Skip to content

The Zoho CRM Insider’s Guide

Everything we know about Zoho CRM in one document: what it costs, its grades, getting a refund, getting help and what else to look at. Read it here, or keep a copy.

Download the PDF
Pass it onEmailLinkedInXWhatsApp
ToolGPAOctober 2026

Zoho CRM

The Insider’s Guide

Sales CRM with a free edition, process automation and Zia AI

Every plan, grade, refund rule and rival among CRM tools, read from Zoho CRM’s own pages.

Made by Zoho Corporation · checked Oct 9, 2026 · toolgpa.com

2.6GPA

Contents

  1. 01WelcomeWhat it is, who it suits, its grades and the ten things to know first
  2. 02Insider tipsWhat most people miss: ways to pay less, settings worth changing and the catches
  3. 03What it costsEvery plan, the free plan, ways to pay less and how prices have moved
  4. 04What it doesIts main features, where it runs, what it works with and who makes it
  5. 05Where it standsIts grades against its category, and whether to keep it or make your own
  6. 06After you payGetting your money back, getting out, and getting help
  7. 07The alternativesThe tools it is most often weighed against, side by side
  8. 08Quick answersThe questions people ask about it, each answered in a line or two
  9. 09About ToolGPAWho made this guide, what else is on the site, and how to cite it

ToolGPA put this guide together from Zoho CRM’s own pages, its app-store listings and our grades. Every fact in it is on Zoho CRM’s page too, where it is kept up to date. Checked Oct 9, 2026.

Part 01 · Overview

Welcome

What it is, who it suits, its grades and the ten things to know first

2.6

GPA, above 35 of the 48 other CRM tools we grade

Zoho CRM is the sales CRM from Zoho, covering lead, contact and deal management, workflow automation, forecasting, analytics and the Zia AI assistant. It comes as a free edition for up to 3 users and four paid editions priced per user. The prices here are for Zoho CRM on its own; bundles such as CRM Plus and Zoho One are sold separately.

To get you started, here are 10 things to know about Zoho CRM, taken from its own pages and our grades.

  1. 1

    Best for small teams that want a full CRM from $14 a user

    Zoho CRM is free for 3 users and 5,000 records, and paid plans start at $14 a person with workflows, forecasting and AI agents in.

  2. 2

    Paid plans start at $14 a month for each person

    As its pricing page puts it: $14 per user / month, billed annually ($20 billed monthly).

  3. 3

    There is a free plan

    Free edition for up to 3 users: lead, contact and deal management, tasks and events, 5,000 records, 1 GB of file storage, up to 5 workflow automations and the mobile apps. No credit card required.

  4. 4

    It runs on 3 platforms

    Web, iOS and Android.

  5. 5

    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.

  6. 6

    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.

  7. 7

    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.

  8. 8

    Refunds: 45 days

    Zoho's refund policy is one of the more generous ones around: 45 days on an annual subscription, the first month on a monthly one, and a second chance after a renewal you forgot about. It also promises an email before every renewal telling you what is about to be charged, which most companies do not.

  9. 9

    A 2.6 GPA, above 35 of 48

    That is against the other CRM tools we grade, on value, the free plan, features, ease of use and platforms.

  10. 10

    Keep it

    To replace Zoho CRM you would be making connections to other products, each kept working as those products change. That is not a weekend's work, with an AI app builder or without one.

Zoho CRM at a glance

Pricing
Free plan, from $14 per user / month, billed annually ($20 billed monthly)
Free plan
Yes
Free trial
15-day free trial
Runs on
Web, iOS, Android
Made by
Zoho Corporation, since 2005
Category
CRM Software
Our grade
2.6 GPA, good
Store rating
4.4 on the App Store, 2,691 ratings

The report card

Best for small teams that want a full CRM from $14 a user

Zoho CRM is free for 3 users and 5,000 records, and paid plans start at $14 a person with workflows, forecasting and AI agents in. What holds it back is the spread: features sit across four paid editions, quoting and inventory on Professional, territories and portals on Enterprise at $40. Monthly billing costs more, tax is extra, and free stops at 5 workflows.

