Zoho CRM
Zoho CRM, sized to your sales process
Edition choice matters more than most buyers expect, and the migration matters more than the edition.
Zoho CRM covers leads, contacts, deals, forecasting and post-sale follow-up, with an automation engine and customisation that does not require a developer.
We would rather size the edition against your sales process than sell the higher tier by default — and we will say when Standard is sufficient.
Editions
Standard
Pipeline management, basic automation and reporting. Sufficient for a straightforward sales process with a small team.
Professional
Adds inventory management, process automation (blueprints) and validation rules. The common choice for growing sales organisations.
Enterprise
Adds deep customisation, territory management, advanced analytics and multi-user portals. Warranted by structural complexity, not headcount alone.
Migration is where projects succeed or fail
Migration from most mainstream CRM platforms covers accounts, contacts, deals, activity history and file attachments. The technical part is routine.
The work that determines success is field mapping and deciding what not to bring across. Migrating a decade of dead leads and stale custom fields reproduces the mess that prompted the change. We scope that before any data moves.
Frequently asked questions
Can you migrate our data from an existing system?
Is Zoho One better value than individual applications?
Related pages
Get Zoho CRM priced and scoped
Tell us the user count, your current system and how your sales process actually runs. We will recommend an edition and scope the migration.