Envestnet Tamarac vs. Zoho CRM
| Product | Rating | Most Used By | Product Summary | Starting Price |
|---|---|---|---|---|
 Envestnet Tamarac | Score4.8 out of 10 | N/A | Envestnet Tamarac (part of Envestnet since 2012) is a financial services CRM featuring a client engagement tools such as a client portal, interactive reporting, customizable PDF reports, document vault, budgeting tools, mobile app, as integrated financial planning. | N/A |
 Zoho CRM | Score8.7 out of 10 | N/A | Zoho CRM is a simple, very low-cost CRM option for the smaller end of the SMB segment. The product has several useful integrations with other products, including QuickBooks, and Google Apps and Google Docs. The product also has an integrated project management module. | $14 per month |
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| Editions & Modules | No answers on this topic |
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| Offerings |
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| Entry-level Setup Fee | No setup fee | $14 /user/month | ||||||||||||||
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| Sales Force Automation |
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| Customer Service & Support |
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| Marketing Automation |
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| CRM Project Management |
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| CRM Reporting & Analytics |
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| Customization |
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| Security |
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| Integrations with 3rd-party Software |
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| Platform |
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| Envestnet Tamarac | Zoho CRM | |
|---|---|---|
| Likelihood to Recommend | - | 8.6 |
| Likelihood to Renew | - | 7.6 |
| Usability | - | 7.8 |
| Availability | - | 8.8 |
| Performance | - | 8.5 |
| Support Rating | - | 6.1 |
| In-Person Training | - | 8.0 |
| Online Training | - | 5.5 |
| Implementation Rating | - | 5.6 |
| Configurability | - | 5.1 |
| Contract Terms and Pricing Model | - | 9.5 |
| Ease of integration | - | 7.2 |
| Product Scalability | - | 5.7 |
| Professional Services | - | 8.3 |
| Vendor post-sale | - | 7.7 |
| Vendor pre-sale | - | 7.8 |