Discover the right Zoho CRM plan

Not sure which CRM edition to select or which features suit your business? We've made it easy for you.

Introducing Edition Selector!

Take our Edition Selector quiz and select the CRM features that your business needs. Based on your inputs, we'll recommend the edition that suits you best so you can make the best purchase decision.

Start Quiz

How does the quiz work?

  • 1. We'll assess your needs across various functional areas, like sales force automation, process management, CRM analytics, and more.
  • 2. Within each area, we'll ask you to select specific features you're interested in.
  • 3. After you submit the quiz, you'll see instant results, along with a suggested edition.

Note: Everyone's requirements are unique, and we get that not all features are equally important to you. If you see a feature you're not sure about or one that simply isn't high on your priority list, select "Maybe" and we'll take that into account!

What are you looking for?

Sales force automation:

Enables you to manage leads, accounts, contacts, and deals, in addition to providing workflows to automate all routine tasks. Also includes features like sales forecasts, multi-currency selling, user-dedicated portals, and more.

CRM customization:

Provides no-code tools that enable you to customize modules, fields, layouts, and sales pipelines. Also includes key features like sandbox environments for testing and deploying bug-free customizations.

Marketing automation:

Helps you manage and measure campaigns with automated follow-ups, mass mailing, and Google Ad integration. Additional helpful features are behavioral segmentation and marketing attribution.

Webforms:

Capture high-quality lead information with customizable forms. Advanced features include webform analytics and A/B testing.

Reports and analytics:

Includes customizable sales dashboards, performance analytics, and advanced KPIs, along with business anomaly detection.

Email management:

Starting from IMAP integration, you can prevent emails from landing in spam folders, auto-extract lead information from emails, and much more.

Data security and compliance:

Secure your CRM with data encryption, two-factor authentication, IP restriction, and more. Stay compliant with GDPR or HIPAA standards as needed.

Sales process management:

Ensure everyone in your team follows a standard sales process, set up rules for data approvals and reviews, build personalized customer journeys, and much more.

AI sales assistant:

Zia, Zoho's AI assistant, fetches sales data, generates reports upon voice command, provides upcoming forecasts, detects business anomalies, and more. You can also get competitor alerts and recommendations on the best products to sell your customers.

Developer space access:

Helps you build and deploy your own version of CRM with APIs, mobile SDKs, web SDKs, and other developer tools.

Inventory management:

Generate quotes, invoices, and sales and purchase orders. Manage your products, vendors and define price books to manage fixed and variable product pricing.

Marketplace extensions and integrations:

Easily integrate with platforms like Google, Microsoft, Slack, and Zoho's own suite of products, along with access to over 750 third-party extensions.

Continue quiz
Edit Categories

Are you looking to automate your business sales process?

  • Yes
  • Maybe
  • No

Please scroll through the options in your right pane to select features

please finish selecting features Next Question
FEATURE LIST

* Zoho CRM offers the following sales force automation features across all paid editions:

Manage your sales cycle with leads, accounts, contacts, and deals

Activities to manage daily tasks, calls, and meetings

Calendar bookings to schedule meetings and calls

Feeds for team collaborations and discussions

Social profiles to manage customers' social media interactions

Reminders

Standard scoring rules to qualify your prospects

Automatic field updates

Workflow rules to execute condition-based actions

Automated record stage conversions

Since you've selected 'No', these features are not applicable to you

Please select features that will likely help your organization:

Territory-based sales forecasting

  • Yes
  • Maybe
  • No

Macros to execute multiple routine tasks in one go

  • Yes
  • Maybe
  • No

SalesSignals to keep track of customer interactions across various channels

  • Yes
  • Maybe
  • No

Motivator to gamify your sales process

  • Yes
  • Maybe
  • No

Assignment rules to automatically distribute records among CRM users

  • Yes
  • Maybe
  • No

Portals to grant external users access to relevant information in your CRM

  • Yes
  • Maybe
  • No

Use multiple scoring rules to assess your leads differently across various products or departments

  • Yes
  • Maybe
  • No

Automated record creation and ownership

  • Yes
  • Maybe
  • No

Webhooks to receive event-based notifications from CRM

  • Yes
  • Maybe
  • No

Custom functions and schedules to build and execute low-code automated workflows

  • Yes
  • Maybe
  • No
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Edit Categories

Do you need to analyze business performance with reports, dashboards, and analytics?

