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At a Glance
Market Segments
Mid-Market (68.1% of reviews)
Small-Business (61.9% of reviews)
Entry-Level Pricing
No pricing available
Free
CaptivateIQ
Star Rating
(3,437)4.7 out of 5
Market Segments
Mid-Market (68.1% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about CaptivateIQZoho CRM
Star Rating
(2,846)4.1 out of 5
Market Segments
Small-Business (61.9% of reviews)
Pros & Cons
Entry-Level Pricing
Free
Free Trial is available
Browse all 5 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users report that Zoho CRM excels in its Custom Reports feature, scoring 8.6, which allows for tailored insights, while CaptivateIQ, with a score of 8.9, also offers robust reporting but is noted for its Commission Calculator that received high praise at 9.2, making it particularly appealing for sales teams focused on commission structures.
- Reviewers mention that Zoho CRM's Integration capabilities score 8.4, providing a seamless connection with various third-party applications, whereas CaptivateIQ shines with a score of 9.0, indicating a more extensive range of integrations that enhance workflow efficiency.
- Users on G2 highlight the Quality of Support for CaptivateIQ, which scores an impressive 9.5, with many reviewers noting quick response times and helpful resources, while Zoho CRM's support, scoring 7.6, has been described as less responsive, leading to some frustration among users.
- Reviewers say that the Ease of Use is a strong point for CaptivateIQ, scoring 9.4, with many users appreciating its intuitive interface, while Zoho CRM, with a score of 8.3, is seen as slightly more complex, requiring a steeper learning curve for new users.
- Users report that both products offer valuable Activity Tracking features, but Zoho CRM scores higher at 8.7 compared to CaptivateIQ's 8.1, with users appreciating the detailed tracking capabilities that help in managing sales activities effectively.
- G2 users mention that while both platforms provide Dashboards for data visualization, Zoho CRM's score of 8.6 is slightly lower than CaptivateIQ's 9.0, with users noting that CaptivateIQ's dashboards are more customizable and visually appealing, enhancing user engagement.
Pricing
Entry-Level Pricing
CaptivateIQ
No pricing availableZoho CRM
Free Edition
Free
With three free users and essentials like leads, documents and mobile apps, it’s a perfect fit
for your home business.
- Leads, Contacts, Accounts
- Tasks, Events, Call log, and Notes
- Opportunities
Free Trial
CaptivateIQ
No trial information availableZoho CRM
Free Trial is available
Ratings
Meets Requirements
9.4
2,526
8.4
2,424
Ease of Use
9.4
2,556
8.3
2,437
Ease of Setup
8.8
640
8.0
1,206
Ease of Admin
8.7
243
8.0
1,009
Quality of Support
9.5
1,851
7.6
2,218
Has the product been a good partner in doing business?
9.4
244
8.0
985
Product Direction (% positive)
9.1
2,340
8.0
2,359
Features by Category
Sales Force Automation
Not enough data
8.5
1624
|
Verified
Not enough data
8.3
872
|
Verified
Not enough data
8.2
1546
|
Verified
Not enough data
8.2
1622
|
Verified
Not enough data
7.8
1185
|
Verified
Not enough data
8.4
666
|
Verified
Not enough data
7.9
1215
|
Verified
Not enough data
8.0
1205
|
Verified
Not enough data
8.2
1317
|
Verified
Marketing Automation
Not enough data
8.0
1334
|
Verified
Not enough data
7.9
1298
|
Verified
Not enough data
8.4
1520
|
Verified
Not enough data
7.9
1123
|
Verified
Customer Support
Not enough data
8.0
1198
|
Verified
Not enough data
7.9
1199
|
Verified
Not enough data
7.9
1233
|
Verified
Not enough data
7.8
1066
|
Verified
Not enough data
8.0
1109
|
Verified
Reporting & Analytics
Not enough data
8.2
1496
|
Verified
Not enough data
8.2
1551
|
Verified
Not enough data
8.1
1051
|
Verified
Mobile & Social
Not enough data
8.1
1079
|
Verified
Not enough data
8.0
1090
|
Verified
Not enough data
8.0
1195
|
Verified
Platform
Not enough data
8.1
855
|
Verified
Not enough data
8.1
828
|
Verified
Not enough data
8.4
858
|
