Software Alternatives, Accelerators & Startups

Zoho CRM VS Clustdoc

Compare Zoho CRM VS Clustdoc and see what are their differences

Note: These products don't have any matching categories. If you think this is a mistake, please edit the details of one of the products and suggest appropriate categories.

Zoho CRM logo Zoho CRM

Omnichannel CRM for Businesses of all sizes

Clustdoc logo Clustdoc

Clustdoc is a professional Client Onboarding and Verification Software.
  • 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.

  • Clustdoc Landing page
    Landing page //
    2023-09-20

Clustdoc helps Small business owners and teams streamline their onboarding processes in more than 70 countries. Many teams use Clustdoc to request, collect and manage clients documents, information and esignatures from clients and stakeholders without juggling between apps.

With Clustdoc you can: Automate client-facing processes - no more paper documents. Get rid of manual tasks and reduce back-and-forth. Stop chasing clients for files. Increase customer trust and engagement

Try out Clustdoc for free during 7-day and witness firsthand how Clustdoc empowers you to create a seamless customer experience while bringing more clarity and efficiency to your day-to-day operations.

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

Clustdoc

$ Details
paid Free Trial €100.0 / Monthly (Gold plan)
Platforms
Browser Wordpress Android iOS Mac OSX Google Chrome Firefox
Release Date
-

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

Clustdoc features and specs

  • Free Trial
    7-day free trial, no credit card required
  • Easy to Set-up and use
    Take less than a minute to get your team up and running
  • Analytics and Reporting
    The practice manager will receive full statistics on the practice’s performance.
  • Clean UI

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.

Analysis of Clustdoc

Overall verdict

  • Clustdoc is generally regarded as a good platform for document management and client onboarding.

Why this product is good

  • Clustdoc provides an intuitive interface that allows businesses to streamline their document collection and onboarding processes. It offers features like automated workflows, e-signatures, and secure document storage, which help improve efficiency and client experience.

Recommended for

    Clustdoc is recommended for small to medium-sized enterprises, professional service providers, and teams that require structured and efficient processes for collecting and managing client documents.

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]

Clustdoc videos

Clustdoc - Customer onboarding software

More videos:

  • Review - Clust Review - Collect Files From Clients & Prospects [AppSumo 2019]
  • Review - Clust document form creator Lifetime Deal AppSumo
  • Review - Clust How-To on AppSumo

Category Popularity

0-100% (relative to Zoho CRM and Clustdoc)
CRM
100 100%
0% 0
Project Management
0 0%
100% 100
Sales
100 100%
0% 0
Document Management
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 Zoho CRM and Clustdoc

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.

Clustdoc Reviews

We have no reviews of Clustdoc yet.
Be the first one to post

Social recommendations and mentions

Clustdoc might be a bit more popular than Zoho CRM. We know about 1 link to it since March 2021 and only 1 link to 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.

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

Clustdoc mentions (1)

  • gravity forms intake process like Clust Docs
    I'm looking for a WordPress plugin, something similar to Clust Docs that allows me to:. Source: almost 4 years ago

What are some alternatives?

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

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.

SuiteDash - Integrated & Automated Client Portal Software : Secure Web Based Client or Customer Login Portals : White Label SaaS Project Management System, Online CRM Tool, Browser Based Invoicing & Recurring Billing, Time Tracker, Client File Upload, , All in …

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

Clinked - White-label Client and Team Workspace

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.

Onehub - Onehub helps businesses securely share and control files in the cloud.