Compare ConnectWise CPQ and Zoho CRM
At a Glance
Market Segments
Small-Business (54.5% of reviews)
Small-Business (61.7% of reviews)
Entry-Level Pricing
No pricing available
Free
ConnectWise CPQ
Star Rating
(142)4.0 out of 5
Market Segments
Small-Business (54.5% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about ConnectWise CPQ
Zoho CRM
Star Rating
(2,926)4.1 out of 5
Market Segments
Small-Business (61.7% of reviews)
Pros & Cons
Entry-Level Pricing
Free
Browse all 5 pricing plans
Summary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that ConnectWise CPQ excels in flexibility and customization, with users highlighting its ability to automate the quoting process effectively. One user noted, "It is highly flexible and customizable," which can be a significant advantage for businesses needing tailored solutions.
- Users say that Zoho CRM stands out for its affordability and comprehensive feature set, making it a strong contender for small businesses. Reviewers appreciate that "Zoho gives almost all features but also at a more competitive price," which can be crucial for budget-conscious organizations.
- According to verified reviews, ConnectWise CPQ is praised for its integration capabilities, particularly with CW PSA and other payment solutions. Users mentioned, "Easy to set up and integrate with CW PSA," indicating a smooth onboarding experience that can enhance productivity from the start.
- Reviewers mention that Zoho CRM offers a user-friendly interface, making navigation straightforward. One user expressed appreciation for "how easy it is to navigate the platform," which can significantly impact daily operations and user adoption rates.
- G2 reviewers highlight that while ConnectWise CPQ has a solid support system, it may not have as many recent reviews as Zoho CRM, which could indicate a more established user base. Users noted that "Support generally replies accordingly," suggesting a reliable support experience, though the lack of recent feedback may raise questions about ongoing improvements.
- Users report that Zoho CRM's scalability is a key strength, with many noting its ability to grow alongside their business needs. One reviewer stated, "Zoho CRM has helped us in sales, support, and customer data under one platform," showcasing its versatility in handling various business functions.
Pricing
Entry-Level Pricing
ConnectWise CPQ
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
ConnectWise CPQ
No trial information availableZoho CRM
Free Trial is available
Ratings
Meets Requirements
8.2
119
8.4
2,483
Ease of Use
7.8
119
8.3
2,503
Ease of Setup
7.1
65
8.0
1,273
Ease of Admin
7.6
65
8.0
1,022
Quality of Support
7.6
113
7.6
2,275
Has the product been a good partner in doing business?
8.4
66
8.0
997
Product Direction (% positive)
7.4
119
8.0
2,410
Features by Category
Signature Process
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
Agentic AI - E-Signature
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
Security and Scalability
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform
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
Sales Force Automation
Not enough data
8.5
1659
|
Verified
Not enough data
8.3
877
|
Verified
Not enough data
8.2
1574
|
Verified
Not enough data
8.2
1636
|
Verified
Not enough data
7.8
1186
|
Verified
Not enough data
8.4
672
|
Verified
Not enough data
7.9
1217
|
Verified
Not enough data
8.0
1209
|
Verified
Not enough data
8.2
1323
|
Verified
Marketing Automation
Not enough data
8.1
1348
|
Verified
Not enough data
7.9
1305
|
Verified
Not enough data
8.4
1544
|
Verified
Not enough data
7.9
1129
|
Verified
Customer Support
Not enough data
8.0
1203
|
Verified
Not enough data
7.9
1205
|
Verified
Not enough data
7.9
1237
|
Verified
Not enough data
7.8
1069
|
Verified
Not enough data
8.0
1113
|
Verified
Reporting & Analytics
Not enough data
8.2
1514
|
Verified
Not enough data
8.2
1564
|
Verified
Not enough data
8.1
1055
|
Verified
Mobile & Social
Not enough data
8.1
1083
|
Verified
Not enough data
8.0
1092
|
Verified
