Why choose Zoho CRM over Salesforce

Zoho CRM’s biggest forte is ease of use and quick implementation time. With Zoho CRM, sales executives can

start selling right away, without training studiously and learning the CRM. Zoho CRM has a no contract flexible

pricing model, that allows you to break the contract anytime, saving you from a vendor lock-in. Also, you do not

overpay for the features that you don’t need.

While premium (paid) technical support is one of the most fundamental requirements for a large business, it

should not come at the extent of breaking banks. With Zoho CRM’s Premium and Enterprise Support, avail

unparalleled technical support at a fraction of the cost. All these translate to ROI in real quick time, and help

scale your business to greater heights.

www.zoho.com/crm 2

Zoho CRM vs Salesforce CRMEdition Comparison

FEATUREZoho CRMStandard

SalesforceEssentials

Zoho CRMProfessional

SalesforceProfessional

Zoho CRMEnterprise

SalesforceEnterprise

Zoho CRMUltimate

SalesforceUnlimited

PRICING

Billed Annually$12

Per user/month$25

Per user/month$20

Per user/month$75

Per user/month$35

Per user/month$150

Per user/month$100

Per user/month$300

Per user/month

Billed Monthly $18/user - $30/user - $45/user - - -

SALES FORCE AUTOMATION

Leads P P P P P P P P

Contacts P P P P P P P P

Accounts P P P P P P P P

Deals P P P P P P P P

Tasks, log a call,calendar, and notes P P P P P P P P

www.zoho.com/crm 3

FEATUREZoho CRMStandard

SalesforceEssentials

Zoho CRMProfessional

SalesforceProfessional

Zoho CRMEnterprise

SalesforceEnterprise

Zoho CRMUltimate

SalesforceUnlimited

CRM views P - P P P P P P

Sales forecasting P - P P P P P P

Macros - - P - P P P P

Multiple currencies - - - P P P P P

Contextual custom related lists - - - P P P P P

Advanced filters P P P P P P P P

Scoring Rules 10 rules/module - 20 rules/module P 30 rules/module P 30 rules/module P

