Prezzi e caratteristiche Zoho CRM

Attira, consolida e soddisfa più clienti. Fai crescere il tuo business con Zoho CRM.

  TEST STANDARD PROFESSIONAL ENTERPRISE
Prezzo mensile (abbonamento annuale) Gratis per max 3 utenti da 14€ utente/mese da 23€ utente/mese da 40€ utente/mese
Prezzo mensile (pagato al singolo mese) Gratis per max 3 utenti da 20€ utente/mese da 35€ utente/mese da 50€ utente/mese

SUPPORT

Basic
Classic -
Premium - - $ $

FORZA VENDITE

Lead
Contacts
Accounts
Opportunities
Tasks, events, call log, and notes
CRM views
Sales forecasting -
BCC dropbox for email - -
Email Insights -
Macros - -
Multiple currencies - - -
Contextual custom related lists - - -
SalesSignals - -
Advanced filters
Scoring rules - 10 rules/module 20 rules/module 30 rules/module
Reminders -
Email parser - - -

PRODUCT CUSTOMIZATION

Page customization
Rename tabs
Custom fields - 10 fields/module 150 fields/module
(Note: Activities module
has only 140 fields)
305 fields/module
(Note: Activities module
has only 230 fields)
Custom links - - 10/module 10/module
Web tabs - - - 25
Custom modules - - - 50 modules
Custom buttons - - - 50/module
Sandbox - - -
Page layouts - - - 3/module
Canvas - - -
Layout rules - - - 10/layout
Validation Rules - - 5 rules/layout 10 rules/layout
Subforms - - - 2/module
Translations - - -
Reporting Hierarchy - - -
Multi-select Lookup - - - 2/module
Unique fields - 2 fields/module 2 fields/module 2 fields/module
Custom list views 5/module 50/module Unlimited Unlimited
Tab groups - 10 groups 10 groups 25 groups

WORKFLOW MANAGEMENT

Workflow rules 1 rules/module 6 rules/module
5 conditions/rule
20 rules/module
5 conditions/rule
50 rules/module
10 conditions/rule
Email Notifications 5 emails/action 5 emails/action 5 emails/action 5 emails/action
Task Action 5/action 5/action 5/action 5/action
Field update Action - - 3 updates/action 3 updates/action
Webhook Action - - 1/action 10000 calls/day or
100 calls/user license
1/action 20000 calls/day or
500 calls/user license
Convert Action -
Functions using Deluge script - - - 1 Instant Action
and 5 Scheduled
Actions per Rule
Scheduled actions - - - 5/workflow rule
Workflow Usage - - -
Approval process - - -
Assignment rules - - 20 rules
&
20 rule entries
20 rules
&
50 rule entries
Schedules - - -
Case escalation rules - - -

PROCESS MANAGEMENT

Active Blueprints - - 3 20
Common Transition per Blueprint - - 2 5
Transition per Blueprint - - 10 100
Field count during Transition - - 4 10

ARTIFICIAL INTELLIGENCE (ZIA)

Lead Conversion Prediction - - -
Deal Closure Prediction - - -
Data Enrichment - - - Extension ($)
Zia Voice - - -
Zia Reminder - - -
Best time to contact - - -
Macro suggestion - - -

REPORTS

Standard reports
Custom reports - 100 Unlimited Unlimited
Schedule reports - 20 Schedulers/user Maximum 100 schedulers/day for Org. 20 Schedulers/user Maximum 100 schedulers/day for Org. 20 Schedulers/user Maximum 100 schedulers/day for Org.

ANALYTICS

Chart
KPI -
Funnel Analytics - - -
Target - - -
Comparator - - -
Anomaly Detectors (Powered by Zia) - - - 10 trends
Standard dashboards -
Custom dashboards - 10 Dashboards Unlimited Unlimited

SOCIAL

Integration with Twitter
Integration with Facebook
Integration with Google+
Social tab - -
Capture Leads from Twitter/Facebook - -
Social Interaction with leads/contacts - -

MARKETING AUTOMATION

Email templates 10 100 Unlimited Unlimited
Email opt-out
Website visitor tracking -
Mass email - 250 emails/day 500 emails/day 1000 emails/day
Marketing campaigns -
Auto-responders - - - 3 autoresponders
Zoho CRM for Google AdWords - -

