CRM Plus
Unify sales, service, and marketing on one platform
- Eight apps, all features included
- Users have access to all apps
- Fully integrated
CRM Flex
View apps, editions, and prices
Build a custom sales, service, and marketing bundle
- Select the apps you need
- Select editions and users for each app
- Fully integrated
Experience the power of an integrated
Sales, Marketing, and Service CRM
- Sales
- Customer service
- Email marketing
- Business intelligence and analytics
- Social media marketing
- Project management
- Customer survey management
- Website visitor tracking
save up to 34%
Automate and optimize your sales cycle
Sales force automation
- Basic modules
- Tasks, calls, events
- Advanced filters
- Multiple pipelines
- Scoring rules
- Sales forecasting
- Email insights
- Multiple currencies
Automation and process management
- Workflow rules
- Email notifications
Product customization
- Homepage customization
- Rename tabs
- Custom list views
- Custom fields
- Canvas
- Tab groups
Reports and analytics
- Predefined reports
- Predefined dashboards
- Custom reports and dashboards
- Basic dashboard components
- Analytics mobile app
Marketing automation
- Email templates
- Email authentication
- Mass email
- Social profile integration
Security
- Profiles
- Role-based hierarchy
- Multiple organizations
- GDPR compliance
- CRM audit logs
- IP address restriction
Improve customer acquisition and accelerate growth
Sales force automation
- Basic modules
- Tasks, calls, events
- Advanced filters
- Multiple pipelines
- Scoring rules
- Sales forecasting
- Email insights
- Multiple currencies
- Macros
- SalesSignals
- Assignment rules
Automation and process management
- Workflow rules
- Email notifications
- Blueprint
- Webhooks
Product customization
- Homepage customization
- Rename tabs
- Custom list views
- Custom fields
- Canvas
- Tab groups
- Validation rules
Reports and analytics
- Predefined reports
- Predefined dashboards
- Custom reports and dashboards
- Basic dashboard components
- Analytics mobile app
- Custom reports and dashboards
Marketing automation
- Email templates
- Email authentication
- Mass email
- Social profile integration
- Email relay
- CRM for Google Ads
Security
- Profiles
- Role-based hierarchy
- Multiple organizations
- GDPR compliance
- CRM audit logs
- IP address restriction
- Field-level security
Manage global CX operations with the complete CRM
Sales force automation
- Basic modules
- Tasks, calls, events
- Advanced filters
- Multiple pipelines
- Scoring rules
- Sales forecasting
- Email insights
- Multiple currencies
- Macros
- SalesSignals
- Assignment rules
- Multiple scoring rules
- Custom SalesSignals
- Email parsers
- Data entry wizards
- Portals
Automation and process management
- Workflow rules
- Email notifications
- Blueprint
- Webhooks
- Record approval process
- Data review process
- Custom functions
- CommandCenter
Product customization
- Homepage customization
- Rename tabs
- Custom list views
- Custom fields
- Canvas
- Tab groups
- Validation rules
- Custom modules
- Custom buttons
- Page layouts
- Translations
- Developer sandbox
Reports and analytics
- Predefined reports
- Predefined dashboards
- Custom reports and dashboards
- Basic dashboard components
- Analytics mobile app
- Custom reports and dashboards
- Advanced dashboard components
- Anomaly detectors
- Webform analytics
Marketing automation
- Email templates
- Email authentication
- Mass email
- Social profile integration
- Email relay
- CRM for Google Ads
- Attribution
- Segmentation
- Auto-responders
Security
- Profiles
- Role-based hierarchy
- Multiple organizations
- GDPR compliance
- CRM audit logs
- IP address restriction
- Field-level security
- Reporting hierarchy
- Record-level sharing
- Territory management
- Data encryption
Scale exponentially with dedicated BI capabilities
Sales force automation
- Basic modules
- Tasks, calls, events
- Advanced filters
- Multiple pipelines
- Scoring rules
- Sales forecasting
- Email insights
- Multiple currencies
- Macros
- SalesSignals
- Assignment rules
- Multiple scoring rules
- Custom SalesSignals
- Email parsers
- Data entry wizards
- Portals
Automation and process management
- Workflow rules
- Email notifications
- Blueprint
- Webhooks
- Record approval process
- Data review process
- Custom functions
- CommandCenter
Product customization
- Homepage customization
- Rename tabs
- Custom list views
- Custom fields
- Canvas
- Tab groups
- Validation rules
- Custom modules
