Zoho uses a per-user subscription model, meaning you only have to pay for subscriptions for the staff members that will be using the software. You can choose to pay monthly, or to be billed annually. If you do choose to pay for 12 months upfront you will receive a discount of up to 34% over monthly subscribers. We find the monthly option is good for users who are just getting a feel for Zoho and may not be ready to commit to a full year. Once your CRM is fully implemented, moving to an annual plan is quick and easy.
Zoho CRM Pricing Options
Zoho allows you to subscribe at 4 different tiers: Standard, Professional, Enterprise, and Ultimate. Lets take a look at what the different tiers mean, what the benefits are for upgrading, as well as the prices involved with each one.
First, we have the Standard subscription. This tier includes most of the basic CRM functionality, so there is a lot to cover here. Let’s dive in.
The Standard subscription gives you access to the basic modules within Zoho CRM, this empowers your entire sales cycle, from Leads, to Contacts, to Deals, and Accounts, allowing you to keep detailed records for many facets of your business. You’ll also have access to Tasks, Calls and Events, allowing you to easily schedule your meetings, calls and follow-ups, as well as other day to day activities.
Along with these comes a powerful search function with many advanced filters which will enable you to easily go back through your records and find exactly what you were looking for. The Standard subscription also gives you access to multiple, distinct sales pipelines to effectively track all of your opportunities. Another useful function of your subscription is the ability to apply scoring rules to your various leads, based on your interactions with them, this can help your sales team prioritize leads that you feel are more likely to convert.
You can also use sales forecasting to keep track of your company performance, comparing your performance to your set revenue goals, setting up achievable goals will help motivate your team. With this tier you also have access to email insights, which will clue you in to various metrics such as open rates, time opened, click rates, and more. Email insights could prove invaluable to making sure your emails are grabbing the attention of your customers and reaching their full, desired intent. We also have support for multiple currencies, taking the complexity out of international deals by automatically converting currencies when and where appropriate.
In terms of automation with the Standard tier, you have workflow rules and email notifications. Workflow rules allow you to automate your day-to-day activities so that you can focus on sales. Email notifications give you real time updates on our emails while we’re in the Zoho client, letting us know when emails were clicked, opened or replied to without even touching your inbox.
You’re also able to customize the software to better fit your business, a standard subscription allows you to customize your homepage, rename tabs, create lists with predefined criteria, create custom fields on records to store any type of data your business may need, and the ability to personalize the CRM experience for your users based on your industry, the user, and the needs of the team.
Standard tier grants you access to reports and analytics. There are predefined reports as well as dashboards and an analytics mobile app to monitor the health of your operations even on the go. You can also create custom reports, though it is limited with a standard subscription. Lastly, there is marketing automation in terms of email templates, mass emails, and social profile integration allowing you to seamlessly integrate your social media accounts and manage your activities directly from the CRM.
Next up we have the Professional subscription tier, this tier includes all the amazingly useful features of the Standard tier but also adds even more desirable utility. You’ll have access to macros, which allow you to automate actions and really get creative with your CRM, and assignment rules which you can use to automatically send leads and opportunities directly to sales reps. More automation means more time saved that you could spend on generating more revenue.
You can also build a step-by-step blueprint to guide your sales reps at every stage, as well as webhooks to loop third party apps into your sales operation to enhance the customer experience. You’re able to set up validation rules, stopping the influx of bad data and keeping your CRM clean. The limit is removed on your custom reports and dashboards allowing you to create more reports. You can also set up email relays and apply Google Ads integration to your CRM.
The Enterprise tier gets you considerably more customization options. Of course it includes everything from previous tiers as well as a long list of high end functions. There are so many additional functions here we would need another blog post to break them down. But here’s a quick list:
As you can see, the list of additional functions that come with the Enterprise tier is substantial. It would take a number of blogs to cover it all. As CRM consultants, we find that most of our clients do require the Enterprise version. This is largely in part due to the ability to create custom modules. Out of the box Zoho CRM allows you to track the standard types of records (leads, contacts, accounts, deals). Most companies have additional types of data to keep track of though. One easy example is for loan officers. They want to keep track of their loans all in one place. Since each contact can have multiple loans, and since each loan has it’s own unique info (such as rates, value, closing dates, etc.), it requires a custom module to track.
If the included features list has your head spinning a bit, we recommend you get in touch with us directly. We’re always happy to hop on the phone and talk about your specific needs and what version of Zoho is the best fit. There’s no costs involved in these types of discussions, so don’t hesitate to reach out.