# Product configurator (CPQ) vs Zoho CRM Comparison
---
## AI Generated Summary
- **G2 reviewers report** that Zoho CRM excels in providing a comprehensive view of leads from various sources, such as social campaigns and website forms. Users appreciate the ability to tag sources easily, which simplifies the process of passing quality leads to the sales team and tracking performance.
- **Users say** that the Product configurator (CPQ) shines with its intuitive Quote Line Item editor, making it easier to create product bundles and generate quotes. This feature is highlighted as a significant advantage, allowing users to configure products effectively and streamline their quoting process.
- **Reviewers mention** that Zoho CRM offers robust project management capabilities, which help users manage client accounts and share contact information seamlessly within their organization. This functionality is particularly beneficial for small businesses looking to enhance their project and account management.
- **According to verified reviews** , Product configurator (CPQ) is praised for its flexibility in understanding and configuring product behavior across various phases, including marketing and service. This adaptability is seen as a key strength for mid-market users who require tailored solutions.
- **G2 reviewers highlight** that while Zoho CRM has a solid user satisfaction score, it faces challenges in meeting specific workflow needs for some users, particularly regarding configuration. This feedback suggests that while the platform is feature-rich, it may require additional customization for optimal use.
- **Users express** that the quality of support for Product configurator (CPQ) is exceptional, with a perfect score in this area. This level of support is crucial for users who may need assistance during implementation and day-to-day operations, making it a strong selling point for potential buyers.



| | Product configurator (CPQ) | Zoho CRM | 
|---|---|---|
| **Star Rating** | 4.5 out of 5 | 4.1 out of 5 | 
| **Total Reviews** | 10 | 2,945 | 
| **Largest Market Segment** | Mid-Market (70.0% of reviews) | Small-Business (61.6% of reviews) | 
| **Entry Level Price** | No pricing available | Free | 

---
## Top Pros & Cons

### Product configurator (CPQ)

**Not enough data**

### Zoho CRM

Pros:
- Ease of Use (271 reviews)
- Features (172 reviews)

Cons:
- Learning Curve (112 reviews)
- Limited Features (71 reviews)

---
## Ratings Comparison
| Rating | Product configurator (CPQ) | Zoho CRM | 
|---|---|---|
  | **Meets Requirements** | 9.3 (5 reviews) | 8.4 (2494 reviews) | 
  | **Ease of Use** | Not enough data | 8.3 (2518 reviews) | 
  | **Ease of Setup** | Not enough data | 8.0 (1288 reviews) | 
  | **Ease of Admin** | Not enough data | 8.0 (1026 reviews) | 
  | **Quality of Support** | 10.0 (5 reviews) | 7.7 (2285 reviews) | 
  | **Has the product been a good partner in doing business?** | Not enough data | 8.0 (1001 reviews) | 
  | **Product Direction (% positive)** | 10.0 (5 reviews) | 8.0 (2421 reviews) | 

---
## Pricing

### Product configurator (CPQ)

#### Entry-Level Pricing

No pricing available

#### Free Trial

No information available

### Zoho CRM

#### Entry-Level Pricing

Plan: Free Edition

Price: Free

Description: With three free users and essentials like leads, documents and mobile apps, it’s a perfect fit
for your home business.

Key Features:
- Leads, Contacts, Accounts
- Tasks, Events, Call log, and Notes
- Opportunities

[Browse all 5 editions](https://www.g2.com/products/zoho-crm/pricing)

#### Free Trial

Yes

---
## Features Comparison By Category

### CRM

| Product | Score | Reviews |
|---|---|---|
| **Product configurator (CPQ)** | N/A | N/A |
| **Zoho CRM** | 8.1/10 | 1983 |

#### Sales Force Automation

| Feature | Product configurator (CPQ) | Zoho CRM | 
|---|---|---|
| **Contact & Account Management** | Not enough data | 8.5 (1670 reviews) ✓ Verified | 
| **Partner Relationship Mgmt. (PRM)** | Not enough data | 8.3 (878 reviews) ✓ Verified | 
| **Opportunity & Pipeline Mgmt.** | Not enough data | 8.2 (1581 reviews) ✓ Verified | 
| **Task / Activity Management** | Not enough data | 8.2 (1640 reviews) ✓ Verified | 
| **Territory & Quota Management** | Not enough data | 7.8 (1186 reviews) ✓ Verified | 
| **Desktop Integration** | Not enough data | 8.4 (673 reviews) ✓ Verified | 
| **Product & Price List Management** | Not enough data | 7.9 (1217 reviews) ✓ Verified | 
| **Quote & Order Management** | Not enough data | 8.0 (1210 reviews) ✓ Verified | 
| **Customer Contract Management** | Not enough data | 8.2 (1324 reviews) ✓ Verified | 

#### Marketing Automation

| Feature | Product configurator (CPQ) | Zoho CRM | 
|---|---|---|
| **Email Marketing** | Not enough data | 8.1 (1351 reviews) ✓ Verified | 
| **Campaign Management** | Not enough data | 7.9 (1307 reviews) ✓ Verified | 
| **Lead Management** | Not enough data | 8.4 (1553 reviews) ✓ Verified | 
| **Marketing ROI Analytics** | Not enough data | 8.0 (1130 reviews) ✓ Verified | 

