Zoho Vs Pipedrive 2023: Which One Is The Best? (Top Pick)

Modular Capabilities:

When you think of a CRM, you probably just consider the management of sales data and activities. Nevertheless, some CRMs expand their native features to aid in other areas, including marketing, customer support management, and inventory management.

Pipedrive and Zoho CRM provide similar capabilities, although on a different scale, and solutions for managing sales-related data and the sales process that are roughly equivalent.

Regarding the remaining components, however, Zoho is better. For example, Zoho’s CRM includes marketing modules for designing and distributing bulk email campaigns.

In addition, it is possible to construct consumer marketing segments, implement Google advertisements, monitor social media activity, and enhance contact information via social media accounts. In addition, teams may provide comprehensive assistance for customer service situations and manage inventories, quotations, and bills.

Regarding Pipedrive, there are no tools for customer support management to accept, allocate, and handle client problems. In addition, the offered marketing tools are limited to executing email marketing campaigns utilizing CRM-stored templates.

However, Pipedrive has great quote management capabilities. With Smart Docs, users can effortlessly generate and submit signable proposals and contracts that include system-populated data.

Zoho CRM wins this category because it’s marketing, customer service, and inventory management modules provide a more comprehensive array of tools and capabilities.

Reporting & Analytics:

The reporting capabilities of a CRM enable sales managers to make operational changes and strategic choices based on the CRM’s performance and activity data. Both tools enable customers to produce customized reports for insights on deal progression, sales pipeline health, goal objectives, lead channels, and revenue projections.

Each CRM is also equipped with artificial intelligence (AI) technology that provides insights into chores that may be automated and where to focus next.

Each platform offers almost identical functionality, with the distinction that Zoho permits scheduled reporting, whereas Pipedrive does not.

Aside from that, differences are determined by product value and which plans to give the most for the lowest price. For example, the AI Sales Assistant and most reporting features are accessible under the Essentials package. On the other hand, the Enterprise plan of Zoho CRM does not have Zia and the majority of analytics tools.

Pipedrive wins this category because its Essentials package includes most of its analytics and reporting tools and the AI Sales Assistant tool for only $14.90 per user per month. Comparatively, Zoho CRM’s Enterprise subscription costs $40 per month per user to access most of these features.

Mobile Application:

A mobile CRM application enables you to access your CRM features from your phone while on the road, which is very useful for outside sales representatives who spend significant time with clients.

Both CRMs enable users to create, modify, and monitor deal and lead records on the mobile app and synchronize the data with the online application. In addition, they may make and track calls and see contact locations on a map to obtain instructions.

This category is a tie since the mobile versions of both CRMs provide essentially the same functionality.

Integration Capabilities:

Integrations provide customers access to extra CRM features and the capability to synchronize CRM data with other business productivity applications.

Pipedrive and Zoho CRM interact with hundreds of popular third-party applications, including Slack, Mailchimp, Facebook, and Trello, either directly or through Zapier. The primary distinction between platforms is the overall amount of tools and extensions offered by Zoho CRM, most of which are native software.

In addition to the CRM capabilities and external connectors, Zoho develops various tools with the same interface and user experience as its CRM.

Zoho Analytics delivers superior analytics on company data, while Zoho Desk is an omnichannel solution for customer interaction. All of them can connect to Zoho CRM to synchronize data in both directions and increase production capabilities.

Zoho CRM wins the integration category because it offers more third-party integration possibilities and an infinite number of native software tools. Still, both systems provide a variety of integration alternatives.

Best Customer Support:

Both CRM vendors provide abundant online resources, including help centers, tutorials, and user-to-user discussion boards. Pipedrive provides live chat and email support 24 hours a day, 7 days a week, and online phone help for Enterprise subscription customers.

Paid customers of Zoho CRM get access to phone and live chat assistance during typical business hours, 24/5 or 24/7, depending on their package, while all users have access to email support.

Zoho CRM wins the customer support category by a narrow margin due to its online resources and customer care channels. You might argue, however, that if a user chose 24/7 availability above the variety of channels, Pipedrive would be the superior alternative.

Most User-friendly:

Even though Zoho CRM is not an extremely complicated CRM system to use in general, based on my research and user feedback, it falls short compared to Pipedrive.

Zoho necessitates a higher level of technical expertise than Pipedrive, particularly when creating a new account, due to its robust collection of features and interface, including several buttons and navigational choices.

On the other hand, Pipedrive is acclaimed by its users for its usability. Each module is accessible through a basic menu sidebar with just a few buttons. The interface is more streamlined due to the usage of a simpler color scheme, clear and consistent text typefaces, and explicit instructions on how to utilize the features on each page.

Pipedrive wins the usability category due to the simplicity of account creation and system design, the cleaner layout, and the simple interface based on my assessment and evaluations from real users.

Most Affordable:

Pipedrive, which does not provide a free plan, begins at only $14.90 per user per month for 3,000 manageable deals and contact organizing capabilities.

It is also entirely scalable, with two-way email sync, configurable email templates, and video call scheduling available for as little as $24.90 per user each month. Advanced capabilities such as Smart Docs and contact timelines begin with the $49.90 / month Professional plan per user.

The free package for Zoho CRM allows up to three people to handle leads, sales, and tasks. After that, all paid plans cost less than what Pipedrive provides.

Paid plans begin at $14 per user per month for Standard plan features such as sales forecasting and custom data fields, and then increase to $23 per user per month for Google advertisements and inventory management tools. Even the Enterprise and Ultimate plans are affordable, enabling sophisticated customer support and segmentation.

Zoho CRM wins the pricing category because of the free plan availability and low-cost premium plans that enable organizations to expand their CRM to their requirements.