Forsta vs Zoho CRM Plus

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

Product Basics

Forsta's (formerly Conformit) software empowers businesses to gather and analyze customer feedback, enabling them to enhance customer experiences. The platform caters to organizations of all sizes, particularly those seeking to gain deeper insights into customer sentiment and behavior. Key advantages include improved customer satisfaction and loyalty, increased revenue, and reduced churn. Popular features encompass survey creation, data analysis, reporting, and action management. Users appreciate Forsta's user-friendly interface, robust reporting capabilities, and excellent customer support. Regarding pricing, Forsta offers various plans tailored to different needs and budgets, with options for monthly or annual subscriptions based on the number of users or surveys.

While user experiences with similar products vary, Forsta is often praised for its comprehensive features and ease of use. However, as with any software, it's recommended to explore different options and consider factors such as specific requirements, budget, and user reviews to determine the best fit for your organization. Keep in mind that the software landscape evolves constantly, so it's wise to check for the latest information and offerings.

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Zoho CRM Plus is a unified engagement platform that assists businesses with creating and delivering personalized interactions across all stages of a customer’s life cycle. It primarily caters to customer-facing teams. Along with Zoho CRM’s sales and marketing automation capabilities, it offers modules like visitor tracking, help desk, project collaboration, social media management, customer surveys and an AI-powered live chat assistant Zia.

Access to a holistic customer view in a centralized location enables sales, marketing and support personnel to act contextually, manage conversations and stay notified in real time. It also comes with the Zoho CRM Enterprise edition.
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Product Assistance

