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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
57th
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
8.0
Reviews Sentiment
6.9
Number of Reviews
59
Ranking in other categories
Opportunity Management (3rd), Sales Force Automation (3rd)
 

Mindshare comparison

As of June 2026, in the CRM category, the mindshare of WORKetc is 0.6%, up from 0.0% compared to the previous year. The mindshare of Zoho CRM is 2.0%, down from 3.1% compared to the previous year. It is calculated based on PeerSpot user engagement data.
CRM Mindshare Distribution
ProductMindshare (%)
Zoho CRM2.0%
WORKetc0.6%
Other97.4%
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

"WORKetc is a great tool; complex and useful; maybe even too complex with a lot of customized options."
"It is deceptively simple but remarkably powerful."
"Creating a streamlined process from sales through to completion of projects has made an immense difference to our operations."
"Zoho works straight out of the box, easy to start with, easy to customize to our own sales process and workflow, with simple and effective functionality when it comes to creating reports."
"I did not have to manually update the CRM, since Zoho provide a cool API able to retrieve and update CRM data."
"Zoho CRM is a very powerful tool and has a lot of features."
"Zoho CRM helped me to manage leads and opportunities and to use the dashboard and reporting features for better sales and growth."
"Zoho CRM integrates easily with customer service workflows."
"The most valuable feature of Zoho CRM is emailing. You can send emails to customers directly from Zoho CRM. The marketing team in my company uses this feature, and it's effective."
"The platform has a valuable lead qualification feature."
"Zoho CRM is very simple and easy to use."
 

Cons

"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."
"The UI needs to move forward to a refreshed version but this is in the works."
"The solution's feature for forecast has limitations."
"The MCR capabilities have some limitations."
"Adding a new contract to the solution is quite complicated."
"Pricing for Zoho CRM could be improved because it is expensive. My company also needs some analytics, so it would be good if Zoho CRM had built-in analytics."
"I'm not sure that there is scalability potential for enterprises."
"Customer Service: It's poor. Technical Support: Poor, as they don't answer your call or emails at your first attempt."
"There are at least two big pieces. One is just the ability to reorganize the data and clean it up to eliminate duplicates and things like that. It is very manual at the moment."
"I would like to see more integrations and customization options in the next release."
 

Pricing and Cost Advice

Information not available
"The solution is cost-effective."
"I have no information about the pricing for Zoho CRM because the finance department handles that."
"Its price is lower than the other software."
"If you compare the pricing with SAP, it is well priced and you are able to pay as you go."
"We consider it a good value and found it to be cost-effective."
"There is a license required for this solution."
"Zoho CRM is available at a fairly average price"
"It is around $1000 a month."
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Top Industries

By visitors reading reviews
No data available
Construction Company
13%
Manufacturing Company
13%
Financial Services Firm
10%
Outsourcing Company
10%
 

Company Size

By reviewers
Large Enterprise
Midsize Enterprise
Small Business
No data available
By reviewers
Company SizeCount
Small Business46
Midsize Enterprise6
Large Enterprise10
 

Questions from the Community

Ask a question
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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?
I think areas of Zoho CRM that need to be improved or enhanced include the permission structure, which can be easy to set up custom permissions within Zoho Creator using different filters and runni...
What is your primary use case for Zoho CRM?
I describe the usual use cases for Zoho CRM that I mostly work with as related to sales flow. Most of my clients are involved in that; the lead system allows leads to flow into our system, which ar...
 

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: June 2026.
900,838 professionals have used our research since 2012.