Zoho CRM vs Chime CRM

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Our analysts compared Zoho CRM vs Chime CRM based on data from our 400+ point analysis of CRM Software, user reviews and our own crowdsourced data from our free software selection platform.

Chime CRM Software Tool

Product Basics

Zoho CRM enables an organization’s sales force to work more effectively and close more deals. It incorporates lead management, marketing automation, contact management, multichannel forecasting, territory management, and a host of other capabilities.

Built with conversational AI, it supports users by predicting lead and deal success, offering a voice assistant, and suggesting activities to automate based on behavior analysis. Users can leverage workflow automation to streamline manual tasks and stay on top of performance with real-time reporting and analytics.
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Chime CRM is an all-in-one suite designed to serve small, mid-sized and large real estate companies. It offers a wide range of capabilities, including lead generation, relationship cultivation, lead closure, process automation, reporting, improved organization and more.

It helps engage and satisfy customers with optimized marketing, responsive CRM and an IDX website. Different customizable packages are available to choose from — Breakthrough, Essential and Domination.
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$14/User, Monthly
Get a free price quote
Tailored to your specific needs
$449/User, Monthly
Get a free price quote
Tailored to your specific needs
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Windows
Mac
Linux
Android
Chromebook
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Mac
Linux
Android
Chromebook
Cloud
On-Premise
Mobile
Cloud
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Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
In Person
Live Online
Videos
Webinars
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
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24/7 Live Support

