Pipedrive vs Zoho CRM

Pipedrive

• Small and mid-sized sales teams that want a pipeline-first CRM
• Teams that need deal tracking without a wider marketing or service suite
• Buyers who want full access during a trial before choosing a plan

Zoho CRM

• Small teams that want a free CRM for up to 3 users
• Businesses that want detailed customization and process automation
• Companies already using other Zoho apps

Pipedrive

• There is no free plan; a paid subscription is needed once the 14-day trial ends.
• LeadBooster, Projects, Campaigns, Web Visitors and Smart Docs are paid add-ons, starting from $13.33 to $41 a month.
• Listed prices exclude VAT, which is added for EU customers.
• Seats are charged whether or not they are assigned to a user, and Pipedrive's terms say fees are non-refundable.

Zoho CRM

• The Free edition is limited to 3 users, 5,000 records and 5 workflow automations.
• Monthly billing costs more: Standard is $20 instead of $14 per user, and Professional $35 instead of $23.
• CPQ and inventory management start at Professional; territory management, custom functions and customer portals need Enterprise.
• Prices exclude local taxes, and the CRM Plus and Zoho One bundles are priced separately from Zoho CRM.

Pipedrive

Visual sales pipelines

Deals move through customizable kanban-style pipelines, with custom fields, activity reminders and products or services linked to each deal.

Email sync and scheduling

Two-way email sync, group emailing, templates and meeting scheduling keep conversations attached to the contact and deal.

Workflow automation

Automations and sequences take over repetitive steps such as follow-ups and data entry, and webhooks pass events to other systems.

AI assistant and Nova

An AI assistant recommends which deals to focus on, an email tool drafts and summarizes messages, and Nova records and transcribes calls and updates the CRM afterwards.

Reports and forecasting

Customizable reports and dashboards track sales performance, with revenue forecasts on the higher plans.

Add-ons and marketplace

LeadBooster, Campaigns, Smart Docs, Projects and Web Visitors extend the CRM at extra cost. The marketplace lists more than 500 integrations.

Zoho CRM

Lead, contact and deal management

Leads, accounts, contacts and deals are tracked through the sales cycle. Paid editions add multiple pipelines and sales forecasting, and Enterprise adds territory management.

Workflow and process automation

Workflow and assignment rules handle routine updates, cadences run sequences of follow-ups, and Blueprint holds a team to a structured sales process.

Zia AI

Zia gives predictions and recommendations, rewrites emails and flags anomalies. The pricing page lists AI agents from Standard and an AI sales assistant from Enterprise.

Analytics and forecasting

Reports, dashboards and forecasts track sales performance, with anomaly detection on top. The Free edition is limited to standard reports.

Canvas and customization

Layouts and fields can be customized, and Canvas redesigns record pages without code. Enterprise adds custom functions, wizards and customer portals.

Mobile apps with offline mode

iPhone, iPad and Android apps can add, edit and delete records offline and sync when back online. They also include a business card scanner.

Pipedrive

• Lite$14

  per seat / month, billed annually ($19 billed monthly)

  The entry plan: leads, deals, contacts and pipelines organized in one workspace.

• Growth$24

  per seat / month, billed annually ($34 billed monthly)

  Adds automation for emails and follow-ups on top of Lite.

• Premium$49

  per seat / month, billed annually ($64 billed monthly)

  Pipedrive's full-cycle sales tools, from lead to close. Marked as the most popular plan.

• Ultimate$69

  per seat / month, billed annually ($89 billed monthly)

  The complete set of Pipedrive capabilities.

Zoho CRM

• Free$0

  Up to 3 users and 5,000 records, with lead, contact and deal management, standard reports and the mobile apps.

• Standard$14

  per user / month, billed annually ($20 billed monthly)

  Workflows and assignment rules, cadences, reports and dashboards, sales forecasting, AI agents and self-service kiosks.

• Professional$23

  per user / month, billed annually ($35 billed monthly)

  Adds CPQ, email intelligence, process automation, widgets, inventory management and Google Ads integration.

• Enterprise$40

  per user / month, billed annually ($50 billed monthly)

  Adds the AI sales assistant, journey orchestration, territory management, custom functions, wizards and customer portals.

• Ultimate$52

  per user / month, billed annually ($65 billed monthly)

  Higher feature limits, custom AI and ML models, data preparation, and consulting and migration assistance.

Pipedrive

• Annual discount

  Save up to 26% with annual billing

  Pipedrive's pricing page says annual billing saves up to 26%: Lite is $14 per seat a month billed annually against $19 billed monthly.

Zoho CRM

• Annual discount

  Save up to 34% with yearly billing

  Zoho's pricing page says yearly plans save up to 34%. Standard is $14 per user a month billed annually versus $20 monthly, and Professional is $23 versus $35.