Dex vs Zoho CRM

Overview

Zoho CRM

Stacks264

Followers207

Votes2

Dex

Stacks42

Followers55

Votes0

Dex vs Zoho CRM: What are the differences?

## Key Differences between Dex and Zoho CRM

Dex is a lightweight, user-friendly CRM system that focuses on simplicity and ease of use. On the other hand, Zoho CRM offers a wide range of features and functionalities suitable for both small businesses and large enterprises.

1. **Customization Options**: Dex provides limited customization options, mainly focusing on basic contact management and sales pipelines. In contrast, Zoho CRM offers extensive customization features, allowing users to tailor their CRM system to meet specific business requirements with custom modules, fields, and workflow rules.

2. **Integration Capabilities**: While Dex offers basic integrations with commonly used apps like Microsoft Office, Zoho CRM provides a vast selection of integrations with third-party applications such as email marketing tools, project management software, and accounting systems, enhancing overall productivity and efficiency.

3. **Mobile Access**: Dex has a mobile-friendly interface but lacks a dedicated mobile app, limiting functionalities on mobile devices. Zoho CRM, on the other hand, offers a robust mobile app that provides full access to CRM features on-the-go, enabling users to manage contacts, deals, and tasks from anywhere.

4. **Scalability**: Dex is more suitable for small businesses with limited users, as its scalability options are limited. In contrast, Zoho CRM is scalable to accommodate the needs of growing businesses, offering flexible pricing plans and advanced features that cater to businesses of all sizes.

5. **Automation Features**: Dex offers basic automation capabilities such as email templates and simple workflow automation. Zoho CRM, on the other hand, provides advanced automation features like macros, blueprint, and workflow automation, streamlining repetitive tasks and improving overall efficiency.

6. **Reporting and Analytics**: Dex offers basic reporting capabilities with standard reports on sales performance and pipeline management. Zoho CRM, on the other hand, provides advanced reporting and analytics tools, including customizable dashboards, AI-powered insights, and forecasting features, enabling businesses to make data-driven decisions.

In Summary, Dex and Zoho CRM differ in customization options, integration capabilities, mobile access, scalability, automation features, and reporting and analytics tools.

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Detailed Comparison

Zoho CRM	Dex
Online CRM software for managing your sales, marketing, customer support, and inventory in a single system.	Dex is a personal CRM that helps you build stronger relationships. Remember where you left off, keep in touch, and be more thoughtful -- all in one place.
Capture leads from your website- Seamlessly populate visitor data from your website into your CRM system. Publish spam-free forms and create time and context-sensitive contact strategies;Improve your Workflow- Automatically assign leads and customers to the reps best qualified to handle them;Pulse- Identify, target and follow-up on inactive leads. Use what you learn to refine and improve your sales efforts;Forecasting- Link data from the Opportunities Tracking tool to effectively set sales targets, track progress, and allocate resources to achieve your goals;MailMagnet- Reduce email clutter and focus only on what matters; Keep customers emails inside CRM;Mail Merge- Instantly create bulk Mail Merge documents - in either customized or standard templates;Document Library- Organize & share the latest marketing collateral with salespeople;Social CRM- Link customer's LinkedIn, Facebook and Twitter profiles into your Zoho CRM system;CRM On-The-Go- Stay connected and up-to-date wherever you go. Zoho’s Mobile Edition gives you instant access to customer info and sales activity on your iPad, iPhone, Android and BlackBerry devices;CRM for Google Apps- Zoho CRM works seamlessly with Google Apps, making it easy to collaborate, communicate and share. Whether it's Google Email, Docs, Contacts, Calendar or Tasks, everything’s tightly linked within your CRM account;Extend CRM- APIs, Webhooks & Custom Applications;Market Smarter- Campaigns, Mass Email & Autoresponders;Stay Secure- Profiles, Hierarchy, Groups & Data-Sharing	Sync from Linkedin; Import from Facebook; Facebook birthdays import; Gmail Integration; Google Calendar Integration; Contact Sync; Browser Extension;Twitter Integration; Superhuman Integration
Statistics
Stacks 264	Stacks 42
Followers 207	Followers 55
Votes 2	Votes 0
Pros & Cons
Pros 1 Lead management 1 Email / Blog scheduling	No community feedback yet
Integrations
Zopim FreshDesk Unbounce	No integrations available

What are some alternatives to Zoho CRM, Dex?

