Zoho CRM vs PlanMagic Finance Pro

Starting Price

$12.00/month/user

$195.00/one-time/user

Best For

Zoho CRM is for everyone, be it a small business or an enterprise. Sell smarter, better and faster with Zoho CRM.

Not provided by vendor

Rating


4.2 / 5
(3661)
Read All Reviews
(0)

Ideal number of Users

1 - 1000+

1 - 499

Ease of Use


4 / 5


  • "The ease of use is great and the ability to collaborate with office."

  • "Ease of use is excellent and Zoho's system appears to be quite robust."



Customer Support


4 / 5


  • "They keep on adding features daily, love customer support. But I also like is that they have divided each category for itself."

  • "Customer service is great, they are thorough and make sure to resolve any issues that come up."



Features & Functionality


4.1 / 5


  • "The system is very intuitive and leads you in the right direction, has a great flow for calls and customer information."

  • "The ease of setting up users and transferring leads back and forth along with the exporting reports make this a great interface."



Value for Money


4.2 / 5


  • "It is a feature rich package for a very competitive price and easy to scale up or down as needed with growth."

  • "Great price and great for templates and sending out mail."



Product Features

  • check Account Alerts
  • close Asset Management
  • close Expense Tracking
  • close Household Tracking
  • close Influence Tracking
  • check Lead Management
  • check Marketing Management
  • check Relationship Tracking
  • check Team Assignments
  • check Territory Management
  • check Account Alerts
  • check Asset Management
  • check Expense Tracking
  • close Household Tracking
  • close Influence Tracking
  • close Lead Management
  • close Marketing Management
  • close Relationship Tracking
  • close Team Assignments
  • close Territory Management

Screenshots

View 5 screenshots 107840 thumb
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Platform

Web/Installed

Mobile

Web/Installed

Mobile

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
  • 24/7 (Live Rep)
  • Business Hours
  • Online

Training

  • check In Person
  • close Live Online
  • check Webinars
  • check Documentation
  • close In Person
  • close Live Online
  • close Webinars
  • close Documentation

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Zoho CRM vs PlanMagic Finance Pro

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