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At a Glance
Market Segments
Small-Business (36.4% of reviews)
Small-Business (62.1% of reviews)
Entry-Level Pricing
Starting at $829.00 10 users Per Month
Free
FileInvite
Star Rating
(11)4.2 out of 5
Market Segments
Small-Business (36.4% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
Starting at $829.00 10 users Per Month
Browse all 3 pricing plansZoho CRM
Star Rating
(2,831)4.1 out of 5
Market Segments
Small-Business (62.1% 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 Sales Force Automation, particularly in Contact & Account Management with a score of 8.5, while FileInvite's focus is more on document management and collaboration, which may not meet the needs of users looking for robust sales features.
- Reviewers mention that FileInvite shines in Document Collaboration, scoring 8.9, which is significantly higher than Zoho CRM's capabilities in this area. Users appreciate the ease of Versioning and E-Signature features, making it ideal for businesses that require efficient document handling.
- G2 users highlight that FileInvite offers superior Quality of Support with a score of 8.9, compared to Zoho CRM's 7.6. Reviewers say that FileInvite's support team is responsive and helpful, which is crucial for users needing immediate assistance.
- Users on G2 report that Zoho CRM provides better Marketing Automation features, particularly in Email Marketing and Lead Management, scoring 8.0 and 8.3 respectively. This makes it a more suitable choice for businesses focused on enhancing their marketing efforts.
- Reviewers mention that Zoho CRM's Integration Capabilities are robust, especially with CRM Integration scoring 8.9, allowing seamless connectivity with other tools. In contrast, FileInvite's integration options are more limited, which may hinder users looking for a comprehensive tech stack.
- Users say that while both platforms offer free entry-level pricing, FileInvite's Ease of Use is rated higher at 9.1, making it more accessible for small businesses or teams without extensive technical expertise, whereas Zoho CRM's score of 8.2 indicates a steeper learning curve.
Pricing
Entry-Level Pricing
FileInvite
Collect
Starting at $829.00
10 users Per Month
For small lending teams needing a faster, easier way to collect documents and a better borrower experience to drive engagement.
- Accelerate document collection
- Streamline borrower experience
- Allow view access to third parties
Zoho 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
FileInvite
No trial information availableZoho CRM
Free Trial is available
Ratings
Meets Requirements
8.5
9
8.4
2,412
Ease of Use
9.1
9
8.3
2,426
Ease of Setup
Not enough data
7.9
1,196
Ease of Admin
Not enough data
8.0
1,005
Quality of Support
8.9
9
7.6
2,206
Has the product been a good partner in doing business?
Not enough data
8.0
981
Product Direction (% positive)
8.7
9
8.0
2,348
Features by Category
Sales Force Automation
Not enough data
8.5
1620
|
Verified
Not enough data
8.3
870
|
Verified
Not enough data
8.2
1543
|
Verified
Not enough data
8.2
1619
|
Verified
Not enough data
7.8
1183
|
Verified
Not enough data
8.4
665
|
Verified
Not enough data
7.9
1213
|
Verified
Not enough data
8.0
1203
|
Verified
Not enough data
8.2
1315
|
Verified
Marketing Automation
Not enough data
8.0
1332
|
Verified
Not enough data
7.9
1295
|
Verified
Not enough data
8.4
1517
|
Verified
Not enough data
7.9
1121
|
Verified
Customer Support
Not enough data
8.0
1195
|
Verified
Not enough data
7.9
1198
|
Verified
Not enough data
7.9
1232
|
Verified
Not enough data
7.8
1066
|
Verified
Not enough data
8.0
1108
|
Verified
Reporting & Analytics
Not enough data
8.2
1494
|
Verified
Not enough data
8.2
1550
|
Verified
Not enough data
8.1
1050
|
Verified
Mobile & Social
Not enough data
8.1
1078
|
Verified
Not enough data
8.0
1089
|
Verified
Not enough data
8.0
1194
|
Verified
Platform
Not enough data
8.1
854
|
Verified
Not enough data
8.1
825
|
Verified
Not enough data
8.4
856
|
Verified
Not enough data
8.1
647
|
Verified
Not enough data
7.8
547
|
Verified
Not enough data
8.1
717
|
Verified
Not enough data
8.4
838
|
Verified
Not enough data
8.1
660
|
Verified
Integration
Not enough data
8.3
648
|
Verified
Not enough data
8.1
631
|
Verified
Not enough data
8.0
596
|
