OptaPlan vs. Zoho CRM
| Product | Rating | Most Used By | Product Summary | Starting Price |
|---|---|---|---|---|
 OptaPlan | N/A | N/A | OptaPlan is an order management tool. Make custom TNA for each buyer, execute & review them as they progress. Works as an early warning system for pro-active decision making. The application is specifically designed for export houses where managing TNA is very critical for successful execution of orders. It Improves team productivity through proper work management as well as provides excellent control over the processes through management review dashboard. The vendor says it is user… | 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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| 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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| OptaPlan | Zoho CRM | |
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| 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 | - | 7.7 |