Compare Whatfix vs. Zoho CRM

COMPARE

Whatfix

VS

Zoho CRM

VS

VS

Axxess

VS

VS

nanoRep

VS

VS

PhoneBurner

VS

VS

Carta

VS

Whatfix screenshot Zoho CRM screenshot Axxess screenshot nanoRep screenshot PhoneBurner screenshot Carta screenshot
PRICING PAGE

SCORE

Our Score

7.9 ?

Our Score

9.5 ?

Our Score

8.0 ?

Our Score

8.0 ?

Our Score

8.3 ?

Our Score

6.5 ?

CUSTOMER SATISFACTION

CUSTOMER SATISFACTION

CUSTOMER SATISFACTION

100% ?

CUSTOMER SATISFACTION

96% ?

CUSTOMER SATISFACTION

96% ?

CUSTOMER SATISFACTION

100% ?

CUSTOMER SATISFACTION

100% ?

CUSTOMER SATISFACTION

99% ?

Price

Price

by quote

$12

by quote

$490

$67.50

$19

PRICING MODEL

PRICING MODEL

Quote-based Monthly payment | Annual Subscription Quote-based Monthly payment Monthly payment Monthly payment
FULL REVIEW

FULL REVIEW

OVERVIEW

OVERVIEW

Whatfix is an online solution that helps the businesses in creating interactive and compelling user guides and walkthroughs on their online business sites.
A winner of 2015 Marketing Software Award. It lets you automate salesforce, track opportunities, forecast sales, efficiently manage contacts and much more.
Axxess is a fast-growing home health technology company that offers a complete suite of innovative, cloud-based software and services.
Maximize conversion & reduce support load by providing personalized answers for every question.
PhoneBurner is a power dialer and sales acceleration solution that greatly increases productivity over the phone without additional software.
Carta frees you from repeating tedious tasks when processing orders, from receiving and shipping them to collecting receivables and replenishing stocks.
QUICK LINKS
FEATURES

FEATURES

Whatfix FEATURES

  • Interactive user guides
  • Multiple guide formats including videos, graphics, images, and text.
  • Multi-lingual support
  • Multi-device support
  • Multi-browser compatibility
  • Customizable user interface
  • Self-hosting
  • White label
  • Data analytics
  • API
  • Dynamic URL support
  • User tracking

