Skip to main content

Zoho CRM è uno strumento che aiuta le aziende a gestire le relazioni con i clienti, monitorare le vendite e automatizzare i flussi di lavoro, offrendo una soluzione completa per i team di vendita e marketing. 

Tuttavia, alcuni utenti potrebbero cercare alternative a causa della mancanza di opzioni di personalizzazione o dell’interfaccia poco intuitiva. Ecco i miei suggerimenti per le migliori alternative a Zoho CRM per chi sta valutando soluzioni CRM.

Che cos’è Zoho CRM?

Zoho CRM è un software di gestione delle relazioni con i clienti pensato per aiutare le aziende a gestire le attività di vendita, marketing e assistenza clienti. È comunemente utilizzato da team commerciali, professionisti del marketing e addetti al servizio clienti per tracciare le interazioni, automatizzare i flussi di lavoro e analizzare i dati dei clienti.

Perché fidarsi delle nostre recensioni software

Testiamo e recensiamo software per la gestione dei flussi di lavoro dal 2022. Essendo anche noi esperti di revenue operations, sappiamo quanto sia cruciale e difficile prendere la decisione giusta nella scelta di un software. Investiamo in ricerche approfondite per aiutare il nostro pubblico a fare scelte d’acquisto più consapevoli. 

Abbiamo testato oltre 2.000 strumenti per diversi casi d’uso nelle Revenue Operations e scritto oltre 1.000 recensioni approfondite di software. Scopri come garantiamo la trasparenza e la nostra metodologia di recensione software.

Migliori alternative a Zoho CRM: riepilogo

Le migliori alternative a Zoho CRM

In questa analisi, offrirò uno sguardo approfondito su varie alternative a Zoho CRM. Ti guiderò tra vantaggi e svantaggi, funzionalità e migliori casi d’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

Altre alternative a Zoho CRM

Di seguito trovi un elenco aggiuntivo di alternative a Zoho CRM che abbiamo selezionato, ma che non sono entrate nella top list. Vale la pena darci un’occhiata.

  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

Se non hai ancora trovato quello che cerchi qui, dai un’occhiata a questi strumenti strettamente collegati al software CRM che abbiamo testato e valutato.

Criteri di selezione delle alternative a Zoho CRM

Quando valuti le alternative a Zoho CRM, la scelta giusta dipende dal trovare uno strumento che soddisfi le tue esigenze specifiche. Questo significa concentrarsi sulle funzionalità che contano di più per la tua azienda—che si tratti di personalizzazione, facilità d’uso o integrazioni che semplificano la vita. Sono stato nella tua situazione, provando e analizzando questi strumenti, e sono qui per aiutarti a focalizzare su ciò che è davvero importante. Vediamo insieme i criteri che avranno il maggior impatto sul tuo business.

Funzionalità principali (25% del punteggio totale):

  • Gestione contatti
  • Gestione pipeline di vendita
  • Automazione delle attività
  • Reportistica e analisi
  • Integrazione email

Funzionalità aggiuntive di rilievo (25% del punteggio totale pesato): 

  • Approfondimenti guidati dall’intelligenza artificiale per la previsione delle vendite
  • Dashboard personalizzabili
  • Automazione avanzata dei flussi di lavoro
  • Funzionalità dell'app mobile
  • Integrazione con applicazioni di terze parti

Usabilità (10% del punteggio totale pesato): 

  • Interfaccia utente intuitiva
  • Funzionalità drag-and-drop
  • Viste e layout personalizzabili
  • Accesso basato sul ruolo facilmente configurabile
  • Attività completabili con pochi click

Onboarding (10% del punteggio totale pesato): 

  • Disponibilità di video formativi
  • Tour interattivi del prodotto
  • Modelli preconfigurati
  • Chatbot per assistenza immediata
  • Webinar per formazione approfondita

Assistenza clienti (10% del punteggio totale pesato): 

  • Disponibilità assistenza 24/7
  • Vari canali di supporto (chat, email, telefono)
  • Account manager dedicati
  • Base di conoscenza completa
  • Tempi di risposta rapidi

Rapporto qualità-prezzo (10% del punteggio totale pesato): 

  • Piani tariffari competitivi
  • Struttura dei prezzi trasparente
  • Disponibilità di prova gratuita
  • Sconti per abbonamenti annuali
  • Rapporto funzionalità/prezzo

Recensioni dei clienti (10% del punteggio totale pesato): 

  • Valutazioni complessive di soddisfazione
  • Feedback sulla facilità d’uso
  • Commenti sulla qualità dell’assistenza clienti
  • Approfondimenti sull’efficacia delle funzionalità
  • Testimonianze degli utenti sul ROI

Perché cercare un’alternativa a Zoho CRM

Potresti cercare un’alternativa a Zoho CRM per i seguenti motivi: 

