Although many reasonable CRM solutions are available in the market, the perfect universal solution that works for everyone is still not a reality.
Zoho CRM is an excellent project management and CRM software. It is as good as they can get, with a wide range of features and impressive functionalities. And although it has over 20 million users, it might still not be the perfect solution for you.
Your reason may be different than anyone else’s, but If you still don’t want to use Zoho – whatever the reason maybe – you should know that you are in no shortage of alternatives.
There are plenty of Zoho alternatives to be found on the market, and in this article, we are going to take a look at some of the best options and why they may be better for you than Zoho.
What are we looking for in Zoho alternatives?
- Good functionality
- Ease of use
- Unique features that make it stand out from other business management tools
- A Trustworthy provider
- Regular Updates
- High-security standards
Zoho Alternatives to Consider for your Business:
So, grab yourself a nice cup of coffee (or tea if you’re from England, or if you like tea), and let’s start.
Salesforce CRM is a part of Salesforce’s extensive sales and marketing solutions. Those solutions include different systems for analytics, marketing, community cloud, and service.
Salesforce CRM is an excellent Zoho alternative designed to help users track all customer information and interactions and store them in one location. The lead management, sales Data, Marketing Automation, and Partner management applications enable users to follow these leads until the moment they are ready for conversion.
The solution also can increase the productivity of your sales team as they can continue working regardless of their location. Thanks to mobile applications that work on devices running iOS and Android, they can get real-time data from the dashboards and custom reports, so they are never missing out.
Salesforce Sales Cloud helps users get insights from varied, real-time customer data as well as create critical reports, territory models, and even sales forecasts.
Sales Cloud from Salesforce also integrates with third-party applications and systems smoothly, and those integrations include Zendesk, Desk.Com, Zuora, TeamSupport, FinancialForce ERP, and much other major accounting, sales, and CRM solutions.
You can also take a moment to learn about the Top Salesforce Alternatives.
Why Use Salesforce?
- Salesforce allows you to accelerate productivity with mobile applications
- Create a systematic pipeline from lead to conversion
- Collect all your data in one place
- Set metrics-based goals and amplify winning performances of sales reps for a bit of healthy competition
- Get more insights in real-time and more detailed reporting and analytics
Basecamp is one of the most successful and commonly used project management suites you can find today. It’s widely regarded as one of the best and most reliable project management services that can be set up in no time and needs no prior experience or professional training to start using it right away.
It’s straightforward to set up an account and then jump right into the process of project management with Basecamp. It enables you to organize team members, delegate tasks, and monitor the progress right from the beginning.
A Flexible pricing scheme helps Basecamp stand out from the crowd as it refuses to charge a company per user and give all clients access to the same features.
Basecamp comes with a wide array of features and tools that allow users to monitor their projects efficiently and ensure that things are done on time and budget. The solutions are cloud-hosted, which means you never have to worry about updates or maintenance.
In Basecamp, all tasks will be organized onto-do lists, with due ranges and dates. They will be assigned to employees to avoid all sorts of confusion, and you will get to prioritize and reorder tasks, and tailor the system, so it best suits your needs. Basecamp also summarizes the accomplishments at the end of every operation and lets you generate automated reports for convenience and time-saving purposes.
You can also use Basecamp as your documents and files manager as it allows you to store, tag, link, comment on, or share your corporate information quickly thanks to a drag-and-drop feature.
Why Use Basecamp?
- Can manage multiple users’ work and projects
- Manage boards and share and discuss new ideas and projects
- In-app collaboration with your team
- Report on project performance
- Separate dashboard for clients only (to show to clients)
- Desktop and email notifications
Insightly is one of the most popular online small business CRM solutions. It’s used by over 500,000 users around the globe and is regarded as one of the best Cloud-based CRM solutions for small businesses that offer specific, enterprise-level modules for large businesses and organizations.
Some of the features that have helped Insightly climb to the top are Contact management, task management, and pipeline management. These features help users get clear sales visibility and an excellent overview of their business. They help users track deliverables to the customer and improve customer communication as well as improve collaboration within the business itself to achieve higher levels of productivity and efficiency.
Insightly works on devices running iOS and Android (as well as Kindle devices) to allow users to do their work regardless of their location. For even more functionality, Insightly integrates with many third-party applications, systems, and services.
These integrations include Google Apps, Google Gmail, Office, Outlook, Evernote, and more.
Insightly’s pricing scheme is flexible enough to suit most businesses, and they offer a free plan for startups and small businesses.
Why Use Insightly?
- Takes little to no time to learn and is easy to use
- Allows you to manage leads, contacts, partners, organizations, suppliers, and vendors
- You can track project activity and performance against milestones
- Get a better overview of your business and look at it any way you want with a task dashboard, reports, activity sets, and more.
- Go social smoothly by just entering your email address and letting the software detect the associated social networks
- Easy integrations with other programs thanks to the conventional HTTP REST API
Bitrix24 is a popular project management tool that offers project management, time management, and document management and tasking in a single solution. These tools and more are provided in a social-style environment which includes useful features such as instant messaging, content sharing, liking, commenting, and more.
Bitrix24 was designed to help businesses by making communications simpler than before, and they are done with the help of both social features (as mentioned above) and automated processes such as notifications, assisted reporting, and subscriptions to groups or discussions. Bitrix24 also offers practical solutions to help users manage their business online – tools that are flexible for each operation ,such as reports, tasks, sales processing, and more.
Why Use Birtx24?
- It’s free for up to 12 users
- Virtual telephone calling is available
- Time planning features such as calendars, event schedule, and meeting manager
- Store, search, discuss and share files and documents
- Coordinate tasks, projects, and schedules
- Social intranet for internal communication
- Employee workload management
Scoro is an online business management software that is designed for small to mid-sized businesses, especially those who are in the fields of information technology, consulting, and advertising.
Scoro offers many useful features for that business; those features include work scheduling and tracking, quoting and billing, customer relations management, collaboration, project management, dashboards, and advanced reporting.
The solution features a user-friendly interface that is very easy to get used to quickly and eliminates the need to switch between solutions and email clients.
Scoro’s main strength, however, lies in its excellent control hub. This control hub is displayed the account information, critical performance data, events, and other vital aspects of the business.
Scoro is the only platform from which managers can control their business from a single location. As for the CRM side of things, Scoro keeps all contact details – both customers and suppliers – on a single page where they can be searched, sorted, and filtered easily.
Overall, Scoro is an excellent comprehensive project management solution, and it’s genuinely one of the best available on the market right now.
Why Use Scoro?
- Quickly get a complete overview of any project on a single page – with all the details you need such as invoices and expenses, tasks and meetings, time spent and billed, comments and files, and more.
- Assign and delegate tasks effectively
- Quotes and invoices
- Track the company’s performance and all the important KPIs on a beautifully designed dashboard
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If you have any thoughts, questions, or comments, why not leave a comment below and we will get back to you as soon as possible.
Before you go, you might want to check out the best accounting software for small business in 2018.