Link copied to clipboard # Freshsales vs Zoho CRM Comparison - What are their main differences? Share [ Export ](/compare/freshsales/zoho-crm/export.csv) FreshsalesZoho[+ Add Product](#) Reviews **Freshsales** [ 4.5/5(1,238) ](https://www.g2.com/products/freshsales/reviews#reviews) **Zoho CRM** [ 4.1/5(2,953) ](https://www.g2.com/products/zoho-crm/reviews#reviews) Pricing **Freshsales** Free Trial **Starting at $9.00** 1 User Per Month · Growth **Zoho CRM** Free Trial **Free** · Free Edition **Pricing Insights** from reviews Time to Implement **Freshsales** 1 monthFaster Based on 335 responses **Zoho CRM** 2 months Based on 582 responses Return on Investment **Freshsales** 9 months2 months sooner Based on 263 responses **Zoho CRM** 11 months Based on 485 responses Perceived Cost **Freshsales** $$$$$ **Zoho CRM** $$$$$ Average Discount **Freshsales** 10% **Zoho CRM** 10% ![Freshsales](https://images.g2crowd.com/uploads/product/hd_favicon/020ad5e0a844bc41d785abdf657d7623/freshsales.svg "Freshsales") ![Zoho CRM](https://images.g2crowd.com/uploads/product/hd_favicon/27ab543b51f7ec2623c5b2613dcf73e2/zoho-crm.svg "Zoho CRM") G2 offers free advice on this comparison. 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Pros & Cons **Freshsales** [ Ease of Use (103) ](https://www.g2.com/products/freshsales/reviews?filters%5Bsentiment_snippet%5D=1318749&qs=pros-and-cons#reviews)[ Features (70) ](https://www.g2.com/products/freshsales/reviews?filters%5Bsentiment_snippet%5D=1324369&qs=pros-and-cons#reviews)[ Missing Features (47) ](https://www.g2.com/products/freshsales/reviews?filters%5Bsentiment_snippet%5D=1324231&qs=pros-and-cons#reviews)[ Limited Features (32) ](https://www.g2.com/products/freshsales/reviews?filters%5Bsentiment_snippet%5D=1326425&qs=pros-and-cons#reviews) **Zoho CRM** [ Ease of Use (271) ](https://www.g2.com/products/zoho-crm/reviews?filters%5Bsentiment_snippet%5D=1033869&qs=pros-and-cons#reviews)[ Features (172) ](https://www.g2.com/products/zoho-crm/reviews?filters%5Bsentiment_snippet%5D=1035441&qs=pros-and-cons#reviews)[ Learning Curve (112) ](https://www.g2.com/products/zoho-crm/reviews?filters%5Bsentiment_snippet%5D=1038939&qs=pros-and-cons#reviews)[ Limited Features (71) ](https://www.g2.com/products/zoho-crm/reviews?filters%5Bsentiment_snippet%5D=1035234&qs=pros-and-cons#reviews) Integrations **Freshsales** [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_da24ab8969ae1c7989ab7867d0dd2142/aircall.png "Product Avatar Image") Aircall ](https://www.g2.com/products/aircall/reviews)[ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_69054bc7d40597b06fc3905720ccc914/microsoft-outlook.png "Product Avatar Image") Outlook ](https://www.g2.com/products/microsoft-outlook/reviews)[ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_b8b49f2b6f9cd484b0efa52a4abd8269/microsoft-microsoft-power-bi.png "Product Avatar Image") Microsoft Power BI ](https://www.g2.com/products/microsoft-microsoft-power-bi/reviews)[ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_f6ee5c9dddbf5c28b136829c8782ed1b/slack.png "Product Avatar Image") Slack ](https://www.g2.com/products/slack/reviews)[ View all ](https://www.g2.com/products/freshsales/integrations) **Zoho CRM** [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_f701c2bc8e8128a9090458644727a7a4/3cx.jpg "Product Avatar Image") 3CX ](https://www.g2.com/products/3cx/reviews)[ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_d06214a78a4c42bbd28cfa5c5d8b7b38/acuity-scheduling.png "Product Avatar Image") Acuity Scheduling ](https://www.g2.com/products/acuity-scheduling/reviews)[ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_b3390b4cc3d92e87d570895f7358c003/aws-lambda.jpg "Product Avatar Image") AWS Lambda ](https://www.g2.com/products/aws-lambda/reviews)[ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_3a9f46b15d804a2abbb8138a7bf78b88/calendly%282%29.png "Product Avatar Image") Calendly Sales ](https://www.g2.com/products/calendly/reviews)[ View all ](https://www.g2.com/products/zoho-crm/integrations) Screenshots **Freshsales** ![Freshsales screenshot](https://images.g2crowd.com/cdn-cgi/image/width=600,height=600,fit=scale-down,format=auto,onerror=redirect,/https://images.g2crowd.com/uploads/attachment/file/199379/Contact-scoring.png) **Zoho CRM** ![Zoho CRM screenshot](https://images.g2crowd.com/cdn-cgi/image/width=600,height=600,fit=scale-down,format=auto,onerror=redirect,/https://images.g2crowd.com/uploads/attachment/file/53683/Predictive-Sales.jpg) Ratings Meets Requirements **Freshsales** 8.7 8.71,048 **Zoho CRM** 8.4 8.42,502 Ease of Use **Freshsales** 9.0 9.01,062 **Zoho CRM** 8.3 8.32,525 Ease of Setup **Freshsales** 8.7 8.7568 **Zoho CRM** 8.0 8.01,295 Ease of Admin **Freshsales** 8.9 8.9535 **Zoho CRM** 8.0 8.01,031 Quality of Support **Freshsales** 8.8 8.81,017 **Zoho CRM** 7.7 7.72,293 Has the product been a good partner in doing business? **Freshsales** 9.0 9.0529 **Zoho CRM** 8.0 8.01,006 Product Direction (% positive) **Freshsales** 9.3 9.31,041 **Zoho CRM** 8.0 8.02,422 Features CRM[Hide 141 FeaturesShow 141 Features](javascript:void(0);) 8.4 831 8.1 1,989 Sales Force Automation Contact & Account Management 8.9(won by 0.4) 719 | Verified 8.5 1674 | Verified Partner Relationship Mgmt. (PRM) 8.3(tied score) 416 8.3(tied score) 877 | Verified Opportunity & Pipeline Mgmt. 8.8(won by 0.6) 710 | Verified (There is a greater than 0.5 difference between this product's rating and its competitors) 8.2 1580 | Verified Task / Activity Management 8.5(won by 0.3) 706 | Verified 8.2 1642 | Verified Territory & Quota Management 8.3(won by 0.5) 505 | Verified (There is a greater than 0.5 difference between this product's rating and its competitors) 7.8 1185 | Verified Desktop Integration 8.6(won by 0.2) 336 | Verified 8.4 674 | Verified Product & Price List Management 8.2(won by 0.3) 481 | Verified 7.9 1216 | Verified Quote & Order Management 8.1(won by 0.1) 467 8.0 1209 | Verified Customer Contract Management 8.4(won by 0.2) 509 | Verified 8.2 1323 | Verified Contract/License Management Not enough data Not enough data Marketing Automation Email Marketing 8.5(won by 0.5) 548 (There is a greater than 0.5 difference between this product's rating and its competitors) 8.0 1351 | Verified Campaign Management 8.5(won by 0.6) 521 (There is a greater than 0.5 difference between this product's rating and its competitors) 7.9 1305 | Verified Lead Management 8.9(won by 0.5) 632 (There is a greater than 0.5 difference between this product's rating and its competitors) 8.4 1554 | Verified Marketing ROI Analytics 7.9(tied score) 114 7.9(tied score) 1128 | Verified Email Management Not enough data Not enough data File Management Not enough data Not enough data Deal Management Not enough data Not enough data Customer Support Case Management 8.5(won by 0.5) 532 (There is a greater than 0.5 difference between this product's rating and its competitors) 8.0 1203 | Verified Customer Support Portal 8.6(won by 0.7) 540 (There is a greater than 0.5 difference between this product's rating and its competitors) 7.9 1204 | Verified Knowledge Base 8.6(won by 0.7) 546 (There is a greater than 0.5 difference between this product's rating and its competitors) 7.9 1237 | Verified Call Center Features 8.2(won by 0.4) 457 7.8 1069 | Verified Support Analytics 8.5(won by 0.5) 477 (There is a greater than 0.5 difference between this product's rating and its competitors) 8.0 1112 | Verified Workflow Management Not enough data Not enough data Opportunity Management Not enough data Not enough data Sales Pipeline Management Not enough data Not enough data Reporting/Analytics Not enough data Not enough data Calendar Management Not enough data Not enough data Pipeline Management Not enough data Not enough data Content Management Not enough data Not enough data Communication Management Not enough data Not enough data Visual Analytics Not enough data Not enough data Template Management Not enough data Not enough data Predictive Analytics Not enough data Not enough data Document Management Not enough data Not enough data Channel Management Not enough data Not enough data Commission Management Not enough data Not enough data Field Sales Management Not enough data Not enough data Reporting & Analytics Reporting 8.4(won by 0.2) 632 | Verified 8.2 1519 | Verified Dashboards 8.6(won by 0.4) 664 | Verified 8.2 1569 | Verified Forecasting 8.3(won by 0.2) 507 | Verified 8.1 1054 | Verified Mobile & Social Social Network Integration 8.2(won by 0.2) 207 | Verified 8.0 1091 | Verified Mobile User Support 8.3(won by 0.3) 330 | Verified 8.0 1201 | Verified Social Collaboration Features Feature Not Available 8.1(won by default) 1082 | Verified Third-Party Integrations Not enough data Not enough data Social Media Integration Not enough data Not enough data Customer Support Not enough data Not enough data Multi-Channel Social Integration Not enough data Not enough data Platform Customization 8.4(won by 0.2) 404 | Verified 8.2 876 | Verified Workflow Capability 8.5(won by 0.3) 395 | Verified 8.2 848 | Verified User, Role, and Access Management 8.7(won by 0.3) 413 | Verified 8.4 859 | Verified Internationalization 8.3(won by 0.2) 314 | Verified 8.1 649 | Verified Sandbox / Test Environments 7.7 258 7.8(won by 0.1) 548 | Verified Document & Content Mgmt. 8.0 301 | Verified 8.1(won by 0.1) 719 | Verified Performance and Reliability 8.8(won by 0.4) 413 | Verified 8.4 856 | Verified Output Document Generation 8.0 285 | Verified 8.1(won by 0.1) 662 | Verified Mobile Access Not enough data Not enough data Lead Generation Not enough data Not enough data Integration Data Import & Export Tools 8.4(won by 0.1) 375 | Verified 8.3 651 | Verified Integration APIs 8.3(won by 0.2) 332 | Verified 8.1 648 | Verified Breadth of Partner Applications 7.9 298 | Verified 8.0(won by 0.1) 608 | Verified Third-Party Integration Not enough data Not enough data Internal Chat Integration Not enough data Not enough data Collaboration Tools Not enough data Not enough data Prospecting Tools Not enough data Not enough data Real-Time Data Not enough data Not enough data Generative AI AI Text Generation 7.6 85 8.2(won by 0.6) 180 (There is a greater than 0.5 difference between this product's rating and its competitors) Generative AI Not enough data Not enough data Proposal Generation Not enough data Not enough data Agentic AI - CRM Autonomous Task Execution Not enough data 8.0(won by default) 67 Multi-step Planning Not enough data 8.3(won by default) 65 Cross-system Integration Not enough data 8.1(won by default) 69 Adaptive Learning Not enough data 8.1(won by default) 67 Natural Language Interaction Not enough data 8.3(won by default) 66 Proactive Assistance Not enough data 8.3(won by default) 67 Decision Making Not enough data 8.3(won by default) 67 Calendar/Reminder System Not enough data Not enough data Additional Functionality Search/Filter Not enough data Not enough data Alerts/Notifications Not enough data Not enough data Data Import/Export Not enough data Not enough data Lead Capture Not enough data Not enough data Batch Processing Not enough data Not enough data Email Tracking Not enough data Not enough data Tagging Not enough data Not enough data Pipeline Reports Not enough data Not enough data Drag & Drop Not enough data Not enough data Segmentation Not enough data Not enough data Customizable Fields Not enough data Not enough data Role-Based Permissions Not enough data Not enough data Interaction Tracking Not enough data Not enough data CRM Not enough data Not enough data Document Storage Not enough data Not enough data AI Copilot Not enough data Not enough data Contact Database Not enough data Not enough data Referral Tracking Not enough data Not enough data Quotes/Estimates Not enough data Not enough data Multi-Channel Communication Not enough data Not enough data Lead Qualification Not enough data Not enough data Marketing Automation Not enough data Not enough data Email Templates Not enough data Not enough data Sales Reports Not enough data Not enough data Customer Journey Mapping Not enough data Not enough data Reminders Not enough data Not enough data Lead Scoring Not enough data Not enough data Data Security Not enough data Not enough data Customizable Reports Not enough data Not enough data Calendar Sync Not enough data Not enough data For Startups Not enough data Not enough data Performance Metrics Not enough data Not enough data Sales Trend Analysis Not enough data Not enough data For iPad Devices Not enough data Not enough data Customizable Templates Not enough data Not enough data Activity Tracking Not enough data Not enough data Reporting & Statistics Not enough data Not enough data For Mac Devices Not enough data Not enough data Landing Pages/Web Forms Not enough data Not enough data Lead Nurturing Not enough data Not enough data Gamification Not enough data Not enough data Prioritization Not enough data Not enough data Web-based Deployment Not enough data Not enough data Softphone Not enough data Not enough data Single Sign On Not enough data Not enough data Customer Database Not enough