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Zoho CRM vs Partner Insight
Overview
Zoho CRM is a cloud-based customer relationship management (CRM) solution that helps businesses of all sizes close deals smarter, better and faster. The solution lets businesses reach customers through every channel, including telephone, email, social media, and live chat.
Zoho CRM is a cloud-based customer relationship management (CRM) solution that helps businesses of all sizes close deals smarter, better and faster....
Deployment
- Cloud-based
- On-premise
Support Options
- Email/Help Desk
- FAQs/Forum
- Knowledge Base Software
- Phone Support
- 24/7 (Live rep)
- Chat
Partner Insight is a partner management platform that allows companies to collaborate with their channel partners on a single shared platform. Automate partner engagement, reporting and data sharing to grow revenue faster.
Partner Insight is a partner management platform that allows companies to collaborate with their channel partners on a single shared platform....
Deployment
- Cloud-based
- On-premise
Support Options
- Email/Help Desk
- FAQs/Forum
- Knowledge Base Software
- Phone Support
- 24/7 (Live rep)
- Chat
Images
Pricing
Starting from
Not provided by vendor
- Free Version
- Free Trial
- Subscription
Reviews
Ease of Use
4.2/ 5Features
4.3/ 5Customer Service
4.1/ 5Value for Money
4.3/ 5Features
Total features 218
- A/B Testing
- AI Copilot
- AI/Machine Learning
- API
- Access Controls/Permissions
- Accounting Integration
- Accounting Software
- Activity Dashboard
- Activity Tracking
- Alerts/Escalation
- Alerts/Notifications
- Appointment Management
- Appointment Scheduling Software
- Asset Lifecycle Management
- Automated Routing
- Budgeting/Forecasting
- Business Card/Badge Scanning
- Business Process Automation
- Business Process Control
- Buyer Management
- CRM Software
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call Management
- Campaign Analytics
- Campaign Management Software
- Campaign Planning
- Campaign Segmentation
- Channel Analytics
- Channel Management Software
- Chat/Messaging
- Chatbot Software
- Churn Management
- Client Management
- Client Portal
- Client Tracking
- Client/Property Matching
- Collaboration Tools
- Commenting/Notes
- Communication Management
- Configurable Workflow
- Contact Database
- Contact Management Software
- Content Library
- Content Management System (CMS) Software
- Contract/License Management
- Conversion Tracking
- Correlation Analysis
- Customer Activity Tracking
- Customer Database
- Customer Engagement Software
- Customer Experience Management
- Customer History
- Customer Journey Mapping
- Customer Segmentation
- Customer Social Profiles
- Customer Support Software
- Customer Surveys
- Customizable Branding
- Customizable CTAs
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Dashboard Creation
- Dashboard Software
- Data Entry Software
- Data Import/Export
- Data Security
- Data Synchronization
- Data Visualization Software
- Deal Management
- Distributor Management
- Document Management Software
- Document Storage
- Donor Management
- Drag & Drop
- Drip Campaigns
- Email Management Software
- Email Marketing Software
- Email Response Control
- Email Templates
- Email Tracking Software
- Engagement Tracking
- Estimating
- Event Triggered Actions
- Exception Reporting
- Expense Tracking
- Feedback Management
- Field Sales Management
- File Sharing Software
- For AEC Industry
- For Financial Institutions
- For Healthcare
- For Insurance Industry
- For Mac Devices
- For Nonprofits
- For Real Estate
- For Sales Teams/Organizations
- For Small Businesses
- For Startups
- For iPad Devices
- Forecasting
- Gamification Software
- Generative AI
- Goal Management
- Goal Setting/Tracking
- Graphical Data Presentation
- Help Desk Management
- Incentive Management
- Interaction Tracking
- Internal Chat Integration
- Landing Pages/Web Forms
- Lead Capture Software
- Lead Distribution
- Lead Generation Software
- Lead Management Software
- Lead Nurturing Software
- Lead Qualification
- Lead Scoring
- Lead Segmentation
- Live Chat Software
- Loyalty Program
- Marketing Automation Software
- Marketing Calendar
- Meeting Management
- Mobile Access
- Mobile App
- Modeling & Simulation
- Monitoring
- Multi-Campaign
- Multi-Channel Communication
- Multi-Channel Data Collection
- Multi-Channel Marketing
- Multi-Currency
- Multi-Language
