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At a Glance
Market Segments
Small-Business (89.6% of reviews)
Small-Business (62.0% of reviews)
Entry-Level Pricing
No pricing available
Free
PL Rating
Star Rating
(398)4.4 out of 5
Market Segments
Small-Business (89.6% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about PL RatingZoho CRM
Star Rating
(2,830)4.1 out of 5
Market Segments
Small-Business (62.0% of reviews)
Pros & Cons
Entry-Level Pricing
Free
Free Trial is available
Browse all 5 pricing plansPL Rating vs Zoho CRM
When assessing the two solutions, reviewers found PL Rating easier to use, set up, and administer. Reviewers also preferred doing business with PL Rating overall.
- Reviewers felt that PL Rating meets the needs of their business better than Zoho CRM.
- When comparing quality of ongoing product support, reviewers felt that PL Rating is the preferred option.
- For feature updates and roadmaps, our reviewers preferred the direction of PL Rating over Zoho CRM.
Pricing
Entry-Level Pricing
PL Rating
No pricing availableZoho CRM
Free Edition
Free
With three free users and essentials like leads, documents and mobile apps, it’s a perfect fit
for your home business.
- Leads, Contacts, Accounts
- Tasks, Events, Call log, and Notes
- Opportunities
Free Trial
PL Rating
No trial information availableZoho CRM
Free Trial is available
Ratings
Meets Requirements
8.6
340
8.4
2,410
Ease of Use
8.9
345
8.3
2,424
Ease of Setup
8.6
243
7.9
1,194
Ease of Admin
8.5
137
8.0
1,004
Quality of Support
8.7
308
7.6
2,204
Has the product been a good partner in doing business?
8.8
143
8.0
980
Product Direction (% positive)
8.6
335
8.0
2,346
Features by Category
Sales Force Automation
Not enough data
8.5
1619
|
Verified
Not enough data
8.3
870
|
Verified
Not enough data
8.2
1543
|
Verified
Not enough data
8.2
1619
|
Verified
Not enough data
7.8
1183
|
Verified
Not enough data
8.4
665
|
Verified
Not enough data
7.9
1213
|
Verified
Not enough data
8.0
1202
|
Verified
Not enough data
8.2
1315
|
Verified
Marketing Automation
Not enough data
8.0
1332
|
Verified
Not enough data
7.9
1295
|
Verified
Not enough data
8.4
1515
|
Verified
Not enough data
7.9
1121
|
Verified
Customer Support
Not enough data
8.0
1195
|
Verified
Not enough data
7.9
1198
|
Verified
Not enough data
7.9
1232
|
Verified
Not enough data
7.8
1066
|
Verified
Not enough data
8.0
1108
|
Verified
Reporting & Analytics
Not enough data
8.2
1494
|
Verified
Not enough data
8.2
1550
|
Verified
Not enough data
8.1
1050
|
Verified
Mobile & Social
Not enough data
8.1
1078
|
Verified
Not enough data
8.0
1089
|
Verified
Not enough data
8.0
1194
|
Verified
Platform
Not enough data
8.1
854
|
Verified
Not enough data
8.1
825
|
Verified
Not enough data
8.4
856
|
Verified
Not enough data
8.1
647
|
Verified
Not enough data
7.8
547
|
Verified
Not enough data
8.1
717
|
Verified
Not enough data
8.4
837
|
Verified
Not enough data
8.1
660
|
Verified
Integration
Not enough data
8.3
648
|
Verified
Not enough data
8.1
630
|
Verified
Not enough data
8.0
596
|
Verified
Generative AI
Not enough data
8.2
178
Agentic AI - CRM
Not enough data
8.1
64
Not enough data
8.3
62
Not enough data
8.0
63
Not enough data
8.0
63
Not enough data
8.2
63
Not enough data
8.2
63
Not enough data
8.2
63
Configuration - cpq
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
8.3
60
Not enough data
8.3
56
Not enough data
8.4
61
Pricing
Not enough data
8.1
63
Not enough data
7.5
58
Not enough data
8.1
57
Not enough data
8.4
59
Not enough data
8.6
59
Not enough data
8.5
57
Quoting
Not enough data
8.4
59
Not enough data
8.3
53
Not enough data
8.4
54
Not enough data
8.4
56
Not enough data
8.6
53
Admin
Not enough data
8.3
88
Not enough data
7.7
83
Not enough data
8.3
86
Not enough data
8.3
83
Channels
Not enough data
8.1
58
Not enough data
7.7
53
Not enough data
8.0
50
Platform
Not enough data
8.4
89
Not enough data
8.2
85
Not enough data
8.0
78
Not enough data
8.5
89
Not enough data
