Zoho CRM Software – Standard package (Per User/Monthly)

Sales force automation

Basic modules – Available
_{(Manage your complete sales cycle by collecting and centralizing data across relevant stages with these standard Leads, Contacts, Deals, and Accounts modules.)}
Tasks, calls, events – Available
_{(Easily schedule and manage your follow-ups, calls, meetings and other day-to-day sales activities.)}
Advanced filters – Available
_{(Cut through the clutter and pinpoint the records you need with these advanced search filters.)}
Multiple pipelines – Available
_{(Effectively mange multiple sales processes by using distinct sales pipelines to track your opportunities.)}
Scoring rules – Available
_{(Score your leads based on their interactions with your business to help your sales team prioritize leads more likely to convert)}
Sales forecasting – Available
_{(Set your team on the path to long-term success with achievable goals and keep track of how your business performance compares to revenue goals.)}
Email insights – Available
_{(Track performance metrics for all customer-related emails like open rates, time of opening, clicks rates, and more.)}
Multiple currencies – Available
_{(Reduce the complexity of working with international vendors and customers with built-in multi-currency support and conversions )}

Automation and process management

Workflow rules – Available
_{(Help your sales team focus on sales by automating their day-to-day activities with workflows.)}
Email notifications – Available
_{(Stay on top of your emails with real-time notifications on opens, clicks, and replies.)}

Product customization

Homepage customization – Available
_{(Get easy access to all the important day-to-day activities and metrics right from your homepage.)}
Rename tabs – Available
_{(Rename default product modules to match your company’s organization structure and style.)}
Custom list views – Available
_{(Quickly access a set of leads, customers deals, and more by creating lists with pre-defined criteria.)}
Custom fields – Available
_{(Collect and associate any type of data your business needs inside Zoho CRM)}
Canvas – Available
_{(Build personalized CRM experiences for your employees based on the needs of the team and your industry.)}
Tab groups – Available
_{(Focus on important information by creating groups of relevant modules for quick access.)}

Reports and analytics

Predefined reports – Available
_{(Monitor the health of your business with multiple system-defined reports.)}
Predefined dashboards – Available
_{(Visually track key metrics across specific departments or your business as a whole with dedicated dashboards.)}
Custom reports and dashboards (Limited) – Available
_{(Drill down deeper with customized reports and dashboards to better understand how your business is performing.)}
Basic dashboard components – Available
_{(Choose from an array of built-in tools to visualize your business data.)}
Analytics mobile app – Available
_{(Track key business metrics, even when you’re on the move.)}

Artificial intelligence

Marketing automation

Email templates – Available
_{(Select and edit email templates from a large library including everything from sales follow-ups to marketing newsletters.)}
Email authentication – Available
_{(Improve the trustworthiness and deliverability of your emails from inside Zoho CRM.)}
Mass email – Available
_{(Email all contacts or selected recipients with a single click.)}
Social profile integration – Available
_{(Seamlessly integrate your social media accounts and manage activities directly from Zoho CRM.)}

Developer Hub

Function – Available

Security

Profiles – Available
_{(Manage what your CRM users can do inside the product with fine-grained controls.)}
Role-based hierarchy – Available
_{(Manage what your users can see and access inside your CRM based on the roles you define.)}
Multiple organizations – Available
_{(Associate and access multiple CRM accounts with a single login.)}
GDPR compliance – Available
_{(Use built-in functionalities to help your process align with the GDPR regulatory requirements.)}
CRM audit logs – Available
_{(Get detailed logs for all actions performed inside your CRM.)}
IP address restriction – Available
_{(Let your team access your CRM account from specific, approved IPs for added security.)}