Compare ConnectWise PSA and Zoho CRM 
At a Glance
Market Segments
Small-Business (67.0% of reviews)
Small-Business (61.6% of reviews)
Entry-Level Pricing
No pricing available
Free
ConnectWise PSA
Star Rating
(518)3.9 out of 5
Market Segments
Small-Business (67.0% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about ConnectWise PSAZoho CRM
Star Rating
(2,894)4.1 out of 5
Market Segments
Small-Business (61.6% of reviews)
Pros & Cons
Entry-Level Pricing
Free
Browse all 5 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that Zoho CRM excels in user experience, with many praising its intuitive interface and seamless integration with other software. Users appreciate how easy it is to navigate the platform, which enhances productivity and reduces the learning curve.
- Users say that ConnectWise PSA is particularly strong in time tracking and billing functionalities, making it a valuable tool for managed service providers. Reviewers highlight the ease of time tracking as a standout feature, which simplifies billing processes.
- According to verified reviews, Zoho CRM offers a more competitive pricing structure, especially for small businesses. Users have noted that it provides a comprehensive suite of features at a lower cost compared to other CRM solutions, making it an attractive option for budget-conscious organizations.
- Reviewers mention that while ConnectWise PSA integrates well with other systems, it may not be as user-friendly as Zoho CRM. Some users have expressed challenges with the overall setup and navigation, which can impact day-to-day usability.
- G2 reviewers highlight that Zoho CRM's support quality is generally well-received, with users appreciating the responsive customer service. This contrasts with ConnectWise PSA, where some users have indicated that support could be improved, particularly in addressing complex issues.
- Users report that both platforms offer strong management capabilities, but Zoho CRM stands out with its robust sales automation and analytics features. Reviewers have noted that it effectively combines sales, support, and customer data under one platform, which is crucial for driving business growth.
Pricing
Entry-Level Pricing
ConnectWise PSA
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 PSA
No trial information availableZoho CRM
Free Trial is available
Ratings
Meets Requirements
8.3
436
8.4
2,460
Ease of Use
7.2
443
8.3
2,479
Ease of Setup
6.2
226
8.0
1,250
Ease of Admin
7.1
214
8.0
1,019
Quality of Support
7.3
408
7.6
2,253
Has the product been a good partner in doing business?
7.4
212
8.0
995
Product Direction (% positive)
6.9
427
8.0
2,395
Features by Category
Sales Force Automation
8.5
137
|
Verified
8.5
1647
|
Verified
7.9
95
|
Verified
8.3
876
|
Verified
7.8
125
|
Verified
8.2
1566
|
Verified
8.3
139
|
Verified
8.2
1632
|
Verified
7.6
101
|
Verified
7.8
1186
|
Verified
8.3
128
8.4
671
|
Verified
8.0
114
|
Verified
7.9
1217
|
Verified
8.1
114
|
Verified
8.0
1209
|
Verified
8.4
124
|
Verified
8.2
1323
|
Verified
Marketing Automation
7.3
85
|
Verified
8.0
1343
|
Verified
7.2
88
|
Verified
7.9
1304
|
Verified
7.4
94
|
Verified
8.4
1538
|
Verified
7.4
76
|
Verified
7.9
1126
|
Verified
Customer Support
8.4
127
8.0
1201
|
Verified
7.6
125
|
Verified
7.9
1204
|
Verified
7.7
119
7.9
1236
|
Verified
7.5
82
7.8
1068
|
Verified
7.9
108
8.0
1113
|
Verified
Reporting & Analytics
7.5
139
|
Verified
8.2
1510
|
Verified
7.3
137
|
Verified
8.2
1559
|
Verified
7.5
112
8.1
1055
|
Verified
Mobile & Social
Feature Not Available
8.1
1082
|
Verified
Feature Not Available
8.0
1091
|
Verified
6.8
95
|
Verified
8.0
1201
|
Verified
Platform
7.4
81
8.1
865
|
Verified
7.9
86
8.1
838
|
Verified
8.2
86
8.4
857
|
Verified
7.6
53
8.1
647
|
Verified
7.3
57
7.8
547
|
Verified
7.0
74
8.1
718
|
Verified
8.0
83
8.4
845
|
Verified
7.3
77
8.1
661
|
Verified
Integration
7.7
79
8.3
651
|
Verified
8.0
78
8.1
640
|
Verified
8.5
75
8.0
600
|
Verified
Generative AI
Not enough data
8.2
180
Agentic AI - CRM
6.1
6
8.0
65
5.3
6
8.3
63
6.1
6
8.1
66
5.3
6
8.0
65
5.8
6
8.3
64
5.3
6
8.3
64
6.4
6
8.3
64
Email Marketing
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Online Marketing
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 Management
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
Campaign Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Social
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
Reporting & Analytics
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
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
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Marketing Automation
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
Integration
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Ticket and Case Management
8.5
232
Not enough data
8.3
229
Not enough data
8.3
224
Not enough data
8.4
214
Not enough data
8.1
201
Not enough data
7.8
216
Not enough data
8.3
224
Not enough data
8.4
167
Not enough data
Generative AI
