• SruthiMurali

Quick analysis: Hubspot v/s Zoho CRM

I sat down for an analysis of the 2 software, Hubspot and Zoho CRM, as I had to choose a Customer Relationship Management (CRM) software that is best suited for our organization.

My boss was particularly keen on Zoho CRM and asked me to look over the options to integrate it with our organization website. I have been a user of Zoho campaigns and their other tools for the past 1 year and I am quite comfortable with the platform. It is user-friendly for sure. But I haven’t explored much on their CRM part.

My analysis is based on price, functionality, and scalability. I am considering their free, standard and enterprise/advanced editions for the analysis.

Price

Hubspot is free (never expires, wow! ) and comes with fundamental features. The starter plan starts at $35/mo and enterprise edition is available at $840/mo.

Zoho CRM does offer a free trial of 15 days and comes for a rate of $15/mo and enterprise edition is priced at $42/mo.

Let’s keep in our mind, the budget. Now, we will go over the functionalities/features of both to see whether it can be mapped to your organizational requirements.

Functionality

Zoho CRM Features (Standard)


  1. Prioritize customers and prospects

  2. Email performance and insights

  3. Custom reports and dashboard

  4. Workflow rules, tags, and groups

  5. Capture visitor information from the website

Zoho CRM Features (Enterprise edition)

  1. On-demand sales analytics via chat/call

  2. Prioritize and organize inbox

  3. Sales performance optimization (tracking trends)

  4. Mobile SDK and App distribution

  5. Groups and multi-user portals

Hubspot CRM features (Free edition)

  1. Company insights and prospects

  2. Email tracking and notifications

  3. Reporting dashboard*

  4. Outlook, Gmail and Messenger integration*

  5. Contact website activity and Custom support form fields

Hubspot CRM features (Enterprise edition)

  1. Reporting dashboard

  2. Webhooks (similar to push notification)

  3. Predictive lead scoring

  4. Call transcription

  5. Revenue tracking

  6. Single sign-on

*limitations do apply.

Once we have our requirements ready, it is easy for us to map those with the functionalities these products are offering.

If we are focussing on a real simple CRM, we may go for Hubspot Free edition. However, we may have to focus on other aspects like, whether the product will be able to cater the the increased demand in the future or, be able to adapt to the change in the environment.

Now, that is why it is important to talk about the scalability of the product.

Is Hubspot more scalable than Zoho CRM?

Well.. now, at least that is a popular belief. Hubspot free version offers Gsuite, Outlook, Gmail and social media (Facebook and Instagram) integrations.

Zoho’s free plan only supports social media integrations.

The best bet is to start with a free Hubspot version and scale as we grow our business. However, you might face challenges for a few specific use-cases since the product is mostly intended for small and medium-sized companies. For large companies, salesforce has an upper-hand over other CRMs.

[ If you are thinking of growing the busines soon, you might want to look at that perspective too. Even if you start with a free CRM, make sure you have enough room for scaling as and when it is required. It is always best to step up or upgrade the plan rather than switching to a different software.]
References 

Finser.E (2020). digital merchant. Zoho v/s Hubspot which is better [Web log] Retrieved from https://thedigitalmerchant.com/crm/zoho-vs-hubspot/

Fuggel.L(2019, Mar, 19). Piesync. Hubspot v/s Salesforce: which CRM to choose [web log] Retrieved from https://www.piesync.com/blog/hubspot-vs-salesforce-which-crm-to-choose-comparing-cost-features/

#business #CRM #hubspot #sales #zoho #productivity

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