Salesmate vs Zoho CRM

Salesmate

• Small and mid-sized teams that want sales, marketing and support in one CRM
• Sales teams that call and text prospects from inside the CRM
• Teams that want to try every feature with colleagues before paying

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

Salesmate

• There is no free plan; a paid plan is needed after the 15-day trial.
• Sequences, ticketing, team inbox, SSO and Sandy AI are not in Basic, and the power dialer needs Business.
• Calling, texting, extra Smart flow credits and AI agent credits cost extra on top of the per-user price.
• Salesmate states that all fees are non-refundable, including unused parts of a billing period.

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.

Salesmate

Deal pipelines and contacts

Contacts, companies, deals, activities and conversations are managed in one place, with deal pipeline management and custom fields on every plan.

Email sync, templates and sequences

Full email sync with templates and tracking is in Basic. Automated multi-step sequences and a shared team inbox start on Pro.

Smart flows automation

Sales and marketing automations run as Smart flows on a monthly credit allowance: 5K per user on Basic, 10K on Pro and 15K on Business, with extra credits sold as an add-on.

Calling and texting

A paid add-on for making and receiving calls and texts inside the CRM, with numbers from $1.1 a month. Power dialer and voicemail drop need the Business plan.

Ticketing and support tools

Ticket management arrives on Pro, and Business adds surveys and service level agreements for customer support teams.

Sandy AI and Skara agents

The Sandy AI assistant is included from Pro. Skara AI agents have their own pricing tab and run on a credit system, with credits sold as an add-on.

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.

Salesmate

• Basic$23

  per user / month, billed annually ($29 billed monthly)

  Contacts, deal pipelines, full email sync, meeting scheduler, web forms, standard reports and 5K Smart flow credits per user a month.

• Pro$39

  per user / month, billed annually ($49 billed monthly)

  Adds sequences, product and quote management, ticketing, team inbox, custom dashboards with goals, SSO, Sandy AI and 10K credits.

• Business$63

  per user / month, billed annually ($79 billed monthly)

  Adds custom modules, surveys, service level agreements, calculated fields, power dialer, voicemail drop and 15K credits.

• EnterpriseCustom

  Adds audit logs, IP restriction, a dedicated IP, a dedicated account manager and 24x7 support. Onboarding packages start from $1999.

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.

Salesmate

• Annual discount

  Save up to 20% with annual billing

  The pricing page advertises up to 20% off for annual billing: Basic is $23 per user a month billed annually against $29 billed monthly.

• Startups

  Salesmate for Startups discounts

  Early-stage startups, typically pre-seed to Series A, can apply for discounted plan pricing, onboarding help and a sandbox environment. The discount amount is not published.

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.