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Rocket Money VS Zoho CRM

Compare Rocket Money VS Zoho CRM and see what are their differences

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Rocket Money logo Rocket Money

Find your paid subscriptions and cancel with one click

Zoho CRM logo Zoho CRM

Omnichannel CRM for Businesses of all sizes
Visit Website
  • Rocket Money Landing page
    Landing page //
    2023-07-27
  • 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.

Rocket Money

Website
rocketmoney.com
Pricing URL
-
$ Details
-
Platforms
-
Edit details

Zoho CRM

Website
zoho.com
Pricing URL
Official Zoho CRM Pricing
$ Details
freemium $14.0 / Annually ($14 USD/monthly on Annual Subscription.)
Platforms
Cloud Web iOS Android iPhone
Edit details

Rocket Money 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

Rocket Money videos

+ Add

Truebill App Review | Best Personal Finance/Budgeting App In 2020?

More videos:

  • Review - 2 Girls and an App: Truebill Review
  • Review - Truebill App Review - Free App That Lets You Track Your Spending

Zoho CRM videos

+ Add

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 Rocket Money and Zoho CRM)

Rocket Money

Zoho CRM

Personal Finance
100 100%
Personal Finance
0% 0
CRM
0 0%
CRM
100% 100
Subscription Management
100 100%
Subscription Management
0% 0
Sales
0 0%
Sales
100% 100

User comments

Share your experience with using Rocket Money 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 Rocket Money and Zoho CRM

Rocket Money Reviews

How to Track and Manage Your Paid Subscriptions
Each recurring payment on your account will be grouped together in the app, allowing you to monitor them in one place. Inspect a service to see how much you have spent on it or change how the app keeps track of it. If you want to cancel the service, Truebill provides you with the instructions and contact information you need.
Source: au.pcmag.com
6 Apps to Help You Trim Down Subscriptions—and Save Money
When it comes to recurring payments—from your music streaming service to your cell phone contract—you can see at a glance how much you're paying and when the payments are debited. If you decide there's something on the list that you can live without, then Truebill will help you with that too.
Source: www.wired.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.
Source: bstrategyhub.com
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...
Source: www.bigcontacts.com
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.
Source: www.3dsellers.com
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, Rocket Money should be more popular than Zoho CRM. It has been mentiond 2 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.

Rocket Money mentions (2)

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 Rocket Money and Zoho CRM, you can also consider the following products

Bobby - Keep track of your subscriptions

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.

Mint - Free personal finance software to assist you to manage your money, financial planning, and budget planning tools. Achieve your financial goals with Mint.

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

Trim - Manage and cancel your paid subscriptions

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.

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