10 alternativas a Zoho CRM para 2026
Lista corta de alternativas a Zoho CRM
Una buena alternativa a Zoho CRM ofrece una gestión flexible del embudo de ventas, automatización personalizable e integraciones que se adapten al flujo de trabajo de tu equipo. Si buscas un reemplazo para Zoho CRM, probablemente necesitas una plataforma igual de versátil, pero que se ajuste mejor a los procesos de tu empresa, tus necesidades de reportes o la experiencia de usuario. Muchas alternativas están diseñadas para pequeñas empresas y startups, priorizando una interfaz fácil de usar pero sin perder el soporte para flujos de trabajo automatizados y amplia personalización. Esta lista te ayudará a comparar las principales opciones de CRM, resaltando lo que mejor hace cada una para que puedas elegir con confianza una solución que respalde tus objetivos de ventas, marketing y gestión de clientes sin añadir una curva de aprendizaje pronunciada.
¿Qué es Zoho CRM?
Zoho CRM es una plataforma de software CRM basada en la nube diseñada para ayudar a las empresas a gestionar las actividades de ventas, marketing y soporte al cliente en un solo lugar. Ofrece herramientas para el seguimiento de clientes potenciales, la automatización de flujos de trabajo y el análisis del rendimiento comercial, a la vez que proporciona funcionalidad central de CRM para organizar y gestionar los datos de los clientes. Zoho CRM también admite integraciones con terceros, permitiendo a los equipos conectar la plataforma con otras herramientas empresariales para optimizar el flujo de trabajo. Gracias a sus funciones avanzadas y a su enfoque en la escalabilidad, Zoho CRM es utilizado por equipos de ventas, mercadólogos y personal de soporte para mejorar la comunicación e impulsar el crecimiento de ingresos a través de una mejor gestión de relaciones.
Resumen de las mejores alternativas a Zoho CRM
Esta tabla comparativa resume los detalles de precios de mis principales selecciones de alternativas a Zoho CRM para ayudarte a encontrar la mejor opción por tu presupuesto y necesidades de negocio.
| Tool | Best For | Trial Info | Price | ||
|---|---|---|---|---|---|
| 1 | Best for AI-powered lead scoring | Free plan available | From $9/user/month (billed annually) | Website | |
| 2 | Best for marketing and sales alignment | Free plan + free demo available | From $7/user/month (billed annually) | Website | |
| 3 | Best for customer support ticketing | Free demo available | From $19/user/month | Website | |
| 4 | Best for built-in telephony features | 15-day free trial available | From $12/user/month (billed annually) | Website | |
| 5 | Best for project management integration | 14-day free trial + free demo available | From $29/user/month (billed annually) | Website | |
| 6 | Best for advanced analytics and reporting | 30-day free trial + free plan available | From $25/user/month (billed annually) | Website | |
| 7 | Best with Microsoft 365 integration | Free plan available | From $14/user/month (billed annually) | Website | |
| 8 | Best for visual sales pipeline management | 14-day free trial available | From $14/user/month (billed annually) | Website | |
| 9 | Best for enterprise resource planning integration | Free demo available | Pricing upon request | Website | |
| 10 | Best for multi-industry customization | Free trial available | From $15/user/month (billed annually) | Website |
Por qué confiar en nuestras reseñas de software
Hemos estado probando y revisando software financiero desde 2023. Como especialistas en finanzas, sabemos lo crítico y difícil que es tomar la decisión correcta al seleccionar un software. Invertimos en una profunda investigación para ayudar a nuestra audiencia a tomar mejores decisiones de compra de software. Hemos probado más de 2,000 herramientas para diferentes casos de uso financiero y escrito más de 1,000 reseñas exhaustivas de software. Conozca cómo mantenemos la transparencia & nuestra metodología de reseña de software.
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Creatio CRM
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.7 -
DealHub AI
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.7 -
LiveFlow
Visit WebsiteThis is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.9
Reseñas de alternativas a Zoho CRM
A continuación tienes mis reseñas detalladas de las mejores alternativas a Zoho CRM que entraron en mi lista corta. Estas reseñas te ofrecen una visión en profundidad de las funciones, integraciones y mejores casos de uso de cada plataforma para ayudarte a encontrar la adecuada para ti.
