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Why choose Zoho CRM over Salesforce
Zoho CRM’s biggest forte is ease of use and quick implementation time. With Zoho CRM, sales executives can
start selling right away, without training studiously and learning the CRM. Zoho CRM has a no contract flexible
pricing model, that allows you to break the contract anytime, saving you from a vendor lock-in. Also, you do not
overpay for the features that you don’t need.
While premium (paid) technical support is one of the most fundamental requirements for a large business, it
should not come at the extent of breaking banks. With Zoho CRM’s Premium and Enterprise Support, avail
unparalleled technical support at a fraction of the cost. All these translate to ROI in real quick time, and help
scale your business to greater heights.
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Zoho CRM vs Salesforce CRMEdition Comparison
FEATUREZoho CRMStandard
SalesforceEssentials
Zoho CRMProfessional
SalesforceProfessional
Zoho CRMEnterprise
SalesforceEnterprise
Zoho CRMUltimate
SalesforceUnlimited
PRICING
Billed Annually$12
Per user/month$25
Per user/month$20
Per user/month$75
Per user/month$35
Per user/month$150
Per user/month$100
Per user/month$300
Per user/month
Billed Monthly $18/user - $30/user - $45/user - - -
SALES FORCE AUTOMATION
Leads P P P P P P P P
Contacts P P P P P P P P
Accounts P P P P P P P P
Deals P P P P P P P P
Tasks, log a call,calendar, and notes P P P P P P P P
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FEATUREZoho CRMStandard
SalesforceEssentials
Zoho CRMProfessional
SalesforceProfessional
Zoho CRMEnterprise
SalesforceEnterprise
Zoho CRMUltimate
SalesforceUnlimited
CRM views P - P P P P P P
Sales forecasting P - P P P P P P
Macros - - P - P P P P
Multiple currencies - - - P P P P P
Contextual custom related lists - - - P P P P P
Advanced filters P P P P P P P P
Scoring Rules 10 rules/module - 20 rules/module P 30 rules/module P 30 rules/module P
Reminders P P P P P P P P
Web-to-lead form P P P P P P P P
Web-to-contact form P P P P P P P P
Notify owner for webforms P - P - P - P -
Unsubscription form P P P P P P P P
Autoresponse Rule P - P P P P P P
Custom process builder - Blueprint
- P P P P P P P
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FEATUREZoho CRMStandard
SalesforceEssentials
Zoho CRMProfessional
SalesforceProfessional
Zoho CRMEnterprise
SalesforceEnterprise
Zoho CRMUltimate
SalesforceUnlimited
SELL ON THE MOVE
Mobile Application P P P P P P P P
Check-ins for customer meeting P P P P P P P P
Locate prospects nearby P - P - P - P -
Geo-locate customers P - P P P P P P
Voice Notes P P P P P P P P
Log Calls P P P P P P P P
Complete offline mobile functionality P P P P P P P P
EMAIL
Zoho Mail Add-on - - P - P - P -
IMAP - $ P $ P $ P $
Email Authentication P P P P P P P P
Email Insights P P P P P P P P
BCC Dropbox P P P P P P P P
Attachments in Email P P P P P P P P
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FEATUREZoho CRMStandard
SalesforceEssentials
Zoho CRMProfessional
SalesforceProfessional
Zoho CRMEnterprise
SalesforceEnterprise
Zoho CRMUltimate
SalesforceUnlimited
Email Sharing - $ P $ P $ P $
Email Parser - $ - $ P $ P $
Email Association with Deals - P P P P P P P
Individual Email P P P P P P P P
Zoho SalesInbox - - - - P - P -
Plug-in for Microsoft Outlook - - P P P P P P
CRM for Office 365 P P P P P P P P
TELEPHONY
Single-click dialling P P P P P P P P
Automatic call logging P P P P P P P P
Call Recording P P P P P P P P
Contextual Call pop-ups P P P P P P P P
Call Analytics P P P P P P P P
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FEATUREZoho CRMStandard
SalesforceEssentials
Zoho CRMProfessional
SalesforceProfessional
Zoho CRMEnterprise
SalesforceEnterprise
Zoho CRMUltimate
SalesforceUnlimited
SOCIAL
Enrich data with Twitter profile P P P P P P P P
Enrich data with Facebook profile P P P P P P P P
Social tab 1 Brand - 1 Brand - 2 Brands - 2 Brands -
Automated Lead Generation from social media P - P $ P $ P $
