Zoho Vs HubSpot 2024: Which Is Better & Why ? (Pros & Cons)

Mobile –

What good is an extensive client database if it is not accessible at any time and from any location? When it comes to CRM data, you must be able to access, amend, and add new information instantly.

This is particularly true for sales representatives, who are often on the road, engage with dozens of clients daily, and must maintain control of their schedules.

While HubSpot’s mobile app provides access to all your critical CRM details, Zoho takes a step further by integrating artificial intelligence and analytics into the mobile experience.

What Zoho Offers – 

• Analytics app: It provides mobile access to your vital KPIs and dashboards. You may even dig into your reports to get the precise data you want.
• AI assistant: Zia, Zoho’s AI assistant, may assist by retrieving essential data and updating it in only seconds.
• Find Prospects: View nearby prospects and plot the quickest paths to their location to maximize sales efficiency.
• Voice notes: When you don’t have the time to type extensive notes, record voice notes and attach them to your records or call logs.

What HubSpot Offers – 

• Activity feed: Keep track of the most recent actions involving your emails, online visits, documents, and more.
• Conversations: Communicate with prospects and clients and address their inquiries and concerns.
• Access records and tasks: Work with contact, corporate, and transaction data, as well as organize and plan projects.
• Inventory management: Tracking and managing transactions for each product line may be complex for businesses that deal with several product lines. Incorporating your product inventory into your CRM offers a consistent and effective method for generating estimates and closing sales. This also allows you to create better reports and analytics for a more detailed analysis of your company’s performance. Both HubSpot and Zoho provide the ability to create a product catalog, set rates for unique transactions, and generate sales quotations.

What Zono Offers – 

• Discount options: You can apply discounts to specific transactions more freely since both absolute and differential discount models are available.
• Orders, invoices, and vendors: You may transform your bids into invoices or sales orders and manage a database of your suppliers and purchase orders.

What HubSpot Offers – 

• Products and quotes: HubSpot enables you to store product information in a product library and correlate it with offers. You may choose from various quotation templates that can be shared through a unique URL.
• Collaboration: Whether negotiating a transaction or resolving a client concern, everything in your company is a team effort. If communication between team members is sluggish or delayed, it may harm revenue and consumer opinion of your business. A CRM should allow meaningful user interactions and advance any collaborative endeavor. Both Zoho and HubSpot enable users to tag team members in documents and comments and coordinate calendar appointments. In addition, Zoho offers special team collaboration feeds. Another facet of cooperation is the capacity to interact with third-party stakeholders and provide them access to and modify important information. This ensures that the data in your CRM remains current and relevant.

What Zoho Offers – 

• Feeds: The Zoho CRM feeds are designed mainly for teamwork. Follow recordings of interest, establish groups for specialized collaborations and more.
• CalDAV sync: In addition to using the built-in calendar to monitor appointments and chores, you can synchronize your calendar with any iOS device.
• Portals: Create collaboration portals for your contacts, partners, and suppliers. Extend access to certain records and let other stakeholders create, read, and amend relevant documents and add comments and attachments.

What HubSpot Offers –

• Team communication: Team members may tag one another in historical notes and comments and engage in private context-based dialogues inside their shared team mailbox.
• Calendar integration: While HubSpot does not include a calendar by default, the Meetings feature enables customers to link their O365 or GSuite calendars. Free edition calendar booking is limited to a single, non-customizable link.
• Marketing automation: Zoho provides marketing automation software solutions but does not prevent marketing elements from including in Zoho CRM. HubSpot has independent marketing and sales hub. While I agree that HubSpot Marketing Hub’s feature set is significantly more extensive, Zoho CRM offers several lead-generating and nurturing functions, including those that Marketing Hub does not provide. If you already use Marketing Hub and seek a CRM, you may import your leads directly into Zoho using HubSpot’s plugin.

What Zoho Offers – 

• Marketing attribution: Connect your sales and marketing departments so that you can trace income to your marketing initiatives and touchpoints.
• Social media lead enrichment: Capture lead information from social media accounts of connections.
• RFM segmentation: By segmenting consumers based on their purchase histories, you can educate your marketing efforts in great depth, identify loyal customers and infrequent purchases, and send them relevant communications.

What HubSpot Offers – 

• Marketing vs non-marketing contacts: Pricing for Marketing Hub is dependent on marketing contact levels. In addition to marketing contacts, your CRM database may include hundreds or thousands of non-marketing contacts. This may make it tough to combine your CRM and marketing data.
• Marketing Hub features: Marketing Hub enables you to handle several areas of your inbound marketing campaign, including A/B testing of your website, social profile management, and ad management.
• Artificial intelligence: Artificial intelligence transforms your CRM from a mass of data into a gold mine of insights and forecasts. An AI may analyze the data in your CRM, learn from it, identify anomalies and patterns, and even provide predictions and business-improvement recommendations. Zia, Zoho’s intelligent AI assistant, is equipped with various tools to help you better understand your consumers and their preferences. HubSpot has a few AI tools, but they are not as advanced as other platforms.

