Overview
When looking for a CRM, many of our clients have considered Zoho, as it is one of the main players in the market. Both SwiftFox and Zoho are cloud-based SaaS CRM platforms, that can have 10 or 10,000 users and enable you to undertake a range of actions with the data stored in them. As a newer player in the market, SwiftFox comes with a different philosophy to Zoho, which is the start of where differences emerge.
This page can help you understand both platforms and help educate your choice.
Comparing Features
With SwiftFox when you get started you won't need a third party ‘Implementation Partner' to get you set up – the SwiftFox team handle everything.
As part of our commitment to ensuring your success with SwiftFox, we recognise the importance of a hands-on onboarding process. We work closely with our clients during the initial stages of onboarding, collaborating with new clients to import data, configure customisations, and establish new user accounts and appropriate permissions.
Once the platform environment has been set-up and configured, our team will work closely with you to provide a comprehensive overview of the system & train your team. Any webinars or training sessions can be recorded and made available to your team for future reference.
Zoho set-up can be challenging as it requires an initial domain to be set up which involves a verification process, after which users need to be imported by the person conducting the set up. As this can be a technical process, an implementation partner may need to be hired. There are also additional frameworks to be set up such as their Sender Policy Framework which links to their email function.
SwiftFox hosts client data in secure data centres in Australia through Microsoft Azure, providing our clients with data sovereignty, safety, security and scalability. The SwiftFox team also operates under Australia’s only industry-legislated privacy code and is a member of the Australian Data and Insights Association (ADIA).
Zoho does offer some flexibility in terms of data storage, as at the time of signing up, users have the option of choosing the location where their data will be stored.
SwiftFox features a beautifully simple user experience. Uncomplicated design is powerful. You, your boss, your intern, the new hire - everyone in your organisation should know how to use, and love using SwiftFox. And you should be able to work out how to use a feature with a few clicks. SwiftFox was built from the ground up in the social media age and our future focussed design principles make it simple to navigate. As a universal CRM, once you understand how to navigate one feature – you can navigate them all!
Zoho has an easy-to-use customer interface, however, possesses high levels of customisability which the organisation can utilise. The level of customisability can be overwhelming to set up but also difficult for staff to learn basic features and functionalities. For example, there is a limit on the number of tags that can be placed on a person, meaning that they cannot be placed in more than 10 categories.
SwiftFox has everything you need in one platform. This is what makes it so powerful. So marvellously simple to use. You can send emails, newsletters, coordinate events, create forms, manage your pipeline, send text messages, have phone calls, tick off your tasks, talk to your team - all from one place, and with one subscription.
Following initial set-up, organisations license SwiftFox on a subscription basis and our central development team take care of ensuring your platform is always updated and at the cutting edge of innovation.
Zoho’s software offers a limited range of features in their Enterprise subscription, such as, customisable dashboards, KPI charts and mass emails. However, certain restrictions apply to these features, for example, maximum caps on the number of emails that can be sent, and additional features can be subscribed to at an extra cost. Some users have found that some basic features such as social media integration to popular apps such as Instagram, are missing.
SwiftFox is developed by The Red Fox Group, an Australian based data analytics company, and AI and analytics is in our DNA. AI can seem daunting, most users know it is a big deal, but can be confused as to how it can help. Our AI tools are powerful, yet deliberately simple. Help drafting an email and sending it when your users will open it. Providing real-time information of who is likely to renew or leave your organisation, who will donate, who will buy.
Zoho’s AI tool is called Zia which can be used particularly by sales and marketing teams. Zia can be used to collect data, write emails or simply as a tool to search for particular information. In order to be able to use Zia, an organisation must have a minimum of 20 active user licenses for Zoho.
SwiftFox takes care of everything. As a SaaS platform, our team has a long-term development pipeline where we are continuously rolling out new features accessed by all our users. Clients can always submit suggestions for the product roadmap.
