Zoho is packed with features that revolutionize the way you work. Its unique ecosystem of 40+ apps lets you organize, manage, and monitor every business process, be it for marketing, finance, or customer support.
If we’re talking project and client management, Zoho Projects and Zoho CRM are the two most sought-after apps under the Zoho umbrella.
The former is ideal for organizing and automating workflows for cross-functional teams. Zoho CRM, on the other hand, helps you build sales processes, communicate with customers, and manage leads.
That’s quite a combo, but there are plenty of reasons to explore Zoho alternatives. For instance, you may be dissatisfied with the platform’s task visibility features or have trouble navigating it.
We’re here to present you with the top 13 Zoho alternatives available today. Compare their features and pricing to discover your perfect solution!
13 Best Zoho Alternatives for Projects and CRM (Free & Paid)
Summarize this article for me pleaseWhat Should You Look For in Zoho Alternatives?
Zoho is a powerful software suite with project management tools for virtually every business aspect. A product that matches up to it should have these key features:
- Integrations: It should work well with popular communication, organization, and team collaboration tools
- Scalability and customizability: It should allow mapping out workflows for various niches, company sizes, and projects
- Collaboration options: Both Zoho Projects and Zoho CRM have excellent collaboration capabilities, so an ideal alternative must support seamless teamwork
- Analytics and reporting tools: The best PM tools offer detailed overviews of success metrics for projects, processes, sales, and customer relationships
- Task management and marketing automation: It should be able to automate repetitive processes, helping you save time and minimize the risk of human error
- User-friendly interface: Alternatives to Zoho should have a frictionless experience to organize projects
- Quality customer support: The product developers should offer reliable support
Summarize this article for me pleaseThe 13 Best Zoho Alternatives to Use in 2024
Check out 13 of the most impressive Zoho alternatives that will help nurture your projects and customer base. Some options on our list, like ClickUp, combine CRM and project management, while others focus on one of the two aspects. Let’s dig in!
1. ClickUp
ClickUp is an all-in-one project management software with plenty of features to control any business aspect, whether sales or CRM!
If you’re constantly working on complex marketing campaigns, leverage ClickUp’s project management features to maximize team productivity. The platform lets you break apart extensive goals into smaller chunks thanks to its Hierarchy infrastructure.
Assign tasks and subtasks, create task dependencies, map out processes, and set deadlines to help your project management teams accomplish goals without a hitch. Use the platform’s 100+ task Automations to stop wasting time and resources on routine tasks.
Tap into ClickUp’s impressive library of project templates to save more time on everyday processes. You get 1,000+ templates to help you plan, create, and manage projects, track milestones, and deliver quality products and services.
Let’s say you’re struggling to anchor a new business—use ClickUp’s Business Plan Template to define your objectives, outline target markets, identify risks, and draw a roadmap with realistic KPIs.
With ClickUp’s CRM you can create sales pipelines, organize your customer base, generate sales reports, and manage leads and accounts from a ClickUp Dashboard!
ClickUp best features
- 15+ real-time project views
- 1,000+ integrations
- Easy task Automations
- 1,000+ customizable templates
- Scalable Hierarchy infrastructure (Spaces, Folders, and Lists)
- Dashboards with real-time reporting
- Supports CRM workflows and project resource management
- Excellent user tutorials, guides, and customer support
ClickUp limitations
- Getting used to the app may take time
- Hierarchy functions can be confusing for some users
ClickUp pricing
- Free Forever
- Unlimited: $7/month per user
- Business: $12/month per user
- Enterprise: Contact for pricing
ClickUp ratings and reviews
- G2: 4.7/5 (8,200+ reviews)
- Capterra: 4.7/5 (3,700+ reviews)
2. Salesforce
Salesforce is another worthy alternative to Zoho CRM. The heavy-duty platform allows complete control over your contact management thanks to features that make organizing customer databases and relationships effortless.
What places Salesforce at the top of the CRM pyramid is its scalability. The platform provides the infrastructure for handling large datasets from different sources. With its powerful analytics options, you’ll have no trouble empathizing with your customers and providing quality service.
As for customizations, Salesforce lets you create fields and use colors and designs that reflect your brand.
You also get access to an open ecosystem for developing your own apps through Salesforce App Cloud. That way, you can fine-tune and expand your project management tool to fit your company to the letter.