ToolGPA report cardZoho CRMGraded Oct 10, 2026
SubjectGradeComment
Value for moneyCStandard is $14 a person a month on yearly billing, at the low end of ordinary for this category and well under what HubSpot or Salesforce charge. It isn't a stripped plan either: workflows, cadences, forecasting and AI agents are in. Pay monthly and it's $20, and tax is extra.
Free plan and trialBFree for up to 3 users with 5,000 records, 1 GB of files, lead, contact and deal management and the phone apps, no card needed. The walls are 5 workflow automations and standard reports only.
FeaturesBLeads, contacts and deals, workflows, follow-up cadences, forecasting, dashboards, the Zia AI assistant and record pages you can redesign without code. It covers the CRM job, though it's spread over four paid editions: quoting and inventory on Professional, territories and portals on Enterprise.
Ease of useC4.4 from about 2,700 App Store ratings, just under our bar for a B. The phone apps do add and edit records offline and sync when you're back, and they'll scan a business card, but working out which edition holds which feature is a job in itself.
Platforms and integrationsBWeb, iPhone, iPad and Android, with no desktop app. It connects to Google Workspace, Microsoft 365, Slack, Teams, Zoom, Mailchimp, QuickBooks and Zapier, and there's an API.
Grade point averageGood, out of 4.02.6

An A is worth 4 points, a B 3, a C 2, a D 1 and an F nothing. The GPA is the average of the five.

Who Zoho CRM is for

  • Fits if there are three of you or fewer and 5,000 records covers your list
  • Works for companies already running on other Zoho apps

Who it is not for

  • Pricey if you pay month by month, as Standard goes from $14 to $20 and Professional from $23 to $35
  • Pricey if you need territories, custom functions or customer portals, since those wait for Enterprise at $40
  • Tight if you're staying free, because free stops at 3 users, 5,000 records, 1 GB and 5 workflows
  • Watch out: working out which of four paid editions has the feature you need is a job in itself
  • Watch out: CPQ and inventory start on Professional at $23, and prices exclude local taxes

Good to know

Good for

  • 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

Worth knowing

  • 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.

Part 02 · Tips

Insider tips

What most people miss: ways to pay less, settings worth changing and the catches

7

Things most people miss, each from its own help pages

The things about Zoho CRM that are easy to miss until they cost you: ways to pay less, settings worth changing and the catches at renewal or when you leave. Each one is from Zoho CRM’s own pages, linked beside it.

Read on Oct 17, 2026. Read from Zoho's CRM help centre, its account help and its refund policy on 17 October 2026. Not tried out: these tips are what its own pages say.

  1. 1

    Shortcut

    Switch on keyboard shortcuts, because they're off by default

    Zoho's help page says shortcuts are disabled for every account until you turn them on in Setup > General > Personal Settings > Accessibility > Motor > Keyboard shortcuts. Then press / to search records, and Z then / to see the full list, which you can remap.

    help.zoho.com
  2. 2

    Leaving

    Take the free full backup your paid plan includes

    Paid editions get two free data backups and Ultimate gets four, from Setup > Data Administration > Data Backup. You get records and attachments as CSV files in ZIP folders, but not emails or documents, and the link lasts 7 days. On the Free edition you'd have to buy a backup add-on.

    help.zoho.com
  3. 3

    Renewal

    Forgot to cancel? You still get a few days for a full refund

    Zoho's refund policy says it emails the amount before each renewal. If you forgot to cancel, you can ask for a full refund within five business days of a monthly renewal or 15 days of a yearly one. After that, not even a part refund.

    zoho.com
  4. 4

    Pay less

    Cutting users mid-year gets you credit, not cash

    On a yearly plan, dropping users, an edition or an add-on is a partial downgrade. Zoho pays it back as a longer subscription, worked out as what you paid minus the monthly list price for each month used, discounts left out. So the months you've used are charged at the monthly price.

    zoho.com
  5. 5

    Pay less

    Deactivating a user doesn't stop you paying for them

    Zoho's user FAQ says a deactivated user's licence isn't cancelled, so you're still billed for it. To stop paying, click Upgrade, then Manage for your edition and Downgrade to remove licences. Move their records to someone else first if you plan to delete them.

