Compare Planhat and Zoho CRM 
At a Glance
Market Segments
Mid-Market (61.1% of reviews)
Small-Business (61.6% of reviews)
Entry-Level Pricing
Custom
Free
Planhat
Star Rating
(887)4.5 out of 5
Market Segments
Mid-Market (61.1% of reviews)
Pros & Cons
Entry-Level Pricing
Custom
Learn more about PlanhatZoho CRM
Star Rating
(2,894)4.1 out of 5
Market Segments
Small-Business (61.6% of reviews)
Pros & Cons
Entry-Level Pricing
Free
Browse all 5 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that Zoho CRM excels in providing a comprehensive suite of features at a competitive price, making it a popular choice for small businesses. Users appreciate its ability to combine sales automation, analytics, and multichannel engagement, which supports business growth effectively.
- Users say that Planhat shines in its ability to consolidate data from various systems, offering a 360° view of each customer. This integration helps eliminate data silos, allowing teams to manage accounts and visualize renewal risks more effectively, which is particularly beneficial for mid-market companies.
- Reviewers mention that Zoho CRM's user-friendly interface and seamless integration with other software make it easy to navigate. This ease of use is highlighted by users who find the platform intuitive, enhancing their day-to-day operations.
- According to verified reviews, Planhat's customizable dashboards and automation capabilities are praised for enhancing existing processes. Users appreciate the flexibility to trigger automations based on customer journey milestones, which can significantly improve customer engagement.
- G2 reviewers highlight that while Zoho CRM has a higher overall satisfaction score, Planhat's quality of support is notably strong, with users rating it highly for responsiveness and helpfulness. This aspect is crucial for teams that require ongoing assistance and guidance.
- Users report that Zoho CRM's implementation process is quick and straightforward, which is a significant advantage for businesses looking to get up and running without extensive delays. In contrast, some users of Planhat have noted challenges with configuration, indicating a steeper learning curve for new users.
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
736
8.4
2,460
Ease of Use
8.3
744
8.3
2,479
Ease of Setup
7.5
501
8.0
1,250
Ease of Admin
8.2
446
8.0
1,019
Quality of Support
9.2
715
7.6
2,253
Has the product been a good partner in doing business?
9.3
442
8.0
995
Product Direction (% positive)
9.2
686
8.0
2,395
Features by Category
Sales Force Automation
8.4
28
8.5
1647
|
Verified
7.5
25
8.3
876
|
Verified
7.4
24
8.2
1566
|
Verified
8.2
28
8.2
1632
|
Verified
6.7
24
7.8
1186
|
Verified
8.6
25
8.4
671
|
Verified
7.0
23
7.9
1217
|
Verified
6.2
24
8.0
1209
|
Verified
6.5
25
8.2
1323
|
Verified
Marketing Automation
7.3
27
8.0
1343
|
Verified
6.7
26
7.9
1304
|
Verified
5.9
25
8.4
1538
|
Verified
5.3
25
7.9
1126
|
Verified
Customer Support
7.2
27
8.0
1201
|
Verified
7.0
28
7.9
1204
|
Verified
7.4
28
7.9
1236
|
Verified
5.8
24
7.8
1068
|
Verified
6.3
24
8.0
1113
|
Verified
Reporting & Analytics
7.6
29
8.2
1510
|
Verified
7.4
29
8.2
1559
|
Verified
7.0
26
8.1
1055
|
Verified
Mobile & Social
6.2
24
8.1
1082
|
Verified
5.6
23
8.0
1091
|
Verified
5.0
23
8.0
1201
|
Verified
Platform
8.7
52
8.1
865
|
Verified
8.2
51
8.1
838
|
Verified
8.6
51
8.4
857
|
Verified
7.4
48
8.1
647
|
Verified
5.6
44
7.8
547
|
Verified
6.7
46
8.1
718
|
Verified
8.2
49
8.4
845
|
Verified
7.1
46
8.1
661
|
Verified
Integration
7.7
40
8.3
651
|
Verified
7.8
40
8.1
640
|
Verified
7.4
38
8.0
600
|
Verified
Generative AI
7.0
18
8.2
180
Agentic AI - CRM
6.1
17
8.0
65
6.4
17
8.3
63
6.5
17
8.1
66
5.9
17
8.0
65
6.5
16
8.3
64
6.1
16
8.3
64
6.0
16
8.3
64
Configuration - cpq
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
8.3
60
Not enough data
8.3
56
Not enough data
8.4
61
Pricing
Not enough data
