Zoho One
vs
Upsales
Zoho One
Upsales
Company size
Number of employees
Microenterprises (1-10)
Small business (11-100)
Medium-sized enterprises (101-500)
Large companies (500+)
Microenterprises (1-10)
Small business (11-100)
Medium-sized enterprises (101-500)
Large companies (500+)
Platform
Cloud service
Mobile app
Cloud service
Mobile app
Price information
Free trial
Price model module
Subscription price model
Price model license
Free trial
Price model module
Subscription price model
Price model license
Product features in CRM Software
API integration
Calendar integration & reminder
Call directly from CRM
Call lists
Contact/ prospect handling
Create documents & agreements
Dashboard - Sales overview
E-mail campaigns
e-signature
Education
Integrated sales processes
Lead generation via the web
Lead Score
Pipe management
Quote configurator/CPQ
Reminder
Retailers
Sales forecasts & data
Send newsletter from CRM
Social media integration
Track leads
API integration
Calendar integration & reminder
Call directly from CRM
Call lists
Contact/ prospect handling
Create documents & agreements
Dashboard - Sales overview
E-mail campaigns
e-signature
Education
Integrated sales processes
Lead generation via the web
Lead Score
Pipe management
Quote configurator/CPQ
Reminder
Retailers
Har marke...
Sales forecasts & data
Send newsletter from CRM
Social media integration
Track leads
Product features in Marketing Automation Software
Cart left
Create form
Lead generation
Lead Score
Personalised communication
Scheduling events
Segment flows
Split testing / a-b
Webhook
Cart left
Create form
Lead generation
Lead Score
Personalised communication
Scheduling events
Segment flows
Split testing / a-b
Webhook
Product features in Sales Enablement Software
Calendar integration and reminders
Contact and prospect handling
Creating documents and agreements
Dashboard
E-mail campaigns
Pipe management
Sales forecasts
Statistics and reports
Calendar integration and reminders
Contact and prospect handling
Creating documents and agreements
Dashboard
E-mail campaigns
Pipe management
Sales forecasts
Statistics and reports
Reviews
Based on 5 reviews
Based on 9 reviews
Ease of use
Cooperation with the supplier
Support and service
Range of functions
Customisation and flexibility
Integration
Value for money
How satisfied are you overall?
Ease of use
Cooperation with the supplier
Support and service
Range of functions
Customisation and flexibility
Integration
Value for money
How satisfied are you overall?
Reviews
Pros
What we value most is the ability to customise Zoho to suit our actual service processes and operational needs.
Nordic CRM has helped us to develop and continuously improve a bespoke solution for managing service orders. They understand how our staff work in practice and can quickly translate new requirements into specific changes to the system’s forms, fields, workflows and user interface.
The collaboration is flexible, solution-oriented and characterised by a good understanding of our business.
Nordic CRM is more than just a CRM provider to us. They are a long-term partner who understand our business and continuously help us to develop and optimise our Zoho solution.
They work proactively and put forward suggestions for improvement that both meet our current needs and prepare the system for future requirements. Their support is exceptionally quick and efficient, and the team’s understanding of both Zoho and our business processes makes our collaboration run very smoothly.
Ease of use, note centre, follow-up and snapshot. Order and organisation.
There are many features that are appreciated, but what I like most about Upsales is that you get a very good overview of your opportunities and lead score.
Reviews
Cons
An advanced, bespoke solution requires ongoing maintenance and further development as processes, products and internal requirements change.
This means that new requirements sometimes need to be analysed and tested before they can be implemented. At the same time, flexibility is one of the solution’s greatest strengths, and Nordic CRM helps us to prioritise and implement the changes in a structured manner.
The Zoho platform is constantly evolving, and our own needs have also changed over the years. Consequently, the solution requires regular optimisation and maintenance rather than just a one-off set-up.
We don’t see this as a major problem, because Nordic CRM works proactively and helps us assess which improvements actually add value.
Landing pages and the email builder may need improvements.
It is not a simple CRM system in my opinion. It takes time to learn and you should expect quite a long start-up period before it is appreciated by the organisation.
