

Koka Books vs Zoho CRM: Which One is Right for You?
General Accounting |
KOKA | Zoho |
---|---|---|
Sale & Marketing Reports | ✅ | ✅ |
Custom Report Generation | ✅ | ✅ |
AI-Powered Insights | ✅ | ✅ |
Helpdesk Management | ✅ | ❌ |
Feedback & Survey Management | ✅ | ❌ |
SLA Tracking | ✅ | ✅ |
Mobile App Access | ✅ | ✅ |
Cloud-Based CRM | ✅ | ✅ |
Multi-Device Syncing | ✅ | ❌ |
Role-Based Access | ✅ | ✅ |
Data Encryption | ✅ | ❌ |
Role-Based Permission | ✅ | ❌ |
Lead Scoring | ✅ | ❌ |
Multi-User | ✅ | ❌ |
Notification | ✅ | ✅ |
Social media integration | ✅ | ✅ |
Task scheduling/tracking | ✅ | ❌ |
Third-party plugins/add ons | ✅ | ✅ |
Call Tracking | ✅ | ❌ |
Sales Automation | ✅ | ❌ |
Pipeline Management | ✅ | ✅ |
Lead Capturing | ✅ | ✅ |
Lead Nurturing | ✅ | ✅ |
Automated follow-ups | ✅ | ❌ |
Deal Management | ✅ | ❌ |
Sales target monitoring | ✅ | ❌ |
Appointment Scheduling | ✅ | ❌ |
360 Customer View | ✅ | ❌ |
Interaction History | ✅ | ❌ |
Contact & Account management | ✅ | ❌ |
Customer Segmentation | ✅ | ❌ |
Bulk sms & SMS campaign | ✅ | ❌ |
Landing page builder | ✅ | ✅ |
Drip Campaigns | ✅ | ❌ |
Task assignment & tracking | ✅ | ❌ |
Live Location Tracking | ✅ | ❌ |
Productivity Monitoring | ✅ | ❌ |
Internal Chat & Messaging | ✅ | ❌ |
Backup & Disaster Recovery | ✅ | ❌ |
Whatsapp Integration | ✅ | ✅ |
Zapier Automation | ✅ | ✅ |
Call Recording | ✅ | ❌ |
File Management | ✅ | ❌ |
Performance Monitoring | ✅ | ❌ |
Advance Reporting | ✅ | ✅ |
Create Quotations | ✅ | ❌ |
Generate Invoices | ✅ | ✅ |
Sales Dashboard | ✅ | ✅ |