Discover the right Zoho CRM plan
Not sure which CRM edition to select or which features suit your business? We've made it easy for you.
Introducing Edition Selector!
Take our Edition Selector quiz and select the CRM features that your business needs. Based on your inputs, we'll recommend the edition that suits you best so you can make the best purchase decision.
Start QuizHow does the quiz work?
- 1. We'll assess your needs across various functional areas, like sales force automation, process management, CRM analytics, and more.
- 2. Within each area, we'll ask you to select specific features you're interested in.
- 3. After you submit the quiz, you'll see instant results, along with a suggested edition.
Note: Everyone's requirements are unique, and we get that not all features are equally important to you. If you see a feature you're not sure about or one that simply isn't high on your priority list, select "Maybe" and we'll take that into account!
What are you looking for?
Sales force automation:
Enables you to manage leads, accounts, contacts, and deals, in addition to providing workflows to automate all routine tasks. Also includes features like sales forecasts, multi-currency selling, user-dedicated portals, and more.
CRM customization:
Provides no-code tools that enable you to customize modules, fields, layouts, and sales pipelines. Also includes key features like sandbox environments for testing and deploying bug-free customizations.
Marketing automation:
Helps you manage and measure campaigns with automated follow-ups, mass mailing, and Google Ad integration. Additional helpful features are behavioral segmentation and marketing attribution.
Webforms:
Capture high-quality lead information with customizable forms. Advanced features include webform analytics and A/B testing.
Reports and analytics:
Includes customizable sales dashboards, performance analytics, and advanced KPIs, along with business anomaly detection.
Email management:
Starting from IMAP integration, you can prevent emails from landing in spam folders, auto-extract lead information from emails, and much more.
Data security and compliance:
Secure your CRM with data encryption, two-factor authentication, IP restriction, and more. Stay compliant with GDPR or HIPAA standards as needed.
Sales process management:
Ensure everyone in your team follows a standard sales process, set up rules for data approvals and reviews, build personalized customer journeys, and much more.
AI sales assistant:
Zia, Zoho's AI assistant, fetches sales data, generates reports upon voice command, provides upcoming forecasts, detects business anomalies, and more. You can also get competitor alerts and recommendations on the best products to sell your customers.
Developer space access:
Helps you build and deploy your own version of CRM with APIs, mobile SDKs, web SDKs, and other developer tools.
Inventory management:
Generate quotes, invoices, and sales and purchase orders. Manage your products, vendors and define price books to manage fixed and variable product pricing.
Marketplace extensions and integrations:
Easily integrate with platforms like Google, Microsoft, Slack, and Zoho's own suite of products, along with access to over 750 third-party extensions.
Are you looking to automate your business sales process?
Please scroll through the options in your right pane to select features
* Zoho CRM offers the following sales force automation features across all paid editions:
Set up cadences to automate and streamline lead follow-up sequences in one place without creating multiple workflows
Manage your sales cycle with leads, accounts, contacts, and deals
Activities to manage daily tasks, calls, and meetings
Calendar bookings to schedule meetings and calls
Feeds for team collaborations and discussions
Social profiles to manage customers' social media interactions
Reminders
Standard scoring rules to qualify your prospects
Automatic field updates
Workflow rules to execute condition-based actions
Automated record stage conversions
Do you need to analyze business performance with reports, dashboards, and analytics?
* Zoho CRM offers the following analytics features across all paid editions:
Standard reports
Custom reports and dashboards
Would you like to manage your marketing efforts through CRM?
* Zoho CRM provides the following marketing automation features across all paid editions:
Campaigns to manage marketing activities
Mass emailing
Would you like to use AI to enhance your sales operations?
Please have a look at the AI features on your right pane and make a choice* Zoho CRM provides the following AI features:
Voice of the Customer helps you improve customer satisfaction by analyzing multichannel customer feedback and generating actionable insights
Churn predictions help you retain customers by anticipating churn in advance and recommending actions to bridge any gaps
Strategy Influencer helps you devise effective business strategies by identifying growth variables, analyzing business goals, predicting achievable targets, and detecting pull-down factors
Zia Voice to get info on CRM modules via voice commands
Best time to contact suggestions
Conversion predictions for deals
Trend analysis to stay notified of business trends and anomalies
Data enrichment for data accuracy
Product recommendations and analytics
Workflow and assignment rule suggestions
Zia Competitor to get notified when a competitor is mentioned in mail
Are you looking to manage your inventory through CRM?
Please look at the Inventory management features on your right pane and make a choice* Zoho CRM provides the following inventory management features:
CPQ - Automated quote management system
Use the product configurator to auto-add and sell mandatory products with mainline items and suggest related products during quote creation
Use price rules to apply discounts and offers on quoted items automatically using unique pricing conditions you set
Use guided selling to help sales reps match customer requirements to the most relevant products or services
Create a library of products and manage their sales
Create price books to define fixed and variable rates for your products
Generate quotes and sales orders
Invoice management
Vendor management
Do you need to set up complex data security and data-sharing rules?
* Zoho CRM offers the following security management features across all paid editions:
Profiles to manage data access permissions
Roles for hierarchy-based data access
GDPR compliance settings
HIPAA compliance settings
Allowed IPs to restrict unauthorized IPs
Do you have a lot of customization requirements?
* Zoho CRM offers the following customization features across all paid editions:
Custom fields and layouts
Multiple sales pipelines to manage various sales processes
Do you need your CRM to support business process requirements?
Does your business use webforms to capture lead information?
* Zoho CRM offers the following features across all paid editions:
Forms for leads/contacts
Would you like advanced email management features?
* Zoho CRM offers the following features across all paid editions:
Email insights
Office 365 integration
Are you looking to integrate CRM with Google, Microsoft, and other Zoho tools?
Please scroll through the options in your right pane to select features
* Zoho CRM offers the following integrations across all paid editions:
CRM Marketplace with access to over 750 third-party extensions
Google Workspace
Google Calendar + contact syncing (for Google users)
Slack
Visitor tracking with Zoho SalesIQ
Zoho Survey
Zoho Desk
Zoho Projects
Zoho PhoneBridge
Zoho Analytics
Zoho Campaigns
Zoho Meeting
Zoho Directory
Are you interested in developing your own add-ons, integrations, or APIs?
* Zoho CRM offers the following features across all paid editions:
APIs
Functions to perform custom actions on CRM data
Before we head to your result, sign up here to receive free expert assistance and get more details about your CRM plan
Need more information?
Request a callback- Categories
- Standard
- Professional
- Enterprise
- Ultimate
Note: Features that are common across editions will differ in terms of functions and limits.