6.3
9
Not enough data
6.1
9
Not enough data
Agentic AI - Help Desk
4.4
6
Not enough data
4.4
6
Not enough data
4.7
6
Not enough data
Communication Channels
7.6
178
Not enough data
8.5
212
Not enough data
7.7
136
Not enough data
7.1
109
Not enough data
7.5
77
Not enough data
Platform
6.5
85
Not enough data
7.7
96
Not enough data
8.4
104
Not enough data
7.8
88
Not enough data
7.5
195
Not enough data
7.5
203
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
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
8.3
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
161
Not enough data
8.8
157
Not enough data
8.3
146
Not enough data
8.2
142
Not enough data
8.9
155
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
8.6
143
Not enough data
8.2
139
Not enough data
7.9
121
AI and Automation
Not enough data
8.3
147
Not enough data
8.5
146
Not enough data
8.3
140
Not enough data
8.1
134
Not enough data
7.8
126
Generative AI
Not enough data
7.5
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
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
98
Not enough data
8.6
93
Not enough data
8.6
97
Not enough data
8.4
89
Not enough data
8.9
57
Agentic AI - Customer Journey Mapping
Not enough data
7.1
12
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
Customer Management
7.3
48
Not enough data
6.9
49
Not enough data
5.7
44
Not enough data
6.7
51
Not enough data
Project Management
6.6
49
Not enough data
6.6
49
Not enough data
6.6
48
Not enough data
7.2
50
Not enough data
Accounting
6.7
48
Not enough data
7.3
49
Not enough data
6.8
47
Not enough data
6.6
44
Not enough data
6.5
44
Not enough data
Portfolio Management
6.1
44
Not enough data
6.0
43
Not enough data
6.1
43
Not enough data
6.2
42
Not enough data
Analytics
6.0
44
Not enough data
6.6
49
Not enough data
6.1
47
Not enough data
Administration
7.2
49
Not enough data
7.5
50
Not enough data
7.4
47
Not enough data
Platform
7.0
45
Not enough data
6.2
42
Not enough data
6.9
48
Not enough data
5.6
46
Not enough data
4.8
43
Not enough data
Generative AI
4.2
28
Not enough data
4.3
28
Not enough data
Artificial Intelligence - Professional Services Automation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Professional Services Automation
Not enough data
Not enough data
Not enough data
Not enough data
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
154
|
Verified
Not enough data
8.4
161
|
Verified
Not enough data
8.0
153
|
Verified
Not enough data
8.4
162
|
Verified
Personalization
Not enough data
8.5
178
|
Verified
Not enough data
8.6
179
|
Verified
Not enough data
8.6
185
|
Verified
Not enough data
8.4
172
|
Verified
Administrative
Not enough data
8.5
170
|
Verified
Not enough data
8.5
174
|
Verified
Not enough data
8.4
162
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
139
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
8.8
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
Not enough data
7.5
29
Not enough data
7.5
29
Not enough data
7.1
29
Not enough data
7.4
29
Not enough data
7.5
29
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
8.0
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
Incident Management
7.6
11
Not enough data
7.3
11
Not enough data
8.5
11
Not enough data
7.0
11
Not enough data
6.5
11
Not enough data
Reporting
7.3
11
Not enough data
7.7
11
Not enough data
6.5
11
Not enough data
Access & Usability
6.5
10
Not enough data
7.8
9
Not enough data
6.7
9
Not enough data
6.7
9
Not enough data
Agentic AI - Service Desk
4.2
6
Not enough data
6.1
6
Not enough data
5.0
6
Not enough data
4.7
6
Not enough data
4.2
6
Not enough data
4.4
6
Not enough data
4.7
6
Not enough data
Categories
Categories
Shared Categories
ConnectWise PSA and Zoho CRM are categorized as CRM
Unique Categories
ConnectWise PSA is categorized as Professional Services Automation, Service Desk, Help Desk, and Marketing Automation
Zoho CRM is categorized as Client Portal, Customer Journey Mapping, Quote-to-Cash, Sales Engagement, AI Sales Assistant, Sales Analytics, Email Tracking, Sales Gamification, Sales Performance Management, CPQ, Lead Capture, Lead Scoring, Sales Enablement, and Insurance CRM
Reviews
Reviewers' Company Size
ConnectWise PSA
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
59.5%
Computer & Network Security
8.3%
Computer Networking
5.5%
Computer Software
4.3%
Telecommunications
3.2%
Other
19.2%
Information Technology and Services
16.0%
Computer Software
9.9%
Marketing and Advertising
8.8%
Financial Services
3.6%
Real Estate
3.5%
Other
58.2%
Alternatives
Discussions
What applications does this tie to in order to maximimize use of other programs?
1 Comment
GG
I am not familiar with the programs you mention, but we somehow integrated with Hubspot for our sales and marketing teams. I was not part of the integration...Read more
ConnectWise PSA has no more discussions with answers
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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