Home > CRM Software > Zoho CRM > Zoho CRM vs kvCORE

Zoho CRM vs kvCORE

Last Updated:

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

Overview Pricing Benefits & Features Analyst Ratings Comparison Charts User Ratings Analyst Summary Screenshots
Zoho CRM Software Tool
SelectHub Award Winner
kvCORE Software Tool
SelectHub Award Winner
Get Free Demo Demo    Request Pricing Pricing
Get Free Demo Demo    Request Pricing Pricing

Product Basics

Analyst Rating

87 Detailed Analysis

User Sentiment

Great User Sentiment (11200 Reviews)

Analyst Rating

we're gathering data
Detailed Analysis

User Sentiment

Excellent User Sentiment (2022 Reviews)
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.
read more...

kvCORE is a cloud-based, suite solution designed to optimize growth and streamline operations for real estate agencies. It provides users with workflow automation, centralized data and AI-powered tools to boost efficiency.

Realtors can build comprehensive client profiles using validated data, manage leads and SOI from a central dashboard and share contact profiles with other stakeholders.

The mobile app offers additional accessibility with features like a power dialer, remote communication and task management. Users can improve extensibility with Zapier integrations.

read more...
$14/User, Monthly
Free Trial is available →
Get a free price quote
Tailored to your specific needs
$499 Monthly
Free Trial is unavailable →
Get a free price quote
Tailored to your specific needs
Small 
i
Medium 
i
Large 
i
Small 
i
Medium 
i
Large 
i
Windows
Mac
Linux
Android
Chromebook
Windows
Mac
Linux
Android
Chromebook
Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
In Person
Live Online
Videos
Webinars
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support

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.
read more...
  • Utilize AI: Leverage AI tools to automate lead nurturing and identify the hottest prospects. Combine AI and behavioral insights to engage prospects with personalized messages and content.
  • Optimize Lead Generation: Capture leads from various sources and centralize them using a unified pipeline. Design high-performing websites with customizable IDX features to keep potential buyers and sellers engaged and boost inquiries.
  • Automate Repetitive Tasks: Give sales reps more time to build one-on-one relationships by automating tasks like email follow-ups, lead scoring, and transaction management.
  • Enhance Accessibility: Access contact lists, make calls, and manage tasks on the go with the mobile app. Log notes and assign future follow-ups,
  • Increase Efficiency: Use a central location to manage and promote all listings, including off-market properties. Generate automated social media posts and leverage mass-texting capabilities to maximize listing exposure.
  • Improve Collaboration: Minimize miscommunication between agents and transaction and listing coordinators, lenders and ISA with shareable contact pages, complete with detailed information and notes.
  • Boost Conversion Rates: Improve sales conversions by assigning the best leads to higher performing agents. Enable automatic lead routing based on agent listings, source, location and price point.
read more...
  • 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.
read more...
  • Lead Generation: Turn the company website into a lead magnet with IDX squeeze pages and landing pages. Gather valuable contact information from potential buyers and sellers automatically. Use a built-in poster to share content to social media platforms.
  • Customizable Websites: Design a professional, mobile-friendly website that reflects a unique company brand. Showcase listings, capture leads with strategic CTAs, and boost credibility through compelling content.
  • Contact Validation: Ensure follow up with leads is based on the right information. Use ongoing contact validation to confirm contact information and build a comprehensive client profile from additional sources.
  • AI-Driven Tools: Identify the hottest prospects based on behavioral insights and automate lead nurturing campaigns. Send AI-gnerationed automated texts and personalized follow-ups to boost engagement
  • Mobile App: Stay connected on the go. View daily call lists, access a power dialer, receive notification and manage tasks directly from your phone or tablet.
  • Business Analytics Dashboard: Analyze the entire organization’s data in real time to spot exact sources of closed deals. Receive predictive lead behavior, transaction aging reports, and information on agent and team performance.
  • Communication Tools: Send personalized emails, automate follow-ups, and leverage built-in texting capabilities to stay connected with clients and nurture leads throughout the sales cycle.
  • Integration: Use a Zapier integration to connect thousands of apps including Gmail, Mailchimp, Zillow, Brokermind and Dotloop.
read more...

Product Ranking

#9

among all
CRM Software

#20

among all
CRM Software

Find out who the leaders are

Analyst Rating Summary

87
we're gathering data
100
we're gathering data
92
we're gathering data
93
we're gathering data
Show More Show More

Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Zoho CRM
kvCORE
+ Add Product + Add Product
Account And Contact Management Communication Channels Dashboards And Reports Document Management Lead Management Mobile Capabilities Opportunity Management Partner Relationship Management Platform Capabilities Product Management Quotes, Orders, And Contracts Management Sales Performance Management Team Collaboration 100 92 93 97 100 84 100 60 95 100 84 91 93 0 25 50 75 100
100%
0%
0%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
92%
0%
8%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
83%
17%
0%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
100%
0%
0%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
100%
0%
0%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
86%
0%
14%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
100%
0%
0%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
60%
0%
40%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
95%
0%
5%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
100%
0%
0%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
67%
33%
0%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
88%
0%
12%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
83%
17%
0%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A

Analyst Ratings for Technical Requirements Customize This Data Customize This Data

88%
0%
12%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A
100%
0%
0%
we're gathering data
N/A
we're gathering data
N/A
we're gathering data
N/A

User Sentiment Summary

Great User Sentiment 11200 reviews
Excellent User Sentiment 2022 reviews
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.

94%
of users recommend this product

kvCORE has a 'excellent' User Satisfaction Rating of 94% when considering 2022 user reviews from 3 recognized software review sites.

