Zoho CRM Pricing

Zoho CRM Pricing Review

Every business today requires efficient project management software that ensures that tasks, milestones, timelines, and other key aspects of customer relations are competently handled. When we consider the best tools in this regard, Zoho ranks high on the list.

However, choosing the right pricing model can be a complex task, and one way to overcome this will be to use our reliable value metrics. If you need help deciding on the right Zoho CRM pricing model, this article provides the concise information you need.

Zoho CRM Pricing Overview

Zoho CRM currently offers its users a free plan and four subscription options: Standard, Professional, Enterprise, and Ultimate. The higher the subscription plan, the more advanced features a user gets access to. With each tier, you get more users and invoices, purchase approvals, custom modules, and vendor portals. Here’s a breakdown of each tier with their benefits.

Recommendations Explore the Zoho CRM review page to learn more about its features, pros and cons, support, alternatives, and many more. Read Zoho CRM Review

Value Metrics

Zoho Pricing Plan

Try out the Ultimate Plan Now!

Zoho CRM has four pricing tiers that we’ll explore below. However, you can try Zoho out now for free with a 30-day trial. If you have a large-scale business, you can test the platform with your team for a whole month and see if it’s the appropriate pricing tier for your business.

Zoho CRM Feature List

Zia – Artificial Intelligence

Zia is Zoho’s conversational sales assistant that’s empowered with artificial intelligence. Zia communicates with guests by voice and text. It has built-in intelligence that helps to predict leads, deals, and sales trends. Additionally, it manages the automation flow and makes suggestions to enhance it. Zia also has the ability to identify the customers’ sentiments just from their emails.

This feature is only available for the Enterprise and Ultimate top-tier plans.

Customization

Zoho CRM’s system enables users to create standard modules and add extra functionalities as required. For those who require language translation also, Zoho also offers multi-language translation support to back up marketing and sales. Zoho also has a sandbox that’s enriched with advanced deployment options that give you the space to test and publish without affecting the data. The elements that you can customize with Zoho CRM include;

• Association,
• Custom Components,
• Functions,
• Layouts,
• Subforms,
• Views, and Filters.

The customization feature is available for all subscription plans. However, the customization level and functionalities increase as the pricing tier moves up.

Sales automation

This is one of the prominent features of Zoho, as it easily helps to automate the whole sales process. The sales automation process is broken down into three elements, and they include;

• Workflow Rules

Zoho CRM automates all the tasks that may become tedious for you – emails, following up on leads, task analysis, and evaluation.

• Macros

After pre-defined instructions are set, Macros helps to expand them and automates the mundane and repetitive and mundane tasks at once.

• Assignment Rules

Zoho’s assignment rules helps to auto-assign the different leads obtained from imports, web forms, and other sources to the right person, at the right time.

Zoho’s Integration Technique

Zoho CRM also offers multiple seamless integrations with other Zoho tools and third-party apps you may already use, such as Google Analytics, QuickBooks, Adobe Sign, Google Ads, DocuSign, and MailChimp. There are multiple integrations available for all plans, except the Free plan.

When it comes to the pricing plan with the best integrations, we suggest the Professional, Enterprise, and Ultimate plans. The reason for this is that extensions such as QuickBooks, Xero, ZohoBooks, ZohoSubscriptions, and QuoteWerks, all of which are very important to overall business simplification, aren’t provided for in the other plans.

For Startups and Small Businesses, the Enterprise plan is ideal, as it will foster your overall marketing features. However, if your business is a medium-to-large scale, you may go with the Ultimate plan to get all exclusive features.

Zoho’s Support Technique

Zoho CRM has four support plans, and they include basic, classic, premium, and enterprise

Zoho CRM Pricing Plans Overview

Zoho CRM offers a free plan, and four subscription plans which unlock several new features as you move up the tier. Here are the different plans concisely explained.

Zoho CRM Free Plan

The Free Plan works best for new businesses that are only concerned with tracking leads, accounts, deals and contacts. It is also ideal for freelancers and entrepreneurs that run home businesses.

It allows you to log calls, events, notes and calls on your leads and contacts. You will have the capacity to set workflow rules and automate specific tasks like sales notification to email leads. However, this automation is limited and you will not be able to customize your experience as you like. You will also not be able to use analytics either.

Zoho CRM Standard Plan

Cost: $18/month or $144/annually, 1 canvas view and organization

Includes:

• All features of the Free plan,
• Custom dashboards and reports,
• Sales forecasting,
• Lead scoring rules,
• Business rules,
• Workflows,
• Tags and Groups
• Mass email insights,
• Multiple pipelines,
• Data analysis of KPIs.

The Standard Plan is best suited for a new small business that’s still navigating its way through marketing automation and client and contact management without the need for advanced features.

With $18 per month, your business will get access to tools that will aid the marketing and sales teams of your business in achieving their goals. Access to sales forecasting, multiple pipelines, and lead scoring rules are the most attractive features of the plan. Also, you get the opportunity to create custom reports on your dashboards (even though limited to 100), analyze the data from your key performance indicators (KPIs), and automate your marketing campaigns.

