EfficientPIM vs Zoho CRM - GTD software comparison

GTD Software comparison: EfficientPIM vs Zoho CRM

 

EfficientPIM

vs Zoho CRM

Company Efficient Software ZOHO Corp.
Company name Efficient Software ZOHO Corp.
Rating ★☆☆☆☆ ★☆☆☆☆
TRO Ready 𐄂 𐄂
Key features
  • unlimited contexts
  • reminders
  • projects (inline)
  • 2 dates
  • import/export
  • reminders
  • projects (inline, field)
  • 1 date
  • auto sync
  • email (manage)
Description Tasks, contacts, notes, password manager, diary, events, and calendar all in one. Centralized tracking for sales and marketing.
Home page EfficientPIM Zoho CRM
Tro training No TRO training available. No TRO training available.
Platform Windows XP, Windows XP, Windows Vista, Windows 7
Requires Add-in needs Microsoft Outlook
Version 3.62
released: 2014-04-26
released: 2018-05-23
Release date 2014-04-26 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 $23.97 $576
Full price high $23.97 $1200
Made specifically for GTD 0 0
Syncs with Outlook, Gmail, Google Sites, Quickbooks
Sync methods Import
Export
Export
Manual Sync
Automatic Sync
Mobile access
Email-to-task support None Manage an email as a Task
Categories Unlimited contexts Single context only
Time boxing No time boxing support No time boxing support
Number of date fields
Has reminders
Can automatically prioritize tasks 𐄂 𐄂
Project support Supports simple projects
Calendar integration No support for integration between the tasklist and calendar No support for integration between the tasklist and calendar
Features URL www.zoho.com/crm/features.html
Screenshots URL www.efficientsoftware.net/pim/screenshots.htm
GTD setup notes
Data can be manipulated via an API 𐄂 𐄂
Short details EffecientPIM does tasks, calendar, contacts, and notes.

EfficientPIM supports a vanilla GTD system, though people using more automated time management systems (such as TRO) may feel hampered by limited features--such no saved task views.
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 3 1
Persistent reminders 𐄂 𐄂
Number of priority levels 5 5
Number of prioritization dimensions (besides dates, categories, etc.) 0 0
Collaboration and team support
  • EfficientPIM 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 2016-02-13 2018-09-15

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