Verified
Not enough data
8.1
648
|
Verified
Not enough data
7.8
548
|
Verified
Not enough data
8.1
718
|
Verified
Not enough data
8.4
839
|
Verified
Not enough data
8.1
662
|
Verified
Integration
Not enough data
8.3
649
|
Verified
Not enough data
8.1
633
|
Verified
Not enough data
8.0
598
|
Verified
Generative AI
Not enough data
8.2
178
Agentic AI - CRM
Not enough data
8.1
64
Not enough data
8.3
62
Not enough data
8.0
63
Not enough data
8.0
63
Not enough data
8.2
63
Not enough data
8.2
63
Not enough data
8.2
63
Sales Rep Portal
9.1
1631
Not enough data
8.8
1319
Not enough data
9.4
1877
Not enough data
9.0
1411
Not enough data
8.8
1387
Not enough data
8.4
1178
Not enough data
Management Portal
8.7
1093
Not enough data
8.8
1189
Not enough data
Feature Not Available
Not enough data
8.8
1224
Not enough data
8.9
1296
Not enough data
8.8
980
Not enough data
Feature Not Available
Not enough data
Administration
8.9
1210
Not enough data
8.8
1168
Not enough data
8.8
1164
Not enough data
9.1
1319
Not enough data
8.9
1370
Not enough data
8.6
1128
Not enough data
Platform
8.7
827
Not enough data
8.5
754
Not enough data
8.3
719
Not enough data
8.4
777
Not enough data
8.4
758
Not enough data
8.5
731
Not enough data
9.1
923
Not enough data
Agentic AI - Sales Compensation
7.5
154
Not enough data
Configuration - cpq
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
8.3
60
Not enough data
8.3
56
Not enough data
8.4
61
Pricing
Not enough data
8.1
63
Not enough data
7.5
58
Not enough data
8.1
57
Not enough data
8.4
59
Not enough data
8.6
59
Not enough data
8.5
57
Quoting
Not enough data
8.4
59
Not enough data
8.3
53
Not enough data
8.4
54
Not enough data
8.4
56
Not enough data
8.6
53
Admin
Not enough data
8.2
90
Not enough data
7.7
84
Not enough data
8.3
87
Not enough data
8.3
84
Channels
Not enough data
8.1
58
Not enough data
7.7
53
Not enough data
8.0
50
Platform
Not enough data
8.4
90
Not enough data
8.2
86
Not enough data
8.0
78
Not enough data
8.5
89
Not enough data
8.4
91
Not enough data
8.6
20
Generative AI - cpq
Not enough data
7.4
15
Not enough data
7.5
16
Not enough data
7.7
16
Data Availability
8.6
31
Not enough data
8.9
30
Not enough data
8.1
30
Not enough data
8.3
29
Not enough data
Data Accuracy
8.8
29
Not enough data
9.0
28
Not enough data
8.6
27
Not enough data
Agentic AI - Sales Intelligence
7.8
10
Not enough data
8.5
9
Not enough data
8.5
10
Not enough data
8.3
10
Not enough data
8.2
10
Not enough data
8.5
10
Not enough data
Platform
8.6
30
Not enough data
8.9
31
Not enough data
9.0
32
Not enough data
9.1
32
Not enough data
8.0
27
Not enough data
8.9
30
Not enough data
Features
7.6
26
Not enough data
7.7
27
Not enough data
8.0
27
Not enough data
8.0
29
Not enough data
8.0
28
Not enough data
7.5
26
Not enough data
8.0
25
Not enough data
8.5
28
Not enough data
7.6
24
Not enough data
Competition
Not enough data
8.7
58
|
Verified
Not enough data
8.7
57
|
Verified
Not enough data
8.7
57
|
Verified
Not enough data
8.5
53
|
Verified
Not enough data
8.5
55
|
Verified
Not enough data
7.9
18
Agentic AI - Sales Gamification
Not enough data
Not enough data
Integrations
Not enough data
8.9
61
|
Verified
Not enough data
8.8
59
Not enough data
8.7
45
Platform
Not enough data
8.8
65
|
Verified
Not enough data
8.9
64
|
Verified
Not enough data
8.8
58
|
Verified
Not enough data
8.8
63
|
Verified
Not enough data
8.8
63
|
Verified
Employee Features
Not enough data
8.9
66
|
Verified
Not enough data
8.8
68
|
Verified
Not enough data
8.8
68
|
Verified
Lead Generation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Lead Facilitation
Not enough data
8.4
72
Not enough data
8.8
73
Not enough data
8.8
73
Not enough data
8.8
73
Organization
Not enough data
8.6
74
Not enough data
8.4
73
Not enough data
8.6
73
Performance Analysis
Not enough data
Feature Not Available
Not enough data
8.6
75
Sales Analysis
Not enough data
8.4
69
Not enough data
8.4
73
Generative AI
Not enough data
8.1
27
Not enough data
8.0
27
Agentic AI - AI Sales Assistant
