Compare Totango and Zoho CRM
At a Glance
Market Segments
Mid-Market (57.1% of reviews)
Small-Business (61.6% of reviews)
Entry-Level Pricing
Contact Us Per Year
Free
Totango
Star Rating
(1,148)4.3 out of 5
Market Segments
Mid-Market (57.1% of reviews)
Pros & Cons
Entry-Level Pricing
Contact Us Per Year
Browse all 2 pricing plans
Zoho CRM
Star Rating
(2,925)4.1 out of 5
Market Segments
Small-Business (61.6% of reviews)
Pros & Cons
Entry-Level Pricing
Free
Browse all 5 pricing plans
Summary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that Zoho CRM excels in customizability and automation capabilities, making it a great choice for businesses looking for a tailored solution. Users appreciate its ability to serve as a central hub for all activities, highlighting its extensive features that cater to various needs.
- Users say that Totango provides a user-friendly interface for tracking metrics, particularly for account management. Reviewers find it easy to monitor the status of at-risk accounts, which is crucial for customer success teams aiming to reduce churn.
- According to verified reviews, Zoho CRM's implementation process is notably quick and intuitive, with users praising the onboarding wizard that simplifies setup. This contrasts with Totango, where some users have mentioned challenges with the setup process, indicating a steeper learning curve.
- Reviewers mention that while Totango integrates seamlessly with Salesforce, enhancing its usability, Zoho CRM also offers robust integration options that users find beneficial for data and email customization, further enhancing its appeal for small businesses.
- G2 reviewers highlight that Zoho CRM has a higher overall satisfaction score, reflecting its strong performance in areas like data analytics and multi-user collaboration. Users appreciate features that allow for effective teamwork and data-driven decision-making.
- Users note that while Totango scores higher in quality of support, Zoho CRM still provides adequate assistance, with many users finding the support team helpful in resolving issues related to customization and feature usage.
Pricing
Entry-Level Pricing
Totango
Enterprise
Contact Us
Per Year
Efficiently scale customer success with solutions backed by enterprise-grade privacy, security, and customization.
- 10 users (Practitioner seats)
- 2,000 customer accounts
- 5 teams
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
Totango
No trial information availableZoho CRM
Free Trial is available
Ratings
Meets Requirements
8.3
969
8.4
2,483
Ease of Use
8.2
983
8.3
2,503
Ease of Setup
7.4
493
8.0
1,273
Ease of Admin
7.8
361
8.0
1,022
Quality of Support
8.4
815
7.6
2,275
Has the product been a good partner in doing business?
8.6
360
8.0
997
Product Direction (% positive)
8.7
945
8.0
2,410
Features by Category
Sales Force Automation
Not enough data
8.5
1659
|
Verified
Not enough data
8.3
877
|
Verified
Not enough data
8.2
1574
|
Verified
Not enough data
8.2
1636
|
Verified
Not enough data
7.8
1186
|
Verified
Not enough data
8.4
672
|
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
8.1
1348
|
Verified
Not enough data
7.9
1305
|
Verified
Not enough data
8.4
1544
|
Verified
Not enough data
7.9
1129
|
Verified
Customer Support
Not enough data
8.0
1203
|
Verified
Not enough data
7.9
1205
|
Verified
Not enough data
7.9
1237
|
Verified
Not enough data
7.8
1069
|
Verified
Not enough data
8.0
1113
|
Verified
Reporting & Analytics
Not enough data
8.2
1514
|
Verified
Not enough data
8.2
1564
|
Verified
Not enough data
8.1
1055
|
Verified
Mobile & Social
Not enough data
8.1
1083
|
Verified
Not enough data
8.0
1092
|
Verified
Not enough data
8.0
1203
|
Verified
Platform
Not enough data
8.1
872
|
Verified
Not enough data
8.2
843
|
Verified
Not enough data
8.4
859
|
Verified
Not enough data
8.1
649
|
Verified
Not enough data
7.8
548
|
Verified
Not enough data
8.1
719
|
Verified
Not enough data
8.4
852
|
Verified
Not enough data
8.1
662
|
Verified
Integration
Not enough data
8.3
652
|
Verified
Not enough data
8.1
646
|
Verified
Not enough data
8.0
606
|
Verified
