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Compare Apptivo and Zoho CRM 
At a Glance
Market Segments
Small-Business (82.3% of reviews)
Small-Business (61.9% of reviews)
Entry-Level Pricing
$20.00 1 User Per Month
Free
Apptivo
Star Rating
(214)4.4 out of 5
Market Segments
Small-Business (82.3% of reviews)
Entry-Level Pricing
$20.00 1 User Per Month
Browse all 4 pricing plansZoho CRM
Star Rating
(2,796)4.1 out of 5
Market Segments
Small-Business (61.9% of reviews)
Entry-Level Pricing
Free
Free Trial is available
Browse all 5 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users report that Zoho CRM excels in its Sales Force Automation features, particularly in Contact & Account Management with a score of 8.5, while Apptivo's score of 8.3 indicates it is slightly less effective in this area.
- Reviewers mention that Apptivo shines in Quality of Support, achieving a score of 9.0 compared to Zoho CRM's 7.6, highlighting Apptivo's commitment to customer service and responsiveness.
- G2 users note that Zoho CRM's Email Marketing capabilities, particularly in Sending Outbound Emails (8.1), are superior to Apptivo's lower score of 6.9, indicating a more robust email marketing toolset in Zoho CRM.
- Users on G2 report that Apptivo's Ticket and Case Management features, especially in Ticket response user experience (9.3), significantly outperform Zoho CRM's score of 9.0, suggesting a more user-friendly interface for managing customer support tickets.
- Reviewers say that Zoho CRM offers better Marketing Automation tools, particularly in Email Marketing (8.0), compared to Apptivo's 6.9, indicating a more comprehensive approach to marketing campaigns.
- Users report that Apptivo's Configuration features, especially in Guided Selling (8.5), are more intuitive than Zoho CRM's 8.2, making it easier for users to navigate and utilize the software effectively.
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Pricing
Entry-Level Pricing
Apptivo
Lite
$20.00
1 User Per Month
- 18 Apps
- 100 Custom Fields per app
- 25 Workflows
Zoho CRM
Free Edition
Free
With three free users and essentials like leads, documents and mobile apps, it’s a perfect fit
for your home business.
- Leads, Contacts, Accounts
- Tasks, Events, Call log, and Notes
- Opportunities
Free Trial
Apptivo
Free Trial is available
Zoho CRM
Free Trial is available
Ratings
Meets Requirements
8.5
171
8.4
2,378
Ease of Use
8.3
177
8.3
2,389
Ease of Setup
7.8
107
7.8
1,117
Ease of Admin
8.1
103
8.0
996
Quality of Support
9.1
169
7.6
2,178
Has the product been a good partner in doing business?
9.0
101
8.0
973
Product Direction (% positive)
8.7
171
8.0
2,313
Features by Category
Sales Force Automation
8.3
103
|
Verified
8.5
1540
|
Verified
6.6
65
8.2
800
|
Verified
7.6
97
|
Verified
8.2
1464
|
Verified
8.1
90
|
Verified
8.1
1548
|
Verified
7.1
61
|
Verified
7.8
1115
|
Verified
7.2
73
|
Verified
8.3
597
|
Verified
7.7
76
|
Verified
7.9
1145
|
Verified
7.7
74
|
Verified
7.9
1131
|
Verified
7.5
75
|
Verified
8.2
1245
|
Verified
Marketing Automation
6.9
75
|
Verified
8.0
1267
|
Verified
7.1
67
|
Verified
7.9
1230
|
Verified
7.9
89
|
Verified
8.3
1442
|
Verified
6.3
60
7.9
1059
|
Verified
Customer Support
7.6
73
|
Verified
8.0
1129
|
Verified
8.0
74
|
Verified
7.8
1132
|
Verified
7.6
72
|
Verified
7.9
1167
|
Verified
7.8
68
7.7
1003
|
Verified
7.6
64
|
Verified
8.0
1045
|
Verified
Reporting & Analytics
7.0
82
|
Verified
8.1
1425
|
Verified
7.8
84
|
Verified
8.2
1482
|
Verified
6.5
62
|
Verified
8.0
983
|
Verified
Mobile & Social
6.4
61
8.0
1014
|
Verified
6.6
64
8.0
1026
|
Verified
7.5
69
|
Verified
8.0
1130
|
Verified
Platform
8.1
80
|
Verified
8.1
778
|
Verified
7.7
71
|
Verified
8.1
754
|
Verified
8.2
76
|
Verified
8.4
783
|
Verified
7.1
59
8.0
576
|
Verified
6.0
53
7.7
478
|
Verified
7.1
62
|
Verified
8.0
650
|
Verified
8.2
70
|
Verified
8.3
769
|
Verified
7.4
64
|
Verified
8.0
597
|
Verified
Integration
7.5
68
|
Verified
8.3
590
|
Verified
6.8
57
|
Verified
8.0
572
|
Verified
6.6
52
7.9
541
|
Verified
Generative AI
7.0
23
8.2
118
Agentic AI - CRM
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Ticket and Case Management
9.3
10
|
Verified
Not enough data
9.3
10
|
Verified
Not enough data
8.6
11
|
Verified
Not enough data
8.7
10
|
Verified
Not enough data
7.8
10
Not enough data
8.2
10
|
Verified
Not enough data
8.2
11
Not enough data
