Software Alternatives, Accelerators & Startups

Roam Research VS Zoho CRM

Compare Roam Research VS Zoho CRM and see what are their differences

Roam Research logo Roam Research

A note-taking tool for networked thought

Zoho CRM logo Zoho CRM

Omnichannel CRM for Businesses of all sizes
Visit Website
  • Roam Research Landing page
    Landing page //
    2021-10-22
  • 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.

Zoho CRM

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

Roam Research 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

Roam Research videos

This Note-Taking App is a Game Changer - Roam Research

More videos:

  • Review - ROAM Research: Our First Impressions
  • Review - A quick overview of Roam Research

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 Roam Research and Zoho CRM)
Note Taking
100 100%
0% 0
CRM
0 0%
100% 100
Knowledge Management
100 100%
0% 0
Sales
0 0%
100% 100

User comments

Share your experience with using Roam Research and Zoho CRM. For example, how are they different and which one is better?
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Reviews

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

Roam Research Reviews

Supercharge Your Productivity: Three Recommended Tools for Thought
Side note: Those who follow me may be surprised I’d choose Tana over Roam Research. I have extraordinary love for Roam — it was my introduction to this amazing TfT world! — but Tana is a more powerful environment.
Source: medium.com
Logseq vs Roam Research vs Obsidian: which one should you choose?
Recommending Logseq over Roam Research is easy if you are someone who is searching for a free alternative to Roam Research. You get almost feature-parity between both services and are not missing out on anything essential. But if the price is not a factor, and you just want to select the best note-taking app between the two, here are some reasons why you should select Logseq...
Source: medium.com
Obsidian vs. Roam vs. LogSeq: Which PKM App is Right For You?
Roam doesn’t have plugins like Obsidian, but you can embed scripts and code directly into Roam to extend its capability. One of the most popular Roam “extensions” is called Roam42. Roam 42 gives you a lot of extra stuff Roam doesn’t support by default, like:
11 Best Notepad.pw Alternatives To Use
Roam Research is an auto-back-linked-wiki that helps people to be more productive. Bi-directional links allow you to create pages as you type. When you visit those pages it lists all bullets in which you have mentioned the tag. You can build a network of interconnected notes, which is not linear or hierarchical.
Source: notepad.link
Best Next-Level Note Apps for 2021
Roam Research is a note-taking app for networked thought, creating groups of information and making knowledge associations naturally. Arguably, the comprehensive app made bi-directional linking popular for note-taking apps. Roam Research enables users an organized and personalized overview over all the notes taken. Known for their high user satisfaction, users new to these...
Source: zenkit.com

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, Roam Research seems to be a lot more popular than Zoho CRM. While we know about 101 links to Roam Research, we've tracked only 1 mention of Zoho CRM. 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.

Roam Research mentions (101)

  • How do I render HTML (and render hyper links in particular) in the field of a card
    Many of my cards include links back to my notes in https://roamresearch.com/. Source: 5 months ago
  • Philosophy of Science 101: What Is the Problem of Induction?
    Popper's criterion in a vacuum could seem to be exclusionary, but his philosophy of science involves his underrated idea of evolutionary epistemology. That all theories, seemingly pseudoscientific and the rest, compete to explain something, testable or not. Explanation is the most fundamental aspect, the rival statements compete to solve some problem in terms of how and why. Read Popper's Ch. 1. Conjectural... - Source: Hacker News / 10 months ago
  • What are your top productivity tools?
    Other tools I use: Superhuman for Email, Akiflow for tasks and calendar, Roam for notes/PKB, and one sec to reduce opening distracting apps. Source: 11 months ago
  • Xerox PARC's NoteCards in a Nutshell (1987) [pdf]
    That link would be https://roamresearch.com. - Source: Hacker News / 11 months ago
  • How to improve my workflow? Need help.
    Also glasp.co and https://roamresearch.com/ look interesting. I haven't tried them yet. Source: 12 months 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 Roam Research and Zoho CRM, you can also consider the following products

Obsidian.md - A second brain, for you, forever. Obsidian is a powerful knowledge base that works on top of a local folder of plain text Markdown files.

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.

Notion - All-in-one workspace. One tool for your whole team. Write, plan, and get organized.

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

Logseq - Logseq is a local-first, non-linear, outliner notebook for organizing and sharing your personal knowledge base.

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.