Compare Zoho Books vs Zoho SalesIQ vs Planio

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Crozscore:

86%
what is this?
83%
60%
no significant changes

Crozscore:

86%
what is this?
83%
60%
no significant changes

Crozscore:

76%
what is this?
no significant changes
Zoho Books screenshot view 5 more Zoho SalesIQ screenshot view 1 more Planio screenshot view 2 more

Software Description:

Zoho Books allows you to create, manage and edit sales and purchase transactions like invoices, estimates, PO, SO, credit notes, bills and expenses and more. You can connect your bank and credit card account in Zoho Books and categorize transactions instantly. The dashboard and reports section give you the insight to make smart decisions instantly.
Zoho Books streamlines business processes and you can create custom workflows to automate these processes. You can invite your customers to the client portal, so they can make online payments and view all transactions as well.

You can also invite more users and your financial advisor to Zoho Books. Create a custom role and invite these users with restriction to specific modules if you desire.

Software Description:

Zoho SalesIQ is a website visitor tracking and live chat software for small to large organizations that helps to improve customer engagement on your site and identify sales opportunities. The software provides detailed visitor information, such as location, site behavior, and new or returning visitors, that can be used to identify hot prospects and proactively engage them in chat at the most optimal time.

You can personalize chat sessions with Zoho SalesIQ's customizable chat widget, automatic language translation, and the ability for users to select which agent they would like to speak to. Create pre-defined rules and set up 'hot prospect' notifications to be sent to agents when visitors complete certain actions on your site.

Zoho SalesIQ integrates with Zoho CRM to track and record lead and prospect information. Chat sessions can be automatically converted into contact or lead records in the CRM and you can assign follow up actions without leaving the chat window. Alerts can also be sent to sales staff in Zoho CRM when identified hot prospect return to your site.

The customer engagement app can be used to monitor KPIs around visitor activity, as well as agent performance, through prebuilt reports and performance monitoring stats. Supervisors can use Zoho SalesIQ to co-browse with agents as they chat to prospects and provide coaching with live feedback.

Software Description:

Perfect for Software Teams

Software development teams use Planio for issue and bug tracking, agile workflows and handling customer requests.

Planio is a cloud-based project management suite. It includes issue tracking, Gantt charts, Kanban boards, a help desk, team chat and repository hosting.

Data Protection and Independence

Planio is built on open-source Redmine. That means you retain data independence, rather than being locked into one vendor. Your data is hosted on Planio-owned servers in Germany subject to world-leading data protection regulations.

We offer a free data migration carried out by our engineers for all paid plans to get you started quickly. Phone and email support is also included on all paid plans.

Thousands of Businesses Use Planio

Today, over 40,000 people in thousands of organizations in 98 different countries use Planio to work together effectively.

Features:

  • Analytics
  • API
  • Chat
  • Inventory Tracking
  • Marketing Automation
  • Batch Permissions & Access
  • Notifications
  • Attendance Tracking
  • Timesheets
  • File Transfer
  • Data Import

Features:

  • Email Integration
  • API
  • Data Visualization
  • Data Export
  • Lead Scoring
  • Lead Management
  • Marketing Automation
  • Third-Party Plugins/Add-Ons
  • Google Apps Integration
  • Notifications
  • Dashboard

Features:

  • External Integrations
  • Multi-User
  • Notifications
  • Data Import
  • API
  • Data Export
  • Calendar Management
  • Scheduling
  • Dashboard
  • Data Visualization
  • Video Courses
  • Personal Learning
  • Corporate/Business
  • Employee Training
  • Gamification

Summary:

  • Invoicing: create, manage and send customer invoices and accept online payments.

  • Bills: manage vendors and keep track of the bills to be paid.

  • Expenses: upload expense receipts and track business expenses

  • Banking: connect online bank and credit card feeds.

  • Workflows: trigger email notification and field updates in Zoho Books with custom workflows

  • Reports: access more than 40+ reports in Zoho Books including Balance Sheet, P&L

Summary:

  • Real-time visitor tracking: Analyze your store visitors in real-time. Understand how they are navigating your store. Gain insights into their geo-location and referrer source to engage in contextual conversations.

  • Visitor insights and lead scoring: Gain access to a highly insightful list of 'All' your store visitors. Prioritize them as hot, warm and cold based on their score. Drive sharper and more relevant engagement.

