No more typing reviews! Try our Samantha, our new voice AI agent.

WORKetc vs Zoho CRM comparison

 

Comparison Buyer's Guide

Executive SummaryUpdated on Dec 19, 2024

Review summaries and opinions

We asked business professionals to review the solutions they use. Here are some excerpts of what they said:
 

Categories and Ranking

WORKetc
Ranking in CRM
51st
Average Rating
8.6
Reviews Sentiment
7.5
Number of Reviews
3
Ranking in other categories
No ranking in other categories
Zoho CRM
Ranking in CRM
3rd
Average Rating
8.2
Reviews Sentiment
6.8
Number of Reviews
61
Ranking in other categories
Opportunity Management (3rd), Sales Force Automation (3rd)
 

Mindshare comparison

As of August 2026, in the CRM category, the mindshare of WORKetc is 0.6%, up from 0.1% compared to the previous year. The mindshare of Zoho CRM is 2.1%, down from 3.1% compared to the previous year. It is calculated based on PeerSpot user engagement data.
CRM Mindshare Distribution
ProductMindshare (%)
Zoho CRM2.1%
WORKetc0.6%
Other97.3%
CRM
 

Featured Reviews

it_user633570 - PeerSpot reviewer
Executive Manager at a construction company
The project and task management features are valuable.
Project and task management Finance and bill management CRM We use it as a team management tool and online service for billing and finance management, and contact management as well. We are waiting for a new UI design, and also I think that not having a mobile version is a weakness. I think I…
NaveenKumar S - PeerSpot reviewer
Software Engineer at Maximus
Zoho CRM improves lead conversion with AI assistance but could have better technical support
Zoho Zia has helped our lead conversion process by serving as a private AI of Zoho CRM that assists in boosting lead conversation by analyzing customer data, predicting outcomes, and automating workflow follow-ups. Regarding how Zia helps with lead conversion, there's lead scoring and conversion predictions, sentiment analysis, and workflow suggestions. For lead scoring, Zia analyzes past lead conversation patterns and assigns scores to new leads, and high score leads get prioritized for faster follow-up. In terms of conversation predictions, Zia predicts the probability of lead conversion based on demographics and engagements, helping the sales team focus on the most promising leads. Another point is sentiment analysis, where Zia scans customer emails, chats, and notes to detect tones such as positive, negative, or neutral, guiding us on how to approach the leads better. For workflow suggestions, it recommends automated workflows such as sending emails and assigning tasks to agents, improving our engagements. Additionally, the conversational AI feature through Zia chatbot can interact with leads via website chat or capture details and push them into Zoho CRM automatically. The analytics and reporting features in Zoho CRM helped me understand sales patterns and customer behavior through standard reports that include pre-built reports for leads, deals, sales activities, and campaigns. We can customize reports as well, creating reports based on any module fields, and we can integrate with Zoho Analytics for direct capture of reports from our modules. We can merge leads reports to contact reports using SQL, allowing for effective sales funnel tracking to identify drop-offs and optimize conversation strategies. Auto-generated reports are also available for daily scheduling, ensuring that admin receives daily basis reports through automation. With advanced BI features such as drag-and-drop dashboards and predictive analysis using pivot tables, we can create insightful dashboards while pulling CRM and external data from sources such as Google Ads and Facebook Ads for unified analytics. The automation capabilities in Zoho CRM have helped streamline our organization's sales and marketing tasks by handling repetitive tasks such as sending follow-up emails, assigning leads, and updating fields. For example, if a lead score is greater than 80, it automatically assigns that record to the senior sales representative. There are also blueprint options to define the step-by-step sales process, ensuring every sales representative follows the same process. Automation includes assignment rules, lead scoring, priority load options, sales signals, macros, and territory management, which automatically routes leads based on geography, revenue, and industries. Additionally, deal stage automations trigger actions when a deal moves stages, such as sending a contract when it moves to negotiation. For marketing, there are tools for email campaign automation, behavior-based triggers, campaign to lead sync, and social media automations. The overall benefits I have seen from using Zoho CRM include centralized customer data, where all customer interactions are visible in one place, providing a 360-degree view. Improved lead conversations through AI-powered scoring and automation helps us focus on the right leads, with end-to-end sales automation managing tasks from lead capture to deal closure, thereby saving time on repetitive tasks. This leads to better marketing ROI, as we can track campaigns, ad spend, and lead sources, connecting marketing efforts to revenue. Enhanced collaboration through shared notes, tasks, and role-based access enables teamwork within our internal users and sales teams, contributing to customer satisfaction. Moreover, Zoho CRM is scalable and customizable, adapting to startups, SMBs, and enterprises with its flexible modules and fields. Lastly, it is cost-efficient compared to Salesforce and HubSpot while including a wide range of features.