Salesforce Sales Cloud

The Sales Cloud puts everything you need at your fingertips—available anywhere. From Social accounts and contacts to Mobile, Chatter, and Analytics, collaboration across your global organization and getting deals done faster is not only possible, it's easy.

Pipedrive

Pipeline tool for active dealmakers. Get super-organized. Close deals in less time. Built by active salespeople and serious web app developers.

Streak

Streak lets you keep track of all your deals right from your inbox. We let you group emails from the same customer together into one view and push that customer through your pipeline.

OnePageCRM

OnePageCRM is the 1st action-focused sales CRM. It helps small and medium-sized businesses take control of their sales, focus on what needs to be done next, follow up with every lead, and close more deals, one sales action at a time.

Highrise

Highrise CRM helps you manage your contacts, keep track of who said what when, schedule follow-ups, set reminders, and convert leads into done deals.

Close.io

Close allows startups to close more deals and make more sales. Salespeople can spend more time communicating with their customers and less time on data entry because all activities are automatically tracked.

Odoo

It is a business management software including CRM, e-commerce, billing, accounting, manufacturing, warehouse, project management, and inventory management.

Lemprep

Lemprep gives sales reps a competitive edge by transforming minimal inputs into deep, actionable intelligence. Discover buyer pain points, organizational priorities, and market opportunities so you can run impactful, high-confidence sales calls that drive predictable results.

Capsule CRM

Use Capsule to keep track of the people and companies you do business with, communications with them, opportunities in the pipeline, and what needs to be done when.

Captira Bail Management Software

#1 Bail software for 15+ years to service Bail Agents and Bail Agencies. Captira includes the best CRM type features to manage defendants and indemnitors plus it includes eSign, GPS check-ins, GeoFence, Bail Pay, and powerful automation. All built to simplify case management and boost efficiency.

Related Comparisons

Dex vs Zoho CRM: What are the differences?

## Key Differences between Dex and Zoho CRM

Dex is a lightweight, user-friendly CRM system that focuses on simplicity and ease of use. On the other hand, Zoho CRM offers a wide range of features and functionalities suitable for both small businesses and large enterprises.

1. **Customization Options**: Dex provides limited customization options, mainly focusing on basic contact management and sales pipelines. In contrast, Zoho CRM offers extensive customization features, allowing users to tailor their CRM system to meet specific business requirements with custom modules, fields, and workflow rules.

2. **Integration Capabilities**: While Dex offers basic integrations with commonly used apps like Microsoft Office, Zoho CRM provides a vast selection of integrations with third-party applications such as email marketing tools, project management software, and accounting systems, enhancing overall productivity and efficiency.

3. **Mobile Access**: Dex has a mobile-friendly interface but lacks a dedicated mobile app, limiting functionalities on mobile devices. Zoho CRM, on the other hand, offers a robust mobile app that provides full access to CRM features on-the-go, enabling users to manage contacts, deals, and tasks from anywhere.

4. **Scalability**: Dex is more suitable for small businesses with limited users, as its scalability options are limited. In contrast, Zoho CRM is scalable to accommodate the needs of growing businesses, offering flexible pricing plans and advanced features that cater to businesses of all sizes.

5. **Automation Features**: Dex offers basic automation capabilities such as email templates and simple workflow automation. Zoho CRM, on the other hand, provides advanced automation features like macros, blueprint, and workflow automation, streamlining repetitive tasks and improving overall efficiency.

6. **Reporting and Analytics**: Dex offers basic reporting capabilities with standard reports on sales performance and pipeline management. Zoho CRM, on the other hand, provides advanced reporting and analytics tools, including customizable dashboards, AI-powered insights, and forecasting features, enabling businesses to make data-driven decisions.

In Summary, Dex and Zoho CRM differ in customization options, integration capabilities, mobile access, scalability, automation features, and reporting and analytics tools.

Dex vs Zoho CRM

Overview