Software Alternatives, Accelerators & Startups

Workiz VS Zoho CRM

Compare Workiz VS Zoho CRM and see what are their differences

Workiz logo Workiz

Workiz is an intuitive Field Service Management and Scheduling Software. Use cloud-based invoicing, scheduling, SMS messaging, CRM, work orders and more to manage your service business.

Zoho CRM logo Zoho CRM

Omnichannel CRM for Businesses of all sizes
Visit Website
  • Workiz Landing page
    Landing page //
    2023-05-13
  • 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
Release Date
1996 June

Workiz features and specs

  • User-Friendly Interface
    Workiz offers an intuitive and easy-to-navigate interface, allowing users to quickly learn and efficiently use the platform without extensive training.
  • Comprehensive Features
    The platform provides a wide range of features such as scheduling, invoicing, customer management, and job tracking, making it a one-stop solution for service businesses.
  • Automated Scheduling
    Automated scheduling capabilities help minimize manual errors and ensure optimal use of resources, leading to improved productivity.
  • Customizable Reports
    Workiz allows you to generate customizable reports, providing insightful analytics that help in making data-driven business decisions.
  • CRM Integration
    The software integrates seamlessly with various CRM systems, enhancing customer relationship management and streamlining business processes.
  • Real-Time Updates
    Workiz provides real-time updates on job statuses and team locations, enabling better coordination and communication.
  • Mobile App
    The platform offers a mobile app, making it convenient for field workers to access job details, track time, and communicate with the team from anywhere.

Possible disadvantages of Workiz

  • Cost
    The subscription cost can be relatively high for small businesses or startups, which may find it challenging to justify the expense.
  • Limited Customization
    While the features are comprehensive, some users might find that there is limited room for customization to suit very specific business needs.
  • Learning Curve
    Although the interface is user-friendly, the plethora of features can be overwhelming at first, leading to a steep learning curve for new users.
  • Dependence on Internet Connectivity
    The platform's performance can be heavily dependent on internet connectivity, which could be a drawback in areas with unstable internet connections.
  • Customer Support
    Some users have reported that customer support response times can be slow, leading to delays in resolving critical issues.
  • Feature Overload
    For smaller operations, the abundance of features may be unnecessary and lead to feature overload, complicating what should be simple processes.

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
  • Mobile Apps
  • Security
    Roles, Profiles, Teams; Data Security; Compliance
  • Developer Platform
    REST API; Widgets; Web and Mobile SDK; Functions

Analysis of Workiz

Overall verdict

  • Overall, Workiz is a reliable choice for businesses looking to streamline their field service operations. Its comprehensive feature set and ease of use make it a strong contender in the field service management software market.

Why this product is good

  • Workiz is generally considered a good field service management software due to its user-friendly interface, robust set of features, and flexible customization options. It helps businesses in scheduling, invoicing, and managing field technicians effectively, which can improve operational efficiency and customer satisfaction. Additionally, it integrates well with other platforms and offers strong customer support.

Recommended for

    Workiz is particularly well-suited for small to medium-sized service-oriented businesses such as locksmiths, HVAC companies, plumbing services, and electricians. Companies looking for an all-in-one management tool to enhance field operations and improve communication will find it beneficial.

Analysis of Zoho CRM

Overall verdict

  • Overall, Zoho CRM is a solid choice for businesses looking for a cost-effective CRM solution with extensive features and customization options. It provides good value for money and is suitable for a wide range of industries.

Why this product is good

  • Zoho CRM is considered good due to its affordability, robust feature set, and flexibility. It offers a comprehensive suite of tools that help businesses manage customer relationships effectively. Some key features include lead and contact management, workflow automation, analytics, reporting, and integration with other Zoho tools and third-party applications. Zoho CRM is also praised for its user-friendly interface and strong customer support.

Recommended for

    Zoho CRM is recommended for small to medium-sized businesses that require a scalable solution to manage their customer relationships. It's ideal for organizations seeking to enhance their sales processes, improve customer engagement, and streamline business operations without incurring high costs. Additionally, companies already using Zoho's suite of applications may benefit from the seamless integration options available within the Zoho ecosystem.

Workiz videos

Getting Started with Workiz

More videos:

  • Review - HouseCall Pro vs Workiz ?!?! Junk Removal Sacramento

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 Workiz and Zoho CRM)
Field Service Management
100 100%
0% 0
CRM
0 0%
100% 100
Field Management Software
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 Workiz and Zoho CRM

Workiz Reviews

We have no reviews of Workiz yet.
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Zoho CRM Reviews

  1. Ronit
    · Marketing at Amdocs ·
    Maximizing Efficiency with Zoho CRM: My 2024 Experience

    Zoho CRM is recognized for its robust features and continuous updates, making it a strong contender in the customer relationship management space. Users appreciate its customization options, which allow businesses to tailor the CRM to their specific needs, enhancing usability and effectiveness.

    🏁 Competitors: G-Droid
  2. alexwatsonisme
    · Working at Mobile Internist ·
    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.


Why We’re Building Mria CRM: The First Truly Native CRM for Jira
Next, we tried going outside the Atlassian ecosystem – using standalone CRMs like Zoho and Pipedrive. While these platforms were powerful, integrating them with Jira was costly, complex, and prone to syncing issues. We constantly battled data silos, duplicated effort, and poor visibility across systems. What we gained in CRM functionality, we lost in efficiency.
Source: mriacrm.com
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.

Social recommendations and mentions

Based on our record, Zoho CRM seems to be more popular. It has been mentiond 1 time 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.

Workiz mentions (0)

We have not tracked any mentions of Workiz yet. Tracking of Workiz recommendations started around Mar 2021.

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 2 years ago

What are some alternatives?

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

Jobber - Jobber’s field service scheduling software and app is the best way to organize your service business. Quote, schedule, invoice, and get paid—all in one place. Our easy-to-use app powers your sales, operations, and customer service.

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.

HouseCall Pro - HouseCall Pro is a top rated mobile app that will put you in control & delight your customers. Scheduling, dispatching, GPS tracking, invoicing, credit cards & more.

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

ServiceTitan - #1 Management Software for Home Service Contractors.

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.