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Integrated Workflows
Not enough data
8.7
160
Not enough data
8.8
156
Not enough data
8.3
146
Not enough data
8.2
141
Not enough data
8.9
154
Not enough data
8.8
153
Not enough data
8.5
148
Repeatability and Reportability
Not enough data
8.4
145
Not enough data
8.6
150
Not enough data
8.5
143
Not enough data
8.2
138
Not enough data
7.9
121
AI and Automation
Not enough data
8.2
147
Not enough data
8.4
146
Not enough data
8.3
140
Not enough data
8.1
134
Not enough data
7.8
126
Generative AI
Not enough data
7.4
69
Agentic AI - Sales Engagement
Not enough data
7.8
27
Not enough data
7.7
25
Not enough data
7.9
26
Not enough data
7.8
25
Not enough data
7.6
26
Not enough data
7.9
26
Not enough data
8.0
25
Collaborate
8.3
36
Not enough data
8.0
35
Not enough data
Logistics
8.1
35
Not enough data
8.1
35
Not enough data
8.2
35
Not enough data
Customer Requirements
Not enough data
8.5
52
Not enough data
8.5
51
Not enough data
8.5
53
Contracts
Not enough data
8.5
51
Not enough data
8.2
48
Not enough data
8.4
51
Revenue
Not enough data
8.5
53
Not enough data
8.5
51
Not enough data
8.4
48
Platform Basics
Not enough data
8.4
97
Not enough data
8.6
92
Not enough data
8.5
96
Not enough data
8.3
88
Not enough data
8.8
55
Agentic AI - Customer Journey Mapping
Not enough data
6.7
10
Content
Not enough data
8.9
78
Not enough data
8.6
75
Not enough data
8.5
75
Not enough data
8.7
76
Not enough data
8.6
74
Collaboration
Not enough data
8.7
75
Not enough data
8.5
77
Not enough data
8.9
79
Not enough data
8.9
82
Not enough data
8.7
76
Not enough data
8.6
74
Lead Monitoring
Not enough data
9.0
41
Not enough data
8.9
41
Not enough data
8.7
41
Agentic AI - Lead Capture
Not enough data
7.1
26
Not enough data
7.1
26
Data Capture
Not enough data
8.3
41
Not enough data
8.5
41
Not enough data
8.1
41
Not enough data
8.3
41
Analytics
Not enough data
9.1
41
Not enough data
8.8
41
Customization
Not enough data
8.7
40
Not enough data
8.5
40
Not enough data
8.8
41
Not enough data
8.7
41
Sales Performance Features - Sales Planning
8.3
23
Not enough data
8.0
23
Not enough data
8.0
23
Not enough data
8.0
23
Not enough data
7.8
22
Not enough data
8.0
22
Not enough data
8.1
22
Not enough data
Territory Management - Sales Planning
7.8
22
Not enough data
7.9
22
Not enough data
Quota & Capacity Management - Sales Planning
8.4
22
Not enough data
8.0
22
Not enough data
8.2
22
Not enough data
Agentic AI - Sales Planning
7.9
11
Not enough data
7.6
11
Not enough data
Platform - Compensation Planning
8.8
86
Not enough data
8.5
84
Not enough data
8.8
85
Not enough data
8.8
83
Not enough data
8.8
83
Not enough data
9.0
84
Not enough data
Additional Features - Compensation Planning
8.9
83
Not enough data
8.8
83
Not enough data
8.9
82
Not enough data
Agentic AI - Lead Scoring
Not enough data
6.1
11
Not enough data
6.4
12
Not enough data
6.4
11
Not enough data
6.5
11
Attribution
Not enough data
8.4
20
Not enough data
8.5
21
Not enough data
7.9
20
Discovery
Not enough data
8.6
21
Not enough data
8.3
20
Not enough data
8.2
21
Management
Not enough data
8.3
21
Not enough data
8.3
21
Platform
Not enough data
8.3
21
Not enough data
8.3
20
Agentic AI - Sales Performance Management
6.9
30
7.9
20
6.9
30
8.2
19
6.9
31
7.8
20
Incentives
Feature Not Available
8.2
152
|
Verified
8.5
264
8.3
159
|
Verified
9.2
376
|
Verified
8.0
151
|
Verified
8.7
238
8.4
160
|
Verified
Personalization
Feature Not Available
8.5
176
|
Verified
8.8
309
|
Verified
8.6
177
|
Verified
9.0
343
|
Verified
8.6
183
|
Verified
8.8
305
|
Verified
8.4
170
|
Verified
Administrative
8.9
303
|
Verified
8.5
168
|
Verified
8.9
294
|
Verified
8.5
172
|
Verified
8.4
171
8.3
160
Agentic AI - Email Tracking
Not enough data
7.6
29
Not enough data
7.4
28
Not enough data
7.5
29
Not enough data
6.9
28
Not enough data
6.9
29
Not enough data
7.4
29
Not enough data
7.5
28
Analytics
Not enough data
8.3
138
Not enough data
8.3
144
Not enough data
8.4
145
Customizations
Not enough data
8.7
149
Not enough data
8.8
146
Not enough data
8.7