Social interaction with leads/contacts P P P P P P P P
Social Lite (by Zoho) P - P - P - P -
LIVE CHAT AND VISITOR TRACKING*
Track and engage website visitors P $ P $ P $ P $
Visitor segmentation in CRM P $ P $ P $ P $
Website visitor reports P $ P $ P $ P $
PORTALS
Portals - - - - P $ P $
SALESSIGNALS
Real-time notification system - - P - P - P -
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FEATUREZoho CRMStandard
SalesforceEssentials
Zoho CRMProfessional
SalesforceProfessional
Zoho CRMEnterprise
SalesforceEnterprise
Zoho CRMUltimate
SalesforceUnlimited
PRODUCT CUSTOMIZATION
Page customization P - P P P P P P
Rename tabs P - P P P P P P
Custom fields P P P P P P P P
Custom links - - P P P P P P
Web tabs - - - P P P P P
Custom modules - - - - P - P -
Custom buttons - - - P P P P P
Sandbox - - - - P $ P 1
Page layouts - - - P P P P P
Canvas view - - - - P - P -
Layout Rules - - - P P P P P
Subforms - - - - P $ P $
Translations - - - P P P P P
Reporting Hierarchy - - - - P P P P
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FEATUREZoho CRMStandard
SalesforceEssentials
Zoho CRMProfessional
SalesforceProfessional
Zoho CRMEnterprise
SalesforceEnterprise
Zoho CRMUltimate
SalesforceUnlimited
Multi-select Lookup - - - P P P P P
Custom list views P - P P P P P P
Tab groups 10 groups - 10 groups - 25 groups - 50 groups -
Copy Customization P - P $ P $ P $
Formula field - P P P P P P P
WORKFLOW MANAGEMENT
Workflow rules6 rules/module,
5 conditions/rule-
20 rules/module,5 conditions/rule
-50 rules/module,
10 conditions/rule
2000 objects,500 rules/object,50 active rules/
object
50 rules/module,50 conditions/
rule
2000 objects,500 rules/object,50 active rules/
object
Email Notification P P P P P P P P
Task Action 5/action - 5/action - 5/action 10 5/action 10
Field update Action - - 3 updates/action - 3 updates/action 10 3 updates/action 10
Webhook Action - - P - P P P P
Functions using Deluge script - - - - P - P -
Scheduled Actions - - - - P P P P
Approval process - - - - P P P P
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FEATUREZoho CRMStandard
SalesforceEssentials
Zoho CRMProfessional
SalesforceProfessional
Zoho CRMEnterprise
SalesforceEnterprise
Zoho CRMUltimate
SalesforceUnlimited
Assignment rules - -20 rules & 20 rule entries
2000/org20 rules & 50 rule entries
2000/org50 rules & 100
rule entries2000/org
Schedules - - - - P P P P
Case escalation rules - P - P P P P P
MARKETING AUTOMATION
Email templates 100 P Unlimited P Unlimited P Unlimited P
Email opt-out P P P P P P P P
Mass email P - P P P P P P
Mass email followups - - P - P - P -
Schedule mass email followups - - P - P - P -
Marketing campaigns P - P P P P P P
Auto-responders - - - P P P P P
Unsubscription forms P P P P P P P P
Zoho CRM for Google Ads - - P - P - P -
ARTIFICIAL INTELLIGENCE (Powered by Zia)
Lead Conversion Prediction - - - - P $ P $
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FEATUREZoho CRMStandard
SalesforceEssentials
Zoho CRMProfessional
SalesforceProfessional
Zoho CRMEnterprise
SalesforceEnterprise
Zoho CRMUltimate
SalesforceUnlimited
Deal Closure Prediction - - - - P $ P $
Data Enrichment - - - - $ $ $ $
Zia Voice - - - - P - P -
Zia Reminder - - - - P - P -
Best time to contact - - - - P - P -
Macro suggestion - - - - P - P -
Zia Intelligence for Automation - - - - P - P -
ANALYTICS
Chart P P P P P P P P
KPI P - P - P P P P
Funnel - - - - P P P P
Target Meter - - - - P P P P
Comparator - - - - P - P -
Anomaly Detectors - - - - P P P P
Standard dashboards P - P 3 views P 3 views P 3 views
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FEATUREZoho CRMStandard
SalesforceEssentials
Zoho CRMProfessional
SalesforceProfessional
Zoho CRMEnterprise
SalesforceEnterprise
Zoho CRMUltimate
SalesforceUnlimited
Custom dashboards 10 dashboards - Unlimited - Unlimited 5 Dashboards Unlimited 10 Dashboards
REPORTS
Standard reports P - P P P P P P
Custom Reports 100 - Unlimited 50 Unlimited 200 Unlimited 2000
Schedule Reports
20 schedulers/user
Maximum 100 schedulers/day.
