- What it does: Zoho CRM is a general-purpose CRM. Its pricing page lists a free plan for three users and paid plans at US$14, US$23 and US$40 per user per month. Custom modules and multiple sales pipelines are available from the Standard plan, so agencies can model policies and renewals themselves.
- Best for: Small agencies and teams with a technical owner who want a cheap, flexible CRM and are willing to configure it.
- Not a fit for: Agencies that want insurance workflows, AMS sync and renewal logic out of the box.
- Pricing: Not published (Per user per month); free trial: Free trial on paid plans; free plan for 3 users
Pricing
Free $0 (3 users); Standard US$14, Professional US$23, Enterprise US$40 per user per month as shown on the pricing page. HIPAA compliance is listed from the Standard plan.
Common questions
How much does Zoho CRM cost?
Zoho CRM does not publish pricing; it is quoted by sales (Per user per month). Free $0 (3 users); Standard US$14, Professional US$23, Enterprise US$40 per user per month as shown on the pricing page. HIPAA compliance is listed from the Standard plan.
Who is Zoho CRM best for?
Small agencies and teams with a technical owner who want a cheap, flexible CRM and are willing to configure it. It is a weaker fit for agencies that want insurance workflows, AMS sync and renewal logic out of the box.
What are the best Zoho CRM alternatives?
Other agency tools tools we track include Agency Revolution, AgencyBloc, AgencyZoom, Applied Epic, Bold Penguin. See our Zoho CRM alternatives page for a side-by-side.