data Not enough data Event Triggered Actions Not enough data Not enough data Mobile App Not enough data Not enough data Email Sequences Not enough data Not enough data Customer Segmentation Not enough data Not enough data Lead Assignment Not enough data Not enough data For Small Businesses Not enough data Not enough data Live Chat Not enough data Not enough data Business Card/Badge Scanning Not enough data Not enough data Data Visualization Not enough data Not enough data Customer Social Profiles Not enough data Not enough data Social Promotion Not enough data Not enough data Monitoring Not enough data Not enough data Engagement Tracking Not enough data Not enough data Social Media Monitoring Not enough data Not enough data Customer Engagement Not enough data Not enough data Sentiment Analysis Not enough data Not enough data Brand Tracking Not enough data Not enough data Audience Targeting Not enough data Not enough data Workflow Automation Not enough data Not enough data AI Sales Assistant[Hide 60 FeaturesShow 60 Features](javascript:void(0);) 8.3 25 8.5 80 Lead Facilitation Customer-facing Chatbot 8.1 19 8.4(won by 0.3) 72 Lead Qualification 8.3 19 8.8(won by 0.5) 73 (There is a greater than 0.5 difference between this product's rating and its competitors) Lead Follow-up 8.6 20 8.8(won by 0.2) 73 Meeting Scheduling 8.7 18 8.8(won by 0.1) 73 Organization Opportunity and Pipeline Management 8.6(tied score) 20 8.6(tied score) 74 Data Entry 8.9(won by 0.5) 19 (There is a greater than 0.5 difference between this product's rating and its competitors) 8.4 73 Integrations / APIs 7.9 19 8.6(won by 0.7) 73 (There is a greater than 0.5 difference between this product's rating and its competitors) Third-Party Integrations Not enough data Not enough data Meeting Management Not enough data Not enough data Calendar Management Not enough data Not enough data Call Management Not enough data Not enough data Document Management Not enough data Not enough data Contact Management Not enough data Not enough data Task Management Not enough data Not enough data Lead Management Not enough data Not enough data Content Management Not enough data Not enough data Notes Management Not enough data Not enough data Sales Activity Management Not enough data Not enough data Email Management Not enough data Not enough data Performance Analysis Peformance Tracking 8.3 23 8.6(won by 0.3) 75 Coaching 7.9(won by default) 17 Feature Not Available Email Tracking Not enough data Not enough data Call Tracking Not enough data Not enough data Sales Analysis ROI Forecasting 7.8 20 8.4(won by 0.6) 69 (There is a greater than 0.5 difference between this product's rating and its competitors) Sales Forecasting 8.8(won by 0.4) 21 8.4 73 Generative AI AI Text Generation 8.3(tied score) 12 8.3(tied score) 27 AI Text Summarization 7.9 13 8.1(won by 0.2) 27 Generative AI Not enough data Not enough data Agentic AI - AI Sales Assistant Autonomous Task Execution Not enough data Not enough data Multi-step Planning Not enough data Not enough data Cross-system Integration Not enough data Not enough data Adaptive Learning Not enough data Not enough data Natural Language Interaction Not enough data Not enough data Proactive Assistance Not enough data Not enough data Decision Making Not enough data Not enough data AI/Machine Learning Not enough data Not enough data Additional Functionality Email Response Control Not enough data Not enough data Speech Recognition Not enough data Not enough data Customer Engagement Not enough data Not enough data Dashboard Not enough data Not enough data Chat/Messaging Not enough data Not enough data AI Writing Assistant Not enough data Not enough data For Sales Teams/Organizations Not enough data Not enough data Sales Automation Not enough data Not enough data Alerts/Notifications Not enough data Not enough data CRM Not enough data Not enough data Predictive Analytics Not enough data Not enough data Lead Scoring Not enough data Not enough data Templates Not enough data Not enough data Reminders Not enough data Not enough data Email Templates Not enough data Not enough data SMS Messaging Not enough data Not enough data Personalization Not enough data Not enough data Reporting/Analytics Not enough data Not enough data Conversation Intelligence Not enough data Not enough data Lead Engagement Not enough data Not enough data Customer Database Not enough data Not enough data AI Copilot Not enough data Not enough data Omnichannel Outreach Not enough data Not enough data Workflow Automation Not enough data Not enough data Sales Engagement[Hide 39 FeaturesShow 39 Features](javascript:void(0);) 8.5 276 8.2 170 Integrated Workflows Task Management 9.0(won by 0.3) 236 | Verified 8.7 160 Email Tracking/Automation 8.9(won by 0.1) 244 | Verified 8.8 156 Calls and Voice 8.4(won by 0.1) 182 | Verified 8.3 145 Other Outreach Options 8.7(won by 0.5) 182 | Verified (There is a greater than 0.5 difference between this product's rating and its competitors) 8.2 141 CRM Integration 8.9(tied score) 219 | Verified 8.9(tied score) 154 Calendar 8.7 69 8.8(won by 0.1) 152 Shared Records 8.8(won by 0.3) 64 8.5 147 Business Process Automation Not enough data Not enough data Performance Management Not enough data Not enough data Calendar Management Not enough data Not enough data Sales Pipeline Management Not enough data Not enough data Communication Management Not enough data Not enough data Campaign Management Not enough data Not enough data Repeatability and Reportability Content Management 8.9(won by 0.5) 206 | Verified (There is a greater than 0.5 difference between this product's rating and its competitors) 8.4 144 Workflow Management 8.9(won by 0.3) 222 | Verified 8.6 149 Workflow Performance 8.9(won by 0.3) 220 | Verified 8.6 142 Sales Coaching and Insights 8.7(won by 0.5) 186 | Verified (There is a greater than 0.5 difference between this product's rating and its competitors) 8.2 138 Gamification 7.6 57 7.9(won by 0.3) 120 AI and Automation Lead Prioritization 8.4(won by 0.1) 66 8.3 146 Lead Scoring 8.2 69 8.5(won by 0.3) 145 Best Time of Day Scheduling 8.3(tied score) 62 8.3(tied score) 139 Buyer Intelligence 7.9 63 8.1(won by 0.2) 133 Machine Learning 7.7 59 7.8(won by 0.1) 125 Generative AI AI Text Generation 8.2(won by 0.7) 28 (There is a greater than 0.5 difference between this product's rating and its competitors) 7.5 69 Generative AI Not enough data Not enough data Lead Generation Not enough data Not enough data Agentic AI - Sales Engagement Autonomous Task Execution Not enough data 7.9(won by default) 28 Multi-step Planning Not enough data 7.8(won by default) 26 Cross-system Integration Not enough data 8.0(won by default) 27 Adaptive Learning Not enough data 7.9(won by default) 26 Natural Language Interaction Not enough data 7.7(won by default) 27 Proactive Assistance Not enough data 8.0(won by default) 27 Decision Making Not enough data 8.1(won by default) 26 Strategic Planning Not enough data Not enough data Additional Functionality Prospecting Tools Not enough data Not enough data Reporting/Analytics Not enough data Not enough data AI Copilot Not enough data Not enough data Auto-Dialer Not enough data Not enough data For Sales Teams/Organizations Not enough data Not enough data Lead Scoring[Hide 64 FeaturesShow 64 Features](javascript:void(0);) 8.7 58 7.9 23 Agentic AI - Lead Scoring Autonomous Task Execution Not enough data 6.4(won by default) 12 Cross-system Integration Not enough data 6.7(won by default) 13 Adaptive Learning Not enough data 6.7(won by default) 12 Decision Making Not enough data 6.8(won by default) 12 AI/Machine Learning Not enough data Not enough data Social Media Integration Not enough data Not enough data Third-Party Integrations Not enough data Not enough data Attribution Lead Opportunity 8.8(won by 0.3) 50 8.5 21 Lead Assignment 9.0(won by 0.4) 51 8.6 22 Pipeline Acceleration 8.6(won by 0.6) 50 (There is a greater than 0.5 difference between this product's rating and its competitors) 8.0 21 Discovery Lead Management 8.9(won by 0.3) 51 8.6 22 Scoring/Ranking 8.5(won by 0.2) 53 8.3 21 Lead Context 8.7(won by 0.4) 50 8.3 22 Pipeline Management Not enough data Not enough data Workflow Management Not enough data Not enough data Opportunity Management Not enough data Not enough data Task Management Not enough data Not enough data Contact Management Not enough data Not enough data Calendar Management Not enough data Not enough data Email Management Not enough data Not enough data Campaign Management Not enough data Not enough data Management Conversion Viability 8.7(won by 0.3) 49 8.4 22 Workflow 9.0(won by 0.6) 51 (There is a greater than 0.5 difference between this product's rating and its competitors) 8.4 22 Platform Data Synchronization 8.5(won by 0.1) 49 8.4 22 Analysis 8.7(won by 0.4) 51 8.3 21 Sales Trend Analysis Not enough data Not enough data Demographic/Firmographic Data Not enough data Not enough data Real-Time Data Not enough data Not enough data Additional Functionality Drag & Drop Not enough data Not enough data Interaction Tracking Not enough data Not enough data Customizable Fields Not enough data Not enough data Multiple Scoring Models Not enough data Not enough data CRM Not enough data Not enough data Customer Segmentation Not enough data Not enough data Predictive Analytics Not enough data Not enough data Prioritization Not enough data Not enough data Lead Qualification Not enough data Not enough data Contact Database Not enough data Not enough data Reporting & Statistics Not enough data Not enough data Alerts/Notifications Not enough data Not enough data Email Marketing Not enough data Not enough data Lead Nurturing Not enough data Not enough data Web Forms Not enough data Not enough data Document Storage Not enough data Not enough data Search/Filter Not enough data Not enough data Prospecting Tools Not enough data Not enough data Email Tracking Not enough data Not enough data Sales Forecasting Not enough data Not enough data Customizable Templates Not enough data Not enough data Lead Generation Not enough data Not enough data Sales Reports Not enough data Not enough data Lead Distribution Not enough data Not enough data Data Enrichment Not enough data Not enough data AI Copilot Not enough data Not enough data API Not enough data Not enough data Real-Time Notifications Not enough data Not enough data Lead Capture Not enough data Not enough data Reminders Not enough data Not enough data Generative AI Not enough data Not enough data Forecasting Not enough data Not enough data Email Templates Not enough data Not enough data Activity Dashboard Not enough data Not enough data Activity Tracking Not enough data Not enough data Workflow Automation Not enough data Not enough data Sales Performance Management[Hide 82 FeaturesShow 82 Features](javascript:void(0);) 8.5 38 8.3 198 Agentic AI - Sales Performance Management Autonomous Task Execution Not enough data 7.9(won by default) 21 Natural Language Interaction Not enough data 8.1(won by default) 20 Proactive Assistance Not enough data 7.9(won by default) 21 Incentives Badges 8.5(won by 0.3) 28 8.2 153 | Verified Triggers 8.6(won by 0.2) 29 8.4 160 | Verified Commission Calculator 7.9 28 8.0(won by 0.1) 152 | Verified Leaderboards 8.3 30 8.4(won by 0.1) 161 | Verified Personalization Profiles 8.8(won by 0.3) 32 8.5 177 | Verified Custom Reports 8.6(tied score) 33 8.6(tied score) 178 | Verified Dashboards 8.6(tied score) 34 8.6(tied score) 184 | Verified Goal Setting/Tracking 8.4(tied score) 31 8.4(tied score) 171 | Verified Sales Reports Not enough data Not enough data Incentive Management Not enough data Not enough data Administrative Third-Party Integrations 8.5(tied score) 32 8.5(tied score) 169 | Verified Employee Structure 8.4 29 8.5(won by 0.1) 173 | Verified Behavior Monitoring 8.4(tied score) 28 8.4(tied score) 161 Additional Functionality Generative AI Not enough data Not enough data Gamification Not enough data Not enough data Real-Time Updates Not enough data Not enough data Employee Reward Programs Not enough data Not enough data Employee Management Not enough data Not enough data Ongoing Performance Tracking Not enough data Not enough data Benchmarking Not enough data Not enough data Commission Management Not enough data Not enough data For Sales Teams/Organizations Not enough data Not enough data Performance Metrics Not enough data Not enough data Sales Planning Not enough data Not enough data Single Sign On Not enough data Not enough data Performance Management Not enough data Not enough data Forecasting Not enough data Not enough data Quota Planning Not enough data Not enough data Accounting Not enough data Not enough data Workflow Management Not enough data Not enough data Compliance Management Not enough data Not enough data User Management Not enough data Not enough data Rewards Points Not enough data Not enough data Organizational Charting Not enough data Not enough data AI Copilot Not enough data Not enough data Access Controls/Permissions Not enough data Not enough data Customizable Branding Not enough data Not enough data Milestone