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Phocas vs Salesforce vs Bigin by Zoho CRM Comparison

Last updated:

Phocas

4.6(254 reviews)

Starting at Contact for pricing

  • Large Enterprises
  • Medium Business

Phocas Business Intelligence Software enables information-driven enterprises to unlock the power of their data by providing a complete, user-friendly solution that brings data from all sources together. This Product is a…

Salesforce

4.5(710 reviews)

Starting at $25 /user/month

  • Free Trial
  • Freelancers / Consultants
  • Large Enterprises

Salesforce CRM software is a social enterprise application designed to help businesses of all sizes and industries like retail, health care, technology, financial services, consumer packaged goods (CPG), and many more. B…

Bigin by Zoho CRM

4.6(294 reviews)

Starting at $7 /User/Month

  • Free Trial
  • Small Business

Bigin by Zoho CRM is a solution for managing business contacts, creating sales opportunities, monitoring the pipeline and recording activities. The solution integrates email, calendar, tasks and more. It can be accessed…

Phocas leads on user satisfaction with a 4.6-star rating across 254 reviews.

Phocas vs Salesforce vs Bigin by Zoho CRM — at a glance

FeaturePhocasSalesforceBigin by Zoho CRM
Rating4.6 / 54.5 / 54.6 / 5
Reviews254710294
Starting priceContact for pricing$25 /user/month$7 /User/Month
Free trial No Yes Yes
Free version No No No
Best forLarge Enterprises, Medium Business, Small BusinessFreelancers / Consultants, Large Enterprises, Medium BusinessSmall Business
CategoryBusiness Intelligence SoftwareCRM SoftwareCRM Software
Integrations13+ apps
PlatformsSaaS/Web/Cloud, Installed - WindowsSaaS/Web/Cloud, Mobile - Android, Mobile - iOSSaaS/Web/Cloud, Mobile - Android, Mobile - iOS
APIAvailableAvailable
Support modesBusiness Hours, OnlineBusiness Hours, OnlineBusiness Hours, Online
CertificationsGDPRSOC 2, HIPAA, GDPR, ISO 27001
Data residencyUSGlobalGlobal

Key differences between Phocas and Salesforce

  • Pricing: Salesforce starts at $25 /user/month. Phocas pricing is not publicly listed.
  • Free trial: Salesforce offers a free trial; Phocas does not.
  • Target audience: Phocas is built for Large Enterprises and Medium Business, while Salesforce targets Freelancers / Consultants and Large Enterprises.
  • User satisfaction: Phocas scores higher with a 4.6-star average.
  • Deployment: Phocas supports SaaS/Web/Cloud, Installed - Windows; Salesforce supports SaaS/Web/Cloud, Mobile - Android, Mobile - iOS.

Compare Phocas vs Salesforce vs Bigin by Zoho CRM — and walk away knowing which one fits.

01

Which tool fits your team best

02

Which is actually cheaper for your team size

03

Where each product wins, per real buyers

Most Business Intelligence 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.

Phocas - Business Intelligence Software
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Talk to an expert
Salesforce - CRM Software
Talk to an expert
Talk to an expert

Free PDF comparison

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Biggest differences

Start here before you go deeper into features.

Phocas

Best for mid-to-large businesses needing deep, integrated BI insights and reporting.

Choose if
  • You require comprehensive integration of data from multiple external sources into one platform.
  • Your team needs robust drill-down and reporting features for detailed financial and operational analysis.
  • You have dedicated business analysts or finance teams ready to leverage advanced BI capabilities.
Consider alternatives if
  • Your organization prefers simple, minimal-feature BI tools with a shallow learning curve.
  • You lack dedicated data or analytics resources to manage the tool’s complexity and setup.

Salesforce

Best for medium to large enterprises needing highly customizable CRM solutions.

Choose if
  • You require extensive customization to fit unique industry workflows.
  • Your team needs robust analytics and reporting for data-driven sales decisions.
  • You want seamless integration with numerous third-party applications and APIs.
Consider alternatives if
  • You are a small business or startup with a limited budget.
  • Your team lacks technical expertise or prior CRM experience.

Bigin by Zoho CRM

Best for

Small Business

Phocas: Best for mid-to-large businesses needing deep, integrated BI insights and reporting. Salesforce: Best for medium to large enterprises needing highly customizable CRM solutions.

