Zoho appsZoho CRMSet up by an authorized Zoho partner
Zoho CRM, set up around how your team sells.
Zoho CRM is Zoho's customer relationship management software: leads, contacts, accounts and deals in one place, with pipelines, email and calls, automation and AI (Zia). It is free for 3 users, and paid editions cost $14 to $52 per user a month, billed yearly. Creator Scripts sets it up, moves your data in and customizes it to your sales process.
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Riverside Dental, new clinic
$18,400
- Owner
- Ana Ruiz
- Closing date
- Nov 28
- Next step
- Send revised quote
- Zia score
- 82
Call logged automatically, 6 min
BLUEPRINTProposal to Negotiation
- Budget confirmed
- Decision maker named
- Discount approved by manager
One lead becomes three records.
A lead is someone you have not qualified yet. When they are worth pursuing, you convert the lead and Zoho CRM creates a contact (the person), an account (their company) and a deal (the sale). Every email, call, meeting, quote and note lands on those records, so anyone on the team can pick up where the last person left off.
- Modules
- Leads, Contacts, Accounts, Deals, Activities, Products, Quotes, plus custom modules for what your business tracks.
- Channels
- Email, phone, WhatsApp and SMS, web forms and website chat, all logged on the record.
- Automation
- Workflow and assignment rules, Blueprint processes, cadences and approvals.
- AI
- Zia scores leads and deals, spots anomalies and drafts emails; agents can act with your approval.
Your pipeline, with your stage names.
Type your own stages or pick a preset, then keep scrolling. The example deal moves through them, and the timeline shows what Zoho CRM does at each step.
Example deal. Your stage names stay in this browser only.
Timeline
ExampleAssignment rulesDay 1, 09:12
Web form lead converted. Deal created in Qualification and assigned to Ana by round robin.
Workflow ruleDay 1, 09:13
Intro email sent from a template, and a call task is due tomorrow for Ana.
BlueprintDay 3, 16:40
Before the deal could move on, Blueprint asked for Budget and Decision maker. Ana filled both.
Quotes and approvalsDay 4, 11:05
Quote built from the price book. A 12% discount went to Marta for approval.
ZiaDay 5, 08:30
Zia scored the deal 82 and drafted a follow-up. Ana approved it before it was sent.
CadencesDay 8, 10:00
No reply after three days, so the cadence sent a second email and set a call.
Zoho Books and Zoho SignDay 12, 15:22
Won. Invoice created in Zoho Books, agreement sent with Zoho Sign, onboarding task for the account team.
What Zoho CRM costs, written as a quote.
US list prices per user a month, before tax. Signing up through us costs the same as signing up with Zoho, and our setup work is quoted separately.
| Edition | Per user a month | Adds |
|---|---|---|
| Free | $0up to 3 users | Leads, contacts, deals, tasks, mobile apps. Limits: 10 email templates, 10 exports, 5,000 API calls a day. |
| Standard | $14$20 monthly | Workflow and assignment rules, cadences, reports and dashboards, forecasting, custom modules, multiple pipelines. |
| Professional | $23$35 monthly | Blueprint (process automation), CPQ and quotes, inventory, Google Ads integration, widgets. |
| Enterprise | $40$50 monthly | Zia sales assistant, territories, custom functions, client portals, sandbox, approval processes. |
| Ultimate | $52$65 monthly | Higher limits, custom AI and machine learning, data preparation, migration help. |
In Mexico Zoho bills in pesos: Mex$216, 360, 630 and 810 per user a month billed yearly (Mex$324, 540, 810 and 990 monthly), plus IVA.
Running more than sales?Zoho One includes Zoho CRM with 40+ other apps under one license.
Two people and a pipeline? Zoho's simpler CRM, Bigin, may be enough. We will tell you if it is.
What we set up, in the order we do it.
We are an authorized Zoho partner and have built on Zoho for more than ten years (all our Zoho services). Small teams skip steps; larger ones add a sandbox and more training.
Already on Zoho CRM and it feels messy? Our free health check is a 30-minute audit of your setup against 25 checks, with a written report within 48 hours.
Get the free health checkZoho CRM, Salesforce or HubSpot?
All three are good CRMs. The right one depends on what else you run, how much you will customize, and what you can spend per seat.
- Free plan
- Free for 3 users.
