VELAIO Packages
Beaverton, OR
View Full ProfileZOHO CRM
Sensational software, Sensible price Zoho CRM Plus unifies your sales, marketing, customer service, and every other customer-facing team on one platform so you can deliver exceptional customer experiences to every customer. Unify business data, customer engagements, ROI, and more—all while keeping your customer at the center of everything you do.
| Features |
Small $18 /mo |
Medium $30 /mo |
Large $45 /mo |
|---|---|---|---|
|
Sales force automation |
Basic modules Tasks calls events Advanced filters Multiple pipelines Scoring rules Sales forecasting Email insights Multiple currencies |
All in Small plus Macros SalesSignals Assignment rules |
All in Medium plus Multiple scoring rules Custom SalesSignals Email parsers Data entry wizards Portals |
|
Automation and process management |
Workflow rules Email notifications |
All in Small plus Blueprint Webhooks |
All in Medium plus Record approval process Data review process Custom functions CommandCenter |
|
Product customization |
Homepage customization Rename tabs Custom list views Custom fields Canvas Tab groups |
All in Small plus Validation rules |
All in Medium plus Custom modules Custom buttons Page layouts Translations Developer sandbox |
|
Reports and analytics |
Predefined reports Predefined dashboards Custom reports and dashboards Limited Basic dashboard components Analytics mobile app |
All in Small plus Custom reports and dashboards Unlimited |
All in Medium plus Advanced dashboard components Anomaly detectors Webform analytics |
|
Marketing automation |
Email templates Email authentication Mass email Social profile integration Seamlessly integrate your social media accounts and manage activities directly from Zoho CRM |
All in Small plus Email relay CRM for Google Ads |
All in Medium plus Attribution Segmentation Autoresponders |
|
Security |
Profiles Rolebased hierarchy Multiple organizations GDPR compliance CRM audit logs IP address restriction |
All in Small plus Fieldlevel security |
All in Medium plus Reporting hierarchy Recordlevel sharing Territory management Data encryption |
|
Small $18 /mo |
|
|---|---|
|
Sales force automation |
Basic modules Tasks calls events Advanced filters Multiple pipelines Scoring rules Sales forecasting Email insights Multiple currencies |
|
Automation and process management |
Workflow rules Email notifications |
|
Product customization |
Homepage customization Rename tabs Custom list views Custom fields Canvas Tab groups |
|
Reports and analytics |
Predefined reports Predefined dashboards Custom reports and dashboards Limited Basic dashboard components Analytics mobile app |
|
Marketing automation |
Email templates Email authentication Mass email Social profile integration Seamlessly integrate your social media accounts and manage activities directly from Zoho CRM |
|
Security |
Profiles Rolebased hierarchy Multiple organizations GDPR compliance CRM audit logs IP address restriction |
|
Medium $30 /mo |
|
|---|---|
|
Sales force automation |
All in Small plus Macros SalesSignals Assignment rules |
|
Automation and process management |
All in Small plus Blueprint Webhooks |
|
Product customization |
All in Small plus Validation rules |
|
Reports and analytics |
All in Small plus Custom reports and dashboards Unlimited |
|
Marketing automation |
All in Small plus Email relay CRM for Google Ads |
|
Security |
All in Small plus Fieldlevel security |
|
Large $45 /mo |
|
|---|---|
|
Sales force automation |
All in Medium plus Multiple scoring rules Custom SalesSignals Email parsers Data entry wizards Portals |
|
Automation and process management |
All in Medium plus Record approval process Data review process Custom functions CommandCenter |
|
Product customization |
All in Medium plus Custom modules Custom buttons Page layouts Translations Developer sandbox |
|
Reports and analytics |
All in Medium plus Advanced dashboard components Anomaly detectors Webform analytics |
|
Marketing automation |
All in Medium plus Attribution Segmentation Autoresponders |
|
Security |
All in Medium plus Reporting hierarchy Recordlevel sharing Territory management Data encryption |