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Zoho CRM VS YouNeedABudget

Compare Zoho CRM VS YouNeedABudget and see what are their differences

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Zoho CRM logo Zoho CRM

Omnichannel CRM for Businesses of all sizes
Visit Website

YouNeedABudget logo YouNeedABudget

Personal home budget software built with Four Simple Rules to help you quickly gain control of your money, get out of debt, and reach your financial goals!
  • 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.

  • YouNeedABudget Landing page
    Landing page //
    2023-01-06

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

YouNeedABudget

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

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

YouNeedABudget features and specs

No features have been listed yet.

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]

YouNeedABudget videos

+ Add

Beginners guide

Category Popularity

0-100% (relative to Zoho CRM and YouNeedABudget)

Zoho CRM

YouNeedABudget

CRM
100 100%
CRM
0% 0
Personal Finance
0 0%
Personal Finance
100% 100
Sales
100 100%
Sales
0% 0
Financial Planner
0 0%
Financial Planner
100% 100

User comments

Share your experience with using Zoho CRM and YouNeedABudget. 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 Zoho CRM and YouNeedABudget

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

YouNeedABudget Reviews

Best 9 Personal Finance Software For Windows 11, 10 Free PC, Surface Pro
Ynab stands for You Need a Budget is a personal finance cum budgeting app designed for Windows users. The software is designed to work with Windows’ latest computer system i.e. Windows 11. It comes with basic money management features and also supports cross-platform i.e. Mac and mobile operating systems- Android and iOS.
Source: www.techwibe.com
Best personal finance software of 2024
YNAB's primary mission, as you might expect, is to help you curb overspending and avoid living from paycheck to paycheck. Stick to the program, temper your spending appropriately, and eventually YNAB will see you spending last month's money rather than that which you've just earned.
Source: www.techradar.com
11 Best Quicken Alternatives in 2021 (#1 is Free)
One of YNAB’s core principles is to give every dollar a job. You do that by deciding how you’ll spend every dollar that enters your checking account. As with other tools, you can connect your bank accounts and credit cards to YNAB. This allows for real-time updates so that you can track your spending throughout the month.
Source: robberger.com
The Best Personal Finance Budget Software with Apps (In 2020)
YNAB believes that in order to successfully budget, you need to be hands-on with your money. Until the version released in December 2015, users had to manually enter all transactions–although the program and its companion apps for iPhone, iPad, and Android devices made this very easy. This also means that YNAB is one of the few programs that easily allows users to track cash...
Source: ptmoney.com
Top 15 Budget Apps to Make Your Personal Finance Goals Easy
I love YNAB and Personal Capital. I still use the old version of YNAB as I paid a one time fee for it (as I refuse to pay for subscriptions – yes, I’m cheap). As for Personal Capital, it’s a nice way to view only our investment and retirement accounts, and I love how it tracks contributions and fees.
Source: www.marriagekidsandmoney.com

Social recommendations and mentions

Based on our record, YouNeedABudget seems to be a lot more popular than Zoho CRM. While we know about 55 links to YouNeedABudget, 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

YouNeedABudget mentions (55)

  • Is $250 a month in disposable income livable for a family of 3?
    You'll be going into a tight budget time, so get a really good system in place. If you don't have that you love already, I recommend YNAB (youneedabudget.com). It's envelope based and is really good for planning ahead for irregular expenses and for "rolling with the punches" if something comes up. It works differently than traditional monthly budget, so take time to use all the resources to learn the system. ... Source: 10 months ago
  • LPT Request: What is your favorite life hack that has saved you money, time, or made your day-to-day activities easier?
    I also said in a comment below, I use YNAB to track my financial life. This strategy only works if you have enough confidence in your finances to know that if I gave you a card with 100k credit limit, you would never spend more on it than what you have in your bank and has been budgeted for. If not, I cannot overstate how important it is to get your budget in order beforehand. There’s zero money saved if you pay... Source: 10 months ago
  • Fund future vacations
    If you aren’t already giving every dollar you make a job, earning more money will only get you so far. Check out YNAB, read all the free content about learning to plan and budget. Source: 12 months ago
  • Tracking savings goals
    Track it by hand or in software. I started out with just a spreadsheet, but since then moved my whole budget to YNAB (youneedabudget.com), where you track all your individual savings goals as well as how your money will be used to cover regular (and irregular) expenses. Now the whole plan is in one place, and covers everything from how much is set aside for gardening supplies for this summer to the big... Source: about 1 year ago
  • My grandfather passed away and left me 25k. I have next to no savings and I owe money on a couple credit cards and a car. Almost 40, how do I maximize this?
    Aside from all the other advice, get a subscription to YNAB (youneedabudget.com) and start using it religiously. It will help prevent any backsliding and will put you in a much better financial situation going forward. Source: about 1 year ago
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What are some alternatives?

When comparing Zoho CRM and YouNeedABudget, 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.

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.

GnuCash - A personal and small-business financial-accounting software, licensed under GNU/GPL and available for Linux, Windows, Mac OS X, BSD, and Solaris.

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.

HomeBank - Access Financial Services. Easy, fee-free banking for entrepreneurs Get the financial tools and insights to start, build, and grow your business.

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