{"id":3599,"date":"2021-07-16T16:34:59","date_gmt":"2021-07-16T15:34:59","guid":{"rendered":"https:\/\/liminal.pt\/martech-magazine\/?p=3599"},"modified":"2021-07-16T16:35:04","modified_gmt":"2021-07-16T15:35:04","slug":"bitrix24-crm-vs-zoho-crm-pros-e-contras","status":"publish","type":"post","link":"https:\/\/liminal.pt\/martech-magazine\/bitrix24-crm-vs-zoho-crm-pros-e-contras\/","title":{"rendered":"Bitrix24 CRM vs. Zoho CRM: Pr\u00f3s e Contras"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Perceber qual o CRM que se adequa \u00e0 realidade da sua empresa pode ser um verdadeiro desafio. Se se encontra nesta busca, provavelmente j\u00e1 se deparou com uma destas op\u00e7\u00f5es: <a href=\"https:\/\/www.bitrix24.com.br\/\" target=\"_blank\" rel=\"noreferrer noopener\">Bitrix24 CRM<\/a> e <a href=\"https:\/\/www.zoho.com\/crm\/\" target=\"_blank\" rel=\"noreferrer noopener\">Zoho CRM<\/a>. Ambos os CRM s\u00e3o muito bons para micro, pequenas e m\u00e9dias empresas, mas h\u00e1 algumas diferen\u00e7as que podem ajudar a desempatar a decis\u00e3o. Conhe\u00e7a abaixo os pr\u00f3s e contras de cada sistema.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Bitrix24 CRM: O CRM para empresas com necessidades b\u00e1sicas de gest\u00e3o de clientes<\/h2>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" width=\"840\" height=\"487\" src=\"https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2021\/07\/bitrix24-crm2.jpg?resize=840%2C487&#038;ssl=1\" alt=\"bitrix24, bitrix, bitrix crm, bitrix24 crm\" class=\"wp-image-3601\" srcset=\"https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2021\/07\/bitrix24-crm2.jpg?resize=1024%2C594&amp;ssl=1 1024w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2021\/07\/bitrix24-crm2.jpg?resize=300%2C174&amp;ssl=1 300w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2021\/07\/bitrix24-crm2.jpg?resize=768%2C445&amp;ssl=1 768w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2021\/07\/bitrix24-crm2.jpg?resize=517%2C300&amp;ssl=1 517w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2021\/07\/bitrix24-crm2.jpg?w=1400&amp;ssl=1 1400w\" sizes=\"auto, (max-width: 840px) 100vw, 840px\" \/><\/figure><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">O Bitrix24 \u00e9 uma op\u00e7\u00e3o vi\u00e1vel para empresas que t\u00eam uma pequena base de dados de clientes ou apenas necessitam das funcionalidades b\u00e1sicas de um CRM, como organiza\u00e7\u00e3o de contas, contactos e oportunidades. \u00c9 especialmente indicado para organiza\u00e7\u00f5es que necessitam de funcionalidades de gest\u00e3o de projetos, a par do CRM. A interface \u00e9 pouco intuitiva e bastante confusa, e, portanto, n\u00e3o \u00e9 adequado a empresas com baixo grau de maturidade digital, uma vez que este pode ser um dos fatores que levar\u00e1 \u00e0 fraca ado\u00e7\u00e3o do sistema depois da sua implementa\u00e7\u00e3o.<\/p>\n\n\n\n<h5 class=\"wp-block-heading\">Pr\u00f3s<\/h5>\n\n\n\n<ul class=\"wp-block-list\"><li>O Bitrix24 \u00e9, na sua ess\u00eancia, uma plataforma para gest\u00e3o de projetos, que incluiu mais tarde as funcionalidades de CRM. Por este motivo, para empresas que t\u00eam grandes necessidades de ter uma \u00e1rea reservada \u00e0 gest\u00e3o de projetos na mesma plataforma que um CRM, o Bitrix24 torna-se uma boa op\u00e7\u00e3o.<\/li><li>Possibilidade de associar faturas, produtos e or\u00e7amentos a cada oportunidade comercial.<\/li><li>Plataforma muito completa, que inclui CRM, gest\u00e3o de projetos, cria\u00e7\u00e3o de sites, loja online, gest\u00e3o de RH, etc. Este ponto tanto pode ser um pr\u00f3, como um contra, uma vez que pode tornar a plataforma bastante confusa.