  • Yes
  • Maybe
  • No
previous Question
please finish selecting features Next Question
FEATURE LIST

* Zoho CRM offers the following analytics features across all paid editions:

Standard reports

Custom reports and dashboards

Since you've selected 'No', these features are not applicable to you

Please select features that will likely help your organization:

Advanced reporting components like cohort analysis, quadrant analysis, and more

  • Yes
  • Maybe
  • No

Anomaly detector to get notified of deviations in business performance

  • Yes
  • Maybe
  • No
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Edit Categories

Would you like to manage your marketing efforts through CRM?

  • Yes
  • Maybe
  • No
previous Question
please finish selecting features Next Question
FEATURE LIST

* Zoho CRM provides the following marketing automation features across all paid editions:

Campaigns to manage marketing activities

Mass emailing

Since you've selected 'No', these features are not applicable to you

Please select features that will likely help your organization:

Autoresponders to setup automatic replies and follow-ups

  • Yes
  • Maybe
  • No

Scheduled mass emailing

  • Yes
  • Maybe
  • No

Marketing attribution to analyze and measure marketing campaigns

  • Yes
  • Maybe
  • No

Segmentation of customers based on behavior

  • Yes
  • Maybe
  • No
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Edit Categories

Would you like to use AI to enhance your sales operations?

Please have a look at the AI features on your right pane and make a choice
  • Yes
  • Maybe
  • No
previous Question
please finish selecting features Next Question
FEATURE LIST

* Zoho CRM provides the following AI features:

Zia Voice to get info on CRM modules via voice commands

Best time to contact suggestions

Conversion predictions for deals

Trend analysis to stay notified of business trends and anomalies

Data enrichment for data accuracy

Product recommendations and analytics

Workflow and assignment rule suggestions

Zia Competitor to get notified when a competitor is mentioned in mail

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Edit Categories

Are you looking to manage your inventory through CRM?

Please look at the Inventory management features on your right pane and make a choice
  • Yes
  • Maybe
  • No
previous Question
please finish selecting features Next Question
FEATURE LIST

* Zoho CRM provides the following inventory management features:

Create a library of products and manage their sales

Create price books to define fixed and variable rates for your products

Generate quotes and sales orders

Invoice management

Vendor management

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Edit Categories

Do you need to set up complex data security and data-sharing rules?

  • Yes
  • Maybe
  • No
previous Question
please finish selecting features Next Question
FEATURE LIST

* Zoho CRM offers the following security management features across all paid editions:

Profiles to manage data access permissions

Roles for hierarchy-based data access

GDPR compliance settings

HIPAA compliance settings

Allowed IPs to restrict unauthorized IPs

Since you've selected 'No', these features are not applicable to you

Please select features that will likely help your organization:

Reporting hierarchy to manage data access based on organizational structure

  • Yes
  • Maybe
  • No

Territory management to limit access to customer accounts across various divisions/regions

  • Yes
  • Maybe
  • No

Data-sharing rules to extend access to other roles or groups

  • Yes
  • Maybe
  • No

Data encryption

  • Yes
  • Maybe
  • No
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Edit Categories

Do you have a lot of customization requirements?

  • Yes
  • Maybe
  • No
previous Question
please finish selecting features Next Question
FEATURE LIST

* Zoho CRM offers the following customization features across all paid editions:

Custom fields and layouts

Multiple sales pipelines to manage various sales processes

Since you've selected 'No', these features are not applicable to you

Please select features that will likely help your organization:

Custom modules to categorize records per your industry requirements

  • Yes
  • Maybe
  • No

Page layouts and rules to modify record displays for various departments

  • Yes
  • Maybe
  • No

Validation rules to block irrelevant data from entering CRM

  • Yes
  • Maybe
  • No

Wizards to break long data entry forms into logical segments

  • Yes
  • Maybe
  • No

Sandbox environments to test account customizations in isolation from your production environment

  • Yes
  • Maybe
  • No
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Edit Categories

Do you need your CRM to support business process requirements?

