Compare HubSpot CRM vs. Zoho CRM

HubSpot CRM FEATURES

• Customize views
• Deal and Task Board
• Hubspot Marketing Synchronization
• Drag and Drop Communicator
• Email Integration
• Phone Integration
• Website Integration
• Enrichment
• Social Media
• Company Database
• Website Visitors
• Email Connections
• Sidekick Integration
• CRM Details
• Templates, Tracking, and Scheduling

Zoho CRM FEATURES

• Lead Generation & Qualification
• Pipeline Analysis
• Sales Stage & Probability Analysis
• Competitive Analysis
• Real-Time Forecasting
• Quota 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)

• 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

• 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

• Create forms with no coding
• Set rules to simplify lead distribution
• Upload forms live instantly
• Catch leads directly into your CRM

• 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 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

• 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

• 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

• Business Card View
• Quick glance at important details of the contact without scrolling or searching
• Customize fields

• 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

• 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

• 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

• 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

• Custom Modules, API, Webhooks and Custom Functions
• Create campaigns, email marketing & autoresponders
• Enable security controls, organizational hierarchy & territories

HubSpot supports integrations with the following business systems and applications:

• GoToWebinar
• Salesforce
• Pocket
• Instapaper
• Magento
• Zapier
• Wistia
• LeadPages
• SurveyMonkey
• Shopify
• Brightinfo
• Invoca
• SlideShare
• Eventbrite
• WordPress
• Google Chrome
• Google Drive
• DropBox
• Sidekick
• Base CRM
• Pipedrive CRM
• Bigcommerce
• Snapengage
• Gravity Forms
• DataHero
• Wufoo Forms
• Uberflip
• Netsuite
• Zoho CRM
• SugarCRM
• ReadyTalk
• GoChime
• Zerys
• Scripted
• Microsoft Dynamics
• Membrain
• RelateIQ
• Perfect Audience
• HelloSign
• Appcues
• Infer

You can extend Zoho CRM by integrating it with some of the following applications:

• Zoho Mail
• Zoho Creator
• Zoho Finance Suite
• Zoho PhoneBridge
• Zoho Projects
• Zoho Campaigns
• Zoho SalesIQ
• Zoho Cliq
• Zoho Analytics
• Zoho Survey
• Zoho Desk
• Zoho Forms
• Zoho Writer
• Zoho Motivator
• Zoho Meeting
• Google G Suite Integration
• Gmail
• Google Ads Integration
• Microsoft Outlook
• Microsoft Office 365
• Plug-in for MS Word
• QuickBooks
• MailChimp
• Contactology
• Coconect
• Constant Contact
• Zopim
• Twitter
• Facebook
• vWorkApp
• ClickDesk
• ExactTarget
• HelpOnClick
• gUnify
• OneSaaS
• Socket
• TeamSupport.com
• GetResponse
• Wufoo
• SimplyCast
• CloudWork
• Unbounce

Free

• Lead analytics dashboard
• Lead flows
• Collected forms
• Contact activity
• Contact management
• Contact & company insights

Starter – $50/month

• All Free features, plus:
• HubSpot branding removed
• Custom form fields
• Phone & email support

Basic – Starting at $200/month (billed annually)

• All Starter features, plus:
• Blog & content creation tools
• SEO & content strategy
• Mobile optimization
• Social media
• Email marketing
• Calls-to-action
• Landing pages
• Analytics dashboards
• Standard SSL certificate
• Subdomain availability
• Limited to 3,000 website sessions/month

 Professional – Starting at $800/month (billed annually)

• All Basic features, plus:
• Marketing automation
• Goal-based nurturing
• Salesforce integration
• Smart content
• Attribution reporting
• User roles
• A/B testing
• Comes with unlimited website sessions

Enterprise – Starting at $2,400/month (billed annually)

• Custom revenue reporting
• Custom event reporting
• Custom event triggers
• Predictive lead scoring
• Contacts reporting
• Company reporting
• Event-based segmentation
• Comes with unlimited website sessions

Zoho CRM offers a free edition and per user monthly subscription plans that are billed annually. All major cards and bank or check transfer are accepted. There is also a great free trial plan that you can try out. These are the SMB and enterprise pricing plans to choose from:

Free Edition – Up to 3 users

• Leads
• Contacts
• Accounts
• Opportunities
• 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
• Several other features

Standard – $18/user/month (billed monthly) $12/user/month (billed annually) plus tax, as applicable

• All features from Free Plan +
• Workflow rules
• Scoring rules
• Webforms
• Sales forecasting
• Custom fields
• Roles and profiles
• Document library
• Charts and KPIs
• Secure, encrypted transmission
• Call center connectors

Professional – $30/user/month (billed monthly) or $20/user/month (billed annually) plus tax, as applicable

• All Features from the Standard Plan +
• Social CRM
• Blueprint – Process management
• Macros
• Email integration
• Inventory management
• Google AdWords integration
• Sales signals
• Unlimited records

Enterprise – $45/user/month (billed monthly) or $35/user/month (billed annually) plus tax, as applicable

• All Features from the Professional Plan +
• Multi-user portals
• Custom modules and buttons
• Encryption at Rest
• Subforms
• Zia Voice – Conversational AI
• Conditional fields
• Mobile SDK and app distribution
• Target meters, Anomaly detectors, Predictive AI

Ultimate – $100/user/month ( billed annually)

• All Features from other plans +
• Data enrichment
• Email sentiment
• Automation suggestions
• Enhanced storage
• Dedicated Database cluster
• Free Premium support