Home > CRM Software > Zoho CRM > Zoho CRM vs Rethink CRM

Zoho CRM vs Rethink CRM

Last Updated: November 18th, 2024

Our analysts compared Zoho CRM vs Rethink 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.

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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.

Rethink CRM is a sophisticated software solution designed to streamline customer relationship management tasks, particularly for real estate professionals. It offers a comprehensive suite of features including lead management, deal tracking, and automated workflows, which enhance productivity and client engagement. The platform is particularly well-suited for commercial real estate brokers and agents due to its industry-specific functionalities, such as property and transaction management tools.

Users appreciate the intuitive interface and robust analytics capabilities, which provide actionable insights into client interactions and market trends. The software's integration with other business tools further amplifies its utility, making it a versatile choice for firms looking to consolidate their operations. Pricing typically falls within a mid-range bracket, often structured on a per-user, per-month basis, making it accessible for both small teams and larger enterprises.

Compared to similar products, Rethink CRM stands out for its tailored approach to real estate, offering a more specialized experience that resonates well with its target audience. This focus on industry-specific needs, combined with positive user feedback, underscores its effectiveness in enhancing CRM processes.

$14/User, Monthly

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$120/User, Monthly

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Tailored to your specific needs

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24/7 Live Support

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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.

Enhanced Customer Insights: Gain a deeper understanding of customer behavior and preferences through detailed analytics and reporting.
Improved Sales Efficiency: Streamline sales processes with automated workflows, reducing manual tasks and freeing up time for more strategic activities.
Better Customer Retention: Utilize targeted communication and personalized follow-ups to maintain strong relationships and reduce churn rates.
Centralized Data Management: Store all customer information in one place, ensuring easy access and reducing the risk of data silos.
Increased Collaboration: Foster teamwork with shared access to customer data and collaborative tools, enhancing coordination across departments.
Scalable Solutions: Adapt the CRM to grow with your business, accommodating increasing data and user needs without compromising performance.
Enhanced Decision-Making: Leverage real-time data and predictive analytics to make informed business decisions and identify new opportunities.
Customizable Dashboards: Tailor dashboards to display the most relevant metrics and KPIs, providing a clear overview of performance at a glance.
Seamless Integration: Integrate with existing tools and platforms, such as email and marketing automation software, to create a cohesive tech ecosystem.
Cost Savings: Reduce operational costs by automating routine tasks and minimizing the need for manual data entry and management.
Enhanced Security: Protect sensitive customer data with robust security measures, ensuring compliance with industry standards and regulations.
Mobile Accessibility: Access CRM features on-the-go with mobile-friendly interfaces, allowing for greater flexibility and responsiveness.
Personalized Customer Experiences: Deliver tailored interactions based on comprehensive customer profiles, enhancing satisfaction and loyalty.
Streamlined Onboarding: Simplify the onboarding process for new employees with intuitive interfaces and comprehensive training resources.
Proactive Issue Resolution: Identify and address potential issues before they escalate, improving overall customer satisfaction and trust.

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.