    help.zoho.com
  6. 6

    Easy to miss

    Deleted records wait 60 days in the Recycle Bin

    Delete something by mistake and you can bring it back from Setup > Data Administration > Recycle Bin for 60 days. After that it's gone for good. What you see there follows your role, so an admin may need to restore other people's records.

    help.zoho.com
  7. 7

    Privacy

    Check which data centre your account lands in when you sign up

    Zoho picks your data centre from your location by default, out of the US, EU, India, Australia, Japan, Canada and Saudi Arabia. Moving later means closing the account and signing up again, or asking support for a migration, which a few services don't support.

    help.zoho.com

Part 03 · Pricing

What it costs

Every plan, the free plan, ways to pay less and how prices have moved

$14

A month to start, for each person. There is a free plan too

Zoho CRM has a free plan. Paid plans start at $14 per user / month, billed annually ($20 billed monthly).

It isn't a stripped plan either: workflows, cadences, forecasting and AI agents are in.
From our grade for value for money
  • 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.

The free plan

Free edition for up to 3 users: lead, contact and deal management, tasks and events, 5,000 records, 1 GB of file storage, up to 5 workflow automations and the mobile apps. No credit card required.

Trying it first

15-day free trial

Read from zoho.com on Oct 9, 2026.

Ways to pay less

  • 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.

    Stated on zoho.com
  • By country

    Lower price shown to buyers in India

    On October 9, 2026 Zoho's pricing page showed Standard at ₹800 per user / month to a visitor in India, where the US dollar price is $14 billed annually. A Starter edition priced in rupees is listed too.

    Stated on zoho.com

What the app costs elsewhere

Each country’s App Store price for “Standard Edition - Monthly”, against $19.99 in the United States, in dollars at the day’s rate. The four cheapest and the four dearest of 11.

CountryPrice thereIn dollarsAgainst the US
Turkey₺599,99$12.2039% less
Philippines₱ 999.00$15.9020% less
India₹ 1,550$16.0220% less
Canada$24.99$17.5712% less
Mexico$399.00$21.9210% more
South AfricaR399.99$24.1921% more
Germany22,99 €$25.7629% more
United Kingdom£19.99$26.4332% more

Part 04 · Features

What it does

Its main features, where it runs, what it works with and who makes it

3

Places it runs: Web, iOS and Android

Sales CRM with a free edition, process automation and Zia AI. Here is what it does, as its own site describes it, and what it covers: public API, AI features, sales pipeline, workflow automation.

Web, iPhone, iPad and Android, with no desktop app.
From our grade for platforms and integrations
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.

Where it runs

  • Web
  • iOS
  • Android

What it works with

  • Google Workspace
  • Microsoft 365
  • Slack
  • Microsoft Teams
  • Zoom
  • Mailchimp
  • QuickBooks
  • Zapier

Who makes Zoho CRM

Zoho CRM is made by Zoho Corporation, a privately held software company with more than 60 business applications. It earns money from subscriptions to its products, sold one at a time or as suites, and says it has never taken money from investors.

Founded
1996zoho.com
Based
Chennai, Indiazoho.com
Ownership
Privately held. Privately held, with no parent company: its press releases describe Zoho as privately held and profitable, and its About page says it has never taken money from investors.zoho.com
Funding
Zoho says on its About page that it has never taken money from investors, and its press releases describe it as privately held and profitable.zoho.comzoho.com
Team
More than 19,000 people worldwide, according to a press release of September 2026zoho.com
Founders and leaders
  • Shailesh Kumar Davey, CEO, Zoho Corp.zoho.com
  • Sridhar Vembu, Chief Scientist and Co-founderzoho.com
  • Tony Thomas, Co-founder, leads Zoho USzoho.com
  • Manikandan Vembu, Oversees zoho.comzoho.com
Hiring
Its careers portal lists 2 full-time openings: Technical Support Engineers and Sales Executivescareers.zohocorp.com
Affiliate program
15% commission on every qualified sale for the first 12 months, rising to 18% and 20% in the higher affiliate tiers. The cookie lasts 90 days and referred customers get $100 in wallet credits.zoho.com
Partner program
Zoho Partner Program with tracks for consulting partners, global system integrators, value-added distributors and value-added resellers. Its overview page states no commission or discount rates.zoho.com

Read on Oct 7, 2026 from the company’s own pages and from news reports. What is not stated there is left out.

