Compare Surfe and Zoho CRM 
At a Glance
Market Segments
Small-Business (83.5% of reviews)
Small-Business (61.6% of reviews)
Entry-Level Pricing
Free
Free
Surfe
Star Rating
(465)4.6 out of 5
Market Segments
Small-Business (83.5% of reviews)
Pros & Cons
Entry-Level Pricing
Free
Free Trial is available
Browse all 3 pricing plansZoho CRM
Star Rating
(2,893)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 Surfe excels in user-friendliness, with many users highlighting its intuitive interface that makes prospecting significantly easier. One user noted it saves prospecting time by 90%, which is a major advantage for teams looking to streamline their lead generation process.
- Users say that Zoho CRM offers a comprehensive suite of features at a competitive price, making it a strong choice for small businesses. Reviewers appreciate its ability to combine sales automation, analytics, and multichannel engagement, which supports business growth effectively.
- According to verified reviews, Surfe's setup process is praised for its simplicity, with users finding it easy to export leads and contacts to their CRM or CSV files. This ease of setup is a significant plus for teams that need to get up and running quickly.
- Reviewers mention that while Zoho CRM provides a robust set of features, some users have experienced challenges with configuration to match their specific workflows. However, many appreciate the seamless integration with other software, which enhances its overall functionality.
- G2 reviewers highlight that Surfe's support team is highly regarded, with users expressing satisfaction with the assistance they receive. This level of support can be crucial for teams that rely on timely help to resolve issues and optimize their use of the software.
- Users report that Zoho CRM's navigation is straightforward, making it easy to manage sales, support, and customer data all in one place. This centralization is particularly beneficial for small businesses looking to maintain efficiency without overwhelming complexity.
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
437
8.4
2,460
Ease of Use
9.1
447
8.3
2,479
Ease of Setup
8.9
425
8.0
1,250
Ease of Admin
8.5
119
8.0
1,019
Quality of Support
8.5
322
7.6
2,253
Has the product been a good partner in doing business?
8.7
105
8.0
995
Product Direction (% positive)
9.2
439
8.0
2,395
Features by Category
Sales Force Automation
Not enough data
8.5
1647
|
Verified
Not enough data
8.3
876
|
Verified
Not enough data
8.2
1566
|
Verified
Not enough data
8.2
1632
|
Verified
Not enough data
7.8
1186
|
Verified
Not enough data
8.4
671
|
Verified
Not enough data
7.9
1217
|
Verified
Not enough data
8.0
1209
|
Verified
Not enough data
8.2
1323
|
Verified
Marketing Automation
Not enough data
8.0
1343
|
Verified
Not enough data
7.9
1304
|
Verified
Not enough data
8.4
1538
|
Verified
Not enough data
7.9
1126
|
Verified
Customer Support
Not enough data
8.0
1201
|
Verified
Not enough data
7.9
1204
|
Verified
Not enough data
7.9
1236
|
Verified
Not enough data
7.8
1068
|
Verified
Not enough data
8.0
1113
|
Verified
Reporting & Analytics
Not enough data
8.2
1510
|
Verified
Not enough data
8.2
1559
|
Verified
Not enough data
8.1
1055
|
Verified
Mobile & Social
Not enough data
8.1
1082
|
Verified
Not enough data
8.0
1091
|
Verified
Not enough data
8.0
1201
|
Verified
Platform
Not enough data
8.1
865
|
Verified
Not enough data
8.1
838
|
Verified
Not enough data
8.4
857
|
Verified
Not enough data
8.1
647
|
Verified
Not enough data
7.8
547
|
Verified
Not enough data
8.1
718
|
Verified
Not enough data
8.4
845
|
Verified
Not enough data
8.1
661
|
Verified
Integration
Not enough data
8.3
651
|
Verified
Not enough data
8.1
640
|
Verified
Not enough data
8.0
600
|
Verified
Generative AI
Not enough data
8.2
180
Agentic AI - CRM
Not enough data
8.0
65
Not enough data
8.3
63
Not enough data
8.1
66
Not enough data
8.0
65
Not enough data
8.3
64
Not enough data
8.3
64
Not enough data
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
Data Availability
8.4
174
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
155
Not enough data
8.6
154
Not enough data
7.7
149
Not enough data
Feature Not Available
Not enough data
7.8
146
Not enough data
Features
8.2
161
Not enough data
9.0
170
Not enough data
8.4
162
Not enough data
7.9
156
Not enough data
8.0
155
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
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
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
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
98
Not enough data
8.6
93
Not enough data
8.6
97
Not enough data
8.4
89
Not enough data
8.9
57
Agentic AI - Customer Journey Mapping
Not enough data
7.1
12
Content
Not enough data
8.9
79
Not enough data
8.6
76
Not enough data
8.5
76
Not enough data
8.7
77
Not enough data
8.6
74
Collaboration
Not enough data
8.8
76
Not enough data
8.5
78
Not enough data
9.0
80
Not enough data
9.0
83
Not enough data
8.7
78
Not enough data
8.7
75
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
156
Not enough data
Agentic AI - Lead Intelligence
7.8
51
Not enough data
Lead Monitoring
8.1
308
9.0
42
Feature Not Available
8.9
42
Feature Not Available
8.7
42
Agentic AI - Lead Capture
8.0
110
7.2
27
7.5
106
7.2
27
Data Capture
Feature Not Available
8.3
42
Feature Not Available
8.5
42
7.8
300
8.1
42
Feature Not Available
8.3
42
Analytics
7.9
305
9.1
42
7.5
289
8.8
42
Customization
Feature Not Available
8.7
41
Feature Not Available
8.6
41
7.8
289
8.7
42
8.8
308
8.7
42
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 - 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
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
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, 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
14.3%
Consulting
13.9%
Information Technology and Services
13.0%
Marketing and Advertising
8.8%
Financial Services
3.5%
Other
46.4%
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
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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