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Zoho CRM es una herramienta que ayuda a las empresas a gestionar las relaciones con sus clientes, hacer seguimiento de las ventas y automatizar flujos de trabajo, aportando una solución completa para los equipos de ventas y marketing. 

Sin embargo, algunos usuarios pueden buscar alternativas debido a la falta de personalización o a su interfaz poco intuitiva. Aquí tienes mis sugerencias para las mejores alternativas a Zoho CRM para quienes buscan opciones de software CRM.

¿Qué es Zoho CRM?

Zoho CRM es un software de gestión de relaciones con clientes diseñado para ayudar a las empresas a gestionar sus actividades de ventas, marketing y atención al cliente. Es utilizado comúnmente por equipos de ventas, profesionales de marketing y representantes de servicio al cliente para hacer seguimiento de interacciones, automatizar flujos de trabajo y analizar datos de clientes.

Por qué confiar en nuestras reseñas de software

Hemos estado probando y analizando software de flujos de trabajo desde 2022. Como expertos en operaciones de ingresos, sabemos lo crítico y difícil que es tomar la decisión correcta al seleccionar un software. Invertimos en una investigación profunda para ayudar a nuestra audiencia a tomar mejores decisiones de compra de software. 

Hemos probado más de 2,000 herramientas para diferentes casos de uso en Revenue Operations y escrito más de 1,000 reseñas completas de software. Descubre cómo nos mantenemos transparentes y revisa nuestra metodología de reseñas de software.

Mejores alternativas a Zoho CRM - Resumen

Mejores alternativas a Zoho CRM

En este análisis, te ofreceré una visión completa de varias alternativas a Zoho CRM. Te guiaré a través de los pros y contras, sus características y sus mejores casos de uso.

Best for automatic pipeline updates

  • 30-day free trial + free demo available
  • From $29/user/month (billed annually)
Visit Website
Rating: 4.7/5

Salesflare is a CRM built for small and medium-sized B2B businesses that want a clear, organized way to manage sales. It helps your team keep track of leads and customer relationships without needing extra effort to update information manually.

Why it's a good Zoho CRM alternative: I picked Salesflare because it removes the need for manual updates by automatically capturing data from emails, calendars, and social sources to keep your pipeline accurate. Its relationship intelligence reveals network connections for warm introductions, while automated reminders ensure no follow-up is missed. Together, these features help your team maintain stronger relationships and close deals more consistently, making Salesflare a more focused choice than Zoho.

Standout features & integrations:

Features include visual sales pipelines that let you drag and drop leads across stages for a clear view of progress, automated email sequences that keep prospects engaged until you connect with them, and a lead finder that helps you identify and qualify new business opportunities without juggling multiple tools.

Integrations include Better Proposals, Emailable, Leadinfo, StoryChief, Intercom, MailChimp, QuickBooks Online, Slack, Typeform, Google Contacts, Bubble, SyncPenguin, and Voxloud.

Pros and Cons

Pros:

  • Automated reminders help prevent missed follow-ups
  • Strong relationship intelligence for warm introductions
  • Automates data entry from emails and calendars

Cons:

  • May not suit very large enterprises
  • Limited third-party integrations compared to Zoho

Best for small businesses needing simplicity

  • 30-day free trial available
  • From $15/user/month
Visit Website
Rating: 4.9/5

Less Annoying CRM provides a simpler CRM solution for small businesses. It excels in ease of use and affordability, making it an ideal choice for those prioritizing straightforward, budget-friendly tools.

Why it's a good Zoho CRM alternative: Less Annoying CRM is an ideal Zoho CRM alternative for businesses seeking a simple CRM. Its user-friendly interface and ease of use are beneficial for small businesses that don’t have a dedicated IT staff. Instead of overwhelming features, Less Annoying CRM focuses on essential CRM functionalities such as contact management, calendar and task management, and pipeline tracking, ensuring small businesses have the tools needed without being bogged down or paying for features they don’t use. It also offers email platform integrations, allowing users to sync their email communications directly with the CRM. 