If you’re searching for a CRM that uses AI to help prioritize leads, Freshsales is worth a closer look. This platform appeals to sales teams and revenue operations professionals who want to focus their efforts on the most promising opportunities. Unlike Zoho CRM, Freshsales offers built-in AI lead scoring that helps you identify and act on high-value prospects faster.
Why Freshsales Is a Good Zoho CRM Alternative
What sets Freshsales apart as a Zoho CRM alternative is its focus on AI-powered lead scoring. The platform uses built-in AI to automatically score leads based on engagement, behavior, and demographic data, so your team can prioritize outreach more strategically. I appreciate how you can customize scoring models to fit your sales process and get real-time insights into which leads are most likely to convert. For sales teams that want to work smarter and close deals faster, Freshsales offers a clear advantage in lead management.
Freshsales Key Features
Some other features that stood out to me include:
- Built-In Phone and Email: Make calls and send emails directly from the CRM without switching tools.
- Workflow Automation: Set up automated actions for repetitive sales tasks and follow-ups.
- Contact and Account Management: Organize, track, and update all your customer and company records in one place.
- Sales Sequences: Create and manage multi-step outreach campaigns to nurture leads over time.
Freshsales Integrations
Integrations include Freshdesk, QuickBooks, PandaDoc, Xero, DocuSign, and more.
Pros and Cons
Pros:
- Workflow automation reduces repetitive tasks
- Built-in phone and email track communications
- AI lead scoring prioritizes high-potential deals
Cons:
- Data migration may require manual adjustments
- Customer support response times can be slow
If you’re looking for a customer relationship management platform that brings marketing and sales teams together, HubSpot is worth considering. It’s designed for businesses that want unified tools for lead management, campaign tracking, and customer engagement in one place. HubSpot stands out from Zoho CRM by offering built-in marketing automation and content management features alongside its sales pipeline tools.
Why HubSpot Is a Good Zoho CRM Alternative
HubSpot is a strong Zoho CRM alternative if your team needs tight marketing and sales alignment. The platform combines marketing automation, email campaign management, and sales pipeline tracking in a single interface. I like that you can nurture leads with targeted content and then smoothly hand them off to sales, all within the same system. For organizations that want to break down silos between marketing and sales, HubSpot’s unified approach is a clear advantage.
HubSpot Key Features
Some other HubSpot features that may be useful for your team include:
- Contact Management: Store, organize, and segment all your contacts with detailed activity histories.
- Live Chat: Engage website visitors in real time with customizable chat widgets.
- Task and Activity Tracking: Assign, schedule, and monitor tasks and follow-ups for your sales team.
- Customizable Dashboards: Build visual dashboards to track metrics and KPIs that matter to your business.
HubSpot Integrations
Integrations include Slack, Gmail, Google Calendar, Outlook, Claude, WordPress, Salesforce, Microsoft Teams, LinkedIn, and more.
Pros and Cons
Pros:
- Visual pipeline simplifies deal management
- Email tracking and templates are built in
- Marketing automation supports complex campaigns
Cons:
- Custom field limits restrict complex data structures
- Contact limits can increase costs as you scale
When your team needs a CRM platform that specializes in managing customer support tickets, Zendesk Sell is a strong contender. It’s designed for businesses that want to centralize, track, and resolve customer inquiries across multiple channels. Zendesk Sell stands out from Zoho CRM and similar platforms by offering advanced ticketing workflows and deep support automation features built specifically for service teams.
Why Zendesk Sell Is a Good Zoho CRM Alternative
If your top priority is managing customer support tickets, Zendesk Sell offers a focused solution that goes beyond what most CRM platforms provide. I picked Zendesk Sell because its ticketing system lets you organize, assign, and track customer issues from multiple channels in one place. Features like automated ticket routing and customizable SLAs help support teams respond quickly and consistently. For businesses where customer service is central, Zendesk Sell’s specialized ticketing tools make it a strong alternative to Zoho CRM.
Zendesk Sell Key Features
Some other features that caught my attention include:
- Multi-Channel Messaging: Manage conversations from email, chat, social media, and SMS in a unified inbox.
- Customer Self-Service Portal: Let customers find answers and submit tickets through a branded help center.
- Customizable Dashboards: Build real-time dashboards to monitor support metrics and team performance.
- Knowledge Base Management: Create and organize articles to help agents and customers resolve issues faster.
Zendesk Sell Integrations
Native integrations are not currently listed.
