Zoho CRM Pricing and Plans Guide 2022 – Forbes Advisor

Free Edition

Zoho offers a free version of its flagship CRM software. No trial period, no forced upgrades, no credit card required for registration; the free version is truly free forever. 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 multi-channel marketing. The plan includes 1 GB of cloud space to store files.

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

  • Versatile contact book: Businesses can create connections, record sales activities, add notes, create tasks, qualify leads, and view offers in the contact book
  • Advertising by e-mail: Build email workflows, write powerful emails with Zoho editor, use templates, filter emails by status and opt in emails
  • 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 multiple rules into a single workflow, and analyze workflow automation performance.

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

Paid plans

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

The Standard plan is a great sales tracker for small businesses new to the world of CRM. At $14 per month for annual billing or $20 per month for monthly billing, users will unlock the basic lead, contact, and standard CRM 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 forecast
  • 100 custom reports

The Profession plan is designed for businesses that want to go beyond the basics. At $35 per month or $23 per month with annual contact, the plan unlocks unique CRM features without breaking the bank. Zoho’s Blueprint Editor is a powerful process management feature that this plan unlocks. This feature uses a step-by-step view that provides a comprehensive understanding of how a sales team manages leads, contacts, and accounts through each stage of the sales process. This is a key feature for businesses looking to improve and automate their sales process.

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

  • Sell ​​Signals
  • 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. The Enterprise and Ultimate Edition plans are aimed at larger companies with serious CRM needs. At $50 per month or $40 per month with an annual contract, the Enterprise plan includes a range of advanced, customizable, and automation-focused CRM features. One of the most powerful enterprise-level features is Zoho’s AI-powered assistant named Zia. Zia analyzes sales patterns to recommend products to 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 end 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:

  • Zia AI
  • command center
  • Multi-user portals
  • Advanced customization
  • Mobile Software Development Kits (SDKs) and Mobile Device Manager (MDM)
  • Multiple Scoring Rules
  • Custom Modules

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