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Product Insights

  • Enhanced Customer Insights: Forsta provides deep analytics and customer feedback tools, enabling businesses to understand customer needs and preferences more accurately, leading to improved product and service offerings.
  • Streamlined Feedback Collection: The software automates the process of gathering customer feedback across multiple channels, saving time and ensuring a comprehensive view of the customer experience.
  • Improved Decision Making: With real-time data and analytics, Forsta empowers businesses to make informed decisions quickly, enhancing responsiveness to market changes and customer demands.
  • Increased Customer Satisfaction: By leveraging Forsta's tools to monitor and respond to customer feedback, businesses can address concerns promptly, improving overall customer satisfaction and loyalty.
  • Efficient Task Management: Forsta's task management features allow teams to prioritize and track customer experience initiatives, ensuring that critical projects are completed on time.
  • Customizable Surveys: The platform offers flexible survey design tools, enabling businesses to create tailored questionnaires that capture the specific insights they need.
  • Advanced Reporting Capabilities: Forsta provides comprehensive reporting tools, allowing businesses to visualize data in various formats and uncover trends that can drive strategic improvements.
  • Seamless Integration: The software integrates with a wide range of business systems and tools, facilitating a unified approach to customer experience management across the organization.
  • Scalable Solutions: Forsta is designed to grow with your business, offering scalable solutions that can accommodate increasing volumes of customer feedback and data analysis needs.
  • Enhanced Team Collaboration: With features that promote collaboration among team members, Forsta helps ensure that everyone is aligned on customer experience goals and strategies.
  • Regulatory Compliance: The platform includes features to help businesses comply with data protection and privacy regulations, reducing the risk of legal issues related to customer data handling.
  • Cost Efficiency: By automating and streamlining customer experience management processes, Forsta can help reduce operational costs and increase the return on investment in customer experience initiatives.
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  • Boost Productivity: Optimize day-to-day business processes across all departments via tools like task management, time tracking and visual reports. 
  • Unified interface: Bring together capabilities like live chat, customer support, marketing automation and project management in a centralized location. 
  • Speedy Implementation: Large enterprises can avail of consulting and professional services to map out business-specific implementation needs.  
  • Build a Custom System: Choose from almost 450 extensions and add-ons from the marketplace. Drag and drop modules based on business requirements. Extend capabilities through extensive APIs and mobile and web SDKs. 
  • Deliver Instant Assistance: Provide website visitors with what they are looking for with Google AdWords and live chat. 
  • Foster Healthy Competition: Motivate teams through gamification. Create games on custom KPIs. Award trophies and badges to winners of every contest. Display trophies and points won via achievements panels. 
  • Personalize Sales Pitches: Sales reps can make relevant pitches by viewing which ads customers clicked or keywords they searched.  
  • Quickly Find Relevant Emails: Reduce time spent sifting through messages to find a specific email. Organize all incoming messages based on priorities with intelligent segmentation. Categorize emails according to deal stages like prospecting, qualification, proposal and closing. 
  • Create Effective Campaigns: Design and send creative, relevant messages through A/B testing, email automation and pre-designed templates. 
  • Establish a Strong Social Media Presence: Interact with customers on Facebook, Twitter, Instagram and LinkedIn. Turn social media channels into a listening engine through a monitoring dashboard. 
  • Access Built-in Reports: Provides more than 100 pre-installed, customizable reports and dashboards. 
  • Resolve Issues Quickly: Close the loop effectively on customers’ preferred channel. Users can find answers themselves through a knowledge base. Use Zia to gain customer insights. 
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  • Data Collection: Optimize data gathering for the voice of the customer, the voice of the employee and market research programs. 
    • Web: Engage customers with web surveys and distribute them via email, mobile links and as overlays. Incorporate multiple question types and embed multimedia files. 
    • Telephone: Interview candidates via interactive voice response (IVR) and computer-assisted telephone interviewing (CATI). Unify call management, live monitoring and reporting processes. 
    • Offline: Conduct offline interviews with multiple language options and multimedia questions. Available for interviewers on Windows, Android and iOS devices. Respondents can self-complete surveys via kiosk tools. 
    • Paper: Reach demographic groups that aren’t available on digital platforms with paper surveys. 
    • SDK: Allows feedback collection through mobile apps. 
    • Mobile: Capture customer insights via an app, mobile browser or SMS. Provides visual aids, location data capture and multilingual capabilities. 
  • Surveys: Use the survey designer tool to create engaging, innovative surveys.  
    •  Add multiple question types in any language. 
    •  Customize forms with rich media content and brand-centric details and deliver them via telephone, email, paper, mobile or a combination of channels. 
    •  Minimize survey length with optimal use of unstructured data like text, audio and video. Capture and map all information in SmartHub. 
    •  Automatically generate surveys from a Microsoft Word document. 
  • Panel Management: Personalize panels according to company-specific style and build incentive programs. Use the professional panel module to manage large groups spanning different segments. 
  • Reporting and Dashboards: Share crucial information with role-specific reports, dashboards and other visualization tools. 
    • Dashboards: Deliver data based on user needs via a drag-and-drop dashboard. Use simple widget-based dashboards for critical objectives and benchmarks. Build company-specific dashboards through advanced reporting. 
    • Mobile Reporting: Provides reports to users on the move directly on their mobile devices. 
    • Alerts: Ensure quick actions with automated alerts. Create permission-based roles and predefined workflows to assign issues to relevant employees. 
    • Real-Time Analytics: Receive instant insights on feedback collected across multiple channels. Store structured and unstructured data in one place. 
    • Tracking: Monitor survey progress and perform data analysis in real time. View, search, sort and analyze structured responses. 
    • Text Analytics: Identify customer intent, market trends and product issues by analyzing textual data. Leverage AI and NLP to perform sentiment analysis. 
  • Action Management: Automatically assign customer issues to relevant departments or staff members. Enables customer support to spot at-risk customers and resolve cases. Employees can receive custom notifications on their phones. Provides action-based workflows and permissions. 
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  • Omnichannel Communication: Reach customers via multiple mediums like phone, emails, live chat, surveys and social media. 
    • Emails: Use contextual data from leads and customer records to send targeted emails and campaigns. Send messages based on customer activities pre and post-sale. 
    • Social Media: Connect with leads and post campaigns on social media channels. 
    • Phone: Make, receive, transfer and record calls within the system. 
    • Offline: Update customer records, view nearby prospects, scan business cards and send email campaigns on the go. 
  • Support Management: Contextually respond to customer tickets by pulling data from all channels. Enhance customer support via canned responses and a knowledge base. 
  • Collaboration: Sales, marketing and support teams can communicate deliverables, share status updates and discuss projects in a centralized location.  
    •  Provides access to a shareable customer database. 
    •  Ensures teams stay on track with capabilities like milestone tracking, tasks lists, calendars, forums and reporting. 
    •  Receive notifications for upcoming meetings, pending tasks and assigned support tickets to stay in the loop. 
    •  Tag team members in documents and presentations. 
    •  Create group chats and interact through emojis, GIFs and images. 
  • AI: Derive trends and insights across customer touchpoints. 
    • Sales Insights: AI-powered chat assistant Zia provides sales reps with information like the best time to contact leads, win probability of deals according to selling patterns and suggestions to automate recurring tasks. 
    • Reporting: Create personalized reports and custom metrics without code. Connect information from disparate sources into a centralized database. Import data from several file formats, URL feeds, cloud drives and spreadsheets. 
    • Visitor Tracking: Get perspective on website visitors in real time. Track activities and categorize visitors based on variables like location, interactions, number of visits, referral sources and more. Learn who’s a lead, what campaigns they clicked on and the busiest time for customer support. 
    • Sales Forecasting: Predict sales revenue by breaking down the performance of individual sales reps, teams and territories. Compare the previous year’s sales with the current one. Identify top scorers according to region and hierarchy. 
  • Dashboards: Create custom dashboards to highlight sales goals and track team progress. Set different KPIs and targets. Get a comprehensive view of sales activities and break them down by reps or teams. Visualize performance via progress bars. 
  • Real-Time Updates: Receive updates when prospects and customers open emails, visit websites, send messages or tag on social media. Monitor all customer activities within the system and from third-party apps. Reply with context by accessing past interactions from the panel. 
  • Campaign Analytics: Analyze campaigns across several channels. Track campaign performance and compare it with industry metrics. 
    • Social Media Analytics: Identify the best time to publish content for optimum engagement. Monitor positive and negative comments, tweets and posts. 
    • Email Analytics: Monitor spam complaints and bounce rates. Pinpoint subscribers’ geo-locations and devices.  
    • Campaign Reports: Receive real-time updates on open and click rates of top-performing campaigns.  
  • Surveys: Create personalized surveys like CSAT and NPS using templates. Embed them into websites and email campaigns. 
  • Automation: Automatically assign tickets, set priority and escalate them according to SLAs. Assign leads and send alerts for tasks via workflow automation. Set autoresponders and trigger emails based on customer activities.  
  • Mobile App: Access customer information, log leads, view marketing insights and more on the road. Connect with different apps like Zoho CRM, Zoho Surveys, Zoho Reports, Zoho Projects, Zoho Campaigns and more.  
  • Administration Panel: Add new user accounts and assign roles and permissions via a centralized admin panel. 
  • Integrations: Access in-house and third-party integrations.  
    • Internal Integrations: Connect with Zoho PhoneBridge, Zoho Cliq, Zoho Desk, Zoho Flow, Zoho Assists, Zoho Analytics and more. 
    • External Integrations: Integrate with Salesforce, SurveyMonkey, Shopify, MailChimp, PayPal, Slack and more.  
    • Google Integrations: Integrate with Google Analytics to monitor website activities and traffic-generating links. Identify keywords that bring in leads via Google AdWords. Use Google Ads to see revenue generated by online ad campaigns. 
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Product Ranking

