Compare Custify and Zoho CRM 
Featured Products
At a Glance
Market Segments
Small-Business (63.4% of reviews)
Small-Business (61.6% of reviews)
Entry-Level Pricing
No pricing available
Free
Custify
Star Rating
(485)4.7 out of 5
Market Segments
Small-Business (63.4% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about CustifyZoho 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 providing a comprehensive suite of features at a competitive price, making it a strong choice for small businesses looking for an affordable solution. Users appreciate its ability to combine sales automation, analytics, and multichannel engagement, which supports business growth effectively.
- Users say that Custify stands out for its powerful customer health scoring model, which allows businesses to align metrics directly with retention goals. This feature is particularly beneficial for customer success teams seeking to monitor engagement and renewals in a centralized manner.
- Reviewers mention that while Zoho CRM offers a wide range of functionalities, some users find it challenging to navigate certain configurations. However, many highlight the platform's intuitive design and seamless integration with other software, which enhances usability and overall experience.
- According to verified reviews, Custify shines in its automation capabilities and integrations with tools like Slack and Outlook. Users find that these features streamline customer success processes, making it easier to manage customer relationships and communications.
- G2 reviewers highlight that Zoho CRM has a robust support system, although it receives lower ratings compared to Custify. Users appreciate the availability of resources and assistance, but some feel that Custify's support is more responsive and effective, contributing to a better overall experience.
- Users report that both platforms are user-friendly, but Custify edges out with higher ratings for ease of use and setup. Reviewers note that Custify's straightforward interface and quick onboarding process make it easier for teams to get started and utilize the software effectively.
Pricing
Entry-Level Pricing
Custify
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
Custify
No trial information availableZoho CRM
Free Trial is available
Ratings
Meets Requirements
9.0
371
8.4
2,460
Ease of Use
9.1
420
8.3
2,479
Ease of Setup
8.6
232
8.0
1,250
Ease of Admin
9.0
141
8.0
1,019
Quality of Support
9.6
353
7.6
2,253
Has the product been a good partner in doing business?
9.5
141
8.0
995
Product Direction (% positive)
9.4
366
8.0
2,395
Features by Category
Sales Force Automation
Not enough data
8.5
1647
|
Verified
Not enough data
8.3
876
|
Verified
Not enough data
8.2
1566
|
Verified
Not enough data
8.2
1632
|
Verified
Not enough data
7.8
1186
|
Verified
Not enough data
8.4
671
|
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
8.0
1343
|
Verified
Not enough data
7.9
1304
|
Verified
Not enough data
8.4
1538
|
Verified
Not enough data
7.9
1126
|
Verified
Customer Support
Not enough data
8.0
1201
|
Verified
Not enough data
7.9
1204
|
Verified
Not enough data
7.9
1236
|
Verified
Not enough data
7.8
1068
|
Verified
Not enough data
8.0
1113
|
Verified
Reporting & Analytics
Not enough data
8.2
1510
|
Verified
Not enough data
8.2
1559
|
Verified
Not enough data
8.1
1055
|
Verified
Mobile & Social
Not enough data
8.1
1082
|
Verified
Not enough data
8.0
1091
|
Verified
Not enough data
8.0
1201
|
Verified
Platform
Not enough data
8.1
865
|
Verified
Not enough data
8.1
838
|
Verified
Not enough data
8.4
857
|
Verified
Not enough data
8.1
647
|
Verified
Not enough data
7.8
547
|
Verified
Not enough data
8.1
718
|
Verified
Not enough data
8.4
845
|
Verified
Not enough data
8.1
661
|
Verified
Integration
Not enough data
8.3
651
|
Verified
Not enough data
8.1
640
|
Verified
Not enough data
8.0
600
|
Verified
Generative AI
Not enough data
8.2
180
Agentic AI - CRM
Not enough data
8.0
65
Not enough data
8.3
63
Not enough data
8.1
66
Not enough data
8.0
65
Not enough data
8.3
64
Not enough data
8.3
64
Not enough data
8.3
64
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
Customer Information
9.3
340
|
Verified
Not enough data
9.4
337
|
Verified
Not enough data
8.9
342
|
Verified
Not enough data
9.3
336
|
Verified
Not enough data
9.3
333
|
Verified
Not enough data
8.8
324
|
Verified
Not enough data
8.1
229
Not enough data
Predictions
8.9
300
|
Verified
Not enough data
8.4
299
|
Verified
Not enough data
8.9
304
|
Verified
Not enough data
7.5
174
Not enough data
Platform
8.5
298
|
Verified
Not enough data
9.0
326
|
Verified
Not enough data
8.5