Zoho CRM FEATURES

Sales Force Automation
  • Lead Generation & Qualification
  • Pipeline Analysis
  • Sales Stage & Probability Analysis
  • Competitive Analysis
  • Real-Time Forecasting
  • Quota Management
Lead Management
  • Automate lead management process
  • Fast track lead to deal process
  • Capture leads from website
  • Import leads from trade shows, seminars, direct mail, etc.
  • Match sales-ready leads to the right sales people
  • Convert prospects into opportunities, accounts, and contacts with a single click
  • Sales processes as per own best practices (B2B & B2C)
Account Management
  • Single database
  • Customer data across products, geographies, account, and status
  • Parent-child relationships between customer accounts and their subsidiaries
  • Price quotes, sales orders and invoices
  • Purchase history to find cross-sell and up-sell opportunities
  • Loyalty programs
Effective Follow-up
  • Log important customer calls
  • Save customer meetings and calls in an intuitive calendar
  • Invite employees, leads and contacts to meetings and events
  • Manage recurring events by day, week, month and/or year
Website Integration with Forms
  • Create forms with no coding
  • Set rules to simplify lead distribution
  • Upload forms live instantly
  • Catch leads directly into your CRM
CRM Workflow Management
  • Workflow alerts while creating or modifying records
  • Associate tasks to the workflow rules with CRM records
  • Email notifications with templates and upon triggering a workflow rule
  • Auto schedule the workflow actions at pre-defined interval
  • Instant notifications to 3rd party applications via Webhooks
  • Custom Functions
  • Macros automate tasks
Sales Tracking
  • Sales Opportunity Management
  • Monitor sales opportunities across sales cycle
  • Import sales opportunities from third-party solutions and services
  • 360-degree view
  • Drag-and-drop customization wizard
  • Big deal alert
  • Sales pipeline and sales escalation process
  • Free Edition
Pulse
  • Track records that are critical to your business based on your criteria
  • Stay on top of sales updates in real time
  • Identify cold prospects for a sales follow-up
  • Sort updates by users and modules
  • Sort records by record owner and module
  • Complete visibility based on last activity
Sales Forecasting
  • Revenue based on data within Zoho CRM
  • Create, assign and revise sales quotas
  • Assess individual and team performance
  • Forecast accuracy against commit amounts
  • Fully customizable forecast reports and dashboards
Productivity
  • Business Card View
  • Quick glance at important details of the contact without scrolling or searching
  • Customize fields
MailMagnet
  • Captures, collates and distributes customer email activity within your CRM
  • Get notification and reply to customer emails within CRM
  • Intuitively scans your mailbox and displays only relevant emails
  • Send emails via your favorite mail client
  • Get a copy of the email linked to the right lead or contact in CRM
  • Link prospect and customers emails with your CRM data
  • Share emails from prospects based on your own rules
  • Create mail merge templates for different modules
  • Get updated user info in merged documents
  • Manage templates in secured folders
Document Library
  • Role-based folders, sub-folders
  • Share collateral to your salespeople
  • Send documents from your CRM
  • One document can have multiple versions
  • Quick feedback from colleagues to improve document
Social CRM
  • View social interactions of your brand with prospect
  • Reply to direct messages, likes and mentions via your brand’s social profile
  • Engage future prospects from within the social stream
  • Stay tapped on customer’s interests and updates
  • Comment or like them inside CRM
Mobile CRM
  • Real time access to customer data
  • Receive sales alerts
  • Search customers nearby, create tasks
  • Capture trade show leads directly into Zoho CRM
  • Digitalize and save business cards on your iPhone
CRM for Google Apps
  • Custom Modules, API, Webhooks and Custom Functions
  • Create campaigns, email marketing & autoresponders
  • Enable security controls, organizational hierarchy & territories

Axxess FEATURES

  • Home health software
  • Revenue cycle management
  • Billing services
  • Patient engagement
  • Patient education
  • Mobile solutions

nanoRep FEATURES

  • web self-service widgets through mobile, web & social
  • customer analytics
  • intelligent support agent tools
  • real-time FAQs
  • intelligent contextual answers in any language
  • interactive troubleshooting flows
  • easy escalation to agents via email or chat
  • widget customization
  • proactive engagement with high-value customers
  • conversion tracking
  • SLA tracking
  • custom charts
  • customer feedback
  • Google Analytics Integration and API for enterprise customers
  • support ticket system
  • queue management
  • Rule Engine that sends auto-responders, assignment to users etc.
  • in terms of security , Access to servers is restricted to HTTPS protocol encrypted by SSL3 and TLS cryptography.

PhoneBurner FEATURES

  • Auto-dialer dials your leads for you one after another
  • Call tracking, reporting, and analytics
  • For outbound call centers
  • Included CRM + Salesforce integration and API
  • Instantly send personalized emails
  • Real-time alerts of email opens, attachment views and more
  • View call and session statistics
  • Voice Mail instantly leaves a pre-recorded voice mail

Carta FEATURES

  • Easy-to-create or automated sales orders and purchase orders
  • Tracking for shipped, invoiced and/or paid orders
  • Collaboration platform to confirm or change orders with key people
  • Full transparency to check who did what and when
  • PDF export for printing or filing
  • Automated calculations on profits and direct costs
  • Inventory stock tracking and controlling
  • Reorder points and reorder quantities setting
  • Product listing via vendor’s product codes
  • Product sorting by name, price, etc
  • Access to financial snapshots with graphs of sales and profit
  • Full information for all your contacts
  • Full lists of your employees and products
  • Customizable privacy settings
  • In-software communication with vendors and customers
  • Automated notifications for low stock, status updates and more
  • Compatible with PC, Mac, Chrome, IE, Firefox, Safari and mobile browsers
PROMINENT CUSTOMERS

