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At a Glance
Market Segments
Small-Business (84.1% of reviews)
Small-Business (62.1% of reviews)
Entry-Level Pricing
$19.00 1 User Per Month
Free
Proposify
Star Rating
(1,138)4.6 out of 5
Market Segments
Small-Business (84.1% of reviews)
Pros & Cons
Entry-Level Pricing
$19.00 1 User Per Month
Free Trial is available
Browse all 3 pricing plansZoho CRM
Star Rating
(2,831)4.1 out of 5
Market Segments
Small-Business (62.1% 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 Proposify excels in Quality of Support, scoring 9.2 compared to Zoho CRM's 7.6. Reviewers mention that Proposify's support team is responsive and knowledgeable, making it easier to resolve issues quickly.
- Reviewers mention that Proposify has a superior Quote Document Generation feature, scoring 9.4 versus Zoho CRM's 8.4. Users appreciate Proposify's ability to create professional-looking quotes effortlessly, which enhances their sales process.
- Users on G2 highlight Proposify's ease of setup, scoring 8.5 compared to Zoho CRM's 7.9. Reviewers say that Proposify's intuitive interface allows for a smoother onboarding experience, making it accessible for small businesses.
- Reviewers mention that Proposify shines in the area of Approval Workflow, with a score of 9.0 against Zoho CRM's 8.6. Users appreciate the streamlined process for getting approvals, which helps speed up their sales cycles.
- G2 users report that Proposify offers better Pricing Flexibility, scoring 8.4 compared to Zoho CRM's 8.1. Reviewers say that Proposify's pricing options cater well to small businesses, allowing for more tailored solutions.
- Users say that Proposify outperforms Zoho CRM in the area of Scalability, with a score of 9.1 versus 8.5. Reviewers mention that Proposify's features are designed to grow with their business, making it a long-term solution for evolving needs.
Pricing
Entry-Level Pricing
Proposify
Basic
$19.00
1 User Per Month
Kick-start your journey. Send on-brand proposals quickly and close deals. Billed monthly or annually. The price above applies to annual billing.
- 5 document sends/month
- Content library
- E-signatures
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
Proposify
Free Trial is available
Zoho CRM
Free Trial is available
Ratings
Meets Requirements
9.1
875
8.4
2,411
Ease of Use
8.5
880
8.3
2,425
Ease of Setup
8.5
552
7.9
1,195
Ease of Admin
9.0
468
8.0
1,004
Quality of Support
9.2
781
7.6
2,205
Has the product been a good partner in doing business?
9.4
459
8.0
980
Product Direction (% positive)
9.2
810
8.0
2,347
Features by Category
Signature Process
9.4
284
Not enough data
8.9
264
Not enough data
9.2
280
Not enough data
8.7
228
Not enough data
9.0
248
Not enough data
Feature Not Available
Not enough data
8.8
243
Not enough data
9.1
264
Not enough data
Agentic AI - E-Signature
8.8
7
Not enough data
9.0
7
Not enough data
8.1
7
Not enough data
8.6
7
Not enough data
9.0
5
Not enough data
8.6
7
Not enough data
Security and Scalability
8.9
218
Not enough data
9.0
237
Not enough data
8.8
213
Not enough data
Platform
9.0
231
Not enough data
8.9
211
Not enough data
8.5
176
Not enough data
8.8
227
Not enough data
8.2
176
Not enough data
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
1516
|
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
8.7
29
Feature Not Available
8.5
20
Feature Not Available
8.4
26
8.3
60
8.6
27
8.3
56
8.7
29
8.4
61
Pricing
8.4
36
8.1
63
8.3
31
7.5
58
8.5
28
8.1
57
9.0
33
8.4
59
8.9
33
8.6
59
8.6
22
8.5
57
Quoting
9.0
26
8.4
59
8.9
25
8.3
53
9.3
30
8.4
54
8.6
23
8.4
56
9.0
28
8.6
53
Admin
8.9
99
8.3
88
8.7
97
7.7
83
8.7
86
8.3
86
8.7
99
8.3
83
Channels
8.0
22
8.1
58
8.3
19
7.7
53
7.7
18
8.0
50
Platform
8.5
87
8.4
89
8.4
75
8.2
85
8.7
63
8.0
78
9.1
98
8.5
89
Feature Not Available
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
Document Creation
8.5
638
|
Verified
Not enough data
8.5
654
|
Verified
Not enough data
8.5
572
|
Verified
Not enough data
8.7
613
|
Verified
Not enough data
9.1
635
|
Verified
Not enough data
9.2
628
|
Verified
Not enough data
Workflow
8.4
608
|
Verified
Not enough data
8.4
498
|
Verified
Not enough data
8.6
489
|
Verified
Not enough data
Analytics
9.2
620
|
Verified
Not enough data
9.0
559
|
Verified
Not enough data
8.9
575
|
Verified
Not enough data
Administration and Platform
8.9
540
|
Verified
Not enough data
9.0
609
|
Verified
Not enough data
8.4
451
|
Verified
Not enough data
9.2
579
|
Verified
Not enough data
8.0
258
|
Verified
Not enough data
8.2
393
|
Verified
Not enough data
Generative AI
Feature Not Available
Not enough data
Contract Management Platform Features
8.9
222
Not enough data
8.8
226
Not enough data
8.3
223
Not enough data
8.6
197
Not enough data
8.6
186
Not enough data
8.8
207
Not enough data
8.8
214
Not enough data
8.7
207
Not enough data
8.2
186
Not enough data
8.6
212
Not enough data
Generative AI
7.6
73
Not enough data
Feature Not Available
Not enough data
Agentic AI - Contract Management
7.9
7
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
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
Data Sources
8.4
159
Not enough data
Feature Not Available
Not enough data
8.5
170
Not enough data
Generation
8.7
185
Not enough data
8.2
174
Not enough data
8.8
187
Not enough data
Delivery
8.7
163
Not enough data
8.4
146
Not enough data
7.6
131
Not enough data
Generative AI
6.9
57
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Agentic AI - Document Generation
8.1
7
Not enough data
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
Reviews
Reviewers' Company Size
Proposify
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
Marketing and Advertising
31.6%
Information Technology and Services
8.6%
Computer Software
7.0%
Management Consulting
5.6%
Construction
4.7%
Other
42.6%
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
Is there a way to manually mark contract "won" if 1/2 of signatures are filled in
2 Comments
JM
Hi Lexi,
I don't believe there is a way to manually mark it as won, however to confirm, just send a message to the team using the little chat box. They...Read more
Can you please look further into the reporting noted in my review?
1 Comment
ES
Hi Carol, we're unable to locate the review you submitted, but please feel free to send your feedback to our support team (support@proposify.com) and we'll...Read more
Can you address these concerns
1 Comment
ES
Hi Derek,
Thanks for your questions! The Proposify editor does support copy/cut and paste functions, though we recommend that you clear any formatting of...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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