© Zoho Corp. 2013 Confidential 1
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 ! ! !
© Zoho Corp. 2013 Confidential 3
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 ! ! !
© Zoho Corp. 2013 Confidential 4
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)
! ! !
© Zoho Corp. 2013 Confidential 6
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