Zoho CRM vs Poltio

Zoho CRM is a cloud-based customer relationship management (CRM) software that helps businesses of all sizes close deals smarter, better and faster. The solution lets businesses reach their customers through every channel, including telephone, email, social media, and live chat.
Zoho CRM is a cloud-based customer relationship management (CRM) software that helps businesses of all sizes close deals smarter, better and faster....

Deployment

  • Cloud-based
  • On-premise

Support Options

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
Poltio is a customer engagement platform that uses interactive content and engaged data to engage users across multiple channels. Poltio’s customizable UI/UX technology allows organizations of all sizes, across industries, to create a personal relationship with their customers at scale.
Poltio is a customer engagement platform that uses interactive content and engaged data to engage users across multiple channels. Poltio’s customizabl...

Deployment

  • Cloud-based
  • On-premise

Support Options

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat

Starting from

£10.00/month

  • Free Version
  • Free Trial
  • Subscription

Starting from

US$40.00/month

  • Free Version
  • Free Trial
  • Subscription

Overall rating

4.3 /5
(6,749)

Ease of Use

4.1/5

Features

4.3/5

Customer Service

4.1/5

Value for Money

4.3/5

Overall rating

5 /5
(10)

Ease of Use

4.9/5

Features

5/5

Customer Service

5/5

Value for Money

4.9/5

Total features 202

  • A/B Testing
  • AI/Machine Learning
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Escalation
  • Alerts/Notifications
  • Appointment Management
  • Appointment Scheduling
  • Asset Lifecycle Management
  • Automated Routing
  • Budgeting/Forecasting
  • Business Card/Badge Scanning
  • Business Process Automation
  • Business Process Control
  • Buyer Management
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call Management
  • Campaign Analytics
  • Campaign Management
  • Campaign Planning
  • Campaign Segmentation
  • Channel Management
  • Chat/Messaging
  • Churn Management
  • Client Management
  • Client Portal
  • Client Tracking
  • Client/Property Matching
  • Collaboration Tools
  • Commenting/Notes
  • Communication Management
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Content Creation
  • Content Delivery
  • Content Management
  • Contract/License Management
  • Conversion Tracking
  • Correlation Analysis
  • Customer Activity Tracking
  • Customer Database
  • Customer Engagement
  • Customer Experience Management
  • Customer History
  • Customer Segmentation
  • Customer Social Profiles
  • Customer Support
  • Customer Surveys
  • Customisable Branding
  • Customisable CTAs
  • Customisable Forms
  • Customisable Reports
  • Customisable Templates
  • Customizable Fields
  • Dashboard
  • Dashboard Creation
  • Data Import/Export
  • Data Synchronisation
  • Data Visualisation
  • Document Management
  • Document Storage
  • Donor Management
  • Drag & Drop
  • Drip Campaigns
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Email Tracking
  • Engagement Tracking
  • Event Triggered Actions
  • Exception Reporting
  • Expense Tracking
  • Feedback Management
  • Field Sales Management
  • For AEC Industry
  • For Financial Institutions
  • For Healthcare
  • For Insurance Industry
  • For Mac Devices
  • For Nonprofits
  • For Real Estate
  • For Sales Teams/Organizations
  • For Small Businesses
  • For Startups
  • For iPad Devices
  • Forecasting
  • Gamification
  • Goal Management
  • Goal Setting/Tracking
  • Graphical Data Presentation
  • Help Desk Management
  • Incentive Management
  • Interaction Tracking
  • Internal Chat Integration
  • Landing Pages/Web Forms
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Live Chat
  • Loyalty Program
  • Marketing Automation
  • Marketing Calendar
  • Meeting Management
  • Mobile Access
  • Modeling & Simulation
  • Monitoring
  • Multi-Campaign
  • Multi-Channel Communication
  • Multi-Channel Data Collection
  • Multi-Channel Management
  • Multi-Channel Marketing
  • Multi-Currency
  • Multi-Language
  • Multivariate Testing
  • Negative Feedback Management
  • Opportunity Management
  • Performance Management
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Predictive Analytics
  • Prioritisation
  • Product Catalogue
  • Progress Tracking
  • Project Management
  • Project Tracking
  • Proposal Generation
  • Proposal Management
  • Prospecting Tools
  • Quota Planning
  • Quotes/Estimates
  • ROI Tracking
  • Real-Time Analytics
  • Real-Time Data
  • Real-Time Notifications
  • Real-Time Reporting
  • Real-Time Updates
  • Referral Tracking
  • Relationship Tracking
  • Reminders
  • Remote Access/Control
  • Reporting & Statistics
  • Reporting/Analytics
  • Rewards Management
  • Role-Based Permissions
  • Sales Activity Management
  • Sales Analytics
  • Sales Approval
  • Sales Automation
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Planning
  • Sales Reports
  • Sales Trend Analysis
  • Scheduling
  • Search Marketing
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Service Level Agreement (SLA) Management
  • Social Marketing
  • Social Media Integration
  • Social Media Monitoring
  • Social Promotion
  • Source Tracking
  • Statistical Analysis
  • Survey/Poll Management
  • Surveys & Feedback
  • Tagging
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Team Assignments
  • Template Management
  • Templates
  • Territory Management
  • Text Analysis
  • Third-Party Integration
  • Third-Party Integrations
  • Training Management
  • Transaction History
  • Trend Analysis
  • User Management
  • Visual Analytics
  • Warranty Tracking
  • Web Forms
  • Web-based Deployment
  • Website Integration
  • Website Visitor Tracking
  • Widgets
  • Workflow Configuration
  • Workflow Management
  • eCommerce Management