PROMINENT CUSTOMERS

Flipkart, AVNET, bmc ClearTrip for Business, TDirect, ThinkCre8tive, Pepperstone Aviator Home Health, Agape Home Care Services, A&M Nursing Services LLC IKEA, MTV, Build.com, Thomas Cook, Pods.com, Waze, Wix, eToro, Oanda, Rocketlawyer, Plimus Empower Network, Coldwell Banker, Farmers Insurance, Remax
CUSTOMER TYPES

CUSTOMER TYPES

Small Business | Large Enterprises | Medium Business Small Business | Large Enterprises | Medium Business | Freelancers Small Business | Large Enterprises | Medium Business Small Business | Medium Business | Freelancers Small Business | Medium Business
LANGUAGES SUPPORTED

LANGUAGES SUPPORTED

USA, UK, Canada, International USA, UK, Canada, International USA, UK, Canada, International USA, UK, Canada, Germany USA, UK, Canada, International USA, UK, Canada, China, Germany, India, Japan
SUPPORT TYPES

SUPPORT TYPES

Phone
Ticket Training
Phone
Ticket Training
Phone Live Support
Live Support
Ticket Training
Phone Live Support
Phone
CONTACT PHONE

CONTACT PHONE

+1-800-459-7098 +1-888-900 9646 +1-866-795-5990 +1-888-369-9131 1.800.377.9202
CONTACT EMAIL

CONTACT EMAIL

sales@whatfix.com sales@zohocorp.com support@axxess.com support@phoneburner.com info@getcarta.com
COMPANY'S ADDRESS

COMPANY'S ADDRESS

955 Benecia Avenue
Sunnyvale, CA 94085
USA
4141 Haciendra Drive
Pleasanton, CA 94588
USA
16000 Dallas Parkway, Suite 700N,
Dallas, TX 75248
USA
not listed PhoneBurner, Inc
999 Corporate Drive, Suite #255
Ladera Ranch, CA 92694
USA
Archon Systems
260 Carlaw Ave. Unit 207
Toronto, Canada
M4M 3L1
PRICING DETAILS

PRICING DETAILS

Whatfix’s SMB and enterprise pricing information is available only upon request. Contact the company for more details, and ask for your quote.

Zoho CRM offers a monthly or yearly pay-as-you-go service that you can cancel, upgrade/downgrade anytime. All major cards and bank or check transfer are accepted. There is also a great free trial plan that you can try out. These are the SMB and enterprise pricing plans to choose from:

Standard – $12/user/month (billed annually)

  • Sales Forecasting
  • Reports and dashboards
  • Document library
  • Roles and profiles
  • Mass email
  • Call center connectors
  • 100,000 records

Professional – $20/user/month (billed annually)

  • All Features from the Standard Plan
  • Email integration
  • Social CRM
  • Google AdWords integration
  • Workflow automation
  • Inventory management
  • Macros
  • Unlimited records

Enterprise – $35/user/month (billed annually)

  • All Features from the Professional Plan
  • Territory management
  • Custom applications
  • Custom buttons
  • Workflow approval processes
  • Page layouts
  • Custom modules
  • Multiple currencies

Ultimate – $100/user/month

  • All Features from the Enterprise Plan
  • Sandbox
  • Dedicated Database cluster
  • Priority support
  • Advanced customization
  • Advanced CRM analytics
  • Enhanced storage

Axxess’s enterprise pricing information is available only upon request. Contact the company for more details, and ask for your quote.

