G2 Vendor Directory

Client Portal vs. Zoho CRM

A side-by-side comparison based on G2 review data.

MetricClient Portal

by Client Portal

Zoho CRM

by Zoho

Overall rating3.74.1
Review count112,956
Ease of use10.08.5
Ease of setup0.08.3
Quality of support5.08.0
Meets requirements5.78.6
NPS9.09090938.596491
Small Business45.5%61.6%
Mid-Market18.2%32.3%
Enterprise36.4%6.1%
Total page views778,329
Total LLM citations466129,821

Client Portal

Client Portal integrates with WordPress to help you manage your client projects, without the bulky project management software.

Pros

    Zoho CRM

    Zoho CRM is a cloud-based 360° customer relationship management tool that caters to business needs of mid-scale businesses to large-scale enterprises. Key features include contact management, sales funnels, pipeline management, workflow automation, AI-powered conversational assistant, task management, managing marketing campaigns, sales forecasting, customer support & service, inventory management, reporting & analytics, and seamlessly integrating with 500+ popular business apps in a single business system.

    Pros

    • Ease of Use
    • Features
    • Integrations
    • Lead Management
    • Easy Integrations
    • Helpful