#### Customer Support

| Feature | Product configurator (CPQ) | Zoho CRM | 
|---|---|---|
| **Case Management** | Not enough data | 8.0 (1202 reviews) ✓ Verified | 
| **Customer Support Portal** | Not enough data | 7.9 (1204 reviews) ✓ Verified | 
| **Knowledge Base** | Not enough data | 7.9 (1236 reviews) ✓ Verified | 
| **Call Center Features** | Not enough data | 7.8 (1068 reviews) ✓ Verified | 
| **Support Analytics** | Not enough data | 8.0 (1112 reviews) ✓ Verified | 

#### Reporting & Analytics

| Feature | Product configurator (CPQ) | Zoho CRM | 
|---|---|---|
| **Reporting** | Not enough data | 8.2 (1519 reviews) ✓ Verified | 
| **Dashboards** | Not enough data | 8.2 (1567 reviews) ✓ Verified | 
| **Forecasting** | Not enough data | 8.1 (1054 reviews) ✓ Verified | 

#### Mobile & Social

| Feature | Product configurator (CPQ) | Zoho CRM | 
|---|---|---|
| **Social Collaboration Features** | Not enough data | 8.1 (1082 reviews) ✓ Verified | 
| **Social Network Integration** | Not enough data | 8.0 (1091 reviews) ✓ Verified | 
| **Mobile User Support** | Not enough data | 8.0 (1201 reviews) ✓ Verified | 

#### Platform

| Feature | Product configurator (CPQ) | Zoho CRM | 
|---|---|---|
| **Customization** | Not enough data | 8.1 (875 reviews) ✓ Verified | 
| **Workflow Capability** | Not enough data | 8.2 (846 reviews) ✓ Verified | 
| **User, Role, and Access Management** | Not enough data | 8.4 (859 reviews) ✓ Verified | 
| **Internationalization** | Not enough data | 8.1 (649 reviews) ✓ Verified | 
| **Sandbox / Test Environments** | Not enough data | 7.8 (548 reviews) ✓ Verified | 
| **Document & Content Mgmt.** | Not enough data | 8.1 (719 reviews) ✓ Verified | 
| **Performance and Reliability** | Not enough data | 8.4 (854 reviews) ✓ Verified | 
| **Output Document Generation** | Not enough data | 8.1 (662 reviews) ✓ Verified | 

#### Integration

| Feature | Product configurator (CPQ) | Zoho CRM | 
|---|---|---|
| **Data Import & Export Tools** | Not enough data | 8.3 (651 reviews) ✓ Verified | 
| **Integration APIs** | Not enough data | 8.1 (646 reviews) ✓ Verified | 
| **Breadth of Partner Applications** | Not enough data | 8.0 (606 reviews) ✓ Verified | 

#### Generative AI

| Feature | Product configurator (CPQ) | Zoho CRM | 
|---|---|---|
| **AI Text Generation** | Not enough data | 8.2 (180 reviews) | 

#### Agentic AI - CRM

| Feature | Product configurator (CPQ) | Zoho CRM | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 8.0 (67 reviews) | 
| **Multi-step Planning** | Not enough data | 8.3 (65 reviews) | 
| **Cross-system Integration** | Not enough data | 8.1 (69 reviews) | 
| **Adaptive Learning** | Not enough data | 8.1 (67 reviews) | 
| **Natural Language Interaction** | Not enough data | 8.3 (66 reviews) | 
| **Proactive Assistance** | Not enough data | 8.3 (67 reviews) | 
| **Decision Making** | Not enough data | 8.3 (68 reviews) | 

### CPQ

| Product | Score | Reviews |
|---|---|---|
| **Product configurator (CPQ)** | N/A | N/A |
| **Zoho CRM** | 7.7/10 | 121 |

#### Configuration - cpq

| Feature | Product configurator (CPQ) | Zoho CRM | 
|---|---|---|
| **Product Catalog** | Not enough data | Feature Not Available | 
| **Guided Selling** | Not enough data | Feature Not Available | 
| **Configuration Rules** | Not enough data | 8.3 (59 reviews) | 
| **Price Configuration** | Not enough data | 8.3 (55 reviews) | 
| **Visual Configuration** | Not enough data | 8.4 (60 reviews) | 

#### Pricing

| Feature | Product configurator (CPQ) | Zoho CRM | 
|---|---|---|
| **Pricing Flexibility** | Not enough data | 8.1 (62 reviews) | 
| **Discounting** | Not enough data | 7.5 (57 reviews) | 
| **Commerical Rules** | Not enough data | 8.1 (56 reviews) | 
| **Terms and Conditions** | Not enough data | 8.4 (58 reviews) | 
| **Approval Workflow** | Not enough data | 8.6 (58 reviews) | 
| **Renewals** | Not enough data | 8.5 (56 reviews) | 

