Compare Zoho Books vs Survicate vs Planio

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Crozscore:

83%
what is this?
80%
60%
interest rising

Crozscore:

87%
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91%
70%
no significant changes

Crozscore:

75%
what is this?
interest falling
Zoho Books screenshot view 5 more Survicate screenshot view 2 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:

Survicate helps you generate more high-quality leads on your website.Widgets engage users so you can ask them questions that are important to your business and thus make work of sales team easier. Forms allow you to collect contact data and build insightful profiles of leads as answers are matched to given email address. Integrations with platforms like HubSpot make information flow easy to handle and quick.

A wide range of users can benefit from using Survicate: Our customers vary from banks to e-commerce.

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:

  • Multi-User
  • Audience Targeting
  • Data Export
  • External Integrations
  • A/B Testing
  • Analytics
  • API
  • CRM Integration
  • Marketing Automation
  • Dashboard
  • Feedback Management

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:

  • A/B testing: Test widgets to see which version performs the best.

  • Customization: Change appearance of survey widgets to match the design of your website.

  • Targeting: Decide who and when will see a survey. You can target visitors from specific sources or based on their behavior.

  • Integrations: Google Analytics, Pipedrive, Mailchimp, GetResponse and HubSpot.

  • Calls to Action: Redirect visitors to tailored landing pages or content based on answers given in a survey.

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

Business

$60.00
1 user(s) / month
Included in plan:
  • 1000 respondents / month

Professional

$120.00
1 user(s) / month
Included in plan:
  • 5000 respondents / month

Enterprise

$360.00
1 user(s) / month
Included in plan:
  • 25000 respondents / month

Enterprise Plus


1 user(s) / month
Included in plan:
  • Unlimited respondents

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:

    Who are the main user groups of this service?
  • Companies of all sizes who want to know more about their visitors and listen to the voice of their customers.

  • What is this service generally used for?
  • Collecting feedback from visitors and engaging them with targeted offers.

  • What are some applications this service is commonly used in tandem with?
  • HubSpot, Google Analytics, MailChimp, GetResponse.

  • Does this service integrate with any other apps?
  • HubSpot, Google Analytics, Active Campaign, GetResponse, MailChimp, Pipedrive, SalesManago.

  • Does this service offer an API?
  • Yes.

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

  • Does this service offer guides, tutorials and or customer support?
  • Yes; a blog, FAQs and a knowledge base.

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:
142k
Followers:
38.5k

Publisher:

Founded:
2013
Based in:
Warsaw
Employees:
2-10
Likes:
658
Followers:
16.3k

Publisher:

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

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 Survicate
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
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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