Survicate vs Zoho CRM Plus

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Our analysts compared Survicate 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

Survicate is a web and app-based tool built to streamline and optimize customer feedback management. It provides a single hub to store and manage feedback from multiple sources. Users can access insights throughout the customer journey to improve engagement and retention.

It offers collected data via customizable email, link, web and mobile surveys. Track, filter and analyze responses and view automated reports. Its native integration with various CRM platforms allows users to export survey results.
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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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$53 Monthly, Freemium
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$14/User, Monthly
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Product Assistance

Documentation
In Person
Live Online
Videos
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Email
Phone
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FAQ
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Knowledge Base
24/7 Live Support
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Product Insights

  • Highly Customizable: Customize surveys using templates and question types. Change fonts, logos and colors to fit with brand guidelines. 
  • Save Time: Minimize time spent implementing new feedback software. Collate survey responses from multiple sources in one place and use dashboards to filter and analyze data quickly. 
  • Reduce Churn: Identify unhappy customers and initiate automated campaigns to address problems. 
  • Improve Customer Experience: Track trends throughout the customer journey to discover loyalty drivers. Listen to customer responses on product issues and use feedback to make changes. 
  • Accessible Data: Monitor observations from multiple sources and save feedback quickly with a Google Chrome extension. Transcribe and convert audio responses into text. 
  • Free Trial: Access 25 survey responses per month with unlimited users, question types, survey channels and multiple integrations using the free plan. 
  • Quick Implementation: Set up surveys and native integrations in minutes without coding. 
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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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  • Customizable Templates: Create surveys using over 125 templates and 15 question types, including NPS, CSAT and CES. Modify and save custom survey themes. Insert logos and colors in line with branding. 
  • Dashboards: Monitor survey responses and scores in real time and group answers using word clouds on an intuitive dashboard. Filter responses by dates, question types and survey answers. 
  • Reports and Analytics: Track and analyze individual responses to better understand feedback. View survey statistics, including completion rates, response rates and impressions. Export data to spreadsheets for further analysis. 
  • Smart Surveys: Implement conditional logic in surveys and change questions based on current responses. Use custom actions and redirects to point users to the next step. 
  • Multiple Integrations: Connect data with various native and custom integrations ranging from CRM to analytics and marketing automation. 
  • Alerts and Notifications: Receive automated reports by email. Notify teams to act on customer feedback with instant alerts on Slack or email. 
  • Automated Workflows: Set up automated campaigns triggered by customer responses. Follow up with customers individually to take action. 
  • User Controls: Organize surveys based on project, team or campaign and control who sees survey results by setting permission levels for users. 
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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

#74

among all
Customer Experience Software

#90

among all
Customer Experience Software

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Analyst Rating Summary

57
87
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79
39
100
86
86
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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

Survicate
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 10 39 86 44 50 67 73 79 100 86 78 88 96 82 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

Excellent User Sentiment 43 reviews
we're gathering data
93%
of users recommend this product

Survicate has a 'excellent' User Satisfaction Rating of 93% when considering 43 user reviews from 2 recognized software review sites.

we're gathering data
5.0 (15)
n/a
4.46 (28)
n/a

Awards

Survicate stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite 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

Ease of Use: Users praise Survicate for its intuitive design and user-friendly interface, making it easy to create and launch surveys without needing technical expertise.
Customization Options: Survicate offers a wide array of customization options, allowing users to tailor surveys to match their brand and specific needs. This includes using logos, custom colors, and personalized messages.
Variety of Question Types: Users appreciate the diverse range of question types available in Survicate, enabling them to collect different kinds of data effectively. Options include multiple choice, open-ended questions, rating scales, and more.
Integrations: Survicate seamlessly integrates with various popular tools and platforms, streamlining workflows and data analysis. Examples include integration with Slack, HubSpot, and Google Analytics.
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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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Complicated Interface: Some users have expressed that the platform's interface can be difficult to navigate, especially for those who are new to survey creation or CX tools.
Limited Customization: Users have reported limitations in customizing the look and feel of their surveys, which can be a drawback for those who want to maintain brand consistency or create visually appealing surveys.
Occasional Bugs: While generally considered reliable, some users have encountered occasional bugs or glitches within the platform, which can disrupt workflow and impact data collection.
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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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Survicate is a user-friendly platform for gathering and analyzing customer feedback. Users praise its intuitive design and robust features, such as the drag-and-drop survey creator and diverse templates. These features streamline the process of creating and managing surveys, making it a breeze even for those new to such platforms. However, some users have expressed concerns about occasional glitches and limitations in reporting functionalities. What sets Survicate apart is its focus on ease of use and versatility. It offers multiple survey types and distribution channels, including email, website, in-product, and mobile apps, catering to a wide range of needs. This multi-channel approach allows businesses to reach their customers where they are, maximizing response rates and gathering valuable insights. Compared to competitors like Qualtrics and SurveyMonkey, Survicate is often lauded for its affordability and intuitive interface, making it a popular choice for small and medium-sized businesses. However, larger enterprises with more complex requirements might find Survicate's reporting and analytics features somewhat limited. Overall, Survicate is best suited for businesses seeking a user-friendly and affordable solution to collect customer feedback across various channels. Its intuitive design and versatile features make it a valuable tool for improving customer experience and driving business growth.

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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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