Salesforce best features
- Salesforce App Cloud lets you create custom CRM apps
- 3,000+ integrations
- Suitable for commanding large and complex datasets
- Supports the entire CRM process
- Easy-to-navigate dashboard
Salesforce limitations
- Some users find the platform pricey
- The user interface could be simpler
Salesforce pricing
- Starter: $25/month per user
- Professional: $75/month per user
- Enterprise: $150/month per user
- Limited: $300/month per user
*All listed prices refer to the yearly billing model
Salesforce ratings and reviews
- G2: 4.3/5 (15,500+ reviews)
- Capterra: 4.4/5 (17,500+ reviews)
3. Scoro
Scoro combines sales, financial information, and project delivery in one environment, letting you handle all project-related activities without jumping between apps.
Track tasks and dependencies in real time, manage budgets, compare planned and achieved goals, and create predictions.
Scoro doesn’t fail in the CRM department, either. It gives you a unique 360-degree view of your customers, from contact details and communication history to invoicing. The organized layout makes it easy to spot leads and close deals faster.
Use Scoro’s powerful quoting and billing features to create personalized invoices in a matter of seconds. It lets you track your team’s sales targets and check the progress on financial goals at any time.
Scoro best features
- Comines features for sales, invoicing, and CRM
- Real-time dependency tracking
- 360-degree view of customers
- Powerful analytics options for tracking targets and goals
- Supports resource planning
Scoro limitations
- The in-built search engine can be slow at times
- User interface may appear cramped
Scoro pricing
- Essential: $26/month per user
- Standard: $37/month per user
- Pro: $63/month per user
- Ultimate: Contact for pricing
*All listed prices refer to the yearly billing model
Scoro ratings and reviews
- G2: 4.5/5 (350+ reviews)
- Capterra: 4.6/5 (200+ reviews)
4. Pipeliner CRM
Need a CRM platform oriented toward sales? That’s Pipeliner CRM for you!
Pipeliner is not a one-stop PM tool but specializes in overcoming sales challenges. Use the platform to manage leads and accounts, automate workflows, organize and manage sales documentation, and generate sales reports.
Robust lead management is an area Pipeliner slays.
You can input your lead data manually, import CSV files and web forms, or use web clippers to create leads. Once you enter the data, use the Lead View to share leads with team members, recognize conversion opportunities, and customize your pipeline.
Pipeliner CRM has customizable views, forms, and fields, so you have the power to create unique customer records that align with your company’s guidelines. The platform also lets you set up specific user roles to control who has access to what.
Pipeliner CRM best features
- Specializes in lead management
- Easy-to-use interface
- Organized sales pipeline
- Supports 50+ integrations
Pipeliner CRM limitations
- Frequent platform updates may interrupt processes at times
- The system doesn’t support documents larger than 30 MB
Pipeliner CRM pricing
- Starter: $65/month per user
- Business: $85/month per user
- Enterprise: $115/month per user
- Unlimited: $150/month per user
*All listed prices refer to the yearly billing model
Pipeliner CRM ratings and reviews
- G2: 4.6/5 (450+ reviews)
- Capterra: 4.6/5 (200+ reviews)
5. NetSuite
NetSuite by Oracle is a unified business management suite.
Its CRM solution puts you in complete control of the entire customer lifecycle, from spotting leads to fulfillment and retention.
Automate sales functions to get your team insights into customer relationships and define customer expectations without much effort.
Leverage the platform’s robust reporting and analytics options to collect accurate info on ongoing operations. Review them frequently to enhance customer satisfaction, productivity, and efficiency.
With NetSuite, you can juggle multiple projects at a time, although the price of the solution may vary according to the size and complexity of your business.
If managing a huge portfolio with multiple deadlines, get NetSuite’s Project 360 Dashboard app to switch between projects seamlessly and monitor and adjust the workflows of each. Store information about customers, assign resources, and manage budgets within project dashboards.
NetSuite best features
- Interactive, intuitive interface
- Automates sales functions
- Powerful analytics and reporting options
- Project 360 Dashboard app for centralized management
NetSuite limitations
- The solution may not fit all budgets
- Customer support teams could be more responsive
NetSuite pricing
- Contact for pricing
NetSuite ratings and reviews
- G2: 4/5 (2,500+ reviews)
- Capterra: 4.1/5 (1,300+ reviews)
6. Oracle Sales
Want a more comprehensive solution than NetSuite? You may want to go for another product in the parent ecosystem, Oracle Sales.
This solution offers all the core features of a PM platform laid out in a simple, easy-to-use interface. With Oracle Sales, you can:
- Plan your projects
- Assign tasks and track their progress
- Collaborate with your team
- Create project budget plans
- Conduct analysis
- Generate reports
The platform’s standout feature is using text or voice commands to complete tasks, which can boost productivity and efficiency.
You also get a CRM solution within Oracle Sales. This is a comprehensive collection of tools that fuel your sales process, from generating leads to collecting revenue.