Tracking Not enough data Not enough data Territory Management Not enough data Not enough data Performance Appraisal Not enough data Not enough data Calendar Management Not enough data Not enough data Alerts/Notifications Not enough data Not enough data Sales Onboarding & Training Not enough data Not enough data Employee Recognition Not enough data Not enough data Reporting/Analytics Not enough data Not enough data Ratings/Reviews Not enough data Not enough data API Not enough data Not enough data Feedback Management Not enough data Not enough data Training Management Not enough data Not enough data Goal Management Not enough data Not enough data Assignment Management Not enough data Not enough data Lead Scoring Not enough data Not enough data Search/Filter Not enough data Not enough data Electronic Signature Not enough data Not enough data Collaboration Tools Not enough data Not enough data Kanban Board Not enough data Not enough data Email Management Not enough data Not enough data Commenting/Notes Not enough data Not enough data Data Import/Export Not enough data Not enough data Prospecting Tools Not enough data Not enough data Interaction Tracking Not enough data Not enough data Product Catalog Not enough data Not enough data Live Chat Not enough data Not enough data Sales Pipeline Management Not enough data Not enough data Appointment Scheduling Not enough data Not enough data Email Templates Not enough data Not enough data Event Triggered Actions Not enough data Not enough data Transfers/Routing Not enough data Not enough data Activity/News Feed Not enough data Not enough data Lead Management Not enough data Not enough data Revenue Management Not enough data Not enough data Document Management Not enough data Not enough data Task Management Not enough data Not enough data File Sharing Not enough data Not enough data Mobile Access Not enough data Not enough data Reminders Not enough data Not enough data Mobile App Not enough data Not enough data Call Logging Not enough data Not enough data Workflow Automation Not enough data Not enough data Email Tracking[Hide 48 FeaturesShow 48 Features](javascript:void(0);) 8.7 289 8.0 161 Agentic AI - Email Tracking Autonomous Task Execution Not enough data 7.7(won by default) 30 Multi-step Planning Not enough data 7.5(won by default) 29 Cross-system Integration Not enough data 7.6(won by default) 30 Adaptive Learning Not enough data 7.0(won by default) 29 Natural Language Interaction Not enough data 7.0(won by default) 30 Proactive Assistance Not enough data 7.4(won by default) 30 Decision Making Not enough data 7.6(won by default) 29 Analytics Open Rates 8.9(won by 0.6) 223 (There is a greater than 0.5 difference between this product's rating and its competitors) 8.3 138 Link Activity 8.8(won by 0.5) 216 (There is a greater than 0.5 difference between this product's rating and its competitors) 8.3 143 Attachment Activity 8.2 50 8.4(won by 0.2) 144 Customizations Email Platform Integration 9.0(won by 0.3) 232 8.7 148 Email Scheduling 9.2(won by 0.4) 238 8.8 145 Real-Time Notifications 8.9(won by 0.2) 244 8.7 146 Email Categorization 8.6 219 8.7(won by 0.1) 142 Templates 8.9(won by 0.3) 240 8.6 147 Third-Party Integrations Not enough data Not enough data Generative AI AI Text Generation 7.7(won by 0.1) 32 7.6 59 Generative AI Not enough data Not enough data Additional Functionality Contact Management Not enough data Not enough data Email Marketing Not enough data Not enough data Drag & Drop Not enough data Not enough data Drip Campaigns Not enough data Not enough data Workflow Management Not enough data Not enough data Customizable Fields Not enough data Not enough data Monitoring Not enough data Not enough data CRM Not enough data Not enough data Team Management Not enough data Not enough data Click Tracking Not enough data Not enough data Subscription Management Not enough data Not enough data Activity Dashboard Not enough data Not enough data API Not enough data Not enough data Location Tracking Not enough data Not enough data Customer Segmentation Not enough data Not enough data Geolocation Not enough data Not enough data Customizable Branding Not enough data Not enough data Activity Tracking Not enough data Not enough data Data Import/Export Not enough data Not enough data Mailing List Management Not enough data Not enough data Campaign Management Not enough data Not enough data Email Management Not enough data Not enough data Audience Targeting Not enough data Not enough data Reporting/Analytics Not enough data Not enough data AI Copilot Not enough data Not enough data Email Distribution Not enough data Not enough data Email Reminders Not enough data Not enough data Autoresponders Not enough data Not enough data Engagement Tracking Not enough data Not enough data Event Triggered Actions Not enough data Not enough data Sales Analytics[Hide 58 FeaturesShow 58 Features](javascript:void(0);) 8.2 103 8.1 174 Agentic AI - Sales Analytics Autonomous Task Execution Not enough data 7.5(won by default) 31 Cross-system Integration Not enough data 7.5(won by default) 31 Adaptive Learning Not enough data 7.2(won by default) 30 Natural Language Interaction Not enough data 7.3(won by default) 30 Proactive Assistance Not enough data 7.4(won by default) 31 Third-Party Integrations Not enough data Not enough data CRM Integration Not enough data Not enough data Data Sourcing Data Sourcing 8.1 84 8.3(won by 0.2) 145 Exporting & Sharing Data 8.4(tied score) 84 8.4(tied score) 149 Multi-Device Data Visualization 8.2 78 8.3(won by 0.1) 142 Interactive Dashboards 8.4 89 8.6(won by 0.2) 157 Data Segmentation 8.3 84 8.5(won by 0.2) 147 Predictive Analytics Lead Scoring 8.1 85 8.5(won by 0.4) 147 Opportunity Scoring 8.2 83 8.3(won by 0.1) 139 Risk Analysis 8.0 78 8.1(won by 0.1) 124 Live Forecasting 7.6 80 8.2(won by 0.6) 130 (There is a greater than 0.5 difference between this product's rating and its competitors) Budgeting/Forecasting Not enough data Not enough data Correlation Analysis Not enough data Not enough data Competitive Analysis Not enough data Not enough data Sales Trend Analysis Not enough data Not enough data Statistical Analysis Not enough data Not enough data Sales Management Live Pipeline Management 8.4 89 8.5(won by 0.1) 154 Sales Gamification 7.8 79 8.3(won by 0.5) 131 (There is a greater than 0.5 difference between this product's rating and its competitors) Account-Based Analytics 8.3 84 8.5(won by 0.2) 145 Activity Tracking 8.7 89 8.8(won by 0.1) 152 Predictive Analytics Not enough data Not enough data Visual Analytics Not enough data Not enough data Task Management Not enough data Not enough data Contact Management Not enough data Not enough data Lead Management Not enough data Not enough data Opportunity Management Not enough data Not enough data Workflow Management Not enough data Not enough data Additional Functionality Dynamic Modeling Not enough data Not enough data Lead Qualification Not enough data Not enough data Lead Capture Not enough data Not enough data Real-Time Reporting Not enough data Not enough data Contact Database Not enough data Not enough data API Not enough data Not enough data Reporting & Statistics Not enough data Not enough data Role-Based Permissions Not enough data Not enough data Collaboration Tools Not enough data Not enough data Dashboard Creation Not enough data Not enough data Modeling & Simulation Not enough data Not enough data Exception Reporting Not enough data Not enough data Generative AI Not enough data Not enough data Sales Reports Not enough data Not enough data Performance Metrics Not enough data Not enough data "What If" Scenarios Not enough data Not enough data Customizable Reports Not enough data Not enough data Data Import/Export Not enough data Not enough data AI Copilot Not enough data Not enough data Graphical Data Presentation Not enough data Not enough data Drag & Drop Not enough data Not enough data Access Controls/Permissions Not enough data Not enough data Alerts/Notifications Not enough data Not enough data Business Process Control Not enough data Not enough data Multi-Currency Not enough data Not enough data Pipeline Reports Not enough data Not enough data CPQ[Hide 65 FeaturesShow 65 Features](javascript:void(0);) Not enough data 7.7 121 Configuration - cpq Configuration Rules Not enough data 8.3(won by default) 59 Price Configuration Not enough data 8.3(won by default) 55 Visual Configuration Not enough data 8.4(won by default) 60 Product Catalog Not enough data Feature Not Available Guided Selling Not enough data Feature Not Available Pricing Pricing Flexibility Not enough data 8.1(won by default) 62 Discounting Not enough data 7.5(won by default) 57 Commerical Rules Not enough data 8.1(won by default) 56 Terms and Conditions Not enough data 8.4(won by default) 58 Approval Workflow Not enough data 8.6(won by default) 58 Renewals Not enough data 8.5(won by default) 56 Quoting Grouping Not enough data 8.4(won by default) 58 Version Control Not enough data 8.4(won by default) 52 Quote Document Generation Not enough data 8.4(won by default) 53 Ordering Not enough data 8.4(won by default) 55 Contracts Not enough data 8.6(won by default) 52 Approval Process Control Not enough data Not enough data Admin Configuration Ease of Admin Not enough data 8.2(won by default) 89 Pricing Administration Not enough data 7.7(won by default) 83 Workflow Management Not enough data 8.3(won by default) 86 Document Management Not enough data 8.3(won by default) 83 Contact Management Not enough data Not enough data Discount Management Not enough data Not enough data Catalog Management Not enough data Not enough data Contract/License Management Not enough data Not enough data Renewal Management Not enough data Not enough data Price/Margin Management Not enough data Not enough data Order Management Not enough data Not enough data Channels Mobile User Support Not enough data 8.1(won by default) 57 Channel Partner Support Not enough data 7.7(won by default) 52 eCommerce Not enough data 8.0(won by default) 49 Platform CRM Integration Not enough data 8.4(won by default) 89 Integration API Not enough data 8.2(won by default) 85 Internationalization Not enough data 8.0(won by default) 77 Scalability Not enough data 8.5(won by default) 88 Reporting and Dashboards Not enough data 8.4(won by default) 90 ERP Integration Not enough data 8.6(won by default) 20 Activity Dashboard Not enough data Not enough data Third-Party Integrations Not enough data Not enough data Generative AI - cpq Dynamic Quoting Not enough data 7.4(won by default) 15 Dynamic Pricing Not enough data 7.5(won by default) 16 Personalized Sale Recommendations Not enough data 7.7(won by default) 16 Additional Functionality Price and Cost Calculations Not enough data Not enough data Data Visualization Not enough data Not enough data Rules Engine Not enough data Not enough data Real-Time Data Not enough data Not enough data Quotes/Estimates Not enough data Not enough data Audit Trail Not enough data Not enough data Drag & Drop Not enough data Not enough data Access Controls/Permissions Not enough data Not enough data Sales Automation Not enough data Not enough data Document Storage Not enough data Not enough data AI Copilot Not enough data Not enough data CRM Not enough data Not enough data Customizable Templates Not enough data Not enough data Product Configurator Not enough data Not enough data Self Service Portal Not enough data Not enough data Forecasting Not enough data Not enough data Bills of Material Not enough data Not enough data Multi-Currency Not enough data Not enough data Generative AI Not enough data Not enough data Customizable Branding Not enough data Not enough data Electronic Signature Not enough data Not enough data Document Templates Not enough data Not enough data Reporting & Statistics Not enough data Not enough data Sales Gamification[Hide 18 FeaturesShow 18 Features](javascript:void(0);) Not enough data 8.7 75 Competition Competition Templates Not enough data 8.7(won by default) 58 | Verified Custom Competitions Not enough data 8.7(won by default) 57 | Verified Team Competitions Not enough data 8.7(won by default) 57 | Verified Simultaneous Competitions Not enough data 8.5(won by default) 53 | Verified Competition Adjustments Not enough data 8.5(won by default) 55 | Verified Awards and Incentives Not enough data 7.9(won by default) 18 Agentic AI - Sales Gamification Autonomous Task Execution Not enough data Not enough data Integrations CRM Integration Not enough data 8.9(won by default) 61 | Verified Social Collaboration Integration Not enough data 8.8(won by default) 59 TV Streaming Not enough data 8.7(won by default) 45 Platform Reporting Not enough data 8.8(won by default) 65 | Verified User, Role, and Access Management Not enough data 8.9(won by default) 64 | Verified Enterprise Scalability Not enough data 8.8(won by default) 58 | Verified Data Import & Export Tools Not enough data 8.8(won by default) 63 | Verified Performance and Reliability Not enough data 8.8(won by default) 63 | Verified Employee Features User Profiles Not enough