#52

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Customer Experience Software

#90

among all
Customer Experience Software

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Analyst Rating Summary

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87
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79
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86
86
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Feedback Channels
Mobile Capabilities
Customer and Contacts Management
Platform Capabilities
Dashboards and Reporting
Customer and Contacts Management
Platform Capabilities
Integrations and Extensibility
Mobile Capabilities
Dashboards and Reporting

Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Forsta
Zoho CRM Plus
+ Add Product + Add Product
AI-Based Capabilities Customer And Contacts Management Dashboards And Reporting Feedback Channels Mobile Capabilities Platform Capabilities Survey Management 45 95 86 100 100 88 82 79 100 86 78 88 96 82 0 25 50 75 100
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100%
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86%
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86%
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78%
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86%
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7%
79%
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82%
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18%

Analyst Ratings for Technical Requirements Customize This Data Customize This Data

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User Sentiment Summary

Good User Sentiment 7 reviews
we're gathering data
77%
of users recommend this product

Forsta has a 'good' User Satisfaction Rating of 77% when considering 7 user reviews from 1 recognized software review sites.

we're gathering data
3.86 (7)
n/a

Awards

SelectHub research analysts have evaluated Forsta and concluded it earns best-in-class honors for Feedback Channels and Mobile Capabilities.

Feedback Channels Award
Mobile Capabilities Award

SelectHub research analysts have evaluated Zoho CRM Plus and concluded it earns best-in-class honors for Customer and Contacts Management and Platform Capabilities.

