Fathom vs Salesbox CRM vs Bigin by Zoho CRM vs Creatio CRM Comparison

Last updated: July 22, 2026

Fathom

4.4(14 reviews)

Starting at Contact for pricing

Free Trial
Large Enterprises
Medium Business

Fathom is an easy-to-use financial analysis software package that enables user to analyze tens of thousands of securities automatically, even complex derivatives. Soothe curiosity with this user friendly platform built w…

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Salesbox CRM

4.9(18 reviews)

Starting at $2.90 /User/Month

Free Trial
Medium Business
Small Business

Salesbox CRM is a mobile-first CRM built for field sales teams that need full pipeline visibility outside the office. It includes a pipeline view, task reminders, and a mobile app with feature parity across devices, redu…

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Bigin by Zoho CRM

4.6(243 reviews)

Starting at $7 /User/Month

Free Trial
Small Business

Bigin is Zoho's lightweight CRM designed for small teams under 50 people running straightforward sales cycles. Its drag-and-drop pipeline and email sync with Gmail and Outlook allow reps to get productive within a day wi…

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Creatio CRM

Starting at $40 /user/month

Large Enterprises
Medium Business

Creatio is an AI-native, no-code CRM and workflow automation platform designed to help organizations manage customer relationships and business processes on a single unified system. It brings together sales, marketing, c…

View Pricing Read Reviews

Salesbox CRM leads on user satisfaction with a 4.9-star rating across 18 reviews.

Fathom vs Salesbox CRM vs Bigin by Zoho CRM vs Creatio CRM — at a glance

Feature	Fathom	Salesbox CRM	Bigin by Zoho CRM	Creatio CRM
Rating	4.4 / 5	4.9 / 5	4.6 / 5	—
Reviews	14	18	243	—
Starting price	Contact for pricing	$2.90 /User/Month	$7 /User/Month	$40 /user/month
Free trial	Yes	Yes	Yes	No
Free version	No	No	No	No
Best for	Large Enterprises, Medium Business, Small Business	Medium Business, Small Business	Small Business	Large Enterprises, Medium Business
Category	Financial Analysis Software	CRM Software	CRM Software	CRM Software
Integrations	—	—	—	5+ apps
Platforms	SaaS/Web/Cloud	SaaS/Web/Cloud, Mobile - Android, Mobile - iOS	SaaS/Web/Cloud, Mobile - Android, Mobile - iOS	SaaS/Web/Cloud, Mobile - Android, Mobile - iOS, Installed - Windows, Installed - Mac, Browser Based (Cloud), Mobile - Windows
API	—	—	Available	Available
Support modes	Business Hours, Online	Online	Business Hours, Online	Online
Certifications	SOC 2, GDPR	—	—	SOC 2, HIPAA, GDPR, ISO 27001
Data residency	US	US	Global	United States, United Kingdom, Australia, European Union

Key differences between Fathom and Salesbox CRM

Pricing: Salesbox CRM starts at $2.90 /User/Month. Fathom pricing is not publicly listed.
Target audience: Fathom is built for Large Enterprises and Medium Business, while Salesbox CRM targets Medium Business and Small Business.
User satisfaction: Salesbox CRM scores higher with a 4.9-star average.
Deployment: Fathom supports SaaS/Web/Cloud; Salesbox CRM supports SaaS/Web/Cloud, Mobile - Android, Mobile - iOS.

Compare Fathom vs Salesbox CRM vs Bigin by Zoho CRM vs Creatio CRM — and walk away knowing which one fits.

Which tool fits your team best

Which is actually cheaper for your team size

Where each product wins, per real buyers

Most Financial Analysis Software tools look identical on paper. This comparison cuts to the differences that matter — pricing structure, team fit, and what real buyers found after signing up.

Biggest differences

Features

Pricing

Buying details

Security

Buyer feedback

Integrations

Product tour

Other options

	Fathom (14) Talk to an expert Talk to an expert	Salesbox CRM (18) Talk to an expert Talk to an expert

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Biggest differences

Affiliate Disclosure

Start here before you go deeper into features.

Fathom

Best for streamlined financial analysis and reporting with automated securities evaluation.

Choose if

You need automatic analysis of tens of thousands of securities including complex derivatives.
Your team values easy-to-use, customizable reports and interactive data visualizations.
You require seamless integration with QuickBooks and Excel for efficient financial data management.

Consider alternatives if

Your company demands highly flexible report customization beyond preset options.
You need extensive integration with a wide range of diverse financial applications.

