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CRM Comparison White Paper:HubSpot, Zendesk, Zoho & Odoo

CRM Comparison White Paper:HubSpot, Zendesk, Zoho & Odoo

CRM Comparison White Paper:

HubSpot, Zendesk, Zoho & Odoo

Credit : Odoo in Collabration with Havi Technology & Willdoo


Introducing CRM offers available today

Today’s CRM market offers a significant number of solutions and software alternatives. Some fit larger enterprises (which typically require on-premise hosting) while others apply more to the needs of SMEs (commonly utilizing a cloud-hosted solution).

When it comes to CRM solutions, providers must adapt their product to fit a constantly changing business landscape. For example, more and more CRM solutions are now becoming available for mobile. This is a crucial advantage for modern companies and brings versatility to their CRM usage. Being able to maintain your customer relationships directly from your phone or tablet changes the way you operate and manage your sales activities.

Customer expectations are changing regarding CRM functionalities and best practices. Modern businesses need more than just the ability to manage their contacts; a CRM has to offer other features such as efficient communication tools, emailing, phone or chat integration, being social, and most importantly, having a great user interface for your salespeople to be productive.


Features Comparison

In order to offer a fair comparison of the top CRM solutions, we have compiled a table of the most important features a CRM should offer. These are organized into five categories: Customer Relationship Management, Sales, Marketing, Reporting, and Productivity & Usability.

These categories encompass nearly everything a company might need in order to manage and further develop its customer relationships and sales pipeline. In this comparison, we have also included a comprehensive list of the pricing conditions for each solution.


HubSpot

Founded in 2005 by 2 MIT students, HubSpot has grown to offer a full suite of inbound marketing-centric applications including a full-featured CRM solution. HubSpot promotes the use of inbound marketing as a more consumer-friendly marketing strategy.

“ THERE’S A BETTER WAY TO GROW”

HubSpot’s core CRM platform is offered as a free set of tools with no limits on the number of users and accounts. Additional paid features are available through HubSpot’s 5 distinct modules which can be utilized together or individually. These modules are Marketing, Sales, Customer Service, Content Management System (CMS) and Operations. The modules provide enhanced functionality and features over HubSpot’s free CRM platform.


HubSpot’s CRM modules are available in different versions to meet your requirements and can also be purchased in pre-configured bundles.


Zendesk

Founded in 2006, Zendesk first launched a cloud-based SaaS helpdesk and support application that prioritized the customer experience. Following on from this and keeping in mind their customer service focus, in 2018, Zendesk launched their CRM platform Zendesk Sell.

"CHAMPIONS OF CUSTOMER SERVICE”

Zendesk Sell is a cloud-based SaaS CRM platform that integrates with Zendesk’s Support and Chat applications alongside popular email providers. Zendesk Sell includes a native app marketplace where integrations and 3rd party apps can be installed.


Zendesk Sell is available in 3 packages: Sell Team, Sell Professional and Sell Enterprise. Each package is billed monthly and hosted in the cloud. Sell Team is available for a maximum of 3 users. Zendesk does not offer a free version of Zendesk Sell.


Zoho

Founded in 1996 in Chennai, India as AdventNet, the company renamed itself in 2009 to Zoho, after its popular suite of office applications. At this point Zoho began focusing on SaaS, releasing new applications every year since. Zoho currently offers 45+ integrated, cloud-based SaaS business applications, ranging from CRM to full-scale ERP solutions and office applications.

"BUILD EVERLASTING CUSTOMER RELATIONSHIPS WITH THE WORLD’S FAVOURITE CRM”

Zoho CRM is available in 4 packages: Standard, Professional, Enterprise, and Ultimate. Each of these are billed monthly. Zoho CRM is also available as a free product for up to 3 users.


Zoho CRM is suitable for small businesses to enterprises and is expandable with marketplace applications. Zoho CRM is fully compatible and integrated with the entire suite of cloud based Zoho business applications.


Zoho operates Data Centres in Melbourne and Sydney and an Australian office in Sydney, catering for Australian and New Zealand businesses.


Odoo Online

Odoo is an open-source software that is available in three editions, of which two are local and one is hosted in the cloud. Over 30,000 apps are available thanks to the multiple developments made by Odoo S.A. and its community. Some of these apps are officially validated by Odoo, whereas others are developed by the community and dedicated to specific versions for specific needs.

"AMAZING EMPLOYEES DESERVE AMAZING SOFTWARE”

For this comparison, we’ll choose the application Odoo CRM in the cloud-hosted version, Odoo Online. The unique feature of this offer is that it’s completely customizable. There are more than 30 apps that cover the vast majority of business cases. These apps are all connected to the same database on Odoo’s servers, linking your company’s sales pipeline to the rest of your business operations.