147
Not enough data
8.7
143
Not enough data
8.6
148
Generative AI
Not enough data
7.6
59
Agentic AI - Sales Analytics
7.3
34
7.4
28
7.7
34
7.5
28
7.7
34
7.0
28
7.6
35
7.3
28
7.6
35
7.4
28
Data Sourcing
8.5
64
8.3
143
8.5
65
8.4
147
8.3
63
8.3
140
8.2
67
8.6
152
8.4
65
8.5
144
Predictive Analytics
7.8
62
8.5
144
8.0
61
8.3
136
7.8
62
8.0
122
7.6
62
8.2
128
Sales Management
7.9
63
8.5
151
7.9
61
8.3
129
8.2
60
8.5
142
8.1
61
8.8
149
Agentic AI - Sales Coaching
7.1
7
Not enough data
7.4
7
Not enough data
6.9
7
Not enough data
7.4
7
Not enough data
Training
8.3
15
Not enough data
7.9
15
Not enough data
7.4
15
Not enough data
7.0
15
Not enough data
Feedback
7.4
15
Not enough data
7.9
15
Not enough data
7.6
15
Not enough data
8.0
15
Not enough data
8.0
15
Not enough data
7.4
15
Not enough data
7.4
15
Not enough data
Generative AI
7.4
15
Not enough data
Agentic AI - Sales Enablement
Not enough data
6.1
6
Not enough data
6.1
6
Not enough data
6.1
6
Content Management
Not enough data
8.2
10
Not enough data
8.0
10
Not enough data
8.0
10
Not enough data
8.8
10
Not enough data
8.2
10
Analytics
Not enough data
9.0
10
Not enough data
8.3
10
Not enough data
8.3
10
Not enough data
8.3
10
Learning Management - Sales Enablement
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Revenue Enablement - Sales Enablement
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Relationship Management - Insurance CRM
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Follow up Automation - Insurance CRM
Not enough data
Not enough data
Not enough data
Not enough data
Document Management - Insurance CRM
Not enough data
Not enough data
Integrations & Reports - Insurance CRM
Not enough data
Not enough data
Not enough data
Not enough data
Categories
Categories
Shared Categories
CaptivateIQ and Zoho CRM are categorized as Sales Analytics and Sales Performance Management
Unique Categories
CaptivateIQ is categorized as Compensation Planning, Sales Coaching, Sales Intelligence, Sales Compensation, Sales Planning, and Sales & Ops Planning
Zoho CRM is categorized as Client Portal, Customer Journey Mapping, Quote-to-Cash, Sales Engagement, AI Sales Assistant, Quote Management, Email Tracking, Sales Gamification, CRM, CPQ, Lead Capture, Lead Scoring, Sales Enablement, and Insurance CRM
Reviews
Reviewers' Company Size
CaptivateIQ
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Zoho CRM
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Computer Software
35.9%
Information Technology and Services
16.5%
Financial Services
8.0%
Marketing and Advertising
4.3%
Computer & Network Security
3.0%
Other
32.2%
Information Technology and Services
16.0%
Computer Software
9.8%
Marketing and Advertising
8.9%
Real Estate
3.5%
Financial Services
3.5%
Other
58.2%
Alternatives
Discussions
Will there be an app or is there an app for mobile phones?
2 Comments
KH
This would be great! Read more
What is the best way to reach customer support?
2 Comments
Official Response from CaptivateIQ
Hi Taimoor,
You can email support@captivateiq.com.Read more
Can you create a mobile phone app for CaptivateIQ?
2 Comments
Official Response from CaptivateIQ
Hi Vinh,
A mobile app is not on our roadmap for this year but you can still access the site on your mobile phone to see your performance dashboard.
Read more
What have you found better than ZOHO
5 Comments
PC
Zoho One, with over 45 business applications, all centrally managed and synchronized, is the leader in breadth of application and breadth of security versus...Read more
Is Zoho CRM really free?
4 Comments
AP
Zoho CRM offers a free version, but it also provides various paid plans with additional features and capabilities. The free version typically has...Read more
can we create segmentation in this
3 Comments
Official Response from Zoho CRM
Yes Lavanya,
Zoho CRM supports segmentation. Segment your prospects/customers into buckets based on a pre-defined criteria, to identify cross-sell/up-sell...Read more
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