# Close vs Zoho CRM

| Attribute | Close | Zoho CRM |
|---|---|---|
| **Vioscale score** | 70.8 (75% (high)) | 70.1 (72% (medium)) |
| content.faq | `[{"answer":"Close is a sales CRM platform that integrates multiple communication and sales management tools into a single system. It's designed for sales teams of any size, from solo operators to larger organizations, combining contact management, pipeline tracking, and reporting capabilities.","source":"https://close.com","question":"What is Close and who is it designed for?","confidence":0.95},{"answer":"Close enables sales teams to communicate with prospects and customers through multiple channels including phone calling, email messaging, and SMS text messages. All these communication methods are integrated directly within the CRM, allowing teams to manage all interactions from a single interface.","source":"https://close.com","question":"What communication channels does Close support?","confidence":0.95},{"answer":"Close uses a per-user subscription model with flexible billing available on monthly or annual terms. The pricing is designed to be cost-effective for small teams and solo operators, with plans scaling based on team size and feature requirements.","source":"https://close.com","question":"How is Close priced?","confidence":0.92},{"answer":"Close offers a free tier for basic usage and a 30-day free trial for new users to explore the platform's full capabilities before committing to a paid plan.","source":"https://close.com","question":"Does Close offer a free tier or trial?","confidence":0.95},{"answer":"Close integrates with over 100 applications including popular tools like Slack, ChatGPT, Claude, WhatsApp, and Salesforce. This allows teams to connect their existing workflow and data systems to streamline operations.","source":"https://close.com","question":"What integrations does Close support?","confidence":0.95},{"answer":"Close combines contact and company management, email and SMS communication tools, and sales pipeline tracking within one platform. It also includes workflow automation to streamline repetitive tasks, performance dashboards with reporting and sales forecasting, API access for custom integrations, and support for custom fields tailored to your business needs.","source":"https://close.com","question":"What are Close's main capabilities?","confidence":0.95},{"answer":"Close includes an AI sales assistant called Chloe that automates certain sales tasks and activities. The assistant is integrated directly within the platform to help streamline team workflows and boost productivity.","source":"https://close.com","question":"Does Close include an AI sales assistant?","confidence":0.9},{"answer":"Close is a web-based platform accessible through standard web browsers, eliminating the need for desktop software installation. This allows sales teams to work from anywhere with an internet connection.","source":"https://close.com","question":"How does Close deploy—is it web-based or desktop software?","confidence":0.9}]` | `[{"answer":"Zoho CRM is a cloud-based customer relationship management platform designed to help businesses manage customer interactions, sales pipelines, and team collaboration. The platform serves over 300,000 businesses globally across all industries, ranging from small teams to enterprises.","source":"https://www.zoho.com/crm/","question":"What is Zoho CRM and who uses it?","confidence":0.95},{"answer":"Zoho CRM offers a freemium model with a perpetual free tier supporting up to 3 users, plus multiple paid subscription plans priced per user per month. Subscriptions are flexible with no long-term contracts required, and annual plans typically offer savings compared to monthly billing.","source":"https://www.zoho.com/crm/pricing.html","question":"What is Zoho CRM's pricing model?","confidence":0.93},{"answer":"Zoho CRM is proprietary commercial software, not open-source. It is a cloud-based Software-as-a-Service (SaaS) platform operated and maintained by Zoho Corporation.","source":"https://www.zoho.com/crm/","question":"Is Zoho CRM open-source or proprietary?","confidence":0.98},{"answer":"Zoho CRM is exclusively cloud-based and accessible through web browsers and dedicated mobile applications. There is no self-hosted or on-premises deployment option available; all data and functionality reside in Zoho's cloud infrastructure.","source":"https://www.zoho.com/crm/","question":"How is Zoho CRM deployed, and what platforms does it support?","confidence":0.94},{"answer":"Key features include sales force automation with pipeline and territory management, AI-powered assistance for task automation and insights, lead management and nurturing, process automation through workflows and cadences, business intelligence with dashboards and reporting, and extensive customization options. The platform also supports omnichannel customer engagement and includes configure-price-quote (CPQ) functionality in higher-tier plans.","source":"https://www.zoho.com/crm/features/","question":"What are the main features and capabilities of Zoho CRM?","confidence":0.92},{"answer":"Yes, Zoho CRM integrates with over 1,000 third-party applications through its Zoho Marketplace. Users can connect to popular business tools, and developers can build custom integrations using Zoho's REST APIs.","source":"https://www.zoho.com/crm/","question":"Does Zoho CRM support integrations with other applications?","confidence":0.9},{"answer":"Zoho CRM offers multiple tiers (Free, Standard, Professional, Enterprise, and Ultimate) with increasing capabilities. The Free edition supports up to 3 users with basic contact and workflow management. Higher tiers progressively add AI agents, advanced automation, inventory management, custom functions, and enterprise features like multi-team management and approval workflows.","source":"https://www.zoho.com/crm/pricing.html","question":"What are the main differences between Zoho CRM editions?","confidence":0.91},{"answer":"Zoho CRM competes with platforms like Salesforce, HubSpot, Pipedrive, and Microsoft Dynamics. Zoho generally positions itself as more affordable and accessible to small and mid-market businesses, with strong AI capabilities and extensive customization. Unlike some competitors, Zoho offers a persistent free tier and does not require long-term contracts.","source":"https://www.zoho.com/crm/","question":"How does Zoho CRM compare to alternative CRM platforms?","confidence":0.85}]` |