Pros and Cons
Pros:
- Dashboards provide real-time support analytics
- Built-in knowledge base supports self-service
- Automation handles ticket routing and escalation
Cons:
- UI updates can disrupt workflows
- Ticket customization can require advanced setup
Sales and support teams looking for a CRM with built-in calling tools may find Vtiger a strong fit. This platform stands out for its integrated telephony features, letting you make, receive, and log calls directly within the CRM. If you need to manage customer conversations and track call activity without relying on third-party apps, Vtiger offers a focused alternative to Zoho CRM.
Why Vtiger Is a Good Zoho CRM Alternative
If you want a CRM that puts telephony at the center of customer management, Vtiger is worth considering. I picked Vtiger because it offers built-in calling, call logging, and call recording features right inside the platform. You can dial out, receive calls, and automatically track call activity without leaving the CRM. For teams that rely on phone conversations to drive sales or support, Vtiger’s telephony tools offer a more integrated experience than Zoho CRM.
Vtiger Key Features
Some other features that caught my attention include:
- Sales Pipeline Management: Track deals, stages, and sales activities in a visual pipeline.
- Contact and Lead Management: Organize, segment, and update customer and prospect records in one place.
- Workflow Automation: Set up automated actions for tasks, follow-ups, and notifications.
- Document Management: Store, share, and manage files related to deals and contacts within the CRM.
Vtiger Integrations
Integrations include Google Workspace, Microsoft Teams, WhatsApp, Gmail, Zapier, Outlook, DocuSign, Mailchimp, Xero, and more.
Pros and Cons
Pros:
- Document management stores and shares files
- Workflow automation supports multi-step processes
- Pipeline view simplifies deal tracking
Cons:
- Interface feels dated compared to newer CRMs
- Mobile app features are more limited than desktop
For teams that need CRM and project management in one place, Insightly offers a unique approach. This platform is a good fit for businesses that want to manage customer relationships and project delivery without switching tools. Unlike Zoho CRM, Insightly connects sales, project tracking, and task management in a single workflow.
Why Insightly Is a Good Zoho CRM Alternative
If you’re looking for a CRM that also handles project management, Insightly is worth considering. The platform lets you convert won opportunities directly into projects, so you can track delivery and execution without leaving your CRM. I like how you can assign tasks, set milestones, and monitor project progress alongside your sales pipeline. For businesses that want to keep customer data and project workflows tightly connected, Insightly offers a practical alternative to Zoho CRM.
Insightly Key Features
Some other features that stood out to me include:
- Custom Fields and Page Layouts: Tailor records and views to match your business processes and data needs.
- Email Tracking: Monitor when emails are opened and track engagement directly from the CRM.
- Relationship Linking: Connect contacts, organizations, and opportunities to visualize complex business relationships.
- Workflow Automation: Set up rules to automate repetitive tasks and standardize processes across your team.
Insightly Integrations
Integrations include Slack, QuickBooks Online, Workday, ZoomInfo, Unbounce, Jira, Shopify, Xero, Okta, Gong, Claude, and more.
Pros and Cons
Pros:
- Relationship linking maps complex contact connections
- One-click conversion turns opportunities into projects
- Built-in project management extends CRM capabilities
Cons:
- Email marketing features are limited
- Data imports may require manual cleanup
Salesforce is a customer relationship management platform built for teams that need advanced analytics and customizable reporting. It’s a strong fit for organizations with complex sales processes or those managing large volumes of customer data. If you need deep insights and flexible dashboards to drive decision-making, Salesforce offers capabilities that go beyond what Zoho CRM provides.
Why Salesforce Is a Good Zoho CRM Alternative
What sets Salesforce apart as a Zoho CRM alternative is its advanced analytics and reporting capabilities. The platform offers customizable dashboards and in-depth sales forecasting tools that help you visualize trends and performance in real time. I appreciate how you can build tailored reports using a wide range of data points, making it easier to track KPIs that matter to your business. For teams that need granular insights and flexible reporting, Salesforce delivers options that go beyond standard CRM analytics.
Salesforce Key Features
Some other Salesforce features that may interest you include:
- Lead Assignment Rules: Automatically route leads to the right sales reps based on territory, product line, or custom criteria.
- Opportunity Management: Track deals through every stage with customizable pipelines and detailed activity timelines.
- Workflow Automation: Set up automated actions for tasks like follow-ups, approvals, and notifications to keep processes moving.
