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What is Zoho CRM?

Zoho CRM presents a user-friendly and organized interface enriched with distinctive features designed to enhance the chances of converting leads into customers. Its intuitive dashboard enables users to execute 'macros' that optimize the process of reaching out to leads, while also facilitating the monitoring of sales progress. Additionally, administrators are equipped to oversee missed opportunities and identify top-performing agents, empowering them to make informed decisions that can significantly influence the business through the use of comprehensive sales reports. With these tools at their disposal, businesses can fine-tune their strategies for greater effectiveness.

What is EQUP?

EQUP serves as a comprehensive solution designed to optimize business operations across various sectors. By offering tailored solutions specifically for Service, SaaS, and E-commerce businesses, EQUP ensures that companies can avoid the pitfalls of using one-size-fits-all alternatives. A standout feature of EQUP is its capability for business owners to oversee multiple enterprises through a single account, eliminating the need for separate plans for each venture. Additionally, EQUP’s inventory pooling functionality facilitates the seamless integration of Emails, Users, Tags, Tasks, Appointments, and other essential features across different businesses. This integration empowers users to manage all dimensions of their operations efficiently, ensuring that no function is overlooked. Moreover, EQUP provides each user with a dedicated account manager who not only aids in the onboarding process but is also available to address any software-related inquiries, enhancing the overall user experience. With such robust support and features, EQUP stands out as a vital asset for businesses aiming to streamline their processes effectively.

Media

Media

Integrations Supported

Facebook
LinkedIn
Magento
Shopify
Twilio
X (Twitter)
Bigly Sales
CloudFX
Connectly
ControlHippo
Guideflow
Hodi
Insider One
LogiNext Mile
PhoneCall
SalesDeck
Xero
Zoho Directory
Zoho Inventory

Integrations Supported

Facebook
LinkedIn
Magento
Shopify
Twilio
X (Twitter)

API Availability

Has API

API Availability

Pricing Information

$14.00/month/user
Standard Edition - $14/user/month
Professional - $23/user/month
Enterprise - $40/user/month
Ultimate - $52/user/month

Get a 15-day FREE Trial with every edition.
Free Version
Free Trial Offered?

Pricing Information

$7/month
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support

Training Options

Documentation Hub
Webinars
On-Site Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

Zoho

Date Founded

1996

Company Location

United States

Company Website

www.zoho.com/crm/

Company Facts

Organization Name

EQUP

Date Founded

2022

Company Location

United States

Company Website

equp.com

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Insurance CRM

Not specified

Lead Management

Campaign Management
Lead Capture
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Source Tracking

Quote-to-Cash

Not specified

RFM Analysis

Not specified

Sales Force Automation

Call Management
Campaign Management
Channel Management
Contact Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Referral Tracking
Sales Forecasting
Territory Management

Sales Gamification

Not specified

Sales Performance Management

Predictive Sales Analytics
Reporting / Analytics
Sales Gamification
Sales Performance Tracking
Sales Planning & Forecasting
Territory Management

Sales Tracking

Not specified

Categories and Features

Billing and Invoicing

Not specified

Business Management

Not specified

Contact Management

Not specified

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management

eCommerce Marketing

Not specified

eCommerce Tools

Not specified

Email Marketing

Not specified

Marketing Automation

Not specified

Payment Processing

Not specified

Quoting

Not specified

Recurring Billing

Not specified

Sales

Not specified

Sales Enablement

Not specified

Workflow Management

Not specified

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