Comparison of Zoho CRM Versions, Zoho CRM Pricing

With Zoho CRM, you can connect in real time with customers and prospects, across all channels. From email to phone, live chat, and even social media. SalesSignals notifies you when a hot prospect is browsing your site, reading your email campaign, or engaging with your brand on social media. You can bring all your channels together in an organized timeline, and reach out to every prospect. You can see your emails organized according to the CRM pipeline, and respond to the customers who matter most with Zoho SalesInbox. Also, you can contact customers over the phone inside CRM, with a single click. Understand what people are saying about your brand, and capture leads from social media into your CRM. Get Zia on the line, or online. Through call or chat, ask her for record info, reports, or to add new data to CRM. Zia forms trends for the activities that go into every sale to predict future irregularities in sales trends. Zia monitors automation and offers suggestions to correct the workflows that run your sales process. Analyse the tone of your customers from their emails to craft the best response and make the best pitch. Contact customers when they’re likely to answer calls or check emails by setting reminders for Zia’s suggestions. Keep your data up to date with your customer base’s demographics, phone numbers, and social media accounts.

COMPARISON TABLE:

  FREE STARTER STANDARD PROFESSIONAL ENTERPRISE
Pricing (plus tax, as applicable)
Per Month (Billed Annually)
In RUPEES Free for 3 users ₹500/user/month ₹720/user/month ₹1,200/user/month ₹2,100/user/month
In DOLLARS Free for 3 users $12/user/month $20/user/month $35 user/month
In GBP Free for 3 users £10/user/month £16/user/month £30/user/month
In EUROS Free for 3 users €12/user/month €20/user/month €35/user/month
Billed Monthly

 

In RUPEES Free for 3 users ₹600/user ₹1,080/user ₹1,800/user ₹2,700/user
In DOLLARS
In GBP Free for 3 users £14/user £24/user £36/user
In EUROS Free for 3 users €18/user €30/user €45/user
Leads Yes Yes Yes Yes Yes
Contacts Yes Yes Yes Yes Yes
Accounts Yes Yes Yes Yes Yes
Deals Yes Yes Yes Yes Yes
Tasks, events, call log, and notes Yes Yes Yes Yes Yes
CRM views Yes Yes Yes Yes Yes
Sales forecasting Yes Yes Yes Yes
BCC dropbox for email Yes Yes
Email insights Yes Yes Yes
Macros Yes Yes
Multiple currencies Yes
Contextual custom related lists Yes
SalesSignals Yes Yes
Advanced filters Yes Yes Yes Yes Yes
Scoring rules 10 rules/module 20 rules/module 30 rules/module
Reminders Yes Yes Yes Yes
Email parser Yes
Email Association with Deals Yes Yes
PRODUCT CUSTOMIZATION
Page customization Yes Yes Yes Yes Yes
Rename tabs Yes Yes Yes Yes Yes
Custom fields 5 fields/module 10 fields/module 155 fields/module (Note: Activities module has only 140 fields) 310 fields/module (Note: Activities module has only 230 fields)
Picklist history tracking Yes
Custom links 10/module 10/module
Web tabs 25
Custom modules 50 modules
Custom buttons 50/module
Sandbox Yes
Page layouts 3/module
Canvas view 3 views/module/org. with every user license
Layout Rules 10/layout
Validation Rules 5 rules/layout 10 rules/layout
Subforms 2/module
Translations Yes
Reporting Hierarchy Yes
Multi-select Lookup 2/module
Unique fields 2 fields/module 2 fields/module 2 fields/module
Custom list views 5/module 50/module 50/module Unlimited Unlimited
Tab groups 10 groups 10 groups 25 groups
WORKFLOW MANAGEMENT
Workflow rules 1 rule/module 2 rules/module

2 conditions/rule

6 rules/module

5 conditions/rule

20 rules/module

5 conditions/rule

50 rules/module

10 conditions/rule

Email Notification 5 emails/rule

50 emails/ User License

150 emails/ Day

5 emails/rule

50 emails/ User License

5000 emails/ Day

5 emails/rule

100 emails/ User License

5000 emails/ Day

5 emails/rule

200 emails/ User License

5000 emails/ Day

5 emails/rule

300 emails/ User License

5000 emails/ Day

Task Action 5/action 5/action 5/action 5/action 5/action
Field update Action 3 updates/action 3 updates/action
Webhook Action 1/action