One way the Standard Plan is more essential is that it allows for team collaboration. For instance, the Tags and Groups feature makes the organization of records for team members possible, as you can easily attach appropriate tags on records and share them easily.

Zoho CRM Professional Plan

Cost: $30/month or $240/annually, 3 canvas views and organizations

Includes:

• All features of the Standard Plan,
• Web-to-Case Forms,
• Validation Rules,
• SalesSignals,
• BluePrints,
• More CRM integrations,
• Inventory Management,

Closely following the Standard Plan is the Professional Plan. The major difference between the two is that first, this one takes some limits of the ones that exist on the Standard Plan. Then, the SalesSignal is significant as it helps to notify you in real-time when you get leads from different sources. You can also follow up on interactions across different channels from this CRM, as you’ll now have more access to CRM integrations, particularly all QuickBooks plans, SMS Magic, and Google Ads. You will also get access to inventory management tools.

The Blueprint feature also allows you to create an online version of your offline processes and refer to the blueprint when executing them, thereby improving your efficiency levels.

The Professional Plan is best suited for businesses that have specific requirements like real-time notifications and solutions to issues that come up, but do not require the high-level features that the other top-tier solutions have.

If you have a small business that needs to provide real-time solutions or interactions with your customers, then you should consider the Professional Plan.

Zoho CRM Enterprise Plan

Cost: $45/month or $420/annually, 5 canvas views and modules

Includes:

• All features of the Professional Plan
• Zia AI,
• CommandCenter
• Multi-user Portals
• Advanced Customization of Modules and Buttons,
• Email Parser,
• SalesInbox,
• Mobile SDK & MDM

The Enterprise Plan is the most popular Zoho CRM plan. This top-tier plan’s most striking feature is that it allows its users to enjoy AI benefits. Zoho CRM has Zia as its AI companion, and it indeed helps to complete mundane tasks.

Zia does a lot of things, from getting you the information you need with a simple text or voice command, to automating repetitive tasks and taking notes through dictation. It also predicts the probability of winning deals in the sales pipeline, so the salespeople can focus their efforts on the right activities.

You also get even more advanced real-time updates, and this one will relate to the anomalies in sales activities and numbers, giving you an opportunity to improve your sales strategies and get the most out of it.

When we consider those that require the Enterprise Plan the most, we will point out the companies that are struggling with lost business opportunities. This is because Zoho’s Enterprise plan has Zia, the AI-powered sales prediction that makes it easier for you to see which leads you should build on.

Zoho CRM Ultimate Plan

Cost: $55/month or $540/annually, 25 canvas views and modules

Includes:

• All Features from other plans
• Automation suggestions
• Advanced BI-bundled with Zoho Analytics
• Advanced customization
• Enhanced storage
• Enhanced feature limits
• Data enrichment
• Dedicated Database cluster
• Email sentiment
• Free Basic and Classic support

This is where you’ll find the highest level of AI-powered features that’ll help you predict conversion for sales and leads trends. This is the final and ultimate plan, and it certainly combines all the existing features of other plans and much more.

The Ultimate Plan has an upgraded version of Zia, and it can indeed analyze the daily activities of teammates, to give personalized automation suggestions. Once it identifies patterns, it ensures to make new suggestions that will help your team accomplish their assigned tasks faster.

Another stand-out feature is that this plan includes an email sentiment feature that gives you insight into the tone of each email received and helps you to identify the ones that require immediate attention or not. On the other hand, it can also help you identify the satisfied customer emails and build on them to maximize their potential and convert them into customers.

Lastly, data enrichment is another unique feature that’s designed to ensure that CRM records are current. Zia helps in gathering the required information from the contracts, leads, and accounts, and in turn updates your records. Updated and accurate records indeed help to build and sustain a successful business.

Of course, the Ultimate Plan works if you want everything that the Zoho CRM offers, and specifically, if you require a proficient method of editing incorrect data in the records. The data enrichment feature should be a deciding factor when considering the plan that works for you.

Try Zoho CRM’s Enterprise Plan!

The Enterprise Plan is Zoho CRM’s most popular plan, and it is the go-to for medium-scaled businesses with grounded plans of expanding their clientele. The predictability of sales through AI tools empowers these kinds of businesses to make better decisions.

Overview of Zoho CRM Pricing Model

How much does Zoho CRM cost?

Zoho CRM is competitively priced, and it offers a free plan that not only helps you acquaint yourself with the software, but can also be useful for a level of your business. 

Zoho CRM costs less when compared to other top-tier CRM software such as HubSpot and Salesforce. Subscription ranges from $18 to $55 per month, and $12 to $45 per month, if paid annually.

Zoho CRM: Which Pricing Plan is Right for You?

Zoho CRM was made for small to large-scale businesses. However, from the breakdown, we believe that it’s best for small businesses that have plans to scale and need a system to work with. The distinctiveness of your business needs will determine which of the plan tiers will work best for you.