Generative AI
Not enough data
8.2
181
Agentic AI - CRM
Not enough data
8.0
66
Not enough data
8.3
64
Not enough data
8.1
68
Not enough data
8.0
66
Not enough data
8.2
65
Not enough data
8.3
65
Not enough data
8.3
65
Configuration - cpq
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
8.3
59
Not enough data
8.3
55
Not enough data
8.4
60
Pricing
Not enough data
8.1
62
Not enough data
7.5
57
Not enough data
8.1
56
Not enough data
8.4
58
Not enough data
8.6
58
Not enough data
8.5
56
Quoting
Not enough data
8.4
58
Not enough data
8.4
52
Not enough data
8.4
53
Not enough data
8.4
55
Not enough data
8.6
52
Admin
Not enough data
8.2
89
Not enough data
7.7
83
Not enough data
8.3
86
Not enough data
8.3
83
Channels
Not enough data
8.1
57
Not enough data
7.7
52
Not enough data
8.0
49
Platform
Not enough data
8.4
89
Not enough data
8.2
85
Not enough data
8.0
77
Not enough data
8.5
88
Not enough data
8.4
90
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
8.2
774
|
Verified
Not enough data
8.4
752
|
Verified
Not enough data
8.4
747
|
Verified
Not enough data
7.7
638
|
Verified
Not enough data
8.5
758
|
Verified
Not enough data
8.0
696
|
Verified
Not enough data
7.3
568
|
Verified
Not enough data
Predictions
7.8
666
|
Verified
Not enough data
7.1
633
|
Verified
Not enough data
7.9
673
|
Verified
Not enough data
6.5
494
|
Verified
Not enough data
Platform
8.0
755
|
Verified
Not enough data
7.7
691
|
Verified
Not enough data
7.9
689
|
Verified
Not enough data
8.0
700
|
Verified
Not enough data
7.9
725
|
Verified
Not enough data
7.9
716
|
Verified
Not enough data
8.3
709
|
Verified
Not enough data
8.5
631
|
Verified
Not enough data
8.2
741
|
Verified
Not enough data
8.3
709
|
Verified
Not enough data
Generative AI
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Agentic AI - Customer Success
7.5
53
Not enough data
7.8
52
Not enough data
8.0
51
Not enough data
7.7
51
Not enough data
7.6
52
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
160
Not enough data
8.8
156
Not enough data
8.3
145
Not enough data
8.2
141
Not enough data
8.9
154
Not enough data
8.8
152
Not enough data
8.5
147
Repeatability and Reportability
Not enough data
8.4
144
Not enough data
8.6
149
Not enough data
8.6
142
Not enough data
8.2
138
Not enough data
7.9
120
AI and Automation
Not enough data
8.3
146
Not enough data
8.5
145
Not enough data
8.3
139
Not enough data
8.1
133
Not enough data
7.8
125
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
User Analysis
7.1
50
Not enough data
7.0
55
Not enough data
User Support
7.9
55
Not enough data
6.9
39
Not enough data
Feature Not Available
Not enough data
Walkthrough Type
Feature Not Available
Not enough data
6.6
41
Not enough data
Platform Basics - Digital Adoption Platform
7.1
7
Not enough data
6.4
7
Not enough data
Analytics - Digital Adoption Platform
6.2
7
Not enough data
Functions - Digital Adoption Platform
7.1
7
Not enough data
5.8
8
Not enough data
Agentic AI - Digital Adoption Platform
Not enough data
Not enough data
Customer Requirements
Not enough data
8.5
51
Not enough data
8.5
50
Not enough data
8.5
52
Contracts
Not enough data
8.5
50
Not enough data
8.2
47
Not enough data
8.4
50
Revenue
Not enough data
8.5
52
Not enough data
8.5
50
Not enough data
8.4
47
Data Sourcing
8.1
177
|
Verified
Not enough data
8.1
177
|
Verified
Not enough data
7.1
110
Not enough data
7.6
113
Not enough data
Intelligence
Feature Not Available
Not enough data
7.2
156
|
Verified
Not enough data
Feature Not Available
Not enough data
Sales Team
7.4
68
Not enough data
Feature Not Available
Not enough data
7.6
74
Not enough data
Intelligence
7.3
72
Not enough data
6.8
66
Not enough data
6.8
62
Not enough data
Mapping
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Agentic AI - Customer Revenue Optimization
8.6
7
Not enough data
8.6
7
Not enough data
8.1
7
Not enough data
7.9
7
Not enough data
8.3
7
Not enough data
7.9
8
Not enough data
Platform Basics
8.0
143
8.4
98
7.7
146
8.6
93
8.2
139
8.6
97
Feature Not Available
8.4
89
7.6
131
8.8
57
Agentic AI - Customer Journey Mapping
7.1
18
7.2
13
