Zoho CRM Alternative-Zoho Alternative | Picky Assist

Zoho CRM Alternative

Picky Assist Conversational CRM Vs Zoho CRM

Let’s compare Picky Assist Conversational CRM Vs Zoho CRM to find the real difference between the services offered by these 2 companies

Zoho CRM is more focused on providing ready-made CRM software for medium to large companies

Zoho CRM Alternative-Zoho Alternative | Picky Assist

Picky Assist Conversational CRM is focused on providing 100% Modular Conversational CRM along with inbuilt Business intelligence and chatbots for small to enterprise customers across the world with many industry-first features

The Best Affordable
Conversational CRM in the World

The most affordable yet powerful, 100% modular Conversational CRM in the world starts at just $14 for 2 users, with all features included.

There are no feature limits in any of the plans, allowing even small businesses to automate like Fortune 500 companies. You only pay more when you are ready to scale.

Feature
Zoho CRM
Picky Assist Conversational CRMPicky Assist
Lowest Plan Monthly Rent
$16 per month / per user
$7 per month / per user
Feature Limitations
Based on the plan type
All features available to all plans
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Picky Assist Conversational CRM is more budget-friendly compared to Zoho CRM. Additionally, Picky Assist Conversational CRM doesn't limit any features across its plans, allowing you to automate like Fortune 500 companies and pay more only when you're ready to scale.

Channels

Channels are where all the communication happens between your business and customers

Feature
Zoho CRM
Picky Assist Conversational CRMPicky Assist
WhatsApp Web Automation (Unofficial)
WhatsApp Cloud API (Own)
WhatsApp Official Fully Managed Service
Instagram Direct Messaging
Facebook Messaging
Email SMTP
Amazon SES Email
3rd party
Sendgrid Email
3rd party
Multi Channel in one account
Auto Call Tracking from Andriod Devices
(CallBlaze)
Telegram
Coming Soon
Google Business Messaging
Coming Soon
Google RCS
Coming Soon
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Picky Assist Conversational CRM offers more channels than Zoho CRM so you don’t need to search for another provider to automate your business communication in all the channels where customers are.

Conversation Automation

Conversation automation helps your business to automate
inbound messages without routing to human agents

Feature
Zoho CRM
Picky Assist Conversational CRMPicky Assist
Answer Bots (Keyword based)
Answer Bots(AI)
Intent & Context
Conversation Visual No Code Flow Builder
Smart Actions on Answer Bots
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In conversation automation, Picky Assist Conversational CRM holds clear advantages over Zoho CRM, ensuring that your data can interact with your customers and employees without any manpower. This keeps your business operational 24/7 without relying on employees.

Shared Inbox

The Shared Inbox feature allows businesses to add their internal team members and messaging channels, such as WhatsApp, Calls, Email, Facebook Messenger, and Instagram, into a single platform. This unifies all your communication channels effortlessly.

Shared Inbox Feature
WATI
Picky Assist Conversational CRMPicky Assist
Shared Inbox
Chat Routing Rules
Automatic
Broadcast Routing Rules
Round Robin Routing Rules
Manual Chat Assign
Out of the Box Chat Assign
Department Wise Chat Assign
Keyword based Chat Assign
Skill-Based Chat Assign
Skill-Based Chat Assign
Assign Chat from any 3rd party Apps
Canned Replies with Media Support
Channel Wise Routing Rules
Route to Last Assist Agent / Sticky Agent
Route to Contact Owner
Deep Linking with 3rd party Apps
Open Conversation from any Webpages (Google Chrome Extension)
Live Event feeds from 5000+ Apps
Whisper / Private Notes
Missed Chats
Possible to hide mobile and email to agents
Deep linked Mini Apps
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Picky Assist Conversational CRM is more practical and feature-packed when compared with Zoho CRM for the shared inbox feature, see the difference yourself. Explore Picky Assist Conversational CRM Shared Inbox

Lead Nurturing Automation

Lead nurturing is a feature that helps you to send a series of automated messages at regular intervals to influence your customer decision

Feature
Zoho CRM
Picky Assist Conversational CRMPicky Assist
WhatsApp Drip Campaign / Sequence
Condition based advanced drip campaign
Add User into Drip Campaign from 3rd party Apps
Add User into Drip Campaign based on keywords
Email Drip Campaign
SMS Drip Campaign
Drag & Drop Email Builder
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Both Picky Assist Conversational CRM and Zoho CRM offer similar features for nurturing leads. However, when it comes to advanced and dynamic lead nurturing, Picky Assist Conversational CRM has clear advantages with its capability to send dynamic drip campaigns and broad integration with various platforms.

