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Zoho CRM VS PocketGuard

Compare Zoho CRM VS PocketGuard and see what are their differences

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Zoho CRM logo Zoho CRM

Omnichannel CRM for Businesses of all sizes
Visit Website

PocketGuard logo PocketGuard

PocketGuard categorizes and organizes your expenses, monthly bills and subscriptions into clear, beautiful tabs and graphs, so you will always be on top of your finances.
  • Zoho CRM Landing page
    Landing page //
    2022-03-09

Zoho CRM empowers small to large-sized organizations with a complete customer relationship lifecycle management solution for managing organization-wide Sales, Marketing, Customer Support & Service and Inventory Management in a single business system. Zoho has over 40 in-built app integrations and 500+ third-party extensions to choose from. More than 60 million users worldwide trust Zoho.

  • PocketGuard Landing page
    Landing page //
    2023-07-25

Zoho CRM

Website
zoho.com
Pricing URL
Official Zoho CRM Pricing
$ Details
freemium $14.0 / Annually ($14 USD/monthly on Annual Subscription.)
Platforms
Cloud Web iOS Android iPhone
Release Date
1996 June
Edit details

PocketGuard

Website
pocketguard.com
Pricing URL
-
$ Details
-
Platforms
-
Release Date
-
Edit details

Zoho CRM features and specs

  • Sales Force Automation: Lead, Deal and Contact Management; Workflow Automation
  • Process Management: Sales Process Builder; Processing Rules
  • Omnichannel: Email; Telephony; Social; Customer Portals
  • Analytics and Reporting: Reports; Analytical Components; Capabilities
  • Sales Enablement: Quotes and Finance; Partner Portals; Calendar; G Suite and Office 365
  • Performance Management: Forecasting; Currencies; Territory Management; Gamification
  • Predictive Intelligence: Lead and Deal Prediction; Macro Suggestions; Zia Voice
  • Customization: Layouts; Custom Components; Views and Filters; Global Selling
  • Marketing Automation: Customer Segmentation; Lead Nurturing; Google Ad Integrations; Event Management
  • Team Collaboration: Yes
  • Mobile Apps: Yes
  • Security: Roles, Profiles, Teams; Data Security; Compliance
  • Developer Platform: REST API; Widgets; Web and Mobile SDK; Functions

PocketGuard features and specs

No features have been listed yet.

Zoho CRM videos

+ Add

Get to know Zoho CRM

More videos:

  • Review - Zoho CRM vs. Salesforce Sales Cloud
  • Review - ZOHO CRM Review - CRM software review
  • Review - Zoho CRM Review (2019) - Yes, It's Cheap. But Is It Also Good?
  • Review - Zoho CRM 2021 Review: What Is It, Key Features, Pros And Cons, And More
  • Review - Zoho CRM Review 2021
  • Review - Zoho CRM Review: Good value, but flawed a lot of non-essential ways
  • Tutorial - How to use Zoho CRM | Free CRM Software for Small Business [2023]

PocketGuard videos

+ Add

How to Budget + Manage Cash + Track finance - PocketGuard App: Personal Finance, Money Organizer

Category Popularity

0-100% (relative to Zoho CRM and PocketGuard)

Zoho CRM

PocketGuard

CRM
100 100%
CRM
0% 0
Personal Finance
0 0%
Personal Finance
100% 100
Sales
100 100%
Sales
0% 0
Financial Planner
0 0%
Financial Planner
100% 100

User comments

Share your experience with using Zoho CRM and PocketGuard. For example, how are they different and which one is better?
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Reviews

These are some of the external sources and on-site user reviews we've used to compare Zoho CRM and PocketGuard

Zoho CRM Reviews

  1. Web-based online office suite

    Zoho CRM empowers SMBs & enterprises with a 360º customer relationship lifecycle management solution. Key features include contact management, sales funnels, pipeline management, workflow automation, AI-powered conversational assistant, task management, managing marketing campaigns, sales forecasting, customer support & service, inventory management, reporting & analytics, and seamlessly integrating with 500+ popular business apps in a single business system.

