Prezzi e caratteristiche Zoho CRM

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

 TESTSTANDARDPROFESSIONALENTERPRISE
Prezzo mensile (abbonamento annuale)Gratis per max 3 utentida 12€ utente/meseda 20€ utente/meseda 35€ utente/mese
Prezzo mensile (pagato al singolo mese)Gratis per max 3 utentida 18€ utente/meseda 30€ utente/meseda 45€ 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/module20 rules/module30 rules/module
Reminders-
Email parser---

PRODUCT CUSTOMIZATION

Page customization
Rename tabs
Custom fields-10 fields/module150 fields/module
(Note: Activities module
has only 140 fields)
305 fields/module
(Note: Activities module
has only 230 fields)
Custom links--10/module10/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/layout10 rules/layout
Subforms---2/module
Translations---
Reporting Hierarchy---
Multi-select Lookup---2/module
Unique fields-2 fields/module2 fields/module2 fields/module
Custom list views5/module50/moduleUnlimitedUnlimited
Tab groups-10 groups10 groups25 groups

WORKFLOW MANAGEMENT

Workflow rules1 rules/module6 rules/module
5 conditions/rule
20 rules/module
5 conditions/rule
50 rules/module
10 conditions/rule
Email Notifications5 emails/action5 emails/action5 emails/action5 emails/action
Task Action5/action5/action5/action5/action
Field update Action--3 updates/action3 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--320
Common Transition per Blueprint--25
Transition per Blueprint--10100
Field count during Transition--410

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-100UnlimitedUnlimited
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 DashboardsUnlimitedUnlimited

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 templates10100UnlimitedUnlimited
Email opt-out
Website visitor tracking-
Mass email-250 emails/day500 emails/day1000 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/module30 tags/module50 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/module20 forms/module
Businnes hours---

USER PORTAL

Portals---

DOCUMENT LIBRARY

Folder sharing
Attach documents
File versioning
Reviews

FILE STORAGE

Free storage/org1 GB1 GB1 GB1 GB
Free storage/user license-512 MB512 MB1 GB
Additional storage-$4/month/5 GB$4/month/5 GB$4/month/5 GB

DATA ADMINISTRATION

Data storage (all modules)25,000100,000UnlimitedUnlimited
Import data (per batch)100010,00020,00030,000
Export module data
API for third-party integration1000 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/month2 backups/month2 backups/month
Additional data backup$10/request$10/request$10/request$10/request
De-duplicate data--
Import historyPast 60 daysPast 60 daysPast 60 daysPast 60 days

SECURITY ADMINISTRATION

Profiles251525
Organizational hierarchy (Roles)2510250
Field-level security--
Data sharing rules---15 rules/module
Groups-203050
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/module10/module20/module
Synchronize Google Calendar-
Synchronize Google Contact-

DEVELOPER TOOLS

Mobile SDK---
Widgets---
Connections---
Version 2.0 APIs5000 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 APIs1000 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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