data 8.9(won by default) 66 | Verified Notifications Not enough data 8.8(won by default) 68 | Verified Mobile Not enough data 8.8(won by default) 68 | Verified Quote-to-Cash[Hide 9 FeaturesShow 9 Features](javascript:void(0);) Not enough data 8.4 56 Customer Requirements Quoting Not enough data 8.5(won by default) 51 Configuration Not enough data 8.5(won by default) 50 Pricing Not enough data 8.5(won by default) 52 Contracts Creation Not enough data 8.5(won by default) 50 Negotiation Not enough data 8.2(won by default) 47 Execution Not enough data 8.4(won by default) 50 Revenue Invoicing Not enough data 8.5(won by default) 52 Matching Not enough data 8.5(won by default) 50 Recognition Not enough data 8.4(won by default) 47 Customer Journey Mapping[Hide 56 FeaturesShow 56 Features](javascript:void(0);) Not enough data 8.4 106 Platform Basics Customizable Templates Not enough data 8.4(won by default) 98 Exporting Not enough data 8.6(won by default) 93 Multi-user Access and Collaboration Not enough data 8.6(won by default) 97 Multiple Personas Not enough data 8.4(won by default) 89 Data Analytics Not enough data 8.8(won by default) 57 Predictive Analytics Not enough data Not enough data Behavioral Analytics Not enough data Not enough data Campaign Analytics Not enough data Not enough data Website Analytics Not enough data Not enough data Visual Analytics Not enough data Not enough data Agentic AI - Customer Journey Mapping Autonomous Task Execution Not enough data 7.2(won by default) 13 Additional Functionality Multi-Channel Marketing Not enough data Not enough data Map Creation Not enough data Not enough data Email Marketing Not enough data Not enough data Single Sign On Not enough data Not enough data Performance Metrics Not enough data Not enough data Customer Database Not enough data Not enough data API Not enough data Not enough data Activity Dashboard Not enough data Not enough data Data Linking Not enough data Not enough data Whiteboard Not enough data Not enough data Drag & Drop Not enough data Not enough data Data Visualization Not enough data Not enough data Collaboration Tools Not enough data Not enough data Brainstorming Not enough data Not enough data Conversion Tracking Not enough data Not enough data Workflow Management Not enough data Not enough data Activity Tracking Not enough data Not enough data Behavior Tracking Not enough data Not enough data Personalization Not enough data Not enough data Customizable Reports Not enough data Not enough data Customer Journey Mapping Not enough data Not enough data Customer Profiles Not enough data Not enough data AI Copilot Not enough data Not enough data Third-Party Integrations Not enough data Not enough data Real-Time Notifications Not enough data Not enough data Tagging Not enough data Not enough data Audience Targeting Not enough data Not enough data CRM Not enough data Not enough data Surveys & Feedback Not enough data Not enough data Data Import/Export Not enough data Not enough data Reporting & Statistics Not enough data Not enough data Communication Management Not enough data Not enough data Attribution Modeling Not enough data Not enough data Action Management Not enough data Not enough data Map Sharing Not enough data Not enough data Engagement Tracking Not enough data Not enough data Customizable Branding Not enough data Not enough data Generative AI Not enough data Not enough data Customer Touchpoints Not enough data Not enough data Customer Experience Management Not enough data Not enough data Diagramming Not enough data Not enough data Campaign Management Not enough data Not enough data A/B Testing Not enough data Not enough data Storyboarding Not enough data Not enough data Customer Segmentation Not enough data Not enough data Client Portal[Hide 20 FeaturesShow 20 Features](javascript:void(0);) Not enough data 8.7 89 Content Document Collaboration Not enough data 8.9(won by default) 79 Versioning Not enough data 8.6(won by default) 76 E-Signature Not enough data 8.5(won by default) 76 File Request Not enough data 8.7(won by default) 77 Feedback Not enough data 8.6(won by default) 74 Collaboration Billing and Invoicing Not enough data 8.8(won by default) 76 Instant Messaging Not enough data 8.5(won by default) 78 Project Management Not enough data 9.0(won by default) 80 Analytics Not enough data 9.0(won by default) 83 Time Tracking Not enough data 8.7(won by default) 78 Mobile Application Not enough data 8.7(won by default) 75 Engagement Tracking Not enough data Not enough data Additional Functionality Search/Filter Not enough data Not enough data AI Copilot Not enough data Not enough data Commenting/Notes Not enough data Not enough data Content Publishing Options Not enough data Not enough data Reporting & Statistics Not enough data Not enough data Content Library Not enough data Not enough data Document Classification Not enough data Not enough data Drag & Drop Not enough data Not enough data Lead Capture[Hide 83 FeaturesShow 83 Features](javascript:void(0);) Not enough data 8.5 44 Lead Monitoring Features Not enough data 9.0(won by default) 42 Performance Not enough data 8.9(won by default) 42 Identification Not enough data 8.7(won by default) 42 Lead Capture Not enough data Not enough data Agentic AI - Lead Capture Cross-system Integration Not enough data 7.2(won by default) 27 Proactive Assistance Not enough data 7.2(won by default) 27 Data Capture Mobile Not enough data 8.3(won by default) 42 Websites Not enough data 8.5(won by default) 42 Social Media Not enough data 8.1(won by default) 42 Data Not enough data 8.3(won by default) 42 Analytics Export/Import Not enough data 9.1(won by default) 42 Reporting Not enough data 8.8(won by default) 42 Customization Web Forms Not enough data 8.7(won by default) 41 Personalization Not enough data 8.6(won by default) 41 Templates Not enough data 8.7(won by default) 42 Integration Not enough data 8.7(won by default) 42 Social Media Integration Not enough data Not enough data Customizable Forms Not enough data Not enough data Customizable Templates Not enough data Not enough data Additional Functionality Lead Segmentation Not enough data Not enough data Conversion Tracking Not enough data Not enough data Activity Dashboard Not enough data Not enough data A/B Testing Not enough data Not enough data AI Copilot Not enough data Not enough data Pipeline Management Not enough data Not enough data Drag & Drop Not enough data Not enough data Reporting & Statistics Not enough data Not enough data Multi-Campaign Not enough data Not enough data Prospecting Tools Not enough data Not enough data Customizable Fields Not enough data Not enough data Lead Distribution Not enough data Not enough data Event Triggered Actions Not enough data Not enough data Engagement Tracking Not enough data Not enough data Generative AI Not enough data Not enough data Chat/Messaging Not enough data Not enough data CRM Not enough data Not enough data Email Marketing Not enough data Not enough data Template Management Not enough data Not enough data Lead Nurturing Not enough data Not enough data Customizable Branding Not enough data Not enough data Contact Management Not enough data Not enough data Contact Database Not enough data Not enough data Email Management Not enough data Not enough data Real-Time Notifications Not enough data Not enough data Customer Segmentation Not enough data Not enough data Surveys & Feedback Not enough data Not enough data Campaign Management Not enough data Not enough data Activity Tracking Not enough data Not enough data Alerts/Notifications Not enough data Not enough data Data Extraction Not enough data Not enough data Lead Notifications Not enough data Not enough data Reporting/Analytics Not enough data Not enough data Dashboard Not enough data Not enough data Business Card/Badge Scanning Not enough data Not enough data Lead Generation Not enough data Not enough data Customer Database Not enough data Not enough data Autoresponders Not enough data Not enough data Lead Qualification Not enough data Not enough data API Not enough data Not enough data Forms Management Not enough data Not enough data Visitor Tracking Not enough data Not enough data Lead Management Not enough data Not enough data Campaign Analytics Not enough data Not enough data Search/Filter Not enough data Not enough data Campaign Planning Not enough data Not enough data Lead Scoring Not enough data Not enough data Email Tracking Not enough data Not enough data Drip Campaigns Not enough data Not enough data Campaign Segmentation Not enough data Not enough data Lead Verification/Validation Not enough data Not enough data Source Tracking Not enough data Not enough data Calendar Management Not enough data Not enough data Reminders Not enough data Not enough data Interaction Tracking Not enough data Not enough data Opportunity Management Not enough data Not enough data Sales Reports Not enough data Not enough data Document Storage Not enough data Not enough data Sales Trend Analysis Not enough data Not enough data Monitoring Not enough data Not enough data For Sales Teams/Organizations Not enough data Not enough data Sales Forecasting Not enough data Not enough data Workflow Management Not enough data Not enough data Task Management Not enough data Not enough data Online Form Builder[Hide 44 FeaturesShow 44 Features](javascript:void(0);) 8.6 17 Not enough data Customization Custom Fields 9.2(won by default) 16 Not enough data Conditional Logic 8.4(won by default) 15 Not enough data Multi-page Forms 8.6(won by default) 13 Not enough data Design 8.3(won by default) 14 Not enough data Forms Creation & Design Not enough data Not enough data Additional Functionality Embedded Forms 8.7(won by default) 14 Not enough data Offline Capability 8.2(won by default) 11 Not enough data Notifications 8.9(won by default) 14 Not enough data Payments 8.5(won by default) 11 Not enough data Mobile Forms 8.3(won by default) 13 Not enough data Customizable Forms Not enough data Not enough data Real-Time Notifications Not enough data Not enough data Alerts/Notifications Not enough data Not enough data Additional Functionality Search/Filter Not enough data Not enough data AI Copilot Not enough data Not enough data Commenting/Notes Not enough data Not enough data Content Publishing Options Not enough data Not enough data Reporting & Statistics Not enough data Not enough data Content Library Not enough data Not enough data Document Classification Not enough data Not enough data Drag & Drop Not enough data Not enough data Customizable Branding Not enough data Not enough data SSL Security Not enough data Not enough data API Not enough data Not enough data Document Management Not enough data Not enough data Document Storage Not enough data Not enough data Collaboration Tools Not enough data Not enough data Data Capture and Transfer Not enough data Not enough data Autofill Not enough data Not enough data Multi-Channel Distribution Not enough data Not enough data Convert to PDF Not enough data Not enough data Customizable Templates Not enough data Not enough data Media Library Not enough data Not enough data Generative AI Not enough data Not enough data Full Text Search Not enough data Not enough data Surveys & Feedback Not enough data Not enough data Data Import/Export Not enough data Not enough data Forms Management Not enough data Not enough data Electronic Signature Not enough data Not enough data Third-Party Integrations Not enough data Not enough data Reporting/Analytics Not enough data Not enough data Workflow Management Not enough data Not enough data Template Management Not enough data Not enough data Mobile Access Not enough data Not enough data Outbound Call Tracking[Hide 51 FeaturesShow 51 Features](javascript:void(0);) 9.0 191 Not enough data Agentic AI - Outbound Call Tracking Autonomous Task Execution Not enough data Not enough data Natural Language Interaction Not enough data Not enough data Calling Record Calls 8.8(won by default) 137 Not enough data Generate Location 8.8(won by default) 120 Not enough data Call Types 8.7(won by default) 130 Not enough data Click-to-Call 9.1(won by default) 146 Not enough data Auto Dialer Not enough data Not enough data Contacts Personalization 9.0(won by default) 151 Not enough data Information Locater 9.0(won by default) 137 Not enough data Record Prospect Data 9.0(won by default) 143 Not enough data Contact Management Not enough data Not enough data Insights Notes 9.1(won by default) 165 Not enough data Daily Summary 9.1(won by default) 142 Not enough data Automated Voicemails 8.9(won by default) 123 Not enough data Automated Emails 9.0(won by default) 145 Not enough data Sorts Prospects 9.0(won by default) 141 Not enough data Automated Note Taking Not enough data Not enough data AI/Machine Learning Not enough data Not enough data Additional Functionality Meeting Management Not enough data Not enough data AI Copilot Not enough data Not enough data Reminders Not enough data Not enough data Recommendations Not enough data Not enough data Lead Distribution Not enough data Not enough data Workflow