- Multivariate Testing
- Negative Feedback Management
- No-Code
- Onboarding Software
- Opportunity Management
- Partner Management
- Partner Portal
- Performance Management
- Performance Metrics
- Pipeline Management
- Pipeline Reports
- Predictive Analytics Software
- Price/Margin Management
- Prioritization
- Product Catalog
- Progress Tracking
- Project Management Software
- Project Tracking Software
- Projections
- Proposal Generation
- Prospecting Tools
- Quota Planning
- Quotes/Estimates
- ROI Tracking
- Real-Time Analytics
- Real-Time Data
- Real-Time Notifications
- Real-Time Reporting
- Real-Time Updates
- Referral Management
- Referral Tracking
- Relationship Tracking
- Reminders
- Remote Access/Control
- Reporting & Statistics
- Reporting/Analytics
- Rewards Management
- Role-Based Permissions
- Sales Activity Management
- Sales Analytics
- Sales Approval
- Sales Automation
- Sales Forecasting Software
- Sales Pipeline Management
- Sales Planning
- Sales Reports
- Sales Trend Analysis
- Scheduling Software
- Search
- Search Marketing
- Search/Filter
- Segmentation
- Self Service Portal
- Service Level Agreement (SLA) Management
- Social Marketing
- Social Media Integration
- Social Media Monitoring Software
- Social Promotion
- Source Tracking
- Statistical Analysis Software
- Survey/Poll Management
- Surveys & Feedback
- Tagging
- Task Management Software
- Task Progress Tracking
- Task Scheduling
- Team Assignments
- Template Management
- Templates
- Territory Management
- Text Analysis Software
- Third-Party Integration
- Third-Party Integrations
- Training Management
- Transaction History
- Trend Analysis
- User Management
- Visual Analytics
- Warranty Tracking
- Web Forms
- Web-based Deployment
- Website Integration
- Website Visitor Tracking
- Widgets
- Workflow Configuration
- Workflow Management Software
- eCommerce Management
Total features 44
- A/B Testing
- AI Copilot
- AI/Machine Learning
- API
- Access Controls/Permissions
- Accounting Integration
- Accounting Software
- Activity Dashboard
- Activity Tracking
- Alerts/Escalation
- Alerts/Notifications
- Appointment Management
- Appointment Scheduling Software
- Asset Lifecycle Management
- Automated Routing
- Budgeting/Forecasting
- Business Card/Badge Scanning
- Business Process Automation
- Business Process Control
- Buyer Management
- CRM Software
- Calendar Management
- Calendar Sync
- Calendar/Reminder System
- Call Management
- Campaign Analytics
- Campaign Management Software
- Campaign Planning
- Campaign Segmentation
- Channel Analytics
- Channel Management Software
- Chat/Messaging
- Chatbot Software
- Churn Management
- Client Management
- Client Portal
- Client Tracking
- Client/Property Matching
- Collaboration Tools
- Commenting/Notes
- Communication Management
- Configurable Workflow
- Contact Database
- Contact Management Software
- Content Library
- Content Management System (CMS) Software
- Contract/License Management
- Conversion Tracking
- Correlation Analysis
- Customer Activity Tracking
- Customer Database
- Customer Engagement Software
- Customer Experience Management
- Customer History
- Customer Journey Mapping
- Customer Segmentation
- Customer Social Profiles
- Customer Support Software
- Customer Surveys
- Customizable Branding
- Customizable CTAs
- Customizable Fields
- Customizable Forms
- Customizable Reports
- Customizable Templates
- Dashboard Creation
- Dashboard Software
- Data Entry Software
- Data Import/Export
- Data Security
- Data Synchronization
- Data Visualization Software
- Deal Management
- Distributor Management
- Document Management Software
- Document Storage
- Donor Management
- Drag & Drop
- Drip Campaigns
- Email Management Software
- Email Marketing Software
- Email Response Control
- Email Templates
- Email Tracking Software
- Engagement Tracking
- Estimating
- Event Triggered Actions
- Exception Reporting
- Expense Tracking
- Feedback Management
- Field Sales Management
- File Sharing Software
- For AEC Industry
- For Financial Institutions
- For Healthcare
- For Insurance Industry
- For Mac Devices
- For Nonprofits
- For Real Estate
- For Sales Teams/Organizations
- For Small Businesses
- For Startups
- For iPad Devices
- Forecasting
- Gamification Software
- Generative AI
- Goal Management
- Goal Setting/Tracking
- Graphical Data Presentation
- Help Desk Management
- Incentive Management
- Interaction Tracking
- Internal Chat Integration