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
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
8.3
88
Not enough data
7.7
83
Not enough data
8.3
86
Not enough data
8.3
83
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
89
Not enough data
8.2
85
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
57
|
Verified
Not enough data
8.7
56
|
Verified
Not enough data
8.7
56
|
Verified
Not enough data
8.5
52
|
Verified
Not enough data
8.5
54
|
Verified
Not enough data
7.7
17
Agentic AI - Sales Gamification
Not enough data
Not enough data
Integrations
Not enough data
8.9
60
|
Verified
Not enough data
8.7
58
Not enough data
8.7
44
Platform
Not enough data
8.8
64
|
Verified
Not enough data
8.9
63
|
Verified
Not enough data
8.7
57
|
Verified
Not enough data
8.7
62
|
Verified
Not enough data
8.7
62
|
Verified
Employee Features
Not enough data
8.9
65
|
Verified
Not enough data
8.7
67
|
Verified
Not enough data
8.8
67
|
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
71
Not enough data
8.8
72
Not enough data
8.8
72
Not enough data
8.8
72
Organization
Not enough data
8.6
73
Not enough data
8.4
72
Not enough data
8.5
72
Performance Analysis
Not enough data
Feature Not Available
Not enough data
8.6
74
Sales Analysis
Not enough data
8.4
68
Not enough data
8.4
72
Generative AI
Not enough data
8.1
26
Not enough data
7.9
26
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
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
96
Not enough data
8.6
91
Not enough data
8.5
95
Not enough data
8.3
87
Not enough data
8.7
54
Agentic AI - Customer Journey Mapping
Not enough data
6.7
10
Content
Feature Not Available
8.9
77
Not enough data
8.6
74
Not enough data
8.5
74
Not enough data
8.6
75
Not enough data
8.6
73
Collaboration
Not enough data
8.7
74
Not enough data
8.5
76
Not enough data
8.9
78
Not enough data
8.9
81
Feature Not Available
8.7
75
Not enough data
8.7
73
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
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
Not enough data
7.9
20
Not enough data
8.2
19
Not enough data
7.8
20
Incentives
Not enough data
8.2
152
|
Verified
Not enough data
8.3
159
|
Verified
Not enough data
8.0
151
|
Verified
Not enough data
8.4
160
|
Verified
Personalization
Not enough data
8.5
176
|
Verified
Not enough data
8.6
177
|
Verified
Not enough data
8.6
183
|
Verified
Not enough data
8.4
170
|
Verified
Administrative
Not enough data
8.5
168
|
Verified
Not enough data
8.5
172
|
Verified
Not enough data
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
137
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
58
Agentic AI - Sales Analytics
Not enough data
7.4
28
Not enough data
7.5
28
Not enough data
7.0
28
Not enough data
7.3
28
Not enough data
7.4
28
Data Sourcing
Not enough data
8.3
143
Not enough data
8.4
147
Not enough data
8.3
140
Not enough data
8.6
152
Not enough data
8.5
144
Predictive Analytics
Not enough data
8.5
144
Not enough data
8.3
136
Not enough data
8.0
122
Not enough data
8.2
128
Sales Management
Not enough data
8.5
151
Not enough data
8.3
129
Not enough data
8.5
142
Not enough data
8.8
149
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
FileInvite and Zoho CRM are categorized as Client Portal
Unique Categories
FileInvite has no unique categories
Zoho CRM is categorized as Customer Journey Mapping, Quote-to-Cash, Sales Engagement, AI Sales Assistant, Sales Analytics, Quote Management, Email Tracking, Sales Gamification, Sales Performance Management, CRM, CPQ, Lead Capture, Lead Scoring, Sales Enablement, and Insurance CRM
Reviews
Reviewers' Company Size
FileInvite
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
Telecommunications
18.2%
Information Technology and Services
18.2%
Hospital & Health Care
18.2%
Non-Profit Organization Management
9.1%
Marketing and Advertising
9.1%
Other
27.3%
Information Technology and Services
15.9%
Computer Software
9.8%
Marketing and Advertising
9.0%
Real Estate
3.5%
Financial Services
3.5%
Other
58.3%
Discussions
Is FileInvite secure?
1 Comment
Official Response from FileInvite
You can rest assured that FileInvite is secure. Some of the world’s largest financial enterprises trust FileInvite to secure their sensitive information....Read more
FileInvite 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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