Management Not enough data Not enough data Performance Management Not enough data Not enough data Dashboard Not enough data Not enough data Email Management Not enough data Not enough data Lead Management Not enough data Not enough data Activity Tracking Not enough data Not enough data Email Templates Not enough data Not enough data Third-Party Integrations Not enough data Not enough data Customizable Fields Not enough data Not enough data Sales Pipeline Management Not enough data Not enough data Generative AI Not enough data Not enough data Automatic Call Distribution Not enough data Not enough data Call Monitoring Not enough data Not enough data Lead Capture Not enough data Not enough data Deal Management Not enough data Not enough data Call List Management Not enough data Not enough data Multi-Channel Communication Not enough data Not enough data Call Recording Not enough data Not enough data For Contact Centers Not enough data Not enough data CRM Not enough data Not enough data Data Management Not enough data Not enough data Calendar Management Not enough data Not enough data Chat/Messaging Not enough data Not enough data Lead Qualification Not enough data Not enough data API Not enough data Not enough data Task Management Not enough data Not enough data Interaction Tracking Not enough data Not enough data Reporting & Statistics Not enough data Not enough data Sales Enablement[Hide 81 FeaturesShow 81 Features](javascript:void(0);) Not enough data 7.8 12 Agentic AI - Sales Enablement Autonomous Task Execution Not enough data 6.1(won by default) 6 Natural Language Interaction Not enough data 6.1(won by default) 6 Proactive Assistance Not enough data 6.1(won by default) 6 Content Management Content Import Not enough data 8.2(won by default) 10 Content Creation Not enough data 8.0(won by default) 10 Templates Not enough data 8.0(won by default) 10 Advanced Search Not enough data 8.8(won by default) 10 Content Library Not enough data 8.2(won by default) 10 Email Management Not enough data Not enough data Customizable Templates Not enough data Not enough data Analytics Reporting Not enough data 9.0(won by default) 10 Alerts Not enough data 8.3(won by default) 10 Account-Based Engagement Not enough data 8.3(won by default) 10 Content Utilization Not enough data 8.3(won by default) 10 Prioritization Not enough data Not enough data Learning Management - Sales Enablement Sales Training Not enough data Not enough data Sales Coaching Not enough data Not enough data Sales Onboarding Not enough data Not enough data Revenue Enablement - Sales Enablement Cross-Functional Alignment Not enough data Not enough data AI and Automation Not enough data Not enough data End-to-End Customer Journey Insights Not enough data Not enough data Generative AI Not enough data Not enough data Additional Functionality Chat/Messaging Not enough data Not enough data Prospecting Tools Not enough data Not enough data Content Delivery Not enough data Not enough data Personalization Not enough data Not enough data Reporting/Analytics Not enough data Not enough data Task Management Not enough data Not enough data Alerts/Notifications Not enough data Not enough data Activity Tracking Not enough data Not enough data Third-Party Integrations Not enough data Not enough data API Not enough data Not enough data CRM Not enough data Not enough data Campaign Management Not enough data Not enough data Audio/Video Recording Not enough data Not enough data Collaboration Tools Not enough data Not enough data Appointment Scheduling Not enough data Not enough data Real-Time Notifications Not enough data Not enough data Contact Database Not enough data Not enough data For Sales Teams/Organizations Not enough data Not enough data Lead Management Not enough data Not enough data Activity Dashboard Not enough data Not enough data Scheduling Not enough data Not enough data Reporting & Statistics Not enough data Not enough data Email Tracking Not enough data Not enough data User Management Not enough data Not enough data Interaction Tracking Not enough data Not enough data Workflow Management Not enough data Not enough data Calendar Management Not enough data Not enough data Lead Capture Not enough data Not enough data Call Recording Not enough data Not enough data Template Management Not enough data Not enough data Customizable Branding Not enough data Not enough data Social Media Integration Not enough data Not enough data Content Management Not enough data Not enough data Performance Management Not enough data Not enough data Lead Nurturing Not enough data Not enough data Document Management Not enough data Not enough data Sales Trend Analysis Not enough data Not enough data Meeting Management Not enough data Not enough data Lead Qualification Not enough data Not enough data AI Copilot Not enough data Not enough data Video Support Not enough data Not enough data Microsoft Outlook Integration Not enough data Not enough data Audio File Management Not enough data Not enough data Engagement Tracking Not enough data Not enough data Contact Management Not enough data Not enough data Goal Management Not enough data Not enough data Sales Planning Not enough data Not enough data Mobile Access Not enough data Not enough data CRM Integration Not enough data Not enough data Pipeline Management Not enough data Not enough data Conversation Intelligence Not enough data Not enough data Access Controls/Permissions Not enough data Not enough data Gamification Not enough data Not enough data Lead Scoring Not enough data Not enough data Opportunity Management Not enough data Not enough data Microlearning Not enough data Not enough data Content Sharing Not enough data Not enough data Real-Time Data Not enough data Not enough data Workflow Automation Not enough data Not enough data Show 13 feature categories with incomplete data Marketing Automation[Hide 106 FeaturesShow 106 Features](javascript:void(0);) Not enough data Not enough data Email Marketing Building and Personalizing Emails 9.3(won by default) 12 Not enough data Sending Outbound Emails 9.2(won by default) 11 Not enough data Manage Email Deliverability 8.1(won by default) 9 Not enough data Automated Email Responses 8.8(won by default) 11 Not enough data Online Marketing Landing Pages and Forms 9.0(won by default) 8 Not enough data Dynamic Content 8.5(won by default) 8 Not enough data A/B Testing 8.1(won by default) 12 Not enough data Mobile Optimized 9.4(won by default) 9 Not enough data Search Tracking and Optimization Not enough data Not enough data Conversion Rate Optimization Not enough data Not enough data Multivariate Testing Not enough data Not enough data Customizable Forms Not enough data Not enough data Lead Management Marketing Lead Database 8.9(won by default) 9 Not enough data Data Quality Management 8.5(won by default) 8 Not enough data Segmentation 8.7(won by default) 10 Not enough data Lead Scoring and Grading 8.5(won by default) 9 Not enough data Lead Nurturing 8.9(won by default) 9 Not enough data Email Tracking 8.9(won by default) 11 Not enough data Automated Alerts and Tasks 9.2(won by default) 10 Not enough data CRM Lead Integration 8.7(won by default) 9 Not enough data Third-Party Integrations Not enough data Not enough data Real-Time Data Not enough data Not enough data Social Marketing Not enough data Not enough data Email Marketing Not enough data Not enough data Multi-Channel Marketing Not enough data Not enough data Conversion Tracking Not enough data Not enough data ROI Tracking Not enough data Not enough data Activity Tracking Not enough data Not enough data Engagement Tracking Not enough data Not enough data Campaign Segmentation Not enough data Not enough data Search Marketing Not enough data Not enough data SMS Marketing Not enough data Not enough data Website Visitor Tracking Not enough data Not enough data Campaign Management Program Management 9.2(won by default) 6 Not enough data Event / Webinar Marketing 8.8(won by default) 7 Not enough data Calendaring Not enough data Not enough data Budgeting Not enough data Not enough data Campaign Management Not enough data Not enough data Workflow Management Not enough data Not enough data Template Management Not enough data Not enough data Social Social Media Engagement 9.3(won by default) 5 Not enough data Social Listening Not enough data Not enough data Social Sharing Not enough data Not enough data Social Campaigns Not enough data Not enough data Social Media Advertising Not enough data Not enough data Drip Campaigns Not enough data Not enough data Multi-Campaign Not enough data Not enough data Reporting & Analytics Basic Reporting 8.7(won by default) 10 Not enough data Web Analytics 8.5(won by default) 11 Not enough data ROI Analytics 8.6(won by default) 7 Not enough data Revenue Analytics Not enough data Not enough data SEO / Keyword Analytics Not enough data Not enough data Behavior Analytics Not enough data Not enough data Real-Time Analytics Not enough data Not enough data Campaign Analytics Not enough data Not enough data Website Analytics Not enough data Not enough data Visual Analytics Not enough data Not enough data Sales Analytics Not enough data Not enough data Platform Customization 9.0(won by default) 5 Not enough data Workflow Capability 8.6(won by default) 6 Not enough data User, Role, and Access Management 8.3(won by default) 6 Not enough data Internationalization 9.3(won by default) 5 Not enough data Performance and Reliability 8.1(won by default) 6 Not enough data Sandbox / Test Environments Not enough data Not enough data Output Document Generation Not enough data Not enough data Lead Generation Not enough data Not enough data Content Management Not enough data Not enough data Lead Management Not enough data Not enough data List Management Not enough data Not enough data Mobile Access Not enough data Not enough data Agentic AI - Marketing Automation Autonomous Task Execution Not enough data Not enough data Multi-step Planning Not enough data Not enough data Cross-system Integration Not enough data Not enough data Adaptive Learning Not enough data Not enough data Proactive Assistance Not enough data Not enough data Decision Making Not enough data Not enough data Campaign Planning Not enough data Not enough data Integration Data Import & Export Tools 8.6(won by default) 7 Not enough data Integration APIs 8.3(won by default) 6 Not enough data Breadth of Partner Applications 9.0(won by default) 5 Not enough data Social Media Integration Not enough data Not enough data Additional Functionality Social Promotion Not enough data Not enough data Customizable Branding Not enough data Not enough data Monitoring Not enough data Not enough data CRM Not enough data Not enough data Reporting & Statistics Not enough data Not enough data Live Chat Not enough data Not enough data Customer Journey Mapping Not enough data Not enough data Generative AI Not enough data Not enough data Mass Texting Not enough data Not enough data Drag & Drop Not enough data Not enough data Email Templates Not enough data Not enough data Automated Scheduling Not enough data Not enough data Campaign Scheduling Not enough data Not enough data AI Copilot Not enough data Not enough data Social Media Monitoring Not enough data Not enough data Activity Dashboard Not enough data Not enough data Lead Capture Not enough data Not enough data Customizable Templates Not enough data Not enough data Marketing Automation Not enough data Not enough data Event Triggered Actions Not enough data Not enough data Marketing Calendar Not enough data Not enough data Customizable CTAs Not enough data Not enough data Multi-Channel Communication Not enough data Not enough data Data Import/Export Not enough data Not enough data Lead Qualification Not enough data Not enough data Construction CRM[Hide 42 FeaturesShow 42 Features](javascript:void(0);) Not enough data Not enough data Additional Functionality Bid Management Not enough data Not enough data AI Copilot Not enough data Not enough data Project Tracking Not enough data Not enough data Client Tracking Not enough data Not enough data Calendar Management Not enough data Not enough data Quotes/Estimates Not enough data Not enough data Calendar/Reminder System Not enough data Not enough data Lead Management Not enough data Not enough data Activity Tracking Not enough data Not enough data Customizable Reports Not enough data Not enough data Task Management Not enough data Not enough data Third-Party Integrations Not enough data Not enough data Project Management Not enough data Not enough data Inventory Management Not enough data Not enough data Email Marketing Not enough data Not enough data Activity Dashboard Not enough data Not enough data Collaboration Tools Not enough data Not enough data Communication Management Not enough data Not enough data Customizable Templates Not enough data Not enough data API Not enough data Not enough data Buyer Management Not enough data Not enough data Document Management Not enough data Not enough data Workflow Management Not enough data Not enough data Project Time Tracking Not enough data