Software Alternatives & Reviews

Zoho CRM VS SoFi

Compare Zoho CRM VS SoFi and see what are their differences

Zoho CRM logo Zoho CRM

Omnichannel CRM for Businesses of all sizes
Visit Website

SoFi logo SoFi

Easy Investing For Smart People. Modern investment management.
  • 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.

  • SoFi Landing page
    Landing page //
    2019-01-02

Zoho CRM

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

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

SoFi features and specs

No features have been listed yet.

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]

SoFi videos

SoFi Money Review 2020

More videos:

  • Review - SoFi Money Review: My New Favorite Bank Account!
  • Review - SoFi Invest Review - Watch This Before Using SoFi Invest

Category Popularity

0-100% (relative to Zoho CRM and SoFi)
CRM
100 100%
0% 0
Energy And Utilities Vertical Software
Sales
100 100%
0% 0
Project 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 SoFi

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

SoFi Reviews

Is SoFi Available Internationally? Best Alternatives for 2022
SoFi is available to US citizens or lawful permanent residents. SoFi Hong Kong similarly requires a passport or a permanent resident ID.
Top 10 Best Bitcoin Wallets of 2021
SoFi is a financial company that offers banking, investing, lending, and other products. Within SoFi Invest, you can buy, sell, and hold bitcoins and other cryptocurrency. There is a $1 minimum to open an account. When buying crypto, SoFi charges up to 1.25% of the transaction as a markup. Website: www.sofi.com
Source: medium.com
Best Bitcoin Wallets
SoFi is a financial company that offers investing, student and personal loans, a credit card, and other financial products. Within SoFi Invest, you can buy, sell, and hold bitcoins and other cryptocurrencies. There is a $10 minimum to open an account. When buying crypto, SoFi charges up to 1.25% of the transaction as a markup.

Social recommendations and mentions

Based on our record, SoFi seems to be a lot more popular than Zoho CRM. While we know about 18 links to SoFi, 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.

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

SoFi mentions (18)

  • Linking Sofi to Full View
    Has does one link SoFi to their Full View account in Fidelity? I see SoFi.mohela.com, but not sofi.com, and I'd really love if it could be linked properly. Thanks! Source: 10 months ago
  • Could you survive on this pay a week?
    Well according to sofi.com, you'd make it here in Arizona - just barely. Source: 11 months ago
  • Scammers Pretending to be SoFi fraud depertment
    I just just experienced this. They knew my email address already and the last four digits of my Card. I responded Yes to their text, got called by them and was led through this flow until the password phase. They were very believable. The email is impressive and from sofi.com. The phone number they called from looked right when I Googled it. Source: about 1 year ago
  • SoFi Smashed Q4, Strong 2023 Guidance, and Tremendous Upside Potential
    DCU may have great savings rates but please read the fine print as the high APY apply only to the first $1000 savings deposit. DCU doesn't have nearly as much diversity as SoFi. You should check out https://www.sofi.com/ to compare. You really did only spend 5 seconds of research! Source: over 1 year ago
  • Google Trends and student loans.
    More users come to sofi.com now than ever before and more than in August after Mr. Sanders tweeted. Source: over 1 year ago
View more

What are some alternatives?

When comparing Zoho CRM and SoFi, 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.

Elmeasure - Elmeasure India / Elecon Measurements - Empowers you to Manage Power - Elmeasure Offers Energy management Software / Energy Monitoring System / Energy Monitoring Solutions - (EMS /SCADA) ,Demand Controller, Multi-Function Meter,Load Manager,Electron…

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

Copper Tree Analytics - CopperTree's Kaizen software helps our clients take greater control of their buildings through powerful energy analytics, virtual metering and automated Fault Detection and Diagnostics (FDD), resulting in time and resource savings for facility manag…

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.

NTS Utility Billing - NTS Utility Billing solution offers for all your utility billing software needs.