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CRMvalet

Zoho CRM

CRM for managing leads, contacts, deals, workflows and reporting.

15-day free trialThe official product page describes a trial without a credit card; keep the paid trial environment separate from Free.

Best suited for

  • Small and medium-sized sales teams needing managed fields, workflows and follow-up, with an owner for CRM administration.
  • Free provides contacts, deals, activities, rule-based workflows and built-in reports.
  • Standard is the first paid CRM edition. Its description includes custom reports and cadences; Blueprint is in Professional.
  • Enterprise adds more extensive control including territories and custom functions. These are not Free capabilities.
  • The free edition offers a bounded way to try records and follow-up; the current user limit is shown in the plan table.

Less suitable if

  • Only Free has verified pricing here. Request a quote for the paid edition, currency, tax, billing, full users and any restricted team roles.
  • Free has limited workflow rules and no scheduled workflow actions. Advanced process control requires a different plan decision.
  • Export requires permissions and has different CSV and XLSX limits. It does not guarantee that automations, attachments and every relationship can be recreated.
  • Data region, Swedish contract conditions and AI language support must be checked for your order.

Target audience

Small and medium-sized sales teams needing managed fields, workflows and follow-up, with an owner for CRM administration.

Main use cases

  • Free provides contacts, deals, activities, rule-based workflows and built-in reports.
  • Standard is the first paid CRM edition. Its description includes custom reports and cadences; Blueprint is in Professional.
  • Enterprise adds more extensive control including territories and custom functions. These are not Free capabilities.

Strengths

  • The free edition offers a bounded way to try records and follow-up; the current user limit is shown in the plan table.
  • Official documentation distinguishes simple workflow rules from scheduled actions and Blueprint.
  • Documented export formats support data checks and planning a future migration.

Weaknesses and caveats

  • Only Free has verified pricing here. Request a quote for the paid edition, currency, tax, billing, full users and any restricted team roles.
  • Free has limited workflow rules and no scheduled workflow actions. Advanced process control requires a different plan decision.
  • Export requires permissions and has different CSV and XLSX limits. It does not guarantee that automations, attachments and every relationship can be recreated.
  • Data region, Swedish contract conditions and AI language support must be checked for your order.

Documented integrations

No named integrations are documented in the source material.

The statements above are based on the sources listed under Sources & Verification.

Relevant comparisons

Prices & Plans

Price information last checked: 2026-10-11

Free

Free licence within the stated user limit.

Free

Source-checked price

Source checked on 2026-10-11

Limits

  • Users3
  • Csv records per module export200000
  • Xlsx records per module export50000
  • Module exports per day10

Features

  • Lead management

    Distinct lead stage or object before qualification.

    Included
  • Contact management

    Structured people records and activity history.

    Included
  • Activities and tasks

    Tasks, calls, meetings, reminders or follow-ups.

    Included
  • Deal management

    Opportunities with value, owner, stage and close data.

    Included
  • Workflow automation

    Configurable triggers and actions.

    Included
  • Standard reporting

    Provider-built CRM or sales reports.

    Included
  • Data export

    Documented export of core CRM records.

    Limited

Sources & status

Zoho CRM edition feature comparisonfrom Zohoen / global
Source status: Source checked
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Zoho CRM Free edition featuresfrom Zohoen / global
Source status: Source checked
Verification is oldSource checked: View original source (opens in a new tab)
Export CRM datafrom Zohoen / global
Source status: Source checked
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Zoho CRM Featuresfrom Zohoen
Source status: Source checked
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Zoho CRM Pricing and Editionsfrom ZohoGlobal
Source status: Source checked
Recently verifiedGeneral product evidence: Price and offer checked: View original source (opens in a new tab)
Configuring Workflow Rulesfrom Zohoen
Source status: Source checked
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Zoho CRM V8 APIsfrom Zohoen
Source status: Source checked
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