Part 05 · Standing

Where it stands

Its grades against its category, and whether to keep it or make your own

35/48

Other CRM tools it is graded above

Zoho CRM's GPA of 2.6 is higher than 35 of the 48 other CRM tools we grade, and level with 4.

It stands best on free plan and trial (B, above 37 of 48) and worst on ease of use (C, above 1).

Its paid plans start at $14 a month for each person, against a middle price of $24 for the category: 13 of the 46 others that charge start lower.

On features, ease of use and platforms it scores 2.7 out of 4. 3 tools score higher and cost less.

Each grade against the category

Every bar is all 49 CRM tools we grade, cut by the letter each got. Zoho CRM’s own letter is outlined.

  • CValue for moneyAbove 18 of 48
  • BFree plan and trialAbove 37 of 48
  • BFeaturesAbove 18 of 48
  • CEase of useAbove 1 of 48
  • BPlatforms and integrationsAbove 5 of 48

Price against what you get

Each dot is one of 47 CRM tools. Further left costs less; higher up scores better on features, ease of use and platforms. Zoho CRM is the marked dot.

C2.0B3.0A4.0$2$5$10$20$50$100$200$500More for lessCosts more, scores moreCosts less, scores lessCosts more, scores lessZoho CRMHubSpotFreshsalesCloseBigin by Zoho CRMCovve

What paid plans start at, a month (each step along is roughly double) →

Keep it, or make your own?

Whether this is something you could build for yourself with an AI app builder, and what you would give up.

Keep it

To replace Zoho CRM you would be making connections to other products, each kept working as those products change. That is not a weekend's work, with an AI app builder or without one.

It is one of the better ones too: its GPA of 2.6 is higher than 35 of the 48 other CRM tools we grade. It costs $168 a year.

What you could make

  • Sales pipeline: an app builder makes this well.

What you could not

  • Connections to other products, each kept working as those products change.
  • A real app for iOS and Android. Something home-made would be a web page.
  • It is priced for each person, which means accounts and billing for a team.
  • AI features, unless you pay a model provider for each request yourself.
  • The depth: we grade its features B, which means it covers the whole job.

What this rests on. Zoho CRM’s listing: what it does, where it runs, what it plugs into and what it costs. It is a judgement about the kind of software this is. We have not built a replacement for it, and making your own means looking after it too. How we decide, and every tool’s verdict.

Part 06 · Refunds

After you pay

Getting your money back, getting out, and getting help

BRefunds
ASupport

What happens once you have paid: whether you can get your money back, how to leave, and how to reach a person when something goes wrong. Each is graded from Zoho CRM’s own terms and help pages.

Refunds and cancelling

BGrade

Good · checked Oct 18, 2026

Zoho's refund policy is one of the more generous ones around: 45 days on an annual subscription, the first month on a monthly one, and a second chance after a renewal you forgot about. It also promises an email before every renewal telling you what is about to be charged, which most companies do not. It is a B rather than an A because none of it is self-service. Every refund starts with you writing in and Zoho first trying to talk you round.

Refund window
45 days
How you cancel
Yourself, in settings
Getting your money back

A monthly subscriber dissatisfied within the first month, or an annual one within the first 45 days, is told to get in touch: Zoho will try to resolve the issue, and if you are still unhappy it refunds in full and downgrades the account to the free plan. Forget to cancel and it will still refund in full within five business days of a monthly renewal or 15 days of an annual one, and nothing after that.

Stated on zoho.com
How to cancel Zoho CRM

The terms say a subscription renews automatically unless you downgrade the paid plan to a free plan or tell Zoho you do not wish to renew, and that notice must come at least seven days before the renewal date. Zoho's common FAQ on cancelling says you can do it inside the Zoho service you are using, or write to the payments team at the address it gives. No page read lists the clicks.