- Mobile App: Access customer data, update records, and manage tasks from anywhere using the Salesforce mobile application.
Salesforce Integrations
Integrations include Jira, LinkedIn, QuickBooks, DocuSign, Mailchimp, Google Workspace, Slack, Dropbox, and ActiveCampaign.
Pros and Cons
Pros:
- Workflow automation simplifies approvals and tasks
- Multi-stage opportunities handle complex sales processes
- Advanced reporting supports detailed sales analytics
Cons:
- Interface can feel overwhelming for new users
- Some features require higher-tier plans
For organizations that rely on Microsoft 365 tools, Microsoft Dynamics 365 Sales offers a CRM system that fits naturally into your existing workflows. It’s especially useful for sales teams that want to connect emails, calendars, and documents directly to their customer data. Unlike Zoho CRM, Dynamics 365 Sales provides deep integration with Microsoft Teams, Outlook, and Excel, making collaboration and data sharing smoother for businesses of all sizes. As an all-in-one CRM platform, it helps teams manage relationships and improve the overall customer experience while keeping sales activities aligned with the Microsoft ecosystem.
Why Microsoft Dynamics 365 Sales Is a Good Zoho CRM Alternative
If your business already uses Microsoft 365, Dynamics 365 Sales is a natural fit for your CRM needs. The platform lets you link customer records directly with Outlook emails, Teams conversations, and Excel data, so your sales process stays connected to the tools you use every day. I appreciate how you can collaborate on deals in real time within Teams and update CRM data without switching apps. For organizations that want a CRM deeply embedded in their Microsoft ecosystem, Dynamics 365 Sales offers a level of integration that Zoho CRM can’t match.
Microsoft Dynamics 365 Sales Key Features
Some other features in Microsoft Dynamics 365 Sales that may interest you include:
- Lead Scoring: Prioritize leads using customizable scoring models based on engagement and demographic data.
- Sales Forecasting: Generate sales forecasts with built-in analytics and visual pipeline views.
- Mobile App: Access customer data, update records, and manage tasks from your mobile device.
- AI-Powered Insights: Get recommendations and next-step suggestions using built-in artificial intelligence.
Microsoft Dynamics 365 Sales Integrations
Native integrations are not currently listed.
Pros and Cons
Pros:
- Workflow automation supports complex sales processes
- Mobile app enables CRM access for field teams
- Custom dashboards support role-based reporting
Cons:
- Ongoing costs can increase with integrations and storage
- Data migration from non-Microsoft systems can be difficult
Sales teams looking for a highly visual way to manage deals often turn to Pipedrive. This CRM platform is designed for professionals who want to track opportunities through customizable pipeline stages and spot bottlenecks at a glance. Unlike Zoho CRM, Pipedrive’s drag-and-drop interface and pipeline-centric design make it easy to focus on moving deals forward, with strong ease of use and an intuitive interface that helps teams manage sales activities more efficiently.
Why Pipedrive Is a Good Zoho CRM Alternative
For teams that want a clear, visual approach to managing sales, Pipedrive offers a pipeline-focused experience that stands out from Zoho CRM. The drag-and-drop deal board lets you move opportunities through custom stages, making it easy to see where every deal stands. I like how you can color-code stages and set up automatic actions, so your team can quickly spot stalled deals and keep momentum going. If your priority is visualizing and managing your sales process at a glance, Pipedrive is a strong alternative to consider.
Pipedrive Key Features
In addition to its visual pipeline management, I also found these features worth noting:
- Email Integration: Connect your email account to send, receive, and track messages directly within Pipedrive.
- Activity Reminders: Set up reminders for calls, meetings, and follow-ups to keep deals moving.
- Sales Reporting: Access customizable reports to analyze sales performance and pipeline health.
- Marketplace Apps: Extend functionality with a wide range of native integrations available through the Pipedrive Marketplace.
Pipedrive Integrations
Integrations include Slack, Zoom, Zapier, Microsoft Teams, Asana, Trello, HubSpot, Google Drive, Intercom, PandaDoc, and more.
Pros and Cons
Pros:
- App marketplace offers many integrations
- Custom reports provide pipeline insights
- Activity reminders support timely follow-ups
Cons:
- Data imports may require manual cleanup
- No built-in customer support ticketing
Large organizations that need deep integration between CRM and ERP systems often turn to SAP Sales Cloud. This platform is designed for enterprises that want to connect sales processes with inventory, finance, and supply chain data. If your business relies on SAP for resource planning, SAP Sales Cloud offers a unified approach that goes beyond what Zoho CRM and similar platforms provide.
