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Zoho CRM Pricing Packages: What’s Included in the Free Plan?

Category: B2B News

In this digital era, it’s almost impossible for your business to remain competitive without using a CRM system. If you want to implement CRM in your sales process, but you’re not yet ready to commit to a long-term subscription, Zoho CRM is one of the solutions you can try for free.

The Zoho CRM pricing plans offer multiple paid options all with a 15-day free trial. In this article, we’ll focus on the features included in the Free Edition. We’ll also highlight the important features found in the different paid plans. Finally, we’ll give you our recommendations so you can figure out which plan is best for your needs.  

zoho crm pricing plans

With the prominence of cloud-based CRM solutions, its ease of integration with other applications, and free plans offered by software companies, businesses large and small alike can easily implement their own CRM and experience its benefits. Consequently, CRM is now the largest software market in the world, and it’s projected to reach $114.4 billion by 2027

Some of the best CRM tools can work wonders for your sales team. Lead scoring, for example, can help your sales reps see which prospects they need to focus on, while CRMs with mobile apps make it possible for your agents to stay in touch with clients while on the go. In a study conducted by Innoppl technologies on the advantages of mobile CRM, 65% of sales reps at companies who have implemented mobile CRM achieved their sales targets, while only 22% from companies who have not adopted a mobile strategy met their quotas.

global CRM market

Overview of Zoho CRM

zoho crm dashboard

Zoho CRM is an omnichannel, cloud-based CRM that lets you increase your team’s productivity by leveraging its features focused on automation, analytics, and artificial intelligence. It is ideal for a variety of users—from individuals to SMEs and large organizations. 

By using predefined workflow rules that automatically trigger actions, Zoho CRM lets you automate repetitive tasks like sending follow-up emails, updating client information and business records, and creating and assigning tasks.

Likewise, there are many benefits to using business intelligence when implementing strategies to grow your business. In the Free Zoho CRM edition, you can receive data that can show you where each customer is in the sales cycle in real-time. There are sales performance metrics, trend analytics, and other charts your team can use to make well-informed decisions. 

Detailed Zoho CRM Review

You can also make critical decisions with the help of Ai-powered features. Zoho uses Zia—an AI-powered sales assistant who helps analyze your data. Zia can give suggestions on when is the best time to follow-up a client or help you make informed decisions based on your company’s sales patterns.

As for mobile apps, Zoho CRM allows you to connect with customers on a variety of communication platforms and capture more leads. You can get real-time notifications when customers interact with your brand on any channel like your different social media accounts.

The software has over 400+ integrations and extensions. Some popular ones include Slack, Google G Suite, Google Ads, Facebook, QuickBooks, Zoom, and Shopify. 

Key Features of Zoho CRM

  • Sales Force Automation
  • Lead Management
  • Account Management
  • Workflow Management
  • Marketing Automation
  • AI-powered Sales Assistant
  • Mobile CRM
  • CRM for Google Apps
  • Social CRM
  • Sales Tracking
  • Analytics
  • Security
  • Developer Platform

Zoho CRM Free Plan & Pricing Packages

1. Free Edition

The Zoho CRM Free Edition is free forever—as their website indicates. There is no free trial period, and you don’t need to contend with forced upgrades. Also, you don’t need to provide your credit card details upon sign up.

What’s included in Zoho CRM Free Edition?

  • Leads
  • Contacts
  • Accounts
  • Tasks, events, call logs, and notes
  • Opportunities / Deals
  • Direct messages
  • Status updates
  • Twitter, Facebook & Google+ integration
  • 10 Email templates
  • Email opt-out

The Free Edition is limited to three users. Even so, you get the essential features similar to marketing automation software such as lead generation, contextual email marketing, automated workflows, and analytics. For instance, when you integrate your website into Zoho CRM, you can keep track of visitors and engage with them online to solicit information in order to enter them effortlessly into your sales cycle.

If you’re struggling to follow-up with clients, you can take advantage of the Free Edition’s email integration. You can view, reply, and send emails by connecting the email addresses of your clients. Furthermore, you can schedule follow-ups, use email opt-out, and create email templates to save time on composing new ones.

Another feature that can take away tasks off your to-do list is automated workflows. Not only will you be able to create workflows with predefined conditions, but you’ll also be able to schedule actions either instantly or for a later time. This feature is especially helpful in handling routine tasks such as sending welcome emails, updating fields in a customer’s details, or scheduling calls.

In addition, you’ll have access to standard reports and analytics charts that can help you gain insights to better manage your business. You can use these key metrics to analyze the effectiveness of your marketing campaigns and sales activities as well as to measure the productivity of your employees.

zoho crm templates

The Zoho CRM Free Edition lets you create up to 10 email templates.

2. Standard Plan

The Standard plan is priced at $18 per user, per month, and billed monthly. You can save 20% if you go for a yearly subscription, which is charged at $12 per user, per month.

What’s included in the Standard plan?

  • All features from the Free Edition
  • Email insights
  • Workflow rules
  • Scoring Rules
  • Business Rules
  • Custom fields
  • Tags and groups
  • Roles and profiles
  • Sales forecasting
  • Charts and KPIs

On top of the essential features provided in the Free Edition, the Standard plan also includes key features for online team collaboration. For example, the Tags and Groups make it easier to organize records by attaching appropriate tags. You can then search for records based on filters and share or assign them to specific team members.

