Ragently CRM as a Zoho CRM alternative

Yes, for a small team that wants a clear view of customers, deals and tasks: Ragently CRM has them in one place, for a fixed price per user with every part included, the Claude and ChatGPT integration too. If you have a growing team that wants extensive automation and many Zoho apps, such as marketing, accounting and support, in one suite, Zoho CRM may suit you better.

Yes. Save your companies and contacts as a CSV file and import it into Ragently CRM; that is how you bring your customers along when you switch from Zoho CRM. You can add custom fields yourself, and you can always export your data again later.

Yes. Ragently CRM connects to Claude or ChatGPT via MCP: with 26 MCP tools your AI assistant searches in plain language and creates or updates companies, contacts and deals on its own, moves deals and adds notes and tasks. The connection deliberately can't delete data, import, manage fields and task types, or change KPIs. You can run campaigns with it too: your AI assistant finds leads and writes email drafts, which land in your queue first by default; with the autopilot on, at first only the follow-ups go out by themselves and, once you raise it, the first email too. With your own Anthropic or OpenAI API key, the built-in outreach agent also runs by itself every working day. The integration is included in the price of the CRM plan and in every Ragently subscription that includes the CRM.

Ragently CRM has a fixed price per user, with every part included: you as the owner and each extra colleague pay the same amount per month, and you can also pay per year. The amounts are listed on Ragently's pricing page. Zoho CRM's current prices are on their own website.

Yes. Ragently CRM is free for 14 days with no payment details, so you can try it at your own pace alongside Zoho CRM. The trial allows up to 3 users; afterwards you decide whether to continue.