Description

Phocas Business Intelligence Software enables information-driven enterprises to unlock the power of their data by providing a complete, user-friendly solution that brings data from all ... Read More about Phocas

Salesforce CRM software is a social enterprise application designed to help businesses of all sizes and industries like retail, health care, technology, financial services, consumer ... Read More about Salesforce

Bigin by Zoho CRM is a solution for managing business contacts, creating sales opportunities, monitoring the pipeline and recording activities. The solution integrates email, calendar, ... Read More about Bigin by Zoho CRM

Entry Level Pricing

  • Not Available
  • Starts from $25 , monthly
  • Starts from $7 , Billed Yearly

Free Trial Availability

  • No free trial

Spotsaas Score

What's this? ↗

9.2/10

9.8/10

9.0/10

User Ratings

Based on verified Spotsaas reviews

4.53

(710)

4.57

(294)

Best Company Size

51-500 employees500+ employees
50 to 10,000 employeesMedium to Large Enterprises
Get pricing help
Get pricing help

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

Phocas

No key benefits available yet.

Salesforce

  • Streamlined Sales Processes: Salesforce simplifies the entire sales cycle, enabling teams to manage leads, opportunities, and customer interactions seamlessly. I’ve seen firsthand how this leads to increased efficiency and higher conversion rates.
  • Robust Analytics and Reporting: With Salesforce’s powerful analytics tools, managers can gain deep insights into performance metrics. This allows for informed decision-making based on real-time data, ensuring that strategies are always aligned with business goals.
  • Customizable Solutions: One of the standout features of Salesforce is its adaptability. Whether you're in retail, healthcare, or finance, the platform can be tailored to fit your specific industry needs. I often recommend leveraging this flexibility for maximum impact.
Best fit

Best fit

Phocas

No best-fit guidance available yet.

Salesforce

  • 50 to 10,000 employees
  • Martech, Revtech, Fintech, Sales Automation, SaaS, and Consulting
  • Sales Managers, Account Executives, Business Development Representatives, and CRM Administrators
Watchouts

Reasons buyers look elsewhere

Phocas

No alternatives guidance available yet.

Salesforce

  • Some users may find Salesforce's pricing structure to be complex and potentially high, prompting them to explore more cost-effective CRM options that fit their budget without sacrificing essential features.
  • Organizations with specific industry needs might seek alternatives that offer tailored solutions or customization options better suited to their unique workflows and customer management processes.
  • Users may experience a steep learning curve with Salesforce, leading them to look for more user-friendly CRM systems that can be quickly adopted by their teams without extensive training.

Software Demo

Demo

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Step 1 of 4

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How do Phocas, Salesforce and Bigin by Zoho CRM Compare on Features?

Total Features

10 Features

10 Features

10 Features

Unique Features

No unique features

No unique features

No unique features

Get Quote
Get Quote

Compare Phocas, Salesforce and Bigin by Zoho 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
        • $25 , monthly
        • $7 , Billed Yearly

        Pricing Plans

        • Not Available
        • Free Suite

          Free

          • Easy setup with guided onboarding

          • Lead, Account, Contact, and Opportunity

          • Service Case Management & Simple Email Marketing

          Show more +

        • Starter Suite

          $25

          /user/month

          • Everything in Free plus built-in Sales Flows and Lead Routing

          • Email to Case Management

          • Dynamic Email Marketing, Forms, and Analytics

          Show more +

        • Pro Suite

          $100

          /user/month

          • Everything in Starter plus Enhanced Real-Time Chat

          • Sales Quoting and Forecasting

          • Greater Customization, Automation+ Access to AppExchange

          Show more +

        • Free

          • Single Pipeline

          • 500 Records

          • Instant Workflows (3)

          Show more +

        • Express

          • Includes features of Free plan, plus

          • Team Pipelines (3)

          • 50,000 Records

          Show more +

        • Premier

          • Includes features of Express Edition plan. plus

          • Team Pipelines (5)

          • 100,000 Records

          Show more +

        Pricing Page

        Pricing information not available

        Salesforce pricing
        Bigin by Zoho CRM 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

        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)

        Modes of support

        • 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
        • Available
        • Available
        Get help choosing
        Get help choosing