9.1
11
|
Verified
Not enough data
Generative AI
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Help Desk
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Communication Channels
8.3
10
|
Verified
Not enough data
8.8
11
|
Verified
Not enough data
9.1
11
Not enough data
7.8
10
Not enough data
7.7
10
|
Verified
Not enough data
Platform
9.2
6
|
Verified
Not enough data
9.0
8
|
Verified
Not enough data
9.6
8
|
Verified
Not enough data
6.3
5
|
Verified
Not enough data
9.7
10
|
Verified
Not enough data
9.0
10
|
Verified
Not enough data
Configuration - cpq
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
8.2
50
Not enough data
8.3
46
Not enough data
8.4
51
Pricing
Not enough data
8.1
52
Not enough data
7.7
47
Not enough data
8.1
46
Not enough data
8.3
49
Not enough data
8.6
49
Not enough data
8.5
47
Quoting
Not enough data
8.3
49
Not enough data
8.2
43
Not enough data
8.1
44
Not enough data
8.1
46
Not enough data
8.4
43
Admin
Not enough data
8.2
74
Not enough data
7.5
69
Not enough data
8.1
72
Not enough data
8.2
69
Channels
Not enough data
8.1
48
Not enough data
7.7
44
Not enough data
8.1
41
Platform
Not enough data
8.3
74
Not enough data
8.0
70
Not enough data
7.8
64
Not enough data
8.4
75
Not enough data
8.3
77
Not enough data
8.3
6
Generative AI - cpq
Not enough data
6.7
6
Not enough data
6.7
6
Not enough data
6.9
6
Competition
Not enough data
8.7
57
|
Verified
Not enough data
8.7
56
|
Verified
Not enough data
8.7
56
|
Verified
Not enough data
8.5
52
|
Verified
Not enough data
8.5
54
|
Verified
Not enough data
7.9
17
Agentic AI - Sales Gamification
Not enough data
Not enough data
Integrations
Not enough data
8.9
60
|
Verified
Not enough data
8.7
58
Not enough data
8.7
44
Platform
Not enough data
8.8
64
|
Verified
Not enough data
8.9
63
|
Verified
Not enough data
8.8
57
|
Verified
Not enough data
8.8
62
|
Verified
Not enough data
8.8
62
|
Verified
Employee Features
Not enough data
8.9
65
|
Verified
Not enough data
8.8
67
|
Verified
Not enough data
8.9
67
|
Verified
Tasks
8.4
20
|
Verified
Not enough data
8.3
20
|
Verified
Not enough data
8.4
21
|
Verified
Not enough data
8.5
19
|
Verified
Not enough data
8.3
20
|
Verified
Not enough data
Feature Not Available
Not enough data
8.2
20
|
Verified
Not enough data
Feature Not Available
Not enough data
Projects
8.6
18
|
Verified
Not enough data
8.3
18
|
Verified
Not enough data
7.7
17
|
Verified
Not enough data
8.1
18
|
Verified
Not enough data
8.3
20
|
Verified
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
8.8
19
|
Verified
Not enough data
Feature Not Available
Not enough data
7.9
17
|
Verified
Not enough data
7.6
16
|
Verified
Not enough data
Resource Management
8.3
17
|
Verified
Not enough data
8.0
17
|
Verified
Not enough data
7.9
20
|
Verified
Not enough data
Project Monitoring
8.0
15
|
Verified
Not enough data
8.0
15
|
Verified
Not enough data
8.7
19
|
Verified
Not enough data
Generative AI
7.5
6
Not enough data
7.5
6
Not enough data
Agentic AI - Project Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Lead Generation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Lead Facilitation
Not enough data
8.4
69
Not enough data
8.8
70
Not enough data
8.8
70
Not enough data
8.9
70
Organization
Not enough data
8.6
71
Not enough data
8.4
70
Not enough data
8.6
70
Performance Analysis
Not enough data
Feature Not Available
Not enough data
8.6
72
Sales Analysis
Not enough data
8.4
66
Not enough data
8.5
70
Generative AI
Not enough data
8.3
24
Not enough data
8.1
24
Agentic AI - AI Sales Assistant
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Integrated Workflows
Not enough data
8.7
135
Not enough data
8.8
132
Not enough data
8.2
122
Not enough data
8.1
117
Not enough data
8.8
130
Not enough data
8.8
130
Not enough data
8.4
124
Repeatability and Reportability
Not enough data
8.4
122
Not enough data
8.5
126
Not enough data
8.5
119
Not enough data
8.1
115
Not enough data
7.9
98
AI and Automation
Not enough data
8.3
123
Not enough data
8.5
122
Not enough data
8.2
117
Not enough data
8.1
110
Not enough data
7.8
104
Generative AI
Not enough data
7.7
46
Agentic AI - Sales Engagement
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Customer Requirements
Not enough data
8.3
42
Not enough data
8.3
41
Not enough data
8.3
43
Contracts
Not enough data
8.3
41
Not enough data
8.2
38
Not enough data
8.3
41
Revenue
Not enough data
