SS&C Tier1 vs Zoho CRM Comparison

Why choose SS&C Tier1

• Higher Support score (6/10 vs 5/10)
• Higher Security score (8/10 vs 7/10)
• Better fit for enterprise (9/10 vs 6/10)

Z

Why choose Zoho CRM

• Has a free plan (SS&C Tier1 does not)
• Higher Cost score (8/10 vs 3/10)
• Higher Analytics score (7/10 vs 6/10)
• Better fit for small business (8/10 vs 1/10)
• Better fit for startups (7/10 vs 1/10)

SS&C Tier1

Pros

• Built for sell-side workflows such as research, trading, and sales coverage, and for investment banking deal management.
• Its security model separates private deal data from shared contacts, so markets and banking can work in one CRM while keeping compliance walls.
• Runs on Salesforce, so it inherits that platform's scale and ecosystem.
• Tier1 for Outlook brings CRM data and mass email into Outlook.

Cons

• No public pricing, and Salesforce licensing is likely needed in addition.
• Very few public user reviews are available for independent evaluation.
• A niche product that does not suit businesses outside capital markets and banking.
• No public information on built-in calling or marketing automation.

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Zoho CRM

Pros

• The free edition supports 3 users with mobile apps and basic workflows, so very small teams can use it at no cost.
• Annual billing for Standard costs about 14 USD per user per month, which is low for a CRM that includes forecasting and built-in calling.
• Reviewers praise how closely it works with other Zoho apps such as Desk, Campaigns and Analytics.
• Admins can heavily customize it with custom modules, Blueprint processes, widgets and custom functions.

Cons

• Monthly billing costs roughly 25 to 52 percent more per seat than annual billing.
• Reviewers report a learning curve, especially when building workflow automation.
• Advanced automation often needs developers or custom functions.
• Reviews often mention slow or limited customer support and occasional sluggish performance.
• Zia AI is only included from the Enterprise edition up.