| deployment.options | `{"cloud":true}` | `{"cloud":true}` |
| description.long | A cloud-based sales CRM combining built-in calling, email, and SMS with workflow automation and an embedded AI sales agent that proactively calls leads, qualifies prospects, and automates follow-ups. | A cloud-based sales and customer management platform that combines artificial intelligence with workflow automation and an intuitive user interface to help businesses streamline sales processes, team collaboration, and customer engagement. |
| features.capabilities | `{"api_access":true,"mobile_app":true,"custom_fields":true,"email_integration":true,"contact_management":true,"pipeline_management":true,"workflow_automation":true,"reporting_dashboards":true}` | `{"api_access":true,"mobile_app":true,"custom_fields":true,"contact_management":true,"pipeline_management":true,"workflow_automation":true,"reporting_dashboards":true}` |
| integrations.count | 100 | 7 |
| integrations.list | `[{"name":"Fivetran"},{"name":"Zapier"},{"name":"Zoom"}]` | `[{"name":"Zoho Creator"},{"name":"Zoho Books"},{"name":"Zoho Catalyst"},{"name":"Zoho Cliq"},{"name":"Zoho RPA"},{"name":"Google APIs"},{"name":"YouTube APIs"}]` |
| market.availability | `{"primaryMarkets":["US","CA"],"availabilityScope":"global","availableCountries":[],"notAvailableCountries":[]}` | `{"primaryMarkets":[],"availabilityScope":"global","availableCountries":[],"notAvailableCountries":[]}` |
| platform.support | `{"ios":true,"web":true,"android":true}` | `{"web":true}` |
| pricing | `{"type":"subscription","plans":[{"free":false,"name":"Solo","summary":"$9/user/mo (annual) or $19/user/mo (monthly)","features":["Limited to 1 user","Up to 10k leads","500 AI credits per month","Chloe AI access","Workflows not included"],"minSeats":1,"components":[{"kind":"per_unit","unit":"user","amount":9,"period":"month","currency":"USD"}],"description":"Core CRM for solo operators and individual sales reps","contactSales":false,"includedLimits":{"leads":"10k","ai_credits_monthly":"500"}},{"free":false,"name":"Essentials","summary":"$35/user/mo (annual) or $49/user/mo (monthly)","features":["Unlimited contacts & leads","Team collaboration features","Built-in forms, email, calling & SMS","Centralized inbox & task list","1,000 AI credits per month","Workflows not included"],"components":[{"kind":"per_unit","unit":"user","amount":35,"period":"month","currency":"USD"}],"description":"System of action for small teams","contactSales":false,"includedLimits":{"leads":"unlimited","contacts":"unlimited","ai_credits_monthly":"1000"}},{"free":false,"name":"Growth","summary":"$99/user/mo (annual) or $109/user/mo (monthly)","features":["Automated workflows","Use Chloe in Workflows","Power dialer","Custom activities","Send bulk email","1,500 AI credits per month"],"components":[{"kind":"per_unit","unit":"user","amount":99,"period":"month","currency":"USD"}],"description":"Leveraging AI and automation for growing teams","contactSales":false,"includedLimits":{"ai_credits_monthly":"1500"}},{"free":false,"name":"Scale","summary":"$139/user/mo (annual) or $149/user/mo (monthly). Custom pricing available.","features":["Role-based access & permissions","Lead visibility rules","Predictive dialer","Unlimited call recording retention","Live call coaching","2,000 AI credits per month","Custom pricing available for complex needs"],"components":[{"kind":"per_unit","unit":"user","amount":139,"period":"month","currency":"USD"}],"description":"Advanced control for scaling organizations","contactSales":true,"includedLimits":{"ai_credits_monthly":"2000"}}],"summary":"From $9/user/mo (annual billing). Free 30-day trial. All plans include AI agent features and credits.","currency":"USD","freeTier":true,"sourceUrl":"https://close.com/pricing","retrievedAt":"2026-08-14T10:16:52.711Z","freeTrialDays":30,"startingPrice":{"amount":9,"period":"month","currency":"USD"},"billingPeriods":["month","year"]}` | `{"type":"freemium","summary":"Flexible pricing with free tier available; specific plan details not publicly listed","freeTier":true,"sourceUrl":"https://www.zoho.com/crm/","retrievedAt":"2026-08-14T15:22:12.246Z"}` |
| pricing.free_tier | yes | yes |
| pricing.model | freemium | freemium |
| pricing.price_level | low | low |
| pricing.transparent | yes | yes |
| release.cadence_days | - | 45 |
| reliability.status_page | yes | yes |
| security.disclosure_policy | - | yes |
| security.gdpr | yes | yes |
| security.hipaa | - | yes |
| security.iso27001 | - | yes |
| security.soc2 | yes | yes |

## Capabilities (CRM Software)

| Capability | Close | Zoho CRM |
|---|:--:|:--:|
| **Core** |  |  |
| Contact & account management | ✓ | ✓ |
| Deal / pipeline management | ✓ | ✓ |
| Lead scoring | - | - |
| **Communication** |  |  |
| Email sync & tracking | ✓ | - |
| **Automation** |  |  |
| Marketing automation | - | - |
| Workflow automation | ✓ | ✓ |
| **Insight** |  |  |
| Reporting & dashboards | ✓ | ✓ |
| Sales forecasting | - | - |
| **Access** |  |  |
| Native mobile app | ✓ | ✓ |
| **Extensibility** |  |  |
| Public API | ✓ | ✓ |
| Custom fields & objects | ✓ | ✓ |

*Source: Vioscale. Generated 2026-09-01T16:40:11.075Z. "-" = undocumented, not absent.*