#### Quoting

| Feature | Product configurator (CPQ) | Zoho CRM | 
|---|---|---|
| **Grouping** | Not enough data | 8.4 (58 reviews) | 
| **Version Control** | Not enough data | 8.4 (52 reviews) | 
| **Quote Document Generation** | Not enough data | 8.4 (53 reviews) | 
| **Ordering** | Not enough data | 8.4 (55 reviews) | 
| **Contracts** | Not enough data | 8.6 (52 reviews) | 

#### Admin

| Feature | Product configurator (CPQ) | Zoho CRM | 
|---|---|---|
| **Configuration Ease of Admin** | Not enough data | 8.2 (89 reviews) | 
| **Pricing Administration** | Not enough data | 7.7 (83 reviews) | 
| **Workflow Management** | Not enough data | 8.3 (86 reviews) | 
| **Document Management** | Not enough data | 8.3 (83 reviews) | 

#### Channels

| Feature | Product configurator (CPQ) | Zoho CRM | 
|---|---|---|
| **Mobile User Support** | Not enough data | 8.1 (57 reviews) | 
| **Channel Partner Support** | Not enough data | 7.7 (52 reviews) | 
| **eCommerce** | Not enough data | 8.0 (49 reviews) | 

#### Platform

| Feature | Product configurator (CPQ) | Zoho CRM | 
|---|---|---|
| **CRM Integration** | Not enough data | 8.4 (89 reviews) | 
| **Integration API** | Not enough data | 8.2 (85 reviews) | 
| **Internationalization** | Not enough data | 8.0 (77 reviews) | 
| **Scalability** | Not enough data | 8.5 (88 reviews) | 
| **Reporting and Dashboards** | Not enough data | 8.4 (90 reviews) | 
| **ERP Integration** | Not enough data | 8.6 (20 reviews) | 

#### Generative AI - cpq

| Feature | Product configurator (CPQ) | Zoho CRM | 
|---|---|---|
| **Dynamic Quoting** | Not enough data | 7.4 (15 reviews) | 
| **Dynamic Pricing** | Not enough data | 7.5 (16 reviews) | 
| **Personalized Sale Recommendations** | Not enough data | 7.7 (16 reviews) | 

### Sales Gamification

| Product | Score | Reviews |
|---|---|---|
| **Product configurator (CPQ)** | N/A | N/A |
| **Zoho CRM** | 8.7/10 | 75 |

#### Competition

| Feature | Product configurator (CPQ) | Zoho CRM | 
|---|---|---|
| **Competition Templates** | Not enough data | 8.7 (58 reviews) ✓ Verified | 
| **Custom Competitions** | Not enough data | 8.7 (57 reviews) ✓ Verified | 
| **Team Competitions** | Not enough data | 8.7 (57 reviews) ✓ Verified | 
| **Simultaneous Competitions** | Not enough data | 8.5 (53 reviews) ✓ Verified | 
| **Competition Adjustments** | Not enough data | 8.5 (55 reviews) ✓ Verified | 
| **Awards and Incentives** | Not enough data | 7.9 (18 reviews) | 

#### Agentic AI - Sales Gamification

| Feature | Product configurator (CPQ) | Zoho CRM | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 

#### Integrations

| Feature | Product configurator (CPQ) | Zoho CRM | 
|---|---|---|
| **CRM Integration** | Not enough data | 8.9 (61 reviews) ✓ Verified | 
| **Social Collaboration Integration** | Not enough data | 8.8 (59 reviews) | 
| **TV Streaming** | Not enough data | 8.7 (45 reviews) | 

#### Platform

| Feature | Product configurator (CPQ) | Zoho CRM | 
|---|---|---|
| **Reporting** | Not enough data | 8.8 (65 reviews) ✓ Verified | 
| **User, Role, and Access Management** | Not enough data | 8.9 (64 reviews) ✓ Verified | 
| **Enterprise Scalability** | Not enough data | 8.8 (58 reviews) ✓ Verified | 
| **Data Import & Export Tools** | Not enough data | 8.8 (63 reviews) ✓ Verified | 
| **Performance and Reliability** | Not enough data | 8.8 (63 reviews) ✓ Verified | 

#### Employee Features

| Feature | Product configurator (CPQ) | Zoho CRM | 
|---|---|---|
| **User Profiles** | Not enough data | 8.9 (66 reviews) ✓ Verified | 
| **Notifications** | Not enough data | 8.8 (68 reviews) ✓ Verified | 
| **Mobile** | Not enough data | 8.8 (68 reviews) ✓ Verified | 

### Lead Generation

| Product | Score | Reviews |
|---|---|---|
| **Product configurator (CPQ)** | N/A | N/A |
| **Zoho CRM** | N/A | N/A |

#### Lead Generation

| Feature | Product configurator (CPQ) | Zoho CRM | 
|---|---|---|
| **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 | 

### AI Sales Assistant

| Product | Score | Reviews |
|---|---|---|
| **Product configurator (CPQ)** | N/A | N/A |
| **Zoho CRM** | 8.5/10 | 80 |

