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CRM & Sales · head to head

Agile CRM vs Zoho Books

Agile CRM logo

Agile CRM

CRM & Sales

All-in-one CRM, Marketing, and Service Software

From
Free
Rated
-
Full reviewWebsite
Zoho Books logo

Zoho Books

Accounting & Finance

Simple, smart accounting software for growing businesses

From
Free
Rated
-
Full reviewWebsite

The short version

  • Each has a real cost: Agile CRM the Internet Archive's capture of Agile CRM's pricing page on 29 December 2022 listed Starter at $8.99 per user per month (2-year rate), Regular at $29.99, and Enterprise at $47.99, with the Free tier capped at 10 users and 1,000 contacts.; Zoho Books payroll only available in Texas and California, limiting US usefulness
  • They diverge on capability: Agile CRM covers Contact management, Zoho Books covers Invoicing.

Where they differ

Only the attributes on which Agile CRM and Zoho Books actually diverge.

Attributes where Agile CRM and Zoho Books differ
AttributeAgile CRMZoho Books
Pricing modelsubscriptionUnknown
PlatformsWebWeb, iOS, Android
CategoryCRM & SalesAccounting & Finance
Founded20091996

Identical on both: starting price (Free), free tier (Yes), user rating (Not yet rated).

What each one covers

Drawn from each product's published feature list. An absence here means we hold no record of it - not that the product lacks it.

Only in Agile CRM

  • Contact management
  • Lead scoring
  • Email automation
  • Marketing automation
  • Service desk
  • Web forms
  • Analytics
  • Zapier

Only in Zoho Books

  • Invoicing
  • Expense tracking
  • Bank reconciliation
  • Financial reports
  • Tax compliance
  • Zoho CRM
  • PayPal
  • Stripe

Both cover

  • GDPR
  • Web support

What people use each for

The jobs each tool is most often brought in to do.

Agile CRM

  • Sales managementnot Zoho Books
  • Marketing automationnot Zoho Books
  • Customer servicenot Zoho Books

Zoho Books

  • Invoicingnot Agile CRM
  • Expense managementnot Agile CRM
  • Tax preparationnot Agile CRM

Where each one falls short

Documented limitations, not opinions. Every one is a constraint you would hit in normal use.

Agile CRM

  • The Internet Archive's capture of Agile CRM's pricing page on 29 December 2022 listed Starter at $8.99 per user per month (2-year rate), Regular at $29.99, and Enterprise at $47.99, with the Free tier capped at 10 users and 1,000 contacts.

Zoho Books

  • Payroll only available in Texas and California, limiting US usefulness
  • Limited access to historical financial data compared to competitors
  • Customer support is slow with long response times and frustrating workarounds
  • Fewer integrations than QuickBooks Online and Xero
  • User limit restrictions (1-15 depending on plan) compared to Xero's unlimited users
  • Occasional inaccuracies in automatic exchange rate updates for international transactions

Pricing, plan by plan

Agile CRM

Free
  • FreeFree
    • Contact management
    • Task management
  • Starter$9/month
    • Everything in Free
    • Email automation
    • Landing pages
  • Business$39/month
    • Everything in Starter
    • Advanced analytics
    • API access

Zoho Books

Free
  • FreeFree
    • 1 user + accountant
    • Unlimited invoices
  • Standard$20/month
    • 3 users
    • Core accounting
  • Professional$60/month
    • 5 users
    • Advanced reporting
  • Premium$120/month
    • 10 users
    • Inventory management

Which should you pick?

Choose Agile CRM if

  • You need contact management.
  • You want to start without paying.
  • You also want lead scoring.
Agile CRM review

Choose Zoho Books if

  • You need invoicing.
  • You want to start without paying.
  • You work on Web, iOS, Android.
  • You also want expense tracking.
Zoho Books review

Questions people ask

Is Agile CRM or Zoho Books better?
Neither clearly leads. Agile CRM starts at Free and Zoho Books at Free, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, Agile CRM or Zoho Books?
Agile CRM starts at Free and Zoho Books at Free.
Does Agile CRM or Zoho Books run on more platforms?
Agile CRM runs on Web. Zoho Books runs on Web, iOS, Android.
Can I use Agile CRM for free?
Both have a free tier, so you can try either at no cost before committing.
What is Agile CRM best used for?
Agile CRM is most often used for sales management, marketing automation, customer service. Of those, sales management and marketing automation are not what Zoho Books is typically brought in for.
What can Agile CRM do that Zoho Books cannot?
Agile CRM covers Contact management, Lead scoring, Email automation, Marketing automation. Zoho Books covers Invoicing, Expense tracking, Bank reconciliation, Financial reports. Both handle GDPR, Web support.

Answered from the vendors’ own pages

Zoho Books: Does Zoho Books support payroll?

Zoho Books offers limited payroll integration available only in Texas and California currently. Outside these states, users must use separate payroll software.

Source
Zoho Books: How many users can access one account?

User limits vary by plan: Free tier (1 user + accountant), Standard (3 users), Professional (5 users), Premium (10 users), Elite (15 users). Each business requires separate subscription.

Source
Zoho Books: What integrations does Zoho Books support?

Zoho Books integrates with Shopify, WooCommerce, Razorpay, PayPal, Stripe, Salesforce, Google Sheets, and 500+ apps via Zapier. It integrates with other Zoho products like Zoho Inventory and Zoho Projects.

Source
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Related pages

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