Zoho has a roadmap of releases, however as Zoho is such a large organisation, enhancements to its core features are led by its team which is headquartered in Chennia. Like many multinational software platforms, this can make it difficult for client requests to be actioned in a timely manner. Custom development is possible with Zoho, this requires organisations to hire an external development partner as additional cost.
SwiftFox has all the help you would expect from the big platforms – help guides, in-platform training, videos, live webinars, email updates. But we are also local, and we have a phone! IF you ever get stuck, you can speak to one of our team who can jump straight on a video call and help you out.
Zoho has several modes of contact should an organisation require support, including live chat, email and via phone call. In order to be able to access all methods of support, users must purchase their premium support plan which is billed annually. Furthermore, response times and the availability of one-on-one assistance will vary depending on the level of support subscription that an organisation holds.
SwiftFox: What does it do?
SwiftFox is campaign software for organisations who talk to their audience at scale.
SwiftFox let you store contacts, send mass emails, texts, make calls, manage events, projects, pipelines, run surveys, take payments, and record interaction history
SwiftFox also has AI tools, that allow you to predict how individuals will likely behave….
- What interests them? Will they support you? Buy? Renew? Donate?
- When is the best time to email, given them a call, invite them to an event?
SwiftFox brings a level of campaign sophistication not readily available to organisations.
Zoho
: What does it do?
Zoho is international software which aims to streamline different sections of a business such as sales, marketing and customer support.
Zoho enables its users to:
- Capture leads and follow up on potential and current leads
- Provide analytics with customisable dashboards
- Use AI to automate specific tasks and analyse incoming data
Zoho offers a range of features and significant customisation abilities within features, which may be difficult to navigate for those who do not have a tech background.
An Overview of SwiftFox Users
SwiftFox is campaign software for organisations who talk to their audience at scale.
SwiftFox let you store contacts, send mass emails, texts, make calls, manage events, projects, pipelines, run surveys, take payments, and record interaction history
SwiftFox also has AI tools, that allow you to predict how individuals will likely behave….
- What interests them? Will they support you? Buy? Renew? Donate?
- When is the best time to email, given them a call, invite them to an event?
SwiftFox brings a level of campaign sophistication not readily available to organisations.
An Overview of
Zoho
Users
Zoho is international software which aims to streamline different sections of a business such as sales, marketing and customer support.
Zoho enables its users to:
- Capture leads and follow up on potential and current leads
- Provide analytics with customisable dashboards
- Use AI to automate specific tasks and analyse incoming data
Zoho offers a range of features and significant customisation abilities within features, which may be difficult to navigate for those who do not have a tech background.
Pricing
At SwiftFox, we believe in organisation wide access, so when you sign-on, everyone in your organisation has a SwiftFox account created. Zohos typically uses a version of cost per-user pricing. Our philosophy is that by creating organisation wide access, you are improving data security, and the outcome of your CRM. If everyone is working across platforms, you lose 360 data intelligence and increase the risk of team members sharing sensitive data.
Per user charging while it can appear affordable, often becomes expensive as you grow or add features or additional data capacity.
Zoho offers a pay per user pricing system. This essentially means that each user within an organisation is paying for the services which have been subscribed to. There are additional fees which are applicable when subscribing to additional services such as survey forms and their pipeline management solution. Most additional features also use the pay per user pricing system.
Time to join SwiftFox? Making the jump is easy!
Get in touch and learn how easy it is to switch to SwiftFox, our team is available to help you every step of the way.
We don’t just tell you to export your data from your old system and figure it out yourself, we sit down and plan with you the most efficient migration process with minimal disruption.
And then a dedicated SwiftFox team member will take care of the transition, including help with set up and data importing if required. No third-party implementation provider required, just us!
SwiftFox and Zoho Integration
We also know there are times when one part of your organisation may need Zoho, while SwiftFox meets different requirements. That’s why we also offer a fast integration with Zoho, powered by Zapier. Integration takes minutes to set up with our SwiftFox and Zoho templates, and your data will start syncing immediately. This makes it possible for different teams in your organisation to use both platforms.