Salesbox CRM

Best for

Medium Business, Small Business

Bigin by Zoho CRM

Best for

Small Business

Creatio CRM

Best for

Large Enterprises, Medium Business

Fathom typically suits Large Enterprises and Medium Business. Salesbox CRM tends to fit Medium Business and Small Business better. The right choice depends on your team size, workflow, and whether a free trial matters.

Description	Fathom is an easy-to-use financial analysis software package that enables user to analyze tens of thousands of securities automatically, even complex derivatives. Soothe curiosity with this ... Read More about Fathom	Salesbox CRM is a mobile-first CRM built for field sales teams that need full pipeline visibility outside the office. It includes a pipeline view, task reminders, and a mobile app with ... Read More about Salesbox CRM	Bigin is Zoho's lightweight CRM designed for small teams under 50 people running straightforward sales cycles. Its drag-and-drop pipeline and email sync with Gmail and Outlook allow reps to ... Read More about Bigin by Zoho CRM	Creatio is an AI-native, no-code CRM and workflow automation platform designed to help organizations manage customer relationships and business processes on a single unified system. It ... Read More about Creatio CRM
Entry Level Pricing	Not Available	Starts from $2.90	Starts from $7 , Billed Yearly	Starts from $40 , Billed Yearly
Free Trial Availability	Free Trial available	Free Trial available	Get Free Trial	No free trial
SpotScore What's this? ↗	9.8/10	8.4/10	9.0/10	Not Available
User Ratings Based on verified Spotsaas reviews	4.36 (14)	4.86 (18)	4.6 (243)
Best Company Size	Small BusinessMedium Business	—	—	50–10,000+ employees
	Get pricing help	Get pricing help	Visit website	Visit website

Where each option fits best

See where each product is strongest, which teams it fits, and what causes buyers to keep looking — before you commit.

Based on buyer reviews and verified product data collected by Spotsaas.

Strengths

Key strengths

Fathom

No key benefits available yet.

Salesbox CRM

No key benefits available yet.

Bigin by Zoho CRM

No key benefits available yet.

Creatio CRM

Advanced Workflow Automation: Creatio supports end-to-end workflow automation through triggers, rules, approvals, and task orchestration. Repetitive actions such as follow-ups, lead routing, and status updates can run automatically. This reduces manual effort, minimizes errors, and keeps processes following defined standards, improving efficiency across departments.
AI-Driven Insights and Analytics: Creatio uses AI-driven analytics to surface trends, predict outcomes, and recommend next actions. Teams can monitor performance, forecast revenue, and identify bottlenecks using real-time dashboards. These insights help decision-makers prioritize tasks, improve planning accuracy, and adjust strategies based on actual operational data rather than assumptions.
Scalable for Growing Organizations: Creatio is designed to support growing teams, complex workflows, and increasing data volumes. Organizations can expand usage across departments, regions, and business units without changing platforms. Its modular structure allows teams to add features, integrations, and automation gradually as operational needs become more advanced.

Best fit

Fathom

No best-fit guidance available yet.

Salesbox CRM

No best-fit guidance available yet.

Bigin by Zoho CRM

No best-fit guidance available yet.

Creatio CRM

50–10,000+ employees
Banking & Financial Services, Insurance, Telecommunications, Healthcare, Manufacturing, Real Estate, Professional Services, IT Services, Public Sector, Education
Sales Manager, CRM Manager, Revenue Operations Manager, Marketing Operations Manager, Customer Service Manager, Business Process Manager, Digital Transformation Lead, CIO

Watchouts

Reasons buyers look elsewhere

Fathom

No alternatives guidance available yet.

Salesbox CRM

No alternatives guidance available yet.

Bigin by Zoho CRM

No alternatives guidance available yet.

Creatio CRM

While Creatio has integrations and a marketplace, users who require deep connectivity with certain niche tools or large ecosystems (e.g., extensive third-party apps) may choose alternatives with broader out-of-the-box integrations.
Creatio’s pricing and feature tiers are structured for mid-sized to larger businesses. Smaller teams or budget-constrained startups may opt for alternatives offering essential CRM capabilities at lower costs without advanced automation overhead.
Though no-code, Creatio’s workflow builder and extensive features can feel overwhelming without training. Teams with limited CRM experience might gravitate toward platforms with more intuitive interfaces or guided onboarding to reduce ramp-up time.

Software Demo

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How do Fathom, Salesbox CRM, Bigin by Zoho CRM and Creatio CRM Compare on Features?

Total Features	5 Features	8 Features	10 Features	78 Features
Unique Features	No unique features	No unique features	No unique features	No unique features
	Get Quote	Get Quote	Visit website	Visit website

Compare Fathom, Salesbox CRM, Bigin by Zoho CRM and Creatio CRM on pricing

Review starting price, plan structure, and free-trial access side by side so you can see which option fits your budget and buying process.