<\/li><\/ul>\n\n\n\n<h5 class=\"wp-block-heading\">Contras<\/h5>\n\n\n\n<ul class=\"wp-block-list\"><li>Fraca capacidade de personaliza\u00e7\u00e3o na vers\u00e3o gratuita. A cria\u00e7\u00e3o de campos personalizados apenas est\u00e1 dispon\u00edvel na vers\u00e3o mais cara &#8211; a Professional, dispon\u00edvel a partir de 159$\/m\u00eas.<\/li><li>Interface pouco intuitiva e confusa. V\u00e1rios utilizadores do Bitrix24 reportam uma longa curva de aprendizagem at\u00e9 conseguirem retirar todos os benef\u00edcios da plataforma.<\/li><li>Capacidade limitada de anal\u00edtica &#8211; sobretudo nas vers\u00f5es free e mais baratas.<\/li><li>O Marketplace de integra\u00e7\u00f5es do Bitrix24 apenas apresenta 536 integra\u00e7\u00f5es dispon\u00edveis, enquanto que o Marketplace da Zoho cont\u00e9m mais de 1 000.<\/li><li>Fraca visibilidade das a\u00e7\u00f5es de Marketing no CRM. Apenas est\u00e3o dispon\u00edveis integra\u00e7\u00e3o com Mailchimp, Sendpulse, Mailigen e Unisender.<\/li><li>A possibilidade de ver o hist\u00f3rico de altera\u00e7\u00f5es associadas a cada registo apenas est\u00e1 dispon\u00edvel nas vers\u00f5es pagas da plataforma.<\/li><li>A integra\u00e7\u00e3o com um e-mail externo (ex.: e-mail da empresa) apenas est\u00e1 dispon\u00edvel nas vers\u00f5es pagas da plataforma.<\/li><li>A capacidade de criar workflows e automatizar o processo de vendas apenas est\u00e1 dispon\u00edvel nos planos Business da plataforma.<\/li><\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Zoho CRM: O CRM capaz de se adaptar a qualquer realidade<\/h2>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" width=\"840\" height=\"564\" src=\"https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/12\/zoho-crm-automacao-marketing-liminal-gratis.png?resize=840%2C564&#038;ssl=1\" alt=\"crm gr\u00e1tis, crm gratuito, zoho crm free, zoho, liminal\" class=\"wp-image-3293\" srcset=\"https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/12\/zoho-crm-automacao-marketing-liminal-gratis.png?resize=1024%2C688&amp;ssl=1 1024w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/12\/zoho-crm-automacao-marketing-liminal-gratis.png?resize=300%2C202&amp;ssl=1 300w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/12\/zoho-crm-automacao-marketing-liminal-gratis.png?resize=768%2C516&amp;ssl=1 768w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/12\/zoho-crm-automacao-marketing-liminal-gratis.png?resize=446%2C300&amp;ssl=1 446w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2020\/12\/zoho-crm-automacao-marketing-liminal-gratis.png?w=1250&amp;ssl=1 1250w\" sizes=\"auto, (max-width: 840px) 100vw, 840px\" \/><\/figure><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">O Zoho CRM \u00e9 um dos nomes que costuma chegar sempre \u00e0 &#8220;short-list&#8221; de qualquer empresa que est\u00e1 \u00e0 procura do CRM certo. \u00c9 o CRM que apresenta melhor rela\u00e7\u00e3o custo-benef\u00edcio, oferecendo um sistema completo e intuitivo a um pre\u00e7o acess\u00edvel e adequado \u00e0 realidade da maioria das empresas portuguesas, sobretudo quando comparado com outras alternativas, como Salesforce ou HubSpot, ou mesmo Bitrix24 nas vers\u00f5es mais caras. \u00c9 especialmente indicado para empresas que necessitam de plataformas com grande grau de personaliza\u00e7\u00e3o e adapta\u00e7\u00e3o \u00e0 realidade do dia-a-dia.