Reminders P P P P P P P P

Web-to-lead form P P P P P P P P

Web-to-contact form P P P P P P P P

Notify owner for webforms P - P - P - P -

Unsubscription form P P P P P P P P

Autoresponse Rule P - P P P P P P

Custom process builder - Blueprint

- P P P P P P P

www.zoho.com/crm 4

FEATUREZoho CRMStandard

SalesforceEssentials

Zoho CRMProfessional

SalesforceProfessional

Zoho CRMEnterprise

SalesforceEnterprise

Zoho CRMUltimate

SalesforceUnlimited

SELL ON THE MOVE

Mobile Application P P P P P P P P

Check-ins for customer meeting P P P P P P P P

Locate prospects nearby P - P - P - P -

Geo-locate customers P - P P P P P P

Voice Notes P P P P P P P P

Log Calls P P P P P P P P

Complete offline mobile functionality P P P P P P P P

EMAIL

Zoho Mail Add-on - - P - P - P -

IMAP - $ P $ P $ P $

Email Authentication P P P P P P P P

Email Insights P P P P P P P P

BCC Dropbox P P P P P P P P

Attachments in Email P P P P P P P P

www.zoho.com/crm 5

FEATUREZoho CRMStandard

SalesforceEssentials

Zoho CRMProfessional

SalesforceProfessional

Zoho CRMEnterprise

SalesforceEnterprise

Zoho CRMUltimate

SalesforceUnlimited

Email Sharing - $ P $ P $ P $

Email Parser - $ - $ P $ P $

Email Association with Deals - P P P P P P P

Individual Email P P P P P P P P

Zoho SalesInbox - - - - P - P -

Plug-in for Microsoft Outlook - - P P P P P P

CRM for Office 365 P P P P P P P P

TELEPHONY

Single-click dialling P P P P P P P P

Automatic call logging P P P P P P P P

Call Recording P P P P P P P P

Contextual Call pop-ups P P P P P P P P

Call Analytics P P P P P P P P

www.zoho.com/crm 6

FEATUREZoho CRMStandard

SalesforceEssentials

Zoho CRMProfessional

SalesforceProfessional

Zoho CRMEnterprise

SalesforceEnterprise

Zoho CRMUltimate

SalesforceUnlimited

SOCIAL

Enrich data with Twitter profile P P P P P P P P

Enrich data with Facebook profile P P P P P P P P

Social tab 1 Brand - 1 Brand - 2 Brands - 2 Brands -

Automated Lead Generation from social media P - P $ P $ P $

Social interaction with leads/contacts P P P P P P P P

Social Lite (by Zoho) P - P - P - P -

LIVE CHAT AND VISITOR TRACKING*

Track and engage website visitors P $ P $ P $ P $

Visitor segmentation in CRM P $ P $ P $ P $

Website visitor reports P $ P $ P $ P $

PORTALS

Portals - - - - P $ P $

SALESSIGNALS

Real-time notification system - - P - P - P -

www.zoho.com/crm 7

FEATUREZoho CRMStandard

SalesforceEssentials

Zoho CRMProfessional

SalesforceProfessional

Zoho CRMEnterprise

SalesforceEnterprise

Zoho CRMUltimate

SalesforceUnlimited

PRODUCT CUSTOMIZATION

Page customization P - P P P P P P

Rename tabs P - P P P P P P

Custom fields P P P P P P P P

Custom links - - P P P P P P

Web tabs - - - P P P P P

Custom modules - - - - P - P -

Custom buttons - - - P P P P P

Sandbox - - - - P $ P 1

Page layouts - - - P P P P P

Canvas view - - - - P - P -

Layout Rules - - - P P P P P

Subforms - - - - P $ P $

Translations - - - P P P P P

Reporting Hierarchy - - - - P P P P

www.zoho.com/crm 8

FEATUREZoho CRMStandard

SalesforceEssentials

Zoho CRMProfessional

SalesforceProfessional

Zoho CRMEnterprise

SalesforceEnterprise

Zoho CRMUltimate

SalesforceUnlimited

Multi-select Lookup - - - P P P P P

Custom list views P - P P P P P P

Tab groups 10 groups - 10 groups - 25 groups - 50 groups -

Copy Customization P - P $ P $ P $

Formula field - P P P P P P P

WORKFLOW MANAGEMENT

Workflow rules6 rules/module,

5 conditions/rule-

20 rules/module,5 conditions/rule

-50 rules/module,

10 conditions/rule

2000 objects,500 rules/object,50 active rules/

object

50 rules/module,50 conditions/

rule

2000 objects,500 rules/object,50 active rules/

object

Email Notification P P P P P P P P

Task Action 5/action - 5/action - 5/action 10 5/action 10

Field update Action - - 3 updates/action - 3 updates/action 10 3 updates/action 10

Webhook Action - - P - P P P P

Functions using Deluge script - - - - P - P -

Scheduled Actions - - - - P P P P

Approval process - - - - P P P P

www.zoho.com/crm 9

FEATUREZoho CRMStandard

SalesforceEssentials

Zoho CRMProfessional

SalesforceProfessional

Zoho CRMEnterprise

SalesforceEnterprise

Zoho CRMUltimate

SalesforceUnlimited

Assignment rules - -20 rules & 20 rule entries

2000/org20 rules & 50 rule entries

2000/org50 rules & 100

rule entries2000/org

Schedules - - - - P P P P

Case escalation rules - P - P P P P P

MARKETING AUTOMATION

Email templates 100 P Unlimited P Unlimited P Unlimited P

Email opt-out P P P P P P P P

Mass email P - P P P P P P

Mass email followups - - P - P - P -

Schedule mass email followups - - P - P - P -

Marketing campaigns P - P P P P P P

Auto-responders - - - P P P P P

Unsubscription forms P P P P P P P P

Zoho CRM for Google Ads - - P - P - P -

ARTIFICIAL INTELLIGENCE (Powered by Zia)

Lead Conversion Prediction - - - - P $ P $

www.zoho.com/crm 10

FEATUREZoho CRMStandard

SalesforceEssentials

Zoho CRMProfessional

SalesforceProfessional

Zoho CRMEnterprise

SalesforceEnterprise

Zoho CRMUltimate

SalesforceUnlimited

Deal Closure Prediction - - - - P $ P $

Data Enrichment - - - - $ $ $ $

Zia Voice - - - - P - P -

Zia Reminder - - - - P - P -

Best time to contact - - - - P - P -

Macro suggestion - - - - P - P -

Zia Intelligence for Automation - - - - P - P -

ANALYTICS

Chart P P P P P P P P

KPI P - P - P P P P

Funnel - - - - P P P P

Target Meter - - - - P P P P

Comparator - - - - P - P -

Anomaly Detectors - - - - P P P P

Standard dashboards P - P 3 views P 3 views P 3 views

www.zoho.com/crm 11

FEATUREZoho CRMStandard

SalesforceEssentials

Zoho CRMProfessional

SalesforceProfessional

Zoho CRMEnterprise

SalesforceEnterprise

Zoho CRMUltimate

SalesforceUnlimited

Custom dashboards 10 dashboards - Unlimited - Unlimited 5 Dashboards Unlimited 10 Dashboards