Not enough data Reporting/Analytics Not enough data Not enough data Contract/License Management Not enough data Not enough data Data Import/Export Not enough data Not enough data Warranty Tracking Not enough data Not enough data Estimating Not enough data Not enough data Customizable Fields Not enough data Not enough data ACH Payment Processing Not enough data Not enough data Forecasting Not enough data Not enough data Sales Approval Not enough data Not enough data Subcontractor Management Not enough data Not enough data Change Order Management Not enough data Not enough data Scheduling Not enough data Not enough data For AEC Industry Not enough data Not enough data Procurement Management Not enough data Not enough data Job Costing Not enough data Not enough data Sales Pipeline Management Not enough data Not enough data Generative AI Not enough data Not enough data Contact Management Not enough data Not enough data Nonprofit[Hide 47 FeaturesShow 47 Features](javascript:void(0);) Not enough data Not enough data Additional Functionality Activity Tracking Not enough data Not enough data Social Marketing Not enough data Not enough data Generative AI Not enough data Not enough data Accounting Not enough data Not enough data Customizable Reports Not enough data Not enough data CRM Not enough data Not enough data Customizable Forms Not enough data Not enough data Fund Accounting Not enough data Not enough data Forms Management Not enough data Not enough data Real-Time Analytics Not enough data Not enough data Member Database Not enough data Not enough data Alerts/Notifications Not enough data Not enough data Communication Management Not enough data Not enough data Customizable Templates Not enough data Not enough data Budgeting/Forecasting Not enough data Not enough data Mobile Access Not enough data Not enough data Event Scheduling Not enough data Not enough data Donor Management Not enough data Not enough data Attendance Management Not enough data Not enough data Activity Dashboard Not enough data Not enough data Reporting & Statistics Not enough data Not enough data Volunteer Management Not enough data Not enough data Real-Time Reporting Not enough data Not enough data For Nonprofits Not enough data Not enough data Recurring/Subscription Billing Not enough data Not enough data Access Controls/Permissions Not enough data Not enough data Calendar Management Not enough data Not enough data Third-Party Integrations Not enough data Not enough data Customizable Branding Not enough data Not enough data Registration Management Not enough data Not enough data Campaign Management Not enough data Not enough data Event Management Not enough data Not enough data Document Storage Not enough data Not enough data API Not enough data Not enough data Contact Management Not enough data Not enough data Website Management Not enough data Not enough data Credit Card Processing Not enough data Not enough data Membership Management Not enough data Not enough data Data Import/Export Not enough data Not enough data Electronic Payments Not enough data Not enough data Accounting Integration Not enough data Not enough data Grant Management Not enough data Not enough data Dues Management Not enough data Not enough data Committee Management Not enough data Not enough data AI Copilot Not enough data Not enough data Fundraising Management Not enough data Not enough data Customizable Fields Not enough data Not enough data Quote Management[Hide 37 FeaturesShow 37 Features](javascript:void(0);) Not enough data Not enough data Additional Functionality AI Copilot Not enough data Not enough data Electronic Signature Not enough data Not enough data Approval Process Control Not enough data Not enough data Customer History Not enough data Not enough data Workflow Management Not enough data Not enough data Reminders Not enough data Not enough data Automated Quoting Not enough data Not enough data Price/Margin Management Not enough data Not enough data Contact Management Not enough data Not enough data Drag & Drop Not enough data Not enough data Pricing and Cost Calculations Not enough data Not enough data Calendar Management Not enough data Not enough data Catalog Management Not enough data Not enough data Client Portal Not enough data Not enough data Discount Management Not enough data Not enough data Real-Time Data Not enough data Not enough data Proposal Generation Not enough data Not enough data Billing & Invoicing Not enough data Not enough data Generative AI Not enough data Not enough data Customizable Branding Not enough data Not enough data Template Management Not enough data Not enough data Document Management Not enough data Not enough data Estimating Not enough data Not enough data Email Management Not enough data Not enough data Third-Party Integrations Not enough data Not enough data Reporting & Statistics Not enough data Not enough data Access Controls/Permissions Not enough data Not enough data Customizable Fields Not enough data Not enough data CRM Not enough data Not enough data Pricing Management Not enough data Not enough data API Not enough data Not enough data Accounting Integration Not enough data Not enough data Activity Dashboard Not enough data Not enough data Contract/License Management Not enough data Not enough data Electronic Payments Not enough data Not enough data Audit Trail Not enough data Not enough data Quotes/Estimates Not enough data Not enough data Lead Generation[Hide 5 FeaturesShow 5 Features](javascript:void(0);) Not enough data Not enough data Lead Generation Lead Builder Not enough data Not enough data CRM Integration Not enough data Not enough data Marketing Automation Integration Not enough data Not enough data Social Media Integration Not enough data Not enough data Data Import & Export Tools Not enough data Not enough data Real Estate CRM[Hide 58 FeaturesShow 58 Features](javascript:void(0);) Not enough data Not enough data Client Management Lead Scoring Not enough data Not enough data Contact Management Not enough data Not enough data Lead Generation Not enough data Not enough data Task Management Marketing Automation Not enough data Not enough data Document Management Not enough data Not enough data Third-Party Integration Not enough data Not enough data Platform Features Contact & Account Management Not enough data Not enough data Opportunity & Pipeline Management Not enough data Not enough data Task / Activity Management Not enough data Not enough data Listing Management Not enough data Not enough data Email Marketing Not enough data Not enough data Transaction Management Not enough data Not enough data Lead Management Not enough data Not enough data CMA Management Not enough data Not enough data Forecasting & Reporting Not enough data Not enough data Dashboards Not enough data Not enough data Workflow Management Not enough data Not enough data Template Management Not enough data Not enough data Appointment Management Not enough data Not enough data Client Management Not enough data Not enough data Campaign Management Not enough data Not enough data Commission Management Not enough data Not enough data Calendar Management Not enough data Not enough data Agentic AI - Real Estate CRM Autonomous Task Execution Not enough data Not enough data Multi-step Planning Not enough data Not enough data Cross-system Integration Not enough data Not enough data Proactive Assistance Not enough data Not enough data Natural Language Interaction Not enough data Not enough data Decision Making Not enough data Not enough data Additional Functionality Reporting/Analytics Not enough data Not enough data Interaction Tracking Not enough data Not enough data Access Controls/Permissions Not enough data Not enough data Real-Time Data Not enough data Not enough data Segmentation Not enough data Not enough data Data Import/Export Not enough data Not enough data Alerts/Notifications Not enough data Not enough data Lead Qualification Not enough data Not enough data Mobile Access Not enough data Not enough data Customer Database Not enough data Not enough data Contact Database Not enough data Not enough data Lead Distribution Not enough data Not enough data Lead Capture Not enough data Not enough data Property Database Not enough data Not enough data AI Copilot Not enough data Not enough data Reminders Not enough data Not enough data For Real Estate Not enough data Not enough data Client/Property Matching Not enough data Not enough data Email Templates Not enough data Not enough data Drag & Drop Not enough data Not enough data Data Synchronization Not enough data Not enough data Lead Nurturing Not enough data Not enough data Generative AI Not enough data Not enough data API Not enough data Not enough data Referral Tracking Not enough data Not enough data Customizable Fields Not enough data Not enough data Email Tracking Not enough data Not enough data Activity Tracking Not enough data Not enough data Omnichannel Outreach Not enough data Not enough data Nonprofit CRM[Hide 66 FeaturesShow 66 Features](javascript:void(0);) Not enough data Not enough data Constituent Management Constituent Profiles Not enough data Not enough data Online Portal Not enough data Not enough data Donor Communications Not enough data Not enough data Marketing Automation Email Marketing Not enough data Not enough data Lead Management Not enough data Not enough data Campaign Management Not enough data Not enough data Marketing ROI Analytics Not enough data Not enough data Registration Management Not enough data Not enough data Email Management Not enough data Not enough data Committee Management Not enough data Not enough data Calendar Management Not enough data Not enough data Donor Management Not enough data Not enough data Volunteer Management Not enough data Not enough data Contact Management Not enough data Not enough data Fundraising Management Not enough data Not enough data Task Management Not enough data Not enough data Forms Management Not enough data Not enough data Membership Management Not enough data Not enough data Workflow Management Not enough data Not enough data Workflow Automation Donor Prospecting Not enough data Not enough data Data Entry Not enough data Not enough data Task Delegation Not enough data Not enough data Reporting & Analytics Reporting Not enough data Not enough data Dashboards Not enough data Not enough data Automated Reports Not enough data Not enough data Summary Reports Not enough data Not enough data Customizable Reports Not enough data Not enough data Integrations Accounting Not enough data Not enough data Fundraising Not enough data Not enough data Grant Management Not enough data Not enough data Sales POS Not enough data Not enough data Event Management Not enough data Not enough data Agentic AI - Nonprofit CRM Autonomous Task Execution Not enough data Not enough data Cross-system Integration Not enough data Not enough data Third-Party Integrations Not enough data Not enough data Social Media Integration Not enough data Not enough data Accounting Integration Not enough data Not enough data Website Integration Not enough data Not enough data Additional Functionality Donation Tracking Not enough data Not enough data Data Import/Export Not enough data Not enough data Customer Database Not enough data Not enough data Task Scheduling Not enough data Not enough data Email Templates Not enough data Not enough data API Not enough data Not enough data For Nonprofits Not enough data Not enough data Real-Time Notifications Not enough data Not enough data Access Controls/Permissions Not enough data Not enough data AI Copilot Not enough data Not enough data Contact Database Not enough data Not enough data Customizable Fields Not enough data Not enough data Email Tracking Not enough data Not enough data Interaction Tracking Not enough data Not enough data Activity Tracking Not enough data Not enough data Generative AI Not enough data Not enough data Reminders Not enough data Not enough data Campaign Planning Not enough data Not enough data CRM Not enough data Not enough data Document Storage Not enough data Not enough data Mobile Access Not enough data Not enough data Campaign Segmentation Not enough data Not enough data Customizable Forms Not enough data Not enough data Electronic Payments Not enough data Not enough data Customizable Templates Not enough data Not enough data Reporting & Statistics Not enough data Not enough data Credit Card Processing Not enough data Not enough data Web Forms Not enough data Not enough data Legal Case Management[Hide 78 FeaturesShow 78 Features](javascript:void(0);) Not enough data Not enough data Platform Basics Reporting Not enough data Not enough data Activity Dashboard Not enough data Not enough data Cloud Not enough data Not enough data Mobility Not enough data Not enough data Historical Reporting Not enough data Not enough data Content Management Document Management Not enough data Not enough data Calendar Integration Not enough data Not enough data Workflow Not enough data Not enough data Accounting Integration Not enough data Not enough data Financial Management Not enough