First, we provide paid placements to advertisers to present their offers. This compensation comes from two main sources. To help support our reporting work, and to continue our ability to provide this content for free to our readers, we receive compensation from the companies that advertise on the Forbes Advisor site. The Forbes Advisor editorial team is independent and objective. In addition, the Enterprise and Ultimate plans have access to the Zia prediction builder and artificial intelligence (AI) tools, which offer several sales management tools, including prediction models. Zoho CRM offers basic sales forecasting data on all of its paid plans. Lower-tier plans do not have access to sales forecasting features. HubSpot offers customized sales forecasts for its Professional and Enterprise plan customers. Most sales leaders and business owners want to have a good handle on what sales might look like in the future. All paid plans allow you to schedule reports, so they’re ready when you want them. In addition, the Zoho Standard plan comes with 100 custom reports while the three highest-tier plans offer unlimited reports. Zoho CRM provides standard customer reports on all plans. With the Professional plan, you can create up to 100 custom reports while the Enterprise plan lets you build up to 500 custom reports. Custom reports are only available on HubSpot’s top-tier plans. Paid plans range from 10 dashboards with 10 reports per dashboard to 50 dashboards with 30 reports per dashboard. With a free HubSpot account, you can have up to three dashboards with 10 reports per dashboard. Email notifications range from 50 per day, per user license (or 150 total emails a day, whichever is lower) on the free plan to 1,000 per user license (or 50,000 total emails per day, whichever is lower) on the Ultimate plan. The free plan permits 10 email templates, the Standard plan allows up to 100 and the higher-tier plans offer unlimited email templates. If you connect a hosted inbox to your HubSpot conversations box, you can send up to 500 emails per day with a free account or up to 5,000 emails per day with a paid plan.Įmail features with Zoho CRM vary by plan, too. For example, Gmail free maxes out at 350 emails daily, while Office 365 allows 1,000 emails daily. HubSpot email send limits vary based on each email’s provider limit. Paid plans come with all the free features plus 5,000 email templates. For example, even the free plan includes 1:1 email, team email, email scheduling, email reply tracking and five email templates. HubSpot offers a variety of email marketing tools with its CRM, though the features offered vary by plan. Zoho CRM de-duplicates data on its top three-tier plans. HubSpot comes up short with duplicate management as that feature is only available on HubSpot’s high-priced Professional and Enterprise plans. Having duplicate contacts and data in your CRM can be problematic. In addition, the paid versions of both CRMs allow you to add scoring data to leads so you can prioritize which leads offer the most promise. Contact and Lead Managementīoth HubSpot and Zoho CRM make it easy to gather and organize contact and lead information and critical sales data, such as call logs, contact notes and sales signals. Zoho CRM also offers an Ultimate plan which starts at $52 per user, per month and adds advanced business intelligence (BI) and analytics tools in addition to other features. Up to 100 custom reports and 10 custom dashboards Up to 50 emails per user license (up to 150 total emails) Monthly billing plans are available for HubSpot and Zoho CRM, although you’ll pay anywhere from 10% to 35% more when paying monthly. Zoho CRM’s paid plans are much more budget-friendly, ranging from $14 to $52 per user, per month, when billed annually. HubSpot’s paid plans start at $45 per month to $1,200 per month when billed annually but scale higher depending on the number of users you add to your plan. Online chat and ticketing Extensive online help center with tutorials, videos and troubleshooting tipsīoth HubSpot and Zoho CRM offer limited-feature free plans, which is helpful for those on a tight budget. Zoho Commerce, Shopify and others through ZapierĮmail, phone, online chat, HubSpot Community, HubSpot Academy and the online KnowledgeBase Integrates with dozens of popular ecommerce apps, including Shopify, WooCommerce, Square, SamCart and BigCommerce Relatively user-friendly, but set-up can be confusing
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