Zoho CRM
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Cloud, Offline & Mobile
- Unlimited Records
- Sales Pipeline Management
- Custom Reports & Dashboards
- Profile-Based Security
- Profile-Based Screen Layouts
- Products & Pricebook
- Custom Views
- Price Quotations
- Data Importer
- Email Tracking
- Email Integration
- Webforms
- Free US-Based Support
- Action Plans
- Audit Log
- Data Archive
- Business Rules
- Advanced & Calculated Fields
- Custom Modules
- Document Library
- Advanced & Excel Reports
- API & WebHooks
- Marketing
- Projects
- Help Desk
- Access Control
- Quickstart Services
- Activity Management
- Calendar Management
Pricing Info
Pricing Info
Claritysoft offers three SMB and enterprise pricing plans detailed below:
Sales Professional – $39/user/month (Annual Billing)
- Cloud, Offline & Mobile
- Unlimited Records
- Sales Pipeline Management
- Custom Reports & Dashboards
- Profile-based Security
- Profile-based Screen Layouts
- Products & Pricebook
- Custom Views
- Price Quotations
- Data Importer
- Email Tracking
- Email Integration
- Webforms
- Free US-based Support
Sales Accelerator – $49/user/month (Annual Billing)
- Cloud, Offline & Mobile
- Unlimited Records
- Sales Pipeline Management
- Custom Reports & Dashboards
- Profile-based Security
- Profile-based Screen Layouts
- Products & Pricebook
- Custom Views
- Price Quotations
- Data Importer
- Email Tracking
- Email Integration
- Webforms
- Action Plans
- Audit Log
- Data Archive
- Business Rules
- Advanced & Calculated Fields
- Custom Modules
- Document Library
- Advanced & Excel Reports
- API & WebHooks
The CRM Suite – $69/user/month (Annual Billing)
- Cloud, Offline & Mobile
- Unlimited Records
- Sales Pipeline Management
- Custom Reports & Dashboards
- Profile-based Security
- Profile-based Screen Layouts
- Products & Pricebook
- Custom Views
- Price Quotations
- Data Importer
- Email Tracking
- Email Integration
- Webforms
- Free US-Based Support
- Action Plans
- Audit Log
- Data Archive
- Business Rules
- Advanced & Calculated Fields
- Custom Modules
- Document Library
- Advanced & Excel Reports
- API & WebHooks
- Marketing
- Projects
- Help Desk
Integrations
Integrations
Claritysoft integrates with the following third-party applications:
- Microsoft Outlook
- Gmail
- Zapier
- Microsoft Excel
- QuickBooks
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
Claritysoft helps businesses to deliver exceptional customer experiences for extensive growth and success.
Company Email
info@claritysoft.com
Contact No.
Company's Address
Claritysoft CRM (HQ)
565 Metro Place South
Suite 300
Dublin, OH 43016
USA
Claritysoft Comparisons
Popular Claritysoft Alternatives
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
Sales Force Automation
- Lead Generation & Qualification
- Pipeline Analysis
- Sales Stage & Probability Analysis
- Competitive Analysis
- Real-Time Forecasting
- Quota Management
Lead Management
- Automate lead management process
- Fast track lead to deal process
- Capture leads from website
- Import leads from trade shows, seminars, direct mail, etc.
- Match sales-ready leads to the right sales people
- Convert prospects into opportunities, accounts, and contacts with a single click
- Sales processes as per own best practices (B2B & B2C)
Account Management
- Single database
- Customer data across products, geographies, account, and status
- Parent-child relationships between customer accounts and their subsidiaries
- Price quotes, sales orders and invoices
- Purchase history to find cross-sell and up-sell opportunities
- Loyalty programs
Effective Follow-up
- Log important customer calls
- Save customer meetings and calls in an intuitive calendar
- Invite employees, leads and contacts to meetings and events
- Manage recurring events by day, week, month and/or year
Website Integration with Forms
- Create forms with no coding
- Set rules to simplify lead distribution
- Upload forms live instantly
- Catch leads directly into your CRM
CRM Workflow Management
- Workflow alerts while creating or modifying records
- Associate tasks to the workflow rules with CRM records
- Email notifications with templates and upon triggering a workflow rule
- Auto schedule the workflow actions at pre-defined interval
- Instant notifications to 3rd party applications via Webhooks
- Custom Functions
- Macros automate tasks
Sales Tracking
- Sales Opportunity Management
- Monitor sales opportunities across sales cycle
- Import sales opportunities from third-party solutions and services
- 360-degree view
- Drag-and-drop customization wizard
- Big deal alert
- Sales pipeline and sales escalation process
- Free Edition
Pulse
- Track records that are critical to your business based on your criteria
- Stay on top of sales updates in real time
- Identify cold prospects for a sales follow-up
- Sort updates by users and modules
- Sort records by record owner and module
- Complete visibility based on last activity
Sales Forecasting
- Revenue based on data within Zoho CRM
- Create, assign and revise sales quotas
- Assess individual and team performance
- Forecast accuracy against commit amounts
- Fully customizable forecast reports and dashboards
Productivity
- Business Card View
- Quick glance at important details of the contact without scrolling or searching
- Customize fields
MailMagnet
- Captures, collates and distributes customer email activity within your CRM
- Get notification and reply to customer emails within CRM
- Intuitively scans your mailbox and displays only relevant emails
- Send emails via your favorite mail client
- Get a copy of the email linked to the right lead or contact in CRM
- Link prospect and customers emails with your CRM data
- Share emails from prospects based on your own rules
- Create mail merge templates for different modules
- Get updated user info in merged documents
- Manage templates in secured folders
Document Library
- Role-based folders, sub-folders
- Share collateral to your salespeople
- Send documents from your CRM
- One document can have multiple versions
- Quick feedback from colleagues to improve document
Social CRM
- View social interactions of your brand with prospect
- Reply to direct messages, likes and mentions via your brand’s social profile
- Engage future prospects from within the social stream
- Stay tapped on customer’s interests and updates
- Comment or like them inside CRM
Mobile CRM
- Real time access to customer data
- Receive sales alerts
- Search customers nearby, create tasks
- Capture trade show leads directly into Zoho CRM
- Digitalize and save business cards on your iPhone
CRM for Google Apps
- Custom Modules, API, Webhooks and Custom Functions
- Create campaigns, email marketing & autoresponders
- Enable security controls, organizational hierarchy & territories
Pricing Info
Zoho CRM offers a free edition and per user subscription plans that are billed monthly or annually. All major cards, and bank or check transfers are accepted. There is also a great free trial plan that you can opt for. Choose from a list of SMB and Enterprise pricing plans mentioned below.