Stated on zoho.com
What you keep afterwards

The refund policy says a refunded account is downgraded to the free plan rather than closed, so the account and its records survive. The terms add that Zoho reserves the right to terminate unpaid accounts left inactive for 120 continuous days and delete all the data in them, with prior notice and a chance to back it up first. A partial downgrade of an annual plan is repaid as subscription credit, not cash.

Stated on zoho.com
Renewals

Both monthly and yearly subscriptions renew automatically until cancelled, charged to the card last used. Zoho says it emails you before each renewal with the amount about to be charged, and again afterwards with a receipt and the next renewal date. The terms ask for at least seven days' notice if you are telling Zoho not to renew rather than downgrading yourself.

Stated on zoho.com

In your favour

  • Forty-five days to change your mind on an annual plan is well beyond what most CRMs offer.
  • Zoho says it emails you before every renewal with the amount it is about to charge.
  • Miss the renewal anyway and there is still a window: five business days monthly, 15 days yearly.
  • A refund downgrades you to the free edition rather than closing the account, so the records stay.

Watch out for

  • No refund happens by itself. You have to write in, and Zoho will try to fix the problem first.
  • Past those windows nothing comes back, and the policy says that includes prorated refunds.
  • Reduce licences mid-contract and you get subscription credit, not money back.
  • The terms want seven days' notice before renewal if you tell Zoho rather than downgrading yourself.

Customer support

AGrade

Excellent · checked Oct 18, 2026

Pay anything at all and you get Classic Support, which means email, a ticket portal, live chat and a toll-free phone line, with a stated eight hours of cover five days a week and a maximum eight-hour first response in writing. Free users still get email and a 24-hour target. Live humans on every paid edition, with the hours and the response time published, is what an A looks like. Faster cover costs extra, but the baseline is already better than most.

Ways to get help

  • Live chat

    Live chat support, listed for Classic at eight hours a day, five days a week and for Premium at 24 hours a day, five days a week. The support policy table shows no live chat on the Basic tier that free editions get.

    Stated on help.zoho.com
  • Phone

    A toll-free line, included in Classic Support on every paid edition for eight hours a day, five days a week, and 24 hours a day five days a week on Premium. Free editions do not get it.

    Stated on help.zoho.com
  • Email

    Email support is listed on every tier, including the Basic one that comes with free editions of every Zoho product.

    Stated on help.zoho.com
  • Contact form or ticket

    A self-service portal where you view your existing tickets and submit new support requests. The CRM support plans page lists it on every tier, free editions included.

    Stated on zoho.com
  • Account manager

    Enterprise Support assigns a dedicated Technical Account Manager and Platinum Support a designated one. Both are paid add-ons priced as a share of the annual subscription, with minimum user counts.

    Stated on zoho.com
  • Help centre

    Zoho CRM's documentation covers setup, each module, administration, integrations and the developer APIs, and is open to anyone without signing in.

    Stated on zoho.com
  • Community or forum

    A public Zoho CRM community where users ask questions and join discussions. It is listed as part of every support tier.

    Stated on help.zoho.com
When people answer

Classic Support, the tier that comes with every paid edition, is listed as eight hours a day, five days a week for chat and phone. Premium is 24 hours a day five days a week, Enterprise Support 24 hours a day seven days a week, and Platinum the customer's own time zone, Monday to Friday.

Stated on zoho.com
How fast it says it replies

Zoho states a maximum first response time by tier: 24 hours on Basic for free editions, eight hours on Classic for paid editions, three hours on Premium, one hour on Enterprise Support and 30 minutes on Platinum. It notes these are times to respond, not to resolve.

Stated on help.zoho.com
What depends on your plan

Classic Support comes free with any paid edition. Premium costs 20 per cent of the subscription fee, Enterprise Support 25 per cent of the annual fee with at least 50 licences, and Platinum 30 per cent with at least 250. Those tiers buy faster targets, longer hours, onboarding sessions and a technical account manager, not a different product.

Stated on zoho.com

In your favour

  • Live chat and a toll-free line are included with every paid edition, not sold as an upgrade.
  • Zoho puts numbers on it: eight hours to a first reply on paid plans, 24 on the free edition.
  • Even free accounts get email support and the ticket portal, not just articles.
  • Four hours of onboarding sessions come with the paid support tiers in the first 15 days.

