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Comparison Sheet

Why Zoho CRM? Zoho CRM is one-third the cost of our competitors and yet has most of the feature-set that they claim to have. Besides the

additional inventory management functionality that includes quotes, orders, invoices, vendors and products, we also offer

integration with the Zoho Office Suite (Mail, Chat, Meeting, Sheet, Writer, etc.) and Google Apps. For most of the small

businesses, our competition is too expensive and costly to manage and implement.

Zoho's advantage is based on ease-of-use as well as on our business model. Zoho's "pay-as-you-go" model clearly gives

customers the flexibility of shorter or longer-term commitments minimizing any risk of vendor lock-in.

! Rich feature-set with an intuitive web-based user interface

! Affordable CRM solution at a fraction of the cost of alternatives

! Available as on-demand service accessible from anywhere

! Fully customizable user interface to match any organization’s CRM process

! Export your data any time

! Increase business productivity by automating key aspects of the customer life-cycle

! Continuous product updates with - service disruptions and extra costs

! Dedicated customer support during implementation & deployment

2400  

4200  

5280  

Cost  (USD)  

Yearly Subscription for 10 Users

Zoho  CRM  PE   Zoho  CRM  EE   MS  Dynamics  CRM  

© Zoho Corp. 2013 Confidential 2

Comparison Sheet

Feature ZCRM PE ZCRM EE MS Dynamics CRM

Pricing Details

Subscription Period Monthly Monthly Yearly

CRM Service Fee (per user per month)

$20 $35 $44

Data Storage (leads, contacts, etc.) Unlimited Unlimited 5GB shared by all users

File Storage (DOC, PDF etc.) 256MB per user 512MB per user Part of a data storage

Web browser All Browsers All Browsers MS Internet Explorer

HTTPS Support ! ! !

Premier Technical Support ! ! !

Sales

Leads ! ! !

Accounts ! ! !

Contacts ! ! !

Opportunities ! ! !

Competitor Tracking ! ! -

Pulse - Sales Tracking ! ! -

Macros ! ! -

Sales Forecasts ! ! !

Sales Quotas ! ! !

Team Selling ! ! !

Product Catalog ! ! !

BCC dropbox for email ! ! -

Tasks, Log a Call and Calendar ! ! !

Social

User-level Integration with Twitter ! ! !

User-level Integration with Facebook ! ! !

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Comparison Sheet

Feature ZCRM PE ZCRM EE MS Dynamics CRM

User-level Integration with LinkedIn ! ! !

Social Tab (Facebook Pages / Twitter) - ! -

Monitor Social Mentions - ! -

Social Interactions with Customers - ! -

Marketing

Web to Lead Capture ! ! !

Campaigns ! ! !

Email Templates (HTML/Plain-text) ! ! !

Mass Email ! ! !

Auto Responders - ! -

Document Management

Documents Storage ! ! !

Notes & File Attachments ! ! !

Folder Search ! ! !

Customer Support

Cases ! ! !

Case Assignment Rules ! ! !

Case Escalation Rules - ! !

Solutions (Knowledge Base) ! ! !

Online Case Capture ! ! !

Self-Service Portal - - !

Inventory Management

Sales Quotes ! ! !

Sales Orders ! ! !

Products ! ! !

Price Books ! ! !

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Comparison Sheet

Feature ZCRM PE ZCRM EE MS Dynamics CRM

Invoices ! ! !

Vendors ! ! -

Purchase Orders ! ! -

Integrated Procurement & Fulfillment ! ! -

Analytics

Standard Reports ! ! !

Custom Reports ! ! !

Export Report ! ! !

Standard Dashboards ! ! !

Customizable Dashboards ! ! !

Report Scheduler ! ! !

Product Customization

Home Page Customization ! ! !

Drag & Drop Page Layouts ! ! !

Rename Tabs ! ! !

Custom Fields ! ! !

Multiple Value Group Pick lists ! ! !

Copy Customization ! ! !

Formula Fields ! ! !

Custom Modules - ! !

Tab Groups - ! -

Web Tabs - ! -

System Administration

Profiles ! ! !

Roles ! ! !

Field-level Security ! ! !

© Zoho Corp. 2013 Confidential 5

Comparison Sheet

Feature ZCRM PE ZCRM EE MS Dynamics CRM

Group-level Security - ! !

Data Sharing Rules - ! !

Territory Management - ! !

Workflow Management

Lead Assignment Rules ! ! !

Big Deal Alerts ! ! !

Workflow Rules ! ! !

Workflow Alerts ! ! !

Workflow Tasks ! ! !

Workflow Field Updates ! ! -

Webhooks ! ! -

Custom Functions via Deluge Script - ! -

Time-based Actions - ! -

Automated Pulse Follow-up - ! -

Globalization

Multi-Currency - ! !

Time Zone ! ! !

Number, Date, and Calendar Formats ! ! !

Multi-Language Support ! ! !

Right to left Language Support ! ! !

Add-ons & Integrations

Plug-in for Microsoft Outlook ! ! !

Plug-in for Microsoft Office ! ! !

Offline Edition - - !

Mobile Edition (iPhone, Android, BlackBerry and Web)

! ! !

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Comparison Sheet

Feature ZCRM PE ZCRM EE MS Dynamics CRM

Email Integration (POP email) ! ! !

Email Marketing ! ! -

Google Apps Integration ! ! -

QuickBooks Integration ! ! $

Project Management ! ! -

Advanced CRM Analytics ! ! -

CTI (Asterisk, TrixBox, Avaya, etc.) - ! $

Customer Support & Helpdesk - ! -

Developers !

Web-services API ! ! !

Third-Party Integration ! ! !

ZCRM PE – Zoho CRM – Professional Edition | ZCRM EE – Zoho CRM – Enterprise Edition

MS Dynamics CRM – Microsoft Dynamics CRM | $ – Extra charges

The information contained in this document represents the current views of Zoho CRM as of the date of the publication. Zoho CRM cannot guarantee the accuracy of

any information presented after the date of the publication. This document is for information only. Zoho CRM makes no warranties expressed or implied in this

document.

Last Updated On: November 18, 2013