If you have a small business with only one or two team members, then the Standard Plan may be the right choice, as it encourages collaboration between the teams and doesn’t include the high-level features that may not be needed for your business.

The Standard plan is priced at $18 per user, per month, and billed monthly. If you subscribe annually, you can save 33.3% as it’ll be charged at $12 per user, per month.

The Professional Plan is priced at $30 per user, per month, and if you subscribe annually, you will be able to save 33.3% at a $20 per user, per month rate. This plan, with its features, will be appropriate for businesses like banking organizations and retail shops that need real-time attention and solutions for customers.

The Enterprise Plan is priced at $45 per user, per month, and billed monthly. If you subscribe annually, you can save 22.2% as it’ll be charged at $35 per user, per month. If you own a real estate company, you may want to consider this plan specifically for its high-level AI features.

The Ultimate Plan is priced at $55 per user, per month, and billed monthly. If you subscribe annually, you can save 18.2% as it’ll be charged at $45 per user, per month. If your business is within the travel space or a hotel and leisure company, the Ultimate Plan can help in managing the pipeline for upcoming bookings, plan and execute different marketing activities or helps with service management and analyzing customers’ sentiments.

Try Zoho Standard Plan Today!

Small businesses need efficient marketing and sales tools to coordinate and organize clients in order to increase their chances of profitability. The Standard plan offers the essentials for any small business to effectively navigate the basic level of customer relations management.

Additional Costs

With Zoho CRM, there is a Zoho CRM Plus, which is the unified customer experience platform that has a help desk, analytics, surveys, email and social media marketing features that’s excluded from the initial pricing costs.

If you choose to subscribe to this, it starts at $57 per user, per month, and with its 360-degree customer view, it offers seamless experiences to you.

What Is Included In Each Zoho CRM’s Best Plan?

Zoho CRM’s Ultimate Plan is enriched with a total of 35 web applications that help you run your business with ease. It also features the Zoho CRM’s mobile app that gives you quick access to leads, contacts, deals, and notes. It makes it easier to access clients directly from your phone.

The AI benefits of Zoho CRM Ultimate Plan are useful for analyzing the right time to contact prospective clients and automatically capturing information on them through their interactions with you.

How to Save Money Using Zoho CRM

First, you can try the Zoho CRM paid plans for free for 15 days to really understand how the software works.

Then, you can gauge the required benefits you need based on the size of your business, the number of employees, and the specific need of your business. For instance, if you own a business with only two employees, and you don’t require real-time solutions for your customers, there’ll be no need to subscribe to any of the top-tier plans when either Standard or Free version can offer you all you need.

Also, you can visit Zoho CRM’s support center to ask the necessary questions you need on upgrading or downgrading your subscription if need be.

Try Professional Plan Now!

Rightly called, the Professional Plan is for small businesses that want to attain a professional outlook by increasing their efficiency levels through real-time notifications and interactions with customers.

How Do I Pay for My Zoho CRM Membership/Subscription?

Zoho CRM accepts payment via Visa, MasterCard, American Express, and PayPal. They also accept payment via bank transfer or check transfer for yearly subscriptions, allowing you the option of canceling your subscription anytime.

Can I Use Zoho CRM for Free?

Absolutely. It offers a free plan that only requires you to sign up. The only downside to this is that the benefits are limited.

Do Zoho’s Prices Vary by Location?

Zoho CRM offers pricing originally in US Dollars, but the same prices converted to the currency of your specific region. For instance, Canada may have slightly different pricing because of the change in the rates of the currencies.

Try Zoho CRM’s Free Trial Today!

Zoho CRM offers a 15 to 30-day free trial and 19 to 34% off on annual plans. However, you are still eligible to sign up for monthly plans that fit your needs.

Zoho CRM Pricing vs. Competitors

Zoho CRM is an exceptional entry-level CRM platform that helps in scaling your small business’s growth. However, as much as it’s a great option, it still has some shortcomings, specifically in its interface area, and other viable alternatives can be considered.

Potential Alternatives

HubSpot

This is one of the most popular and widely-used CRM software, and when compared to Zoho CRM, it features a better intuitive interface. HubSpot CRM is easy to use and has a clear timeline of interaction with clients.

It is also simpler to use, with an automatic imputation of essential client information with hardly any manual data entry, thus, allowing you to converse with customers without so much complexity.

Irrespective of these, Zoho CRM still has more integrations and offers real-time notifications across all platforms and third-party integrations.

Salesforce Essentials

This one is also easy to use with comprehensive CRM complexities that automate relevant data to help users quickly determine the best course of action for each customer. However, Zoho CRM still allows users to benefit from a feature-packed free plan for up to three users.

Summary

Zoho CRM the ideal CRM option for entrepreneurs and small businesses that require client management, sales forecasting and marketing automation features. It’s also vastly applicable across several industries, with a high level of automation and customization. It may have a downside in its setting up process, but overall, it has an impressive overview that makes it ideal for small businesses.