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Pricing     

Monthly pricing (Billed annually)Free for 10 users$1210 /user /month$2016 /user /month$3528 /user /month$5040 /user /month

Monthly pricing (Billed monthly)Free for 10 users$1512 /user /month$2520 /user /month$4035 /user /month$6050 /user /month

Sales force automation     

LeadsYesYesYesYesYes

ContactsYesYesYesYesYes

AccountsYesYesYesYesYes

OpportunitiesYesYesYesYesYes

Tasks, events, call log, and notesYesYesYesYesYes

Calander Sync through CalDAV-YesYesYesYes

CRM viewsYesYesYesYesYes

Sales forecasting-YesYesYesYes

BCC dropbox for email--YesYesYes

Email Insights--YesYesYes

Macros--YesYesYes

Multiple currencies---YesYes

Contextual custom related lists---YesYes

SalesSignals--YesYesYes

Gamescope--YesYesYes

Advanced filtersYesyesyesYesYes

Feeds - Team collaboration     

Status updatesYesYesYesYesYes

Direct messagesYesYesYesYesYes

Attach files to feedsYesYesYesYesYes

Follow-up rulesYesYesYesYesYes

Groups for team collaboration-YesYesYesYes

Social     

Integration with TwitterYesYesYesYesYes

Integration with FacebookYesYesYesYesYes

Integration with Google+YesYesYesYesYes

Social tab--YesYesYes

Capture Leads from Twitter/Facebook--YesYesYes

Social Interaction with leads/contacts--YesYesYes

Marketing automation     

Email templates10100UnlimitedUnlimitedUnlimited

Email opt-outYesYesYesYesYes

Website visitor tracking Powered by Zoho SalesIQ. Activate integration with Zoho SalesIQ to proactively live chat with visitors.YesYesYesYesYes

Mass email-250 emails/day500 emails/day1000 emails/day1000 emails/day

Marketing campaigns-YesYesYesYes

Auto-responders---YesYes

Zoho CRM for Google AdWords--YesYesYes

Customer support     

Cases--YesYesYes

Solutions--YesYesYes

Inventory management     

Products--YesYesYes

Price books--YesYesYes

Sales quotes--YesYesYes

Sales orders--YesYesYes

Invoices--YesYesYes

Vendors--YesYesYes

Purchase orders--YesYesYes

Document library     

Folder sharingYesYesYesYesYes

Attach documentsYesYesYesYesYes

File versioningYesYesYesYesYes

ReviewsYesYesYesYesYes

Analytics     

Standard reportsYesYesYesYesYes

Custom reports-100UnlimitedUnlimitedUnlimited

Schedule reports-YesYesYesYes

Standard dashboards-10UnlimitedUnlimitedUnlimited

Custom dashboards-10UnlimitedUnlimitedUnlimited

Web forms     

Web to lead formYesYesYesYesYes

Web to contact formYesYesYesYesYes

Web to case form--YesYesYes

Notify owner-YesYesYesYes

File storage     

Free storage/org1 GB 1 GB1 GB1 GB1 GB

Free storage/user license-512 MB512 MB1 GB1 GB

Additional storage-$43/month/5 GB$43/month/5 GB$43/month/5 GB$43/month/5 GB

Data administration     

Data storage (all modules)25,000100,000UnlimitedUnlimitedUnlimited

Import data (per batch)100010,00020,00030,00030,000

Export module dataYesYesYesYesYes

API for third-party integrationYesYesYesYesYes

Data backup-2 backups/month2 backups/month2 backups/month2 backups/month

Additional data backup$108/request$108/request$108/request$108/request$108/request

De-duplicate data--YesYesYes

Security administration     

ProfilesYesYesYesYesYes

Organizational hierarchy (Roles)YesYesYesYesYes

Field-level security--YesYesYes

Data sharing rules---YesYes

Groups-YesYesYesYes

Record-Level Sharing---YesYes

Territory management---YesYes

Product customization     

Page customizationYesYesYesYesYes

Rename tabsYesYesYesYesYes

Custom fields-10/module150/module300/module300/module

Custom links--YesYesYes

Web tabs---YesYes

Tab groups---YesYes

Custom modules---YesYes

Custom buttons---YesYes

Page layouts---YesYes

Workflow management     

Workflow rulesYesYesYesYesYes

Workflow alertsYesYesYesYesYes

Workflow tasksYesYesYesYesYes

Assignment rules--YesYesYes

Webhooks --YesYesYes

Approval process---YesYes

Workflow field updates--YesYesYes

Workflow convert-YesYesYesYes

Custom functions using Deluge script---YesYes

Time-based actions---YesYes

Schedules---YesYes

Case escalation rules---YesYes

Zoho CRM Integrations     

Integration with Zoho MotivatorYesYesYesYesYes

Integration with Zoho CampaignsYesYesYesYesYes

Integration with Zoho Reports You need the Standard Plan ($5040/month for 5 users) or above in Zoho Reports.YesYesYesYesYes

Integration with Zoho ProjectsYesYesYesYesYes

Integration with Zoho SalesIQYesYesYesYesYes

Integration with Zoho SupportYesYesYesYesYes

Integration with Zoho Survey You need the Standard Plan ($1915/month) or above in Zoho Survey.YesYesYesYesYes

Integration with Zoho FormsYesYesYesYesYes

Zoho Mail Add-on--YesYesYes

Zoho Writer Add-on--YesYesYes

Zoho Invoice/Books Integration--YesYesYes

Plug-in for Microsoft Outlook--YesYesYes

Plug-in for Microsoft Office--YesYesYes

Integration with Zoho Creator---YesYes

Zoho PhoneBridge for Call Centers-YesYesYesYes

Online Connector for RingCentral-YesYesYesYes

Online Connector for Twilio-YesYesYesYes

Online Connector for Ringio-YesYesYesYes

Online Connector for Promero-YesYesYesYes

Online Connector for Ozonetel-YesYesYesYes

Online Connector for talkdesk-YesYesYesYes

Online Connector for KnowlarityYesYesYesYesYes

On-premise Connector for Avaya-YesYesYesYes

On-premise Connector for Asterisk-YesYesYesYes

On-premise Connector for Elastix-YesYesYesYes

Integration with Google apps     

Zoho CRM contextual gadget for GmailYesYesYesYesYes

Export events to Google CalendarYesYesYesYesYes

Export to Google TasksYesYesYesYesYes

Zoho CRM web forms for Google Sites-YesYesYesYes

Synchronize Google Calendar-YesYesYesYes

Synchronize Google Contact-YesYesYesYes

Zoho Campaigns Create effective email campaigns to reach and interact with your prospects. Learn More----Yes

Zoho SalesIQ Proactively chat with your website visitors and convert them into prospects. Learn More----Yes

Zoho Social  Create, schedule and deliver your social media content when your audience is most likely to engage. Learn More----Yes

Zoho Support Deliver unmatched customer service across multiple channels, languages and time zones. Learn More----Yes

Zoho Projects Plan, track and collaborate on client deliverables using our project management tools. Learn More----Yes

Zoho Reports Gain data-driven insights on your sales performance with smart dashboards and KPIs. Learn More----Yes

Zoho Survey Gather opinions, analyze results and discover better ways to exceed customer expectations. Learn More----Yes

Mobile features on every plan.

  • Access customer emails
  • Locate prospects anywhere across the globe
  • Manage inventory
  • Work offline
  • Log phone calls
  • Add voice notes
  • Check in
  • View customer location in Google Maps
  • Collaborate using feeds
  • Attach files from Zoho Docs