Zoho CRM Versions – Deciding on the Best One

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Karen

zoho crmI receive a lot of inquiries about Zoho’s product line. In a previous post I outlined Bigin, the entry level Zoho product. In this post I’d like to give a quick comparison of the Zoho’s full-scale CRM products.

Whether you’re ready to simply replace your existing maze of spreadsheets and scattered notes, or want a full-scale CRM that can run literally every aspect of your business, Zoho has a product for you.

Zoho CRM comes in four flavors; there are literally hundreds of features but here’s a simple comparison of the basic Zoho features by version:

Zoho CRM Free Zoho CRM Standard Zoho CRM Professional Zoho – Enterprise Zoho One
Pricing/year 0 168 276 480 444
Pricing/month 20 35 50 45
Custom Fields 0 10/module 155/module 300/module 300/module
Import Level (Rows) 1,000 10,000 20,000 30,000 No Limit
Daily Send 0 250 500 1000 1000
Storage 1 GB 1 GB 5 GB 10 GB 10 GB
Records 100,000 No Limit No Limit No Limit No Limit
Canvas View No Yes Yes Yes Yes
Products No No Yes Yes Yes
Sales Quotes No No Yes Yes Yes
Invoices No No Yes Yes Yes
Vendors No No Yes Yes Yes
Cases No No Yes Yes Yes
Products Module No No Yes Yes Yes
Email Templates 10 100 No Limit No Limit No Limit
Mass Email 0 250/day/org 500/day/org* 1000/day/org 1000/day/org
Standard Reports No Yes Yes Yes Yes
Custom Reports 0 100 No Limit No Limit No Limit
Standard Dashboards No Yes Yes Yes Yes
Custom  Dashboards 0 10 No Limit No Limit No Limit
Web Forms 1/module 5/module 10/module 20/module 20/module

Need help decided which Zoho version best suits your needs? Give the Zoho consultants a call today at 561.470.5450 x1.

Comments

8 responses to “Zoho CRM Versions – Deciding on the Best One”

  1. Karen Avatar
    Karen

    Based on your comments I think you are best suited for the Standard edition of Zoho CRM ($168/year or $20/month). Here’s a link to the trial. When you first log in remember to click the “add sample data” link; it’s easier to try out Zoho with a little data in there. It’s super easy to remove all of the sample data later when you are ready to start adding your own data.

    Bigin will not allow you to import your histories plus Bigin limits the amount of data it can contain. It’s better suited for those with smaller Act databases (1-3K or contacts, mostly with 1 or 2 Notes at most).

  2. Jason Avatar
    Jason

    I have a small Act database and my needs are simple. I need my Notes and Histories brought over from Act and I have a few customized fields. Should I move from Act to Bigin or Zoho?

  3. Karen Avatar
    Karen

    Hi Kevin, thanks for stopping by Tech Benders.

    Based on your situation I’d recommend one of two options:
    • Zoho Standard ($168/year or $20/month). It will allow you to add 10 custom fields and 250 templated emails/day. The emarketing is easy but fairly basic; you will get all the reports you’d typically need. If you end up needing more bells and whistles you can always move up to Zoho Professional or Zoho One without fear of losing any of your data.
    • Zoho One ($444/year or $45/month). This gives you the Enterprise (highest) level of Zoho CRM plus 50+ other apps for everything from a docusign clone to remote meeting software. This comes with Campaigns which allows you to send up to 100,000 emails/month via true campaigns (ie, if it’s opened do this, if not do that, etc).

  4. Kevin S Avatar
    Kevin S

    Hi,

    I am a single user. I’m going outside of my organization for my prospecting and going to do it on my own. I need a total of 6 customized fields: 1) Liability Insurance Carrier, 2) Liability Insurance Expiration Date, 3) Worker’s Compensation Insurance Carrier, 4) Worker’s Compensation Insurance Date, 5) Group Medical Insurance Carrier, 6) Group Medical Insurance Date. The main thing I am looking to do is to manage my Top 200 prospects for email drip campaigns for multiple emails within the targeted prospect.

    What is the best Zoho version for me?

  5. Karen Avatar
    Karen

    Hi Margo,

    So glad you reached out. I know you will be happy with Zoho and I think we’re making a lot of progress thus far!

  6. Karen Avatar
    Karen

    I think you are a perfect candidate for one of the Zoho products. They have great, free, mobile apps and all your data would easily import from Outlook. As far as functionality there are numerous versions ranging from free to “all bells and whistles” at $444/year. If you want to move back to Act! they have the cloud ($360/year) and the Desktop ($450/year) versions but I’m going to assume there’s a reason you left Act! in the first place, and why you aren’t happy with Outlook. If you can share that information I’ll be in a better spot to advise you.

    These blog articles on Bigin and Zoho CRM will give you a better idea of the basic functionality. There are many, many more features in the Zoho products; again, tell me what you are looking for.

  7. Margo T Avatar
    Margo T

    I’d like to discuss working with your company to consult on optimizing our existing Zoho implementation as well as a future potential ACT data migration into Zoho.

  8. Mike M Avatar
    Mike M

    I am a former act user and looking to move my current MS outlook database into a more useful tool with mobile usability being one of the primary functional choices. Any suggestions?

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