Pricing Option
Starting From	Not Available	$2.90	$7 , Billed Yearly	$40 , Billed Yearly
Pricing Plans	Not Available	Not Available	Free Get Started Single Pipeline 500 Records Instant Workflows (3) Show more + Express Get Started Includes features of Free plan, plus Team Pipelines (3) 50,000 Records Show more + Premier Get Started Includes features of Express Edition plan. plus Team Pipelines (5) 100,000 Records Show more +	Growth $40 /user/month Get Started Provide automation to SMB clients No-code user interface designer No-code workflow designers Show more + Enterprise $75 /user/month Get Started Enable full-scale automation for corporate and enterprise needs No-code user interface designer No-code workflow designers Show more + Unlimited Custom /user/month Get Started Access the full platform, all CRM products, and AI with no per-user limits
Pricing Page
	View detailed pricing	View detailed pricing	View detailed pricing	View detailed pricing

Other Details

Organization Types supported	Large Enterprises Medium Business Small Business Freelancers Individuals	Large Enterprises Medium Business Small Business Freelancers Individuals	Large Enterprises Medium Business Small Business Freelancers Individuals	Large Enterprises Medium Business Small Business Freelancers Individuals
Platforms Supported	Browser Based (Cloud) Mobile - Android Mobile - iOS Installed - Windows Installed - Mac Browser Based (Cloud)	Browser Based (Cloud) Mobile - Android Mobile - iOS Installed - Windows Installed - Mac Browser Based (Cloud)	Browser Based (Cloud) Mobile - Android Mobile - iOS Installed - Windows Installed - Mac Browser Based (Cloud)	Browser Based (Cloud) Mobile - Android Mobile - iOS Installed - Windows Installed - Mac Browser Based (Cloud)
Modes of support	24/7 (Live rep) Business Hours Online	24/7 (Live rep) Business Hours Online	24/7 (Live rep) Business Hours Online	24/7 (Live rep) Business Hours Online
API Support	Not Available	Not Available	Available	Available
	Get help choosing	Get help choosing	Visit Website	Visit Website

Security & Compliance

Certifications, data handling, and security controls for IT and compliance evaluators.

SOC 2	✓ Yes	—
HIPAA	✗ No	✗ No
GDPR	✓ Yes	—
ISO 27001	—	—
Single Sign-On (SSO)	✓ Yes	—
Multi-Factor Auth (MFA)	✓ Yes	—
Data Encryption	✓ Yes	—
Audit Logs	✓ Yes	—
Data Residency	🇺🇸 US	🇺🇸 US

Fathom vs Salesbox CRM vs Bigin by Zoho CRM User Reviews & Rating Comparison

User Ratings	4.36 (based on 14 reviews)	4.86 (based on 18 reviews)	4.6 (based on 243 reviews)	No reviews available for the product
Rating Distribution	8 6 0 0 0	17 1 0 0 0	204 66 7 1 1	No reviews available for this product
Spotsaas Editor’s POV generated by AI	Buyer sentiment Overall positive user sentiment highlights ease of use, customization, and integration, tempered by some concerns about flexibility and advanced features. What buyers like Ease of use Customizable reporting Integration with Quickbooks and Excel Common complaints Learning curve and initial complexity Limited report customization flexibility	Buyer sentiment Buyer sentiment is very strong across 18 reviews, with consistently positive feedback. What buyers like Extremely user-friendly, making it easy for both technical and non-technical users to navigate and use. Affordable pricing with a vast set of features tailored to small and medium-sized businesses, providing great value for money. Offers a wide range of modules, integrations, and tools in a single platform, reducing the need for multiple software solutions. Common complaints Limited advanced features when compared to more established CRMs, which may constrain larger enterprises. Some users may find the extensive feature set overwhelming without proper onboarding or training. Focused extensively on small and mobile sales teams, which might not align well with diverse organizational needs.	Buyer sentiment Buyer sentiment is very strong across 279 reviews, with consistently positive feedback. What buyers like Simple design with a short learning curve — accessible for non-technical users. Pricing targets startups and small businesses with core CRM features at low cost. Pipeline management and workflow automation reduce manual steps in sales processes. Common complaints Limited integrations with social media apps and LinkedIn or Facebook ad platforms. Lacks advanced features needed by larger enterprises or complex workflows. Customer support availability is inconsistent, affecting issue resolution during critical moments.	What buyers like Handles large datasets, complex hierarchies, and multi-department workflows as organizations grow. Supports complex process automation, triggers, and AI-driven insights for more controlled and efficient operations. Combines sales, marketing, service, and operations in one system, reducing tool fragmentation across teams. Common complaints Initial implementation often needs careful planning to fully align processes with business requirements. Advanced workflow design and configuration may require time and training for new users.
Pros and Cons	Easy to use and navigate, simplifying financial analysis and reporting tasks Customizable reports and data visualization enhance decision-making Seamless integration with Quickbooks and Excel for efficient data management Initial complexity and learning curve due to variety of tools Limited flexibility in changing report types and adding descriptions	Intuitive design enhances user adoption. Scalable solution for various team sizes. Effective sales tracking capabilities. Limited third-party integrations. Basic marketing tools may not suffice.	Real-time updates keep teams informed. Integration with email and calendar enhances productivity. User-friendly interface simplifies navigation. Customization options may not meet all needs. New users may find the interface complex.	Handles large datasets, complex hierarchies, and multi-department workflows as organizations grow. Supports complex process automation, triggers, and AI-driven insights for more controlled and efficient operations. Combines sales, marketing, service, and operations in one system, reducing tool fragmentation across teams. Initial implementation often needs careful planning to fully align processes with business requirements. Advanced workflow design and configuration may require time and training for new users.
Positive Reviews	No reviews available for the product	No reviews available for the product	No reviews available for the product	No reviews available for the product
	Read reviews	Read reviews	Read reviews

