Compare PerfectForms vs. Zoho CRM

PerfectForms FEATURES

• Financial Workflow Forms Creation
• Access Management
• Data Sharing Definition
• Real Time Form/App Data Capturing
• Survey and Feedback Forms Creation
• Data Report Dashboards
• Third-Party Information Sharing
• Online Forms Deployment for Information Accuracy/Compliance
• Use of HTML Markup to Design Online Forms
• Draft Mode
• Drag and Drop Functionality
• Email Notifications
• New Form Embedding Into Websites/Apps
• HR Management
• Template Library
• Business Process Mapping
• Report Designer
• Responsive Design

Zoho CRM FEATURES

• Lead Generation & Qualification
• Pipeline Analysis
• Sales Stage & Probability Analysis
• Competitive Analysis
• Real-Time Forecasting
• Quota Management

• Automate lead management process
• Fast track lead to deal process
• Capture leads from website
• Import leads from trade shows, seminars, direct mail, etc.
• Match sales-ready leads to the right sales people
• Convert prospects into opportunities, accounts, and contacts with a single click
• Sales processes as per own best practices (B2B & B2C)

• Single database
• Customer data across products, geographies, account, and status
• Parent-child relationships between customer accounts and their subsidiaries
• Price quotes, sales orders and invoices
• Purchase history to find cross-sell and up-sell opportunities
• Loyalty programs

• Log important customer calls
• Save customer meetings and calls in an intuitive calendar
• Invite employees, leads and contacts to meetings and events
• Manage recurring events by day, week, month and/or year

• Create forms with no coding
• Set rules to simplify lead distribution
• Upload forms live instantly
• Catch leads directly into your CRM

• Workflow alerts while creating or modifying records
• Associate tasks to the workflow rules with CRM records
• Email notifications with templates and upon triggering a workflow rule
• Auto schedule the workflow actions at pre-defined interval
• Instant notifications to 3rd party applications via Webhooks
• Custom Functions
• Macros automate tasks

• Sales Opportunity Management
• Monitor sales opportunities across sales cycle
• Import sales opportunities from third-party solutions and services
• 360-degree view
• Drag-and-drop customization wizard
• Big deal alert
• Sales pipeline and sales escalation process
• Free Edition

• Track records that are critical to your business based on your criteria
• Stay on top of sales updates in real time
• Identify cold prospects for a sales follow-up
• Sort updates by users and modules
• Sort records by record owner and module
• Complete visibility based on last activity

• Revenue based on data within Zoho CRM
• Create, assign and revise sales quotas
• Assess individual and team performance
• Forecast accuracy against commit amounts
• Fully customizable forecast reports and dashboards

• Business Card View
• Quick glance at important details of the contact without scrolling or searching
• Customize fields

• Captures, collates and distributes customer email activity within your CRM
• Get notification and reply to customer emails within CRM
• Intuitively scans your mailbox and displays only relevant emails
• Send emails via your favorite mail client
• Get a copy of the email linked to the right lead or contact in CRM
• Link prospect and customers emails with your CRM data
• Share emails from prospects based on your own rules
• Create mail merge templates for different modules
• Get updated user info in merged documents
• Manage templates in secured folders

• Role-based folders, sub-folders
• Share collateral to your salespeople
• Send documents from your CRM
• One document can have multiple versions
• Quick feedback from colleagues to improve document

• View social interactions of your brand with prospect
• Reply to direct messages, likes and mentions via your brand’s social profile
• Engage future prospects from within the social stream
• Stay tapped on customer’s interests and updates
• Comment or like them inside CRM

• Real time access to customer data
• Receive sales alerts
• Search customers nearby, create tasks
• Capture trade show leads directly into Zoho CRM
• Digitalize and save business cards on your iPhone

• Custom Modules, API, Webhooks and Custom Functions
• Create campaigns, email marketing & autoresponders
• Enable security controls, organizational hierarchy & territories

Process Manager FEATURES

• Automate Complex Business Processes
• Manage Process Information and Tasks
• Manage Co-Workers Processes in Real Time
• Comprehensive Reports, Charts, and Dashboard Views
• Task Manager
• To-Do Lists
• Time Measure

nanoRep FEATURES

• web self-service widgets through mobile, web & social
• customer analytics
• intelligent support agent tools
• real-time FAQs
• intelligent contextual answers in any language
• interactive troubleshooting flows
• easy escalation to agents via email or chat
• widget customization
• proactive engagement with high-value customers
• conversion tracking
• SLA tracking
• custom charts
• customer feedback
• Google Analytics Integration and API for enterprise customers
• support ticket system
• queue management
• Rule Engine that sends auto-responders, assignment to users etc.
• in terms of security , Access to servers is restricted to HTTPS protocol encrypted by SSL3 and TLS cryptography.

Epicflow FEATURES

• External Integrations
• Data Import
• API Notifications
• Data Export
• Scheduling
• Multi-User
• Project Management
• Data Visualization

Salesformics FEATURES

• The GX Box: built-in search engine to make sales process automation easy and convenient
• Built-in CRM that meets small business’ needs
• Third-party integration to expand sales and marketing automation
• Intuitive dashboard of key performance indicators
• Mechanism for instant feedback and company insight
• Secure and encrypted server to keep your data safe
• Easy setup in minutes, not days or hours
• Unlimited number of of contacts, leads, accounts or messages
• Point-and-click segment marketing function

PerfectForms’ enterprise pricing information is available only upon request. Contact the vendor for more details, and ask for your quote.