8.4
91
Not enough data
8.6
20
Generative AI - cpq
Not enough data
7.4
15
Not enough data
7.5
16
Not enough data
7.7
16
Competition
Not enough data
8.7
57
|
Verified
Not enough data
8.7
56
|
Verified
Not enough data
8.7
56
|
Verified
Not enough data
8.5
52
|
Verified
Not enough data
8.5
54
|
Verified
Not enough data
7.7
17
Agentic AI - Sales Gamification
Not enough data
Not enough data
Integrations
Not enough data
8.9
60
|
Verified
Not enough data
8.7
58
Not enough data
8.7
44
Platform
Not enough data
8.8
64
|
Verified
Not enough data
8.9
63
|
Verified
Not enough data
8.7
57
|
Verified
Not enough data
8.7
62
|
Verified
Not enough data
8.7
62
|
Verified
Employee Features
Not enough data
8.9
65
|
Verified
Not enough data
8.7
67
|
Verified
Not enough data
8.8
67
|
Verified
Lead Generation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Lead Facilitation
Not enough data
8.4
71
Not enough data
8.8
72
Not enough data
8.8
72
Not enough data
8.8
72
Organization
Not enough data
8.6
73
Not enough data
8.4
72
Not enough data
8.5
72
Performance Analysis
Not enough data
Feature Not Available
Not enough data
8.6
74
Sales Analysis
Not enough data
8.4
68
Not enough data
8.4
72
Generative AI
Not enough data
8.1
26
Not enough data
7.9
26
Agentic AI - AI Sales Assistant
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Integrated Workflows
Not enough data
8.7
160
Not enough data
8.8
156
Not enough data
8.3
146
Not enough data
8.2
141
Not enough data
8.9
154
Not enough data
8.8
153
Not enough data
8.5
148
Repeatability and Reportability
Not enough data
8.4
145
Not enough data
8.6
150
Not enough data
8.5
143
Not enough data
8.2
138
Not enough data
7.9
121
AI and Automation
Not enough data
8.2
147
Not enough data
8.4
146
Not enough data
8.3
140
Not enough data
8.1
134
Not enough data
7.8
126
Generative AI
Not enough data
7.4
69
Agentic AI - Sales Engagement
Not enough data
7.8
27
Not enough data
7.7
25
Not enough data
7.9
26
Not enough data
7.8
25
Not enough data
7.6
26
Not enough data
7.9
26
Not enough data
8.0
25
Customer Requirements
Not enough data
8.5
52
Not enough data
8.5
51
Not enough data
8.5
53
Contracts
Not enough data
8.5
51
Not enough data
8.2
48
Not enough data
8.4
51
Revenue
Not enough data
8.5
52
Not enough data
8.5
51
Not enough data
8.4
48
Platform Basics
Not enough data
8.4
96
Not enough data
8.6
91
Not enough data
8.5
95
Not enough data
8.3
87
Not enough data
8.7
54
Agentic AI - Customer Journey Mapping
Not enough data
6.7
10
Content
Not enough data
8.9
77
Not enough data
8.6
74
Not enough data
8.5
74
Not enough data
8.6
75
Not enough data
8.6
73
Collaboration
Not enough data
8.7
74
Not enough data
8.5
76
Not enough data
8.9
78
Not enough data
8.9
81
Not enough data
8.7
75
Not enough data
8.7
73
Lead Monitoring
Not enough data
9.0
41
Not enough data
8.9
41
Not enough data
8.7
41
Agentic AI - Lead Capture
Not enough data
7.1
26
Not enough data
7.1
26
Data Capture
Not enough data
8.3
41
Not enough data
8.5
41
Not enough data
8.1
41
Not enough data
8.3
41
Analytics
Not enough data
9.1
41
Not enough data
8.8
41
Customization
Not enough data
8.7
40
Not enough data
8.5
40
Not enough data
8.8
41
Not enough data
8.7
41
Agentic AI - Lead Scoring
Not enough data
6.1
11
Not enough data
6.4
12
Not enough data
6.4
11
Not enough data
6.5
11
Attribution
Not enough data
8.4
20
Not enough data
8.5
21
Not enough data
7.9
20
Discovery
Not enough data
8.6
21
Not enough data
8.3
20
Not enough data
8.2
21
Management
Not enough data
8.3
21
Not enough data
8.3
21
Platform
Not enough data
8.3
21
Not enough data
8.3
20
Agentic AI - Sales Performance Management
Not enough data
7.9
20
Not enough data
8.2
19
Not enough data
7.8
20
Incentives
Not enough data
8.2
152
|
Verified
Not enough data
8.3
159
|
Verified
Not enough data
8.0
151
|
Verified
Not enough data
8.4
160
|
Verified
Personalization
Not enough data
8.5
176
|
Verified
Not enough data
8.6
177
|
Verified
Not enough data
8.6
183
|
Verified