10000 calls/day or 100 calls/user license/day

Limit applicable for the org. (whichever is lower)

1/action

20000 calls/day or 500 calls/user license/day

Limit applicable for the org. (whichever is lower)

Convert Action Yes Yes Yes
Functions using Deluge script 1 Instant Action and 5 Scheduled Actions per Rule
Scheduled Actions 5/workflow rule
Approval process Yes
Assignment rules 20 rules & 20 rule entries 20 rules & 50 rule entries
Schedules Yes
Case escalation rules Yes
PROCESS MANAGEMENT
Active Blueprints 3 20
Common Transition per Blueprint 2 5
Transition per Blueprint 10 100
Field count during Transition 4 10
ARTIFICIAL INTELLIGENCE (ZIA)
Lead Conversion Prediction Yes
Deal Closure Prediction Yes
Data Enrichment Paid Extension
Zia Voice Yes
Zia Reminder Yes
Best time to contact Yes
Macro suggestion Yes
Zia Intelligence for Automation Yes Yes Yes
REPORTS
Standard reports Yes Yes Yes Yes Yes
Custom reports 25 100 Unlimited Unlimited
Schedule reports 5 Schedulers/user Maximum 100 schedulers/day. 20 Schedulers/user Maximum 100 schedulers/day. 20 Schedulers/user Maximum 100 schedulers/day. 20 Schedulers/user Maximum 100 schedulers/day.
ANALYTICS
Charts Yes Yes Yes Yes Yes
KPI Yes Yes Yes Yes
Funnels Yes
Target Meter Yes
Comparator Yes
Anomaly Detectors (Powered by Zia) 10 trends
Standard dashboards Yes Yes Yes Yes
Custom dashboards 3 Dashboards 10 Dashboards Unlimited Unlimited
SOCIAL
Enrich data with Twitter profile Yes Yes Yes Yes
Enrich data with Facebook profile Yes Yes Yes Yes
Social tab 1 Brand 1 Brand 1 Brand 2 Brands
Automated Lead Generation from social media Yes Yes Yes Yes
Social interaction with leads/contacts Yes Yes Yes Yes
Social Lite Yes Yes Yes Yes
MARKETING AUTOMATION
Email templates 10 25 100 Unlimited Unlimited
Email opt-out Yes Yes Yes Yes Yes
Website visitor tracking Yes Yes Yes Yes Yes
Mass email 250 emails/day 250 emails/day 500 emails/day 1000 emails/day
Marketing campaigns Yes Yes Yes Yes
Auto-responders 3 autoresponders
Zoho CRM for Google Ads Yes Yes
WEB FORMS
Web-to-lead form 1 form/module 2 form/module 5 form/module 10 form/module 20 form/module
Web-to-contact form 1 form/module 2 form/module 5 form/module 10 form/module 20 form/module
Web-to-case form Yes Yes
Notify owner Yes Yes Yes Yes
TEAM COLLABORATION
Gamescope Yes Yes
Calendar Yes Yes Yes Yes Yes
Calendar sync through CalDAV Yes Yes Yes Yes
Calendar Booking Yes Yes Yes Yes
Status updates Yes Yes Yes Yes Yes
Direct messages Yes Yes Yes Yes Yes
Attach files to feeds Yes Yes Yes Yes Yes
Follow-up rules Yes Yes Yes Yes Yes
Groups for team collaboration Yes Yes Yes Yes
Tagging 5 tags/record