8.5
42
Not enough data
8.5
41
Not enough data
8.5
38
Platform Basics
Not enough data
8.4
88
Not enough data
8.5
83
Not enough data
8.5
87
Not enough data
8.4
79
Not enough data
8.7
46
Agentic AI - Customer Journey Mapping
Not enough data
Not enough data
Content
Not enough data
8.9
69
Not enough data
8.6
66
Not enough data
8.5
66
Not enough data
8.6
67
Not enough data
8.6
65
Collaboration
Not enough data
8.7
66
Not enough data
8.5
68
Not enough data
9.0
70
Not enough data
8.9
73
Not enough data
8.6
67
Not enough data
8.6
65
Bill Generation
8.8
17
Not enough data
8.7
18
Not enough data
8.6
16
Not enough data
Bill Processing
8.6
17
Not enough data
7.9
15
Not enough data
8.3
17
Not enough data
Integration
8.3
16
Not enough data
8.8
16
Not enough data
7.7
15
Not enough data
Agentic AI - Billing
Not enough data
Not enough data
Lead Monitoring
Not enough data
9.0
14
Not enough data
8.9
14
Not enough data
8.7
14
Agentic AI - Lead Capture
Not enough data
Not enough data
Not enough data
Not enough data
Data Capture
Not enough data
8.8
14
Not enough data
9.2
14
Not enough data
8.6
14
Not enough data
8.9
14
Analytics
Not enough data
9.5
14
Not enough data
9.2
14
Customization
Not enough data
9.3
14
Not enough data
9.0
14
Not enough data
8.8
14
Not enough data
8.9
14
Generative AI
6.9
6
Not enough data
6.9
6
Not enough data
Before the Job
9.0
23
Not enough data
7.8
20
Not enough data
8.1
24
Not enough data
8.2
20
Not enough data
On the Job
7.8
20
Not enough data
7.9
21
Not enough data
8.0
19
Not enough data
7.9
21
Not enough data
8.3
18
Not enough data
After the Job
7.9
22
Not enough data
7.0
20
Not enough data
8.3
20
Not enough data
8.5
21
Not enough data
Agentic AI - Field Service Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Lead Scoring
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Attribution
Not enough data
8.8
10
Not enough data
9.0
10
Not enough data
8.3
10
Discovery
Not enough data
9.0
10
Not enough data
8.7
10
Not enough data
8.7
10
Management
Not enough data
8.7
10
Not enough data
8.7
10
Platform
Not enough data
8.5
10
Not enough data
8.8
10
Agentic AI - Sales Performance Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Incentives
Not enough data
8.2
132
|
Verified
Not enough data
8.4
139
|
Verified
Not enough data
8.0
131
|
Verified
Not enough data
8.4
140
|
Verified
Personalization
Not enough data
8.5
156
|
Verified
Not enough data
8.6
157
|
Verified
Not enough data
8.6
163
|
Verified
Not enough data
8.4
150
|
Verified
Administrative
Not enough data
8.4
149
|
Verified
Not enough data
8.5
152
|
Verified
Not enough data
8.3
140
Agentic AI - Email Tracking
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Analytics
Not enough data
8.3
112
Not enough data
8.4
118
Not enough data
8.4
119
Customizations
Not enough data
8.7
124
Not enough data
8.7
121
Not enough data
8.7
121
Not enough data
8.7
117
Not enough data
8.5
122
Generative AI
Not enough data
8.0
34
Agentic AI - Sales Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Data Sourcing
Not enough data
8.2
114
Not enough data
8.3
118
Not enough data
8.2
112
Not enough data
8.5
123
Not enough data
8.4
115
Predictive Analytics
Not enough data
8.5
115
Not enough data
8.3
108
Not enough data
7.9
95
Not enough data
8.1
101
Sales Management
Not enough data
8.4
121
Not enough data
8.2
100
Not enough data
8.4
114
Not enough data
8.7
121
Agentic AI - Sales Enablement
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Content Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Presentation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Accounting & Finance
Not enough data
Not enough data
Time Tracking
7.5
19
Not enough data
8.1
20
Not enough data
7.9
19
Not enough data
Client Invoicing
9.2
15
Not enough data
9.2
14
Not enough data
Feature Not Available
Not enough data
Mobile Time Tracking
8.0
16
Not enough data
Administration
8.3
16
Not enough data
8.2
17
Not enough data
8.6
17
Not enough data
8.6
14
Not enough data
8.8
17
Not enough data
Platform
8.5
17
Not enough data
9.4
14
Not enough data
9.0
13
Not enough data
9.0
17
Not enough data
8.4
15
Not enough data
Feature Not Available
Not enough data
Categories
Categories
Shared Categories
Apptivo and Zoho CRM are categorized as CRM
Unique Categories
Apptivo is categorized as Time Tracking, Billing, Help Desk, Field Service Management, and Project Management
