Apptivo CRM vs. Zoho

CRM Resources Apptivo CRM vs. Zoho

Comparing two CRMs: Apptivo CRM vs. Zoho

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If you’re looking for a well-reputed customer relationship management (CRM) software, Apptivo CRM and Zoho are great choices to consider. These CRM solutions are widely-used by businesses worldwide.

Apptivo CRM is an affordable business solution that helps companies organize complex sales processes into a streamlined business flow. Zoho CRM is an omnichannel enterprise platform that helps global businesses take control of their business processes to build lasting customer relationships. 

We’ll compare the features of Apptivo CRM and Zoho in this article to equip you with useful information in deciding which CRM software suits your business better. You can also use our Product Selection Tool if you want to get a free list of other recommended CRM solutions.

Apptivo CRM vs. Zoho: An overview

Apptivo CRM is a feature-rich CRM solution that offers a complete set of sales and marketing tools. This CRM is ideal for small to mid-sized businesses. Apptivo CRM has a free plan and affordable priced plans. Apptivo CRM provides the following features:

  • contact management
  • lead and opportunity management
  • collaboration
  • sales planning
  • customer service ticket management
  • invoicing
  • campaign management
  • reporting
  • project management
  • mobile access

Zoho is a web-based CRM designed to attract, retain, and satisfy customers to help the business grow. This CRM software can handle the needs of SMBs and large organizations. Like Apptivo CRM, Zoho has a free plan. It offers low-end prices, too. The CRM features of Zoho include:

  • account and contact management
  • lead management
  • workflow automation
  • advanced analytics
  • process management 
  • marketing automation
  • mobile access

Apptivo CRM vs. Zoho: Feature comparison

Apptivo CRM and Zoho have features for contact management, lead management, and mobile access.

Contact management

Apptivo CRM provides businesses with a centralized database where they can quickly and effectively collect all contacts. With the Apptivo contact management feature, users can collaborate with contacts anytime. Users can upload contacts in bulk from any source via CSV files. Being directly integrated with Google and Yahoo, users can also import contacts from their Google and Yahoo accounts. Contacts in Apptivo CRM can be converted into a lead or a customer easily, without having to re-enter data in the system. Businesses can get spam-free contact data as Apptivo enables users to configure and customize their own duplication rules.

Zoho empowers users to closely manage accounts under their control. With Zoho CRM’s contact management feature, users can manage contacts, keep track of their interactions, and communicate from within the comfort of the CRM. The CRM software provides a complete overview of a company’s contacts, deals, and tasks in one place. Users can view all the contact information from a single location, including the latest customer activity, associated contacts, and ongoing projects. They can also monitor customer feedback on social networking sites and add leads from social media back to the CRM system. 

Lead management

Apptivo CRM’s lead management feature assigns a rank/score to each sales prospect based on the understanding of their interests and buying intentions. The software has lead scoring capabilities that allow businesses to prioritize the leads and concentrate on the most active and high-value leads. Users can identify leads and upon qualifying, convert them into a contact, customer, and opportunity. Apptivo CRM has customizable filters and sortable leads views, too. 

With Zoho’s lead management feature, users can generate, organize, and manage leads with ease. Users can automate lead generation from multiple sources, like websites, chats, social media, and trade shows. With Zoho’s lead scoring capability, leads can be distributed to the right reps-ensuring the conversion of quality leads. This feature comes with predefined workflow rules that let users assign leads to sales reps based on geography, product, or department. The CRM enables users to identify quality leads from a pool of incoming leads and nurture promising leads to conversion. 

Mobile access

The Apptivo CRM has a native mobile application that allows users to work on-the-go. The Apptivo app enables users to manage sales pipeline and track projects from their smartphones. Additionally, users can send invoices and manage payments online, log employees’ working or worked hours on each task, and record business expenses. Users can also manage customer orders and inventory intricately with the Apptivo app. This mobile application is available for iOS and Android devices.

Zoho also has a mobile application for iOS and Android devices that allows users to stay up-to-date and gain insights on key metrics and sales trends. With the Zoho CRM mobile app, users can record customer visits and add voice notes and files to deals within the CRM system. Users can also access and modify their information even when they are offline. The mobile app enables users to log calls and schedule follow-up activities after a call. Users can also look up contact information with Zoho’s global search and initiate a call right away. The Zoho mobile app has a Feeds feature that lets sales managers stay informed of their team’s progress and guide them with valuable insights at crucial deal stages. 


Apptivo CRM seamlessly integrates with platforms for productivity, collaboration, eCommerce, file sharing, and website creation:

  • Office 365 
  • Slack
  • PayPal  
  • Dropbox Business  
  • WordPress

Third-party integrations for Zoho include tools for cloud storage, eCommerce, collaboration, file syncing, and remote access:

  • Google Drive  
  • PayPal  
  • Trello
  • Dropbox Business  
  • TeamViewer  

Deciding between Apptivo CRM and Zoho

Apptivo CRM and Zoho are tried and tested by numerous businesses when it comes to fostering customer relationships. In deciding which CRM software to pick, here are some additional details you might want to consider.

Apptivo CRM is versatile, intuitive, and robust. It has features that can help businesses manage everything from sales to customer support. However, this CRM system runs slow. Implementation of Apptivo CRM also takes time. Also, the software offers limited integrations.

Zoho offers limitless configuration capabilities. It is user friendly and has powerful email marketing tools. That being said, implementation of Zoho CRM is cumbersome and time consuming. Exporting data in this CRM is complicated.

You can explore other CRM software options if you’re still undecided. Use our Product Selection Tool to get a free list of up to five CRM solutions you can trust.

Not seeing the features you need from your next CRM? Let TechnologyAdvice recommend software that fits your needs.

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CRM Resources Apptivo CRM vs. Zoho