Why SAP Sales Cloud Is a Good Zoho CRM Alternative
For businesses that need their CRM to work hand-in-hand with enterprise resource planning, SAP Sales Cloud is a strong choice. I picked SAP Sales Cloud because it connects sales activities directly with inventory, order management, and financial data from SAP ERP systems. This integration lets you automate quote-to-cash processes and gives sales teams real-time visibility into product availability and pricing. If your organization already uses SAP for core operations, this CRM offers a level of process alignment that Zoho CRM can’t match.
SAP Sales Cloud Key Features
Some other features that stand out to me include:
- AI-Powered Sales Forecasting: Generate predictive sales forecasts using machine learning models built into the platform.
- Mobile Sales App: Access customer data, manage tasks, and update opportunities from any mobile device.
- Territory and Quota Management: Define, assign, and monitor sales territories and quotas for your team.
- CPQ (Configure, Price, Quote) Tools: Build and send complex quotes with automated pricing and product configuration options.
SAP Sales Cloud Integrations
Native integrations are not currently listed.
Pros and Cons
Pros:
- Built-in CPQ streamlines complex quoting
- AI forecasting improves sales planning accuracy
- Territory and quota tools support complex sales teams
Cons:
- Integration with non-SAP systems is limited
- Customization often needs SAP consultants
If you’re searching for a CRM platform that adapts to a wide range of industries, Apptivo is worth a closer look. It’s built for organizations that need deep customization across sales, service, project management, and more. Unlike Zoho CRM, Apptivo lets you tailor modules and workflows to fit unique business processes in fields like retail, manufacturing, consulting, and construction.
Why Apptivo Is a Good Zoho CRM Alternative
For businesses that need a CRM platform to fit industry-specific needs, Apptivo offers a level of customization that’s hard to match. I picked Apptivo because you can modify modules, fields, and workflows to reflect the exact processes of your business, whether you’re in retail, construction, or consulting. The platform also includes built-in apps for project management, invoicing, and a help desk, so you can manage more than just customer relationships in one place. If you want a CRM that adapts to your industry’s requirements, Apptivo is a flexible alternative to Zoho CRM.
Apptivo Key Features
Some other features that stand out to me include:
- Email Integration: Sync emails directly with CRM records for a complete communication history.
- Territory Management: Assign leads and customers to specific sales territories for better organization.
- Custom Reports: Build and schedule detailed reports using a drag-and-drop interface.
- Mobile App: Access CRM data and manage tasks from iOS and Android devices.
Apptivo Integrations
Integrations include QuickBooks, Xero, Authorize.Net, Google Forms, Stripe, Slack, WordPress, Dropbox, RingCentral, and more.
Pros and Cons
Pros:
- Mobile app enables CRM access on the go
- Territory management supports complex sales teams
- Built-in projects and invoicing extend CRM use
Cons:
- Custom app creation requires manual configuration
- Email campaign builder lacks advanced segmentation
Otras alternativas a Zoho CRM
Aquí hay algunas alternativas adicionales a Zoho CRM que no entraron en mi lista corta, pero que aun así vale la pena revisar:
- Odoo
With modular business app ecosystem
- monday CRM
For customizable workflow automation
- Drip
For e-commerce customer journeys
- Copper
For Google Workspace integration
- Keap
For automating client follow-ups
- EngageBay
For all-in-one marketing and sales
- Stackby
For spreadsheet-style CRM customization
- Lark
For built-in collaboration tools
- CrmOne
For WhatsApp business integration
- OnePageCRM
For action-focused sales workflows
Criterios de selección de alternativas a Zoho CRM
Al seleccionar las mejores alternativas a Zoho CRM para incluir en esta lista, consideré las necesidades y puntos de dolor comunes de los compradores relacionados con plataformas de gestión de relaciones con clientes, como la adaptación de los flujos de trabajo a procesos empresariales únicos y el soporte a la comunicación multicanal. También utilicé el siguiente marco para mantener mi evaluación estructurada y justa:
Funcionalidad principal (25% de la puntuación total)