Product Insights

  • Real-Time Data Analysis: Track KPIs across the sales cycle with advanced analytics tools providing visibility for everyone from the C-suite to sales reps. We set up dashboard widgets and customized the metrics displayed, so we could surface the most important data. The system includes standard and custom reports, which you can filter to locate specific information and blend to create multidimensional reports.
  • AI-Powered Performance Optimization: Use Zia is the system’s conversational AI assistant and helps users get more done and work smarter. We searched through our database by sending a request via text. You can use Zia to improve data accuracy, optimize timing for emails and calls, and understand the sentiment behind the emails your leads and customers send.
  • Automated Lead Creation: Use the email parser tool to automate lead creation by sending email enquiries to the parser email that extracts the information. You can then reduplicate and approve the leads to ensure they’re good. We could add and color code tags, create custom views for leads and view leads in Zoho sheets.
  • Support Mobility: Mobile CRM apps for both Android and iOS devices provide users with immediate access to important information, no matter where they are. Sales reps can view daily activities and optimize in-person meetings with geo-location. They can also manage records even while offline — all changes automatically sync once their device reconnects. The card scanner app, supported on iOS and Android devices as well, enables users to digitally capture business cards at events and meetings.
  • Personalized Solutions: Use the developer platform for full control over your software ecosystem. Unify data across business systems, develop apps and boost the capabilities of the CRM interface with a combination of tools including widgets, a REST API and SDKs for web and mobile. We found that it incorporates both code and WYSIWYG elements so users of all technical levels can leverage it successfully.
  • Easy To Set Up: Speed up the onboarding process via Zwitch, with the help of Zoho support staff or use the built-in tools to transfer from other CRM platforms. We liked how easy it was to navigate the header-style menu. Add new products, contacts and accounts with the same form style. Set up was also a breeze with helpful pop-ups and links to knowledge base articles if we got stuck.
  • Tailor-Made Customizations: Create your own workflow rules. We tested out adding a “Big Fish” tag when leads recorded an annual revenue of above $100,000 and a follow-up automation. You can also use the Kiosk Studio to build page layouts and automations, its a bit more technical but offers helpful pop-ups and tips. We were also able to create a rule that assigned all leads that started with a 222 area code to a specific user.
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  • Leverage Intelligent Advertising: Devise the best possible campaign strategy using data and insights from AI-assisted advertising. Calculate keywords, high-frequency bidding, creative variations, targeting and more. 
  • Optimize Lead Generation and Capturing: Know customers better via a lead capture engine that gathers optimized information through intensive testing. Eliminate guesswork using AI-enabled tools and identify and attract potential leads through intent targeting. 
  • Respond Instantly: Save time, focus on hot leads, enhance lead quality and manage bulk leads using automated tags. An AI-powered assistant ensures automatic, instant and customizable responses to inquiries from new leads. 
  • Make Smart Transactions: Create automated workflows using smart action plans. Organize and upload files smoothly through digital tools. Track transaction details with a live-updating module and get visibility into aggregated earnings. 
  • Data Insights: Real-time access to key metrics like GCI, revenue, sales data and closing data enables users to make data-driven business decisions. 
  • Enable Effective Teamwork: Strengthen teamwork and improve client relationships by customizing agent roles. Assign leads to agents, lenders and assistants based on price, location, source and type using lead routing and follow up through Blast Alert or Next Up. Agents can claim leads and boost productivity via Lead Pond, which helps share and distribute leads. 
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  • Sales Force Automation: Automate tedious sales tasks such as lead generation and routing, data entry, email notifications, field updates and more. Optimize lead management, deal management, account management, contact management, and manage workflow and assignment rules.
  • Process Management: Enable your sales team to follow a standardized sales strategy. Use the blueprint feature to log offline processes such as order management or deal closure, ensuring consistent execution. Create automated approvals for common activities such as vacation time requests, capital expense reports and pricing discount requests. Additionally, you can set rules for assigning leads, escalating cases and validating CRM data.
  • Opportunity Management: Keep everyone’s antennas tuned to the same channel with Zoho’s activity tracking for all customer interactions like emails, calls, tasks and notes. Create deals and associate them with campaigns with drop-down fields and generate multiple pipelines using the standard template or your own personalized fields You can create a custom Kanban view using dropdown options and fields.
  • Multichannel Support: Connect with your email platform to send emails directly from the CRM. Connect your brand’s social media channel to respond in real-time, follow relevant conversations and automate lead generation. Use the Phonebridge integration to enable sales reps to easily log and track information from calls. You can also embed live chat and lead capture forms on your website to facilitate sales, marketing and customer service efforts.