5.0 (20)
n/a
4.1 (2656)
4.7 (1459)
4.3 (6776)
4.6 (529)
4.5 (797)
n/a
4.2 (951)
4.8 (34)

Awards

SelectHub research analysts have evaluated Zoho CRM and concluded it earns best-in-class honors for Account and Contact Management, Lead Management, Opportunity Management, Platform Capabilities and Platform Security.

Account and Contact Management Award
Lead Management Award
Opportunity Management Award
Platform Capabilities Award
Platform Security Award

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

User Favorite Award

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.
Show more
Client Engagement: Reviewers who mention this feature enjoyed the automated follow-ups and ability to send bulk emails and texts.
Lead Management: Users referencing this feature noted the software’s efficiency in generating, categorizing, tracking and nurturing leads.
Organized Information: The software helps keep information organized in a central repository with a updated dashboard making it easy to see SOI information, search for contacts and track communication activity.
Ease of Use: A majority of the reviews about usability approve of how user-friendly and easy-to-navigate the platform is.
Show more
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.
Show more
Customer Support: A majority of the reviewers who mention this feature felt support response times need improvement.
Technical Glitches: The interface has some small technical issues, and users get logged out frequently, particularly with the mobile app.
Slow Process: Every user who references this aspect noted that the system is slow to load at times.
Show more

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.

Show more

kvCORE is an all-in-one platform designed specifically for the real estate industry. It provides AI-powered tools to automate lead nurturing and identify high-potential prospects. Realtors can optimize lead generation through customizable IDX websites and capture leads from various sources. Additionally, the platform automates repetitive tasks such as email follow-ups and lead scoring, while the mobile app enhances accessibility for on-the-go management.User reviews generally highlight the platform's strengths in client engagement, lead management, organized information storage, and user-friendliness. Some areas for improvement, include customer support response times, occasional technical glitches, and slow loading speeds. Overall, kvCORE offers a comprehensive suite of features designed to streamline real estate CRM workflows for larger teams as small teams and sole realtors may find pricing is cost-prohibitive.

Show more

Screenshots

Top Alternatives in CRM Software

Copper CRM
Creatio
Dynamics 365 Sales
Freshsales
HubSpot Sales
Insightly
monday sales CRM
Nimble CRM
Oracle Sales Cloud
Pipedrive
Pipeliner CRM
Salesforce Sales Cloud
SAP Sales Cloud
Sugar Sell
Zendesk Sell

Related Categories

Accounting CRM Software
Android CRM Software
Automotive CRM Software
Casino CRM Software
Channel Management Software
Church CRM Software
Cloud CRM Software
Complaint Management Software
Construction CRM Software
CRM For Commercial Real Estate
CRM For Consulting
CRM For Macs
CRM Insurance
CRM Software For Project Management
Custom CRM Software
Customer Analytics Software
Customer Database Software
Customer Engagement Platforms
Customer Journey Mapping Software
Customer Profile Software
Customer Retention Software
Customer Success Software
Distribution CRM Software
Ecommerce CRM Software
Email Tracking Software
Financial Services CRM Software
Fundraising CRM Software
Higher Education CRM Software
Hotel CRM Software
Influencer Marketing Software
IT Ticketing Systems
Knowledge Base Software
Lead Management Software
Legal CRM Software
Marketing Analytics Software Tools
Marketing Attribution Software
Mortgage CRM Software
Online CRM Software
Pharmaceutical CRM Software
Press Release Distribution Software
Restaurant CRM Software
Retail CRM Software
Sales Force Automation Software
Sales Management Software
Sales Mapping Software
Travel Agency Software
Venue Management Software
Show more
Accounting CRM Software
Android CRM Software
Automotive CRM Software
Casino CRM Software
Channel Management Software
Church CRM Software
Cloud CRM Software
Complaint Management Software
Construction CRM Software
CRM For Commercial Real Estate
CRM For Consulting
CRM For Macs
CRM Insurance
CRM Software For Project Management
Custom CRM Software
Customer Analytics Software
Customer Database Software
Customer Engagement Platforms
Customer Journey Mapping Software
Customer Profile Software
Customer Retention Software
Customer Success Software
Distribution CRM Software
Ecommerce CRM Software
Email Tracking Software
Financial Services CRM Software
Fundraising CRM Software
Higher Education CRM Software
Hotel CRM Software
Influencer Marketing Software
IT Ticketing Systems
Knowledge Base Software
Lead Management Software
Legal CRM Software
Marketing Analytics Software Tools
Marketing Attribution Software
Mortgage CRM Software
Online CRM Software
Pharmaceutical CRM Software
Press Release Distribution Software
Restaurant CRM Software
Retail CRM Software
Sales Acceleration Software
Sales Management Software
Sales Mapping Software
Travel Agency Software
Venue Management Software
Show more

Head-to-Head Comparison

Zoho CRM VS Copper CRM
Zoho CRM VS Creatio
Zoho CRM VS Dynamics 365 Sales
Zoho CRM VS EngageBay
Zoho CRM VS Freshsales
Zoho CRM VS HubSpot Sales
Zoho CRM VS Infor CloudSuite CRM
Zoho CRM VS Insightly
Zoho CRM VS Nimble CRM
Zoho CRM VS Oracle Sales Cloud

WE DISTILL IT INTO REAL REQUIREMENTS, COMPARISON REPORTS, PRICE GUIDES and more...

SelectHub Products Reporting and Analytics
Build Your Requirements
SelectHub Products Cost and Pricing Guide
Get Your Free Comparison Report
Compare products
Comparison Report
Just drag this link to the bookmark bar.
?
    Table settings