 CRM
Sales Pipeline

HubSpot

Zendesk

Zoho

Odoo
Online

Opportunities
Management

✔

✔

✔

✔

In-Pipeline
Management

✔

✔

✔

✔

Pipeline by Expected
Closing Dates

X

✔

X

✔

Log Calls

✔

✔

✔

✔

Scripts/Automated
Next Actions

✔

✔

✔

✔

CRM
Leads Management Interface

HubSpot

Zendesk

Zoho

Odoo
Online

Leads Management

✔

✔

✔

✔

Leads Scoring

✔

✔

✔

✔

Deduplication Sales

✔

✔

✔

✔

Quotas

✔

✔

✔

✔

Mass Import

✔

✔

✔

✔

 CRM
Relationships

HubSpot

Zendesk

Zoho

Odoo
Online

Companies

✔

✔

✔

✔

Contacts

✔

✔

✔

✔

Photos in Contacts

✔

✔

✔

✔

Multiple Contacts per Company

✔

✔

✔

✔

Multiple Companies per Contact

X

X

X

✔

SALES
Quotations

HubSpot

Zendesk

Zoho

Odoo
Online

Quotations

✔

X

✔

✔

Pricelists

X

X

✔

✔

Quotation Templates

✔

X

✔

✔

eSignature

✔

✔

✔

✔

Online Payment

X

X

✔

✔

Online Negotiation

✔

✔

✔

✔

Multiple UoM

X

X

✔

✔

SALES
Order

HubSpot

Zendesk

Zoho

Odoo
Online

Sales Orders

✔

X

✔

✔

Invoicing

✔

X

✔

✔

Customer Portal

✔

✔

✔

✔

Shipper Integration (Cost+Tracking)

X

X

✔

✔

Subscriptions Management

✔

X

✔

✔

Integration

HubSpot

Zendesk

Zoho

Odoo
Online

E-commerce Integration

✔

✔

✔

✔

Chatbot Integration

✔

✔

✔

✔

Google Data Studio

✔

✔

✔

✔

Customer Service Ticketing

✔

✔

✔

✔

IoT Integration

X

X

✔

✔

Marketing
Lead Generation

HubSpot

Zendesk

Zoho

Odoo
Online

Mass Mailing

✔

X

✔

✔

Web-to-Lead Capture

✔

✔

✔

✔

Leads Tracking (From website visits)

✔

X

✔

✔

Leads Nurturing

✔

X

✔

✔

Events

✔

X

✔

✔

Surveys

✔

✔

✔

✔

Blogs

✔

X

✔

✔

Marketing Automation

✔

X

✔

✔

Events SMS Marketing

X

X

✔

✔

REPORTING
Reports

HubSpot

Zendesk

Zoho

Odoo
Online

Activities Analysis

✔

✔

✔

✔

Pipeline Analysis

✔

✔

✔

✔

Sales Analysis

✔

✔

✔

✔

Invoice Analysis

X

X

✔

✔

Sales Forecasts

✔

✔

✔

✔

Commissions & Targets

X

X

X

✔

Recurring Business

✔

X

✔

✔

REPORTING
Report Engine

HubSpot

Zendesk

Zoho

Odoo
Online

Dynamic Graphs

✔

✔

✔

✔

Dynamic Pivot Table

X

X

✔

✔

Customizable Dashboard

✔

✔

✔

✔

Productivity &
Usability

HubSpot

Zendesk

Zoho

Odoo
Online

Data Cleaning

X

X

✔

✔

VOIP Integration

✔

✔

✔

✔

Calendar Integration

✔

✔

✔

✔

Outlook Integration

✔

✔

✔

✔

Realtime Chat

✔

✔

✔

✔

Ability to Add, Drag
and Drop Fields

X

X

✔

✔

Social Network Integration

✔

✔

✔

✔

Productivity &
Usability
Emails

HubSpot

Zendesk

Zoho

Odoo
Online

Data Cleaning

✔

✔

✔

✔

VOIP Integration

✔

✔

✔

✔

Productivity &
Usability

HubSpot

Zendesk

Zoho

Odoo
Online

Full Web Interface

✔

✔

✔

✔

Mobile App Android

✔

✔

✔

✔

Offline App iPhone

✔

✔

✔

✔

Offline App Multi-language

✔

✔

✔

✔

UTM Fields

✔

✔

✔

✔

Interfaces

HubSpot

Zendesk

Zoho

Odoo
Online

API

✔

✔

✔

✔

Apps Store

500+
Apps

1000+
Apps

100+
Apps

10,000+
Apps


User Interface

When it comes to efficiency and end-user satisfaction, fine-tuned usability is one of the most important factors in any software platform. In order to provide a strong value proposition, a CRM solution must take into account the needs and goals of its users in order to actively help them achieve their objectives. The user interface supports the overall product design in deciphering human factors such as preferences, habits, and learned skills in order to effectively serve the intended purpose of the software as it relates to the businesses that utilize it. A strongly functional design is critical in providing a positive user experience.

