Compare Zoho Projects vs Zoho SalesIQ vs Workteam Planner

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87%
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85%
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63%
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Zoho Projects screenshot view 4 more Zoho SalesIQ screenshot view 1 more Workteam Planner screenshot view 3 more

Software Description:

This software consists of four base modules, which are available in each package—as well as the free version. The modules included in Zoho Projects are Tasks and Milestones, Documents, Project Calendars, and Meetings and Forums.
It lets the people in the project communicate easily, discuss ideas and stay updated with the latest developments.
The solution is suitable for businesses in any industry. Although project management departments will get the most use out of Zoho Projects, the platform can actually be used by employees in a number of positions or roles within a company.

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:

Workteam Planner provides teams with an incredibly visual way to collaborate together on projects. With just a few clicks you can create a new plan, build a team, assign tasks and keep everyone up-to-date with the progress of work.

Using standard social features, such as comments, likes and mentions, users can collaborate around individual work items to ensure great outcomes.

Burn-up charts give an instant overview of team progress and an estimate of when the project will complete.

Fully customizable fields and views let you easily represent your team's projects, plans or deliverables.

Workteam Planner is the perfect planning and progress tracking tool for any industry. From creating a marketing plan, to communicating your company goals, to managing your team's sprint.

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:

  • Task Scheduling/Tracking
  • Dashboard
  • Data Visualization
  • Forecasting
  • Project Management
  • Notifications
  • Multi-User

Summary:

  • Project Planning: Milestones, tasklists and tasks help users easily break down complex projects into easily manageable units.

  • Gantt Charts: Gantt charts provide a detailed visual on the progress of all tasks in comparison to what was planned. The resource allocation chart lets users know who is free, who is engaged and who is overloaded.

  • Project Coordinator: Feeds help users stay updated with the latest in their projects, and timeline gives them an easy way to get back to important posts.

  • Timesheets: All working on a project can easily log their billable and non billable hours.

  • Reporting Tools: Zoho Reports is advanced analytics and business intelligence app.

  • Document Management: It is possible to share text files, spreadsheets, presentations and other documents associated with the team and work on them together.

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:

  • Organize work into buckets representing different categories or phases of work.

  • Keep the entire team up to date with project status.

  • Uses standard social features, such as comments, mentions and likes to let employees collaborate on individual work items.

  • See a visual representation of progress and an estimate of when a project will be completed.

Pricing:

  • Credit card required: N/A
  • Free: 1 Project, 10 MB Storage.
    Express: $20/month, 20 Projects, 5 GB Storage.
    Premium: $40/month, 50 Projects, 15 GB Storage.
    Enterprise: $80/month, Unlimited Projects, 30 GB Storage.

Pricing:

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

Basic

$3.00
1 user(s) / month
Included in plan:
  • Workteam planner

FAQs:

    Does this service integrate with any other apps?
  • It integrates with Google Apps, Dropbox, Github, Bitbucket, Crashlytics and others.

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

  • Does this service offer guides, tutorials and or customer support?
  • Their support offers: Email; FAQ; Forums; Instructional Videos; Online self serve; Phone; Request form; Webinars

  • Who are the main user groups of this service?
  • Zoho Projects is a good small and medium business tool that offers PM capabilities.

  • What is this service generally used for?
  • It is used for task management, time tracking, project milestones, task dependency views, and reporting on any function.

  • What platforms does this service support?
  • Platforms: Android, iPhone-iPad, Mac, Windows, Web-based.

  • What are some applications this service is commonly used in tandem with?
  • It is mostly used in tandem with Google apps and Dropbox.

  • Does this service offer an API?
  • Zoho Projects' API lets, users/developers extend their web applications to push or pull data into or from Zoho Projects for application mashups. As the API is purely RESTful, your application could be in any of the programming languages like PHP, Python, Java, e.t.c.

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?
  • 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:

    Does this service offer guides, tutorials and or customer support?
  • Yes, there is an online user guide and customer support is provided by email during normal business hours.

  • What is this service generally used for?
  • Workteam is a great tool for planning, task assignment, tracking, collaborating and estimating completion of projects.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes. It supports a full organization hierarchy structure and any number of defined virtual teams.

  • What are some applications this service is commonly used in tandem with?
  • Marketing campaign planning
    Design agency planning
    Ideas generation
    Team task assignment

  • What platforms does this service support?
  • Web app, compatible with mobile browsers.

  • Who are the main user groups of this service?
  • Any sized organization that wants to empower their teams to collaborate more effectively in order to get things done.

Publisher:

Founded:
-
Based in:
Pleasanton
Employees:
-
Likes:
Followers:
44k

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:
44k

Publisher:

Founded:
-
Based in:
-
Employees:
-
Likes:
79
Followers:

Other:

Regional Restrictions:
No restrictions.

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 Workteam Planner
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
English
Regional Restrictions:
No restrictions.
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