#### Lead Facilitation

| Feature | Product configurator (CPQ) | Zoho CRM | 
|---|---|---|
| **Customer-facing Chatbot** | Not enough data | 8.4 (72 reviews) | 
| **Lead Qualification** | Not enough data | 8.8 (73 reviews) | 
| **Lead Follow-up** | Not enough data | 8.8 (73 reviews) | 
| **Meeting Scheduling ** | Not enough data | 8.8 (73 reviews) | 

#### Organization

| Feature | Product configurator (CPQ) | Zoho CRM | 
|---|---|---|
| **Opportunity and Pipeline Management ** | Not enough data | 8.6 (74 reviews) | 
| **Data Entry** | Not enough data | 8.4 (73 reviews) | 
| **Integrations / APIs** | Not enough data | 8.6 (73 reviews) | 

#### Performance Analysis

| Feature | Product configurator (CPQ) | Zoho CRM | 
|---|---|---|
| **Coaching ** | Not enough data | Feature Not Available | 
| **Peformance Tracking** | Not enough data | 8.6 (75 reviews) | 

#### Sales Analysis

| Feature | Product configurator (CPQ) | Zoho CRM | 
|---|---|---|
| **ROI Forecasting ** | Not enough data | 8.4 (69 reviews) | 
| **Sales Forecasting ** | Not enough data | 8.4 (73 reviews) | 

#### Generative AI

| Feature | Product configurator (CPQ) | Zoho CRM | 
|---|---|---|
| **AI Text Generation** | Not enough data | 8.3 (27 reviews) | 
| **AI Text Summarization** | Not enough data | 8.1 (27 reviews) | 

#### Agentic AI - AI Sales Assistant

| Feature | Product configurator (CPQ) | Zoho 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 | 
| **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 | 

### Sales Engagement

| Product | Score | Reviews |
|---|---|---|
| **Product configurator (CPQ)** | N/A | N/A |
| **Zoho CRM** | 8.2/10 | 170 |

#### Integrated Workflows

| Feature | Product configurator (CPQ) | Zoho CRM | 
|---|---|---|
| **Task Management** | Not enough data | 8.7 (160 reviews) | 
| **Email Tracking/Automation** | Not enough data | 8.8 (156 reviews) | 
| **Calls and Voice** | Not enough data | 8.3 (145 reviews) | 
| **Other Outreach Options ** | Not enough data | 8.2 (141 reviews) | 
| **CRM Integration** | Not enough data | 8.9 (154 reviews) | 
| **Calendar** | Not enough data | 8.8 (152 reviews) | 
| **Shared Records** | Not enough data | 8.5 (147 reviews) | 

#### Repeatability and Reportability

| Feature | Product configurator (CPQ) | Zoho CRM | 
|---|---|---|
| **Content Management** | Not enough data | 8.4 (144 reviews) | 
| **Workflow Management** | Not enough data | 8.6 (149 reviews) | 
| **Workflow Performance** | Not enough data | 8.6 (142 reviews) | 
| **Sales Coaching and Insights** | Not enough data | 8.2 (138 reviews) | 
| **Gamification** | Not enough data | 7.9 (120 reviews) | 

#### AI and Automation

| Feature | Product configurator (CPQ) | Zoho CRM | 
|---|---|---|
| **Lead Prioritization** | Not enough data | 8.3 (146 reviews) | 
| **Lead Scoring** | Not enough data | 8.5 (145 reviews) | 
| **Best Time of Day Scheduling** | Not enough data | 8.3 (139 reviews) | 
| **Buyer Intelligence** | Not enough data | 8.1 (133 reviews) | 
| **Machine Learning** | Not enough data | 7.8 (125 reviews) | 

#### Generative AI

| Feature | Product configurator (CPQ) | Zoho CRM | 
|---|---|---|
| **AI Text Generation** | Not enough data | 7.5 (69 reviews) | 

#### Agentic AI - Sales Engagement

| Feature | Product configurator (CPQ) | Zoho CRM | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 7.9 (28 reviews) | 
| **Multi-step Planning** | Not enough data | 7.8 (26 reviews) | 
| **Cross-system Integration** | Not enough data | 8.0 (27 reviews) | 
| **Adaptive Learning** | Not enough data | 7.9 (26 reviews) | 
| **Natural Language Interaction** | Not enough data | 7.7 (27 reviews) | 
| **Proactive Assistance** | Not enough data | 8.0 (27 reviews) | 
| **Decision Making** | Not enough data | 8.1 (26 reviews) | 

### Visual Configuration

| Product | Score | Reviews |
|---|---|---|
| **Product configurator (CPQ)** | N/A | N/A |
| **Zoho CRM** | N/A | N/A |

#### Visual Configuration

| Feature | Product configurator (CPQ) | Zoho CRM | 
|---|---|---|
| **2D Visualizations** | Not enough data | Not enough data | 
| **3D Visualizations** | Not enough data | Not enough data | 
| **CAD Visualizations** | Not enough data | Not enough data | 
| **AR Visual Configuration** | Not enough data | Not enough data | 
| **VR Visual Configuration** | Not enough data | Not enough data | 
| **Drag-and-Drop Functionality** | Not enough data | Not enough data | 
| **Floor Space Planning (FSP)** | Not enough data | Not enough data | 
| **APIs and Integrations** | Not enough data | Not enough data | 
| **Proposal Generation** | Not enough data | Not enough data | 
| **Configuration Rule Mapping** | Not enough data | Not enough data | 