Standout features & integrations:

Features include an intuitive user interface, centralized customer information, and easy task management. It also offers customizable pipelines and calendar integration to streamline daily operations.

Integrations include Google Calendar, Mailchimp, Google Contacts, Zapier, PieSync, Outlook Calendar, Mailgun, Constant Contact, RingCentral, and PayPal.

Pros and Cons

Pros:

  • Intuitive task and email management
  • Personalized customer support
  • Minimalist and simplified interface

Cons:

  • No workflow automation
  • No custom reports

Best for project management with integrated CRM

  • 7-day free trial and free plan available
  • From $39/month
Visit Website
Rating: 4.8/5

Flowlu is an all-in-one CRM and project management tool that integrates project management with CRM functionalities. It offers a comprehensive tool suite that caters to various business needs, from task management to financial tracking. 

Why it's a good Zoho CRM alternative: Flowlu is a powerful integrated project management and CRM solution that allows businesses to streamline their processes by keeping all customer and project information in one place. It provides tools for task management, time tracking, project budgeting, resource allocation, and financial management features like invoicing, expense, tracking, and financial reporting, all integrated with its CRM features. Its advanced financial oversight ensures businesses can manage their cash flow effectively and keep track of project costs and client billing in one system. 

Standout features & integrations:

Features include email integration, sales process automation, telephony integration, events and follow-ups, and sales funnels and reports. It also provides additional fields for customization, real-time notifications, collaboration features, and professional invoice management.

Integrations include Slack, Google Calendar, Mailchimp, Jivochat, Tilda, Calendly, Telegram, Viber, WhatsApp, and Zapier.

Pros and Cons

Pros:

  • Advanced client billing and expense tracking
  • Customizable fields and workflows
  • Integrated Agile project management

Cons:

  • Limited social media integrations
  • Slight learning curve

Best for AI-driven lead scoring and CRM functionality

  • Free plan available
  • From $9/user/month (billed annually)
Visit Website
Rating: 4.6/5

Freshsales is a CRM tool designed to drive revenue and productivity with AI-powered features. It excels in AI-powered lead scoring, making it ideal for businesses that prioritize and manage leads effectively.

Why it's a good Zoho CRM alternative: Freshsales uses Freddy AI, which provides advanced lead scoring based on engagement, behaviour, and demographic data. This AI-driven approach helps the sales team prioritize leads most likely to convert and improve sales and efficiency by analyzing touchpoints and interactions that reflect the potential of each lead. Freshsales also offers predictive contact scoring, deal insights, AI-based forecasting, customizable workflows, and integrations that easily fit into existing tech stacks. Freshsales is an excellent alternative to Zoho CRM, especially for businesses aiming to optimize sales processes and improve overall productivity. 

Standout features & integrations:

Features include built-in chat, email, and phone, customizable sales activities, and advanced workflows. The AI-powered Freddy AI assists in contact scoring, sales emails, and deal insights, enhancing the overall sales process.

Integrations include Slack, Mailchimp, Zapier, QuickBooks, Xero, Google Workspace, Microsoft Office 365, Trello, Shopify, and Stripe.

Pros and Cons

Pros:

  • Customizable workflows and sales activities
  • Multi-currency and multi-language support
  • AI-powered lead scoring and sales forecasting

Cons:

  • Limited project management features
  • Limited reporting customization

Best for easy setup and user-friendly interface

  • Free plan available and 14-day free trial
  • From $18/user/month (billed annually)
Visit Website
Rating: 4.7/5

Capsule CRM is a customer relationship management tool for businesses to manage customer interactions and data. It’s easy to set up and configure and has an intuitive interface, making it accessible to users of all technical levels. 