- Landing Pages/Web Forms
- Lead Capture Software
- Lead Distribution
- Lead Generation Software
- Lead Management Software
- Lead Nurturing Software
- Lead Qualification
- Lead Scoring
- Lead Segmentation
- Live Chat Software
- Loyalty Program
- Marketing Automation Software
- Marketing Calendar
- Meeting Management
- Mobile Access
- Mobile App
- Modeling & Simulation
- Monitoring
- Multi-Campaign
- Multi-Channel Communication
- Multi-Channel Data Collection
- Multi-Channel Marketing
- Multi-Currency
- Multi-Language
- Multivariate Testing
- Negative Feedback Management
- No-Code
- Onboarding Software
- Opportunity Management
- Partner Management
- Partner Portal
- Performance Management
- Performance Metrics
- Pipeline Management
- Pipeline Reports
- Predictive Analytics Software
- Price/Margin Management
- Prioritization
- Product Catalog
- Progress Tracking
- Project Management Software
- Project Tracking Software
- Projections
- Proposal Generation
- Prospecting Tools
- Quota Planning
- Quotes/Estimates
- ROI Tracking
- Real-Time Analytics
- Real-Time Data
- Real-Time Notifications
- Real-Time Reporting
- Real-Time Updates
- Referral Management
- Referral Tracking
- Relationship Tracking
- Reminders
- Remote Access/Control
- Reporting & Statistics
- Reporting/Analytics
- Rewards Management
- Role-Based Permissions
- Sales Activity Management
- Sales Analytics
- Sales Approval
- Sales Automation
- Sales Forecasting Software
- Sales Pipeline Management
- Sales Planning
- Sales Reports
- Sales Trend Analysis
- Scheduling Software
- Search
- Search Marketing
- Search/Filter
- Segmentation
- Self Service Portal
- Service Level Agreement (SLA) Management
- Social Marketing
- Social Media Integration
- Social Media Monitoring Software
- Social Promotion
- Source Tracking
- Statistical Analysis Software
- Survey/Poll Management
- Surveys & Feedback
- Tagging
- Task Management Software
- Task Progress Tracking
- Task Scheduling
- Team Assignments
- Template Management
- Templates
- Territory Management
- Text Analysis Software
- Third-Party Integration
- Third-Party Integrations
- Training Management
- Transaction History
- Trend Analysis
- User Management
- Visual Analytics
- Warranty Tracking
- Web Forms
- Web-based Deployment
- Website Integration
- Website Visitor Tracking
- Widgets
- Workflow Configuration
- Workflow Management Software
- eCommerce Management
Integrations
- 2iNova Practice Management Software
- ActiveCampaign
- Avaya Experience Platform
- Bedrock Data
- Box
- Dealfront
- Docusign
- Dropbox Business
- Eventbrite
- GetResponse
- Gmail
- GoTo Meeting
- Google Ads
- Google Analytics 360
- Google Calendar
- Google Drive
- Google Workspace
- HubSpot CRM
- Join.Me
- Jotform
- Kixie PowerCall
- Klenty
- Knowlarity
- Kudosity
- LinkedIn for Business
- Mailchimp
- Meta for Business
- Microsoft 365
- Microsoft Outlook
- Operations Hub
- PandaDoc
- PayPal
- Proposify
- QuickBooks Online
- QuoteWerks
- Quoter
- RingCX
- SMS-Magic
- Saasu
- Salesforce Starter
- Shopify
- SimplyCast
- Skyvia
- Slack
- SurveyMonkey
- Trello
- Twilio
- Twitter/X
- Xero
- Zapier
- Zendesk Suite
- Zoho Analytics
- Zoho Assist
- Zoho Billing
- Zoho Books
- Zoho Campaigns
- Zoho Cliq
- Zoho Creator
- Zoho Desk
- Zoho Expense
- Zoho Forms
- Zoho Mail
- Zoho Meeting
- Zoho Projects
- Zoho SalesIQ
- Zoho Sign
- Zoho Social
- Zoho Survey
- Zoho Writer
- iQuoteXpress
- mailparser.io
- 2iNova Practice Management Software
- ActiveCampaign
- Avaya Experience Platform
- Bedrock Data
- Box
- Dealfront
- Docusign
- Dropbox Business
- Eventbrite
- GetResponse
- Gmail
- GoTo Meeting
- Google Ads
- Google Analytics 360
- Google Calendar
- Google Drive
- Google Workspace
- HubSpot CRM
- Join.Me
- Jotform
- Kixie PowerCall
- Klenty
- Knowlarity
- Kudosity
- LinkedIn for Business
- Mailchimp
- Meta for Business
- Microsoft 365
- Microsoft Outlook
- Operations Hub
- PandaDoc
- PayPal
- Proposify
- QuickBooks Online
- QuoteWerks
- Quoter
- RingCX
- SMS-Magic
- Saasu
- Salesforce Starter
- Shopify
- SimplyCast
- Skyvia
- Slack
- SurveyMonkey
- Trello
- Twilio
- Twitter/X
- Xero
- Zapier
- Zendesk Suite
- Zoho Analytics
- Zoho Assist
- Zoho Billing
- Zoho Books
- Zoho Campaigns
- Zoho Cliq
- Zoho Creator
- Zoho Desk
- Zoho Expense
- Zoho Forms
- Zoho Mail
- Zoho Meeting
- Zoho Projects
- Zoho SalesIQ
- Zoho Sign
- Zoho Social
- Zoho Survey
- Zoho Writer
- iQuoteXpress
- mailparser.io