data Not enough data Invoice Management Not enough data Not enough data Portfolio Management Not enough data Not enough data Contract/License Management Not enough data Not enough data Patent/Trademark Management Not enough data Not enough data Client Management Not enough data Not enough data Case Management Not enough data Not enough data Email Management Not enough data Not enough data Workflow Management Not enough data Not enough data Calendar Management Not enough data Not enough data Task Management Not enough data Not enough data Deadline Management Not enough data Not enough data Docket Management Not enough data Not enough data Compliance Management Not enough data Not enough data Conflict Management Not enough data Not enough data Communication Management Not enough data Not enough data Docket Management Not enough data Not enough data Agentic AI - Legal Case Management Multi-step Planning Not enough data Not enough data Cross-system Integration Not enough data Not enough data Adaptive Learning Not enough data Not enough data Natural Language Interaction Not enough data Not enough data Proactive Assistance Not enough data Not enough data Decision Making Not enough data Not enough data Calendar/Reminder System Not enough data Not enough data Third-Party Integrations Not enough data Not enough data Additional Functionality Billing & Invoicing Not enough data Not enough data Document Automation Not enough data Not enough data Customizable Reports Not enough data Not enough data Electronic Signature Not enough data Not enough data Generative AI Not enough data Not enough data Accounting Not enough data Not enough data Alerts/Notifications Not enough data Not enough data Document Templates Not enough data Not enough data Trust Accounting Not enough data Not enough data Client Portal Not enough data Not enough data Reporting & Statistics Not enough data Not enough data Data Import/Export Not enough data Not enough data Access Controls/Permissions Not enough data Not enough data SSL Security Not enough data Not enough data For Legal Professionals Not enough data Not enough data AI Copilot Not enough data Not enough data Case Notes Not enough data Not enough data Full Text Search Not enough data Not enough data Automatic Backup Not enough data Not enough data Customizable Forms Not enough data Not enough data Activity Tracking Not enough data Not enough data Electronic Payments Not enough data Not enough data Predictive Analytics Not enough data Not enough data Contact Database Not enough data Not enough data Customizable Fields Not enough data Not enough data Customer Database Not enough data Not enough data Reminders Not enough data Not enough data Document Storage Not enough data Not enough data Court Records Search Not enough data Not enough data API Not enough data Not enough data Data Visualization Not enough data Not enough data Two-Factor Authentication Not enough data Not enough data Interaction Tracking Not enough data Not enough data Version Control Not enough data Not enough data Credit Card Processing Not enough data Not enough data Status Tracking Not enough data Not enough data Customizable Templates Not enough data Not enough data Expense Tracking Not enough data Not enough data Billable Items Tracking Not enough data Not enough data Time & Expense Tracking Not enough data Not enough data Online Payments Not enough data Not enough data 2-Way Messaging Not enough data Not enough data Billable & Non-Billable Hours Not enough data Not enough data Mobile App Not enough data Not enough data Legal Practice Management[Hide 72 FeaturesShow 72 Features](javascript:void(0);) Not enough data Not enough data Platform Basics Reporting Not enough data Not enough data Activity Dashboard Not enough data Not enough data Cloud Not enough data Not enough data Mobility Not enough data Not enough data Contact Management Not enough data Not enough data Forms Management Not enough data Not enough data Records Management Not enough data Not enough data Task Management Not enough data Not enough data Conflict Management Not enough data Not enough data Workflow Management Not enough data Not enough data Compliance Management Not enough data Not enough data Communication Management Not enough data Not enough data Email Management Not enough data Not enough data Contract/License Management Not enough data Not enough data Billing Rate Management Not enough data Not enough data Calendar Management Not enough data Not enough data Legal Case Management Not enough data Not enough data Content Management Document Management Not enough data Not enough data Calendar Integration Not enough data Not enough data Workflow Not enough data Not enough data Deadline Management Not enough data Not enough data Appointment Management Not enough data Not enough data Time & Billing Time Tracking Not enough data Not enough data Payments Not enough data Not enough data Billing Not enough data Not enough data Activity Tracking Not enough data Not enough data Expense Tracking Not enough data Not enough data Billable Items Tracking Not enough data Not enough data Email Tracking Not enough data Not enough data Task Progress Tracking Not enough data Not enough data Agentic AI - Legal Practice Management Autonomous Task Execution Not enough data Not enough data Multi-step Planning Not enough data Not enough data Cross-system Integration Not enough data Not enough data Adaptive Learning Not enough data Not enough data Natural Language Interaction Not enough data Not enough data Proactive Assistance Not enough data Not enough data Decision Making Not enough data Not enough data Third-Party Integrations Not enough data Not enough data Additional Functionality Billing & Invoicing Not enough data Not enough data Document Automation Not enough data Not enough data Customizable Reports Not enough data Not enough data Electronic Signature Not enough data Not enough data Generative AI Not enough data Not enough data Accounting Not enough data Not enough data Alerts/Notifications Not enough data Not enough data Document Templates Not enough data Not enough data Trust Accounting Not enough data Not enough data Client Portal Not enough data Not enough data Reporting & Statistics Not enough data Not enough data Data Import/Export Not enough data Not enough data Access Controls/Permissions Not enough data Not enough data SSL Security Not enough data Not enough data For Legal Professionals Not enough data Not enough data AI Copilot Not enough data Not enough data Case Notes Not enough data Not enough data Full Text Search Not enough data Not enough data Reminders Not enough data Not enough data API Not enough data Not enough data Customizable Templates Not enough data Not enough data AI Summarization Not enough data Not enough data Document Generation Not enough data Not enough data Case Law Research Not enough data Not enough data AI Redlining Not enough data Not enough data CRM Not enough data Not enough data Customizable Fields Not enough data Not enough data Collaboration Tools Not enough data Not enough data Secure Data Storage Not enough data Not enough data Search/Filter Not enough data Not enough data Mobile Access Not enough data Not enough data Backup and Recovery Not enough data Not enough data Payment Processing Not enough data Not enough data Customizable Forms Not enough data Not enough data A/B Testing[Hide 48 FeaturesShow 48 Features](javascript:void(0);) Not enough data Not enough data Computing WYSIWYG Not enough data Not enough data AI/Machine Learning Not enough data Not enough data Little to No Coding Not enough data Not enough data Generative AI Not enough data Not enough data Experimental Design Multivariate testing capacities Not enough data Not enough data Split Testing Not enough data Not enough data Mobile Testing Not enough data Not enough data AI Assisted Testing Not enough data Not enough data AI Generated Variations Not enough data Not enough data Multivariate Testing Not enough data Not enough data Analytics Reporting and Analytics Not enough data Not enough data Heatmaps Not enough data Not enough data Visual Analytics Not enough data Not enough data Additional Functionality Alerts/Notifications Not enough data Not enough data Surveys & Feedback Not enough data Not enough data Mobile Access Not enough data Not enough data Customizable Templates Not enough data Not enough data Workflow Management Not enough data Not enough data Customizable Reports Not enough data Not enough data Visual Editor Not enough data Not enough data Conversion Rate Optimization Not enough data Not enough data Access Controls/Permissions Not enough data Not enough data Campaign Segmentation Not enough data Not enough data Widgets Not enough data Not enough data Activity Dashboard Not enough data Not enough data Funnel Analysis Not enough data Not enough data Drag & Drop Not enough data Not enough data API Not enough data Not enough data Content Management Not enough data Not enough data Behavior Tracking Not enough data Not enough data Landing Pages/Web Forms Not enough data Not enough data Engagement Tracking Not enough data Not enough data Geotargeting Not enough data Not enough data AI Copilot Not enough data Not enough data Monitoring Not enough data Not enough data Conversion Tracking Not enough data Not enough data Customizable Branding Not enough data Not enough data Real-Time Data Not enough data Not enough data Assessment Management Not enough data Not enough data Search/Filter Not enough data Not enough data Data Visualization Not enough data Not enough data Statistical Analysis Not enough data Not enough data Agentic AI - A/B Testing Autonomous Task Execution Not enough data Not enough data Cross-system Integration Not enough data Not enough data Adaptive Learning Not enough data Not enough data Proactive Assistance Not enough data Not enough data Audience Targeting Not enough data Not enough data Third-Party Integrations Not enough data Not enough data Visitor Identification[Hide 59 FeaturesShow 59 Features](javascript:void(0);) Not enough data Not enough data Agentic AI - Visitor Identification Cross-system Integration Not enough data Not enough data Third-Party Integrations Not enough data Not enough data Social Media Integration Not enough data Not enough data Additional Functionality Conversion Rate Optimization Not enough data Not enough data SEO Management Not enough data Not enough data Drag & Drop Not enough data Not enough data Visual Analytics Not enough data Not enough data API Not enough data Not enough data Surveys & Feedback Not enough data Not enough data Data Import/Export Not enough data Not enough data Reporting & Statistics Not enough data Not enough data Real-Time Reporting Not enough data Not enough data Customizable Templates Not enough data Not enough data Real-Time Data Not enough data Not enough data A/B Testing Not enough data Not enough data Screen Activity Recording Not enough data Not enough data Site Search Tracking Not enough data Not enough data Trend Analysis Not enough data Not enough data Visitor Tracking Not enough data Not enough data Customer Segmentation Not enough data Not enough data Engagement Tracking Not enough data Not enough data Activity Tracking Not enough data Not enough data Sales Trend Analysis Not enough data Not enough data Funnel Analysis Not enough data Not enough data Widgets Not enough data Not enough data Alerts/Escalation Not enough data Not enough data Real-Time Analytics Not enough data Not enough data Heatmaps Not enough data Not enough data Search/Filter Not enough data Not enough data Conversion Tracking Not enough data Not enough data Reporting/Analytics Not enough data Not enough data Referral Tracking Not enough data Not enough data Real-Time Monitoring Not enough data Not enough data Generative AI Not enough data Not enough data Data Visualization Not enough data Not enough data Behavior Tracking Not enough data Not enough data Keyword Tracking Not enough data Not enough data Pageview Tracking Not enough data Not enough data Customizable Reports Not enough data Not enough data Charting Not enough data Not enough data Visualization Not enough data Not enough data Activity Dashboard Not enough data Not enough data Real-Time Notifications Not enough data Not enough data Access Controls/Permissions Not enough data Not enough data Time on Site Tracking Not enough data Not enough data Web Traffic Reporting Not enough data Not enough data Monitoring Not enough data Not enough data Tagging Not enough data Not enough data Dashboard Creation Not enough data Not enough data Campaign Management Not enough data Not enough data Campaign Analytics Not enough data Not enough data Customizable Branding Not enough data Not enough data Alerts/Notifications Not enough data Not enough data User Interaction Tracking Not enough data Not enough data AI Copilot Not enough data Not enough data Customer Journey Mapping Not enough data Not enough data Goal Setting/Tracking Not enough data Not enough data Multiple Site Management Not enough data Not enough data Website Analytics Not