  • Sales Enablement: Aid sales reps in their daily jobs using features like quotes and purchase orders (via integration with Zoho’s Finance Suite), a documents library, integration with Zoho’s presentation and document creation applications, and external-facing portals for partners and vendors. It also offers a calendar, a feature called SalesInbox for prioritizing the most lucrative emails, a web meeting platform through the Zoho Meeting integration, real-time notifications, collaboration feeds and more.
  • Performance Management: Gauge how a product, team or region is performing with forecasting tools. Group customers based on shared attributes (region, product, etc.) with territory management and gamify elements to encourage friendly competition that boosts performance among sales reps. Zia can also help improve performance by helping you target leads that are most likely to generate revenue. Your sales reps can engage with website visitors via chatbots for web and mobile, so every query receives attention even if they’re away from their desks.
  • Marketing Automation: Streamline marketing efforts by segmenting customers using a range of criteria, automating lead nurturing follow-ups, creating code-free web forms to gather customer information, scanning and uploading business cards, and analyzing campaign spending. Use capabilities like end-to-end event management, email campaign capabilities, surveys, and marketing details like budgets and performance metrics. A hierarchy feature lets you hook sub-campaigns to related main campaigns.
  • Team Collaboration: Use Feeds as a central location for collaborating, sharing announcements and offering advice. You can integrate chat functionality to facilitate everyday tasks and automatically send real-time sales updates. Users can leave notes on records or activities and tag other team members. Other features include groups for collaborating around specific events or for specific purposes, as well as project management tools via integration with Zoho Projects.
  • Third-Party Integrations: Connect with more than 50 third-party apps for collaboration, document management, live chat, telephony, messaging, events and meetings, quote management, document signing, lead management, marketing automation, social media, storage and more. Integrations include G Suite, Office 365, Slack, Shopify, Mailchimp, Facebook Ads, QuickBooks, GoToWebinar, DocuSign, Dropbox and Zapier.
  • Security: Store critical business data in secure vaults, choose where you want your data stored (U.S. and EU data centers) and encrypt data fields. Use audit logs to track activity, enable two-factor authentication and designate which IP addresses users can use to log in. Real-time backups on multiple servers ensure you won’t lose data due to a system-based or natural disaster.
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  • AI Assistant: Increase lead response rate with automatic and instant responses. 
    •  Follow up with the right campaigns and workflows using Smart Plans and send automated property recommendations with Auto Property Alerts. 
    •  Reply to new leads in real time via customized script responses. 
    •  Send notifications to agents when leads are hot or require immediate attention. 
    •  Use automated tags to bulk manage leads. 
  • Operational Intelligence: Make informed decisions by measuring website traffic in a live timeline. Determine the best match for buyers with listings and streamline dialogues through communication analysis. 
  • Reporting and Forecasting: Determine business goals and track progress by closings, volume, revenue and GCI. Generate performance reports to monitor team productivity and provide helpful feedback. Track progress through updated business reports for real-time analytics. 
  • Listing Management: Add and edit property listings, and match them according to the buyer that best fits the profile. View MLS listings, including those that aren’t on the market yet. 
  • Automated Nurturing: Find the best lead matches according to search criteria, set up automatic property alerts based on customer behavior and encourage prompt actions leveraging instant market analysis and ongoing trends. 
  • Communication Management: Communicate with customers effectively using individual and mass texting and manage conversations in the system. Integrates with Gmail, iCloud, Exchange and Yahoo, and offers auto-email capabilities. Use its click-to-call feature to schedule follow-ups, leave voice messages, call clients and make conversation notes. 
  • Smart Plans: Engage short and long-term leads based on closing dates, holidays and birthdays. Streamline internal transactions and sales processes using automated action plans. Build a toolset quickly using a content library. 
  • Power Dialer: Approach leads using smart scripts, set automated text or voice messages for unanswered calls, and transfer calls to available agents. Create custom call lists or automatically generate them leveraging pipeline status and profile information. 
  • Mobile App: Contact prospects using automatic dialing and stay connected through real-time chat and instant notifications. Sort, filter and engage leads on the go. 
  • Integrations: Integrates with Realtor, Zillow, Homes, Redfin, Trulia, RE/MAX, Flipt, Bold Leads and more to ensure easy migration. Supports popular apps, such as Gmail, MailChimp, BombBomb, Google Calendar, Microsoft Exchange and Zapier, and transaction tools like Brokermint and Dotloop. 
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Product Ranking

