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At a Glance
Market Segments
Mid-Market (60.9% of reviews)
Small-Business (61.9% of reviews)
Entry-Level Pricing
Custom
Free
Planhat
Star Rating
(883)4.5 out of 5
Market Segments
Mid-Market (60.9% of reviews)
Pros & Cons
Entry-Level Pricing
Custom
Learn more about PlanhatZoho CRM
Star Rating
(2,846)4.1 out of 5
Market Segments
Small-Business (61.9% of reviews)
Pros & Cons
Entry-Level Pricing
Free
Free Trial is available
Browse all 5 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users report that Zoho CRM excels in Document Collaboration with a score of 8.9, allowing teams to work seamlessly on shared documents, while Planhat falls short with a score of 7.2, indicating less effective collaboration features.
- Reviewers mention that Zoho CRM's Data Analytics capabilities are robust, scoring 8.8, which helps businesses gain valuable insights, whereas Planhat's score of 7.9 suggests it may not provide the same depth of analytics.
- G2 users highlight that Zoho CRM offers superior Mobile Application functionality with a score of 8.6, making it easier for users to manage tasks on the go, compared to Planhat's significantly lower score of 4.5, which indicates a less user-friendly mobile experience.
- Users on G2 report that Zoho CRM's Billing and Invoicing features are highly rated at 8.7, providing a comprehensive solution for financial management, while Planhat's score of 6.5 suggests limitations in this area.
- Reviewers mention that Zoho CRM shines in Versioning with a score of 8.6, allowing users to track changes effectively, while Planhat's lower score of 6.8 indicates it may not offer the same level of version control.
- Users say that Zoho CRM's Quality of Support is commendable with a score of 7.6, but Planhat stands out with an impressive score of 9.3, indicating a more responsive and helpful support team, which is crucial for users needing assistance.
Pricing
Entry-Level Pricing
Planhat
From Start-up to Enterprise
Custom
Planhat is priced to fit your company size. You can view details here: https://www.planhat.com/pricing/
Zoho CRM
Free Edition
Free
With three free users and essentials like leads, documents and mobile apps, it’s a perfect fit
for your home business.
- Leads, Contacts, Accounts
- Tasks, Events, Call log, and Notes
- Opportunities
Free Trial
Planhat
No trial information availableZoho CRM
Free Trial is available
Ratings
Meets Requirements
8.6
735
8.4
2,424
Ease of Use
8.3
742
8.3
2,437
Ease of Setup
7.5
499
8.0
1,206
Ease of Admin
8.2
445
8.0
1,009
Quality of Support
9.2
714
7.6
2,218
Has the product been a good partner in doing business?
9.3
441
8.0
985
Product Direction (% positive)
9.2
685
8.0
2,359
Features by Category
Sales Force Automation
8.4
27
8.5
1624
|
Verified
7.5
25
8.3
873
|
Verified
7.4
24
8.2
1547
|
Verified
8.3
27
8.2
1623
|
Verified
6.7
24
7.8
1186
|
Verified
8.6
25
8.4
667
|
Verified
7.0
23
7.9
1216
|
Verified
6.2
24
8.0
1206
|
Verified
6.4
24
8.2
1318
|
Verified
Marketing Automation
7.2
26
8.0
1335
|
Verified
6.7
26
7.9
1299
|
Verified
5.9
25
8.4
1521
|
Verified
5.3
25
7.9
1124
|
Verified
Customer Support
7.2
27
8.0
1199
|
Verified
7.0
27
7.9
1200
|
Verified
7.3
27
7.9
1234
|
Verified
5.8
24
7.8
1067
|
Verified
6.3
24
8.0
1110
|
Verified
Reporting & Analytics
7.6
28
8.2
1496
|
Verified
7.4
29
8.2
1552
|
Verified
7.0
26
8.1
1052
|
Verified
Mobile & Social
6.2
24
8.1
1080
|
Verified
5.6
23
8.0
1091
|
Verified
5.0
23
8.0
1196
|
Verified
Platform
8.7
52
8.1
856
|
Verified
8.2
51
8.1
828
|
Verified
8.6
51
8.4
859
|
Verified
7.4
48
8.1
649
|
Verified
5.6
44
7.8
549
|
Verified
6.7
46
8.1
719
|
Verified
8.2
49
8.4
840
|
Verified
7.1
46
8.1
662
|
Verified
Integration
7.7
40
8.3
650
|
Verified
7.8
40
8.1
634
|
Verified
7.4
38
8.0
599
|
Verified
Generative AI
7.0
18
8.2
179
Agentic AI - CRM
6.1
17
8.1
64
6.4
17
8.3
62
6.5
17
8.0
63
5.9
17
8.0
63
6.5
16
8.2
63
6.1
16
8.2
63
6.0
16
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
8.2
90
Not enough data
7.7
84
Not enough data
8.3
87
Not enough data
8.3
84
Channels
Not enough data
8.1
58
Not enough data
7.7
53