Why it's a good Zoho CRM alternative: Capsule focuses on essential CRM functions, avoiding the clutter that can be seen in more feature-rich platforms. Its clean and organized interface helps users easily manage contacts, track communications, and monitor sales opportunities. Despite its focus on simplicity and ease of use, Capsule does not miss out on functionalities as it offers powerful contact management, task tracking, and sales pipeline management. With its essential features, strong integration capabilities, and clean user interface, Capsule makes a good Zoho CRM alternative for businesses seeking a system that is easy to use and manage. 

Standout features & integrations:

Features include contact management, email marketing, sales pipeline management, project management, workflow automation, and AI content assistance. These features help businesses streamline their operations and improve customer relationships.

Integrations include QuickBooks, Gmail, Transpond, Outlook, Xero, Zapier, FreshBooks, Mailchimp, WhatsApp, and FreeAgent.

Pros and Cons

Pros:

  • Custom field for data capture
  • Task management with deadline tracking
  • Milestone tracking in the sales pipeline

Cons:

  • Limited workflow automation
  • Limited user interface customization

Best for pipeline visibility and productivity optimization

  • Free demo available
  • From $19/user/month
Visit Website
Rating: 4.4/5

Zendesk Sell is an all-in-one sales platform that maximizes productivity and maintains pipeline visibility. It has productivity tools that offer comprehensive features for the sales team to track, manage, and analyze sales processes in real time. 

Why it's a good Zoho CRM alternative: Zendesk focuses on sales pipeline management and sales team productivity. Its intuitive interface and engaging pipeline views allow sales representatives to easily track the progress of deals, identify bottlenecks, and take timely actions. It offers productivity tools that streamline sales activities like automated email sequences, task management, and smart lists that prioritize leads based on criteria, making it a good alternative to Zoho CRM. Additionally, Zendesk Sell integrates with the broader Zendesk Suite, providing a unified view of customer interactions across sales and support channels. 

Standout features & integrations:

Features include customizable sales pipelines, email and calendar integrations, task and appointment settings, call tracking and recording, and pre-built sales dashboards. 

Integrations include Gmail, Google Suite, Microsoft Office 365, Zendesk Support, Zendesk Chat, Mailchimp, Slack, QuickBooks, HubSpot, and Google Calendar.

Pros and Cons

Pros:

  • Advanced lead routing
  • Customizable task playbooks for different sales scenarios
  • Smart lists for dynamic lead management

Cons:

  • Complex customization might require technical expertise
  • No built-in marketing automation

Best for all-in-one business management

  • 15-day trial + free plan + free demo available
  • From $49/organization/month (billed annually)
Visit Website
Rating: 4.2/5

Bitrix24 is a complete online workspace for businesses, offering task management, online meetings, and more. It has an extensive range of features that cover various business needs from CRM to project management. 

Why it's a good Zoho CRM alternative: Bitrix24 offers a tool suite of CRM, project management, collaboration, communication, and HR management, making it a standout alternative to Zoho CRM. Integrating various business functions into a single platform reduces the need for multiple, separate tools and streamlines operations. Bitrix24 provides Gantt charts, task dependencies, time tracking, and workload management, integrated with the CRM functions, ensuring all project-related communications and tasks are aligned with customer interactions. Additionally, it has communication tools like chat and video conferencing, and HR management features like employee directories and performance evaluations. 

Standout features & integrations:

Features include sales management, contact center, sales team collaboration, task and project management, employee performance tracking, mobile tasks, project collaboration, automation, and an AI assistant called CoPilot. 

Integrations include Google Workspace, Microsoft Office, Slack, Trello, Asana, Mailchimp, Dropbox, Zapier, Stripe, and WhatsApp.

Pros and Cons

Pros:

  • Flexible deployment options
  • Integrated HR and employee workload management
  • Collaborative client portal

Cons:

  • Interface may appear cluttered for some users
  • Limited third-party integrations

Best for visual sales pipeline management

  • 14-day free trial
  • From $12/user/month (billed annually)

Pipedrive CRM is a sales management tool small businesses use to visualize their sales pipeline and automate repetitive tasks. It is best for visual sales pipeline management due to its intuitive drag-and-drop interface and detailed sales dashboards.