Para ser consideradas en esta lista, las soluciones debían cubrir estos usos habituales:
- Gestionar contactos y cuentas
- Registrar oportunidades y embudos de ventas
- Automatizar seguimientos y recordatorios
- Almacenar y buscar el historial de comunicación con clientes
- Generar y exportar informes de ventas y actividad
Funciones destacadas adicionales (25% de la puntuación total)
Para ayudar a acotar aún más la competencia, también busqué características únicas, como por ejemplo:
- Personalización de flujos de trabajo según la industria
- Herramientas integradas de gestión de proyectos
- Módulos integrados de facturación y cobros
- Gestión de territorios y cuotas
- Automatización avanzada y creadores de flujos de trabajo
Usabilidad (10% de la puntuación total)
Para evaluar la facilidad de uso de cada sistema, consideré lo siguiente:
- Navegación simple e intuitiva
- Paneles y vistas personalizables
- Mínimos clics para completar tareas comunes
- Diseño responsivo para móvil y escritorio
- Etiquetado claro y estructura lógica de menús
Incorporación (10% de la puntuación total)
Para evaluar la experiencia de incorporación de cada plataforma, consideré lo siguiente:
- Asistentes de configuración paso a paso o recorridos por el producto
- Disponibilidad de videos de capacitación y documentación
- Plantillas prediseñadas para procesos CRM comunes
- Acceso a seminarios web de incorporación o sesiones en vivo
- Chatbots o widgets de ayuda integrados para respuestas rápidas
Soporte al Cliente (10% de la puntuación total)
Para analizar los servicios de soporte al cliente de cada proveedor de software, consideré lo siguiente:
- Múltiples canales de soporte como chat, correo electrónico y teléfono
- Disponibilidad de una base de conocimientos consultable
- Tiempos de respuesta rápidos para solicitudes de soporte
- Acceso a foros comunitarios o grupos de usuarios
- Soporte proactivo con ayuda en la incorporación o migración
Relación Calidad/Precio (10% de la puntuación total)
Para evaluar la relación calidad/precio de cada plataforma, consideré lo siguiente:
- Niveles de precios transparentes y predecibles
- Funciones incluidas en cada nivel de precio
- Flexibilidad para escalar hacia arriba o abajo según necesidad
- Sin tarifas ocultas ni cargos sorpresa
- Opciones de prueba gratuita o demo disponibles
Reseñas de Clientes (10% de la puntuación total)
Para obtener una idea de la satisfacción general de los clientes, consideré lo siguiente al leer sus opiniones:
- Consistencia en comentarios positivos entre plataformas
- Informes de fiabilidad en el tiempo de actividad y el rendimiento del sistema
- Opiniones sobre las experiencias de soporte al cliente
- Comentarios de usuarios sobre la utilidad de las funciones y carencias
- Tendencias en actualizaciones o mejoras recientes
¿Por qué buscar una alternativa a Zoho CRM?
Aunque Zoho CRM es una buena opción como plataforma de gestión de relaciones con el cliente, existen varias razones por las que algunos usuarios buscan soluciones alternativas. Puede que estés buscando una alternativa a Zoho CRM porque…
- Necesitas opciones de personalización más profundas y específicas para tu sector
- Tu equipo requiere herramientas de automatización o flujos de trabajo más avanzadas
- Quieres más integraciones nativas con tu software actual
- Encuentras la interfaz de Zoho CRM recargada o poco intuitiva para tu flujo de trabajo
- Necesitas mejor soporte para operaciones multicurrencia o globales
Si alguna de estas situaciones te resulta familiar, has llegado al lugar indicado. Mi lista incluye varias opciones de plataformas de gestión de relaciones con clientes que se adaptan mejor a equipos que afrontan estos retos con Zoho CRM y que buscan alternativas.
Principales características de Zoho CRM
A continuación, algunas de las características clave de Zoho CRM que te ayudarán a comparar y contrastar lo que ofrecen las soluciones alternativas:
- Gestión de clientes potenciales y contactos
- Seguimiento de oportunidades y pipeline de ventas
- Automatización de flujos de trabajo y gestión de procesos
- Integración y seguimiento de correos electrónicos
- Paneles de control y reportes personalizables
- Asistente de ventas basado en IA (Zia)
- Comunicación multicanal (teléfono, chat, redes sociales, formularios web)
- Controles de acceso y permisos basados en roles
- Aplicación móvil CRM para iOS y Android
- Integración con la suite Zoho y aplicaciones de terceros