Not enough data
8.4
170
|
Verified
Administrative
Not enough data
8.5
168
|
Verified
Not enough data
8.5
172
|
Verified
Not enough data
8.3
160
Agentic AI - Email Tracking
Not enough data
7.6
29
Not enough data
7.4
28
Not enough data
7.5
29
Not enough data
6.9
28
Not enough data
6.9
29
Not enough data
7.4
29
Not enough data
7.5
28
Analytics
Not enough data
8.3
137
Not enough data
8.3
143
Not enough data
8.4
144
Customizations
Not enough data
8.7
148
Not enough data
8.8
145
Not enough data
8.7
146
Not enough data
8.7
142
Not enough data
8.6
147
Generative AI
Not enough data
7.6
58
Agentic AI - Sales Analytics
Not enough data
7.4
28
Not enough data
7.5
28
Not enough data
7.0
28
Not enough data
7.3
28
Not enough data
7.4
28
Data Sourcing
Not enough data
8.3
143
Not enough data
8.4
147
Not enough data
8.3
140
Not enough data
8.6
152
Not enough data
8.5
144
Predictive Analytics
Not enough data
8.5
144
Not enough data
8.3
136
Not enough data
8.0
122
Not enough data
8.2
128
Sales Management
Not enough data
8.5
151
Not enough data
8.3
129
Not enough data
8.5
142
Not enough data
8.8
149
Agentic AI - Sales Enablement
Not enough data
6.1
6
Not enough data
6.1
6
Not enough data
6.1
6
Content Management
Not enough data
8.2
10
Not enough data
8.0
10
Not enough data
8.0
10
Not enough data
8.8
10
Not enough data
8.2
10
Analytics
Not enough data
9.0
10
Not enough data
8.3
10
Not enough data
8.3
10
Not enough data
8.3
10
Learning Management - Sales Enablement
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Revenue Enablement - Sales Enablement
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Relationship Management - Insurance CRM
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Follow up Automation - Insurance CRM
Not enough data
Not enough data
Not enough data
Not enough data
Document Management - Insurance CRM
Not enough data
Not enough data
Integrations & Reports - Insurance CRM
Not enough data
Not enough data
Not enough data
Not enough data
Categories
Categories
Shared Categories
PL Rating and Zoho CRM share no categories
Unique Categories
PL Rating is categorized as Underwriting & Rating
Zoho CRM is categorized as Client Portal, Customer Journey Mapping, Quote-to-Cash, Sales Engagement, AI Sales Assistant, Sales Analytics, Quote Management, Email Tracking, Sales Gamification, Sales Performance Management, CRM, CPQ, Lead Capture, Lead Scoring, Sales Enablement, and Insurance CRM
Reviews
Reviewers' Company Size
PL Rating
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Zoho CRM
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Insurance
94.0%
Automotive
1.4%
Financial Services
1.1%
Accounting
1.1%
Human Resources
0.5%
Other
1.9%
Information Technology and Services
15.9%
Computer Software
9.8%
Marketing and Advertising
9.0%
Real Estate
3.5%
Financial Services
3.5%
Other
58.2%
Alternatives
Discussions
Has anyone ever had success in cancelling before implementation?
1 Comment
DL
Have an attorney file suit for misrepresentation Read more
What is a comp rater?
1 Comment
AB
A comparative insurance rater enables insurance agencies or consumers to quickly get insurance coverage quotes from multiple insurance carriers within a...Read more
PL Rating has no more discussions with answers
What have you found better than ZOHO
5 Comments
PC
Zoho One, with over 45 business applications, all centrally managed and synchronized, is the leader in breadth of application and breadth of security versus...Read more
Is Zoho CRM really free?
4 Comments
AP
Zoho CRM offers a free version, but it also provides various paid plans with additional features and capabilities. The free version typically has...Read more
can we create segmentation in this
3 Comments
Official Response from Zoho CRM
Yes Lavanya,
Zoho CRM supports segmentation. Segment your prospects/customers into buckets based on a pre-defined criteria, to identify cross-sell/up-sell...Read more
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