enough data Not enough data Insurance CRM[Hide 41 FeaturesShow 41 Features](javascript:void(0);) Not enough data Not enough data Relationship Management - Insurance CRM Renewal Management Not enough data Not enough data Client Communication Tools Not enough data Not enough data Lead Tracking Not enough data Not enough data Contact Management Not enough data Not enough data Winbacks Not enough data Not enough data Communication History Not enough data Not enough data Activity Management Not enough data Not enough data Reputation Management Not enough data Not enough data Template Management Not enough data Not enough data Interaction Tracking Not enough data Not enough data Activity Tracking Not enough data Not enough data Lead Management Not enough data Not enough data Task Management Not enough data Not enough data Email Management Not enough data Not enough data Sales Pipeline Management Not enough data Not enough data Workflow Management Not enough data Not enough data Insurance Management Not enough data Not enough data Follow up Automation - Insurance CRM Automated Follow-Ups Not enough data Not enough data Marketing Campaigns Not enough data Not enough data Document Management - Insurance CRM Documentation handling Not enough data Not enough data Integrations & Reports - Insurance CRM Integrations Not enough data Not enough data Reporting & Analytics Not enough data Not enough data Additional Functionality Sales Reports Not enough data Not enough data Customer Database Not enough data Not enough data Email Templates Not enough data Not enough data Alerts/Notifications Not enough data Not enough data Mobile Access Not enough data Not enough data Calendar/Reminder System Not enough data Not enough data Task Scheduling Not enough data Not enough data API Not enough data Not enough data Access Controls/Permissions Not enough data Not enough data Activity Dashboard Not enough data Not enough data Data Import/Export Not enough data Not enough data Customizable Reports Not enough data Not enough data Forecasting Not enough data Not enough data Generative AI Not enough data Not enough data Marketing Automation Not enough data Not enough data For Insurance Industry Not enough data Not enough data AI Copilot Not enough data Not enough data Quotes/Estimates Not enough data Not enough data Lead Capture Not enough data Not enough data Financial Services CRM[Hide 60 FeaturesShow 60 Features](javascript:void(0);) Not enough data Not enough data Content Automation Not enough data Not enough data Marketing Automation Not enough data Not enough data Platform Additional Functionality Pre-Built Connectors Not enough data Not enough data Dashboard Not enough data Not enough data Cloud Not enough data Not enough data Mobility Not enough data Not enough data Messaging Not enough data Not enough data Activity Dashboard Not enough data Not enough data Platform Reporting and Analytics Reporting Not enough data Not enough data Forecasting Not enough data Not enough data Customer Support Case Management Not enough data Not enough data Customer Support Portal Not enough data Not enough data Knowledge Base Not enough data Not enough data Support Analytics Not enough data Not enough data Calendar Management Not enough data Not enough data Template Management Not enough data Not enough data Client Management Not enough data Not enough data Workflow Management Not enough data Not enough data Territory Management Not enough data Not enough data Financial Management Not enough data Not enough data Document Management Not enough data Not enough data Marketing Automation Campaign Management Not enough data Not enough data Lead Management Not enough data Not enough data Marketing Analytics Not enough data Not enough data Email Management Not enough data Not enough data Email Marketing Not enough data Not enough data Sales Force Automation Pipeline Management Not enough data Not enough data Task Management Not enough data Not enough data Product and Price List Management Not enough data Not enough data Quote and Order Management Not enough data Not enough data Contract Management Not enough data Not enough data Contact Management Not enough data Not enough data Agentic AI - Financial Services CRM Decision Making Not enough data Not enough data Additional Functionality Search/Filter Not enough data Not enough data Activity Tracking Not enough data Not enough data Expense Tracking Not enough data Not enough data CRM Not enough data Not enough data Mobile Access Not enough data Not enough data AI Copilot Not enough data Not enough data Calendar Sync Not enough data Not enough data Third-Party Integrations Not enough data Not enough data Data Import/Export Not enough data Not enough data Customizable Reports Not enough data Not enough data Customizable Fields Not enough data Not enough data Lead Capture Not enough data Not enough data Relationship Tracking Not enough data Not enough data Collaboration Tools Not enough data Not enough data Alerts/Notifications Not enough data Not enough data Email Templates Not enough data Not enough data Generative AI Not enough data Not enough data Customer Database Not enough data Not enough data Task Scheduling Not enough data Not enough data Reporting & Statistics Not enough data Not enough data API Not enough data Not enough data Team Assignments Not enough data Not enough data Drag & Drop Not enough data Not enough data Access Controls/Permissions Not enough data Not enough data For Financial Institutions Not enough data Not enough data Interaction Tracking Not enough data Not enough data Sales Reports Not enough data Not enough data User Insights Reviewers' Company Size [![Freshsales](https://images.g2crowd.com/uploads/product/hd_favicon/020ad5e0a844bc41d785abdf657d7623/freshsales.svg "Freshsales")](https://www.g2.com/products/freshsales/reviews) Freshsales Small-Business(50 or fewer emp.) 67.7% Mid-Market(51-1000 emp.) 26.9% Enterprise(\> 1000 emp.) 5.4% [![Zoho CRM](https://images.g2crowd.com/uploads/product/hd_favicon/27ab543b51f7ec2623c5b2613dcf73e2/zoho-crm.svg "Zoho CRM")](https://www.g2.com/products/zoho-crm/reviews) Zoho CRM Small-Business(50 or fewer emp.) 61.6% Mid-Market(51-1000 emp.) 32.4% Enterprise(\> 1000 emp.) 6.0% Small-Business (50 or fewer emp.) 67.7% 61.6% Mid-Market (51-1000 emp.) 26.9% 32.4% Enterprise (\> 1000 emp.) 5.4% 6.0% Reviewers' Industry [![Freshsales](https://images.g2crowd.com/uploads/product/hd_favicon/020ad5e0a844bc41d785abdf657d7623/freshsales.svg "Freshsales")](https://www.g2.com/products/freshsales/reviews) Freshsales Information Technology and Services 16.6% Computer Software 13.7% Marketing and Advertising 7.8% Financial Services 4.2% Internet 3.6% Other 54.0% [![Zoho CRM](https://images.g2crowd.com/uploads/product/hd_favicon/27ab543b51f7ec2623c5b2613dcf73e2/zoho-crm.svg "Zoho CRM")](https://www.g2.com/products/zoho-crm/reviews) Zoho CRM Information Technology and Services 16.1% Computer Software 10.0% Marketing and Advertising 8.9% Financial Services 3.6% Real Estate 3.4% Other 58.1% FAQs ## Freshsales vs Zoho FAQs Generated using AI Last updated: August 14, 2026 ### What is the difference between Zoho vs Freshsales? Freshsales stands out for higher reviewer satisfaction on support and ease of use, while Zoho is noted for its customizability and integrations. | [Zoho](https://www.g2.com/products/zoho-crm/reviews) | [Freshsales](https://www.g2.com/products/freshsales/reviews) | | --- | --- | | 4.1/5 (2,947 reviews) | 4.5/5 (1,236 reviews) | | Small-Business | Small-Business | | 8.0 | 8.7 | | 7.7 | 8.8 | | Customizability, Integrations | Ease of Use, Support | ### How do the pricing models of Zoho and Freshsales compare? Freshsales is rated higher for value, with reviewers expressing greater satisfaction with its pricing and cost-effectiveness. - **Zoho:** Reviewers highlight Zoho as affordable and budget-friendly, especially for small businesses, but note that some advanced features require higher-tier plans. - **Freshsales:** Reviewers consistently describe Freshsales as cost-effective, offering a full suite of features at a competitive price, and mention it as cheaper than major competitors like HubSpot and Salesforce. - **Switching reasons:** Several reviewers mention switching to Freshsales from more expensive CRMs due to its lower cost and comparable feature set. ### What are the best alternatives to Zoho and Freshsales? The top 3 alternatives to Zoho and Freshsales are Agentforce Sales, HubSpot Sales Hub, and —. | Product | G2 Rating (reviews) | Largest Segment | Pricing Insight | Top Reviewer-Cited Strength | | --- | --- | --- | --- | --- | | [Zoho](https://www.g2.com/products/zoho-crm/reviews) | 4.1/5 (2,947 reviews) | Small-Business | Affordable and budget-friendly for small business | Customizability, Integrations | | [Freshsales](https://www.g2.com/products/freshsales/reviews) | 4.5/5 (1,236 reviews) | Small-Business | Cost-effective, full suite at competitive price | Ease of Use, Support | | [Agentforce Sales](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) | 4.4/5 (25,875 reviews) | Mid-Market | — | Highly customizable and robust for complex sales | | [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) | 4.4/5 (13,909 reviews) | Small-Business | — | Easy to use, strong automation and marketing integration | ### Which CRM features should I prioritize when comparing Zoho and Freshsales? Buyers comparing Zoho and Freshsales should prioritize reporting, integrations, automation, customizability, and ease of use. - **Reporting:** Zoho (86 all-time mentions), Freshsales (reporting cited as a limitation in recent reviews) - **Integrations:** Zoho (140 all-time mentions), Freshsales (35 all-time mentions) - **Automation:** Zoho (74 all-time mentions), Freshsales (25 all-time mentions) - **Customizability:** Zoho (99 all-time mentions), Freshsales (25 all-time mentions) - **Ease of Use:** Zoho (271 all-time mentions), Freshsales (103 all-time mentions) ### What are the pros and cons of Zoho vs Freshsales? Zoho's headline strength is customizability and integrations, while Freshsales is most praised for ease of use and support. - **Zoho strengths:** Customizability (99 all-time mentions), integrations (140), automation (74), reporting (86), affordable pricing (68), and feature richness (76). - **Zoho trade-offs:** Learning curve (112), complexity (68), slow loading/performance (62/59), and some advanced features require higher-tier plans. - **Freshsales strengths:** Ease of use (103), intuitive interface (41), helpful support (50), easy setup (32), cost-effectiveness, and lead management (25). - **Freshsales trade-offs:** Missing or limited features (47/32), reporting flexibility limitations, and fewer integrations (35 all-time mentions). ### Is Zoho or Freshsales better for small businesses? Freshsales is the better fit for small businesses, with higher satisfaction scores and strong small-business reviewer sentiment. - **Zoho:** Small-Business is the largest segment, with reviewers noting its affordability and broad feature set, but also mentioning a steeper learning curve for new users. - **Freshsales:** Small-Business is the largest segment, and reviewers consistently highlight its ease of use, fast onboarding, and cost-effectiveness for small teams. ### Which CRM platform has better integrations? Zoho is favored for integrations, with more reviewer-cited integrations and higher all-time mention counts. - **Zoho:** 140 all-time reviews mention integrations, with Slack (8), Zoho Social (8), and Google Workspace (6) specifically cited. - **Freshsales:** 35 all-time reviews mention integrations, with reviewers noting integration capabilities but also citing limitations and a desire for more third-party options. ### How do Zoho and Freshsales compare on customer support? Freshsales is rated higher for Quality of Support, with a 1.1-point advantage over Zoho (8.8 vs 7.7). - **Zoho:** Reviewers describe support as generally helpful but occasionally slow or inconsistent, especially for advanced technical issues. - **Freshsales:** Reviewers consistently praise Freshsales support for responsiveness, helpfulness, and effective onboarding assistance. ### Which is easier to implement, Zoho or Freshsales? Freshsales is rated higher for Ease of Setup, with a 0.7-point advantage over Zoho (8.7 vs 8.0). - **Zoho:** Reviewers note that setup is straightforward for basic use but can become complex with advanced customizations and integrations. - **Freshsales:** Reviewers highlight fast onboarding, simple initial setup, and easy configuration, especially for small teams and first-time CRM users. ### Which product has better Reporting? Zoho is favored for Reporting, with more reviewer-cited mentions and customization options. - **Zoho:** Reporting is cited in 86 all-time reviews, with reviewers highlighting customizable dashboards and detailed analytics. - **Freshsales:** Reviewers note that reporting is functional but less flexible, with several citing limitations in customization and depth. 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