#### Generative AI

| Feature | Product configurator (CPQ) | Zoho CRM | 
|---|---|---|
| **AI Text-to-Image** | Not enough data | Not enough data | 

### Quote-to-Cash

| Product | Score | Reviews |
|---|---|---|
| **Product configurator (CPQ)** | N/A | N/A |
| **Zoho CRM** | 8.4/10 | 56 |

#### Customer Requirements

| Feature | Product configurator (CPQ) | Zoho CRM | 
|---|---|---|
| **Quoting** | Not enough data | 8.5 (51 reviews) | 
| **Configuration** | Not enough data | 8.5 (50 reviews) | 
| **Pricing** | Not enough data | 8.5 (52 reviews) | 

#### Contracts

| Feature | Product configurator (CPQ) | Zoho CRM | 
|---|---|---|
| **Creation** | Not enough data | 8.5 (50 reviews) | 
| **Negotiation** | Not enough data | 8.2 (47 reviews) | 
| **Execution** | Not enough data | 8.4 (50 reviews) | 

#### Revenue

| Feature | Product configurator (CPQ) | Zoho CRM | 
|---|---|---|
| **Invoicing** | Not enough data | 8.5 (52 reviews) | 
| **Matching** | Not enough data | 8.5 (50 reviews) | 
| **Recognition** | Not enough data | 8.4 (47 reviews) | 

### Customer Journey Mapping

| Product | Score | Reviews |
|---|---|---|
| **Product configurator (CPQ)** | N/A | N/A |
| **Zoho CRM** | 8.4/10 | 106 |

#### Platform Basics

| Feature | Product configurator (CPQ) | Zoho CRM | 
|---|---|---|
| **Templates** | Not enough data | 8.4 (98 reviews) | 
| **Exporting** | Not enough data | 8.6 (93 reviews) | 
| **Multi-user Access and Collaboration** | Not enough data | 8.6 (97 reviews) | 
| **Multiple Personas** | Not enough data | 8.4 (89 reviews) | 
| **Data Analytics ** | Not enough data | 8.8 (57 reviews) | 

#### Agentic AI - Customer Journey Mapping

| Feature | Product configurator (CPQ) | Zoho CRM | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 7.2 (13 reviews) | 

### Client Portal

| Product | Score | Reviews |
|---|---|---|
| **Product configurator (CPQ)** | N/A | N/A |
| **Zoho CRM** | 8.7/10 | 89 |

#### Content

| Feature | Product configurator (CPQ) | Zoho CRM | 
|---|---|---|
| **Document Collaboration** | Not enough data | 8.9 (79 reviews) | 
| **Versioning** | Not enough data | 8.6 (76 reviews) | 
| **E-Signature** | Not enough data | 8.5 (76 reviews) | 
| **File Request** | Not enough data | 8.7 (77 reviews) | 
| **Feedback** | Not enough data | 8.6 (74 reviews) | 

#### Collaboration

| Feature | Product configurator (CPQ) | Zoho CRM | 
|---|---|---|
| **Billing and Invoicing** | Not enough data | 8.8 (76 reviews) | 
| **Instant Messaging** | Not enough data | 8.5 (78 reviews) | 
| **Project Management** | Not enough data | 9.0 (80 reviews) | 
| **Analytics** | Not enough data | 9.0 (83 reviews) | 
| **Time Tracking** | Not enough data | 8.7 (78 reviews) | 
| **Mobile Application** | Not enough data | 8.7 (75 reviews) | 

### Lead Capture

| Product | Score | Reviews |
|---|---|---|
| **Product configurator (CPQ)** | N/A | N/A |
| **Zoho CRM** | 8.5/10 | 44 |

#### Lead Monitoring

| Feature | Product configurator (CPQ) | Zoho CRM | 
|---|---|---|
| **Features** | Not enough data | 9.0 (42 reviews) | 
| **Performance** | Not enough data | 8.9 (42 reviews) | 
| **Identification** | Not enough data | 8.7 (42 reviews) | 

#### Agentic AI - Lead Capture

| Feature | Product configurator (CPQ) | Zoho CRM | 
|---|---|---|
| **Cross-system Integration** | Not enough data | 7.2 (27 reviews) | 
| **Proactive Assistance** | Not enough data | 7.2 (27 reviews) | 

#### Data Capture

| Feature | Product configurator (CPQ) | Zoho CRM | 
|---|---|---|
| **Mobile** | Not enough data | 8.3 (42 reviews) | 
| **Websites** | Not enough data | 8.5 (42 reviews) | 
| **Social Media** | Not enough data | 8.1 (42 reviews) | 
| **Data** | Not enough data | 8.3 (42 reviews) | 