Not enough data
8.0
1203
|
Verified
Platform
Not enough data
8.1
872
|
Verified
Not enough data
8.2
843
|
Verified
Not enough data
8.4
859
|
Verified
Not enough data
8.1
649
|
Verified
Not enough data
7.8
548
|
Verified
Not enough data
8.1
719
|
Verified
Not enough data
8.4
852
|
Verified
Not enough data
8.1
662
|
Verified
Integration
Not enough data
8.3
652
|
Verified
Not enough data
8.1
646
|
Verified
Not enough data
8.0
606
|
Verified
Generative AI
Not enough data
8.2
181
Agentic AI - CRM
Not enough data
8.0
66
Not enough data
8.3
64
Not enough data
8.1
68
Not enough data
8.0
66
Not enough data
8.2
65
Not enough data
8.3
65
Not enough data
8.3
65
Configuration - cpq
7.6
40
Feature Not Available
6.7
29
|
Verified
Feature Not Available
7.2
35
|
Verified
8.3
59
8.1
39
|
Verified
8.3
55
7.3
35
|
Verified
8.4
60
Pricing
7.9
44
|
Verified
8.1
62
7.7
42
|
Verified
7.5
57
7.6
32
|
Verified
8.1
56
7.9
39
|
Verified
8.4
58
8.0
45
|
Verified
8.6
58
8.1
36
|
Verified
8.5
56
Quoting
7.9
38
8.4
58
8.1
42
|
Verified
8.4
52
8.6
45
|
Verified
8.4
53
8.2
38
|
Verified
8.4
55
7.9
36
|
Verified
8.6
52
Admin
7.6
29
|
Verified
8.2
89
7.6
28
|
Verified
7.7
83
7.5
26
|
Verified
8.3
86
7.8
26
|
Verified
8.3
83
Channels
6.7
28
|
Verified
8.1
57
7.1
30
|
Verified
7.7
52
Feature Not Available
8.0
49
Platform
8.3
27
|
Verified
8.4
89
7.8
20
|
Verified
8.2
85
7.3
13
8.0
77
8.0
27
|
Verified
8.5
88
6.7
27
|
Verified
8.4
90
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
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
Document Creation
7.8
74
|
Verified
Not enough data
7.4
76
|
Verified
Not enough data
8.0
65
|
Verified
Not enough data
8.4
73
|
Verified
Not enough data
8.9
76
|
Verified
Not enough data
8.8
74
|
Verified
Not enough data
Workflow
7.4
70
|
Verified
Not enough data
7.6
65
|
Verified
Not enough data
7.6
70
|
Verified
Not enough data
Analytics
Feature Not Available
Not enough data
7.5
61
|
Verified
Not enough data
7.4
67
|
Verified
Not enough data
Administration and Platform
8.4
68
|
Verified
Not enough data
7.8
68
|
Verified
Not enough data
8.4
69
|
Verified
Not enough data
8.7
69
|
Verified
Not enough data
8.1
54
|
Verified
Not enough data
8.1
57
|
Verified
Not enough data
Generative AI
Not enough data
Not enough data
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
8.3
27
Not enough data
8.1
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
145
Not enough data
8.2
141
Not enough data
8.9
154
Not enough data
8.8
152
Not enough data
8.5
147
Repeatability and Reportability
Not enough data
8.4
144
Not enough data
8.6
149
Not enough data
8.6
142
Not enough data
8.2
138
Not enough data
7.9
120
AI and Automation
Not enough data
8.3
146
Not enough data
8.5
145
Not enough data
8.3
139
Not enough data
8.1
133
Not enough data
7.8
125
Generative AI
Not enough data
7.5
69
Agentic AI - Sales Engagement
Not enough data
7.9
28
Not enough data
7.8
26
Not enough data
8.0
27
Not enough data
7.9
26
Not enough data
7.7
27
Not enough data
8.0
27
Not enough data
8.1
26
Customer Requirements
Not enough data
8.5
51
Not enough data
8.5
50
Not enough data
8.5
52
Contracts
Not enough data
8.5
50
Not enough data
8.2
47
Not enough data
8.4
50
Revenue
Not enough data
8.5
52
Not enough data
8.5
50
Not enough data
8.4
47
Platform Basics
Not enough data
8.4
98
Not enough data
8.6
93
Not enough data
8.6
97
Not enough data
8.4
89
Not enough data
8.8
57
Agentic AI - Customer Journey Mapping
Not enough data
7.2
13
Content
Not enough data
8.9
79
Not enough data
8.6
76
Not enough data
8.5
76
Not enough data
8.7
77
Not enough data
8.6
74
Collaboration
Not enough data
8.8
76
Not enough data
8.5
78
Not enough data
9.0
80
Not enough data
9.0
83
Not enough data
8.7
78
Not enough data
8.7
75
Lead Monitoring
Not enough data
9.0
42
Not enough data
8.9
42
Not enough data
8.7
42
Agentic AI - Lead Capture
Not enough data
7.2
27
Not enough data
7.2
27
Data Capture
Not enough data
8.3
42
Not enough data
8.5
42
Not enough data
8.1
42
Not enough data
8.3
42
Analytics
Not enough data
9.1
42
Not enough data
8.8
42