Top 9 Best Copper CRM Alternatives for Businesses in 2023
Zoho CRM is one of several programs available in Zoho’s app ecosystem, which is similar to Salesforce’s app exchange. Zoho CRM’s reporting is solid, allowing users to report across products, locations, and applications. The CRM provides basic contact management as well as automation, such as transforming website visitors into leads.
Source: magenest.com
Top 21 Salesforce’s Competitors and Alternatives
Zoho offers a cloud-based CRM designed to help businesses create, manage, and organize data to boost sales and revenue. The company attracted more than 10 million users in 2020, reaching over 60 million users. For full-year 2021, Zoho’s revenue surged to $690 million.
Source: bstrategyhub.com
14 Best Copper CRM Alternatives to Use in 2022
Zoho CRM is a reliable Copper CRM alternative that helps you engage with customers more effectively. You can connect with your prospects and customers using their preferred communication channels, including emails, social media, etc. Zoho CRM helps conserve time and resources by automating time-consuming tasks. Real-time reporting and analytics help you track relevant KPIs...
Source: www.bigcontacts.com
10 Best eCommerce CRM Softwares | eCommerce Solutions 2020
Many companies use this CRM tool to help out their customers. We love how you can link Zoho CRM to your Facebook and Twitter pages - this could be especially useful for eCommerce stores that focus on these areas to market their company.
Source: www.3dsellers.com
What is CRM?
Zoho was born as an Open source alternative to Saleforce. Once it achieved a relevant market share, it switched to a closed cloud model. It is tremendously similar in its operation and characteristics, its differential point being the slightly lower price.
Source: prokom.es

PocketGuard Reviews

Top 15 Budget Apps to Make Your Personal Finance Goals Easy
With Pocketguard, you can build a customized budget based on your spending habits. One nice feature is that it lets you know when you have leftover “pocket” money after paying bills and other expenses. Pocketguard allows you to set savings goals, like paying off debt or adding money to investment accounts. You can link a goal and goal account, and Pocketguard will deduct...
Source: www.marriagekidsandmoney.com
The 8 Best Budgeting Apps of 2020
This budgeting app even has a feature to help you track each individual bill and find opportunities to save. PocketGuard looks out for recurring bills from phone, TV, and Internet companies, for example, and helps you find a better deal on your monthly service costs. Not only does it help you track your budget, it helps you lower your spending.
Source: www.thebalance.com
7 Best Budgeting Tools and Apps for Personal Finance
Can’t keep yourself from overspending? This app can help. It does what its name suggests – guards you against splurging on things you don’t need with money you don’t have. PocketGuard links your financial accounts and tracks your spending throughout the month. You can set spending limits on each category. The app will notify you when you’re close to the limit, reminding you...
Source: www.softwaresuggest.com

Social recommendations and mentions

Based on our record, PocketGuard should be more popular than Zoho CRM. It has been mentiond 3 times since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.

Zoho CRM mentions (1)

  • Program for managing missed call messages?
    Another option would be zoho.com/crm. We used this one at a much smaller firm that I worked at (5 attorneys, 3 paralegals, 1 secretary). Source: over 1 year ago

PocketGuard mentions (3)

  • Rich Student Poor Student: Money Management Tips for College Students
    2. Control your spending. Track managing your money to identify potential leaks. Modern apps and tools make it easy, helping you spot patterns, cut back, and stay on top of your finances. Use apps like PocketGuard, Goodbudget, and Spendee. They will help you establish a healthy financial balance. Source: 10 months ago
  • My Top 10 Apps and Books for Reaching Financial Goals in 2023
    Pocket Guard- It is a personal finance management app that helps users track their spending, create a budget, and save money. The app links to users' bank accounts and automatically categorizes their spending, allowing them to see where their money is going. Pocket Guard also offers features such as bill reminders and the ability to create customized budget categories. With its simple, user-friendly interface and... Source: over 1 year ago
  • Jumping Ship Due to YNAB price increase??
    There is also https://pocketguard.com/. Source: over 2 years ago

What are some alternatives?

When comparing Zoho CRM and PocketGuard, you can also consider the following products

Pipedrive - Sales pipeline software that gets you organized. Helps you focus on the right deals, so easy to use that salespeople just love it. Great for small teams.

EveryDollar - Budgeting and expense tracking app

Freshsales CRM - A full-fledged CRM for high-velocity sales teams.

Goodbudget - A home budget app based on the envelope budget system. Available on the web, Android, and iPhone.

Copper - Copper (formerly ProsperWorks) is easy-to-use customer relationship management for small businesses. Capture contacts and sales leads direct from Gmail with our simple CRM.

Mint - Free personal finance software to assist you to manage your money, financial planning, and budget planning tools. Achieve your financial goals with Mint.

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