ProTrak CRM vs Zoho CRM

Starting Price

Not provided by vendor

$12.00/month/user

Best For

ProTrak CRM caters to Institutional Asset Managers, Hedge Funds, Private Equity, Funds of Funds, Wealth Managers, Family Offices, Consultants and Intermediaries servicing the Financial Industry.

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

Rating


5 / 5
(3)

4 / 5
(3451)
Read All Reviews

Ideal number of Users

2 - 1000+

1 - 1000+

Ease of Use


5 / 5

4 / 5

Customer Support


5 / 5

4 / 5

Features & Functionality


4 / 5

Value for Money


4 / 5

Product Features

  • close Account Alerts
  • check 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
  • 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

Screenshots

View 2 screenshots 99031 thumb
View 5 screenshots 107840 thumb

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

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ProTrak CRM vs Zoho CRM

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