Zoho CRM is categorized as Client Portal, Customer Journey Mapping, Quote-to-Cash, Sales Engagement, AI Sales Assistant, Sales Analytics, Quote Management, Email Tracking, Sales Gamification, Sales Performance Management, CPQ, Lead Capture, Lead Scoring, and Sales Enablement
Reviews
Reviewers' Company Size
Apptivo
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Zoho CRM
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Information Technology and Services
6.7%
Construction
6.7%
Marketing and Advertising
6.2%
Telecommunications
3.8%
Real Estate
3.8%
Other
72.9%
Information Technology and Services
16.6%
Computer Software
9.9%
Marketing and Advertising
9.0%
Real Estate
3.5%
Financial Services
3.5%
Other
57.4%
Most Helpful Reviews
Apptivo
Most Helpful Favorable Review
Vernessa T.
Verified User in Writing and Editing
I like how detail views are available from most places; call logs, projects, tasks, notes can be associated with a contact or company or opportunity. The integration with email is excellent, right down to making it easy to connect your email boxes. One...
Most Helpful Critical Review
Jonathan C.
Verified User in Events Services
i think some change on Graphical user Interface to make it more pleasant on the eyes of new user
Zoho CRM
Most Helpful Favorable Review
Danealle M.
Verified User in Insurance
1. Ease of importing contacts from Outlook. 2. Leaving a client appointment and typing in my notes and follow up tasks while I'm in my car. Ideas and meeting takeaways are freshest in my mind immediately after appointment. 3. MS Outlook plugin. Since...
Most Helpful Critical Review
Verified User in Real Estate
Where do I begin? There were so many features that were so buggy, I simply could not use them. Macros, Zoho Docs, Custom Field Mapping are just a few of the features that were so buggy, I had to report them to support. And their support is their...
Vernessa T.
Verified User in Writing and Editing
I like how detail views are available from most places; call logs, projects, tasks, notes can be associated with a contact or company or opportunity. The integration with email is excellent, right down to making it easy to connect your email boxes. One...
Danealle M.
Verified User in Insurance
1. Ease of importing contacts from Outlook. 2. Leaving a client appointment and typing in my notes and follow up tasks while I'm in my car. Ideas and meeting takeaways are freshest in my mind immediately after appointment. 3. MS Outlook plugin. Since...
Jonathan C.
Verified User in Events Services
i think some change on Graphical user Interface to make it more pleasant on the eyes of new user
Verified User in Real Estate
Where do I begin? There were so many features that were so buggy, I simply could not use them. Macros, Zoho Docs, Custom Field Mapping are just a few of the features that were so buggy, I had to report them to support. And their support is their...
Alternatives
Discussions
Do I have to pay for each app I use?
1 comment
Official Response from Apptivo
No, all apps are included within the single monthly price, offering unparalleled value for your business.Read more
Can I access Apptivo Apps using my Mobile phone?
1 comment
Official Response from Apptivo
Apptivo is accessible through all mobile phones using our Android, iOS, or Windows apps. You can also use your mobile web browser to access Apptivo as well.Read more
Do I need an experienced IT consultant to setup/manage my account?
1 comment
Official Response from Apptivo
No that’s not needed. If you are just getting started, you should be able to navigate around the various Apps and get started with the ones that are most...Read more
What have you found better than ZOHO
5 comments
PC
Zoho One, with over 45 business applications, all centrally managed and synchronized, is the leader in breadth of application and breadth of security versus...Read more
Is Zoho CRM really free?
4 comments
AP
Zoho CRM offers a free version, but it also provides various paid plans with additional features and capabilities. The free version typically has...Read more
can we create segmentation in this
3 comments
Official Response from Zoho CRM
Yes Lavanya,
Zoho CRM supports segmentation. Segment your prospects/customers into buckets based on a pre-defined criteria, to identify cross-sell/up-sell...Read more
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