Watch out for

  • Classic cover is working hours only. Round-the-clock help starts at 20 per cent on top of your bill.
  • The faster tiers are priced as a share of your subscription, so they grow as your team does.
  • Enterprise and Platinum support need at least 50 and 250 licences, so small teams cannot buy them.
  • The response times are first-reply targets. Zoho says plainly they are not resolution times.

What these two grades rest on. Read on 18 October 2026: Zoho's refund policy, its terms of service, its common FAQs on cancelling a subscription and on the support policy, and Zoho CRM's support plans page, documentation and community. The terms served to our reader were the India edition, since Zoho sends visitors here to that version. Nobody here cancelled a plan or contacted its support. They are graded apart from the five that make the GPA. How we grade refunds and support.

Part 07 · Alternatives

The alternatives

The tools it is most often weighed against, side by side

HubSpot, Pipedrive, Close, Attio and folk

The 5 tools Zoho CRM is most often weighed against, with where each one differs from it.

  • 3.2GPA

    HubSpot

    Free plan · from $20/mo

    Free CRM at the center of a marketing, sales and service suite.

    • Only HubSpot lists a browser extension.
    • HubSpot also covers booking links and marketing automation.
    Zoho CRM and HubSpot compared in full
  • 2.2GPA

    Pipedrive

    Free trial · from $14/mo

    Sales CRM organized around visual deal pipelines.

    • Zoho CRM has a free plan. Pipedrive does not, though it has a free trial.
    • Pipedrive also covers transcription and kanban boards.
    Zoho CRM and Pipedrive compared in full
  • 2.4GPA

    Close

    Free trial · from $9/mo

    Sales CRM with built-in calling, SMS, email and an AI teammate.

    • Zoho CRM has a free plan. Close does not, though it has a free trial.
    • Only Close lists macOS and Windows apps.
    • Close also covers transcription.
    Zoho CRM and Close compared in full
  • 2.4GPA

    Attio

    Free plan · from $35/mo

    CRM with a customizable data model, workflows and AI agents.

    • Only Attio lists a browser extension.
    • Attio also covers transcription.
    Zoho CRM and Attio compared in full
  • 2.2GPA

    folk

    Free trial · from $24/mo

    CRM that pulls contacts from LinkedIn, email and WhatsApp.

    • Zoho CRM has a free plan. folk does not, though it has a free trial.
    • Only folk lists macOS and Windows apps.
    • Only folk lists a browser extension.
    Zoho CRM and folk compared in full

Part 08 · Questions

Quick answers

The questions people ask about it, each answered in a line or two

20

Questions, each answered in a line or two

The short version of everything above, for when you only need the answer. Each one is told in full in its part of the guide.

Is Zoho CRM free?

Zoho CRM has a free plan. Free edition for up to 3 users: lead, contact and deal management, tasks and events, 5,000 records, 1 GB of file storage, up to 5 workflow automations and the mobile apps.

How much does Zoho CRM cost?

Zoho CRM lists 5 plans. Free: $0.

What platforms does Zoho CRM work on?

Zoho CRM is available on Web, iOS and Android.

Does Zoho CRM offer any discounts?

Zoho CRM publicly lists the following: Save up to 34% with yearly billing; Lower price shown to buyers in India.

How is Zoho CRM rated?

Zoho CRM's iPhone and iPad app averages 4.4 out of 5 from 2,691 ratings on the App Store in the United States, as read on Oct 5, 2026.

Does Zoho CRM have a Windows app?

No Windows app was listed when its pages were read on Oct 9, 2026. Zoho CRM is listed for Web, iOS and Android.

Does Zoho CRM have a macOS app?

No macOS app was listed when its pages were read on Oct 9, 2026. Zoho CRM is listed for Web, iOS and Android.

Is Zoho CRM open source?

Zoho CRM is not described as open source on its own site, as read on Oct 9, 2026.

Does Zoho CRM have an API?

Yes. Zoho CRM offers a public API, according to its own site.

What does Zoho CRM integrate with?