Why it's a good Zoho CRM alternative: Pipedrive CRM focuses on visualizing the sales process, making it easier for sales teams to track deals and identify bottlenecks at a glance. The visual pipeline view allows users to drag and drop deals to update their status and gain a clear overview of the entire sales process. It is designed to help sales teams close deals more efficiently with customizable pipelines, powerful reporting tools, and an AI-powered sales assistant that suggests the best actions based on data analysis. Pipedrive’s extensive integration capability and strong sales pipeline visualization make it an excellent alternative to Zoho CRM, especially for businesses that need systems to drive their sales processes forward. 

Standout features & integrations:

Features include sales automation, lead management, email marketing, and AI-driven sales tools. It also provides detailed analytics and customizable dashboards to help businesses track their sales performance.

Integrations include Google Workspace, Microsoft Outlook, Zapier, Mailchimp, Trello, Slack, Xero, QuickBooks, Zoom, and Asana.

Pros and Cons

Pros:

  • Strong revenue projecting tools
  • Timeline view for sales forecasting
  • Customizable activity types

Cons:

  • No built-in contract management
  • Lack of built-in marketing automation

Best for combining sales and marketing in a user-friendly CRM

  • 14-day free trial
  • From $19/user/month

Nutshell is a user-friendly CRM designed to help B2B teams close more deals. It is best for its intuitive interface and comprehensive sales and marketing features.

Why it's a good Zoho CRM alternative: Nutshell offers integrated sales automation and email marketing tools, allowing users to manage their sales pipeline, track leads, and execute marketing campaigns in one platform. Its email marketing capabilities include customizable templates, automated follow-ups, and detailed campaign analytics. Its pipeline management allows users to track and manage leads and opportunities with a drag-and-drop interface. These feature combined with its native sales automation and email marketing integrations makes it a standout alternative to Zoho CRM. 

Standout features & integrations:

Features include contact management, sales automation, and advanced reporting. It also includes AI-driven tools for timeline summarization and Zoom transcription, enhancing productivity and efficiency.

Integrations include Google Suite, Microsoft Dynamics 365, PandaDoc, Dropbox, QuickBooks, Slack, Zapier, Constant Contact, Mailchimp, and Unbounce.

Pros and Cons

Pros:

  • Personalized onboarding for each business
  • Detailed email campaign analytics
  • Unified sales and marketing platform

Cons:

  • No built-in social media management
  • Limited custom field options

Best for Google Workspace integration

  • 14-day free trial available
  • From $29/user/month
Visit Website
Rating: 4.5/5

Copper is a CRM tool that smoothly integrates with Google Workspace. It centralizes emails, meetings, and files within the CRM, making it ideal for businesses that rely on Google’s tools. 

Why it's a good Zoho CRM alternative: Copper works within Google tools, making it an exceptional alternative to Zoho CRM, especially if the business has already invested in the Google ecosystem. It automatically captures and logs emails and other interactions from Gmail, schedules and manages meetings in Google Calendar, and syncs with Google Drive, ensuring important documents and files are easily accessible and linked to relevant contacts and deals. Copper’s visual pipeline management and customizable dashboards provide clear insights into sales processes and performance, helping team members stay on top of their targets. 

Standout features & integrations:

Features include contact organization, deal tracking, workflow management, task automation, email tools, a mobile app, and custom reporting capabilities.

Integrations include Google Workspace, Slack, Zendesk, HubSpot, QuickBooks, Docusign, Mailchimp, PandaDocs, JustCall, and RingCentral.

Pros and Cons

Pros:

  • Fully integrated mobile app
  • Customizable workflows for business processes
  • Automated data entry

Cons:

  • Limited customization for CRM interface and fields
  • Few integrations with non-Google applications

Otras alternativas a Zoho CRM

A continuación encontrarás una lista de otras alternativas a Zoho CRM que seleccionamos, pero que no llegaron a la lista principal. Vale la pena echarles un vistazo.