  • Yes
  • Maybe
  • No
previous Question
please finish selecting features Next Question
FEATURE LIST

Since you've selected 'No', these features are not applicable to you

Please select features that will likely help your organization:

Blueprints for a clearly defined business process

  • Yes
  • Maybe
  • No

Approval processes to ensure changes are approved by the right people

  • Yes
  • Maybe
  • No

Review processes to ensure data entering CRM is reviewed by the appropriate stakeholders

  • Yes
  • Maybe
  • No

CommandCenter to orchestrate end-to-end customer journeys

  • Yes
  • Maybe
  • No
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Edit Categories

Does your business use webforms to capture lead information?

  • Yes
  • Maybe
  • No
previous Question
please finish selecting features Next Question
FEATURE LIST

* Zoho CRM offers the following features across all paid editions:

Forms for leads/contacts

Since you've selected 'No', these features are not applicable to you

Please select features that will likely help your organization:

A/B testing for webforms

  • Yes
  • Maybe
  • No

Webform analytics

  • Yes
  • Maybe
  • No
edition-banner-image
Edit Categories

Would you like advanced email management features?

  • Yes
  • Maybe
  • No
previous Question
please finish selecting features Next Question
FEATURE LIST

* Zoho CRM offers the following features across all paid editions:

Email insights

Office 365 integration

Since you've selected 'No', these features are not applicable to you

Please select features that will likely help your organization:

Zoho Mail add-on

  • Yes
  • Maybe
  • No

IMAP integration

  • Yes
  • Maybe
  • No

Email scheduling

  • Yes
  • Maybe
  • No

Email parsers to automatically extract lead information from emails

  • Yes
  • Maybe
  • No

Email relay to address spamming of sent emails

  • Yes
  • Maybe
  • No
edition-banner-image
Edit Categories

Are you looking to integrate CRM with Google, Microsoft, and other Zoho tools?

  • Yes
  • Maybe
  • No

Please scroll through the options in your right pane to select features

previous Question
please finish selecting features Next Question
FEATURE LIST

* Zoho CRM offers the following integrations across all paid editions:

CRM Marketplace with access to over 750 third-party extensions

Google Workspace

Google Calendar + contact syncing (for Google users)

Slack

Visitor tracking with Zoho SalesIQ

Zoho Survey

Zoho Desk

Zoho Projects

Zoho PhoneBridge

Zoho Analytics

Zoho Campaigns

Zoho Meeting

Zoho Directory

Since you've selected 'No', these features are not applicable to you

Please select features that will likely help your organization:

Google ads

  • Yes
  • Maybe
  • No

LinkedIn Sales Navigator

  • Yes
  • Maybe
  • No

Zoho Creator integration

  • Yes
  • Maybe
  • No

SalesInbox to organize emails

  • Yes
  • Maybe
  • No

Zoho Writer add-on

  • Yes
  • Maybe
  • No

Zoho Webinar

  • Yes
  • Maybe
  • No

Zoho Backstage

  • Yes
  • Maybe
  • No

Zoho Finance Suite integration

  • Yes
  • Maybe
  • No
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Edit Categories

Are you interested in developing your own add-ons, integrations, or APIs?

  • Yes
  • Maybe
  • No
previous Question
please finish selecting features SUBMIT QUIZ
FEATURE LIST

* Zoho CRM offers the following features across all paid editions:

APIs

Functions to perform custom actions on CRM data

Since you've selected 'No', these features are not applicable to you

Please select features that will likely help your organization:

Client scripts to trigger client-side actions based on UI interactions

  • Yes
  • Maybe
  • No

Widgets to use data from third-party services to perform actions in CRM

  • Yes
  • Maybe
  • No

Set up authenticated connections with third-party applications

  • Yes
  • Maybe
  • No
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Successfully Submitted!X
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Thank you for taking the quiz. Here are your results! Based on your choices, we would recommend
Standard 2900 /user/month billed annually
Professional 2900 /user/month billed annually
Enterprise 2900 /user/month billed annually
In case you decide you're interested in the features you marked as Maybe

Want to know how this edition can help your business?

With the right edition, our customers saw:

  • 300% Improvement in lead conversion rates
  • 41% increase in revenue per salesperson
  • 27% improvement in customer retention
  • 24% shorter sales cycles

Learn how this edition can help you grow.

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Your choices in detail
Yes Maybe Default
  • Categories
  • Standard
  • Professional
  • Enterprise
  • Ultimate

Note: Features that are common across editions will differ in terms of functions and limits.

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