Not enough data
8.0
50
Platform
Not enough data
8.4
90
Not enough data
8.2
86
Not enough data
8.0
78
Not enough data
8.5
89
Not enough data
8.4
91
Not enough data
8.6
20
Generative AI - cpq
Not enough data
7.4
15
Not enough data
7.5
16
Not enough data
7.7
16
Competition
Not enough data
8.7
58
|
Verified
Not enough data
8.7
57
|
Verified
Not enough data
8.7
57
|
Verified
Not enough data
8.5
53
|
Verified
Not enough data
8.5
55
|
Verified
Not enough data
7.9
18
Agentic AI - Sales Gamification
Not enough data
Not enough data
Integrations
Not enough data
8.9
61
|
Verified
Not enough data
8.8
59
Not enough data
8.7
45
Platform
Not enough data
8.8
65
|
Verified
Not enough data
8.9
64
|
Verified
Not enough data
8.8
58
|
Verified
Not enough data
8.8
63
|
Verified
Not enough data
8.8
63
|
Verified
Employee Features
Not enough data
8.9
66
|
Verified
Not enough data
8.8
68
|
Verified
Not enough data
8.8
68
|
Verified
Customer Information
8.7
556
|
Verified
Not enough data
8.8
550
|
Verified
Not enough data
8.8
561
|
Verified
Not enough data
8.2
546
|
Verified
Not enough data
8.5
513
|
Verified
Not enough data
8.0
490
|
Verified
Not enough data
7.2
421
|
Verified
Not enough data
Predictions
7.9
494
|
Verified
Not enough data
7.4
432
|
Verified
Not enough data
8.3
494
|
Verified
Not enough data
6.7
349
|
Verified
Not enough data
Platform
8.3
545
|
Verified
Not enough data
8.1
517
|
Verified
Not enough data
8.2
490
|
Verified
Not enough data
8.5
497
|
Verified
Not enough data
8.2
521
|
Verified
Not enough data
8.6
518
|
Verified
Not enough data
8.8
509
|
Verified
Not enough data
8.9
476
|
Verified
Not enough data
8.5
519
|
Verified
Not enough data
8.8
520
|
Verified
Not enough data
Generative AI
6.2
171
Not enough data
6.2
174
Not enough data
Agentic AI - Customer Success
6.3
99
Not enough data
6.7
99
Not enough data
6.8
102
Not enough data
6.5
98
Not enough data
6.2
99
Not enough data
Billing and Payments
7.9
80
Not enough data
7.6
68
Not enough data
7.5
74
Not enough data
Revenue Recognition
8.2
97
Not enough data
7.0
69
Not enough data
7.5
74
Not enough data
Revenue Optimization
8.1
103
Not enough data
7.4
78
Not enough data
8.2
106
Not enough data
7.8
92
Not enough data
Lead Generation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Lead Facilitation
Not enough data
8.4
72
Not enough data
8.8
73
Not enough data
8.8
73
Not enough data
8.8
73
Organization
Not enough data
8.6
74
Not enough data
8.4
73
Not enough data
8.6
73
Performance Analysis
Not enough data
Feature Not Available
Not enough data
8.6
75
Sales Analysis
Not enough data
8.4
69
Not enough data
8.4
73
Generative AI
Not enough data
8.1
27
Not enough data
8.0
27
Agentic AI - AI Sales Assistant
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Integrated Workflows
Not enough data
8.7
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
Product Analytics
8.6
81
Not enough data
8.2
81
Not enough data
8.9
77
Not enough data
7.7
66
Not enough data
8.4
79
Not enough data
8.3
67
Not enough data
8.3
75
Not enough data
8.5
81
Not enough data
Agentic AI - Product Analytics
6.5
19
Not enough data
7.0
18
Not enough data
6.2
17
Not enough data
6.6
18
Not enough data
Customer Requirements
Not enough data
8.5
52
Not enough data
8.5
51
Not enough data
8.5
53
Contracts
Not enough data
8.5
51
Not enough data
8.2
48
Not enough data
8.4
51
Revenue
Not enough data
8.5
53
Not enough data
8.5
51
Not enough data
8.4
48
Data Sourcing
8.2
181
Not enough data
8.4
175
Not enough data
6.4
139
Not enough data
7.3
141
Not enough data
Intelligence
6.3
121
Not enough data
6.5
129
Not enough data
6.5
124
Not enough data
Sales Team
7.7
89
Not enough data
7.3
88
Not enough data
8.0
108
Not enough data
Intelligence
7.6
99
Not enough data
7.4
89
Not enough data
7.2
86
Not enough data
Mapping
6.9
84
Not enough data
8.2
99
Not enough data
Agentic AI - Customer Revenue Optimization
7.0
28
Not enough data
7.3
28
Not enough data
7.0
28
Not enough data
7.3
28
Not enough data
6.7
27
Not enough data
7.2
29
Not enough data
Platform Basics
8.0
166
8.4
97
7.9
151
8.6
92
8.2
146
8.5
96
7.7
132
8.3
88
7.8
137
8.8
55
Agentic AI - Customer Journey Mapping