Zoho CRM offers a free edition and per user monthly subscription plans that are billed annually. All major cards and bank or check transfer are accepted. There is also a great free trial plan that you can try out. These are the SMB and enterprise pricing plans to choose from:

Free Edition – Up to 3 users

• Leads
• Contacts
• Accounts
• Opportunities
• Tasks, events, call logs, and notes
• CRM views
• Advanced filters
• Status updates
• Direct messages
• Attach files to feeds
• Follow up rules
• Twitter, Facebook & Google+ integration
• 10 Email templates
• Email opt-out
• Several other features

Standard – $18/user/month (billed monthly) $12/user/month (billed annually) plus tax, as applicable

• All features from Free Plan +
• Workflow rules
• Scoring rules
• Webforms
• Sales forecasting
• Custom fields
• Roles and profiles
• Document library
• Charts and KPIs
• Secure, encrypted transmission
• Call center connectors

Professional – $30/user/month (billed monthly) or $20/user/month (billed annually) plus tax, as applicable

• All Features from the Standard Plan +
• Social CRM
• Blueprint – Process management
• Macros
• Email integration
• Inventory management
• Google AdWords integration
• Sales signals
• Unlimited records

Enterprise – $45/user/month (billed monthly) or $35/user/month (billed annually) plus tax, as applicable

• All Features from the Professional Plan +
• Multi-user portals
• Custom modules and buttons
• Encryption at Rest
• Subforms
• Zia Voice – Conversational AI
• Conditional fields
• Mobile SDK and app distribution
• Target meters, Anomaly detectors, Predictive AI

Ultimate – $100/user/month ( billed annually)

• All Features from other plans +
• Data enrichment
• Email sentiment
• Automation suggestions
• Enhanced storage
• Dedicated Database cluster
• Free Premium support

Process Manager pricing offers a flexible enterprise pricing scheme that is based on the number of users. You can opt to pay per month or subscribe annually. A free trial promo is also offered.

Here are the nanoRep cost details:

Basic plan at $490 a month which gives access to 2,500 answers in 1 Knowledge Base with unlimited number of agents in online help desk

Pro Plan is at $990 a month for 10,000 answers in 2 Knowledge Bases, free unlimited agents & ticketing support

Pro Plus plan at $2,990 a month which gives access to 30,000 answers, unlimited agents, ticketing, BI & Analytics, enhanced SEO, contextual answers and many more features

• API Functions
• Native web and mobile application
• MS Project Integration
• Jira Integration
• Automated Data Backup
• Automated Version Update

Here are the Salesformics cost details:

Salesformics is a sales software-CRM solution available in only one plan:

All-inclusive ($99 per user, per month): unlimited leads, accounts, contacts; unlimited workflows, integration with third-party apps including Twitter, LinkedIn, Eventbrite, and Dropbox; unlimited segment marketing use; unlimited opportunities data; company dashboarding with customisable widgets that show appointments, reminders, sales figures, activity reports, sales metrics and marketing performance.

Connections in PerfectForms allow easy integrations. It is a flexible tool that can be utilized to create basic web forms as well as complex applications with third party integrations. You can use the app‘s Connections tab to easily configure connections to other software. Available integrations include SOAP API/Web service calls, connections to PerfectForms form data, directory service connections, and database connections.

You can extend Zoho CRM by integrating it with some of the following applications:

• Zoho Mail
• Zoho Creator
• Zoho Finance Suite
• Zoho PhoneBridge
• Zoho Projects
• Zoho Campaigns
• Zoho SalesIQ
• Zoho Cliq
• Zoho Analytics
• Zoho Survey
• Zoho Desk
• Zoho Forms
• Zoho Writer
• Zoho Motivator
• Zoho Meeting
• Google G Suite Integration
• Gmail
• Google Ads Integration
• Microsoft Outlook
• Microsoft Office 365
• Plug-in for MS Word
• QuickBooks
• MailChimp
• Contactology
• Coconect
• Constant Contact
• Zopim
• Twitter
• Facebook
• vWorkApp
• ClickDesk
• ExactTarget
• HelpOnClick
• gUnify
• OneSaaS
• Socket
• TeamSupport.com
• GetResponse
• Wufoo
• SimplyCast
• CloudWork
• Unbounce

Process Manager integrates with the following business systems and applications:

• SAP
• Enterprise Resource Planning Software (ERP)

• Facebook
• Magento
• Live Person
• Google Analytics
• Sales Force

Epicflow is an easy way to manage multiple complex projects with a shared resource pool in MS Project and Jira. The Epicflow value-added extension works in tandem with these PM systems to enable faster and cheaper delivery of multiple projects simultaneously.

• Buffer
• Campaign Monitor
• Constant Contact
• Dropbox
• Eventbrite
• Twilio
• LinkedIn