compare zoho crm editions. - media brands 360 · 2018-08-29 · online connector for knowlarity p p...

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www.zoho.com/crm 1 Compare Zoho CRM editions. Trial Standard Paid Pricing (plus tax, as applicable) Monthly pricing (Billed annually) - $12/user/month Monthly pricing (Billed monthly) - $18/user/month Sales Force Automation Leads P P Contacts P P Accounts P P Opportunities P P Tasks, events, call log, and notes P P Calendar sync through CalDAV P P CRM views P P Sales forecasting P P Advanced filters P P Scoring rules P P Feeds - Team Collaboration Status updates P P Direct messages P P Attach files to feeds P P Follow-up rules P P Groups for team collaboration P P Social Integration with Twitter P P Integration with Facebook P P

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Page 1: Compare Zoho CRM editions. - Media Brands 360 · 2018-08-29 · Online Connector for Knowlarity P P On-premise Connector for Avaya P P On-premise Connector for Asterisk P P On-premise

www.zoho.com/crm 1

Compare Zoho CRM editions.

Trial Standard Paid

Pricing (plus tax, as applicable)

Monthly pricing (Billed annually) - $12/user/month

Monthly pricing (Billed monthly) - $18/user/month

Sales Force Automation

Leads P P

Contacts P P

Accounts P P

Opportunities P P

Tasks, events, call log, and notes

P P

Calendar sync through CalDAV

P P

CRM views P P

Sales forecasting P P

Advanced filters P P

Scoring rules P P

Feeds - Team Collaboration

Status updates P P

Direct messages P P

Attach files to feeds P P

Follow-up rules P P

Groups for team collaboration

P P

Social

Integration with Twitter P P

Integration with Facebook P P

Page 2: Compare Zoho CRM editions. - Media Brands 360 · 2018-08-29 · Online Connector for Knowlarity P P On-premise Connector for Avaya P P On-premise Connector for Asterisk P P On-premise

www.zoho.com/crm 2

Trial Standard Paid

Integration with Google+ P P

Marketing Automation

Email insights P P

Email templates 100 100

Email opt-out P P

Website visitor tracking P P

Mass email 20 emails/day 250 emails/day

Marketing campaigns P P

Document Library

Folder sharing P P

Attach documents P P

File versioning P P

Reviews P P

Analytics

Standard reports P P

Custom reports P P

Schedule reports P P

Standard dashboards P P

Custom dashboards P P

Web Forms

Web-to-lead form P P

Web-to-contact form P P

Web-to-case form P P

Notify owner P P

File Storage

Free storage/org 1024 MB 1 GB

Free storage/user license - 512 MB

Additional storage - $4/month/5 GB

Page 3: Compare Zoho CRM editions. - Media Brands 360 · 2018-08-29 · Online Connector for Knowlarity P P On-premise Connector for Avaya P P On-premise Connector for Asterisk P P On-premise

www.zoho.com/crm 3

Trial Standard Paid

Data Administration

Data storage (all modules) 100,000 100,000

Import data (per batch) 10,000 10,000

Export module data P P

API for third-party integration P P

Data backup $10/backup 2 backups/ month

Additional data backup - $10/request

Security Administration

Profiles P P

Organizational hierarchy (Roles) P P

Groups P P

Data sharing rules P P

Product Customization

Layout Editor P P

Rename tabs P P

Custom fields 10/module 10/module

Workflow Management

Workflow rules P P

Workflow alerts P P

Workflow tasks P P

Workflow convert P P

Zoho CRM integrations

Integration with Zoho Motivator P P

Integration with Zoho Campaigns P P

Integration with Zoho Reports P P

Integration with Zoho Projects P P

Integration with Zoho SalesIQ P P

Page 4: Compare Zoho CRM editions. - Media Brands 360 · 2018-08-29 · Online Connector for Knowlarity P P On-premise Connector for Avaya P P On-premise Connector for Asterisk P P On-premise

www.zoho.com/crm 4

Trial Standard Paid

Integration with Zoho Support P P

Integration with Zoho Surveys P P

Integration with Zoho Forms P P

Zoho PhoneBridge for call centers

Online Connector for RingCentral P P

Online Connector for Twilio P P

Online Connector for Ringio P P

Online Connector for Promero P P

Online Connector for Ozonetel P P

Online Connector for talkdesk P P

Online Connector for Knowlarity P P

On-premise Connector for Avaya P P

On-premise Connector for Asterisk P P

On-premise Connector for Elastix P P

Integration with Google apps

Zoho CRM contextual gadget for Gmail

- P

Export events to Google Calendar - P

Export to Google Tasks - P

Zoho CRM web forms for Google Sites

- P

Synchronize Google Calendar - P

Synchronize Google Contact - P

Page 5: Compare Zoho CRM editions. - Media Brands 360 · 2018-08-29 · Online Connector for Knowlarity P P On-premise Connector for Avaya P P On-premise Connector for Asterisk P P On-premise

www.zoho.com/crm 5

Mobile features on every plan.

• Add voice notes

• Check-in

• View customer location in Google Maps

• Collaborate using feeds

• Attach files from Zoho Docs

• Access customer emails

• Locate prospects anywhere across the globe

• Manage inventory

• Work offline

• Log phone calls

Page 6: Compare Zoho CRM editions. - Media Brands 360 · 2018-08-29 · Online Connector for Knowlarity P P On-premise Connector for Avaya P P On-premise Connector for Asterisk P P On-premise

www.zoho.com/crm 6

Last updated on: Aug 09, 2018

The information contained in this document represents the current views of Zoho CRM as of the date of the publication. Zoho CRM cannot guarantee the accuracy of any information presented after the date of the publication. This document is for information only. Zoho CRM makes no warranties expressed or implied in this

document. The names and logos for Zoho are trademarks of Zoho Corp.

© 2018, Zoho Corporation Pvt. Ltd. All rights reserved.

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