Quotes from Members

We asked business professionals to review the solutions they use. Here are some excerpts of what they said:
 

Pros

"Creating a streamlined process from sales through to completion of projects has made an immense difference to our operations."
"It is deceptively simple but remarkably powerful."
"WORKetc is a great tool; complex and useful; maybe even too complex with a lot of customized options."
"We're able to easily track messages and notes."
"Customer tracking, order management, sales tracking and PO tracking provide efficiency."
"Zoho CRM is easy to use and easy to understand."
"There are many features that capture customer data."
"What I like best about Zoho CRM is the web form feature. I find Zoho CRM forms excellent."
"Complete customer relation management with the ability to add further apps if needed."
"What I like most about Zoho CRM is its configurability. We can adapt it to our needs in terms of the sales process. It has automation capabilities, but we mostly use it as a static system, except for sending emails and information about updated products."
"Zoho CRM is flexible due to its integrations, like with Zoho Campaign, helping integrate marketing efforts with CRM processes."
 

Cons

"The UI needs to move forward to a refreshed version but this is in the works."
"We are waiting for a new UI design, and also I think that not having a mobile version is a weakness."
"It just feels that the current UI is a bit old school."
"I feel that Zoho CRM's AI-powered assistant, Zia, is not that good right now."
"Customer Service: Only chat is available, connecting over the phone is impossible."
"The customization options for roles in Zoho CRM are currently limited."
"It would be useful to have some way of mapping organizations that could add more value. If I have X company's database and am trying to create multiple contexts for different entities of the same company, I should be able to map it in such a way that I can see the organization chart."
"Zoho CRM has a rule engine or a place where you can set certain rules. That's not evolved very much. They could improve this within the platform."
"We would like to always email users as soon as any new features are launched."
"However, as we continued to grow, Zoho did not have all the features we needed to successfully track our sales cycle, so we ended up switching to Salesforce."
"I would like to see better integration with Zoho Creator."
 

Pricing and Cost Advice

Information not available
"The basic plan has changed from $15 to $25 or $30."
"We consider it a good value and found it to be cost-effective."
"We pay for an annual license to use this solution."
"Zoho CRM has a subscription-based license, which is not too expensive."
"The solution has standard pricing plans."
"Zoho CRM is an expensive tool."
"There is an annual license."
"I have no information about the pricing for Zoho CRM because the finance department handles that."
report
Use our free recommendation engine to learn which CRM solutions are best for your needs.
908,858 professionals have used our research since 2012.
 

Top Industries

By visitors reading reviews
No data available
Construction Company
13%
Manufacturing Company
11%
Outsourcing Company
11%
Financial Services Firm
9%
 

Company Size

By reviewers
Large Enterprise
Midsize Enterprise
Small Business
No data available
By reviewers
Company SizeCount
Small Business48
Midsize Enterprise6
Large Enterprise10
 

Questions from the Community

Ask a question
Earn 20 points
What is your experience regarding pricing and costs for Zoho CRM?
Zoho CRM and all of Zoho's software are quite affordable because they are specifically designed for small and medium businesses.
What needs improvement with Zoho CRM?
While applying some integrations or automations, if we need to take an action between two modules' fields, we have to write SOQL, and it can miss the data. I had a scenario where I had to use two f...
What is your primary use case for Zoho CRM?
I am a consultant and Zoho CRM developer who implements Zoho CRM for clients. I have worked extensively on Zoho CRM where I set up modules and gather requirements from clients. I customize fields a...
 

Comparisons

 

Overview

 

Sample Customers

Information Not Available
JetHub, Anderson Sales Advantage, ActionCoach, Milagro Advisory Group, TECO Pneumatic, Proteomics Consult
Find out what your peers are saying about WORKetc vs. Zoho CRM and other solutions. Updated: August 2026.
908,858 professionals have used our research since 2012.