        Security & Compliance

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

        SOC 2

        ✓ Yes

        HIPAA

        ✗ No
        ✓ Yes

        GDPR

        ✓ Yes
        ✓ Yes

        ISO 27001

        ✓ Yes

        Single Sign-On (SSO)

        ✓ Yes

        Multi-Factor Auth (MFA)

        ✓ Yes

        Data Encryption

        ✓ Yes

        Audit Logs

        ✓ Yes

        Data Residency

        🇺🇸 US
        🌐 Global

        Phocas vs Salesforce User Reviews & Rating Comparison

        User Ratings

        Rating Distribution

        117

        29

        1

        0

        0

        378

        143

        30

        4

        7

        204

        66

        7

        1

        1

        Spotsaas Editor’s POV generated by AI

        Buyer sentiment

        Users generally praise Phocas for its powerful insights, integration capabilities, and support, though some find the learning curve and feature complexity challenging.

        What buyers like

        • Ease of use
        • Integration with external data sources
        • Customer support

        Common complaints

        • Learning curve
        • Feature complexity

        Buyer sentiment

        Overall positive sentiment highlights Salesforce's customization, analytics, and integration strengths, tempered by concerns about cost and complexity.

        What buyers like

        • Customizability
        • Analytics and reporting
        • Integration capabilities

        Common complaints

        • High cost
        • Steep learning curve

        Buyer sentiment

        Buyer sentiment is very strong across 279 reviews, with consistently positive feedback.

        What buyers like

        • Simple, intuitive design with a short learning curve, making it easy to use and implement, even for non-technical users.
        • Affordable pricing tailored for startups and small businesses, offering great value for core CRM functionalities.
        • Effective pipeline management and workflow automation, enabling businesses to streamline sales processes.

        Common complaints

        • Limited integrations with third-party tools (e.g., social media apps, direct LinkedIn or Facebook ad imports), making data syncing challenging.
        • Lack of advanced features and scalability, restricting use for larger enterprises or complex workflows.
        • Inconsistent customer support with restricted availability, affecting issue resolution during critical times.

        Pros and Cons

        • Excellent drill-down capabilities providing deep business insights

        • Seamless integration with multiple external data sources

        • Strong customer support with quick query resolution

        • Steep initial learning curve for infrequent users

        • Complex navigation due to numerous features and modules

        • Highly customizable platform tailored to specific industry needs

        • Robust reporting and analytics for data-driven decision-making

        • Extensive integration capabilities with third-party apps and APIs

        • Expensive licensing and additional feature costs

        • Steep learning curve for new or non-technical users

        • 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.

        Positive Reviews

        No reviews available for the product

        No reviews available for the product

        No reviews available for the product

        Integrations

        Integration with other apps

        No Integration information available.

        No Integration information available.

        List of Customers

        Customers

        Lsc

        Lsc

        Conva tec

        Conva tec

        Uvex

        Uvex

        BBVA

        BBVA

        Brunello Cucinelli

        Brunello Cucinelli

        Unilever

        Unilever

        Antech Microsystem Pvt.Ltd

        Antech Microsystem Pvt.Ltd

        Investacc

        Investacc

        Hire

        Hire

        Media and Screenshots

        Screenshots

        Dashboard

        1 Screenshots

        Salesforce Adoption Dashboards

        3 Screenshots

        Videos

        video-0

        3 Videos

        video-0

        5 Videos

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        Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].

        Frequently asked questions

        Which is better, Phocas or Salesforce?
        Phocas edges out the other on user ratings (4.6 vs 4.5). That said, the best pick depends on your use case — use the comparison tables above to evaluate each dimension.
        Do Phocas and Salesforce offer a free trial?
        Salesforce offers a free trial. Phocas does not.
        What is the starting price of Phocas vs Salesforce?
        Phocas starts at Contact for pricing. Salesforce starts at $25 /user/month.
        What are the top alternatives to Phocas?
        Top alternatives to Phocas include iDashboards, Entrinsik Informer, Tableau, Microsoft Power BI, Dundas BI.
        What are the top alternatives to Salesforce?
        Top alternatives to Salesforce include Bigin by Zoho CRM, Hubspot Marketing Hub, Dynamics 365 Marketing, ClickUp, Zoho CRM.

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