Zoho CRM
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
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
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
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
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
Lead Management and Sales Automation
- Automatic lead capture from multiple sources using APIs
- Inbuilt cloud telephony with call recording and call tracking
- Inbuilt communication channels like call, SMS, Email, WhatsApp for engagements
- AI-based predictive lead scoring and pipeline analysis
- Lead journey engagement automation across sales cycle
- Automatic alerts, triggers and notifications
- Data Imports and exports
- Follow-ups reminders and notifications for calls, meetings, etc.
Mobile CRM (for sales)
- Real time access to customer data
- Create, update tasks, schedule follow ups and meetings on the go
- Geo tagging to track field executives’ real time
Marketing Automation
- Nurture leads via contextual and personalized automated communications
- Use Content Manager to create personalized templates for SMS, Email and WhatsApp
- Inbuilt landing Page editor
- Campaign scheduling over SMS and Email
- Drip campaigns
- Bulk SMS and Emails
Ticketing system/Helpdesk
- Multiple ticket SLAs
- Ticket Auto Reply/ Notifications
- SLA breach notifications
- API ticket creation with auto assignment
- Custom stages
- Ticket dashboard
Customer Success Management
- Payment gateway integration using API
- Transaction fields customization and tags creation
- Renewal Automation
- Dashboard to track past purchase, recurring payments, dues, etc.
Dashboards and analytics
- Sales dashboard to track revenue – by source, location, teams, lead owner, etc.
- Performance and productivity report for sales, customer support and success teams
- Marketing campaigns report to measure engagements
- 360° view of customer journey
Pricing Info
Corefactors offers different enterprise pricing plans suited for different scales of businesses. A 7-day free trial with 1,000 credits is available.
Seed – $37 per month
- Up to 3 Users
- Marketing Box
- Lead Box
- 50,000 Data Management Entries
- 25 Content Management Templates
- SMS/Email Campaign
- 3 Direct Integrations
- Standard Field Customization
- Custom Lead Stages
- Standard Lead Dashboard
- Inbuilt Comms (SMS/Email)
- Manual Ticket Creation
- One Time Free 100 SMS/Emails per Account
Sapling – $57 per month
- All Features in Seed +
- Success Box
- Reports
- 100,000 Data Management Entries
- 50 Content Management Templates
- Landing Page Editor
- Marketing Automation
- 5 Direct Integration
- 5 API Webhook Integration
- Leads Automation
- Custom Field Customization
- Automated Lead Stages
- Custom Lead Dashboard
- Auto Reply / Call Connect
- One Virtual No. (Landline) Inbuilt Cloud Telephony
- Sales Automation
- Lead Journey
- 3 Levels Hierarchy
- Automated Ticket Creation
- Landing Page & API Ticket Creation
- Standard Group Configuration
- Auto Reply / Notifications
- Ticket Notifications
- One-Time Free 500 SMS/Emails/Calls per Account
Tree – $112 per month
- All Features in Sapling +
- 200,000 Data Management Entries
- 100 Content Management Templates
- 10 Direct Integration
- 10 API Webhook Integration
- Advanced Field Customization
- AI-Enabled Lead Stages
- Advanced Lead Dashboard
- Automated Inbuilt Cloud Telephony
- Up to 10 Lead Journey
- Third-party API
- Two-Factor Authentication
- Advanced Multi-Level Hierarchy Implementation
- RevOps Enabled Ticket Creation
- Advanced Group Configuration
- RevOps Sales & Finance Team
- One-Time Free 1,000 SMS/Emails/Calls per Account
Enterprise – By quote
- Custom Solutions
Unlimited Calling Plans
Integrations
Corefactors integrates with different types of third-party apps such as:
- Wix
- Gmail
- Exotel
- 99acres
- Zapier
- Zoho
- Shopify
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Ketto, First Advantage, Impact Guru
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
Corefactors is an AI CRM that integrates advanced functions like sales, marketing, and customer success management into one platform.
Company Email
sales@corefactors.in
Contact No.
Company's Address
Corefactors
Krishna Reddy Building, Corefactors, #43/1, 3rd Floor,Doddanekundi Main Rd, Bengaluru, Karnataka,
India
Corefactors Comparisons
Popular Corefactors Alternatives
If you research different CRM Software solutions you shouldn’t only explore their features list and provided pricing packages. Keep in mind the app should be adjusted to your needs and company so the more flexible their offer the better. Explore which OSes are supported by Zoho CRM and Corefactors and be certain you will obtain mobile support for whichever devices you use in your company. It may also be a good idea to learn which languages and countries are supported, as this might be a deal breaker for many firms.
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