<\/p>\n\n\n\n<h5 class=\"wp-block-heading\">Pr\u00f3s<\/h5>\n\n\n\n<ul class=\"wp-block-list\"><li>Um dos grandes benef\u00edcios do Zoho CRM \u00e9 a sua grande capacidade de adapta\u00e7\u00e3o e personaliza\u00e7\u00e3o a empresas de diferentes ind\u00fastrias e dimens\u00f5es. Este CRM \u00e9 uma aut\u00eantica plasticina, que permite adaptar a plataforma ao dia-a-dia de qualquer neg\u00f3cio.<\/li><li>O pre\u00e7o \u00e9 um dos grandes pontos fortes da Zoho. \u00c9 o CRM que oferece o melhor custo\/benef\u00edcio do mercado, sendo que a vers\u00e3o gratuita est\u00e1 dispon\u00edvel at\u00e9 3 utilizadores e as vers\u00f5es pagas variam entre os 14\u20ac\/user\/m\u00eas e os 52\u20ac\/user\/m\u00eas.<\/li><li>Interface intuitiva e f\u00e1cil de utilizar. <\/li><li>\u00c9 poss\u00edvel criar workflows em todas as vers\u00f5es, incluindo a vers\u00e3o free, o que facilita bastante a automatiza\u00e7\u00e3o de processos de vendas.<\/li><li>Anal\u00edtica muito completa, com possibilidade de cria\u00e7\u00e3o de reports e dashboards personalizados nas vers\u00f5es pagas.<\/li><\/ul>\n\n\n\n<h5 class=\"wp-block-heading\">Contras<\/h5>\n\n\n\n<ul class=\"wp-block-list\"><li>N\u00e3o tem funcionalidades de gest\u00e3o de projetos. Para as empresas que necessitam de um CRM que ofere\u00e7a tamb\u00e9m esta componente, o Bitrix24 \u00e9 mais indicado. Como alternativa, poder\u00e1 usar o <a href=\"https:\/\/www.zoho.com\/projects\/\" target=\"_blank\" rel=\"noreferrer noopener\">Zoho Projects<\/a> e integr\u00e1-lo com o Zoho CRM.<\/li><li>N\u00e3o \u00e9 poss\u00edvel criar campos personalizados na vers\u00e3o gratuita.<\/li><li>Pode ser complicado perceber como retirar todo o potencial da plataforma e personaliz\u00e1-la \u00e0 realidade da empresa ao come\u00e7ar a utilizar a plataforma. Se for este o seu caso, poder\u00e1 contar com especialistas como a <a href=\"https:\/\/liminal.pt\" target=\"_blank\" rel=\"noreferrer noopener\">Liminal<\/a>, que o ajudar\u00e3o a implementar e personalizar o CRM, permitindo mais rapidamente a sua ado\u00e7\u00e3o.<\/li><\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">O veredicto final<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Segundo a CSO Insights, apenas <strong>40%<\/strong> das empresas relata <strong>n\u00edveis de ado\u00e7\u00e3o de CRM superiores a 90%.<\/strong> Este \u00e9 um dos principais desafios na implementa\u00e7\u00e3o de um CRM e tamb\u00e9m um dos motivos pelos quais muitas implementa\u00e7\u00f5es n\u00e3o s\u00e3o bem sucedidas. Isto deve-se, essencialmente, a dois fatores: sistemas pouco user-friendly e baixa adapta\u00e7\u00e3o do sistema aos processos e realidade da empresa. Uma vez que o Bitrix24 tem uma interface confusa e os seus utilizadores relatam uma longa curva de aprendizagem para conseguir retirar todo o partido do sistema, apenas aconselhamos a implementa\u00e7\u00e3o deste sistema quando \u00e9 necess\u00e1rio ter uma plataforma de gest\u00e3o de projetos no mesmo sistema que o CRM. Caso esta condi\u00e7\u00e3o n\u00e3o se verifique, o Zoho CRM costuma ser sempre uma melhor op\u00e7\u00e3o uma vez que \u00e9 muito mais intuitivo e flex\u00edvel do que o Bitrix24 e, portanto, oferece, \u00e0 partida, maior probabilidade de sucesso na sua implementa\u00e7\u00e3o.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Garanta que o sistema se adequa \u00e0 sua realidade<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Independentemente do software CRM que escolher, h\u00e1 algo que se deve verificar sempre: deve ser o sistema a adaptar-se aos processos e necessidades da sua empresa e n\u00e3o o contr\u00e1rio. A <a href=\"https:\/\/liminal.pt\" target=\"_blank\" rel=\"noreferrer noopener\">Liminal<\/a> existe exatamente por este motivo: para garantir que o CRM responde aos desafios que sente atualmente e que contribui para o sucesso e crescimento do neg\u00f3cio.