- Free Suite with basic records.
- Free CRM tools.
- Entry price
- $14 per user a month (Standard).
- From $25 per user (Starter Suite).
- From about $20 per seat (Starter).
- Tier most teams buy
- $23 (Professional, with Blueprint and quotes).
- About $100 (Pro Suite).
- About $100 per seat (Sales Hub Professional).
- Custom logic
- Deluge functions, custom modules, Blueprint.
- Flows and Apex; usually needs an admin or developer.
- Workflows, custom code actions on higher tiers.
- Around it
- Books, Desk, Campaigns, Analytics and more in Zoho One.
- The largest app marketplace and add-on clouds.
- Marketing, service and content hubs.
- Fits best
- Small and mid-size teams that want one suite and deep customization at a low cost per user.
- Larger companies with admins and complex requirements.
- Teams whose sales start with inbound marketing.
List prices in USD, billed yearly, as published in October 2026 (vendor pages, costbench.com, saascrmreview.com). They change; check with each vendor before you buy.
Notes: what people ask before they switch.
What is Zoho CRM used for?
Tracking leads, customers and deals in one place, so your team knows who to call next, what was said last time and what each deal is worth. It also sends emails, logs calls, automates follow-ups and reports on your pipeline and forecast.
Is Zoho CRM free?
Yes, for up to 3 users. The free edition covers leads, contacts, deals, tasks and the mobile apps, with limits such as 10 email templates, 10 exports and 5,000 API calls a day. Most teams move to Standard when they need workflows, more users or reports.
How much does Zoho CRM cost?
In US list prices per user a month, billed yearly: Standard $14, Professional $23, Enterprise $40 and Ultimate $52. Billed monthly: $20, $35, $50 and $65. Taxes are added on top. In Mexico, Zoho bills in pesos.
Which edition do most small teams need?
Standard covers a simple pipeline with workflow rules and reports. Professional is the usual choice once you want Blueprint to enforce your process, or quotes with price books. Enterprise makes sense for territories, client portals, a sandbox or Zia's sales assistant.
Can Zoho CRM be customized to our process?
Yes. You can add custom modules and fields, change layouts per team, enforce steps with Blueprint, and write Deluge functions for logic the rules cannot express. That customization is most of our work.
How long does a Zoho CRM implementation take?
A simple rollout for a small team with light changes takes 2 to 4 weeks. A typical rollout with data migration and several workflows takes 4 to 8 weeks. Multiple pipelines, custom modules and Deluge work take 8 to 12 weeks.
Can we migrate from Salesforce, HubSpot or Pipedrive?
Yes. Moving the records is the easy part; the work is rebuilding workflows, custom objects and reports so they behave the way your team expects. We clean duplicates and set owners on the way in.
Does Zoho CRM have AI?
Yes. Zia scores leads and deals, predicts close dates, flags anomalies and drafts emails, and Zoho's agents can take actions. We also connect Claude or GPT through MCP when you need more, always scoped by module and with a person approving anything that is sent.
Does Zoho CRM work in Mexico, in Spanish and with CFDI 4.0?
Yes. Zoho CRM runs in Spanish and Zoho bills in pesos. Invoices with CFDI 4.0 are issued from Zoho Books, which we connect to Zoho CRM so a won deal becomes a stamped invoice.
Zoho CRM or Bigin?
Bigin is Zoho's simpler pipeline CRM for very small teams. Zoho CRM is for teams that need automation, custom modules, quotes, territories or integrations. You can move from Bigin to Zoho CRM later.
Is Creator Scripts a Zoho partner?
Yes. We are an authorized Zoho partner and have built on Zoho for more than ten years, for clients in the United States, Mexico and Latin America (see our customers). You can sign up for Zoho CRM through us at the same price as with Zoho.
Convert this lead.
Fill in the lead and convert it. You get the contact, account and deal we would create in our own Zoho CRM, with a suggested edition and an estimate from the prices above. Nothing is sent until you choose to send it.
You
Primary contact
Your company
Selling from spreadsheets
Zoho CRM rollout
- Edition
- Professional
- Zoho cost
- $115 a month, billed yearly
- Pipeline
- Qualification, Needs analysis, Proposal, Negotiation, Closed won
- Must-haves
- None picked
- Owner
- Creator Scripts