Zoho Vs Salesforce: Which CRM should you choose in 2023?
In this comparison article we are going to look at the main differences between Zoho and Salesforce's CRM software, compare the features, the prices for each, and which is a better option for a startup, a small business, and an enterprise.
| Zoho | Salesforce |
| Zoho is a software company building a whole suite of products targeting small medium businessses. | Helps manage your sales, customer service, and marketing efforts in a unified environment. |
Pricing & Plans comparison:
| Zoho pricing | Salesforce pricing | |
| Free plan | ✕ | ✕ |
| Free trial period | 30 days. No credit card required | 30 days. No credit card required |
| Annual discout | 20% | 0% |
| Monthly payment plans | ✓ | ✕ |
| Plans |
STANDARD
$20/mo Users: 1 $20/mo per additional user |
STARTER
$300/year Users: 1 $300/year per additional user |
|
PROFESSIONAL
$23/mo Users: 1 $23/mo per additional user |
PROFESSIONAL
$960/year Users: 1 $960/year per additional user |
|
|
ENTERPRISE
$40/mo Users: 1 $40/mo per additional user |
ENTERPRISE
$1980/year Users: 1 $1980/year per additional user |
|
|
ULTIMATE
$52/mo Users: 1 $52/mo per additional user |
UNLIMITED
$3960/year Users: 1 $3960/year per additional user |
Essential features comparison between Zoho and Salesforce:
In the below table, we look at the absolute necessary features that any CRM software should have, and we compare Salesforce and Zoho for these must-have necessary features.
| Zoho | Salesforce | |
| Lead management | ✓ | ✓ |
| Contact management | ✓ | ✓ |
| Account management | ✓ | ✓ |
| Pipeline / Deal management | ✓ | ✓ |
| Add sales team / reps | ✓ | ✓ |
| Add follow ups - with tasks, notes | ✓ | ✓ |
| Activity feed | ✓ | ✓ |
| Send emails from CRM | ✓ | ✓ |
| Reports | ✓ | ✓ |
| Sales forecasting | ✓ | ✓ |
Nice-to-have features comparison Zoho vs Salesforce:
In the below table we look at the additional features which are not critical to a CRM, but are useful and provide additional context for your sales teams.
| Zoho | Salesforce | |
| Advanced reporting features | ✓ | ✓ |
| Files management | ✓ | ✓ |
| Mobile app | ✓ | ✓ |
| Automate processes | ✓ | ✓ |
| Google calendar integration | ✓ | ✓ |
| Extra collaboration tools | ✓ | ✓ |
| Integration with third-party apps | ✓ | ✓ |
| Enterprise Territory Management | ✓ | ✓ |
| Create custom objects | ✕ | ✓ |
Compare with competitors and other CRM alternatives
Compare Salesforce and Zoho with other popular CRM alternatives and competitors.
| Zoho - compare alternatives | Salesforce - compare alternatives |
| Zoho vs HubSpot | Salesforce vs HubSpot |
| Salesforce vs ClickUp | |
| Salesforce vs Monday Sales CRM | |
| Salesforce vs ActiveCampaign for Sales |
Conclusion:
Zoho's offers the cheapest plan at $20/month/user but if you are familiar with CRMs, or have someone to setup and implement a CRM properly, Salesforce maybe the better option. For enterprises, Salesforce does offer more customisations than Zoho.
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