360° view right out-of-the-box
Everything about your customers. Leads, opportunities, quotes, orders, invoices, tickets, etc. in just one CloudOffix platform.
Use one tool, instead of buying and integrating multiple tools. Sales, Marketing, Service, e-Commerce, Invoicing, Project, etc.
The customization options in Zoho CRM are very limited compared with the low-code development features of CloudOffix.
Beautiful UI Design
It is easier for people to use CloudOffix and adopt it. We all know that people do not have endless hours to learn a new system. Thanks to the beautiful UI of CloudOffix. Users can start to benefit from the system in Day 1. Both new CRM users and users shifting from Zoho CRM can use CloudOffix happily and your sales team can start selling more.
More than CRM
Zoho CRM is one of the first generation cloud CRM tools. These first generation CRM tools mostly focus on managing opportunities and forecasting. On the other hand, in today's competitive business, customers need more than this. Thus, in addition to the basic requirement of CRM tools, CloudOffix also helps customers sell more. That's why CloudOffix has more features than a standard CRM. Daily visitor tracking, email tracking, scheduled email sending are some of the cool features that help customers sell more.
Unique Licensing Model
Nearly all of the CRM tools in the market including Zoho CRM have named licensing model. You need to buy enough amount of user licenses for all users that need to login to the system. In addition to this standard licensing model, CloudOffix is the first and only company that offers concurrent licensing model in cloud. This solution shows the customer friendliness of CloudOffix in terms of licensing.
Context Based Collaboration
Collaboration is very popular in today's business. In order to close a deal, you may need to collaborate with different team members. That's why being able to collaborate on the deal with different team members is a vital need. In CloudOffix, you can collaborate with team members directly where the information is. That's why we call this Context based collaboration, and it does not exist in other tools.
As a business leader, you can combine all different information in the system in a single dashboard. With the help of reporting, you can concentrate on how to drive growth. Since all the information about sales, marketing, service, project, etc. exist in the same application, you can combine all this information to relate with each other. So you can analyze the current performance of the sales team and make decisions to make it better.
Light on the wallet, heavy on functionalities
CloudOffix is an all-in-one-solution that allows you to get the best experience without having to spend extra apps, implementation, or maintenance. Also, by the help of concurrent licensing model, you can create unlimited number of users with a very affordable price compared with Zoho CRM. Zoho CRM pricing is very high compared with the functionalities. At CloudOffix, you pay for functionality, not the name.
Zoho CRM is very limited in terms of customization. That's why it is not widely used in enterprise companies. On the other hand, every thing you need can be implemented in CloudOffix. Low-code development features of CloudOffix is well beyond Zoho CRM. We all know that every sales process of companies are different from each other. It is always needed to customize the standard features of a CRM solution. This is well possible in CloudOffix, but not in Zoho CRM. You can buy a CRM solution as Zoho CRM, but you can't do a CRM project with Zoho CRM. On the other hand, you can a very good CRM project with CloudOffix.
Workflow automation is very important for companies during sales automation process. Workflows differ from company to company. That's why creating workflows on different sales models is vital for successful implementation of a sales process of a company in a CRM system. On the other hand, workflow automation capability is very limited in Zoho CRM whereas CloudOffix has all the features for you to create your own workflows.