Customer and Contacts Management Award
Platform Capabilities Award

Synopsis of User Ratings and Reviews

User-Friendly Interface: Forsta's interface is intuitive and easy to navigate, even for users with limited experience with survey platforms. The platform's drag-and-drop functionality and clear menus make it simple to create and manage surveys.
Advanced Features: Forsta offers a wide range of features that allow users to create complex surveys and collect rich data. These features include branching logic, piping, and quotas, which can be used to tailor surveys to specific respondents and ensure that data is collected in a meaningful way.
Data Visualization Tools: Forsta provides users with a variety of tools for visualizing survey data. These tools include charts, graphs, and tables, which can be used to identify trends and patterns in data. The platform also allows users to export data to other programs for further analysis.
Collaboration Tools: Forsta makes it easy for teams to collaborate on surveys. The platform allows users to share surveys with others and to track changes that are made. This can be helpful for ensuring that everyone is on the same page and that surveys are completed in a timely manner.
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Easy to Use: Zoho CRM Plus has a user-friendly interface that makes it simple for businesses to manage their customer relationships without a steep learning curve. The platform's intuitive design and navigation allow users to quickly find the information they need and complete tasks efficiently.
Affordable: Zoho CRM Plus offers competitive pricing plans that cater to businesses of all sizes. The platform's cost-effectiveness makes it an attractive option for small and medium-sized businesses looking for a comprehensive CRM solution without breaking the bank.
Feature-Rich: Zoho CRM Plus provides a wide range of features that cover various aspects of customer relationship management, including sales force automation, marketing automation, customer support, and inventory management. This comprehensive suite of tools allows businesses to streamline their operations and improve efficiency.
Reliable: Zoho CRM Plus is a reliable platform that offers high uptime and data security. Businesses can trust that their customer data is safe and accessible when they need it.
Excellent Customer Support: Zoho CRM Plus provides excellent customer support to help businesses get the most out of the platform. The support team is responsive and knowledgeable, and they offer a variety of resources, including online documentation, tutorials, and live chat.
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Usability Issues: Users report the platform can be challenging to navigate, especially for those new to survey platforms or with limited technical expertise. The interface is not always intuitive, and certain functions can be difficult to locate or use effectively.
Customer Support Challenges: Some users express concerns about the responsiveness and effectiveness of Forsta's customer support. Getting timely assistance or resolving technical issues can sometimes be a frustrating experience.
Reporting Limitations: While Forsta offers reporting capabilities, some users find them to be somewhat limited in terms of flexibility and customization options. Generating specific types of reports or conducting in-depth data analysis may require additional effort or workarounds.
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Steep Learning Curve: Zoho CRM Plus can be overwhelming for new users due to its extensive features and complex interface. The learning process can be time-consuming, requiring significant investment in training and onboarding.
Customization Challenges: While Zoho CRM Plus offers customization options, they can be intricate and may necessitate technical expertise. Users might encounter difficulties tailoring the platform to their specific workflows and requirements.
Mobile App Limitations: The mobile app version of Zoho CRM Plus may have limited functionality compared to the web-based platform. Users who rely heavily on mobile access could find the app's capabilities restrictive.
Reporting Complexity: Generating reports in Zoho CRM Plus can be complex, especially for users unfamiliar with reporting tools. Building customized reports might require advanced knowledge and effort.
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Forsta's user reviews over the past year highlight its strengths in survey creation and data analysis. Users appreciate the platform's flexibility in designing surveys, allowing for various question types and logic options. The ability to create visually appealing dashboards and reports is also a plus, enabling users to easily interpret and share insights. However, some users find the interface to be complex and overwhelming, especially for those new to survey software. The learning curve can be steep, requiring significant time investment to master the platform's full capabilities. Compared to competitors like Qualtrics and SurveyMonkey, Forsta offers more advanced features for data analysis and reporting, making it suitable for organizations with complex research needs. However, its user interface may not be as intuitive as some of its competitors, potentially posing a challenge for smaller teams or those seeking a simpler solution. Forsta is best suited for large organizations or research teams that require a robust platform for managing complex surveys and analyzing data. Its advanced features and flexibility make it ideal for gathering and interpreting customer feedback, employee engagement, and market research data. However, smaller teams or those with limited experience in survey software may find the platform's complexity to be a barrier.

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Over the past year, Zoho CRM Plus has garnered attention for its comprehensive suite designed to enhance customer experience management. Users have lauded its all-in-one platform, which integrates sales, marketing, and customer support functionalities, allowing businesses to streamline their operations and foster better customer relationships. A standout feature, according to reviews, is its AI assistant, Zia, which offers predictive analytics and automation capabilities, setting Zoho CRM Plus apart from competitors like Salesforce and HubSpot. This AI-driven insight helps businesses anticipate customer needs and personalize interactions, a critical differentiator in today's market. However, some users have pointed out weaknesses, particularly regarding the learning curve associated with its plethora of features and the occasional sluggishness of customer support. Despite these challenges, the platform's affordability compared to its counterparts, without compromising on functionality, is frequently highlighted as a significant advantage. For instance, small to medium-sized businesses benefit from its cost-effectiveness, receiving a robust CRM solution without the hefty price tag often associated with similar platforms. Zoho CRM Plus is most suited for businesses looking for a comprehensive, integrated solution to manage their customer experience end-to-end. Its unique blend of affordability, AI capabilities, and an extensive suite of features makes it particularly appealing to small and medium-sized enterprises (SMEs) aiming to scale their operations and enhance customer engagement without breaking the bank. The platform's ability to provide a 360-degree view of the customer journey, coupled with predictive analytics, positions it as a valuable tool for businesses focused on proactive customer relationship management and personalized marketing strategies.

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