ZOHO CRM 

LeadsYesYesYesYes

ContactpersonenYesYesYesYes

BedrijvenYesYesYesYes

OpportunitiesYesYesYesYes

Taken, Notities en KalenderYesYesYesYes

CRM WeergavesYesYesYesYes

Sales ForecastingYesYesYes-

BCC dropbox voor e-mailYesYes--

Macro'sYesYes--

Meerdere valuta'sYes---

Contextual Custom Related ListsYes---

FEEDS - TEAM COLLABORATION

Status UpdatesYesYesYesYes

Direct MessagesYesYesYesYes

Attach Files to FeedsYesYesYesYes

Follow-up RulesYesYesYesYes

Groups for Team CollaborationYesYesYes-

SOCIAAL

Integratie met TwitterYesYesYesYes

Integrate met FacebookYesYesYesYes

Sociale TabYesYes--

Capture Leads from Twitter/FacebookYesYes--

Contextual Social Interaction with Leads/ContactsYesYes--

MARKETING AUTOMATION

Email TemplatesOnbeperktOnbeperkt1002

Email Opt-outYesYesYesYesWebsite Visitor Trackinged by Zoho SalesIQ. Activate integration with Zoho SalesIQ to proactively live chat with visitors.YesYe

Mass Emails1000 emails/dag500 emails/dag250 emails/dag-

Marketing CampaignsYesYesYes-

Auto-respondersYes---

Zoho CRM for Google AdWordsYes---

CUSTOMER SUPPORT

CasesYesYes--

SolutionsYesYes--

INVENTORY MANAGEMENT

ProductenYesYes--

PrijslijstenYesYes--

OffertesYesYes-- OrdersYesYes--

FacturenYesYes--

LeveranciersYesYes--

Inkoop OrdersYesYes--

DOCUMENT LIBRARY

Folder SharingYesYesYes-

Attach DocumentsYesYesYes-

File VersioningYesYesYes-

ReviewsYesYesYes-

ANALYTICS

Standard ReportsYesYesYesYes

Custom ReportsYesYesYes-

Schedule ReportsYesYesYes-

Standard DashboardsYesYesYes-

Custom DashboardsYesYesYes-

WEB FORMS

Web to Lead FormYesYesYesYes

Web to Contact FormYesYesYesYes

Web to Case FormYesYes--

Notify OwnerYesYesYes-

FILE STORAGE

Free Storage/Org1 GB1 GB1 GB1 GB

Free Storage/User License1 GB512 MB512 MB-

Additional Storage€4/maand/5 GB€4/maand/5 GB€4/maand/5 GB-

DATA ADMINISTRATION

Data Opslag (Alle Modules)OnbeperktOnbeperkt100,0005000

Import Data (per batch)20,00020,00010,0001000

Export Module DataYesYesYesYes

API for Third-party IntegrationYesYesYesYes

Maandelijkse Data BackupYesYesYes-

Extra Data Backup€10 per extra backup€10 per extra backup€10 per extra backup€10 per extra backup

Data ontdubbeling (leads, bedrijven en contactpersonen)YesYes--

SECURITY ADMINISTRATION

ProfilesYesYesYes-

Organizational Hierarchy (Roles)YesYesYes-

Field-level SecurityYesYes--

Data Sharing RulesYes---

GroupsYesYesYes-

Territory ManagementYes---

PRODUCT CUSTOMIZATION

Page LayoutYesYesYesYes

Rename TabsYesYesYesYes

Custom FieldsYesYesYes-

Custom LinksYesYes--

Web TabsYes---

Tab GroupsYes---

Custom ModulesYes---

WORKFLOW MANAGEMENT

Workflow RulesYesYesYes-

Workflow AlertsYesYesYes-

Workflow TasksYesYesYes-

Assignment RulesYesYes--

WebhooksYesYes--

Workflow ApprovalYes---

Field UpdatesYes---

Custom Functions using Deluge ScriptYes---

Time-based ActionsYes---

Automated Pulse Follow-upsYes---

Case Escalation RulesYes---

ZOHO CRM INTEGRATIONS

Integration with Zoho CampaignsYesYesYes-

Integration with Zoho ProjectsYesYesYes-

Integration with Zoho SalesIQYesYesYes-

Integration with Zoho SupportYesYesYes-

Zoho Mail Add-onYesYes--

Zoho Writer Add-onYesYes--

Zoho Invoice/Books IntegrationYesYes--

Plug-in for Microsoft OutlookYesYes--

Plug-in for Microsoft OfficeYesYes--

Integration with Zoho CreatorYes---

ZOHO PHONEBRIDGE FOR CALL CENTERSYesYes--

Online Connector for TwilioYesYes--

Online Connector for RingioYesYes--

On-premise Connector for AvayaYesYes--

On-premise Connector for AsteriskYesYes--

On-premise Connector for ElastixYesYes--

INTEGRATION WITH GOOGLE APPS

Zoho CRM Contextual Gadget for GmailYesYesYesYes

Export Events to Google CalendarYesYesYesYes

Export to Google TasksYesYesYesYes

Synchronize Google CalendarYesYesYes-

Synchronize Google ContactYesYesYes-

Zoho CRM Web Forms for Google SitesYesYesYes-

PROBEER NUPROBEER NUPROBEER NUPROBEER NU

iPad, iPhone and Android devicesYesYesYesYes

View RecordsYesYesYesYes

View Related RecordsYesYesYesYes

Search Records in Phone or Zoho CRM ServiceYesYesYesYes

Send Email to Leads & ContactsYesYesYesYes

Make Phone CallsYesYesYesYes

View Customer Location in Google MapsYesYesYesYes

View Records in Offline ModeYesYesYesYes

Create, Edit or Delete RecordsYesYesYesYes

Log Phone CallsYesYesYesYes

Create, Edit or Delete Records in Offline ModeYesYesYesYes

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