  1. SugarAI

    For AI-driven sales automation

  2. Apptivo

    For affordability and versatility

  3. NetHunt

    For Gmail integration

  4. MRPeasy

    For manufacturing companies

  5. Agile CRM

    For marketing automation

  6. Microsoft Dynamics 365

    For enterprise-level customization

  7. monday CRM

    For team collaboration

  8. PartnerStack

    For partner relationship management

  9. Close CRM

    For sales teams focused on communication

  10. Thryv

    For local businesses

  11. Insightly

    For project management integration

  12. folk

    For contact management and networking

Si todavía no has encontrado lo que buscas aquí, revisa estas herramientas estrechamente relacionadas con el software CRM que hemos probado y evaluado.

Criterios de selección de alternativas a Zoho CRM

Cuando evalúas alternativas a Zoho CRM, todo se trata de encontrar una herramienta que se adapte a tus necesidades específicas. Esto significa enfocarse en las funciones que más importan para tu empresa, ya sea una mejor personalización, facilidad de uso o integraciones que facilitan el trabajo. He estado en tu posición, probando e investigando estas herramientas, y estoy aquí para ayudarte a centrarte en lo importante. Analicemos los criterios que tendrán mayor impacto en tu negocio.

Funcionalidad principal (25% del puntaje total):

  • Gestión de contactos
  • Gestión del pipeline de ventas
  • Automatización de tareas
  • Informes y analítica
  • Integración con correo electrónico

Funciones destacadas adicionales (25% de la puntuación total ponderada): 

  • Información impulsada por IA para previsión de ventas
  • Paneles personalizables
  • Automatización avanzada de flujos de trabajo
  • Capacidades de aplicación móvil
  • Integración con aplicaciones de terceros

Usabilidad (10% de la puntuación total ponderada): 

  • Interfaz de usuario intuitiva
  • Funcionalidad de arrastrar y soltar
  • Vistas y diseños personalizables
  • Acceso basado en roles fácil de configurar
  • Mínimos clics para completar tareas

Onboarding (10% de la puntuación total ponderada): 

  • Disponibilidad de videos de capacitación
  • Recorridos interactivos del producto
  • Plantillas predefinidas
  • Chatbots para ayuda instantánea
  • Webinars para formación en profundidad

Atención al cliente (10% de la puntuación total ponderada): 

  • Disponibilidad de soporte 24/7
  • Múltiples canales de soporte (chat, email, teléfono)
  • Gestores de cuenta dedicados
  • Base de conocimientos integral
  • Tiempo de respuesta rápido

Relación calidad-precio (10% de la puntuación total ponderada): 

  • Planes de precios competitivos
  • Estructura de precios transparente
  • Disponibilidad de prueba gratuita
  • Descuentos para suscripciones anuales
  • Relación entre funciones y precio

Reseñas de clientes (10% de la puntuación total ponderada): 

  • Valoraciones de satisfacción general
  • Opiniones sobre la facilidad de uso
  • Comentarios sobre la calidad del soporte al cliente
  • Opiniones sobre la eficacia de las funciones
  • Testimonios de usuarios sobre el ROI

Por Qué Buscar Una Alternativa a Zoho CRM

Puede que estés buscando una alternativa a Zoho CRM por las siguientes razones: 

  • Complejidad de la interfaz de usuario: La interfaz sobrecargada de funciones de Zoho CRM puede resultar demasiado difícil de navegar, ralentizando las operaciones diarias. Es posible que busques una alternativa con un diseño más limpio y fácil de usar que haga que los flujos de trabajo sean un poco más intuitivos. 
  • Limitaciones de personalización: La personalización de Zoho CRM no es suficiente para las necesidades de tu empresa. Puede que busques un CRM que te ofrezca los módulos y campos personalizados que necesitas, lo cual sería una mejor elección.  
  • Problemas de integración: Compatibilidad limitada o problemas con terceros, lo que genera frustrantes interrupciones en tu flujo de trabajo. Tu prioridad en una herramienta CRM es la capacidad de integración potente con tu pila tecnológica actual.  
  • Atención al cliente: Necesitas un soporte al cliente ágil y eficaz, has tenido una mala experiencia o simplemente Zoho CRM no cumple con tus expectativas. Existen muchas opciones con varios canales de soporte y excelentes valoraciones. 
  • Preocupaciones por el precio: Zoho CRM podría estar fuera de tu presupuesto, lo que implica un bajo retorno de inversión. Estás intentando encontrar una alternativa más barata, dentro de tu presupuesto, que ofrezca todas las funciones que tu empresa necesita (y elimine lo que no es necesario).