Total features 30

  • A/B Testing
  • AI/Machine Learning
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Escalation
  • Alerts/Notifications
  • Appointment Management
  • Appointment Scheduling
  • Asset Lifecycle Management
  • Automated Routing
  • Budgeting/Forecasting
  • Business Card/Badge Scanning
  • Business Process Automation
  • Business Process Control
  • Buyer Management
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call Management
  • Campaign Analytics
  • Campaign Management
  • Campaign Planning
  • Campaign Segmentation
  • Channel Management
  • Chat/Messaging
  • Churn Management
  • Client Management
  • Client Portal
  • Client Tracking
  • Client/Property Matching
  • Collaboration Tools
  • Commenting/Notes
  • Communication Management
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Content Creation
  • Content Delivery
  • Content Management
  • Contract/License Management
  • Conversion Tracking
  • Correlation Analysis
  • Customer Activity Tracking
  • Customer Database
  • Customer Engagement
  • Customer Experience Management
  • Customer History
  • Customer Segmentation
  • Customer Social Profiles
  • Customer Support
  • Customer Surveys
  • Customisable Branding
  • Customisable CTAs
  • Customisable Forms
  • Customisable Reports
  • Customisable Templates
  • Customizable Fields
  • Dashboard
  • Dashboard Creation
  • Data Import/Export
  • Data Synchronisation
  • Data Visualisation
  • Document Management
  • Document Storage
  • Donor Management
  • Drag & Drop
  • Drip Campaigns
  • Email Management
  • Email Marketing
  • Email Response Control
  • Email Templates
  • Email Tracking
  • Engagement Tracking
  • Event Triggered Actions
  • Exception Reporting
  • Expense Tracking
  • Feedback Management
  • Field Sales Management
  • For AEC Industry
  • For Financial Institutions
  • For Healthcare
  • For Insurance Industry
  • For Mac Devices
  • For Nonprofits
  • For Real Estate
  • For Sales Teams/Organizations
  • For Small Businesses
  • For Startups
  • For iPad Devices
  • Forecasting
  • Gamification
  • Goal Management
  • Goal Setting/Tracking
  • Graphical Data Presentation
  • Help Desk Management
  • Incentive Management
  • Interaction Tracking
  • Internal Chat Integration
  • Landing Pages/Web Forms
  • Lead Capture
  • Lead Distribution
  • Lead Generation
  • Lead Management
  • Lead Nurturing
  • Lead Qualification
  • Lead Segmentation
  • Live Chat
  • Loyalty Program
  • Marketing Automation
  • Marketing Calendar
  • Meeting Management
  • Mobile Access
  • Modeling & Simulation
  • Monitoring
  • Multi-Campaign
  • Multi-Channel Communication
  • Multi-Channel Data Collection
  • Multi-Channel Management
  • Multi-Channel Marketing
  • Multi-Currency
  • Multi-Language
  • Multivariate Testing
  • Negative Feedback Management
  • Opportunity Management
  • Performance Management
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Predictive Analytics
  • Prioritisation
  • Product Catalogue
  • Progress Tracking
  • Project Management
  • Project Tracking
  • Proposal Generation
  • Proposal Management
  • Prospecting Tools
  • Quota Planning
  • Quotes/Estimates
  • ROI Tracking
  • Real-Time Analytics
  • Real-Time Data
  • Real-Time Notifications
  • Real-Time Reporting
  • Real-Time Updates
  • Referral Tracking
  • Relationship Tracking
  • Reminders
  • Remote Access/Control
  • Reporting & Statistics