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Qual o CRM mais adequado para a minha empresa?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">O caminho para o sucesso come\u00e7a antes do momento da escolha do CRM, com o levantamento de requisitos, processos e necessidades a que a tecnologia dever\u00e1 dar resposta. Para facilitar esta tarefa, prepar\u00e1mos um <a href=\"https:\/\/liminal.pt\/template-requisitos-crm\/\" target=\"_blank\" rel=\"noreferrer noopener\">template de requisitos<\/a> que deve ter em conta quando escolhe um CRM. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Um bom trabalho nesta fase ir\u00e1 garantir que o CRM da sua empresa seja uma pe\u00e7a fundamental para apoiar e amplificar a estrat\u00e9gia, miss\u00e3o, vis\u00e3o e objetivos definidos. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">No eBook \u201c<a href=\"https:\/\/liminal.pt\/ebook-como-escolher-crm\/\" target=\"_blank\" rel=\"noreferrer noopener\">Como Escolher um CRM<\/a>\u201d ajudamos a perceber qual a op\u00e7\u00e3o ideal para a sua empresa, explicando de que modo deve listar as suas necessidades e preparar a sua estrat\u00e9gia para integrar um CRM, como avaliar o que existe no mercado, a import\u00e2ncia de envolver os seus colaboradores desde o princ\u00edpio e quais os cuidados a ter na implementa\u00e7\u00e3o da plataforma.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large\"><a href=\"https:\/\/liminal.pt\/ebook-como-escolher-crm\/\" target=\"_blank\" rel=\"noopener\"><img data-recalc-dims=\"1\" loading=\"lazy\" decoding=\"async\" width=\"646\" height=\"226\" src=\"https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2018\/10\/como-escolher-crm.png?resize=646%2C226&#038;ssl=1\" alt=\"Como escolher um CRM, Customer Relationship Management, Como escolher CRM, alinhar marketing e vendas, software crm\" class=\"wp-image-796\" srcset=\"https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2018\/10\/como-escolher-crm.png?w=646&amp;ssl=1 646w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2018\/10\/como-escolher-crm.png?resize=300%2C105&amp;ssl=1 300w, https:\/\/i0.wp.com\/liminal.pt\/martech-magazine\/wp-content\/uploads\/2018\/10\/como-escolher-crm.png?resize=600%2C210&amp;ssl=1 600w\" sizes=\"auto, (max-width: 646px) 100vw, 646px\" \/><\/a><\/figure><\/div>\n\n\n\n<p class=\"wp-block-paragraph\"> <\/p>\n<div class=\"rtng-rating-total\" data-id=\"3599\"><span class=\"rtng-text rtng-title\">Feedback<\/span><div class=\"rtng-star-rating rtng-no-js \" data-rating=\"100\">\n\t\t\t\t\t<div class=\"rtng-star\" data-rating=\"1\">\n\t\t\t\t\t\t<span class=\"dashicons dashicons-star-filled\"><\/span>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t<div class=\"rtng-star\" data-rating=\"2\">\n\t\t\t\t\t\t<span class=\"dashicons dashicons-star-filled\"><\/span>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t<div class=\"rtng-star\" data-rating=\"3\">\n\t\t\t\t\t\t<span class=\"dashicons dashicons-star-filled\"><\/span>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t<div class=\"rtng-star\" data-rating=\"4\">\n\t\t\t\t\t\t<span class=\"dashicons dashicons-star-filled\"><\/span>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t<div class=\"rtng-star\" data-rating=\"5\">\n\t\t\t\t\t\t<span class=\"dashicons dashicons-star-filled\"><\/span>\n\t\t\t\t\t<\/div><\/div><span class=\"rtng-text rtng-total\">5 de 5 estrelas. 