CRM

Zoho CRM Pricing Guide (2024) – Forbes Advisor

May 15, 2024

42 2 minutes read

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Free Edition

Zoho offers a free version of its flagship CRM software. No trial period, no forced upgrade, no credit card required for signup―the free version is truly forever free. The free version allows up to three users to generate, organize and manage leads, find leads online, automate workflow processes, create standard reports and manage multichannel marketing. The plan includes 1GB of cloud space to store files.

Zoho’s free CRM plan is the base of all its paid plans. Popular features include:

Multipurpose contact book: Businesses can create connections, log sales activities, add notes, create tasks, qualify leads and view deals in contact book
Email marketing: Create email workflows, write powerful emails with Zoho editor, use templates, filter emails by status and e-mail opt-out
Lead generation: Track how audiences interact with websites, chat with them live and create a lead-generation form on your website that inputs contact information directly into the CRM database
Workflow automation: Automate sales routines, chain together multiple rules in one single workflow and analyze the performance of workflow automation.

The three-user plan limits large companies from using it, but the free plan has more than enough quality features to help entrepreneurs or small companies improve their productivity, manage sales pipeline and grow their business.

Paid Plans

Upgrading to a paid plan unlocks advanced features from automated marketing tasks to advanced reporting to artificial intelligence (AI) assistance. Zoho allows customers to cancel or switch plans at any time. Users can pay on a month-to-month basis, but if they enter into a year contract, they save 34 percent. Each plan comes with a 30-day free trial allowing users to test the software before committing to purchase.

The Standard plan is a great sales tracking tool for smaller companies new to the CRM world. At $14 per month for annual billing or $20 per month for monthly billing, users will unlock basic CRM standard lead, contact and account management tools.

The Standard plan includes all the features of the free plan. Additional features include:

Multiple pipelines
Mass email
Custom dashboards
Scoring rules
Sales forecasting
100 custom reports

The Professional plan is designed for companies that want to go beyond the basics. At $35 per month or $23 per month with an annual contract, the plan unlocks unique CRM features without breaking the bank. One powerful process management feature this plan unlocks is Zoho’s Blueprint editor. This feature uses a step-by-step display that makes it easy to understand fully how a sales team manages leads, contacts and accounts through every step of the sales process. It is a key feature for companies looking to improve and automate their sales process.

The Professional plan includes all the features of the Standard plan. Additional features include:

SalesSignals
Custom links
Web-to-case forms
Validation rules
Unlimited custom reports, custom dashboards and email templates
Inventory management

The Enterprise plan is Zoho’s most popular plan. Both the Enterprise and Ultimate Edition plans cater to larger companies that have serious CRM needs. At $50 a month or $40 per month with a yearly contract, the Enterprise plan includes an array of advanced, customizable, automation-focused CRM features. One of the most powerful features at the Enterprise level is Zoho’s AI-powered assistant named Zia. Zia analyzes sales patterns to recommend products to cross-sell for each customer, analyzes when each customer usually opens emails, answers calls or visits your website to suggest the best time to contact them, combs through activity history to suggest workflows that can automate routine processes and more.

The Enterprise plan includes all the features of the Professional plan. Additional features include: