Prezzi e caratteristiche Zoho CRM
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| 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
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Funzionalità App Zoho Mobile presenti in ogni piano
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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