Here are the nanoRep cost details:

Basic plan at $490 a month which gives access to 2,500 answers in 1 Knowledge Base with unlimited number of agents in online help desk

Pro Plan is at $990 a month for 10,000 answers in 2 Knowledge Bases, free unlimited agents & ticketing support

Pro Plus plan at $2,990 a month which gives access to 30,000 answers, unlimited agents, ticketing, BI & Analytics, enhanced SEO, contextual answers and many more features

PhoneBurner offers two hour-based enterprise pricing plans, and a number of volume pricing discounts. Give the details a look, and select the best option for your company:

7.5 Hours – $67.50/month

  • 450 rollover minutes
  • Instantly drop voicemails
  • Instantly send emails
  • Built in CRM (+Salesforce integration)
  • Advanced search, sort, and tags
  • Custom dispositions
  • Dial-session Google search
  • Personal “do-no-call” list
  • Local ID (optional extra)
  • Phone support

Unlimited Hours – $149/month

  • All you can dial
  • Instantly drop voicemails
  • Instantly send emails
  • Built in CRM (+Salesforce integration)
  • Advanced search, sort, and tags
  • Custom dispositions
  • Dial-session Google search
  • Personal “do-no-call” list
  • Local ID (optional extra)
  • Use your own email server
  • Call recording
  • SmartSender trackable attachments
  • SmartSender with retargeting
  • Phone support

With PhoneBurner volume pricing you get discounts on 3 accounts or more. Unlimited usage per seat.

  • 3 Seats – $371.01/month (17% discount)
  • 5 Seats – $558.75/month (25% discount)
  • 10 Seats – $1043/month (30% discount)
  • 20 Seats- $1788/month (40% discount)
  • 50 Seats – $3725/month (50% discount)

Here are the Carta cost details:

Carta is available as a Software-as-a-Service solution in the following plans:

Free Plan (unlimited users): 10 sales orders per month; unlimited purchase orders; unlimited products

$19 per month (unlimited users): 40 sales order per month;  unlimited purchase orders; unlimited products

$39 per month (unlimited users): 100 sales orders per month;  unlimited purchase orders; unlimited products

$99 per month (unlimited users): unlimited sales orders per month;  unlimited purchase orders; unlimited products

PRICING PAGE

PRICING PAGE

Learn more about Whatfix pricing Learn more about Zoho CRM pricing Learn more about Axxess pricing Learn more about nanoRep pricing Learn more about PhoneBurner pricing Learn more about Carta pricing
INTEGRATIONS

INTEGRATIONS

Whatfix integrates with the following business systems and applications:

  • Google Analytics
  • Zendesk
  • Desk.com
  • Freshdesk
  • Salesforce Sales Cloud
  • Intercom
  • Wistia
  • Moodle

You can extend Zoho CRM by integrating it with some of the following applications:

  • Zoho Mobile Edition
  • Zoho Email
  • Zoho Projects
  • Zoho Apps
  • Google Apps
  • Gmail
  • Microsoft Outlook
  • QuickBooks
  • MailChimp
  • Contactology
  • Coconect
  • Constant Contact
  • Zopim
  • Twitter
  • Facebook
  • vWorkApp
  • ClickDesk
  • ExactTarget
  • HelpOnClick
  • gUnify
  • OneSaaS
  • Socket
  • TeamSupport.com
  • GetResponse
  • Wufoo
  • SimplyCast
  • CloudWork
  • Unbounce

No information available.

  • Facebook
  • Magento
  • Live Person
  • Google Analytics
  • Sales Force

PhoneBurner is an open API system, which means you can connect it to literally any third-party system or application. At the moment, the company offers a streamlined integration with Salesforce Sales Cloud.

None indicated.

DEVICES SUPPORTED

DEVICES SUPPORTED

Windows
Linux
Mac
Web-based
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows
Android
iPhone/iPad
Mac
Web-based
Windows
Linux
Android
iPhone/iPad
Mac
Windows
Mac
Web-based
Windows
Linux
Android
iPhone/iPad
Mac
PRODUCT COMPARISONS

PRODUCT COMPARISONS

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Popular Alternatives

Popular Alternatives

QUICK LINKS

QUICK LINKS

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