The platform also enables competitor tracking—add information like product name and opportunities to see if your business is gaining or losing steam in different markets.
Oracle Sales best features
- One-stop project management capabilities
- Text and voice commands for completing tasks
- Valuable project planning, tracking, organizing, and reporting features
- Clutter-free interface
- Competitor tracking
Oracle Sales limitations
- Some features may be too complex to use for sales team members
- Working with complex projects or large datasets may lead to performance issues
Oracle Sales pricing
- Contact for pricing
Oracle Sales ratings and reviews
- G2: 3.9/5 (80+ reviews)
- Capterra: 4.3/5 (60+ reviews)
7. Planview AdaptiveWork (Clarizen)
Planview AdaptiveWork (previously known as Clarizen) has everything you’d expect from a top-grade work management solution—templates, adding milestones, generating reports, tracking time, and more.
But at its heart, the platform is all about adaptive planning and flexible resource management. You can accommodate new trends and forecasts with minimal or no disruption to crucial workflows, so Agile teams will appreciate it!
Planview AdaptiveWork supports collaboration with internal and external contributors. You can create custom views for external collaborators involved in specific projects.
We recommend adding an approval system for expenses and timesheets for external collaborators, allowing them to access project info without logging in!
While the platform doesn’t offer CRM options, it integrates with popular CRM platforms like Salesforce. It has a simple interface, so figuring out integrations and other features should be chill.
Planview AdaptiveWork (Clarizen) best features
- Suitable for adaptive planning
- Handles PM needs of large enterprises
- Supports external collaboration
- Integrates with various CRM, time-tracking, organization, and collaboration tools
- Intuitive dashboards
Planview AdaptiveWork (Clarizen) limitations
- The system may occasionally glitch
- Building reports can be confusing
- May be unaffordable for smaller companies
Planview AdaptiveWork (Clarizen) pricing
- Contact for pricing
Planview AdaptiveWork (Clarizen) ratings and reviews
- G2: 4.1/5 (500+ reviews)
- Capterra: 4.2/5 (150+ reviews)
8. Sage
Sage is essentially an accounting and business management tool, but it can also decently support CRM operations.
With Sage CRM, you can check your sales team’s performance, spot areas that require improvement, simplify existing processes and shorten sales cycles with increased efficiency.
The platform offers across-the-business insights to help you adjust live campaigns and reach the right leads.
One of Sage’s best features is automating tasks. It takes care of tedious chores like pursuing leads, predicting sales, and generating quotes and orders while you focus on more value-centric, cognitive tasks.
The platform supports cross-functional team collaboration, preventing duplication of tasks across departments with communication blocks. Marketing teams can use Sage to create targeted email campaigns based on collected customer information.
Sage best features
- Robust CRM task automation options
- Boosts team performance with top-notch collaboration features
- Helps shorten sales cycles
- Real-time insights into customer relationships
- Intuitive, easy-to-manage client profiles
Sage limitations
- The cloud version could benefit from more integrations
- Limited dashboards and occasionally tricky customization options
Sage pricing
- Contact for pricing
Sage ratings and reviews
- G2: 3.7/5 (100+ reviews)
- Capterra: 3.5/5 (50+ reviews)
9. Basecamp
Want a no-nonsense project management platform with robust features tucked into a simple, clutter-free interface? Set up camp in Basecamp!
Basecamp may seem simple, but don’t underestimate it! The platform supports project management for any company size across industries.
With Basecamp, every project thrives on a single page thanks to features like:
- Message Board: A space for brainstorming, pitching project-related ideas, and updating on the progress made
- Docs & Files: This is where you share pictures, videos, docs, and spreadsheets
- To-dos: The section where you assign tasks, set deadlines, and keep an eagle eye on live processes
- Schedule: A space for managing your team’s workloads
- Campfire: Basecamp’s designated “fun space” where teammates can chat about casual, non-work stuff to lighten up
- Card table: A Kanban-like board for managing company-wide workflows
Basecamp has no customer-focused features, but you can integrate it with selected CRM platforms like Enchant and Akita.
Basecamp best features
- PM features on a single-page dashboard
- Message Board for seamless communication
- Highly scalable
- Supports some third-party CRM integrations
Basecamp limitations
- May not have enough customization options
- No video conferencing option yet
Basecamp pricing
- Basecamp: $15/month per user
- Basecamp Pro Unlimited: $299/month per user (unlimited users)
*All listed prices refer to the yearly billing model
Basecamp ratings and reviews
- G2: 4.1/5 (5,000+ reviews)
- Capterra: 4.3/5 (14,000+ reviews)
10. QuickBooks
With QuickBooks, you can create invoices, send payment reminders, organize receipts, generate reports, track expenses, and more. Sounds like a typical accounting program? That’s because it is!
