All You Need To Know About Zoho CRM & Hubspot CRM

Selecting the right CRM that is agile enough to scale with business growth and provide continuous integration support with other applications is a tough job. One not only needs to evaluate the features but is also required through comparison between pricing and the value it provides. If you don’t then soon, you’ll be on the list of 11% of businesses who frequently change their CRM and still haven’t found the best match of CRM to smoothen their business operation. Statistically speaking, over 92% of businesses claim that their CRM is incomplete, and the most sought out feature in a CRM include contact management, interaction tracking, scheduling & reminder set-up, pipeline creation, and funnel monitoring. On the other hand, over 82% of organizations use CRM for sale reporting. So, if you are in the middle of deciding which CRM to opt for either Zoho CRM or HubSpot CRM, then you have come to the right place. Despite what you have heard about Zoho CRM pricing and HubSpot CRM being free, you need to take other features into account, to make the right decision.

Here in this piece of writing, we have discussed in detail what features or qualities make a CRM, ideal. Along with this, we have also discussed two CRMs i.e. Zoho and HubSpot, compared their features, and provided a detailed account of the top features offered by each CRM. If you still feel confused then feel free to get an expert opinion from Techloyce. We have a dedicated team of HubSpot Certified Consultants and Zoho CRM Consultants to guide you in selecting the right CRM.

Must-Have Qualities Of CRM

Some of the key features of successfully implemented and customized CRM include productivity enhancement, claimed by CRM users 14.6%. Besides, improving the relationship with the visitor and clients. Lastly, 74% of users claimed that it gives access to customer data that help in tracking and recording interactions. However, there are many other factors that you need to be vary of, some of them are as follows.

Scalability & Flexibility – The most important and must-have feature is flexibility in terms of customization to match the business growth needs. In this regard, Zoho CRM is proven to be great since it offers a wide range of customization, however, HubSpot doesn’t.
UI & UX Interface – In addition to flexibility, the usability of the CRM interface matters the most. Since it is being used by your employees, clients, and customers, therefore it is important that it require zero to no training. Otherwise, it hinders the process of implementation.
Integration Support – Technology is evolving at a lightning speed, the application which was being used in the past are nowhere to be found. Hence having a system that can easily integrate with other applications and offer API support is what you should be seeking in a system i.e. Zoho CRM.
Lead, Contact, Email, And Relationship Management – Lastly, the main purpose of CRM is relationship management, allowing marketing team support with inbound marketing, lead capturing, and sale team with lead nurturing and automation is a difficult match to find, but not impossible.

Comparison Between Zoho CRM & HubSpot CRM

Zoho CRM and HubSpot CRM are both considered a complete suite that is designed to cater to the need of sales, marketing, and support departments that comes in contact directly or indirectly with customers. However, when it comes to expertise and features both CRM has unique things to offer from pricing to integration. Some of the noteworthy features HubSpot CRM includes, it is completely free from SMBs, however, for additive features e.g. marketing and sales automation or lead nurturing you have to purchase the paid version. Comparatively to this, Zoho CRM offers a free trial for up to 30-days, and afterward, you have to purchase the plan, which is less expensive than HubSpot. Below you will find a detailed overview of Zoho CRM and HubSpot CRM along with their feature.

Features And Benefits Offered By Zoho CRM

Pricing – The first thing that Zoho CRM offers is a clear subscription plan to use their services, starting from $14. This provides custom lead scoring, workflow automation, mass email dissemination support, and custom Dashboard creation. However, HubSpot CRM’s free version contains its branding, to remove this you can opt for its basic plan that starts from $45 a month which cost 38% than Zoho CRM, and offer 1000 marketing contact and in-app or Email chat support.
API – When it comes to third-party application integration with your CRM you need APIs that support the information or data import and export to smoothen the integration, which Zoho CRM offers for free. It has multiple pre-built APIs that you can. However, this feature is not available in HubSpot. This means if you want to integrate an app that you have to invest efforts in creating a new API. Besides, you can get assistance from Zoho Integration Consultants available at Techloyce.
Automation & Workflow – Also, it offers automation and custom workflow creation features, that one can use to lessen the burden from your teams and set recurring tasks e.g. reminder notification, email response, campaign, and support ticket allocation.
Social Listening & Contact Recording – Unlike HubSpot CRM, Zoho CRM offers a social listening feature in addition to contact recording, lead tracking, and monitoring. This provides a 360-degree view of the customer by fetching available data from social media. The sales and marketing team can use it to create personas and targeted messages. Moreover, it offers a user portal, custom reporting & dashboard, voice command feature to create critical reports and customize the lead scoring rule, and data security & administration.

Features And Benefits Offered By HubSpot CRM

Order Management – One feature that Zoho CRM doesn’t offer is order management, this feature allows one to create orders for product-centric businesses and track them throughout the journey from preparation to dispatch and until it is received by the customer. Moreover, it offers a customer portal where customers can track its order. Unlike Zoho CRM, HubSpot CRM is completely free to use. Therefore for small-scale businesses with a limited budget HubSpot can go long way.
Multiple Integration Support – Additionally, it offers a wide range of integration ranging from social media to project management and eCommerce. It also allows teams in lead management, contact synchronization, lead contact updating, and interaction recording, which one can view from a single dashboard, with detailed information.

Power & Flexibility – In terms of usage, HubSpot is considered more flexible than Zoho CRM. Since it is a marketing CRM that has evolved to provide one platform for managing every touchpoint ranging from website to support, live chat to email, and call to messages. Moreover, the interface of HubSpot CRM is easy to use requires minimum modification. Besides, its implementation requires a minute to complete while Zoho CRM required weeks.
360-Degree Contact Information & Communication Record – Lastly, HubSpot CRM is recognized for providing complete information on a customer that it gathers from website interaction to email subscriber, social media, and so on. This information is shared via a central system, that marketing and sales teams can use to create content and personalize services to provide contextual support to the customer. On top of this, it offers email automation where marketing teams can create intuitive email templates with drag-and-drop features, optimize campaigns, and track progress with utmost ease. Lastly, just like Zoho CRM offers a detailed reporting feature that one can easily view from the dashboard and customize it to match business needs. Besides, it offers a conversation intelligence feature that the sales and support team uses to provide contextual responses e.g. link to website, blog, user manual, etc. However, Zoho CRM offer AI sale support, Zoho Zia, which uses voice commands. One can use this to create complex and critical reports.

Conclusion

When it comes to implementing a customer relationship management tool into your system, it is important to review it thoroughly and compare features of more than two CRM. At the same time, to save effort, resources, and budget in managing subscriptions of multiple CRM, it is recommended that you opt for the CRM that offers a one-stop solution for sales, marketing, and support needs. Some of the top-tier CRM in this category include HubSpot, Zoho, and Odoo CRM, however, they vary in terms of their features, pricing, and usability, e.g HubSpot is free while to enjoy additional features you need to upgrade, however, Zoho CRM offers multiple packages which one can select to match their business needs.

Posted on December 6, 2021