
Pipedrive offers visual and metric data tracking for its sales functions. Additionally, it offers a selection of native integrations with apps such as Google Analytics to give you more reporting options. Zoho is built with customizable forecast reports whilst the mini-reports on the dashboard give you quick and brief data on more general data.
Winner – With advanced automation, lead scoring, and even reporting features, Zoho does a better job in this area.
Email Marketing Features
When choosing the best platform for email marketing, you have to ensure it has reasonable spam testing and deliverability features – after all, having a tool that has poor spam testing and deliverability rates will make the campaigns sent out impractical.
Spam & Deliverability
Pipedrive has pretty reasonable deliverability rates. To ensure your campaigns don’t end up in spam boxes, it also passes them through a series of authentication and anti-spam tools. Some of the common authentication options the platform offers include DKIM. Furthermore, Pipedrive offers many resources to users for guidance on how to keep deliverability rates high- keeping emails out of spam boxes and in inboxes.
Zoho on the other end has an average deliverability rate of up to 90%. Similarly, it employs a heap of security and authentication functions to maintain high deliverability rates. These include SPF, DMARC, DKIM, and domain blacklist check ups such as SenderScore. Furthermore, Zoho has mail settings that allow you to set up spam functions to prevent your campaign from ending up as spam.
Winner: With extra tools for spam prevention, Zoho does a better job at maintaining high deliverability and anti-spam rates.
Integrations & Extras
Pipedrive offers about 150+ integrations – including with Zapier. When connected to Zapier, the platform offers access to even more apps (about 500). However, it still holds limitations to popular apps such as ActiveCampaign and MailerLite which it does offer native integrations with.
Zoho on the other end offers up to 200 native integrations with different apps including Zapier (which gives it access to other apps). Zoho’s most popular integrations are with social media sites such as Facebook and Twitter. However, it also integrates with other popular apps such as MailChimp and WhatsApp.
Winner: With 50+ extra native app integrations and its innovative social media integration, Zoho is a better choice when it comes to integrations.
Pipedrive is built with a wide range of customer support resources. For its entire plans, the platform offers a resource-rich knowledge base that offers tools such as how-to- guides and blog articles to help you find solutions to issues you may have. Additionally, the platform gives access to all its users to the Pipedrive community where they can ask direct questions and interact with experts and other users.
If you want one-on-one support, Pipedrive offers options such as live chat and email support as well. In fact, the live chat support is available around the clock in English, Portuguese, French, German, and Spanish languages. However, the German, French, and Spanish-speaking customer support teams are only available during weekends from 9 am to 5 pm and 10 pm, respectively.
Similarly, Zoho offers extensive customer support options. Free plan users have access to the self-help knowledge base, the community forum, email support, and customer portal (which offers extra resources just like the knowledge base). Free plan users also have access to live chat and toll-free support which are only available for about 8 hours a day on weekdays.
Paid users have two support options – the premium which costs 205 of the license fee and enterprise which costs about 25% of the license fee. The premium plan offers what is covered by the free plan and extends the live chat and toll-free support to 24 hours weekdays.
Other options it offers include remote assistance, configuration assistance, and product onboarding. The enterprise plan covers all that the premium plan covers along with 24/7 live chat and toll-free support. The plan also offers a dedicated technical account manager and quarterly reports.
Winner: Zoho offers more resources to its paid plans, however, it is toppled by Pipedrive which offers reasonable support across all its users without any extra cost.
Pipedrive can be accessed through any of its four plans. The platform doesn’t offer a free plan, however, it offers a free 14-day trial across all its plans. The plans include the Essential, Advanced, Professional, and Enterprise plans. The Essential plan costs $12.50 per month, the Advanced plan costs $24.90 per month, and the Professional plan costs $49.90 per month whilst the Enterprise plan costs $99 per month.
Zoho offers a free plan for up to 3 users. However, beyond that, it offers four paid plans – i.e. Standard, Professional, Enterprise, and Ultimate. Each paid plan comes with a 15-day free trial as well. The Standard plan costs $12 per user per month whilst the Professional costs $20, the Enterprise plan costs $35, and the Ultimate plan costs $45 per person per month.
|Plans||Users||Pricing/USD per month||Plans||Users/Contacts||Pricing/USD per month|
Winner: With a free plan and significantly less costs, Zoho still takes the lead.
Feature Comparison Table – Pipedrive Vs Zoho
The Pipedrive vs Zoho comparison offers an in-depth outlook of what each CRM tool offers. The comparison clearly shares where which platform is strongest the most. Through each feature, the comparison continues to reiterate that Pipedrive is an excellent sales pipeline management tool for salespeople.
Zoho on the other end offers a well rounded CRM tool – covering features such as sales management, email marketing, and even accounting features. As evident by the feature strength, the Pipedrive platform boasts a higher rating for CRM features whilst Zoho does better with platform and email marketing features. The table below offers a better summary of where each platform holds the most strength.
|Overall Ease of Use||4.8||4.6|
|Email Marketing Features||4.6||4.7|
|Integrations & Extras||4.6||4.8|
Pipedrive vs Zoho – Which Is Better?
Whilst both Pipedrive and Zoho are powerful CRM platforms, the Pipedrive vs Zoho comparison proves how distinctive they are from one another. Pipedrive is particularly designed for small teams of salespeople who want to grow their businesses – as evident to the string sales features and pricing options that charge you per user – allowing you to only pay for what you need.
Zoho on the other end is uniquely designed to cater to all members of the team – including marketing and salespeople. The platform covers features such as accounting, marketing, invoicing, and sales management. Whilst the pricing option covers groups of between 3 and 55, it is still quite affordable especially for small to medium-sized businesses.