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 STANDARD PROFESSIONAL ENTERPRISE ULTIMATE
Pricing (plus tax, as applicable)
Per Month (Billed Annually)
In RUPEES Free for 3 users ₹800/user/month ₹1,400/user/month ₹2,400/user/month ₹2,600/user/month
In DOLLARS Free for 3 users $14/user/month $23/user/month $40 user/month $52 user/month
In GBP Free for 3 users £12/user/month £19/user/month £35/user/month £45/user/month
In EUROS Free for 3 users €14/user/month €23/user/month €40/user/month €52/user/month
Billed Monthly
In RUPEES Free for 3 users ₹1,300/user ₹2,100/user ₹3,000/user ₹3,200/user
In DOLLARS Free for 3 users $20/user $35/user $50/user $65/user
In GBP Free for 3 users £24/user £30/user £45/user £57/user
In EUROS Free for 3 users €20/user €35/user €50/user €65/user
SALES FORCE AUTOMATION
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 Yes Yes
Email insights Yes Yes Yes Yes
Macros Yes Yes Yes
Multiple currencies Yes Yes Yes Yes
Contextual custom related lists Yes Yes
SalesSignals Yes Yes Yes
Custom signals Yes Yes
Advanced filters Yes Yes Yes Yes Yes
Scoring rules 10 fields/module 20 fields/module 30 fields/module 50 fields/module
Assignment rules Yes Yes Yes
Reminders Yes Yes Yes Yes
Email parser Yes Yes
Email Association with Deals Yes Yes Yes
Wizards Yes Yes
Multiple Pipelines Yes Yes Yes Yes
Multiple Scoring Rules 25 rules/module 40 rules/module
PRODUCT CUSTOMIZATION
Page customization Yes Yes Yes Yes Yes
Rename tabs Yes Yes Yes Yes Yes
Custom fields 10 fields/module 155 fields/module 300 fields/module 500 fields/module
Picklist history tracking Yes Yes
Custom links Yes Yes Yes
Web tabs Yes Yes
Custom modules 100 modules 500 modules
(2 modules/user license) (5 modules/user license)
Custom buttons Yes Yes
Sandbox Configuration type – 3, Configuration and Data type – 2 Configuration type – 7, Configuration and Data type – 3
Page layouts Yes Yes
Canvas view 3 views/user/module 5 views/user/module
Canvas Detailed View 1 view/org 3 views/org 5 views/module 25 views/module
Layout Rules Yes Yes
Validation Rules 5 rules/layout 10 rules/layout 25 rules/layout
Subforms Yes Yes
Translations Yes Yes
Custom list views 5/module 50/module Unlimited Unlimited Unlimited
Tab groups Yes Yes Yes Yes
AUTOMATION & PROCESS MANAGEMENT
Workflow Rules Yes Yes Yes Yes Yes
Approval Process Yes Yes
Schedules Yes Yes
Active Blueprints 3 50 100
Webhooks per day 1/action 50,000 calls/day or 100 calls/user license/day Limit applicable for the org. (whichever is lower) 1/action 500,000 calls/day or 500 calls/user license/day Limit applicable for the org. (whichever is lower) 1/action 1,000,000 calls/day or 1000 calls/user/day Limit applicable for the org. (whichever is lower)
Email Notifications per day 50 emails/user license, 150 emails/day (whichever is lower) 100 emails/user license, 5,000 emails/day (whichever is lower) 200 emails/user license, 10,000 emails/day (whichever is lower) 500 emails/user license, 25,000 emails/day (whichever is lower) 1,000 emails/user license, 50,000 emails/day (whichever is lower)
Review Process Yes Yes
CommandCenter Yes Yes
PREDICTION AND ARTIFICIAL INTELLIGENCE (ZIA)
Data Enrichment Yes Yes
Conversational AI Yes Yes
Zia Reminder Yes Yes
Best time to contact Yes Yes
Macro suggestion Yes Yes
Zia Intelligence for Automation Yes Yes
Prediction Builder 2 Prediction models/Org 20 Prediction models/Org
Assignment suggestion by Zia Yes Yes
Workflow suggestions by Zia Yes Yes
AI for emails Yes Yes
Recommendation engine 1 recommendation model/Org 10 recommendation models/Org
Image Validation 1 rule/Org 20 rules/Org
Recommendations Notifications 5 Notifications/Configuration 5 Notifications/Configuration
REPORTS
Standard reports Yes Yes Yes Yes Yes
Custom reports 100 Unlimited Unlimited Unlimited
Schedule reports Yes Yes Yes Yes
ANALYTICS AND MEASUREMENT
Charts Yes Yes Yes Yes
KPI Yes Yes Yes Yes
Funnels Yes Yes
Target Meter Yes Yes
Comparator Yes Yes
Cohorts Yes Yes
Quadrants Yes Yes
Zone Yes Yes
Anomaly Detectors (Powered by Zia) 10 trends Additional 1/user (Maximum 50) 20 trends Additional 2/user (Maximum 100)
Standard dashboards Yes Yes Yes Yes
Custom dashboards 10 Dashboards Unlimited Unlimited Unlimited
Webform Analytics Yes Yes
Webform A/B Testing Yes Yes
Zoho CRM Analytics Mobile App Yes Yes Yes Yes
Analytics – Enhancements in Anomaly Component with notifications in Zia Yes Yes
Workflow reports Yes Yes
SOCIAL
Enrich data with Twitter profile Yes Yes Yes Yes
Enrich data with Facebook profile Yes Yes Yes Yes
Social tab Yes Yes Yes Yes