Moreover, email insights allow you to receive notifications once someone interacts with your emails. It can be a powerful tool to help you monitor each customer’s action on the email you sent. You’ll know when a customer opens an email, clicks a link, or downloads an attachment. Plus, you can filter emails by their status on your sales pipeline as well.

zoho crm workflow rules

Workflow rules. Set predefined conditions to automate your business process.

3. Professional Plan

If you opt for the monthly Professional plan, you’ll need to pay $30 per user, per month. You’ll be able to save on your Zoho CRM cost when you choose the yearly subscription since it becomes $20 per user, per month.

What’s included in the Professional plan?

  • All Features from the Standard Plan
  • Validation Rules
  • Automatic Field Updates
  • Social CRM
  • Email integration
  • Webhooks
  • Macros
  • SalesSignals – Real-time notifications
  • Google AdWords integration
  • Blueprint – Process management

Perhaps one of the most helpful features included in this plan is SalesSignal. It provides you with real-time notifications from your leads and current customers. Whenever there’s an interaction between your brand and an individual across multiple channels, you can react or follow-up with them from your Zoho CRM.

Along with SalesSignal, the Blueprint feature in the Professional plan can help you create an online version of your offline processes. For instance, if you’re in the auto repair business, you can make a blueprint showing the different stages your staff and technicians need to go through when dealing with car repair services. They can easily refer to the blueprint when executing a process; thus, improving their efficiency.

zoho crm sales signal

The SalesSignal feature gives you real-time notifications from customers.

4. Enterprise Plan

For a monthly subscription, the Enterprise plan is priced at $45 per user per month. When you choose an annual subscription, the price changes to $35 per user, per month.

What’s included in the Enterprise plan?

  • All Features from the Professional Plan
  • Zia Voice – Conversational AI
  • Custom Modules and Buttons
  • Multi-user portals
  • Canvas – Visual CRM view
  • SalesInbox – Email for salespeople
  • Data Encryption
  • Auto Responders
  • Email Parser

The Enterprise plan is where you can enjoy the benefits of artificial intelligence in the form of Zia—Zoho CRM’s AI companion. AI technologies are changing the face of CRM as they help accomplish mundane tasks that would otherwise require a lot of man-hours. Zia can save you time by fetching the information you need with a simple voice or text command. It can also automate repetitive tasks and take notes while you dictate.

Most importantly, Zia can predict the win probability of every deal you have in your sales pipeline, so your salespeople can focus their efforts on the right target. You’ll also receive real-time updates on anomalies in your sales numbers and activities, which can give you enough time to devise sales strategies and avert a drop in revenue or prepare for a sudden increase in leads.

zoho crm analytics

AI-powered features help you analyze key metrics in your business.

5. Ultimate Plan

The Ultimate plan is only available as a yearly subscription. It’s priced at $100 per user per month.

What’s included in the Ultimate plan?

  • All Features from other plans
  • Automation suggestions
  • Advanced customization
  • Enhanced storage
  • Data enrichment
  • Dedicated Database cluster
  • Email sentiment
  • Free Basic and Classic support

As the name suggests, the Ultimate plan combines all the features of the other plans plus advanced customization options for users. Zia’s version in the Ultimate plan can give you personalized automation suggestions. She will analyze the day-to-day activities of your team members, identify patterns, and make new macro suggestions based on these patterns to help each member accomplish their routine tasks faster.

Along with Zia’s personalized automation suggestions, the email sentiment feature in the Ultimate plan could also help you adapt to some of the email marketing trends of 2020Email sentiment analysis tells you the tone of each email—you can identify angry customers and give them immediate attention. Conversely, you’ll be able to single out emails with a happy tone and maximize its potential to be converted into a sale and add another satisfied customer on your list.

Data enrichment is an advanced feature designed to keep your CRM records up-to-date. Zia will gather all the relevant information from your leads, contracts, and accounts and enrich your records automatically. So, you’ll always have updated records and accurate information, which are crucial to running a successful business.

Which Zoho CRM Plan Is Best for You?

If you are a freelancer or an entrepreneur running a home business, you can opt for the Zoho CRM Free Edition. Since it’s totally free, you can say goodbye to cumbersome spreadsheets without even spending a dime. It already has the essential features that most individuals and small business owners need to make their sales process more efficient.  

Alternatively, paid plans provide more features and customization. However, don’t make decisions based on these alone. It’s best to identify the major problem your organization or sales team is facing and then focus on the features that could solve it. In the end, it all boils down to your business requirements.

If your company is struggling with business opportunities slipping through the cracks, for example, Zoho’s Enterprise plan might be an excellent choice. It has AI-powered sales prediction through Zia, which can make it easier for your sales reps to see which leads they should chase. If you need an efficient way to edit incorrect data in your records, the data enrichment feature found in the Ultimate plan can be the deciding factor when you’re choosing a plan. 

When in doubt, you can always try any of the Zoho CRM paid plans for free for 15 days. Take advantage of this offer to really get a feel for the software.

Louie Andre

By Louie Andre

B2B & SaaS market analyst and senior writer for FinancesOnline. He is most interested in project management solutions, believing all businesses are a work in progress. From pitch deck to exit strategy, he is no stranger to project business hiccups and essentials. He has been involved in a few internet startups including a digital route planner for a triple A affiliate. His advice to vendors and users alike? "Think of benefits, not features."

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