Zoho CRM combines sales data with customisable workflows, team spaces and reporting. The platform also offers workflow automation and the Zia assistant, whose availability should be checked for each edition.
Sources reviewed on 20 October 2026 · No hands-on test
An organisation with several teams working on customer journeys that needs different data views and processes within one CRM.
Create a fictional sales opportunity requiring a handover from sales to a delivery team. Set up the necessary fields and follow-up task, then check that both teams see only the intended information.
A suggested task for you to try; not a Perkufo hands-on test report.
These products share the primary category. Compare the specific task: they are not automatically interchangeable.
Bitrix24 combines CRM, tasks, projects and collaboration in one business environment. Its official site describes cloud and self-managed deployment plus a permanent free cloud plan, with available capabilities and capacity differing by version.
Brevo offers email campaigns, transactional messages and marketing automation from one platform. Its official documentation describes a free foundation and additional subscriptions or credits for higher volumes and more features.
Capsule combines contact management and sales pipelines with tasks, projects and reporting. Its official site also describes workflows and mobile access, allowing a small team to investigate how a won opportunity turns into work for the same customer.
Close brings customer management, sales opportunities and communication by phone, email and SMS together in a sales CRM. Its official product page also describes workflows and reporting, allowing a team to assess customer contact and sales activity progress in the same workspace.
Crisp combines a shared inbox with website chat, other communication channels and a knowledge base. Its product page also describes customer records, analytics and AI workflows, allowing you to investigate how a small support team keeps conversations and context together.
Dolibarr is modular open-source ERP and CRM software supporting customer management, sales, invoicing and inventory. Its official site describes both locally administered and hosted installations, allowing you to select business functions instead of using every component at once.