Zoho CRM's listing names Google Workspace, Microsoft 365, Slack, Microsoft Teams, Zoom, Mailchimp, QuickBooks and Zapier.

Does Zoho CRM have a free trial?

Yes. 15-day free trial.

Who makes Zoho CRM?

Zoho CRM is made by Zoho Corporation. Privately held, with no parent company: its press releases describe Zoho as privately held and profitable, and its About page says it has never taken money from investors.

What are the alternatives to Zoho CRM?

The closest alternatives to Zoho CRM in our directory are HubSpot, Pipedrive, Close, Attio and folk.

Does Zoho CRM give refunds?

A monthly subscriber dissatisfied within the first month, or an annual one within the first 45 days, is told to get in touch: Zoho will try to resolve the issue, and if you are still unhappy it refunds in full and downgrades the account to the free plan.

How do I cancel Zoho CRM?

The terms say a subscription renews automatically unless you downgrade the paid plan to a free plan or tell Zoho you do not wish to renew, and that notice must come at least seven days before the renewal date.

What happens to my data if I cancel Zoho CRM?

The refund policy says a refunded account is downgraded to the free plan rather than closed, so the account and its records survive.

How do I contact Zoho CRM support?

Zoho CRM's pages list these ways to get help: live chat, phone, email, contact form or ticket, account manager, help centre and community or forum.

How does Zoho CRM compare with other CRM tools?

Zoho CRM's GPA of 2.6 is higher than 35 of the 48 other CRM tools we grade, and level with 4.

Is Zoho CRM good value for money?

ToolGPA grades Zoho CRM C for value for money. Its paid plans start at $14 a month for each person, against a middle price of $24 for the category: 13 of the 46 others that charge start lower.

Could I make my own version of Zoho CRM?

To replace Zoho CRM you would be making connections to other products, each kept working as those products change.

Where this guide comes from

The prices, plans, platforms and features were read from Zoho CRM’s own pages on Oct 9, 2026, and the grades were given on Oct 10, 2026. Graded from this listing, whose facts were read from Zoho's own pages on 4 October 2026, and its App Store rating. Also tested with a demo account on 2026-03-21.

Every tool we list gets five grades, A to F, each with its reason, and a GPA that averages them. How each is decided is at toolgpa.com/grades. This guide is ToolGPA’s own work; it is not made, paid for or approved by Zoho Corporation. Prices change, so check zoho.com before you buy.

Part 09 · About

About ToolGPA

Who made this guide, what else is on the site, and how to cite it

3,189

Tools graded, in 94 categories

ToolGPA grades software the way a school report grades a pupil: five subjects, a letter for each with the reason written beside it, and a GPA that averages them. Prices, plans and platforms are read from each maker’s own pages and dated, so you always know how fresh a figure is.

Every grade, review and ranking on ToolGPA is our own judgement. No company can pay for a grade or change one. Every tool on the site has a guide like this one, free to download and pass on. It all lives at toolgpa.com.

  • 3,189

    tools graded

  • 94

    categories

  • 426

    price changes on record

  • 579

    apps priced in 12 countries

What else is on toolgpa.com

Scan for the live page

Prices and grades as they are today

Quoting this guide?

Please name ToolGPA and link to the live page, so readers can check the figures for themselves:

ToolGPA, "Zoho CRM: The Insider's Guide", checked Oct 9, 2026. https://toolgpa.com/tools/zoho-crm

Know someone choosing between CRM tools?

Send them this guide: toolgpa.com/tools/zoho-crm/guide

ToolGPA elsewhere: youtube.com/@toolgpa

See our other guides

The best-graded CRM tools after Zoho CRM, each with an Insider's Guide of its own.

ToolGPA

Choosing software? Every tool graded, every price dated.

Compare tools at toolgpa.com ›

Everything in this guide is ToolGPA’s own summary of what Zoho CRM’s pages, its app-store listings and public reviews said on the dates shown. Grades are our judgement under the rules at toolgpa.com/grades. Every grade, review and ranking on ToolGPA is our own judgement. No company can pay for a grade or change one. Zoho CRM is a trademark of its owner, and this guide is not made, paid for or approved by Zoho Corporation. Prices and plans change: check zoho.com before you buy.