#### Analytics

| Feature | Product configurator (CPQ) | Zoho CRM | 
|---|---|---|
| **Export/Import** | Not enough data | 9.1 (42 reviews) | 
| **Reporting** | Not enough data | 8.8 (42 reviews) | 

#### Customization

| Feature | Product configurator (CPQ) | Zoho CRM | 
|---|---|---|
| **Forms** | Not enough data | 8.7 (41 reviews) | 
| **Personalization** | Not enough data | 8.6 (41 reviews) | 
| **Templates** | Not enough data | 8.7 (42 reviews) | 
| **Integration** | Not enough data | 8.7 (42 reviews) | 

### Lead Scoring

| Product | Score | Reviews |
|---|---|---|
| **Product configurator (CPQ)** | N/A | N/A |
| **Zoho CRM** | 7.9/10 | 23 |

#### Agentic AI - Lead Scoring

| Feature | Product configurator (CPQ) | Zoho CRM | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 6.4 (12 reviews) | 
| **Cross-system Integration** | Not enough data | 6.7 (13 reviews) | 
| **Adaptive Learning** | Not enough data | 6.7 (12 reviews) | 
| **Decision Making** | Not enough data | 6.8 (12 reviews) | 

#### Attribution

| Feature | Product configurator (CPQ) | Zoho CRM | 
|---|---|---|
| **Lead Opportunity** | Not enough data | 8.5 (21 reviews) | 
| **Lead Assignment** | Not enough data | 8.6 (22 reviews) | 
| **Pipeline Acceleration** | Not enough data | 8.0 (21 reviews) | 

#### Discovery

| Feature | Product configurator (CPQ) | Zoho CRM | 
|---|---|---|
| **Lead Management** | Not enough data | 8.6 (22 reviews) | 
| **Scoring/Ranking** | Not enough data | 8.3 (21 reviews) | 
| **Lead Context** | Not enough data | 8.3 (22 reviews) | 

#### Management

| Feature | Product configurator (CPQ) | Zoho CRM | 
|---|---|---|
| **Conversion Viability** | Not enough data | 8.4 (22 reviews) | 
| **Workflow** | Not enough data | 8.4 (22 reviews) | 

#### Platform

| Feature | Product configurator (CPQ) | Zoho CRM | 
|---|---|---|
| **Data Synchronization** | Not enough data | 8.4 (22 reviews) | 
| **Analysis** | Not enough data | 8.3 (21 reviews) | 

### Sales Performance Management

| Product | Score | Reviews |
|---|---|---|
| **Product configurator (CPQ)** | N/A | N/A |
| **Zoho CRM** | 8.3/10 | 198 |

#### Agentic AI - Sales Performance Management

| Feature | Product configurator (CPQ) | Zoho CRM | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 7.9 (21 reviews) | 
| **Natural Language Interaction** | Not enough data | 8.1 (20 reviews) | 
| **Proactive Assistance** | Not enough data | 7.9 (21 reviews) | 

#### Incentives

| Feature | Product configurator (CPQ) | Zoho CRM | 
|---|---|---|
| **Badges** | Not enough data | 8.2 (153 reviews) ✓ Verified | 
| **Triggers** | Not enough data | 8.4 (160 reviews) ✓ Verified | 
| **Commission Calculator** | Not enough data | 8.0 (152 reviews) ✓ Verified | 
| **Leaderboards** | Not enough data | 8.4 (161 reviews) ✓ Verified | 

#### Personalization

| Feature | Product configurator (CPQ) | Zoho CRM | 
|---|---|---|
| **Profiles** | Not enough data | 8.5 (177 reviews) ✓ Verified | 
| **Custom Reports** | Not enough data | 8.6 (178 reviews) ✓ Verified | 
| **Dashboards** | Not enough data | 8.6 (184 reviews) ✓ Verified | 
| **Goal Setting** | Not enough data | 8.4 (171 reviews) ✓ Verified | 

#### Administrative

| Feature | Product configurator (CPQ) | Zoho CRM | 
|---|---|---|
| **Integration** | Not enough data | 8.5 (169 reviews) ✓ Verified | 
| **Employee Structure** | Not enough data | 8.5 (173 reviews) ✓ Verified | 
| **Behavior Monitoring** | Not enough data | 8.4 (161 reviews) | 

### Email Tracking

| Product | Score | Reviews |
|---|---|---|
| **Product configurator (CPQ)** | N/A | N/A |
| **Zoho CRM** | 8.0/10 | 161 |

#### Agentic AI - Email Tracking

| Feature | Product configurator (CPQ) | Zoho CRM | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 7.7 (30 reviews) | 
| **Multi-step Planning** | Not enough data | 7.5 (29 reviews) | 
| **Cross-system Integration** | Not enough data | 7.6 (30 reviews) | 
| **Adaptive Learning** | Not enough data | 7.0 (29 reviews) | 
| **Natural Language Interaction** | Not enough data | 7.0 (30 reviews) | 
| **Proactive Assistance** | Not enough data | 7.4 (30 reviews) | 
| **Decision Making** | Not enough data | 7.6 (29 reviews) | 

