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Platformax CRM vs Zoho CRM: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of Platformax CRM vs. Zoho CRM is based on a specific set of business needs and context. The comparison uses 23792 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Platformax CRM and Zoho CRM

Platformax CRM, Zoho CRM, SalesNexus, Claritysoft CRM, etc., belong to a category of solutions that help CRM. Different products excel in different areas, so the best platform for your business will depend on your specific needs and requirements.

Platformax CRM covers Engagement Management with E-Mail, Helpdesk Management with Website, Communication Management with E-Mail, Contact List Management, etc.

Zoho CRM focuses on Engagement Management, Contact List Management with E-Mail, Lead Management, Communication Management with E-Mail, etc.

"We have been using Platformax for 2 years now to manage a team of 15 sales people, deliver our services and provide support to our clients. It's a one-stop shop for all our needs and we love it. " - Igor Panjan

"It is being used by the sales department as a data center contact tool with active and potential customers, and through it the analysts can interact with their database that is very complete intuitive to see the statistical reports about the custome...rs they frequent and program better communication flows and convert those contacts into sales. It is ideal to maintain a flow of communication with customers and not improvise, allows us to always have an updated database with an excellent sales mapping. " - Jesus Chacon

Unsure which of these solutions is right for you? Our Cuspera AI engine can compare them based on your needs and specific to your industry and context. Get your personalized report today.


logo Platformax CRM

Focus area

Software Failure Risk

  • medium

logo Zoho CRM

Focus area

Zoho CRM is better than Platformax CRM for

Software Failure Risk

  • medium

About

Inside sales CRM, generate more leads with prospecting and sales management

Zoho CRM | Trust your sales to the CRM trusted by the world, Connect with your customers wherever they are

Age

2014

1996

Financials

PRIVATE

PRIVATE

Business Need

Total Processes
(we found evidences for)

42

130

Total Goals
(we found evidences for)

3

19

Top Processes

Evidences indicate better relative satisfaction


engagement management

engaging and following up



communication management

tracking & monitoring communications

sending & publishing communications


contact list management



relationship management


pipeline management


generation of new leads





training & onboarding


workflow management



sales review & feedback



campaign management

campaign monitoring


sales call management


opportunity management




performance management


follower management


customer feedback management

measuring customer satisfaction



discount management


promotion management



segmentation and targeting


social media management

social media analytics



competitive intelligence



account management


knowledge management


proposal & quote management


contract management




sales document management

proposal & quote management

contract management


conversion management


products & pricelist management




business development


lead qualification: technographic


lead qualification: demographic


lead qualification: firmographic


lead qualification

lead qualification: technographic

lead qualification: demographic

lead qualification: firmographic


subscription management



social media marketing




content management



rating and review management


billing and invoice management




trade show marketing


identify target customers


customise loyalty program


loyalty management

identify target customers

customise loyalty program




customer case management


conference call management



channel management


touchpoint management


personalized marketing



calendar management


revenue cycle management


sales commission management


relationship marketing




database marketing



lifetime value management


advocacy management


payment management




create learning path


courses & assessment

create learning path




Top Goals

Goals Achieved

  • Increase sales & revenue

  • Enhance customer relationships

  • Acquire customers

  • Enhance customer relationships

  • Acquire customers

  • Increase sales & revenue

  • Improve ROI

  • Improve internal communications

  • Grow market share

  • Scale best practices

  • Enter new markets internationally or locally

  • Improve efficiency

  • Launch new products

  • Improve stakeholder relations

  • Improve digital and social presence

  • Improve consistency

  • Build brand awareness

  • Improve brand engagement

  • Shorten ramp up time

  • Improve visibility

  • Establish thought leadership

  • Increase customer life time value

  • See 16 more

Top Channels

Channels Used

  • e-mail

  • phone calls

  • social media

  • mobile

  • offline

  • chat

  • website

  • mobile app

  • point of sale

  • LinkedIn

  • Facebook

  • on premises

  • trade shows

  • promotions

  • user generated content

  • Whatsapp

  • blogs

  • Twitter

  • text SMS

  • video

  • Instagram

  • games

  • events

  • omnichannel

  • Slack

  • causes and charity

  • review sites

  • Amazon

  • newsletter

  • print media

  • movies

  • magazine

  • support groups

  • newspaper

  • mass media

  • channel partners

  • Netflix

  • See 34 more
  • e-mail

  • phone calls

  • social media

  • mobile

  • offline

  • chat

  • website

  • mobile app

  • point of sale

  • LinkedIn

  • Facebook

  • on premises

  • trade shows

  • promotions

  • user generated content

  • Whatsapp

  • blogs

  • Twitter

  • text SMS

  • video

  • Instagram

  • games

  • events

  • omnichannel

  • Slack

  • causes and charity

  • review sites

  • Amazon

  • newsletter

  • print media

  • movies

  • magazine

  • support groups

  • newspaper

  • mass media

  • channel partners

  • Netflix

  • See 34 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

medium

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low

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Security & Privacy Risk

medium

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medium

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Integration Risk

low

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medium

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Migration Risk

medium

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medium

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Business Setting