REPORTS

Standard reports P - P P P P P P

Custom Reports 100 - Unlimited 50 Unlimited 200 Unlimited 2000

Schedule Reports

20 schedulers/user

Maximum 100 schedulers/day.

-

20 schedulers/user

Maximum 100 schedulers/day.

1/hour

20 schedulers/user

Maximum 100 schedulers/day.

1/hour

20 schedulers/user

Maximum 100 schedulers/day.

2/hour

TEAM COLLABORATION

Gamescope - - P $ P $ P $

Calendar P P P P P P P P

Calendar sync through CalDAV P - P - P P P P

Status updates P P P P P P P P

Direct messages P - P P P P P P

Feeds P P P P P P P P

Attach files to feeds P P P P P P P P

www.zoho.com/crm 12

FEATUREZoho CRMStandard

SalesforceEssentials

Zoho CRMProfessional

SalesforceProfessional

Zoho CRMEnterprise

SalesforceEnterprise

Zoho CRMUltimate

SalesforceUnlimited

Follow-up rules P - P - P - P -

Groups for team collaboration P P P P P P P P

Tagging P P P P P P P P

DOCUMENT LIBRARY

Folder sharing P - P P P P P P

Attach documents P P P P P P P P

File versioning P - P - P - P -

Reviews P - P - P - P -

INVENTORY MANAGEMENT

Products - - P P P P P P

Price books - - P P P P P P

Sales quotes - - P P P P P P

Sales orders - - P P P P P P

Invoices - $ P $ P $ P $

Vendors - - P P P P P P

www.zoho.com/crm 13

FEATUREZoho CRMStandard

SalesforceEssentials

Zoho CRMProfessional

SalesforceProfessional

Zoho CRMEnterprise

SalesforceEnterprise

Zoho CRMUltimate

SalesforceUnlimited

Purchase orders - - P P P P P P

CUSTOMER SUPPORT

Cases - P P P P P P P

Solutions - - P P P P P P

Web-to-case form - P P P P P P P

Business hours P P P P P P P P

DATA ADMINISTRATION

Data storage (all modules) 100,000 records10 GB per

organizationUnlimited

10 GB per Org.20 MB per user

Unlimited10 GB per Org.20 MB per user

Unlimited10 GB per Org.

120 MB per user

Import data P P P P P P P P

Export module data P - P P P P P P

Data backup P P P P P P P P

Import history Past 60 days - Past 60 days - Past 60 days - Past 60 days -

SECURITY ADMINISTRATION

Profiles P P P P P P P P

www.zoho.com/crm 14

FEATUREZoho CRMStandard

SalesforceEssentials

Zoho CRMProfessional

SalesforceProfessional

Zoho CRMEnterprise

SalesforceEnterprise

Zoho CRMUltimate

SalesforceUnlimited

Organizational hierarchy (Roles) P - P - P P P P

Field-level security - - P P P P P P

Groups P P P P P P P P

Record-level sharing - - - P P P P P

Data Encryption (EAR) - P - P P P P P

Territory management - - - - P P P P

Audit Logs P P P P P P P P

Allowed IPs P P P P P P P P

GDPR Compliance Settings P P P P P P P P

FILE STORAGE

Free storage/org 1 GB 1 GB 1 GB 10 GB 1 GB 10 GB 5 GB 10 GB

Free storage/user license 512 MB - 512 MB 512 MB 1 GB 2 GB 1 GB 2 GB

Additional storage $4 /month/5GB - $4 /month/5GB - $4 /month/5GB - $4 /month/5GB -