Integrations

Integration with other apps	No Integration information available.	No Integration information available.	No Integration information available.	Facebook Ads Quickbooks Microsoft 365

List of Customers

Customers	No Customers information available.	No Customers information available.	Antech Microsystem Pvt.Ltd Investacc Hire	Nasdaq Colgate-Palmolive ENT Credit Union

Media and Screenshots

Screenshots	No screenshots available.	2 Screenshots
Videos	1 Videos	2 Videos

Alternatives

Alternatives	Synoptix 3.67 ProfitCents 4.3 TERA	Bigin by Zoho CRM 4.6 Creatio CRM ClickUp 4.87	Creatio CRM ClickUp 4.87 Zoho CRM 4.14	Bigin by Zoho CRM 4.6 Initiative CRM Kylas 4.83

Frequently asked questions

Which is better, Fathom or Salesbox CRM?: Salesbox CRM edges out the other on user ratings (4.9 vs 4.4). That said, the best pick depends on your use case — use the comparison tables above to evaluate each dimension.
Do Fathom and Salesbox CRM offer a free trial?: Yes, both Fathom and Salesbox CRM offer a free trial.
What is the starting price of Fathom vs Salesbox CRM?: Fathom starts at Contact for pricing. Salesbox CRM starts at $2.90 /User/Month.
What are the top alternatives to Fathom?: Top alternatives to Fathom include Synoptix, ProfitCents, TERA, Tangent Works, Joiin Reporting.
What are the top alternatives to Salesbox CRM?: Top alternatives to Salesbox CRM include Bigin by Zoho CRM, Creatio CRM, ClickUp, Zoho CRM, Freshsales.

Fathom vs Salesbox CRM vs Bigin by Zoho CRM vs Creatio CRM Comparison

Fathom

Salesbox CRM

Bigin by Zoho CRM

Creatio CRM

Fathom vs Salesbox CRM vs Bigin by Zoho CRM vs Creatio CRM — at a glance

Key differences between Fathom and Salesbox CRM

Compare Fathom vs Salesbox CRM vs Bigin by Zoho CRM vs Creatio CRM — and walk away knowing which one fits.

Fathom

Salesbox CRM

Download this Fathom vs Salesbox CRM vs Bigin by Zoho CRM vs Creatio CRM comparison

Biggest differences

Description

Entry Level Pricing

Free Trial Availability

SpotScore

User Ratings

Best Company Size

Where each option fits best

Key strengths

Best fit

Reasons buyers look elsewhere

Software Demo

Demo

Get shortlist help from a software advisor

How big is your team?

How do Fathom, Salesbox CRM, Bigin by Zoho CRM and Creatio CRM Compare on Features?

Compare Fathom, Salesbox CRM, Bigin by Zoho CRM and Creatio CRM on pricing

Other Details

Organization Types supported

Platforms Supported

Modes of support

API Support

Security & Compliance

Fathom vs Salesbox CRM vs Bigin by Zoho CRM User Reviews & Rating Comparison

Integrations

Integration with other apps

List of Customers

Customers

Media and Screenshots

Screenshots

Videos

Alternatives

Related Blogs and Articles for Crm Software

Frequently asked questions