#9

among all
CRM Software

#217

among all
CRM Software

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Analyst Rating Summary

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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

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Chime CRM
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Account And Contact Management Communication Channels Dashboards And Reports Document Management Lead Management Mobile Capabilities Opportunity Management Partner Relationship Management Platform Capabilities Product Management Quotes, Orders, And Contracts Management Sales Performance Management Team Collaboration 100 92 93 97 100 84 100 60 95 100 84 91 93 0 25 50 75 100
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

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User Sentiment Summary

Great User Sentiment 11200 reviews
Great User Sentiment 135 reviews
85%
of users recommend this product

Zoho CRM has a 'great' User Satisfaction Rating of 85% when considering 11200 user reviews from 5 recognized software review sites.

84%
of users recommend this product

Chime CRM has a 'great' User Satisfaction Rating of 84% when considering 135 user reviews from 2 recognized software review sites.

5.0 (20)
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4.1 (2656)
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4.21 (67)
4.3 (6776)
4.2 (68)
4.5 (797)
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4.2 (951)
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Awards

SelectHub research analysts have evaluated Zoho CRM and concluded it earns best-in-class honors for Account and Contact Management, Lead Management, Opportunity Management, Platform Capabilities and Platform Security.

Account and Contact Management Award
Lead Management Award
Opportunity Management Award
Platform Capabilities Award
Platform Security Award

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Synopsis of User Ratings and Reviews

Work Offline: Users who mention this feature say the platform functions well even when used in offline mode.
Business Management: The system monitors business performance, populates the website with suitable visitors and keeps a tab on productivity and output, eliminating unmatched customers and removing hassle according to users who mention this aspect.
Affordable: Users said the software is budget-friendly as compared to other CRM systems and has considerably more adaptive features for the price.
Integrations: Reviewers appreciated Zoho’s integration with in-house tools that support unified workflows, flexibility and email functionality.
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Smart Calling Features: Users appreciate the platform's ability to automatically log calls, record conversations, and send follow-up text messages, which streamlines communication and saves time.
AI Assistant: The AI assistant is a valuable tool for lead generation and qualification, providing insights and automating tasks to help users prioritize leads effectively.
Social Media Integration: Chime's integration with social media platforms allows users to manage interactions and engage with potential clients directly within the CRM, enhancing social media marketing efforts.
Website & Lead Form Integration: The platform seamlessly integrates with websites and lead forms, automatically capturing leads and their information, which simplifies lead management and ensures no opportunities are missed.
Team Collaboration Tools: Chime facilitates team collaboration through features like shared task lists, calendars, and communication channels, promoting efficient teamwork and project management.
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Learning Curve: Users mentioned some features and customization requires additional time and learning to implement.
Customer Support: Zoho’s customer support and inquiry resolution isn’t very responsive, according to users who refer to support. However, the chat support is comparatively better.
Lags and Delays: Reviewers noted there is sometimes a lag in notifications for email tracking and updates.
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Limited Customization: Users have expressed frustration with the inability to tailor certain features to their specific workflows, such as customizing pipeline stages or adding custom fields to contact records.
Reporting Limitations: Generating custom reports or accessing granular data for in-depth analysis can be challenging, limiting users' ability to gain comprehensive insights into their sales performance and customer behavior.
Integrations: While Chime offers some integrations with popular business tools, users have noted that the range of available integrations is not as extensive as some other CRM platforms, potentially hindering seamless data flow between different systems.
Mobile App Functionality: The mobile app's functionality has been a point of contention for some users, with reports of limited features and occasional performance issues compared to the desktop version.
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Zoho CRM is a cloud-based CRM solution that serves businesses of all sizes and across various industries. It provides users with real-time data analysis, AI-powered sales performance optimization and extensive automation and customization. You can streamline workflows and improve sales efficiency with lead nurturing, deal management, and third-party integrations.During our test run of their free trial, we loved working with standout features like the customizable dashboard, automated lead creation via the email parser and drop-down linking for account, product, lead and quote creation.However, users report a learning curve associated with full feature utilization and customization. Additionally, some advanced features and functionalities require upgrades to higher tiers making it expensive for smaller teams. Overall, Zoho CRM offers an interoperable solution for businesses looking for a customizable, affordable CRM platform.

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Let's dive into the world of Chime CRM and see what users have been saying about it over the past year.  Chime CRM seems to be a bit of a mixed bag, with users highlighting both its strengths and weaknesses.  One of its biggest strengths is its all-in-one nature, bringing together a bunch of different tools like a CRM, marketing automation, and even a dialer, which can be a real time-saver for busy folks.  Users also give it props for its ease of use, especially for those who might not be tech-savvy.  However, there are some downsides too.  Some users find the interface a bit clunky and outdated, and the customer support can be hit or miss.  Plus, the pricing can get a little steep, especially as you add more users or features. Now, let's see how Chime CRM stacks up against the competition.  Compared to other CRMs like Salesforce or HubSpot, Chime is often seen as the more affordable option, especially for smaller teams or solopreneurs.  It's also praised for its focus on real estate, with features like IDX website integration and lead generation tools that are tailor-made for realtors.  However, it might not be as feature-rich or customizable as some of the bigger players in the CRM game.  So, who is Chime CRM best suited for?  Well, it seems like it's a good fit for real estate professionals who want an all-in-one solution that's easy to use and won't break the bank.  But if you need a highly customizable CRM with all the bells and whistles, you might want to look elsewhere.  Keep in mind that user experiences can vary, so it's always a good idea to check out the latest reviews and maybe even try a free trial before making a decision.  The CRM landscape is constantly evolving, so staying up-to-date is key!

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