So, what’s an accounting program doing on this list? Well, it’s no mistake!
This tool may not offer full-fledged PM and CRM features, but it can be just what growing businesses need! When you’re launching a new venture on a tight budget, you may hesitate to invest in a heavy-duty platform.
If all you need is a program to manage cash flows, QuickBooks can back you up with its simple accounting solutions.
When you issue invoices through QuickBooks, you store your customers’ information—fairly enough for your early CRM endeavors. Later, as you grow your business, you can move on to more advanced solutions.
QuickBooks integrates with PM platforms like Workflow and Projectworks, so you can get by without committing to expensive PM software!
QuickBooks best features
- Accounting-focused
- Functional CRM solution for new businesses
- Simple, appealing design
- Excellent support documentation for every feature
- Rich integration capabilities
QuickBooks limitations
- Limited customization options
- The mobile app lacks features and can be clunky
QuickBooks pricing
- Simple Start: $194.40/year
- Essentials: $291.60/year
- Plus: $410.40/year
QuickBooks ratings and reviews
- G2: 4/5 (3,000+ reviews)
- Capterra: 4.3/5 (6,000+ reviews)
11. Keap
Formerly known as Infusionsoft, Keap is a robust contact and customer relationship management (CRM) software that specializes in automation. Small businesses and solopreneurs use Keap to organize their contacts, improve customer communication, and boost sales productivity.
Keap best features
- The application enables businesses to house thousands of contacts while maintaining detailed records of every interaction
- Automation features streamline your sales and marketing, reducing time and effort
- The software also offers e-commerce and payment processing capabilities in one place
Keap limitations
- Some users have found it challenging to set up and navigate the platform
- Integration with some external platforms can be limited.
Keap pricing
- Pro: $199/month for two users
- Max: $289/month for three users
- Max Classic: Contact for pricing
Keap ratings and reviews
- G2: 4.2/5 (1,445 reviews)
- Capterra: 4.1/5 (1,220 reviews)
Check out these alternatives to Keap
12. Smartsheet
Smartsheet is a web-based software ideal especially for service-based businesses requiring flexible and robust project management tools with planning, collaboration, and scheduling functions. This software combines elements of project management, collaborative work management, and process automation, empowering businesses to run more efficiently.
Smartsheet best features
- Its central dashboard provides users with a complete overview of projects and tasks
- Automated notifications, reminders, and status updates to keep stakeholders informed
- Powerful integrations with business tools such as Google Workspace, Microsoft 365, and Slack
Smartsheet limitations
- The user interface is not as intuitive as some users would like, and there can be a learning curve for new users
- It can get expensive for larger teams or for users who need access to advanced features
Smartsheet pricing
- Free
- Pro: $6/month per user
- Business: $22/month per user
- Enterprise: Contact for pricing
*All listed prices refer to the yearly billing model
Smartsheet ratings and reviews
- G2: 4.4/5 (15,000+ reviews)
- Capterra: 4.5/5 (3,000+ reviews)
13. Airtable
Airtable is a cloud-based project management and collaboration tool that provides an amazingly simple and user-friendly spreadsheet interface. It features highly navigable views such as grid, gallery, form and calendar, and Kanban board. Its unique database-oriented functionality enables teams to connect their data in a multitude of ways.
Airtable best features
- Advanced filtering, sorting and grouping give teams the ability to customize their views and workflows
- Record linking allows for the creation of complex relational databases without coding
- Collaboration is made easy with the ability to comment on a specific product, task, or employee as well as share views and bases
Airtable limitations
- Some users find the pricing confusing and the paid versions a bit expensive
- Lacks some advanced features, and the software can become slow when handling large data
Airtable pricing
- Free forever: Free
- Plus: $10/month per user
- Pro: $20/month per user
- Enterprise: Contact sales for pricing
Airtable ratings and reviews
- G2: 4.6/5 (2,000+ reviews)
- Capterra: 4.7/5 (1,500+ reviews)
Summarize this article for me pleaseLeverage Customer Relationship Management Tools in ClickUp
Zoho is a leading platform for CRM and PM support, but as you’ve seen, it’s not the only one. From ClickUp’s all-in-one project management features to Salesforce’s scalable CRM solution, there’s an exciting landscape of Zoho alternatives to explore!
Each option we’ve discussed has unique strengths and limitations, so carefully compare their features and pricing to find the perfect fit. Embrace the possibilities and choose an alternative to Zoho to revolutionize your project management and CRM game in 2024 and beyond!
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