224
|
Verified
Not enough data
8.9
315
|
Verified
Not enough data
8.8
323
|
Verified
Not enough data
8.8
327
|
Verified
Not enough data
9.0
313
|
Verified
Not enough data
9.3
299
|
Verified
Not enough data
9.2
325
|
Verified
Not enough data
9.0
320
|
Verified
Not enough data
Generative AI
7.7
127
Not enough data
7.9
125
Not enough data
Agentic AI - Customer Success
8.5
11
Not enough data
8.8
11
Not enough data
9.0
12
Not enough data
8.9
11
Not enough data
8.5
11
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
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
User Analysis
Not enough data
Not enough data
Not enough data
Not enough data
User Support
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Walkthrough Type
Not enough data
Not enough data
Not enough data
Not enough data
Platform Basics - Digital Adoption Platform
Not enough data
Not enough data
Not enough data
Not enough data
Analytics - Digital Adoption Platform
Not enough data
Not enough data
Functions - Digital Adoption Platform
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Digital Adoption Platform
Not enough data
Not enough data
Product Analytics
9.3
5
Not enough data
8.3
5
Not enough data
9.3
5
Not enough data
8.3
5
Not enough data
9.0
5
Not enough data
8.3
5
Not enough data
8.0
5
Not enough data
8.7
5
Not enough data
Agentic AI - Product 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
Behavioral Analytics - Product 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 Infrastructure - Product Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
AI driven optimization - Product 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
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
Data Sourcing
8.5
8
Not enough data
8.5
8
Not enough data
7.9
8
Not enough data
8.3
8
Not enough data
Intelligence
7.1
7
Not enough data
7.1
7
Not enough data
7.4
7
Not enough data
Sales Team
8.0
5
Not enough data
8.7
5
Not enough data
Not enough data
Not enough data
Intelligence
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Mapping
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Customer Revenue Optimization
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
Platform Basics
9.3
12
8.4
98
8.9
12
8.6
93
9.2
12
8.6
97
8.5
12
8.4
89
9.4
12
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
Platform Basics
9.4
16
Not enough data
8.7
17
Not enough data
Platform Data
8.4
16
Not enough data
8.4
16
Not enough data
8.8
17
Not enough data
9.0
16
Not enough data
Platform Additional Functionality
8.4
15
Not enough data
8.9
14
Not enough data
9.0
14
Not enough data
Agentic AI - Customer Journey 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
Analytics
9.8
8
Not enough data
9.4
8
Not enough data
8.8
7
Not enough data
6.7
7
Not enough data
Customization
8.6
6
Not enough data
7.5
6
Not enough data
8.7
5
Not enough data
8.3
6
Not enough data
Generative AI
7.4
7
Not enough data
8.3
7
Not enough data
Agentic AI - Experience 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
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
Onboarding Setup
8.8
20
Not enough data
8.6
20
Not enough data
8.9
20
Not enough data
Project Tracking
7.5
19
Not enough data
7.7
18
Not enough data
8.0
19
Not enough data
9.0
19
Not enough data
8.3
18
Not enough data
Customer Engagement
8.3
18
Not enough data
8.3
18
Not enough data
8.0
18
Not enough data
8.1
18
Not enough data
8.3
18
Not enough data
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
Categories
Categories
Shared Categories
Custify and Zoho CRM are categorized as Customer Journey Mapping
Unique Categories
Zoho CRM is categorized as Client Portal, Quote-to-Cash, Sales Engagement, AI Sales Assistant, Sales Analytics, Email Tracking, Sales Gamification, Sales Performance Management, CRM, CPQ, Lead Capture, Lead Scoring, Sales Enablement, and Insurance CRM
Reviews
Reviewers' Company Size
Custify
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
47.8%
Information Technology and Services
14.9%
Marketing and Advertising
10.0%
Events Services
1.7%
Financial Services
1.7%
Other
23.9%
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
Where is my data stored?
1 Comment
PW
Your data is stored in a data center either within the European Union or in the US, depending on your preference. Read more
How do we get started?
1 Comment
PW
Simply head to http://custify.com and subscribe for a demoRead more
Can I send unlimited customer data into Custify?
1 Comment
PW
Data storage and data retention depends on the plan that you choose. 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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