InvestGlass CRM vs Zoho CRM
InvestGlass CRM
investglass.com
Zoho CRM
zoho.comSide by side
| Figure | InvestGlass CRM | Zoho CRM |
|---|---|---|
| Price from | — | $14/mo |
| Free plan | — | Yes |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | Yes | Yes |
| Self-hosted | Yes | — |
| Plans published | 4 | 15 |
| Spec score · CRM Software | 8.4 (#70) | 9.4 (#3) |
| AI features | Yes | Yes |
| Customization | The CRM supports no-code customization of tabs, records, fields, and layouts, with reports and dashboards. | Canvas, Client Script, layouts, and portals let organizations customize the CRM and provide access to customers, partners, and vendors. |
| Email sync | Yes | Yes |
| Free plan | No | Yes |
| Free trial | Yes | Yes |
| Headquarters | Geneva, Switzerland | Chennai, India |
| Integrations | The API Connectors documentation describes pre-built and custom connectors, webhooks, and field mapping for external services and core banking systems. | Zoho CRM offers more than 1,100 ready-to-use app integrations. |
| Marketing automation | Yes | Yes |
| Sales pipeline | Pipeline tools let teams track leads, manage opportunities, customize sales stages, and forecast revenue. | Yes |
| Support | The CRM page advertises free on-demand training and links to a Help Centre. | Paid editions include Classic support, with optional paid plans offering faster responses and round-the-clock support; live chat is available 24x5. |
Plans
InvestGlass CRM
- Starter$100 a month
- Standard$300 a month
- Enterprise500 CHF a month
- UltimatePrice not published
Zoho CRM
- FreeFree
- Standard$23 a month
- Professional$40 a month
- Enterprise$52 a month
- Ultimate$52 a month
- FreeFree
- Standard$14 a month
- Professional$23 a month
- Enterprise$40 a month
- Ultimate$52 a month
In their own words
InvestGlass CRM
InvestGlass CRM has no write-up on Specifiction yet; its figures are above.
Zoho CRM
Zoho CRM gives sales teams tools to manage leads, track contacts, automate follow-ups, and measure sales performance. It includes a visual sales pipeline, email sync, lead scoring, forecasting, marketing automation, and workflow tools. Its AI features can recommend actions, flag anomalies, predict outcomes, automate follow-ups, and help interpret emails. Teams can customize layouts and portals, and connect more than 1,100 applications, including Slack, Teams, Google Drive, Dropbox, Mailchimp, and Zendesk. The free edition supports up to three users and includes leads, documents, and mobile apps. Starter is $14 a month per user with annual billing; Starter Monthly is $20 a month per user. Local taxes are additional, and a 15-day trial is listed. The mobile app can work offline and synchronize later. Developer access includes REST, Bulk, Notification, and Query APIs. Security controls include audit logs, IP restrictions, multi-factor authentication, and encryption; data encryption at rest is available in Enterprise and Ultimate editions.