8.1
63
Not enough data
7.5
58
Not enough data
8.1
57
Not enough data
8.4
59
Not enough data
8.6
59
Not enough data
8.5
57
Quoting
Not enough data
8.4
59
Not enough data
8.3
53
Not enough data
8.4
54
Not enough data
8.4
56
Not enough data
8.6
53
Admin
Not enough data
8.2
90
Not enough data
7.7
84
Not enough data
8.3
87
Not enough data
8.3
84
Channels
Not enough data
8.1
58
Not enough data
7.7
53
Not enough data
8.0
50
Platform
Not enough data
8.4
90
Not enough data
8.2
86
Not enough data
8.0
78
Not enough data
8.5
89
Not enough data
8.4
91
Not enough data
8.6
20
Generative AI - cpq
Not enough data
7.4
15
Not enough data
7.5
16
Not enough data
7.7
16
Competition
Not enough data
8.7
58
|
Verified
Not enough data
8.7
57
|
Verified
Not enough data
8.7
57
|
Verified
Not enough data
8.5
53
|
Verified
Not enough data
8.5
55
|
Verified
Not enough data
7.9
18
Agentic AI - Sales Gamification
Not enough data
Not enough data
Integrations
Not enough data
8.9
61
|
Verified
Not enough data
8.8
59
Not enough data
8.7
45
Platform
Not enough data
8.8
65
|
Verified
Not enough data
8.9
64
|
Verified
Not enough data
8.8
58
|
Verified
Not enough data
8.8
63
|
Verified
Not enough data
8.8
63
|
Verified
Employee Features
Not enough data
8.9
66
|
Verified
Not enough data
8.8
68
|
Verified
Not enough data
8.8
68
|
Verified
Customer Information
8.6
556
|
Verified
Not enough data
8.8
549
|
Verified
Not enough data
8.8
560
|
Verified
Not enough data
8.2
545
|
Verified
Not enough data
8.5
513
|
Verified
Not enough data
8.0
489
|
Verified
Not enough data
7.2
420
|
Verified
Not enough data
Predictions
7.9
494
|
Verified
Not enough data
7.4
431
|
Verified
Not enough data
8.3
493
|
Verified
Not enough data
6.6
348
|
Verified
Not enough data
Platform
8.3
545
|
Verified
Not enough data
8.1
517
|
Verified
Not enough data
8.2
489
|
Verified
Not enough data
8.5
496
|
Verified
Not enough data
8.2
521
|
Verified
Not enough data
8.6
518
|
Verified
Not enough data
8.8
508
|
Verified
Not enough data
8.9
475
|
Verified
Not enough data
8.5
518
|
Verified
Not enough data
8.8
521
|
Verified
Not enough data
Generative AI
6.1
170
Not enough data
6.2
173
Not enough data
Agentic AI - Customer Success
6.3
98
Not enough data
6.7
98
Not enough data
6.8
101
Not enough data
6.5
97
Not enough data
6.2
98
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
8.3
27
Not enough data
8.1
27
Agentic AI - AI Sales Assistant
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Integrated Workflows
Not enough data
8.7
161
Not enough data
8.8
157
Not enough data
8.3
146
Not enough data
8.2
142
Not enough data
8.9
155
Not enough data
8.8
153
Not enough data
8.5
148
Repeatability and Reportability
Not enough data
8.4
145
Not enough data
8.6
150
Not enough data
8.6
143
Not enough data
8.2
139
Not enough data
7.9
121
AI and Automation
Not enough data
8.3
147
Not enough data
8.5
146
Not enough data
8.3
140
Not enough data
8.1
134
Not enough data
7.8
126
Generative AI
Not enough data
7.5
69
Agentic AI - Sales Engagement
Not enough data
7.9
28
Not enough data
7.8
26
Not enough data
8.0
27
Not enough data
7.9
26
Not enough data
7.7
27
Not enough data
8.0
27
Not enough data
8.1
26
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
Behavioral Analytics - Product Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform Infrastructure - Product Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
AI driven optimization - Product Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Customer Requirements
Not enough data
8.5
52
Not enough data
8.5
51
Not enough data
8.5
53
Contracts
Not enough data
8.5
51
Not enough data
8.2
48
Not enough data
8.4
51
Revenue
Not enough data
8.5
53
Not enough data
8.5
51
Not enough data
8.4
48
Data Sourcing
8.2
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
98
7.9
151
8.6
93
8.2
146
8.6
97
7.7
132
8.4
89
7.8
137
8.9
57
Agentic AI - Customer Journey Mapping
6.4
