Zoho CRM is one-third the cost of our competitors and yet has most of the feature-set that they claim

to have. Besides the additional inventory management functionality that includes quotes, orders,

invoices, vendors and products, we also offer integration with the Zoho Office Suite (Mail, Chat,

Meeting, Sheet, Writer, etc.) and Google Apps.

For most of the small businesses, our competition is too expensive and costly to manage and

implement.

Zoho's advantage is based on ease-of-use as well as on our business model. Zoho's "pay-as-you-go"

model clearly gives customers the flexibility of shorter or longer-term commitments minimizing any

risk of vendor lock-in.

Rich feature-set with an intuitive web-based user interface

Affordable CRM solution at a fraction of the cost of alternatives

Available as on-demand service accessible from anywhere

Fully customizable user interface to match any organization’s CRM process

Export your data any time

Increase business productivity by automating key aspects of the customer life-cycle

Continuous product updates with - service disruptions and extra costs

Dedicated customer support during implementation & deployment

Table Contents for below comparison –

ZCRM Pro. Edi. – Zoho CRM Professional Edition

ZCRM Ent. Edi. – Zoho CRM Enterprise Edition

MS Dynamics CRM – Microsoft Dynamics CRM

Sage CRM Pro. Edi. – Sage CRM Cloud Professional Edition

$ – Extra charges

Zoho CRM in comparison with Sage CRM & Microsoft

Dynamics CRM

Features

Zoho

CRM

Pro. Edi.

Zoho

CRM

Ent. Edi.

Sage CRM

Pro. Edi.

MS

Dynamics

CRM

Pricing & Other Details

Subscription Period Monthly Monthly Monthly Yearly

CRM Service Fee (per user per month) $20 $35 $40 $65

Minimum No. of Users 1 1 1 5

Data Storage (leads, contacts, etc.) Unlimited Unlimited 5GB 5GB

File Storage (DOC, PDF etc.) 512 MB

per user

1 GB per

user

Part of a data

storage

Part of a data

storage

Web browser All

Browsers

All

Browsers All Browsers Limited

HTTPS Support ✓ ✓ ✓ ✓

Premier Technical Support ✓ ✓ ✓ ✓

Sales Automation

Leads ✓ ✓ ✓ ✓

Accounts ✓ ✓ ✓ ✓

Contacts ✓ ✓ ✓ ✓

Opportunities ✓ ✓ ✓ ✓

Competitor Tracking ✓ ✓ - -

Pulse - Sales Tracking ✓ ✓ - -

Macros ✓ ✓ - -

Sales Forecasts ✓ ✓ ✓ ✓

Sales Quotas ✓ ✓ ✓ ✓

Team Selling ✓ ✓ ✓ ✓

Product Catalogue ✓ ✓ ✓ ✓

Tasks, Log a Call and Calendar ✓ ✓ ✓ ✓

BCC drop box for email ✓ ✓ ✓ -

Social

User-level Integration with Twitter ✓ ✓ ✓ ✓

User-level Integration with Facebook ✓ ✓ ✓ ✓

Social Tab (Facebook Pages / Twitter) - ✓ - -

Monitor Social Mentions - ✓ - -

Social Interactions with Customers - ✓ - -

Marketing Automation

Web to Lead Capture ✓ ✓ ✓ ✓

Campaigns ✓ ✓ ✓ ✓

Email Templates (HTML/Plain-text) ✓ ✓ ✓ ✓

Mass Email ✓ ✓ ✓ ✓

Auto Responders - ✓ - -

Document Management

Documents Storage ✓ ✓ ✓ ✓

Notes & File Attachments ✓ ✓ ✓ ✓

Folder Search ✓ ✓ - ✓

Customer Support

Cases ✓ ✓ ✓ ✓

Case Assignment Rules ✓ ✓ ✓ ✓

Case Escalation Rules - ✓ - ✓

Solutions (Knowledge Base) ✓ ✓ ✓ ✓

Online Case Capture ✓ ✓ ✓ ✓

Self-Service Portal - - ✓ ✓

Inventory Management

Sales Quotes ✓ ✓ ✓ ✓

Sales Orders ✓ ✓ ✓ ✓

Products ✓ ✓ ✓ ✓

Price Books ✓ ✓ - ✓

Invoices ✓ ✓ - ✓

Vendors ✓ ✓ - -

Purchase Orders ✓ ✓ - -

Integrated Procurement & Fulfilment ✓ ✓ - -

CRM Analytics

Standard Reports ✓ ✓ ✓ ✓

Custom Reports ✓ ✓ ✓ ✓

Export Report ✓ ✓ ✓ ✓

Standard Dashboards ✓ ✓ ✓ ✓

Customizable Dashboards ✓ ✓ ✓ ✓

Report Scheduler ✓ ✓ ✓ ✓

Advanced CRM Analytics ✓ ✓ - -

Product Customization

Home Page Customization ✓ ✓ ✓ ✓

Drag & Drop Page Layouts ✓ ✓ ✓ ✓

Rename Tabs ✓ ✓ ✓ ✓

Custom Fields ✓ ✓ ✓ ✓

Multiple Value Group Pick lists ✓ ✓ ✓ ✓

Copy Customization ✓ ✓ - ✓

Formula Fields ✓ ✓ ✓ ✓

Custom Links ✓ ✓ - -

Custom Modules - ✓ - ✓

Custom Related Lists - ✓ - -

Tab Groups - ✓ - -

Web Tabs - ✓ - -

Security Administration

Profiles ✓ ✓ ✓ ✓

Roles ✓ ✓ ✓ ✓

Field-level Security ✓ ✓ ✓ ✓

Group-level Security - ✓ ✓ ✓

Data Sharing Rules - ✓ ✓ ✓

Territory Management - ✓ ✓ ✓

Workflow Management

Lead Assignment Rules ✓ ✓ ✓ ✓

Big Deal Alerts ✓ ✓ ✓ ✓

Workflow Rules ✓ ✓ ✓ ✓

Workflow Alerts ✓ ✓ ✓ ✓

Workflow Tasks ✓ ✓ ✓ ✓

Workflow Field Updates ✓ ✓ - -

Webhooks ✓ ✓ - -

Custom Functions via Deluge Script - ✓ - -

Time-based Actions - ✓ - -

Automated Pulse Follow-up - ✓ - -

Case Escalation Rules - ✓ ✓ -

Globalization

Multi-Currency - ✓ ✓ ✓

Time Zone ✓ ✓ ✓ ✓

Number, Date, and Calendar Formats ✓ ✓ ✓ ✓

Multi-Language Support ✓ ✓ ✓ ✓

Right to left Language Support ✓ ✓ ✓ ✓

Integrations

Plug-in for Microsoft Outlook ✓ ✓ ✓ ✓

Plug-in for Microsoft Office ✓ ✓ ✓ ✓

Offline Edition - - ✓ ✓

Mobile Edition (iPhone, Android and Web) ✓ ✓ ✓ ✓

Email Integration (POP email) ✓ ✓ ✓ ✓

Email Marketing ✓ ✓ - -

Gmail Integration ✓ ✓ - -

Google Apps Integration ✓ ✓ - -

QuickBooks Integration ✓ ✓ $ $

Project Management ✓ ✓ - -

Advanced CRM Analytics ✓ ✓ -

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.

Last Updated On: August 29, 2014

CTI (Asterisk, TrixBox, Avaya, etc.) - ✓ $ $

Customer Support & Helpdesk - ✓ - -

Developers

Web-services API ✓ ✓ ✓ ✓

Third-Party Applications Integration ✓ ✓ ✓ ✓