Zoho vs HubSpot

Zoho vs HubSpot CRM: A Comparison Guide

6 min

Zoho vs HubSpot CRM: A Comparison Guide

In the battle of Zoho vs HubSpot, businesses want to know which one to choose for Customer Relationship Management (CRM). CRM tools like HubSpot and Zoho assist businesses in automating and streamlining their sales and marketing procedures.

Both of them offer different features and functionalities to fulfill all the sales and marketing needs of businesses. Let’s get more details with us and discover effective CRM software. In this HubSpot vs Zoho blog, we will take a glance over what is Zoho, what is HubSpot, and their feature comparison.

Both of them stand out for their robust features and user-friendly interfaces. In Zoho vs HubSpot, choosing the best can be challenging, as both platforms offer unique benefits tailored to different business needs. In this comprehensive comparison guide, we’ll delve into the key features and advantages of Zoho and HubSpot CRM to help businesses in making an informed decision.

What is Zoho?

Zoho is a cloud-based CRM software for businesses. It offers several features and functions for easy management of sales, marketing, and customer support. Plus, it enables the integration of other Zoho products, such as Zoho Campaigns and Zoho Desk.

It helps businesses with automated tasks like workflow management, email marketing, and lead follow-up. Plus, it provides real-time data and reports on pipeline management, sales performance, and customer actions.

Zoho CRM is a comprehensive customer relationship management solution designed to help businesses streamline their sales processes, enhance customer engagement, and boost productivity. With its extensive range of features, Zoho CRM caters to businesses of all sizes, from startups to enterprise-level organizations.

What is HubSpot?

HubSpot is an all-in-one cloud-based CRM platform that offers different hubs for effective business management, such as sales, marketing, customer service, content, operations, and B2B commerce. It has several connectors with outside programs like Zendesk, Shopify, and Salesforce.

It is well-known for its marketing automation feature that allows companies to create and automate lead nurturing, customer interactions, and marketing initiatives. HubSpot features also include reporting and analytics that bring data related to customer behavior, pipeline management, and sales performance.

In the HubSpot vs Zoho CRM battle, HubSpot CRM stands out as a leading inbound marketing and sales platform that offers a range of tools to attract, engage, and delight customers. Built on the principles of inbound marketing, HubSpot CRM helps businesses align their sales and marketing efforts to drive growth and foster long-term customer relationships.

After having a clear understanding of what is Zoho and what is HubSpot, we can now easily differentiate their features and functionalities, which are mentioned in the adjoining paragraph.

Zoho vs HubSpot: Comparison on Features

During HubSpot vs Zoho comparison, choosing the right CRM tool might be a challenging task. Therefore, discover the key features and the beneficial factors to use them for sales and marketing.

Contact Management

Contact management is one of the HubSpot features that smoothly import contact information, a centralized platform to view interaction history, get an overview of sales tasks, and a robust set of communication and marketing features. 

HubSpot, with its free plan, offers email templates, shared inbox, automation, lead segmentation, email reply tracking, insights into website interaction, and chatbots. In paid plans, users will get lead routing, WhatsApp integration, in-app calling, omnichannel automation, and social media business tools.

On the other side, Zoho offers contact management features and a centralized platform. Its free plan has essential contact management features like basic marketing campaign tools and email templates. With its paid plans, users will get access to additional features such as mass emails, tracking and insights, and integration with communication platforms like phone, WhatsApp, or other social media channels.

Winner: HubSpot

In Zoho vs HubSpot contact management, HubSpot wins the race because it offers several features in its free plan to help users enhance customer communication.

Sales Enablement and Pipeline Management

HubSpot features include sales enablement and pipeline management with a more satisfying and intuitive UI experience, a comprehensive set of tools, and powerful functionalities. It offers lead filtering and scoring options that are great for customers.

Meanwhile, Zoho UI can be more complex for users to understand. There might not be complete lead management support to fulfill the organization’s requirements related to sizable pipelines and increasing leads.

HubSpot vs Zoho Winner: HubSpot

Lead Management

The key features of any CRM platform are contact and lead management, which helps increase the potential customer base, prevent lost leads, identify obstacles in the sales process, segment customers for email marketing campaigns, and many more.

With Zoho CRM, users can easily add, import, and edit leads and contacts. It also offers lead filtering and scoring functionality. On the other hand, HubSpot features provide multiple options for contact management and sorting and grouping options, as compared to Zoho vs HubSpot. Plus, it offers data security, format fixing, and duplicate entry management.

Winner: HubSpot

In HubSpot vs Zoho lead management, HubSpot edges out Zoho in this category with its more advanced capabilities, such as helping with lots of incoming leads, where users can quickly identify which leads need to be nurtured.

Automation

Marketing automation features help to eliminate manual tasks or redundant work and allow us to focus on more value-added tasks.

In HubSpot, users get two types of marketing automation: sequences and workflows. Both of them offer presets and options for customized development from scratch. Zoho CRM also enables users to automate work and focus on other essential tasks.

Winner: HubSpot

Both require a learning curve to set up custom workflows, but HubSpot makes it easier by providing HubSpot Academy Tutorials. That’s why HubSpot is the winner of the Zoho vs HubSpot automation feature.

Reporting

From sales to lead check-ins to invoices to meetings, Zoho provides an extensive library of preset reports to choose from. It also allows users to build custom reports, but it might be challenging to process because it has a higher learning curve than HubSpot.

Meanwhile, HubSpot reporting offers multiple templates and makes reporting dashboards easy to customize. Plus, it provides a comprehensive library with common suggestions such as “Activity of recently created contacts” and “Blog posts by most total views.” It offers an in-built report builder and an easy point-and-click interface with a live preview that updates as you go.

Winner: HubSpot

In the Zoho vs HubSpot reporting feature, HubSpot wins the race because of its user-friendly reporting dashboard customization and setup.

Zoho vs HubSpot: Which CRM tool is right for businesses?

While comparing Zoho vs HubSpot, both offer multiple features and functionalities to help the sales team manage contacts and leads. HubSpot features and functionalities are more advanced than Zoho, and it is user-friendly for all types of businesses, from small-scale to enterprise level. Therefore, its pricing plans are a bit more expensive than Zoho.

On the other hand, Zoho also offers several features and functionalities but with a higher learning curve. Plus, it is for growing, small-scale organizations and startups or businesses with small budgets who need CRM tools at an affordable price.

If you need assistance with the HubSpot CRM tool for your business, then TRooInbound can help you with that. Being a HubSpot-certified solutions partner, we cater to companies with several HubSpot CRM services, including CRM setup, custom integration, onboarding, workflow automation, custom modules, marketing automation, and many more result-driven services.

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