Software Alternatives, Accelerators & Startups

Zoho Sign VS Zoho CRM

Compare Zoho Sign VS Zoho CRM 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 Sign logo Zoho Sign

Secure digital signature app for business

Zoho CRM logo Zoho CRM

Omnichannel CRM for Businesses of all sizes
Visit Website
  • Zoho Sign Landing page
    Landing page //
    2023-08-29
  • 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

Zoho Sign features and specs

  • Integration with Zoho Suite
    Zoho Sign seamlessly integrates with other applications in the Zoho ecosystem, providing a unified experience for users who rely on Zoho's suite of business tools.
  • Ease of Use
    The platform offers a user-friendly interface that makes it simple for users to send, sign, and manage digital documents without a steep learning curve.
  • Strong Security
    Zoho Sign utilizes robust security features, including encryption and audit trails, ensuring that your documents remain confidential and tamper-proof.
  • Compliance
    The service is compliant with global e-signature laws such as ESIGN and eIDAS, providing legally-binding electronic signatures.
  • Flexible APIs
    Developers can take advantage of Zoho Sign's APIs to create custom integrations and workflows tailored to their business needs.

Possible disadvantages of Zoho Sign

  • Limited Features in Free Plan
    The free version of Zoho Sign offers restricted functionality, which may be limiting for businesses that require more comprehensive e-signature features.
  • Complex Customization
    Some users may find customization options to be complex, requiring a degree of technical proficiency to set up advanced configurations and templates.
  • Integration Limitations
    While Zoho Sign integrates well within the Zoho ecosystem, users relying heavily on third-party platforms outside of Zoho might find the integration options limited.
  • Mobile App Limitations
    Though Zoho Sign does offer a mobile app, certain advanced features and functionalities could be less intuitive or restricted on mobile devices compared to the desktop version.
  • Occasional Performance Issues
    Users have occasionally reported performance issues such as slow loading times or glitches, which can interrupt workflows.

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 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.

Zoho Sign videos

Product Demo - Zoho Sign - A Complete Digital Signature App.

More videos:

  • Review - QA Sessions / Zoho Sign VS DocuSign
  • Tutorial - Zoho Sign Full Product Tutorial - 2021

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 Zoho Sign and Zoho CRM)
Document Automation
100 100%
0% 0
CRM
0 0%
100% 100
eSignature
100 100%
0% 0
Sales
0 0%
100% 100

User comments

Share your experience with using Zoho Sign 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 Zoho Sign and Zoho CRM

Zoho Sign Reviews

Top 20 PandaDoc Alternatives and Competitors in 2024
Zoho products are generally considered reliable due to their robust security features, extensive integrations and user-friendly design. If you’re part of the Zoho ecosystem, Zoho Sign might be a good option for you.
Source: oneflow.com
The Top 10 Best PandaDoc Alternatives to Manage Documents in 2024
You can integrate Zoho Sign with business applications such as CRMs, accounting tools, and project management software. Create automated workflows to send documents to the next recipient for signature once the previous recipient has signed.
Source: clickup.com

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.

Zoho Sign mentions (0)

We have not tracked any mentions of Zoho Sign yet. Tracking of Zoho Sign 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 Zoho Sign and Zoho CRM, you can also consider the following products

DocuSign - Try DocuSign's interactive signing demo now! Send yourself an electronic document to digitally sign using our e-signature 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.

FillFaster - Seamless e-signatures at your fingertips. Revolutionize your document workflow with efficient, automated, and secure digital signing. Get started for FREE!

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

PandaDoc - Boost your revenue with PandaDoc. A document automation tool that delivers higher close rates and shorter sales cycles. We've helped over 30,000+ companies.

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.