Adaptive Insights vs Zoho CRM

Starting Price

Not provided by vendor

$12.00/month/user

Best For

Finance and FP&A teams who are still using spreadsheets for budgeting and forecasting, but need an affordable solution to solve for broken links, data integrity issues, and version control errors.

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

Rating


4.5 / 5
(163)
Read All Reviews

4.2 / 5
(3570)
Read All Reviews

Ideal number of Users

1 - 1000+

1 - 1000+

Ease of Use


4.2 / 5


  • "I like how it is clean and user friendly. I like how it helps you build a driver-based forecasting model that helps inhibit accountability."

  • "I like how it is easy to use and that they thought of the things that we really need to do our job. It looks good and works."


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


4.4 / 5


  • "They're responsive and treat their customers great. Their customer support is one of the best I've ever worked with."

  • "My one gripe with Adaptive is their 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


4.4 / 5


  • "Adaptive is overall a great tool. D like to see the UI improved to be more on par with new tech."

  • "The best pro of this tool: Is the adaptability, because allow built the model according your specific needs."


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


4.4 / 5


  • "Awesome tool for budgeting and forecasting. We don't even maximize the product and still love it."

  • "Significant upgrade from spreadsheets. Improved budgeting process and provided useful reports."


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 Competitor Analysis
  • check Correlation Analysis
  • check Dashboard
  • check Dynamic Modeling
  • check Exception Reporting
  • check Graphical Data Presentation
  • check Modeling & Simulation
  • check Performance Metrics
  • check Sales Trend Analysis
  • check Statistical Analysis
  • close Competitor Analysis
  • close Correlation Analysis
  • check Dashboard
  • close Dynamic Modeling
  • check Exception Reporting
  • check Graphical Data Presentation
  • close Modeling & Simulation
  • check Performance Metrics
  • check Sales Trend Analysis
  • check Statistical Analysis

Screenshots

View 5 screenshots 39276 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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Adaptive Insights vs Zoho CRM

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