Broadcaster

Broadcaster helps businesses to send personalized mass messages via WhatsApp like Promotional or transactional alerts

Feature
Zoho CRM
Picky Assist Conversational CRMPicky Assist
Broadcaster
(Email Only)
Segment Contacts
Delivery & Read Reports
(Email Only)
(Email & WhatsApp)
Opt Out List (Topic Wise)
(Email Only)
(Email & WhatsApp)
Dynamic Message from excel sheet
Message personalization
Schedule messages
Automated campaign from 3rd party apps
Recurring Dynamic Scheduler
Auto send followup messages after x time if no response
Limited to Email
WhatsApp & Email
Link & Button Tracking with Advanced automation in the CRM based on link and button clicks
Timezone based delivery
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Picky Assist Conversational CRM clearly excels in enabling communication with your customers in a single click. It offers advanced features such as auto follow-up if there is no response, time zone-based delivery for better ROI, lead scoring, and advanced automation based on link and button clicks in email and WhatsApp. In contrast, Zoho CRM's broadcasting feature from the CRM is limited to sending emails.

3rd Party Integrations

Third-party integrations help businesses connect their WhatsApp to the apps they use daily.
This is one of the must-have features to consider when selecting a vendor.

Feature
Zoho CRM
Picky Assist Conversational CRMPicky Assist
Mini App Builder, integrate any app into WhatsApp
Do It Yourself No Code Connector
ChatGPT
Zendesk
Zapier
Pebbly Connect
Google Products
Email
Zoho Desk
Facebook Leads
Google Leads
Active Campaign
SendinBlue
Hubspot
API & Webhook
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When it comes to integration with third-party services, Picky Assist Conversational CRM and Zoho CRM have similar capabilities. However, Picky Assist Conversational CRM stands out for those who wish to build an integration without writing any code, thanks to its No Code Mini App Builder and Connectors.

Workflow Features

Automation helps you to save a lot of time if properly configured and can save your operating costs,
increase your employee productivity, increase your customer success ratio, and much more

Features
Zoho CRM
Picky Assist Conversational CRMPicky Assist
No Code Flow Builder
Filters
Delay (Schedule)
Cancel Delay
Iterations
Loop
Actions
HTTP API Calls
Math Calculations
Data Formatter
Line Items Extractor
Data Parser
Data Extractor
Regular Expression
Route to Another Flow
Macro Buttons
Recurring Scheduler
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If you aim to grow your business and put it on autopilot, then you must consider Picky Assist Conversational CRM's advanced automation capabilities. These features help you put your business into autopilot mode and save significant costs.

CRM - Customisation

Customization of the CRM is one of the essential features any CRM should offer. As your business grows,
the CRM must be adaptable to your evolving needs. Here's a comparison between Zoho CRM and Picky Assist Conversational CRM regarding their customization capabilities.

Feature
Zoho CRM
Picky Assist Conversational CRMPicky Assist
Drag & Drop Module Builder
Form Layout Customisation
Coming Soon
Data Lookup to other Modules for linking relations with different modules
Ability to build the custom relationship between 2 modules with unique values like Roll No, Email, Mobile
Customization of 360-degree View
Customisation of Kanban View each List of data fields
Data Validation on Form Fields
Conditional Data Validation on Forms with Line Items & Formulas
Coming Soon
Drop Down (Options) support color mapping
Save GPS Location Co-ordinates in Data Fields

CRM - Data View

The data stored in a CRM must be viewable in a manner that suits each user's needs for quick decision-making. Let's explore the differences between Zoho CRM and Picky Assist Conversational CRM CRM in terms of how they allow users to view and interact with stored data.

