Software Alternatives, Accelerators & Startups

DriveWealth VS Zoho CRM

Compare DriveWealth VS Zoho CRM and see what are their differences

DriveWealth logo DriveWealth

DriveWealth is an cheap online stock broker, that offers an easy to use platform to trade on.

Zoho CRM logo Zoho CRM

Omnichannel CRM for Businesses of all sizes
Visit Website
  • DriveWealth Landing page
    Landing page //
    2023-07-28
  • Zoho CRM Landing page
    Landing page //
    2022-03-09

Zoho CRM empowers small to large-sized organizations with a complete customer relationship lifecycle management solution for managing organization-wide Sales, Marketing, Customer Support & Service and Inventory Management in a single business system. Zoho has over 40 in-built app integrations and 500+ third-party extensions to choose from. More than 60 million users worldwide trust Zoho.

DriveWealth

Pricing URL
-
$ Details
-
Platforms
-

Zoho CRM

Website
zoho.com
$ Details
freemium $14.0 / Annually ($14 USD/monthly on Annual Subscription.)
Platforms
Cloud Web iOS Android iPhone

DriveWealth features and specs

No features have been listed yet.

Zoho CRM features and specs

  • Sales Force Automation: Lead, Deal and Contact Management; Workflow Automation
  • Process Management: Sales Process Builder; Processing Rules
  • Omnichannel: Email; Telephony; Social; Customer Portals
  • Analytics and Reporting: Reports; Analytical Components; Capabilities
  • Sales Enablement: Quotes and Finance; Partner Portals; Calendar; G Suite and Office 365
  • Performance Management: Forecasting; Currencies; Territory Management; Gamification
  • Predictive Intelligence: Lead and Deal Prediction; Macro Suggestions; Zia Voice
  • Customization: Layouts; Custom Components; Views and Filters; Global Selling
  • Marketing Automation: Customer Segmentation; Lead Nurturing; Google Ad Integrations; Event Management
  • Team Collaboration: Yes
  • Mobile Apps: Yes
  • Security: Roles, Profiles, Teams; Data Security; Compliance
  • Developer Platform: REST API; Widgets; Web and Mobile SDK; Functions

DriveWealth videos

DriveWealth Investment App Review

More videos:

  • Review - DriveWealth Investing App review
  • Demo - In|Vest 2019 DriveWealth Demo

Zoho CRM videos

Get to know Zoho CRM

More videos:

  • Review - Zoho CRM vs. Salesforce Sales Cloud
  • Review - ZOHO CRM Review - CRM software review
  • Review - Zoho CRM Review (2019) - Yes, It's Cheap. But Is It Also Good?
  • Review - Zoho CRM 2021 Review: What Is It, Key Features, Pros And Cons, And More
  • Review - Zoho CRM Review 2021
  • Review - Zoho CRM Review: Good value, but flawed a lot of non-essential ways
  • Tutorial - How to use Zoho CRM | Free CRM Software for Small Business [2023]

Category Popularity

0-100% (relative to DriveWealth and Zoho CRM)
Investing
100 100%
0% 0
CRM
0 0%
100% 100
Finance
100 100%
0% 0
Sales
0 0%
100% 100

User comments

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Reviews

These are some of the external sources and on-site user reviews we've used to compare DriveWealth and Zoho CRM

DriveWealth Reviews

We have no reviews of DriveWealth yet.
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Zoho CRM Reviews

  1. Web-based online office suite

    Zoho CRM empowers SMBs & enterprises with a 360º customer relationship lifecycle management solution. Key features include contact management, sales funnels, pipeline management, workflow automation, AI-powered conversational assistant, task management, managing marketing campaigns, sales forecasting, customer support & service, inventory management, reporting & analytics, and seamlessly integrating with 500+ popular business apps in a single business system.


Top 9 Best Copper CRM Alternatives for Businesses in 2023
Zoho CRM is one of several programs available in Zoho’s app ecosystem, which is similar to Salesforce’s app exchange. Zoho CRM’s reporting is solid, allowing users to report across products, locations, and applications. The CRM provides basic contact management as well as automation, such as transforming website visitors into leads.
Source: magenest.com
Top 21 Salesforce’s Competitors and Alternatives
Zoho offers a cloud-based CRM designed to help businesses create, manage, and organize data to boost sales and revenue. The company attracted more than 10 million users in 2020, reaching over 60 million users. For full-year 2021, Zoho’s revenue surged to $690 million.
14 Best Copper CRM Alternatives to Use in 2022
Zoho CRM is a reliable Copper CRM alternative that helps you engage with customers more effectively. You can connect with your prospects and customers using their preferred communication channels, including emails, social media, etc. Zoho CRM helps conserve time and resources by automating time-consuming tasks. Real-time reporting and analytics help you track relevant KPIs...
10 Best eCommerce CRM Softwares | eCommerce Solutions 2020
Many companies use this CRM tool to help out their customers. We love how you can link Zoho CRM to your Facebook and Twitter pages - this could be especially useful for eCommerce stores that focus on these areas to market their company.
What is CRM?
Zoho was born as an Open source alternative to Saleforce. Once it achieved a relevant market share, it switched to a closed cloud model. It is tremendously similar in its operation and characteristics, its differential point being the slightly lower price.
Source: prokom.es

Social recommendations and mentions

Based on our record, DriveWealth should be more popular than Zoho CRM. It has been mentiond 7 times since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.

DriveWealth mentions (7)

  • Are new share trading platforms safe?
    For US trading, Stake itself does not provide the stockbroking. They provide access to US financial markets by partnering with US broker DriveWeath LLC. Source: over 1 year ago
  • Tax on dividends
    I recently bought some stocks with Revolut and some of these stocks pay out a quarterly dividend. A tax is withheld by Revolut's broker (drivewealth.com) in the US. Do I also need to pay tax to the Revenue? Source: over 2 years ago
  • Revolut refuses to issue shares certificate and also refuses to provide an email with full company position and the laws they have backing up their refusal.
    Revolut's share platform uses a third party broker (drivewealth.com). Source: almost 3 years ago
  • Payment for order flow
    Their parent company in the US is Drivewealth Drivewealth is in part connected to Steve Cohen owner of the NY Mets and Point 72, one of the main hedge funds doing all the naked shorting right now along with Citadel and Susquehanna. Steve Cohen is a class A fucktard and all round evil prick. Source: almost 3 years ago
  • Warning: IBKR is changing its terms of services in preparation for the MOASS, and not in a good way
    Don't think you are right. Sharesies, Stake & Hatch use Drivewealth. I see no evidence drivewealth uses IBKR, they are competitors AFAIK. Source: about 3 years ago
View more

Zoho CRM mentions (1)

  • Program for managing missed call messages?
    Another option would be zoho.com/crm. We used this one at a much smaller firm that I worked at (5 attorneys, 3 paralegals, 1 secretary). Source: over 1 year ago

What are some alternatives?

When comparing DriveWealth and Zoho CRM, you can also consider the following products

Go Forex App - #1 Forex trading learning application - trading game for beginners.

Pipedrive - Sales pipeline software that gets you organized. Helps you focus on the right deals, so easy to use that salespeople just love it. Great for small teams.

Robinhood - Free stock trading service.

Freshsales CRM - A full-fledged CRM for high-velocity sales teams.

MetaTrader5 - World-leading multi-asset platform that allows trading Forex, Stocks, Futures and CFDs.

Copper - Copper (formerly ProsperWorks) is easy-to-use customer relationship management for small businesses. Capture contacts and sales leads direct from Gmail with our simple CRM.