- Custom buttons
- Page layouts
- Translations
- Developer sandbox
Reports and analytics
- Predefined reports
- Predefined dashboards
- Custom reports and dashboards
- Basic dashboard components
- Analytics mobile app
- Custom reports and dashboards
- Advanced dashboard components
- Anomaly detectors
- Webform analytics
- Zoho Analytics
Marketing automation
- Email templates
- Email authentication
- Mass email
- Social profile integration
- Email relay
- CRM for Google Ads
- Attribution
- Segmentation
- Auto-responders
Security
- Profiles
- Role-based hierarchy
- Multiple organizations
- GDPR compliance
- CRM audit logs
- IP address restriction
- Field-level security
- Reporting hierarchy
- Record-level sharing
- Territory management
- Data encryption
Explore the top features
save
up to 34%
Sales force automation
- Basic modulesManage your complete sales cycle by collecting and centralizing data across relevant stages with these standard Leads, Contacts, Deals, and Accounts modules.
- Tasks, calls, eventsEasily schedule and manage your follow-ups, calls, meetings and other day-to-day sales activities.
- Advanced filtersCut through the clutter and pinpoint the records you need with these advanced search filters.
- Multiple pipelinesEffectively manage multiple sales processes by using distinct sales pipelines to track your opportunities.
- Scoring rulesScore your leads based on their interactions with your business to help your sales team prioritize leads more likely to convert
- Sales forecastingSet your team on the path to long-term success with achievable goals and keep track of how your business performance compares to revenue goals.
- Email insightsTrack performance metrics for all customer-related emails like open rates, time of opening, click rates, and more.
- Multiple currenciesReduce the complexity of working with international vendors and customers with built-in multi-currency support and conversions.
- MacrosPre-define and automate actions like follow-ups, scheduling sales activities, and updating records, all with the click of a button.
- SalesSignalsInteract with customers in real-time with activity notifications across the customer journey.
- Assignment rulesAutomatically send incoming leads and opportunities directly to the appropriate sales reps.
- Multiple scoring rulesUse scoring rules to help your customer facing teams prioritize records that are relevant to their departments.
- Custom SalesSignalsBuild customized signals to capture every aspect of the customer journey and notify the relevant teams in real time.
- Email parsersCapture lead information from emails and add it to your CRM so your teams can focus on following a up rather than manually updating customer records.
- Data entry wizardsMake updating customer information easier, reduce errors, and improve data quality with sequential forms.
- PortalsMake collaboration with customers, partners, and vendors easier—use portals to grant access to relevant information in your CRM.
Automation and process management
- Workflow rulesHelp your sales team focus on sales by automating their day-to-day activities with workflows.
- Email notificationsStay on top of your emails with real-time notifications on opens, clicks, and replies.
- BlueprintEffectively scale your sales process by building a step-by-step blueprint to guide your sales reps at every stage.
- WebhooksUse webhooks to easily loop third-party apps into your sales operations to enhance overall customer experience.
- Record approval processGet important records approved by the right people to ensure accountability.
- Data review processKeep your data clean by reviewing and verifying information coming into your CRM
- Custom functionsBuild low-code workflows that automate your enterprise operations across all different apps in your tech stack.
- CommandCenterBuild, manage, and improve end-to-end customer journeys while delivering personalized experiences.
Product customization
- Homepage customizationGet easy access to all the important day-to-day activities and metrics right from your homepage.
- Rename tabsRename default product modules to match your company's organization structure and style.
- Custom list viewsQuickly access a set of leads, customers deals, and more by creating lists with pre-defined criteria.
- Custom fieldsCollect and associate any type of data your business needs inside Zoho CRM
- CanvasBuild personalized CRM experiences for your employees based on the needs of the team and your industry.