  • Reporting/Analytics
  • Rewards Management
  • Role-Based Permissions
  • Sales Activity Management
  • Sales Analytics
  • Sales Approval
  • Sales Automation
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Planning
  • Sales Reports
  • Sales Trend Analysis
  • Scheduling
  • Search Marketing
  • Search/Filter
  • Segmentation
  • Self Service Portal
  • Service Level Agreement (SLA) Management
  • Social Marketing
  • Social Media Integration
  • Social Media Monitoring
  • Social Promotion
  • Source Tracking
  • Statistical Analysis
  • Survey/Poll Management
  • Surveys & Feedback
  • Tagging
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Team Assignments
  • Template Management
  • Templates
  • Territory Management
  • Text Analysis
  • Third-Party Integration
  • Third-Party Integrations
  • Training Management
  • Transaction History
  • Trend Analysis
  • User Management
  • Visual Analytics
  • Warranty Tracking
  • Web Forms
  • Web-based Deployment
  • Website Integration
  • Website Visitor Tracking
  • Widgets
  • Workflow Configuration
  • Workflow Management
  • eCommerce Management
  • ActiveCampaign
  • Adobe Acrobat Sign
  • Amity
  • Avaya Experience Platform
  • Bedrock Data
  • Box
  • BurstSMS
  • Dealfront
  • Docusign
  • Dropbox Business
  • Eventbrite
  • GetResponse
  • Gmail
  • GoTo Meeting
  • GoToWebinar
  • Google Ads
  • Google Analytics 360
  • Google Calendar
  • Google Drive
  • Google Workspace
  • HubSpot CRM
  • Join.Me
  • Jotform
  • Kixie PowerCall
  • LinkedIn for Business
  • Mailchimp
  • Meta for Business
  • Microsoft 365
  • Microsoft Outlook
  • Operations Hub
  • PandaDoc
  • PayPal
  • Proposify
  • QuickBooks Online
  • QuoteWerks
  • Quoter
  • RingCentral Contact Center
  • SMS-Magic
  • Saasu
  • Shopify
  • SimplyCast
  • Skyvia
  • Slack
  • SurveyMonkey
  • Trello
  • Twilio
  • Twitter/X
  • Webhook Relay
  • XML Management
  • Xero
  • Zapier
  • Zendesk Suite
  • Zoho Analytics
  • Zoho Assist
  • Zoho Billing
  • Zoho Books
  • Zoho Campaigns
  • Zoho Cliq
  • Zoho Creator
  • Zoho Desk
  • Zoho Expense
  • Zoho Forms
  • Zoho Mail
  • Zoho Meeting
  • Zoho Projects
  • Zoho SalesIQ
  • Zoho Sign
  • Zoho Social
  • Zoho Survey
  • Zoho Writer
  • iQuoteXpress
  • mailparser.io
  • ActiveCampaign
  • Adobe Acrobat Sign
  • Amity
  • Avaya Experience Platform
  • Bedrock Data
  • Box
  • BurstSMS
  • Dealfront
  • Docusign
  • Dropbox Business
  • Eventbrite
  • GetResponse
  • Gmail
  • GoTo Meeting
  • GoToWebinar
  • Google Ads
  • Google Analytics 360
  • Google Calendar
  • Google Drive
  • Google Workspace
  • HubSpot CRM
  • Join.Me
  • Jotform
  • Kixie PowerCall
  • LinkedIn for Business
  • Mailchimp
  • Meta for Business
  • Microsoft 365
  • Microsoft Outlook
  • Operations Hub
  • PandaDoc
  • PayPal
  • Proposify
  • QuickBooks Online
  • QuoteWerks
  • Quoter
  • RingCentral Contact Center
  • SMS-Magic
  • Saasu
  • Shopify
  • SimplyCast
  • Skyvia
  • Slack
  • SurveyMonkey
  • Trello
  • Twilio
  • Twitter/X
  • Webhook Relay
  • XML Management
  • Xero
  • Zapier
  • Zendesk Suite
  • Zoho Analytics
  • Zoho Assist
  • Zoho Billing
  • Zoho Books
  • Zoho Campaigns
  • Zoho Cliq
  • Zoho Creator
  • Zoho Desk
  • Zoho Expense
  • Zoho Forms
  • Zoho Mail
  • Zoho Meeting
  • Zoho Projects
  • Zoho SalesIQ
  • Zoho Sign
  • Zoho Social
  • Zoho Survey
  • Zoho Writer
  • iQuoteXpress
  • mailparser.io