Free Edition – Up to 3 users, No credit card required.
- Leads
- Contacts
- Accounts
- Opportunities / Deals
- Tasks, events, call logs, and notes
- CRM views
- Advanced filters
- Status updates
- Direct messages
- Attach files to feeds
- Follow up rules
- Twitter, Facebook & Google+ integration
- 10 Email templates
- Email opt-out
- Free Email support
- Live Chat
- Several other features
Standard – $20/user/month (billed monthly) or $14/user/month (billed annually) plus tax, as applicable
- All features from Free Plan +
- Workflow rules
- Email insights
- Workflow conversion
- Tags and groups
- Scoring rules
- Webforms
- Sales forecasting
- Custom fields
- Roles and profiles
- Document library
- Charts and KPIs
- Secure, encrypted transmission
- Call center connectors
- Free Email, Live Chat and Toll-Free call support
- Paid support plans with a guaranteed response time of 1 hour maximum
Professional – $35/user/month (billed monthly) or $23/user/month (billed annually) plus tax, as applicable
- All Features from the Standard Plan +
- Social CRM
- Web-to-case forms
- Validation Rules
- Automatic Field Updates
- Webhooks
- Blueprint – Process management
- Macros
- Email integration
- Inventory management
- Google AdWords integration
- Sales signals – Real-time notifications
- Free Email, Live Chat and Toll-Free call support
- Paid support plan with a guaranteed response time of 1 hour maximum
Enterprise – $50/user/month (billed monthly) or $40/user/month (billed annually) plus tax, as applicable
- All Features from the Professional Plan +
- Multi-user portals
- Custom Modules and Buttons
- SalesInbox – Email for salespeople
- Canvas – Visual CRM view
- Auto Responders
- Email Parser
- Data Encryption
- Subforms
- Zia Voice – Conversational AI
- Conditional Fields
- Mobile SDK and App Distribution
- BI Tools – Target meters, Anomaly detectors, Predictive AI
- Free Email, Live Chat and Toll-Free call support
- Paid support plan with a guaranteed response time of 1 hour maximum
Ultimate – $65/user/month (billed monthly) or $52/user/month (billed annually) plus tax, as applicable
- All Features from other plans +
- Advanced customization
- Data enrichment
- Email sentiment
- Automation suggestions
- Enhanced storage
- Dedicated Database cluster
- Free Basic and Classic support
- Exclusive 30-day free trial
Integrations
Extend Zoho CRM’s potential with over 400+ integrations and extensions. Here are some of the popular ones:
- Google G Suite
- Microsoft Office 365
- Google Ads
- Slack
- Mailchimp
- QuickBooks
- PandaDoc
- Xero
- Join.me
- Zoom
- Dropbox
- OneDrive
- Survey Monkey
- Shopify
- PayPal
- Trello
- Eventbrite
- SimplyCast
- GoToMeeting
- AdobeSign
- GoToWebinar
- DocuSign
- Zendesk
- Hubspot
- Zoho Cliq
- Zoho Meetings
- Zoho Finance Suite
- Zoho Mail
- Zoho Desk
- Zoho Writer
- Zoho ShowTime
- Zoho Social
- Zoho Campaigns
- Zoho SalesIQ
- Zoho Projects
- Zoho Creator
- Zoho Analytics
- Zoho Survey
- Zoho Webinar
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
ClearTrip for Business, TDirect, ThinkCre8tive, Pepperstone
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
A go-to product for many businesses of different types and sizes, Zoho CRM is a true leader in the CRM software category. It is easy to use from its contact management module to its customer engagement interface. The platform also includes powerful automation and reporting features. It is great for omnichannel CRM.
Company Email
sales@zohocorp.com
Contact No.
Company's Address
4141 Haciendra Drive
Pleasanton, CA 94588
USA
Zoho CRM Comparisons
Popular Zoho CRM Alternatives
The software analyzed on this page are merely a small sample of our complete CRM Software category and you should remember that there might be more reliable solutions out there. If you would like to ensure you make the wisest choice for your team we definitely encourage you to compare more products first. You may also want to consult our top 10 CRM Software ranking to learn which solutions are now the best ones and leaders in the market.
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