Feature
Zoho CRM
Picky Assist Conversational CRMPicky Assist
Mask Fields
List View (Table View)
Quick Edit from List View without opening a record
View multiple records in a single window that saves a lot of time for navigating the CRM’s
Filters on the Data
Share Filter View with others
Quick Stats on Views
Kanban View
Data Field Customisation on each Kanban View List
Advanced Configurable Kanban view
Customisable Quick Stats from any fields in the Kanban View
One Click Expansion of Cards in Kanban View for ease of viewing of data
Quick Edit of Records from Kanban View along multi-record in one screen
Customize the Kanban View List Header
Customize the Kanban View Card Header & Footer
Show Record Oldness in the Action Bar
Customize the Card Layout with different options for better viewing
Customize each list-wise default sorting option with any data fields for the most relevant data view
Quick Search on each list view in the Kanban view for easy filter data
Filter on related Modules from any modules
360 Degree View
Customizable 360-degree View
Multiple Stage (Options) Tracking in 360 Degree View
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When it comes to visualizing data from your CRM, Picky Assist Conversational CRM is a clear winner, boasting many industry-first features like an advanced Kanban view and 360-degree customization, multi-window options, and much more. This significantly saves time while using the CRM to see and visualize the data you need, eliminating the need for numerous clicks and windows.

CRM - Mass Actions

The ability to perform mass actions decides how quickly you can complete
mass activities in the CRM

Feature
Zoho CRM
Picky Assist Conversational CRMPicky Assist
Mass Action Selection Limit
500
Select All Records
Update Any Record of Mass Action
Send WhatsApp message from Mass Action
Send an Email from Mass Action
Coming Soon
Qued Mass Action Operations
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Picky Assist Conversational CRM outperforms Zoho CRM with capabilities that save a lot of your time, especially when you need to update records in bulk.

CRM - Data Import & Export

How the existing data in the CRM can be managed like import and export

Feature
Zoho CRM
Picky Assist Conversational CRMPicky Assist
Import Data into CRM
Option to dynamically map fields from Excel sheet while importing data
Option to link records with a unique value while importing data
Dynamically assign users while importing data
Round-robin assignment of record owners while importing data
Ability to merge 2 fields of data from an Excel sheet into a single field in the CRM
Ability to add extra value dynamically into any position of the data like adding a country code at the beginning of the mobile number
Ability to import data into multiple modules and create relationships easily
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Picky Assist Conversational CRM offers advanced features for importing data from any third-party software or Excel into the Picky Assist Conversational CRM CRM, compared to Zoho CRM, which provides hassle-free data migration from any third-party platform.

CRM Dashboard & Analytics

It is important to measure and effectiveness of a business using various dashboards,
let's see how Picky Assist Conversational CRM & Zoho CRM have offered to provide in-depth insights reporting

Feature
Zoho CRM
Picky Assist Conversational CRMPicky Assist
Drag & Drop No Code Report Builder
Custom Reporting
Build reports from Custom Modules in CRM
Run reports periodically and detect KPI deviations
Share the dashboard through a public link
Generate report based on role hierarchy
Supports 13 types of chart components to build all types of data visualizations
Limited vary from Plan
Supports in all Plans
Pivot Table Generation
Build reports from related modules from a single module
Save / Archives Dashboards
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When it comes to measuring your business performance, Picky Assist Conversational CRM provides a comprehensive reporting system through its simple drag-and-drop, do-it-yourself dashboard builder, which is more user-friendly than Zoho CRM. This makes it easier for your business to make informed decisions with comprehensive business analytics.

Support

Support is a very crucial factor for business when things go wrong, so let's understand how Picky Assist Conversational CRM & Zoho CRM differ from each other

Feature
Zoho CRM
Picky Assist Conversational CRMPicky Assist
Chat Support (Human)
WhatsApp Chat Support with Human
One to One onboarding
Quarterly success calls
24 x 7 Email Support
Selected Plan Only
Quarterly success calls
Self Service help desk
Remote Troubleshooting
Dedicated Account Manager
Selected Plan Only
Free
Daily Live Webinars
Paid Consulting Feature
$5 per hour
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Picky Assist Conversational CRM offers more ways to provide support than Zoho CRM so that you can be sure that you are backed by us when you are in trouble.

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Already using Zoho CRM ?

Book a free consultation with our solution team and we will show you what more possibilities you can achieve with Picky Assist Conversational CRM compared with Zoho CRM

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Discuss your requirements with our product discovery team and we are confident that we will able to provide you with the best solution you can get from the industry at the best price.

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Looks good for you?

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