#### Analytics

| Feature | Product configurator (CPQ) | Zoho CRM | 
|---|---|---|
| **Open Rates** | Not enough data | 8.3 (138 reviews) | 
| **Link Activity** | Not enough data | 8.3 (143 reviews) | 
| **Attachment Activity** | Not enough data | 8.4 (144 reviews) | 

#### Customizations

| Feature | Product configurator (CPQ) | Zoho CRM | 
|---|---|---|
| **Email Platform Integration** | Not enough data | 8.7 (148 reviews) | 
| **Email Scheduling** | Not enough data | 8.8 (145 reviews) | 
| **Notifications** | Not enough data | 8.7 (146 reviews) | 
| **Email Categorization** | Not enough data | 8.7 (142 reviews) | 
| **Templates** | Not enough data | 8.6 (147 reviews) | 

#### Generative AI

| Feature | Product configurator (CPQ) | Zoho CRM | 
|---|---|---|
| **AI Text Generation** | Not enough data | 7.6 (59 reviews) | 

### Sales Analytics

| Product | Score | Reviews |
|---|---|---|
| **Product configurator (CPQ)** | N/A | N/A |
| **Zoho CRM** | 8.1/10 | 173 |

#### Agentic AI - Sales Analytics

| Feature | Product configurator (CPQ) | Zoho CRM | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 7.5 (31 reviews) | 
| **Cross-system Integration** | Not enough data | 7.5 (31 reviews) | 
| **Adaptive Learning** | Not enough data | 7.2 (30 reviews) | 
| **Natural Language Interaction** | Not enough data | 7.3 (30 reviews) | 
| **Proactive Assistance** | Not enough data | 7.4 (31 reviews) | 

#### Data Sourcing

| Feature | Product configurator (CPQ) | Zoho CRM | 
|---|---|---|
| **Data Sourcing** | Not enough data | 8.3 (145 reviews) | 
| **Exporting & Sharing Data** | Not enough data | 8.4 (149 reviews) | 
| **Multi-Device Data Visualization** | Not enough data | 8.3 (142 reviews) | 
| **Interactive Dashboards** | Not enough data | 8.6 (156 reviews) | 
| **Data Segmentation** | Not enough data | 8.5 (147 reviews) | 

#### Predictive Analytics

| Feature | Product configurator (CPQ) | Zoho CRM | 
|---|---|---|
| **Lead Scoring** | Not enough data | 8.5 (147 reviews) | 
| **Opportunity Scoring** | Not enough data | 8.3 (139 reviews) | 
| **Risk Analysis** | Not enough data | 8.1 (124 reviews) | 
| **Live Forecasting** | Not enough data | 8.2 (130 reviews) | 

#### Sales Management

| Feature | Product configurator (CPQ) | Zoho CRM | 
|---|---|---|
| **Live Pipeline Management** | Not enough data | 8.5 (154 reviews) | 
| **Sales Gamification** | Not enough data | 8.3 (131 reviews) | 
| **Account-Based Analytics** | Not enough data | 8.5 (145 reviews) | 
| **Activity Tracking** | Not enough data | 8.8 (152 reviews) | 

### Sales Enablement

| Product | Score | Reviews |
|---|---|---|
| **Product configurator (CPQ)** | N/A | N/A |
| **Zoho CRM** | 7.8/10 | 12 |

#### Agentic AI - Sales Enablement

| Feature | Product configurator (CPQ) | Zoho CRM | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 6.1 (6 reviews) | 
| **Natural Language Interaction** | Not enough data | 6.1 (6 reviews) | 
| **Proactive Assistance** | Not enough data | 6.1 (6 reviews) | 

#### Content Management

| Feature | Product configurator (CPQ) | Zoho CRM | 
|---|---|---|
| **Content Import** | Not enough data | 8.2 (10 reviews) | 
| **Content Creation** | Not enough data | 8.0 (10 reviews) | 
| **Templates** | Not enough data | 8.0 (10 reviews) | 
| **Advanced Search** | Not enough data | 8.8 (10 reviews) | 
| **Content Storage** | Not enough data | 8.2 (10 reviews) | 

#### Analytics

| Feature | Product configurator (CPQ) | Zoho CRM | 
|---|---|---|
| **Reporting** | Not enough data | 9.0 (10 reviews) | 
| **Alerts** | Not enough data | 8.3 (10 reviews) | 
| **Account-Based Engagement** | Not enough data | 8.3 (10 reviews) | 
| **Content Utilization** | Not enough data | 8.3 (10 reviews) | 

#### Learning Management - Sales Enablement

| Feature | Product configurator (CPQ) | Zoho CRM | 
|---|---|---|
| **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

| Feature | Product configurator (CPQ) | Zoho CRM | 
|---|---|---|
| **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 | 

### Insurance CRM

| Product | Score | Reviews |
|---|---|---|
| **Product configurator (CPQ)** | N/A | N/A |
| **Zoho CRM** | N/A | N/A |

#### Relationship Management - Insurance CRM

| Feature | Product configurator (CPQ) | Zoho 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 | 