- Tab groupsFocus on important information by creating groups of relevant modules for quick access.
- Validation rulesKeep your CRM data clean by curbing bad data with automatic validation.
- Custom modulesCreate and customize modules to accurately capture relevant data categories for your business.
- Custom buttonsPerform a wide range of pre-defined actions with a single click.
- Page layoutsStreamline data capture for different processes under different layouts in the same module.
- TranslationsTranslate your custom modules, fields, buttons, and more to empower your global teams to work with Zoho CRM in their preferred language.
- Developer sandboxGive your developers the freedom to test every customization in a secure sandbox before applying them to your production account.
Reports and analytics
- Predefined reportsMonitor the health of your business with multiple system-defined reports.
- Predefined dashboardsVisually track key metrics across specific departments or your business as a whole with dedicated dashboards.
- Custom reports and dashboards (Limited)Drill down deeper with customized reports and dashboards to better understand how your business is performing.
- Basic dashboard componentsChoose from an array of built-in tools to visualize your business data.
- Analytics mobile appTrack key business metrics, even when you're on the move.
- Custom reports and dashboards (Unlimited)Drill down deeper with customized reports and dashboards to better understand how your business is performing.
- Advanced dashboard componentsTurn data into insights with advanced visualization tools.
- Anomaly detectorsGet real-time notifications on any deviation in your business performance.
- Webform analyticsTrack and improve how your webforms perform across different pages and iterations.
- Zoho AnalyticsLeverage the powerful business intelligence capabilities of Zoho Analytics for free.
Marketing automation
- Email templatesSelect and edit email templates from a large library including everything from sales follow-ups to marketing newsletters.
- Email authenticationImprove the trustworthiness and deliverability of your emails from inside Zoho CRM.
- Mass emailEmail all contacts or selected recipients with a single click.
- Social profile integrationSeamlessly integrate your social media accounts and manage activities directly from Zoho CRM.
- Email relaySend emails through specific servers for selected customers.
- CRM for Google AdsMeasure and improve the performance of your Google Ads with the CRM for Google Ads integration.
- AttributionMeasure the impact of your marketing campaigns with Marketing Attribution.
- SegmentationCategorize customers into focus groups to give them personalized content, offers, and more.
- Auto-respondersSet up automatic replies and follow-ups to enhance customer communication.
Security
- ProfilesManage what your CRM users can do inside the product with fine-grained controls.
- Role-based hierarchyManage what your users can see and access inside your CRM based on the roles you define.
- Multiple organizationsAssociate and access multiple CRM accounts with a single login.
- GDPR complianceUse built-in functionalities to help your process align with the GDPR regulatory requirements.
- CRM audit logsGet detailed logs for all actions performed inside your CRM.
- IP address restrictionLet your team access your CRM account from specific, approved IPs for added security.
- Field-level securityLeverage granular controls to manage access to specific fields that may contain personal or highly sensitive information.
- Reporting hierarchyManage what users can see and access inside your CRM based on your organization's hierarchy.
- Record-level sharingImprove collaboration between sales reps or departments by allowing your team to share records with one another.
- Territory managementAssign relevant leads, customers, and accounts to your sales reps based on factors like product line, geography, verticals, and more.
- Data encryptionKeep your customer data secure with powerful encryption when it's stored on Zoho CRM's servers.
Local taxes (VAT, GST, etc.) will be charged in addition to the prices mentioned.
For solopreneurs and micro-businesses ready to move beyond spreadsheets or simply replace legacy sales tools.
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For businesses looking for an all-in-one CX solution to address sales, marketing, and customer service challenges.
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Delivering value on three fronts
The Zoho CRM advantage
Price
transparency
Get the full product for the price you pay. No hidden costs in the long run.
Faster
deployments
Minimize operational disruptions as Zoho CRM can be implemented 50% faster than competitors.
Higher
adoption
The intuitive UX enables your team to leverage Zoho CRM better and deliver a great CX from the get-go.
Leading the charge on customer privacy
Zoho has been at the forefront in championing our customers' privacy rights in the realm of SaaS. We've taken numerous steps to put customer privacy at the heart of everything we do—something that sets us completely apart from the competition.