Customizable Dashboards: Tailor your dashboard to display key metrics and data points relevant to your business needs.
Advanced Reporting: Generate detailed reports with customizable parameters to gain insights into sales performance and customer interactions.
Lead Management: Efficiently track and manage leads through the sales pipeline with automated workflows and reminders.
Contact Management: Maintain a comprehensive database of customer information, including communication history and personal details.
Integration Capabilities: Seamlessly integrate with popular tools like Outlook, Gmail, and various marketing automation platforms.
Mobile Access: Access your CRM data on-the-go with a fully functional mobile app, ensuring productivity from anywhere.
Email Campaigns: Create, send, and track email campaigns directly from the CRM, with built-in analytics to measure effectiveness.
Task Automation: Automate repetitive tasks such as follow-up emails and data entry to save time and reduce human error.
Pipeline Management: Visualize and manage your sales pipeline with drag-and-drop functionality to easily update deal stages.
Role-Based Access Control: Ensure data security by assigning specific access permissions based on user roles within the organization.
Customer Support Integration: Integrate with customer support platforms to provide a unified view of customer interactions and support tickets.
Analytics and Insights: Utilize built-in analytics tools to gain actionable insights into customer behavior and sales trends.
Custom Fields: Add custom fields to capture unique data points specific to your business processes and requirements.
Collaboration Tools: Facilitate team collaboration with shared calendars, task assignments, and internal messaging features.
Data Import/Export: Easily import and export data in various formats to ensure seamless data migration and integration.
API Access: Leverage API access to build custom integrations and extend the functionality of the CRM to meet specific business needs.
Real-Time Notifications: Receive real-time alerts and notifications for important events, such as new leads or deal updates.
Document Management: Store and manage documents within the CRM, linking them to relevant contacts, deals, or projects.
Social Media Integration: Connect with social media platforms to track customer interactions and gather additional insights.
Training and Support: Access comprehensive training resources and customer support to ensure successful CRM adoption and usage.

Product Ranking

#9

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#399

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Analyst Rating Summary

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User Sentiment Summary

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.

82%

of users recommend this product

Rethink CRM has a 'great' User Satisfaction Rating of 82% when considering 7 user reviews from 1 recognized software review sites.

5.0 (20)

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4.1 (2656)

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4.3 (6776)

4.1 (7)

4.5 (797)

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4.2 (951)

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Awards

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.

Easy to Use: Users consistently praise Rethink CRM for its intuitive interface, making it easy to navigate and manage customer data, even for those with limited CRM experience.

Strong Reporting Capabilities: Rethink CRM provides robust reporting features, allowing users to gain valuable insights into customer behavior and sales performance, helping them make data-driven decisions.

Excellent Customer Support: Users consistently highlight the responsiveness and helpfulness of Rethink CRM's customer support team, providing timely assistance and resolving issues efficiently.

Affordable Pricing: Rethink CRM offers competitive pricing plans, making it an attractive option for businesses of all sizes, especially those with limited budgets.

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.

Limited Customization: Some users have found that Rethink CRM's customization options are limited, making it difficult to tailor the platform to their specific business needs. For example, they may not be able to create custom fields or reports that are essential for their workflow.

Steep Learning Curve: Rethink CRM's interface can be complex and challenging to navigate, especially for users who are new to CRM software. This can lead to frustration and a longer time to get up to speed with the platform.

Lack of Mobile App: The absence of a dedicated mobile app can be a significant drawback for businesses that require access to their CRM data on the go. This can make it difficult to manage leads, track sales, and stay connected with customers while away from the office.

Integration Challenges: Rethink CRM may not integrate seamlessly with other essential business tools, such as email marketing platforms or accounting software. This can create data silos and make it difficult to get a complete picture of customer interactions.

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.

Rethink CRM: Is it a game-changer or just a rehash of the same old CRM? User reviews for Rethink CRM paint a picture of a product that is a breath of fresh air for real estate professionals who are tired of clunky, outdated CRM systems. Users rave about its intuitive interface, which makes it easy to navigate and use, even for those who are not tech-savvy. They also appreciate the robust features that allow them to manage their contacts, deals, and tasks efficiently. Rethink CRM's ability to connect data points, such as properties, proposals, and contacts, is a major selling point for users who are frustrated with the limitations of spreadsheets. This feature allows them to gain a comprehensive view of their business and make better decisions. However, some users have expressed concerns about the lack of mobile app functionality, which can be a major drawback for those who need to access their CRM on the go. Additionally, some users have reported that the customer support could be more responsive. Despite these minor drawbacks, Rethink CRM is a powerful tool that can help real estate professionals streamline their operations and close more deals. Rethink CRM is most suited for real estate professionals who are looking for a user-friendly and powerful CRM system that can help them manage their business more effectively. It is particularly well-suited for teams that are tired of using spreadsheets and are looking for a more sophisticated solution.

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FAQ

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