#### Follow up Automation - Insurance CRM

| Feature | Product configurator (CPQ) | Zoho CRM | 
|---|---|---|
| **Automated Follow-Ups** | Not enough data | Not enough data | 
| **Marketing Campaigns** | Not enough data | Not enough data | 

#### Document Management - Insurance CRM

| Feature | Product configurator (CPQ) | Zoho CRM | 
|---|---|---|
| **Documentation handling** | Not enough data | Not enough data | 

#### Integrations & Reports - Insurance CRM

| Feature | Product configurator (CPQ) | Zoho CRM | 
|---|---|---|
| **Integrations** | Not enough data | Not enough data | 
| **Reporting & Analytics** | Not enough data | Not enough data | 

---
## Categories
**Shared Categories (1):** [CPQ Software](https://www.g2.com/categories/cpq)

**Unique to Product configurator (CPQ) (1):** [Visual Configuration Software](https://www.g2.com/categories/visual-configuration)

**Unique to Zoho CRM (14):** [Client Portal Software](https://www.g2.com/categories/client-portal), [Customer Journey Mapping Tools](https://www.g2.com/categories/customer-journey-mapping), [Quote-to-Cash Software](https://www.g2.com/categories/quote-to-cash), [Sales Engagement Software](https://www.g2.com/categories/sales-engagement), [AI Sales Assistant Software](https://www.g2.com/categories/ai-sales-assistant), [Sales Analytics Software](https://www.g2.com/categories/sales-analytics), [Email Tracking Software](https://www.g2.com/categories/email-tracking), [Sales Gamification Software](https://www.g2.com/categories/sales-gamification), [Sales Performance Management Software](https://www.g2.com/categories/sales-performance-management), [CRM Software](https://www.g2.com/categories/crm), [Lead Capture Software](https://www.g2.com/categories/lead-capture), [Lead Scoring Software](https://www.g2.com/categories/lead-scoring), [Sales Enablement Software](https://www.g2.com/categories/sales-enablement), [Insurance CRM Software](https://www.g2.com/categories/insurance-crm)


---
## Reviewer Demographics

### By Company Size

| Segment | Product configurator (CPQ) | Zoho CRM | 
|---|---|---|
| **Small-Business** | 20.0% | 61.6% | 
| **Mid-Market** | 70.0% | 32.4% | 
| **Enterprise** | 10.0% | 6.0% | 

### By Industry

#### Product configurator (CPQ)

- **Computer Software:** 20.0%
- **Broadcast Media:** 20.0%
- **Information Technology and Services:** 10.0%
- **Hospital & Health Care:** 10.0%
- **Design:** 10.0%
- **Computer & Network Security:** 10.0%
- **Commercial Real Estate:** 10.0%
- **Business Supplies and Equipment:** 10.0%

#### Zoho CRM

- **Information Technology and Services:** 16.1%
- **Computer Software:** 10.0%
- **Marketing and Advertising:** 8.9%
- **Financial Services:** 3.5%
- **Real Estate:** 3.5%
- **Education Management:** 3.0%
- **Retail:** 2.1%
- **Internet:** 2.1%
- **Accounting:** 2.0%
- **Management Consulting:** 1.9%
- **Other:** 46.9%

---
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---
## Top Discussions

### Product configurator (CPQ)

No discussions available for this product.

### Zoho CRM

- Title: [What have you found better than ZOHO](https://www.g2.com/discussions/what-have-you-found-better-than-zoho) — 5 comments, 1 upvote
  > **Top comment:** "Zoho One, with over 45 business applications,  all centrally managed and synchronized, is the leader in breadth of application and breadth of security versus..."
- Title: [Is Zoho CRM really free?](https://www.g2.com/discussions/is-zoho-crm-really-free) — 4 comments, 5 upvotes
  > **Top comment:** "It free in trail after that you have to pay "
- Title: [What are the key strengths of Zoho CRM in managing customer relationships compared to other CRM platforms?](https://www.g2.com/discussions/zoho-crm-what-are-the-key-strengths-of-zoho-crm-in-managing-customer-relationships-compared-to-other-crm-platf) — 3 comments, 1 upvote
  > **Top comment:** "Zoho CRM has some great strengths when it comes to managing customer relationships. First, it's highly customizable, so you can easily tweak the platform to..."
- Title: [What are the key strengths of Zoho CRM in managing customer relationships compared to other CRM platforms?](https://www.g2.com/discussions/what-are-the-key-strengths-of-zoho-crm-in-managing-customer-relationships-compared-to-other-crm-platforms) — 3 comments
  > **Top comment:** "1. Affordable 
2. Flexible and great customisation 
3. Good user friendly interface "
- Title: [can we create segmentation in this](https://www.g2.com/discussions/can-we-create-segmentation-in-this) — 3 comments, 1 upvote *(includes official response)*
  > **Top comment:** "Yes Lavanya,

Zoho CRM supports segmentation. Segment your prospects/customers into buckets based on a pre-defined criteria, to identify cross-sell/up-sell..."

---
**Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/product-configurator-cpq-vs-zoho-crm)