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
Platform Basics
8.4
228
|
Verified
Not enough data
8.2
227
|
Verified
Not enough data
Platform Data
8.0
221
|
Verified
Not enough data
7.9
222
|
Verified
Not enough data
8.3
242
|
Verified
Not enough data
8.2
227
|
Verified
Not enough data
Platform Additional Functionality
8.2
219
|
Verified
Not enough data
7.9
227
|
Verified
Not enough data
8.1
199
Not enough data
Agentic AI - Customer Journey Analytics
7.3
15
Not enough data
8.4
15
Not enough data
8.0
15
Not enough data
7.8
15
Not enough data
Analytics
8.1
101
Not enough data
8.2
95
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Customization
8.0
90
Not enough data
Feature Not Available
Not enough data
7.6
76
Not enough data
Feature Not Available
Not enough data
Generative AI
6.4
51
Not enough data
6.4
52
Not enough data
Agentic AI - Experience Management
8.1
8
Not enough data
8.5
8
Not enough data
8.5
8
Not enough data
8.5
8
Not enough data
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
8.2
221
Not enough data
7.9
212
Not enough data
8.0
202
Not enough data
Project Tracking
8.2
199
Not enough data
Feature Not Available
Not enough data
8.0
195
Not enough data
8.4
212
Not enough data
8.0
193
Not enough data
Customer Engagement
7.9
188
Not enough data
8.0
204
Not enough data
7.7
199
Not enough data
8.3
198
Not enough data
Feature Not Available
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 - SAP Store
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
153
|
Verified
Not enough data
8.4
160
|
Verified
Not enough data
8.0
152
|
Verified
Not enough data
8.4
161
|
Verified
Personalization
Not enough data
8.5
177
|
Verified
Not enough data
8.6
178
|
Verified
Not enough data
8.6
184
|
Verified
Not enough data
8.4
171
|
Verified
Administrative
Not enough data
8.5
169
|
Verified
Not enough data
8.5
173
|
Verified
Not enough data
8.4
161
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
138
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
59
Agentic AI - Sales Analytics
Not enough data
7.4
30
Not enough data
7.5
30
Not enough data
7.2
30
Not enough data
7.3
30
Not enough data
7.4
30
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
8.1
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
Totango and Zoho CRM are categorized as Customer Journey Mapping
Unique Categories
Totango is categorized as Client Onboarding, Customer Revenue Optimization, Customer Success, Customer Data Platform (CDP), Experience Management, Digital Adoption Platform, Customer Journey Analytics, and SAP Store
Zoho CRM is categorized as Client Portal, Quote-to-Cash, Sales Engagement, AI Sales Assistant, Sales Analytics, Email Tracking, Sales Gamification, Sales Performance Management, CRM, CPQ, Lead Capture, Lead Scoring, Sales Enablement, and Insurance CRM
Reviews
Reviewers' Company Size
Totango
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
36.2%
Information Technology and Services
19.0%
Telecommunications
4.3%
Internet
3.4%
Marketing and Advertising
3.4%
Other
33.7%
Information Technology and Services
16.1%
Computer Software
9.9%
Marketing and Advertising
8.9%
Financial Services
3.5%
Real Estate
3.4%
Other
58.1%
Alternatives
Discussions
What would be the best way to load the pages faster?
2 Comments
JT
Only way I've seen is to restrict your filters on notifications (the first page for me at least)Read more
What are best practices for CSM assignment process - both dynamic and static?
2 Comments
GN
Hi Tony, can we please move the conversation to forum.totango.com - we don't really track this discussion board that frequentlyRead more
1. Embed a PDF fillable form? 2. Prepopulated email response be hyperlink to an automated email
1 Comment
MH
Julio, thank you for your questions and patience.
Totango support forms, however not in a PDF format. As for triggering responses, we can absolutely...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
What are the key strengths of Zoho CRM in managing customer relationships compared to other CRM platforms?
3 Comments
MS
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...Read more
