Zoho CRM vs Xactly Incent Pro 2026 Comparison

Zoho CRM

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

Zoho CRM

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

Learn more about Zoho CRM pricing

Integrations

Zoho CRM

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
Facebook
LinkedIn
Whatsapp
WeChat
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

email

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.