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At a Glance
Market Segments
Small-Business (83.2% of reviews)
Small-Business (62.1% of reviews)
Entry-Level Pricing
Free
Free
Surfe
Star Rating
(440)4.6 out of 5
Market Segments
Small-Business (83.2% of reviews)
Pros & Cons
Entry-Level Pricing
Free
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 Zoho CRM excels in its Export/Import functionality, scoring a high 9.3, which allows for seamless data migration and integration with other systems. In contrast, Surfe's score of 7.9 indicates it may not be as robust in this area, leading to potential challenges for users needing to transfer data efficiently.
- Reviewers mention that Surfe shines in Ease of Use, achieving a score of 9.2, making it particularly appealing for small businesses looking for a straightforward CRM solution. Zoho CRM, while still user-friendly, scores 8.3, suggesting a slightly steeper learning curve for new users.
- G2 users highlight that Zoho CRM's Reporting capabilities are impressive, with a score of 8.9, providing detailed insights that help businesses make informed decisions. Surfe, with a score of 7.6, may not offer the same depth in reporting features, which could be a drawback for data-driven organizations.
- Users on G2 report that both products are free at the entry level, but Surfe has a larger market segment presence, with 84.3% of reviews from small businesses compared to Zoho CRM's 61.9%. This suggests that Surfe may be more tailored to the needs of smaller enterprises.
- Reviewers mention that Zoho CRM's Integration capabilities are strong, scoring 8.7, which allows for effective connectivity with various third-party applications. Surfe, with a score of 8.8, is also competitive, but users note that Zoho's extensive integration options can be a significant advantage for businesses needing a versatile CRM.
- Users say that Surfe's Product Direction is highly rated at 9.2, indicating a positive outlook for future updates and features. In comparison, Zoho CRM's score of 8.0 suggests that while it is reliable, users may not feel as confident about its future development compared to Surfe.
Pricing
Entry-Level Pricing
Surfe
Free
Free
- Connect your CRM to LinkedIn
- See who is already in your CRM
- View CRM fields in LinkedIn
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
Surfe
Free Trial is available
Zoho CRM
Free Trial is available
Ratings
Meets Requirements
8.8
418
8.4
2,412
Ease of Use
9.2
427
8.3
2,426
Ease of Setup
8.9
405
7.9
1,196
Ease of Admin
8.6
116
8.0
1,005
Quality of Support
8.5
306
7.6
2,206
Has the product been a good partner in doing business?
8.8
102
8.0
981
Product Direction (% positive)
9.2
419
8.0
2,348
Features by Category
Sales Force Automation
Not enough data
8.5
1620
|
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
1203
|
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
1517
|
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
838
|
Verified
Not enough data
8.1
660
|
Verified
Integration
Not enough data
8.3
648
|
Verified
Not enough data
8.1
631
|
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
Data Availability
8.4
170
Not enough data
8.4
168
Not enough data
7.6
164
Not enough data
7.3
160
Not enough data
Data Accuracy
8.2
165
Not enough data
8.4
165
Not enough data
7.7
158
Not enough data
Agentic AI - Sales Intelligence
7.8
45
Not enough data
8.0
45
Not enough data
7.8
44
Not enough data
8.1
44
Not enough data
7.9
44
Not enough data
7.8
44
Not enough data
Platform
7.9
152
Not enough data
8.3
154
Not enough data
8.6
154
Not enough data
7.7
149
Not enough data
Feature Not Available
Not enough data
7.8
145
Not enough data
Features
8.2
158
Not enough data
9.0
165
Not enough data
8.3
160
Not enough data
7.9
156
Not enough data
8.0
154
Not enough data
7.2
152
Not enough data
Feature Not Available
Not enough data
7.4
153
Not enough data
7.5
152
Not enough data
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
53
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 Intelligence
8.4
160
Not enough data
8.6
159
Not enough data
8.3
157
Not enough data
Feature Not Available
Not enough data
8.7
155
Not enough data
Agentic AI - Lead Intelligence
7.8
51
Not enough data
Lead Monitoring
8.1
307
9.0
41
Feature Not Available
8.9
41
Feature Not Available
8.7
41
Agentic AI - Lead Capture
7.9
107
7.1
26
7.5
106
7.1
26
Data Capture
Feature Not Available
8.3
41
Feature Not Available
8.5
41
7.8
297
8.1
41
Feature Not Available
8.3
41
Analytics
7.9
300
9.1
41
7.5
289
8.8
41
Customization
Feature Not Available
8.7
40
Feature Not Available
8.5
40
7.8
288
8.8
41
8.8
304
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 - Salesforce AppExchange Apps
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
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
Surfe and Zoho CRM are categorized as Lead Capture
Unique Categories
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 Scoring, Sales Enablement, and Insurance CRM
Reviews
Reviewers' Company Size
Surfe
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
14.1%
Consulting
13.6%
Information Technology and Services
12.9%
Marketing and Advertising
9.2%
Staffing and Recruiting
3.5%
Other
46.7%
Information Technology and Services
15.9%
Computer Software
9.8%
Marketing and Advertising
9.0%
Real Estate
3.5%
Financial Services
3.5%
Other
58.3%
Alternatives
Discussions
What is Leadjet used for?
1 Comment
DE
Getting Data (Accounts or Leads) out of LinkedIn to CRM systems. Messages can also be synced.Read more
Surfe 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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