-
20 schedulers/user
Maximum 100 schedulers/day.
1/hour
20 schedulers/user
Maximum 100 schedulers/day.
1/hour
20 schedulers/user
Maximum 100 schedulers/day.
2/hour
TEAM COLLABORATION
Gamescope - - P $ P $ P $
Calendar P P P P P P P P
Calendar sync through CalDAV P - P - P P P P
Status updates P P P P P P P P
Direct messages P - P P P P P P
Feeds P P P P P P P P
Attach files to feeds P P P P P P P P
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FEATUREZoho CRMStandard
SalesforceEssentials
Zoho CRMProfessional
SalesforceProfessional
Zoho CRMEnterprise
SalesforceEnterprise
Zoho CRMUltimate
SalesforceUnlimited
Follow-up rules P - P - P - P -
Groups for team collaboration P P P P P P P P
Tagging P P P P P P P P
DOCUMENT LIBRARY
Folder sharing P - P P P P P P
Attach documents P P P P P P P P
File versioning P - P - P - P -
Reviews P - P - P - P -
INVENTORY MANAGEMENT
Products - - P P P P P P
Price books - - P P P P P P
Sales quotes - - P P P P P P
Sales orders - - P P P P P P
Invoices - $ P $ P $ P $
Vendors - - P P P P P P
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FEATUREZoho CRMStandard
SalesforceEssentials
Zoho CRMProfessional
SalesforceProfessional
Zoho CRMEnterprise
SalesforceEnterprise
Zoho CRMUltimate
SalesforceUnlimited
Purchase orders - - P P P P P P
CUSTOMER SUPPORT
Cases - P P P P P P P
Solutions - - P P P P P P
Web-to-case form - P P P P P P P
Business hours P P P P P P P P
DATA ADMINISTRATION
Data storage (all modules) 100,000 records10 GB per
organizationUnlimited
10 GB per Org.20 MB per user
Unlimited10 GB per Org.20 MB per user
Unlimited10 GB per Org.
120 MB per user
Import data P P P P P P P P
Export module data P - P P P P P P
Data backup P P P P P P P P
Import history Past 60 days - Past 60 days - Past 60 days - Past 60 days -
SECURITY ADMINISTRATION
Profiles P P P P P P P P
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FEATUREZoho CRMStandard
SalesforceEssentials
Zoho CRMProfessional
SalesforceProfessional
Zoho CRMEnterprise
SalesforceEnterprise
Zoho CRMUltimate
SalesforceUnlimited
Organizational hierarchy (Roles) P - P - P P P P
Field-level security - - P P P P P P
Groups P P P P P P P P
Record-level sharing - - - P P P P P
Data Encryption (EAR) - P - P P P P P
Territory management - - - - P P P P
Audit Logs P P P P P P P P
Allowed IPs P P P P P P P P
GDPR Compliance Settings P P P P P P P P
FILE STORAGE
Free storage/org 1 GB 1 GB 1 GB 10 GB 1 GB 10 GB 5 GB 10 GB
Free storage/user license 512 MB - 512 MB 512 MB 1 GB 2 GB 1 GB 2 GB
Additional storage $4 /month/5GB - $4 /month/5GB - $4 /month/5GB - $4 /month/5GB -
CATALYST
Mobile Apps - - - - P - P -
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FEATUREZoho CRMStandard
SalesforceEssentials
Zoho CRMProfessional
SalesforceProfessional
Zoho CRMEnterprise
SalesforceEnterprise
Zoho CRMUltimate
SalesforceUnlimited
Mobile Device Management - - - - P P P P
Web Apps - - - $ P $ P P
DEVELOPER TOOLS
Mobile SDK - - - - P P P P
Widgets - - - - P $ P $
Connections - - - - P - P -
API100000 credits/
day/org-
200000 credits/day/org
1000 calls/day/license
500000 credits/day/org
1000 calls/day/license
1000000 credits/day/org
5000 calls/day/license
ADD-ONS & INTEGRATIONS **
CRM Marketplace (Extensions for Zoho CRM) P - P - P - P -
Zoho PhoneBridge for Call Centers P - P - P - P -
Integration with Zoho Motivator P - P - P - P -
Integration with Zoho Campaigns P - P - P - P -
Integration with Zoho Analytics P - P - P - P -