  • Complessità dell’interfaccia utente: l’interfaccia ricca di funzionalità di Zoho CRM potrebbe risultare troppo difficile da navigare, rallentando le operazioni quotidiane. Potresti voler trovare un’alternativa con un layout più pulito e intuitivo che renda i flussi di lavoro più semplici. 
  • Limiti di personalizzazione: la personalizzazione di Zoho CRM non è sufficiente per le esigenze della tua azienda. Stai cercando un CRM che offra i moduli e i campi personalizzati di cui hai bisogno, e che rappresenti una scelta migliore.  
  • Problemi di integrazione: la compatibilità limitata o difficoltà con terze parti possono causare interruzioni frustranti del flusso di lavoro. La tua priorità in uno strumento CRM è la capacità di integrarsi in modo efficace con il tuo stack tecnologico esistente.  
  • Assistenza clienti: hai bisogno di un servizio clienti reattivo ed efficace, hai avuto una brutta esperienza oppure Zoho CRM non soddisfa le tue aspettative. Esistono molte opzioni con diversi canali di supporto e recensioni eccezionali. 
  • Preoccupazioni sui prezzi: Zoho CRM potrebbe essere fuori dal tuo budget, portando a un cattivo ROI. Cerchi un’alternativa più economica che rientri nel tuo budget e che offra tutte le funzionalità necessarie per la tua azienda (e senza inutili extra).

Le alternative a Zoho CRM possono offrire un’esperienza utente più intuitiva, maggiore personalizzazione, integrazioni più fluide, migliore assistenza clienti e prezzi più competitivi. Queste caratteristiche possono essere più in linea con le esigenze della tua attività e migliorare l’efficienza complessiva.

Caratteristiche principali delle alternative a Zoho CRM

Ecco alcune caratteristiche fondamentali di Zoho CRM che il tuo software alternativo dovrebbe essere in grado di replicare o migliorare per adattarsi alle tue esigenze.

  • Automazione della forza vendita: Automatizzare le attività di vendita di routine, come l'inserimento dei dati, i promemoria per i follow-up e l'aggiornamento dei dati dei clienti, aiuta i team di vendita a risparmiare tempo e ad aumentare l'efficienza riducendo il lavoro manuale. 
  • Engagement multicanale: Una funzione di engagement multicanale collega i clienti attraverso vari canali di comunicazione, assicurando che le aziende possano raggiungere i loro clienti con le modalità che preferiscono. 
  • Assistente basato su IA: Un assistente alle vendite alimentato dall'intelligenza artificiale prevede lead, tendenze di vendita e sentimenti dei clienti analizzando dati storici e interazioni attuali, aiutando i team a dare priorità agli sforzi verso i lead e le opportunità di vendita futura più promettenti. 
  • Personalizzazione: Ampie opzioni di personalizzazione consentono alle aziende di adattare la piattaforma alle proprie esigenze. Gli utenti possono personalizzare moduli, campi e layout per rispecchiare i loro flussi di lavoro e processi aziendali. 
  • Automazione dei flussi di lavoro: L’automazione dei flussi di lavoro ottimizza i processi aziendali, automatizzando compiti ripetitivi in base a condizioni predefinite. Questo riduce il lavoro manuale e assicura che i processi vengano eseguiti in modo coerente ed efficiente. 
  • Analisi e reportistica: Gli strumenti di analisi e reportistica generano report sulle attività di vendita, report sui pipeline e previsioni di fatturato, aiutando le aziende ad acquisire insight sulle operations di vendita e monitorare le performance commerciali.
  • Gestione dei lead: Una funzione di gestione dei lead distribuisce e valuta automaticamente i lead per aiutare i team di vendita a dare priorità ai follow-up. Ciò permette ai team di vendita di concentrarsi sui lead più promettenti, aumentando le possibilità di chiusura delle trattative. 
  • Gestione dei contatti: Un sistema di gestione dei contatti offre insight in tempo reale sulle interazioni dei clienti attraverso diversi canali, fornendo una visione completa della storia e delle preferenze di ciascun cliente. Questo aiuta i team a costruire relazioni più forti comprendendo le esigenze dei loro clienti. 
  • Collaborazione tra team: La funzione di collaborazione tra team include strumenti come librerie di documenti, calendari e messaggistica in tempo reale per facilitare una collaborazione efficace. Queste funzionalità aiutano i team a rimanere organizzati, condividere informazioni importanti e comunicare in modo efficiente. 
  • Sicurezza: La rigorosa sicurezza dei dati degli utenti è garantita con la crittografia avanzata, backup regolari e controlli di accesso basati sui ruoli, proteggendo i dati da accessi non autorizzati e violazioni. 

Cosa succede ora? 

Vuoi migliorare il tuo approccio RevOps? Iscriviti alla newsletter The CRO Club per ricevere consigli di esperti, recensioni di software e altre risorse che ti aiuteranno a raggiungere una crescita prevedibile e su larga scala.