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 10 100 Unlimited Unlimited Unlimited
Email opt-out Yes Yes Yes Yes Yes
Mass email Yes Yes Yes Yes
Email relay Yes Yes Yes
Email Authentication Yes Yes Yes Yes Yes
Marketing campaigns Yes Yes Yes Yes
Marketing Attribution Yes Yes
Customer segmentation Yes Yes
Auto-responders Yes Yes
Zoho CRM for Google Ads Yes Yes Yes
WEB FORMS
Web-to-lead form 1 form/module 5 forms/module 10 forms/module 20 forms/module 100 forms/module
Web-to-contact form 1 form/module 5 forms/module 10 forms/module 20 forms/module 100 forms/module
Web-to-case form Yes Yes Yes
Notify owner Yes Yes Yes Yes
TEAM COLLABORATION
Motivator Yes 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 Yes Yes Yes Yes
INVENTORY MANAGEMENT
Products Yes Yes Yes
Price books Yes Yes Yes
Sales quotes Yes Yes Yes
Sales orders Yes Yes Yes
Invoices Yes Yes Yes
Vendors Yes Yes Yes
Purchase orders Yes Yes Yes
CUSTOMER SUPPORT
Cases Yes Yes Yes
Solutions Yes Yes Yes
Web-to-case form 10 forms/module 20 forms/module 100 forms/module
Business hours Yes Yes Yes Yes Yes
Case escalation rules Yes Yes
USER PORTAL
Portals Yes 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 5 GB
Free storage/user license 512 MB 512 MB 1 GB 1 GB
Additional file storage ₹240/month/5GB ₹240/month/5GB ₹240/month/5GB ₹240/month/5GB
DATA ADMINISTRATION
1-200 USERS
Data storage 5,000 records (10 MB) 100,000 records (200 MB) 10 GB (5M records approx) 10 GB (5M records approx) 10 GB (5M records approx)
Additional Storage per user license 20 MB 50 MB 100 MB
Additional data storage ₹240/100 MB ₹240/100 MB ₹240/100 MB
ABOVE 200 USERS
Data storage 5,000 records (10 MB) 100,000 records (200 MB) 10 GB (5M records approx) 15 GB (7.5M records approx) 30 GB (15M records approx)
Additional Storage per user license 20 MB 50 MB 100 MB
Additional data storage ₹120/100 MB ₹120/100 MB ₹120/100 MB
Import data (per batch) 1000 records 10,000 records 20,000 records 30,000 records 50,000 records
Export module data Yes Yes Yes Yes Yes
Free Data backup 2 backups/month 2 backups/month 2 backups/month 4 backups/month
Additional Data backup ₹690/request ₹690/request ₹690/request ₹690/request ₹690/request
De-duplicate data Yes Yes Yes
Import history Yes Yes Yes Yes Yes
SECURITY ADMINISTRATION
Profiles Yes Yes Yes Yes Yes
Organizational hierarchy (Roles) Yes Yes Yes Yes Yes
Reporting Hierarchy Yes Yes
Field-level security Yes Yes Yes
Data sharing rules 15 rules/module 100 rules/module
Groups 20 30 50 250
Record-level sharing Yes Yes
Data Encryption (EAR) Yes Yes
Territory management 150 territories 250 territories
Audit Logs Yes Yes Yes Yes
Allowed IPs Yes Yes Yes Yes
GDPR Compliance Yes Yes Yes Yes Yes
Multiple Organization Support Yes Yes Yes Yes Yes
DEVELOPER TOOLS
Client Scripts Yes Yes
Mobile SDK Yes Yes
Web Apps SDK Yes Yes
Widgets Yes Yes
Connections Yes Yes
API 5,000 credits/day/org. 100,000 credits/day/org. 500,000 credits/day/org. 1,000,000 credits/day/org (1000/user license). Unlimited credits/day/org (2000/user license).
Functions 200,000 credits/day/org (500/user license). Unlimited credits/day/org (1000/user license).
ADD-ONS & INTEGRATIONS
Online Meetings Zoom, GoToMeeting, Zoho Meeting and12 others
Telephony and PBX Ring.io, Amazon Connect, Zoho PhoneBridge and106 others
Team Collaboration Slack, Teams, Zoho Cliq and9 others
Office Productivity Zapier, Trello and26 others
Storage Google Drive, Dropbox, Zoho Workdrive and4 others
Analytics Zoho Analytics, Google Analytics, dotConnect and10 others
Email Marketing Mailchimp, Zoho Campaigns and4 others
Customer Service Zendesk, Zoho Desk and15 others
Finance PayPal, Quickbooks, Pay U and18 others
Business Operations Amazon Seller Central and15 others
Website visitor tracking Yes Yes Yes Yes Yes
Maps and route planning Yes Yes Yes Yes
INTEGRATION WITH MICROSOFT
Plug-in for Microsoft Outlook Yes Yes Yes
Integration with Microsoft 365 Yes Yes Yes Yes
INTEGRATION WITH GOOGLE WORKSPACE
Zoho CRM contextual gadget for Gmail Yes Yes Yes Yes
Export events to Google Calendar Yes Yes Yes Yes
Export to Google Tasks Yes Yes Yes Yes
Zoho CRM web forms for Google Sites 1/module 10/module 20/module 100/module
Synchronize Google Calendar Yes Yes Yes Yes
Synchronize Google Contact Yes Yes Yes Yes
SUPPORT
Basic Yes Yes Yes Yes Yes
Classic Yes Yes Yes Yes
Premium Paid Paid Paid Paid
Enterprise Paid Paid Paid Paid

 

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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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