20 tags/module

10 tags/record

60 tags/module

10 tags/record

100 tags/module

INVENTORY MANAGEMENT
Products Yes Yes
Price books Yes Yes
Sales quotes Yes Yes
Sales orders Yes Yes
Invoices Yes Yes
Vendors Yes Yes
Purchase orders Yes Yes
CUSTOMER SUPPORT
Cases Yes Yes
Solutions Yes Yes
Web-to-case form 10 forms/module 20 forms/module
Business hours Yes Yes Yes Yes Yes
USER PORTAL
Portals Yes
DOCUMENT LIBRARY
Folder sharing Yes Yes Yes Yes Yes
Attach documents Yes Yes Yes Yes Yes
File versioning Yes Yes Yes Yes Yes
Reviews Yes Yes Yes Yes Yes
FILE STORAGE
Free storage/org 1 GB 1 GB 1 GB 1 GB 1 GB
Free storage/user license 512 MB 512 MB 512 MB 1 GB
Additional storage ₹240/month/5GB ₹240/month/5GB ₹240/month/5GB ₹240/month/5GB
DATA ADMINISTRATION
Data storage (all modules) 5,000 10,000 100,000 Unlimited Unlimited
Import data (per batch) 1000 10,000 10,000 20,000 30,000
Export module data Yes Yes Yes Yes Yes
Data backup 1 backups/month 2 backups/month 2 backups/month 2 backups/month
Data backup ₹600/request ₹600/request ₹600/request ₹600/request ₹600/request
De-duplicate data Yes Yes
Import history Past 60 days Past 60 days Past 60 days Past 60 days Past 60 days
SECURITY ADMINISTRATION
Profiles 2 3 5 15 25
Organizational hierarchy (Roles) 2 3 5 10 250
Field-level security Yes Yes
Data sharing rules 15 rules/module
Groups 20 30 50
Record-level sharing Yes
Data Encryption (EAR) Yes
Territory management 150 territories
Audit Logs Yes Yes Yes Yes
Allowed IPs Yes Yes Yes Yes
CATALYST
Mobile Apps Yes
Mobile Device Management Yes
Web Apps Yes
ADD-ONS & INTEGRATIONS **
CRM Marketplace (Extensions for Zoho CRM) Yes Yes Yes
Zoho PhoneBridge for Call Centers Yes Yes Yes Yes
Integration with Zoho Motivator Yes Yes Yes Yes Yes
Integration with Zoho Campaigns Yes Yes Yes Yes Yes
Integration with Zoho Analytics Yes Yes Yes Yes Yes
Integration with Zoho Projects Yes Yes Yes Yes Yes
Integration with Zoho SalesIQ Yes Yes Yes Yes Yes
Integration with Zoho Desk Yes Yes Yes Yes Yes
Integration with Zoho Cliq Yes Yes Yes Yes
Integration with Zoho Survey Yes Yes Yes Yes Yes
Integration with Zoho Social Yes Yes Yes Yes
Integration with Zoho Forms Yes Yes Yes Yes
Zoho Mail Add-on Yes Yes
Zoho Writer Add-on Yes Yes
Zoho Finance Suite Integration Yes Yes
Zoho Webinar Integration Yes
Zoho Backstage Integration Yes
Plug-in for Microsoft Outlook Yes Yes
Plug-in for Microsoft Office Yes Yes
Integration with Zoho Creator Yes
Slack Integration Yes Yes Yes Yes
Zoho SalesInbox Yes
INTEGRATION WITH GOOGLE APPS
Zoho CRM contextual gadget for Gmail Yes Yes Yes Yes Yes
Export events to Google Calendar Yes Yes Yes Yes Yes
Export to Google Tasks Yes Yes Yes Yes Yes
Zoho CRM web forms for Google Sites 1/module 1/module 10/module 20/module
Synchronize Google Calendar Yes Yes Yes Yes
Synchronize Google Contact Yes Yes Yes Yes
DEVELOPER TOOLS
Mobile SDK Yes
Widgets Yes
Connections Yes
API 5000 credits/day/org. 100000 credits/day/org.*** 100000 credits/day/org.*** 200000 credits/day/org.*** 500000 credits/day/org.***
SUPPORT
Basic Yes Yes Yes Yes Yes
Classic Yes Yes Yes Yes
Premium Paid Paid Paid Paid
Enterprise Paid Paid Paid Paid

The more your business grows, the more you need to know. Measure the performance of every sales activity, and break up quotas into achievable targets with Zoho CRM’s reports, analytics, and forecasts. You can get real-time reporting gives you insight into a variety of metrics such as sales trends, marketing campaigns, activity reports, and team performance. you can also create dashboards, analyze trends, stay on top of your key performance indicators, and know where you stand on your targets.



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