  • Sell smarter. Close deals faster: Supercharge your sales conversions by automating your store -visitor engagement with intelligent triggers. Recognize & engage prospects landing on your website through email campaigns.

  • Automatic chat translation: Engage with a wider audience and cover markets spreads across the globe. Receive messages in any language, but reply to prospects in their native language.

  • Easy to setup and customize: Setup is as simple as copy & paste. Customization is just a few more clicks. Whatever be the look & feel of your online store, SalesIQ just blends right in.

  • Take SalesIQ with you: Live chat with your store visitors from the comfort of your couch or while waiting at the airport. SalesIQ plays with with your iPhone, iPad or Andriod device via standard Jabber client).

Summary:

  • Issue Tracking

  • Project Management

  • Version Control

  • Help Desk

  • Wikis

  • Chat

Pricing:

  • Starting from: $9.00/month
  • Credit card required: No
  • Basic: $9/month
    Standard: $19/month
    Professional: $29/month

Pricing:

  • Starting from: $19.00/month
  • Credit card required: N/A
  • $19 for 3 users. $59 for 5 users. $129 for 10 users.

Silver

$19.00
5 user(s) / month
Included in plan:
  • 3 Projects
  • 2 GB Storage

Gold

$39.00
10 user(s) / month
Included in plan:
  • 7 Projects
  • 15 GB Storage

Diamond

$59.00
20 user(s) / month
Included in plan:
  • 15 Projects
  • 30 GB Storage

Platinum

$99.00
45 user(s) / month
Included in plan:
  • 40 Projects
  • 50 GB Storage

FAQs:

    No FAQs associated with this application.

FAQs:

    What is this service generally used for?
  • To convert your website visitors into happy paying customers. Increase the ROI on your content, SEO, Adwords and email marketing efforts. Get started now with our forever free plan.

  • Does this service offer guides, tutorials and or customer support?
  • Yes.

  • What platforms does this service support? (e.g. native mobile apps)
  • SalesIQ is available in web browser, android and iOS platforms

  • Does this service offer an API?
  • Yes.

  • What are some applications this service is commonly used in tandem with?
  • It is most commonly used in tandem with all leading CRM and Help Desk Softwares

  • Who are the main user groups of this service?
  • Mid Size Business, Small Business, Entrepreneurs, Startups, Freelancers.
    Supported Countries: Worldwide

  • Does this service offer multi-user capability? (e.g. teams)
  • Yes.

  • Does this service integrate with any other apps?
  • Zoho SalesIQ offers 'add-ons' across 70+ CMS, ecommerce, and email marketing platforms that help you close more deals while tracking your website visitors in real-time. Use our Developer API to integrate business applications.

FAQs:

    What platforms does this service support? (e.g. native mobile apps)
  • Planio is a web-based platform with iOS and Android mobile apps.

  • What is this service generally used for?
  • Software development teams use Planio for issue and bug tracking, agile workflows, version control and responding to customers via the help desk.

  • Who are the main user groups of this service?
  • Software development teams use Planio to work internally or with clients.

  • Does this service integrate with any other apps?
  • Planio provides integrations with Bitbucket, Github, most chat services and more.

  • Does this service offer an API?
  • Planio has a a well documented REST api.

Publisher:

Founded:
-
Based in:
Pleasanton
Employees:
-
Likes:
143k
Followers:
38.5k

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
143k
Followers:
38.5k

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
1.75k
Followers:
2.97k

Other:

Who uses Zoho Books
  • Personal
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
Mobile Platforms:
  • iOS
  • Android
  • WinPhone
Languages:
English, French, Italian, Japanese, Dutch, Portuguese, Spanish, Swedish, Chinese
Regional Restrictions:
Exclusive edition of Zoho Books is available in US, UK, Canada. We also have a global edition for rest of the world.

Other:

Who uses Zoho SalesIQ
  • Personal
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.

Other:

Who uses Planio
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
Arabic, Bulgarian, Hebrew, English, German, French, Japanese, Spanish, Chinese, Czech, Persian, Greek, Danish, Estonian, Hungarian, Italian, Korean, Dutch, Norwegian, Portuguese, Catalan, Lithuanian, Polish, Romanian, Russian, Serbian, Slovak, Slovenian, Swedish, Thai, Turkish, Ukrainian, Vietnamese
Regional Restrictions:
No restrictions.
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