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Zoho CRM pricing: Everything you need to know
Choosing a CRM that balances features and affordability can be a business turning point. Zoho CRM has a pricing structure that tries to cater to businesses of all sizes – though some features may require higher-tier plans.
Below is a quick look at the pricing plans of Zoho CRM:
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Zoho CRM pricing plans
1. Free plan – for up to three users
- Basic CRM functionality includes email tracking, leads, contacts, accounts, deals, CRM views, and mobile apps
- Limited storage, no advanced customization, and restricted automation features.
2. Standard plan – $20/user/month
- Includes advanced filters, email insights, scoring rules (10 fields/module), and 155 custom fields/module.
- Limited to 10 scoring rules per module and up to 155 custom fields per module. Lacks advanced analytics and AI capabilities.
3. Professional plan – $35/user/month
- Adds macros, multiple currencies, email parsing, inventory management, and sales forecasting. Supports 300 custom fields/module, and 100 custom reports.
- Workflow automation is capped at 20 actions per module. The integrations available are relatively basic compared to the higher tiers.
4. Enterprise plan – $50/user/month
- Includes sandboxing, AI assistant Zia, 500 custom fields/module, advanced analytics, and unlimited custom reports.
- AI (Zia) and other advanced features are included. Limited sandbox environments for testing customizations.
5. Ultimate plan – $65/user/month
- Comprehensive CRM with unlimited custom dashboards, extensive AI tools, and premium customer support.
- The complexity of customization requires professional assistance. Costs may add up with additional services or technical support needs.
Zoho CRM’s pricing is user-based, meaning costs increase as your team grows. There is also a 14-day free trial included with each plan.
Factors to consider when choosing a CRM solution
There is more to choosing the perfect CRM than features. The solution must fit your team's workflow, budget, and future growth all in one place. When selecting a CRM a plan, you should consider the following:
Workforce growth and adaptability
Shouldn’t your CRM grow as fast as your team? A good CRM should adapt to your needs without forcing costly upgrades or adding unnecessary complexity.
- Zoho CRM: This CRM provides all the features designed for large enterprises and teams, but it may feel too complex for small businesses. You'll have to put in some effort to get started.
- Capsule CRM: Capsule is designed for small and medium-sized teams, offering a clean, intuitive interface that makes onboarding simple. It scales naturally as your team grows, providing the key features you need at every business stage.
Must-have features for specific use cases
The right CRM should work for your team, not make things harder. It should simplify your workflows and adapt to your needs without adding unnecessary complexity.
- Zoho CRM: Zoho offers advanced capabilities like AI tools and workflow rules, although implementing these tools might require technical expertise.
- Capsule CRM: Capsule focuses on delivering what small businesses need most – customizable pipelines, contact management, and simple reporting. It’s perfect for companies who want to hit the ground running without lengthy setup or training.
Long-term cost implications
Small businesses need affordable, predictable pricing. They often can’t afford additional charges or surprise costs that disrupt their budgets.
- Zoho CRM: Zoho’s initial pricing appears competitive, but with add-ons and upgrades such as advanced reporting and email marketing, costs can quickly mount.
- Capsule CRM: Capsule offers clear, transparent pricing – ideal for businesses wanting to grow ROI without paying for extras they don’t need.
Missing features in entry-level plans
Is your CRM helping your team grow – or holding it back with expensive upgrades? Growth is hard enough, and your CRM shouldn’t make it harder! It should scale naturally with your needs, not your expenses.
- Zoho CRM: Lower-tier plans often lack essential tools like multiple pipelines and a set of integrations, pushing businesses to upgrade earlier than planned.
- Capsule CRM: Capsule’s free plan provides everything small teams need to get started. As your team grows, Capsule’s affordable plans expand with you, offering more functionality without breaking your budget.
💡 Check out our Capsule CRM vs. Zoho CRM comparison
Why Capsule CRM is a strong alternative
Zoho CRM’s extensive features might seem appealing, but they can be more than what smaller teams need or want to manage. Capsule, as a customer relationship management software, offers:
- An intuitive interface that keeps things simple without cutting out the essentials
- Transparent pricing that includes key tools like custom workflows, task automation, and sales pipelines – no need for costly add-ons
- Flexible plans and a free version, are ideal for businesses seeking scalability without unnecessary complexity.
For teams that value simplicity and predictability over feature-heavy systems, Capsule CRM delivers what you need to get the job done.
👉 Read more on why Capsule CRM is better than Copper CRM
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Is Zoho CRM worth it?
Zoho CRM can be a smart choice for businesses that need advanced features like AI, workflow automation, and detailed analytics. It suits enterprises and larger teams willing to invest in setup and training to unlock its full potential.
The extensive capabilities of Zoho CRM can feel more like a challenge than a benefit for those seeking simplicity. Capsule CRM, by contrast, stands out as a simpler, more tailored option for scaling businesses.
FAQ
Zoho CRM offers a free plan for small teams with up to three users. It includes basic tools for managing contacts, leads, and sales processes. Advanced features like custom reports, email marketing, and dashboards are only available in paid plans.
CRM costs vary based on features and team size. Zoho CRM pricing starts at $20 per month, which is considered affordable. However, alternatives like Capsule offer competitive pricing with more features included, making it a great option for businesses looking for value.
Zoho CRM costs start at $20 per user per month in its Standard plan. If you need advanced features like customization, analytics, and integrations, expect to pay more for higher-tier plans like CRM Plus or Enterprise.
Not necessarily. Free versions from CRMs such as Zoho and Capsule work well for smaller teams. However, to unlock more powerful tools – like custom fields, automation, and detailed analytics – paid plans are usually necessary for growth.