CATALYST

Mobile Apps - - - - P - P -

www.zoho.com/crm 15

FEATUREZoho CRMStandard

SalesforceEssentials

Zoho CRMProfessional

SalesforceProfessional

Zoho CRMEnterprise

SalesforceEnterprise

Zoho CRMUltimate

SalesforceUnlimited

Mobile Device Management - - - - P P P P

Web Apps - - - $ P $ P P

DEVELOPER TOOLS

Mobile SDK - - - - P P P P

Widgets - - - - P $ P $

Connections - - - - P - P -

API100000 credits/

day/org-

200000 credits/day/org

1000 calls/day/license

500000 credits/day/org

1000 calls/day/license

1000000 credits/day/org

5000 calls/day/license

ADD-ONS & INTEGRATIONS **

CRM Marketplace (Extensions for Zoho CRM) P - P - P - P -

Zoho PhoneBridge for Call Centers P - P - P - P -

Integration with Zoho Motivator P - P - P - P -

Integration with Zoho Campaigns P - P - P - P -

Integration with Zoho Analytics P - P - P - P -

Integration with Zoho Projects P - P - P - P -

www.zoho.com/crm 16

FEATUREZoho CRMStandard

SalesforceEssentials

Zoho CRMProfessional

SalesforceProfessional

Zoho CRMEnterprise

SalesforceEnterprise

Zoho CRMUltimate

SalesforceUnlimited

Integration with Zoho SalesIQ P - P - P - P -

Integration with Zoho Desk P - P - P - P -

Integration with Zoho Cliq P - P - P - P -

Integration with Zoho Survey P - P - P - P -

Integration with Zoho Social P - P - P - P -

Integration with Zoho Forms P - P - P - P -

Zoho Mail Add-on - - P - P - P -

Zoho Writer Add-on - - P - P - P -

Zoho Finance Suite Integration - - P - P - P -

Zoho Creator Integration - - - - P - P -

Plug-in for Microsoft Outlook - P P P P P P P

Plug-in for Microsoft Office - - P - P P P P

Slack Integration P - P P P P P P

www.zoho.com/crm 17

FEATUREZoho CRMStandard

SalesforceEssentials

Zoho CRMProfessional

SalesforceProfessional

Zoho CRMEnterprise

SalesforceEnterprise

Zoho CRMUltimate

SalesforceUnlimited

INTEGRATION WITH GOOGLE APPS

CRM Contextual gadget for Gmail P - P - P - P -

Export events to Google Calen-dar P P P P P P P P

Export to Google Tasks P - P - P - P -

CRM Web forms for Google Sites P P P P P P P P

Synchronize Google Calendar P - P P P P P P

Synchronize Google Contact P - P - P - P -

www.zoho.com/crm 18

Customer Support - Zoho CRM

Classic Support

Premium Support Enterprise Support

Price Free 20% of license fee 25% of license fee

Availability All customers All customers Customers with >25 users

Response time 8 hours 3 hours 1 hour

Phone Support 8/5 24/5 24/7

Live Chat 8/5 24/5 24/7

Dedicated Customer Relationship Manager - - P

Onboarding Support - P P

Quarterly Report [Feature usage + Feature Recommendation]

- - P

www.zoho.com/crm 19

Customer Support - Salesforce

Standard Premier Premier + Priority

Price Free 20% of license fee 30% of license fee On demand

Response time 2 days 1 hour 1 hour 15 minutes

Phone Support - 24/7 24/7 24/7

Online Support 12/5 - Email only 24/7 24/7 24/7

Technical Account Manager - - - $

P Indicates the feature is available in this version.

- Indicates the feature isn’t available in this version.

$ Indicates that the feature is available as a paid add-on.

www.zoho.com/crm 20

Ready to try Zoho CRM for your team?

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Last updated on: March 20, 2020The information contained in this document represents the current views of Zoho CRM as of the date of the publication. Zoho CRM and Yeezy Software cannot

guarantee the accuracy of any information presented after the date of the publication. This document is for information only. Zoho CRM and Yeezy Software makes no warranties expressed or implied in this document. The names and logos for Zoho are trademarks of Zoho Corp.

© 2020, Yeezy Software LLC. All rights reserved.

We save over 70% per year since switching from Salesforce

to Zoho CRM. Our bottom line has increased by over $100K

per year from the cost savings alone. When I tell people that

we changed CRMs, they're shocked. They think that Salesforce

is the only platform on the market that can accommodate the

complexity of our business. And that's just not true.

Alex TolbertFounder/CEO Bernard Health

For sales and inquiries, contact:

Yeezy Software+1-561-990-2874

sales@yeezysoftware.comwww.yeezysoftware.com/zoho-crm