Complete ownership of the tech stack
Minimal reliance on third parties when it comes to delivering our services to you.
No adjunct surveillance
Our websites have zero third-party trackers to prevent companies from tracking your behavior on our websites.
Zero ad-providers on our network
A business relationship is between a service provider and a customer, and Zoho provides no space for ad-providers to profit from these business relationships.
No double-dipping
You pay for the service you want—no more, no less. Zoho doesn't have back-door deals with data brokers to sell your data.
Our business has grown over the last few years. Zoho has increased our internal productive information sharing and capacity as much as 15 to 25%. Zoho continues to modify, adapt, grow, and add things to the platform that our business sees value in. It’s absolutely been a perfect marriage in terms of the ability to adopt new ideas and new concepts to create an ecosystem of apps that talk to each other and operate within our business.
Paul GrimesChief Operating Officer, Lubrication Engineers
The migration went faster than we expected. The user-friendliness is better than Salesforce. We achieved about 99% of the customizations that we wanted at a much lower cost than Salesforce. In terms of an intuitive user interface, the Blueprint feature is especially great. That really simplifies the data capture for all our front line teams, which was a bit of an issue with Salesforce.
Deepak RamkrishnaHead of Marketing & Communications, Marathon Realty
We selected Zoho primarily based on the sheer breadth of its products and cost-efficiency. Our main focus was to find a provider with a suite of advanced product offerings. Whenever we need to administer a change in Zoho CRM, the technology is so well-developed that it becomes an easy task.
Ryan KingSenior Director of Global Strategy, Shiji
Zoho CRM is essentially the brain of our company. It holds all of our memory. My executives can generate workflow loads and custom functions themselves. It's incredibly useful for us; we can accomplish new initiatives quickly. Zoho’s competitive pricing also significantly contributes to the company’s EBITDA and thus to its success.
Aurian De MaupeouCo-Founder, Selectra
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Frequently Asked Questions
Yes, we would be happy to demonstrate Zoho CRM through a web-conference at your convenience. The demo is a one hour session. To schedule your personal session, please contact sales@zohocorp.com.
We’re fervent about keeping your data safe and secure. Our facilities feature stringent 24/7/365 security with video monitoring, biometric access, and advanced fire, flood, and theft monitoring systems. Our network security system employs the latest encryption and intrusion detection and prevention technologies. Learn more about Zoho's data protection measures.
We accept payment via Visa, MasterCard, American Express and PayPal. We also accept payment via bank transfer or check transfer for yearly subscriptions. For more details, please contact sales@zohocorp.com.
Yes, we support 28 languages: Arabic, English (US), English (UK), Bulgarian, Bahasa Indonesian, Chinese (Simplified), Chinese (Traditional), Croatia (Hrvatski), Czech, Dutch (Nederland), Danish, French, German (Deutsch), Hungarian (Magyar), Hindi, Italiano (Italy), Japanese, Polish (Polish), Portuguese (Brazil), Portuguese (Portugal), Russian, Spanish (Espanol), Swedish(Svenska), Thai, Turkish, Vietnamese, Korean, Hebrew.
You are not bound by any contracts or commitments. Zoho CRM is a pay-as-you-go service (monthly or yearly), so you can make changes to your plan whenever you need to.
Of course you can! Log in to Zoho CRM, click the Upgrade link on the Home page, and follow the steps on the Subscription page to switch to a new plan.
For customers of our paid editions, you automatically have access to our Classic support. You also have the option to opt-in for one of our paid support plans that promises faster responses, round the clock support, dedicated on-boarding and more.Explore support plans
Yes, we do have end-to-end services that cover everything from requirement gathering to setup and onboarding. We have dedicated programs for SMEs and Enterprises, so that the different requirements and needs are addressed effectively.
Yes, Zoho CRM does have free edition that supports upto 3 users and comes with the essentials like leads, documents, and mobile apps, it’s a perfect fit for your home business. Get started here
You can connect with us instantly through live chat (24x5) or by writing to us at sales@zohocorp.com.