3 votos.<\/span><\/div><form action=\"\" method=\"post\" class=\"rtng-form\" data-id=\"3599\"><input type=\"hidden\" name=\"rtng_show_title\" value=\"1\"><span class=\"rtng-text rtng-vote-title\">O meu feedback:<\/span><div class=\"rtng-star-rating rtng-no-js rtng-active\" data-rating=\"\"><label class=\"rtng-star\" data-rating=\"1\">\n\t\t\t\t\t<input type=\"radio\"  name=\"rtng_rating[0]\" value=\"1\" \/>\n\t\t\t\t\t<span class=\"dashicons dashicons-star-empty\"><\/span>\n\t\t\t\t<\/label><label class=\"rtng-star\" data-rating=\"2\">\n\t\t\t\t\t<input type=\"radio\"  name=\"rtng_rating[0]\" value=\"2\" \/>\n\t\t\t\t\t<span class=\"dashicons dashicons-star-empty\"><\/span>\n\t\t\t\t<\/label><label class=\"rtng-star\" data-rating=\"3\">\n\t\t\t\t\t<input type=\"radio\"  name=\"rtng_rating[0]\" value=\"3\" \/>\n\t\t\t\t\t<span class=\"dashicons dashicons-star-empty\"><\/span>\n\t\t\t\t<\/label><label class=\"rtng-star\" data-rating=\"4\">\n\t\t\t\t\t<input type=\"radio\"  name=\"rtng_rating[0]\" value=\"4\" \/>\n\t\t\t\t\t<span class=\"dashicons dashicons-star-empty\"><\/span>\n\t\t\t\t<\/label><label class=\"rtng-star\" data-rating=\"5\">\n\t\t\t\t\t<input type=\"radio\"  name=\"rtng_rating[0]\" value=\"5\" \/>\n\t\t\t\t\t<span class=\"dashicons dashicons-star-empty\"><\/span>\n\t\t\t\t<\/label><\/div><noscript><input type=\"submit\" name=\"rtng_add_button\" class=\"rtng-add-button\" value=\"Rate\" \/><\/noscript>\n\t\t\t\t<input type=\"hidden\" name=\"rtng_object_type\" value=\"post\">\n\t\t\t\t<input type=\"hidden\" name=\"rtng_object_id\" value=\"0\">\n\t\t\t\t<input type=\"hidden\" name=\"rtng_post_id\" value=\"3599\"><input type=\"hidden\" id=\"rtng_nonce_button\" name=\"rtng_nonce_button\" value=\"b5f424d18a\" \/><input type=\"hidden\" name=\"_wp_http_referer\" value=\"\/martech-magazine\/wp-json\/wp\/v2\/posts\/3599\" \/><\/form>","protected":false},"excerpt":{"rendered":"<p>Perceber qual o CRM que se adequa \u00e0 realidade da sua empresa pode ser um verdadeiro desafio. Se se encontra nesta busca, provavelmente j\u00e1 se deparou com uma destas op\u00e7\u00f5es: &hellip; <\/p>\n","protected":false},"author":2,"featured_media":3602,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_feature_clip_id":0,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_post_was_ever_published":false},"categories":[65],"tags":[277,278,68,17,82,70,110],"class_list":["post-3599","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-crm","tag-bitrix24","tag-bitrix24-crm","tag-crm","tag-crm-customer-relationship-management","tag-pme","tag-zoho","tag-zoho-crm"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.5 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Bitrix24 CRM vs. Zoho CRM: Pr\u00f3s e Contras | Martech Magazine<\/title>\n<meta name=\"description\" content=\"Descubra quais os principais pr\u00f3s e contras de duas das melhores op\u00e7\u00f5es de software CRM para PME: Bitrix24 CRM e Zoho CRM.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/liminal.pt\/martech-magazine\/bitrix24-crm-vs-zoho-crm-pros-e-contras\/\" \/>\n<meta property=\"og:locale\" content=\"pt_PT\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Bitrix24 CRM vs. Zoho CRM: Pr\u00f3s e Contras | Martech Magazine\" \/>\n<meta property=\"og:description\" content=\"Descubra quais os principais pr\u00f3s e contras de duas das melhores op\u00e7\u00f5es de software CRM para PME: Bitrix24 CRM e Zoho CRM.\" \/>\n<meta property=\"og:url\" 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