6.4
36
6.7
10
Content
7.2
122
8.9
78
6.8
102
8.6
75
5.7
97
8.5
75
6.2
93
8.7
76
7.1
108
8.6
74
Collaboration
6.5
103
8.7
75
6.3
100
8.5
77
8.0
124
8.9
79
8.0
139
8.9
82
7.3
104
8.7
76
4.7
85
8.6
74
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
Onboarding Setup
8.6
252
Not enough data
8.1
256
Not enough data
8.6
258
Not enough data
Project Tracking
8.2
235
Not enough data
7.7
201
Not enough data
8.0
211
Not enough data
8.4
254
Not enough data
7.9
208
Not enough data
Customer Engagement
7.8
229
Not enough data
8.0
224
Not enough data
7.4
213
Not enough data
8.3
229
Not enough data
8.1
233
Not enough data
Customization - AI Agent Builders
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Functionality - AI Agent Builders
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Data and Analytics - AI Agent Builders
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Integration - AI Agent Builders
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - 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
138
Not enough data
8.3
144
Not enough data
8.4
145
Customizations
Not enough data
8.7
149
Not enough data
8.8
146
Not enough data
8.7
147
Not enough data
8.7
143
Not enough data
8.6
148
Generative AI
Not enough data
7.6
59
Agentic AI - Sales Analytics
Not enough data
7.4
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
Functionality
7.6
54
Not enough data
7.4
50
Not enough data
7.5
46
Not enough data
7.2
49
Not enough data
7.2
54
Not enough data
Management
8.1
61
Not enough data
8.3
61
Not enough data
7.2
48
Not enough data
8.2
63
Not enough data
8.1
49
Not enough data
Generative AI
6.4
31
Not enough data
6.6
31
Not enough data
Categories
Categories
Shared Categories
Planhat and Zoho CRM are categorized as Client Portal, Customer Journey Mapping, and CRM
Unique Categories
Planhat is categorized as Customer Revenue Optimization, Product Analytics, Subscription Revenue Management, Customer Data Platform (CDP), Customer Success, Data Quality, AI Agent Builders, and Client Onboarding
Zoho CRM is categorized as Quote-to-Cash, Sales Engagement, AI Sales Assistant, Sales Analytics, Quote Management, Email Tracking, Sales Gamification, Sales Performance Management, CPQ, Lead Capture, Lead Scoring, Sales Enablement, and Insurance CRM
Reviews
Reviewers' Company Size
Planhat
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Zoho CRM
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Computer Software
37.8%
Information Technology and Services
18.4%
Marketing and Advertising
7.9%
Education Management
2.5%
E-Learning
2.3%
Other
31.2%
Information Technology and Services
16.0%
Computer Software
9.8%
Marketing and Advertising
8.9%
Real Estate
3.5%
Financial Services
3.5%
Other
58.2%
Alternatives
Discussions
How long did it take to implement?
2 Comments
PB
6 weeks or so, but most of my time was spent organising our data rather than customising PH itself so it depends on what sort of state your data is in.Read more
What's the best way to manage crossell opportunities on planhat?
1 Comment
Official Response from Planhat
Hi Pedro,
Thanks for your question!
There are several ways to manage cross-sale opportunities in Planhat. Firstly, intelligent triggers and alerts can...Read more
How can I, launch two simultaneos NPScampaings
1 Comment
Official Response from Planhat
Hi Matheus, your CSM will be in touch shortly and help you to set it up :)
Read more
What have you found better than ZOHO
5 Comments
PC
Zoho One, with over 45 business applications, all centrally managed and synchronized, is the leader in breadth of application and breadth of security versus...Read more
Is Zoho CRM really free?
4 Comments
AP
Zoho CRM offers a free version, but it also provides various paid plans with additional features and capabilities. The free version typically has...Read more
can we create segmentation in this
3 Comments
Official Response from Zoho CRM
Yes Lavanya,
Zoho CRM supports segmentation. Segment your prospects/customers into buckets based on a pre-defined criteria, to identify cross-sell/up-sell...Read more
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