Achieve Planner vs Zoho CRM - GTD software comparison

GTD Software comparison: Achieve Planner vs Zoho CRM

 

Achieve Planner

vs Zoho CRM

Company Effexis Software ZOHO Corp.
Company name Effexis Software ZOHO Corp.
Rating ★★★☆☆ ★☆☆☆☆
TRO Ready 𐄂 𐄂
Key features
  • auto prioritization
  • unlimited contexts
  • time categorization
  • reminders
  • projects (hierachy)
  • 3 dates
  • calendar tasks
  • import/export
  • email (copy, link, autoprocess)
  • reminders
  • projects (inline, field)
  • 1 date
  • auto sync
  • email (manage)
Description To-Do list with hierarchical tasks and an integrated calendar. Centralized tracking for sales and marketing.
Home page Achieve Planner Zoho CRM
Tro training No TRO training available. No TRO training available.
Platform Windows NT, Windows 2000, Windows 2003, Windows XP
Requires .NET Framework 1.1 Add-in needs Microsoft Outlook
Version 2.5
released: 2013-06-04
released: 2018-05-23
Release date 2013-06-04 2018-05-23
Type Commercial Commercial
Has free version
Free version notes Free 30 day trial Free feature-limited version; Outlook Plug-in useable only by subscribed users
A paid version is available
Full price low $79.94 $576
Full price high $99.94 $1200
Made specifically for GTD 1 0
Syncs with Outlook (manual import/export); Google Calendar Outlook, Gmail, Google Sites, Quickbooks
Sync methods Import
Export
Manual Sync
Export
Manual Sync
Automatic Sync
Mobile access
Email-to-task support Copy to Task
Link to Task
Emails are automatically tasks
Manage an email as a Task
Categories Unlimited contexts Single context only
Time boxing Supports time boxing No time boxing support
Number of date fields
Has reminders
Can automatically prioritize tasks 𐄂
Project support Projects can be nested within other projects Supports simple projects
Calendar integration Tasks can be scheduled directly in the calendar No support for integration between the tasklist and calendar
Features URL www.effexis.com/achieve/feature-comparison.htm www.zoho.com/crm/features.html
Screenshots URL
GTD setup notes
Data can be manipulated via an API 𐄂 𐄂
Short details Achieve Planner is a practical Windows time management software system that helps you get organized, get focused and get more done in less time. Lets you capture, organize and manage all your projects and tasks in one central place. Achieve Planner also allows you to align your time, effort and energy with your highest priorities so you can focus on what really matters most, without worrying about missing an important deadline.

Achieve Planner also lets you import all your existing data from Outlook and keep it in sync.
Zoho CRM empowers organizations by offering a complete customer relationship lifecycle management solution for managing organization-wide sales, marketing, customer support and service, and inventory management, all in a single business system.
Category dimensions 4 1
Persistent reminders 𐄂 𐄂
Number of priority levels 4 5
Number of prioritization dimensions (besides dates, categories, etc.) 0 0
Collaboration and team support
  • Achieve Planner does not support teams or collaboration.
  • Tasks can be assigned to others
  • Other people's tasks can be edited
  • Tasks can be added to other people's lists
  • Zoho CRM does not support teams or collaboration.
Date last reviewed 2020-05-22 2018-09-15

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