WEB FORMS

Web to lead form
Web to contact form
Web to case form - -
Notify owner -

TEAM COLLABORATION

Gamescope - -
Calendar
Calander Sync through CalDAV -
Status updates
Direct messages
Attach files to feeds
Follow-up rules
Groups for team collaboration -
Tagging - 10 tags/module 30 tags/module 50 tags/module

INVENTORY MANAGEMENT

Products - -
Price books - -
Sales quotes - -
Sales orders - -
Invoices - -
Vendors - -
Purchase orders - -

CUSTOMER SUPPORT

Cases - -
Solutions - -
Web-to-case form - - 10 forms/module 20 forms/module
Businnes hours - - -

USER PORTAL

Portals - - -

DOCUMENT LIBRARY

Folder sharing
Attach documents
File versioning
Reviews

FILE STORAGE

Free storage/org 1 GB 1 GB 1 GB 1 GB
Free storage/user license - 512 MB 512 MB 1 GB
Additional storage - $4/month/5 GB $4/month/5 GB $4/month/5 GB

DATA ADMINISTRATION

Data storage (all modules) 25,000 100,000 Unlimited Unlimited
Import data (per batch) 1000 10,000 20,000 30,000
Export module data
API for third-party integration 1000 calls/day
/org
250 calls/user
license
Max: 5000 calls/day
Min: 2000 calls/day
250 calls/user
license
Max: 10000 calls/day
Min: 3000 calls/day
500 calls/user
license
Max: 25000 calls/day
Min: 4000 calls/day
Data backup - 2 backups/month 2 backups/month 2 backups/month
Additional data backup $10/request $10/request $10/request $10/request
De-duplicate data - -
Import history Past 60 days Past 60 days Past 60 days Past 60 days

SECURITY ADMINISTRATION

Profiles 2 5 15 25
Organizational hierarchy (Roles) 2 5 10 250
Field-level security - -
Data sharing rules - - - 15 rules/module
Groups - 20 30 50
Record-Level Sharing - - -
Data Encryption (EAR) - - -
Territory management - - - 150 territories
Audit Logs -
Allowed IPs -

CATALYST

Mobile Apps - - -
Mobile Device Management - - -
Web Apps - - -

ADD-ONS & INTEGRATIONS

CRM Marketplace
(Extensions for Zoho CRM)
-
Zoho PhoneBridge
for Call Centers
-
Integration with Zoho Motivator
Integration with Zoho Campaigns
Integration with Zoho Reports
Integration with Zoho Projects
Integration with Zoho SalesIQ
Integration with Zoho Desk
Integration with Zoho Cliq -
Integration with Zoho Survey
Integration with Zoho Social - -
Integration with Zoho Forms -
Zoho Mail Add-on - -
Zoho Writer Add-on - -
Zoho Finance Suite Integration - -
Plug-in for Microsoft Outlook - -
Plug-in for Microsoft Office - -
Integration with Zoho Creator - - -
Slack Integration -
Zoho SalesInbox - - -

INTEGRATION WITH GOOGLE APPS

Zoho CRM contextual gadget for Gmail
Export events to Google Calendar
Export to Google Tasks
Zoho CRM web forms for Google Sites - 1/module 10/module 20/module
Synchronize Google Calendar -
Synchronize Google Contact -

DEVELOPER TOOLS

Mobile SDK - - -
Widgets - - -
Connections - - -
Version 2.0 APIs 5000 calls/day/org. 250 calls/user license Max: 100000 calls/day/org. Min: 10000 calls/day/org. 500 calls/user license Max: 100000 calls/day/org. Min: 10000 calls/day/org. 1000 calls/user license Max: 100000 calls/day/org. Min: 10000 calls/day/org.
Version 1.0 APIs 1000 calls/day/org. 250 calls/user license Max: 5000 calls/day/org. Min: 2000 calls/day/org. 250 calls/user license Max: 10000 calls/day/org. Min: 3000 calls/day/org. 500 calls/user license Max: 25000 calls/day/org. Min: 4000 calls/day/org.

ZOHO CRM TEST

ZOHO CRM STANDARD

ZOHO CRM PROFESSIONAL

ZOHO CRM ENTERPRISE

Funzionalità App Zoho Mobile presenti in ogni piano

app-zoho-crm-mobile-crmfacile

Accesso alle mail dei clienti

Individua i lead ovunque in tutto il mondo

Gestione dell’inventario

Funzionalità offline

Registro delle chiamate

Note Vocali

Esegui il check-in delle tua posizione geografica

Visualizza la posizione dei clienti su Google Maps

Collabora sfruttando i feed

Allega file da Zoho Docs

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