Usability is qualitatively measured as a software’s ability to anticipate what a user might need to do. This includes ensuring that all of the elements in the interface are easy to access, understand, and use. Well-designed software will provide usability that helps the users feel comfortable with the system and obtaining their unique desired results. It will help users perform actions quickly and become more efficient in their day-to-day tasks. Best practices also suggest having a simple interface with consistency (common elements) and a page layout based on hierarchical importance and flow.

Subjective
Ratings

HubSpot

Zendesk

Zoho

Odoo
Online

Navigation and Search

★★★★☆

★★★☆☆

★★★☆☆

★★★★☆

Opportunities Pipeline

★★★☆☆

★★☆☆☆

★☆☆☆☆

★★★★★

Mobile App

★★★★☆

★★☆☆☆

★★★★☆

★★★★☆

Reports Flexibility

★★★☆☆

★★☆☆☆

★★☆☆☆

★★★★☆

Speed/Page Reloads

★★★★☆

★★★☆☆

★★☆☆☆

★★★★★

User Satisfaction

HubSpot

Zendesk

Zoho

Odoo
Online

Ratings on G2Crowd

4.4 / 5

4.2 / 5

4 / 5

4.2 / 5


User Interface – HubSpot


User Interface – Zendesk


User Interface – Zoho


User Interface – Odoo Online


Pricing & Conditions

Pricing & Conditions

HubSpot

Zendesk

Zoho

Odoo
Online

MONTHLY PRICING

FREE

19/49 #

FREE
(3 users)

FREE *

Contract Duration

✔

✔

✔

✔

Free Cloud Version

N/A

Monthly/
Yearly

N/A

N/A

Free Trial

✔

✔

✔

✔

Free Updates

✔

✔

✔

✔

Upgrades to
Future Versions

✔

✔

✔

✔

Hosting &
Maintenance

✔

✔

✔

✔

Support

✔

✔

✔

✔

* - Odoo CRM is free for unlimited users, as long as you use solely the CRM app; when other apps are added (ex.Sales, eCommerce, Inventory), the cost is USD25/user.

# - The official price for Foundational Support and suite version.


Conclusions

Implementing a CRM solution is an important business decision as well as a significant investment. Many factors should be considered in order to align with the business’s operational needs. If you are in the process of selecting a CRM solution, here are some points to consider before reaching a decision. First, be sure to define your objectives. Examples of such goals could be acquiring more leads, growing conversion rates, speeding up supply chain or sales management, etc. Second, decide the type of support. Would you prefer to maintain your software via an on-premise server or a cloud-hosted solution employed by a software vendor?

Third, list out your internal incompetencies, improvements to be made, and set a budget accordingly. Large companies prefer on-premise solutions because they provide increased control of the platform and can assist in overcoming security concerns. Alternatively, online solutions are advisable for SMEs as the customization and costs (hosting, maintenance, implementation service, etc.) are usually minimal or even included in the base rate.

Once you have weighed the costs and benefits associated with these factors, your business can better analyze the potential solutions available on the market. When comparing the features of each solution, remember to consider the functional needs of the employees using the system in their daily operational tasks. Also, review the business needs of decision-makers in the organization; an optimal solution will support the efforts of all users.

In terms of usability, a simpler user interface design ensures quicker software adoption and ultimately allows your employees to be more productive. Odoo provides cutting-edge features which are easier to learn and quicker to Implement than the rest of the solutions on the market. Most CRM solutions offer a free trial, so it’s easy for businesses to test independently in just a few minutes.

Lastly, don’t forget to look at the big picture. If your long-term goal is to grow your sales volume, the best approach is to start with a modern solution that can scale with you over time. A solution that includes features with flexible customizations and offers integrations with other operations would be the ideal choice for a scalable and cost-effective solution.


The immense capability of Odoo ERP system is that it’s available to deploy on your own private network or on Cloud and can be easily used in web browser to do the job.

For more information visit: Installation and to consult Synconics Group as your Odoo ERP implementation partner, please mail us on contact@synconics.com

Contact Synconics for Odoo Implementation, Digital Transformation, Counter Supervision of ERP and permanent odoo partner for odoo ERP Support.


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