Integration with Zoho Projects P - P - P - P -
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FEATUREZoho CRMStandard
SalesforceEssentials
Zoho CRMProfessional
SalesforceProfessional
Zoho CRMEnterprise
SalesforceEnterprise
Zoho CRMUltimate
SalesforceUnlimited
Integration with Zoho SalesIQ P - P - P - P -
Integration with Zoho Desk P - P - P - P -
Integration with Zoho Cliq P - P - P - P -
Integration with Zoho Survey P - P - P - P -
Integration with Zoho Social P - P - P - P -
Integration with Zoho Forms P - P - P - P -
Zoho Mail Add-on - - P - P - P -
Zoho Writer Add-on - - P - P - P -
Zoho Finance Suite Integration - - P - P - P -
Zoho Creator Integration - - - - P - P -
Plug-in for Microsoft Outlook - P P P P P P P
Plug-in for Microsoft Office - - P - P P P P
Slack Integration P - P P P P P P
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FEATUREZoho CRMStandard
SalesforceEssentials
Zoho CRMProfessional
SalesforceProfessional
Zoho CRMEnterprise
SalesforceEnterprise
Zoho CRMUltimate
SalesforceUnlimited
INTEGRATION WITH GOOGLE APPS
CRM Contextual gadget for Gmail P - P - P - P -
Export events to Google Calen-dar P P P P P P P P
Export to Google Tasks P - P - P - P -
CRM Web forms for Google Sites P P P P P P P P
Synchronize Google Calendar P - P P P P P P
Synchronize Google Contact P - P - P - P -
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Customer Support - Zoho CRM
Classic Support
Premium Support Enterprise Support
Price Free 20% of license fee 25% of license fee
Availability All customers All customers Customers with >25 users
Response time 8 hours 3 hours 1 hour
Phone Support 8/5 24/5 24/7
Live Chat 8/5 24/5 24/7
Dedicated Customer Relationship Manager - - P
Onboarding Support - P P
Quarterly Report [Feature usage + Feature Recommendation]
- - P
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Customer Support - Salesforce
Standard Premier Premier + Priority
Price Free 20% of license fee 30% of license fee On demand
Response time 2 days 1 hour 1 hour 15 minutes
Phone Support - 24/7 24/7 24/7
Online Support 12/5 - Email only 24/7 24/7 24/7
Technical Account Manager - - - $
P Indicates the feature is available in this version.
- Indicates the feature isn’t available in this version.
$ Indicates that the feature is available as a paid add-on.
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Ready to try Zoho CRM for your team?
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Last updated on: March 20, 2020The information contained in this document represents the current views of Zoho CRM as of the date of the publication. Zoho CRM and Yeezy Software cannot
guarantee the accuracy of any information presented after the date of the publication. This document is for information only. Zoho CRM and Yeezy Software makes no warranties expressed or implied in this document. The names and logos for Zoho are trademarks of Zoho Corp.
© 2020, Yeezy Software LLC. All rights reserved.
We save over 70% per year since switching from Salesforce
to Zoho CRM. Our bottom line has increased by over $100K
per year from the cost savings alone. When I tell people that
we changed CRMs, they're shocked. They think that Salesforce
is the only platform on the market that can accommodate the
complexity of our business. And that's just not true.
Alex TolbertFounder/CEO Bernard Health
For sales and inquiries, contact:
Yeezy Software+1-561-990-2874
[email protected] /zoho-crm