What Zoho Offers – 

• AI for emails: Create assignments and activities based on email content, enrich contact information found on email signatures, and more.
• Image scanning: Control picture spam with sophisticated analysis of submitted photographs to your CRM.
• Predictions: Receive sales forecasts, lead scores, cross-sell and upsell advice, process configuration options, and more. In your CRM, you can also develop prediction models for specific values.
• Voice assistant: Give voice requests to the AI assistant and get answers to your inquiries without having to search through your CRM manually.

What HubSpot Offers – 

• Call transcriptions: Users in the enterprise have access to automated call recording and transcription.
• Company insights: HubSpot retrieves extra information from multiple sources on the businesses you add to your account.
• Basic AI features: Text recognition from scanned business cards and data deduplication after accounting for errors and abbreviations are AI functionalities of HubSpot.
• Analytics: Wherever your sales are, statistics and measurements will follow. Understanding how your company operates and where it may be improved are essential insights that a CRM should provide. While both Zoho and HubSpot offer a wide variety of regular reports, Zoho’s advanced analytics give them the edge.

What Zoho Offers – 

• Intelligent anomaly detection: Identify deviations from anticipated sales patterns and implement corrective measures to get sales back on track.
• Wide range of report types: Custom reports are available to all users of the subscription version and provide a variety of choices. From bar and pie charts to intricate quadrant and cohort analysis, Zoho CRM can answer any query about your sales data.

What HubSpot Offers – 

• No analytics on mobile: Salespeople must be able to access reports on the move, but this is not achievable with HubSpot’s basic mobile app.
• Scheduled reports: You may arrange the emailing of report dashboards at regular times. Reports cannot be scheduled individually.
• Custom reports: You may generate bespoke reports based on your sales data using HubSpot. They are exclusive to the Professional version and above, and hub-wide constraints apply.
• Customization: Creating standard procedures inside your CRM is excellent, but being able to configure it according to your unique company needs takes it to the next level. Each firm has a distinct method of operation, which must be reflected in its CRM. Whether it’s the product’s appearance or the accessible modules and fields, the CRM should conform to the organization’s structure and not the other way around. Zoho offers a great deal of freedom in structuring your CRM. HubSpot provides particular customization possibilities, but most are restricted to premium versions.

What Zoho Offers – 

• Sandbox for testing: Make risk-free modifications to your CRM by testing them in a sandbox environment before release.
• Custom functionality: Construct new functions and easily add custom buttons or links to your CRM.
• Custom record views: Customize the overall appearance of your information, encourage CRM use, and increase productivity.

What HubSpot Offers – 

• Limited custom components: The Enterprise license allows the creation of bespoke modules, although the limit is modest and applies to all hubs.
• Interface customization: You may choose which reports appear on your primary dashboard and rearrange the order in which fields are shown inside a record. You cannot alter the appearance of tabs, group them, or rearrange them.
• Process & customer journey management: Whether it’s how to manage a new lead, finish a contract, or escalate a customer concern, everything in your firm adheres to a procedure. Standardization is the key to achieving operational efficiency. Your CRM should aid in the development and implementation of all systems. You should be able to include rules to automate some processes or guarantee that staff does the appropriate actions at the correct times. Zoho enables you to standardize several areas of your operations and to personalize your customers’ experiences. HubSpot offers a set of process management solutions with a more limited reach. HubSpot, on the other hand, restricts this feature to your sales funnel phases and only enables you to automate specific actions and activities at each level.

What Zoho Offers – 

• Multiple page layouts: Unique data, views, workflows, and analytics include numerous sales processes inside a single CRM.
• Journey orchestration: As consumers connect with your company at many touchpoints, customize their experiences.
• Process blueprints: Construct standardized procedures, lead CRM users through them, and ensure the appropriate actions are executed in the proper time.

What HubSpot Offers – 

• No custom validation logic: There are some built-in validation rules. However, you cannot develop custom validation rules to fit your business requirements.
• No escalation rules: Escalation of tickets/cases is not accessible to Sales Hub members.
• Only quote-based approval: Record approval may only be configured for quotations and comes with few choices.
• Sales force automation: A fundamental necessity for any CRM is facilitating sales representatives’ work. A user-friendly interface and the automation of mundane chores allow them to concentrate more and increase their productivity. Zoho and HubSpot give sales representatives basic modules for managing contacts, accounts, deals, and sales activity. Zoho provides a broader selection of tools for managing CRM data and automating complicated processes.

What Zoho Offers – 

• In-depth sales forecasting: You may establish predictions for quantities based on either role or territory hierarchies.
• Better data entry: To simplify difficult data input operations, it is possible to parse emails, automate record generation from forms, and provide simple data wizards.
• More automation avenues: Starting with the free version of Zoho, you have access to workflows. In addition to workflows, you may create and run macros for often-performed repetitive operations and develop and schedule your custom functions.

What HubSpot Offers –

• Limited notification options: The default HubSpot alerts include record activity, website visitors, and form submissions. They exclude social activities. You can configure workflow notifications for certain HubSpot events but not for bespoke third-party events.
• Workflow availability: HubSpot provides a variety of automation solutions for its processes. However, they are only accessible in the Professional version and above, and the restrictions are not very generous, mainly if you utilize them across numerous hubs. Additional workflow pack options are available for a fee.
• Customizing sales structure: Advanced sales force automation capabilities include building up several funnels, employing various currencies, and automatically scoring leads depending on their actions.