36
7.1
12
Content
7.2
122
8.9
79
6.8
102
8.6
76
5.7
97
8.5
76
6.2
93
8.7
77
7.1
108
8.6
74
Collaboration
6.5
103
8.8
76
6.3
100
8.5
78
8.0
124
9.0
80
8.0
139
9.0
83
7.3
104
8.7
78
4.7
85
8.7
75
Lead Monitoring
Not enough data
9.0
42
Not enough data
8.9
42
Not enough data
8.7
42
Agentic AI - Lead Capture
Not enough data
7.2
27
Not enough data
7.2
27
Data Capture
Not enough data
8.3
42
Not enough data
8.5
42
Not enough data
8.1
42
Not enough data
8.3
42
Analytics
Not enough data
9.1
42
Not enough data
8.8
42
Customization
Not enough data
8.7
41
Not enough data
8.6
41
Not enough data
8.7
42
Not enough data
8.7
42
Onboarding Setup
8.6
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
6.4
12
Not enough data
6.7
13
Not enough data
6.7
12
Not enough data
6.8
12
Attribution
Not enough data
8.5
21
Not enough data
8.6
22
Not enough data
8.0
21
Discovery
Not enough data
8.6
22
Not enough data
8.3
21
Not enough data
8.3
22
Management
Not enough data
8.4
22
Not enough data
8.4
22
Platform
Not enough data
8.4
22
Not enough data
8.3
21
Agentic AI - Sales Performance Management
Not enough data
7.9
21
Not enough data
8.1
20
Not enough data
7.9
21
Incentives
Not enough data
8.2
154
|
Verified
Not enough data
8.4
161
|
Verified
Not enough data
8.0
153
|
Verified
Not enough data
8.4
162
|
Verified
Personalization
Not enough data
8.5
178
|
Verified
Not enough data
8.6
179
|
Verified
Not enough data
8.6
185
|
Verified
Not enough data
8.4
172
|
Verified
Administrative
Not enough data
8.5
170
|
Verified
Not enough data
8.5
174
|
Verified
Not enough data
8.4
162
Agentic AI - Email Tracking
Not enough data
7.7
30
Not enough data
7.5
29
Not enough data
7.6
30
Not enough data
7.0
29
Not enough data
7.0
30
Not enough data
7.4
30
Not enough data
7.6
29
Analytics
Not enough data
8.3
139
Not enough data
8.3
144
Not enough data
8.4
145
Customizations
Not enough data
8.7
149
Not enough data
8.8
146
Not enough data
8.8
147
Not enough data
8.7
143
Not enough data
8.6
148
Generative AI
Not enough data
7.6
59
Agentic AI - Sales Analytics
Not enough data
7.5
29
Not enough data
7.5
29
Not enough data
7.1
29
Not enough data
7.4
29
Not enough data
7.5
29
Data Sourcing
Not enough data
8.3
145
Not enough data
8.4
149
Not enough data
8.3
142
Not enough data
8.6
156
Not enough data
8.5
147
Predictive Analytics
Not enough data
8.5
147
Not enough data
8.3
139
Not enough data
8.0
124
Not enough data
8.2
130
Sales Management
Not enough data
8.5
154
Not enough data
8.3
131
Not enough data
8.5
145
Not enough data
8.8
152
Agentic AI - Sales Enablement
Not enough data
6.1
6
Not enough data
6.1
6
Not enough data
6.1
6
Content Management
Not enough data
8.2
10
Not enough data
8.0
10
Not enough data
8.0
10
Not enough data
8.8
10
Not enough data
8.2
10
Analytics
Not enough data
9.0
10
Not enough data
8.3
10
Not enough data
8.3
10
Not enough data
8.3
10
Learning Management - Sales Enablement
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Revenue Enablement - Sales Enablement
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Relationship Management - Insurance CRM
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Follow up Automation - Insurance CRM
Not enough data
Not enough data
Not enough data
Not enough data
Document Management - Insurance CRM
Not enough data
Not enough data
Integrations & Reports - Insurance CRM
Not enough data
Not enough data
Not enough data
Not enough data
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, 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
37.7%
Information Technology and Services
18.3%
Marketing and Advertising
7.9%
Education Management
2.5%
E-Learning
2.2%
Other
31.3%
Information Technology and Services
16.0%
Computer Software
9.9%
Marketing and Advertising
8.8%
Financial Services
3.6%
Real Estate
3.5%
Other
58.2%
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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