Las alternativas a Zoho CRM pueden ofrecer una experiencia de usuario más intuitiva, mayor personalización, integraciones más fluidas, mejor atención al cliente y precios más competitivos. Estas características pueden alinearse mejor con las necesidades de tu empresa y mejorar la eficiencia general.

Características Clave De Las Alternativas a Zoho CRM

A continuación, se muestran algunas de las características clave de Zoho CRM que tu software alternativo debería poder replicar o mejorar para ser una buena opción.

  • Automatización de Fuerzas de Ventas: Automatizar tareas rutinarias de ventas, como la introducción de datos, recordatorios de seguimiento y actualización de registros de clientes, ayuda a los equipos de ventas a ahorrar tiempo y aumentar la eficiencia al reducir la carga de trabajo manual. 
  • Interacción Multicanal: Una función de interacción multicanal conecta a los clientes a través de diversos canales de comunicación, asegurando que las empresas puedan llegar a sus clientes mediante sus métodos preferidos. 
  • Asistente impulsado por IA: Un asistente de ventas impulsado por inteligencia artificial predice oportunidades, tendencias de ventas y el sentimiento de los clientes analizando datos históricos e interacciones actuales, ayudando a los equipos a priorizar sus esfuerzos en los clientes potenciales y oportunidades de venta más prometedoras. 
  • Personalización: Las opciones de personalización extensas permiten a las empresas adaptar la plataforma a sus necesidades. Esto posibilita que los usuarios personalicen módulos, campos y diseños para que se ajusten a sus flujos de trabajo y procesos empresariales. 
  • Automatización de Flujos de Trabajo: La automatización de flujos de trabajo optimiza los procesos empresariales al automatizar tareas repetitivas en función de condiciones predefinidas. Esto reduce el esfuerzo manual y asegura que los procesos se realicen de forma consistente y eficiente. 
  • Análisis e Informes: Las herramientas de análisis e informes generan reportes de actividad de ventas, reportes de embudo y previsiones de ingresos, ayudando a las empresas a obtener información sobre sus operaciones comerciales y a realizar un seguimiento del desempeño en ventas.
  • Gestión de Leads: La función de gestión de leads distribuye y puntúa automáticamente los clientes potenciales para ayudar a los equipos de ventas a priorizar los seguimientos. Esto facilita que los equipos se enfoquen en las oportunidades más prometedoras, aumentando las posibilidades de cerrar ventas. 
  • Gestión de Contactos: Un sistema de gestión de contactos ofrece información en tiempo real sobre las interacciones de los clientes a través de varios canales, proporcionando una visión completa de la historia y preferencias de cada cliente. Esto ayuda a los equipos a construir relaciones más sólidas al comprender las necesidades de sus clientes. 
  • Colaboración en Equipo: La funcionalidad de colaboración en equipo incluye herramientas como bibliotecas de documentos, calendarios y mensajería en tiempo real para facilitar la colaboración efectiva. Estas funciones ayudan a los equipos a mantenerse organizados, compartir información importante y comunicarse de manera eficiente. 
  • Seguridad: La estricta seguridad de los datos protege la información del usuario con cifrado avanzado, copias de seguridad regulares y controles de acceso basados en roles, salvaguardándola contra accesos no autorizados e infracciones. 

¿Qué sigue? 

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