Customization
Not enough data
8.7
41
Not enough data
8.6
41
Not enough data
8.7
42
Not enough data
8.7
42
Agentic AI - Lead Scoring
Not enough data
6.4
12
Not enough data
6.7
13
Not enough data
6.7
12
Not enough data
6.8
12
Attribution
Not enough data
8.5
21
Not enough data
8.6
22
Not enough data
8.0
21
Discovery
Not enough data
8.6
22
Not enough data
8.3
21
Not enough data
8.3
22
Management
Not enough data
8.4
22
Not enough data
8.4
22
Platform
Not enough data
8.4
22
Not enough data
8.3
21
Agentic AI - Sales Performance Management
Not enough data
7.9
21
Not enough data
8.1
20
Not enough data
7.9
21
Incentives
Not enough data
8.2
153
|
Verified
Not enough data
8.4
160
|
Verified
Not enough data
8.0
152
|
Verified
Not enough data
8.4
161
|
Verified
Personalization
Not enough data
8.5
177
|
Verified
Not enough data
8.6
178
|
Verified
Not enough data
8.6
184
|
Verified
Not enough data
8.4
171
|
Verified
Administrative
Not enough data
8.5
169
|
Verified
Not enough data
8.5
173
|
Verified
Not enough data
8.4
161
Agentic AI - Email Tracking
Not enough data
7.7
30
Not enough data
7.5
29
Not enough data
7.6
30
Not enough data
7.0
29
Not enough data
7.0
30
Not enough data
7.4
30
Not enough data
7.6
29
Analytics
Not enough data
8.3
138
Not enough data
8.3
143
Not enough data
8.4
144
Customizations
Not enough data
8.7
148
Not enough data
8.8
145
Not enough data
8.7
146
Not enough data
8.7
142
Not enough data
8.6
147
Generative AI
Not enough data
7.6
59
Agentic AI - Sales Analytics
Not enough data
7.4
30
Not enough data
7.5
30
Not enough data
7.2
30
Not enough data
7.3
30
Not enough data
7.4
30
Data Sourcing
Not enough data
8.3
145
Not enough data
8.4
149
Not enough data
8.3
142
Not enough data
8.6
156
Not enough data
8.5
147
Predictive Analytics
Not enough data
8.5
147
Not enough data
8.3
139
Not enough data
8.1
124
Not enough data
8.2
130
Sales Management
Not enough data
8.5
154
Not enough data
8.3
131
Not enough data
8.5
145
Not enough data
8.8
152
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
ConnectWise CPQ and Zoho CRM are categorized as CPQ and Quote-to-Cash
Unique Categories
ConnectWise CPQ is categorized as Proposal and E-Signature
Zoho CRM is categorized as Client Portal, Customer Journey Mapping, Sales Engagement, AI Sales Assistant, Sales Analytics, Email Tracking, Sales Gamification, Sales Performance Management, CRM, Lead Capture, Lead Scoring, Sales Enablement, and Insurance CRM
Reviews
Reviewers' Company Size
ConnectWise CPQ
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
Information Technology and Services
54.9%
Computer & Network Security
7.4%
Computer Networking
6.6%
Telecommunications
3.3%
Broadcast Media
3.3%
Other
24.6%
Information Technology and Services
16.1%
Computer Software
9.9%
Marketing and Advertising
8.9%
Financial Services
3.5%
Real Estate
3.4%
Other
58.1%
Alternatives
Discussions
I have 3 PC’s I need to run Quosal on. Must I purchase a copy for each PC?
1 Comment
Official Response from ConnectWise CPQ
Quosal is licensed by user, not by device. You can run the browser based version of Quosal on any number of devices without activation. You can install and...Read more
Do my salespeople need a license if we have one admin that prepares quotes for all of them?
1 Comment
Official Response from ConnectWise CPQ
Yes, each quote preparer AND the salespeople they are preparing quotes for require a license. If the salesperson’s name will appear on the quote, and if...Read more
How does “named user” licensing work?
1 Comment
Official Response from ConnectWise CPQ
“Named User” licensing means that each user that uses Quosal needs a license. Each user logs into and uses Quosal with their own login credentials. Their...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
What are the key strengths of Zoho CRM in managing customer relationships compared to other CRM platforms?
3 Comments
MS
Zoho CRM has some great strengths when it comes to managing customer relationships. First, it's highly customizable, so you can easily tweak the platform to...Read more
