Softwr

Customer Success · head to head

Planhat vs Zoho CRM

Planhat logo

Planhat

Customer Success

The Beautiful Customer Platform

From
On request
Rated
-
Full reviewWebsite
Zoho CRM logo

Zoho CRM

All industries

The world's favorite CRM

From
Free
Rated
-
Full reviewWebsite

The short version

  • Only Zoho CRM has a free tier, so it costs nothing to try first.
  • Each has a real cost: Planhat implementation demands data-modeling expertise and dedicated technical administration; Zoho CRM free tier limited to 3 users only
  • They diverge on capability: Planhat covers Customer portals, Zoho CRM covers Lead management.

Where they differ

Only the attributes on which Planhat and Zoho CRM actually diverge.

Attributes where Planhat and Zoho CRM differ
AttributePlanhatZoho CRM
Starting priceOn requestFree
Pricing modelUnknownsubscription
Free tierNoYes
PlatformsWebWeb, Ios, Android, Api
CategoryCustomer SuccessAll industries
Founded20151996

Identical on both: 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 Planhat

  • Customer portals
  • Revenue analytics
  • Health scores
  • Playbooks
  • Usage tracking
  • Salesforce
  • HubSpot
  • Segment

Only in Zoho CRM

  • Lead management
  • Deal tracking
  • Contact management
  • Sales automation
  • Analytics
  • Mobile CRM
  • Email marketing
  • AI assistant (Zia)

What people use each for

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

Planhat

  • Customer Successnot Zoho CRM
  • Customer Portalsnot Zoho CRM
  • Data Managementnot Zoho CRM

Zoho CRM

  • Sales automationnot Planhat
  • Lead managementnot Planhat
  • Customer supportnot Planhat
  • Marketing automationnot Planhat
  • Analytics & reportingnot Planhat

Where each one falls short

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

Planhat

  • Implementation demands data-modeling expertise and dedicated technical administration
  • Zero pricing transparency requiring direct sales engagement for quotes
  • Integration and data synchronization complexity requiring developer involvement
  • Users report data inaccuracies affecting platform reliability

Zoho CRM

  • Free tier limited to 3 users only
  • Steep pricing when scaling beyond 10 users
  • Limited offline capabilities compared to some competitors
  • Setup and configuration can require significant customization

Pricing, plan by plan

Planhat

On request
  • Start-Up$1150/month
    • Customer 360
    • Health scores
    • Basic playbooks
  • Professional$1750/month
    • All Start-Up features
    • Advanced playbooks
    • Renewal forecasting
  • Enterprise$custom/mo
    • All Professional features
    • Advanced analytics
    • Dedicated support

Zoho CRM

Free
  • FreeFree
    • Up to 3 users
    • Basic modules
    • Standard dashboards
  • Standard$14/month
    • Sales forecasting
    • Custom dashboards
    • Workflow automation
  • Professional$23/month
    • Inventory management
    • AI predictions
    • Advanced customization
  • Enterprise$40/month
    • Zia AI assistant
    • Multi-currency
    • Advanced analytics

Which should you pick?

Choose Planhat if

  • You need customer portals.
  • You also want revenue analytics.
Planhat review

Choose Zoho CRM if

  • You need lead management.
  • You want to start without paying.
  • You work on Web, Ios, Android, Api.
  • You also want deal tracking.
Zoho CRM review

Questions people ask

Is Planhat or Zoho CRM better?
Neither clearly leads. Planhat starts at On request and Zoho CRM at Free, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, Planhat or Zoho CRM?
Zoho CRM has a free tier; the other does not. Paid plans start at On request for Planhat and Free for Zoho CRM.
Does Planhat or Zoho CRM run on more platforms?
Planhat runs on Web. Zoho CRM runs on Web, Ios, Android, Api.
Can I use Zoho CRM for free?
Yes. Zoho CRM has a free tier, so you can try it without paying. Planhat starts at On request.
What is Planhat best used for?
Planhat is most often used for customer success, customer portals, data management. Of those, customer success and customer portals are not what Zoho CRM is typically brought in for.
What can Planhat do that Zoho CRM cannot?
Planhat covers Customer portals, Revenue analytics, Health scores, Playbooks. Zoho CRM covers Lead management, Deal tracking, Contact management, Sales automation.

Answered from the vendors’ own pages

Planhat: What is Planhat's pricing model?

Planhat uses custom, quote-based pricing with no published rates. Start-Up plans estimated at $1,150/month, Professional around $1,750/month ($25K-$45K/year for mid-market), and Enterprise from $50K-$100K+/year. All plans include unlimited users.

Source
Zoho CRM: Does Zoho CRM have a free tier?

Yes. Zoho CRM offers a free plan for up to 3 users that includes core CRM functionality like lead, contact, and account management, basic workflow automation, and customizable dashboards.

Source
Planhat: Does Planhat include unlimited users?

Yes. All Planhat plans include unlimited users, so scaling the platform across the organization does not increase per-seat costs.

Source
Zoho CRM: What does Zoho CRM cost for a paid plan?

Zoho CRM pricing ranges from $14 per user per month for the Standard plan up to $52 per user per month for the Ultimate plan when billed annually. Most sales teams use the Professional plan around $23/user/month or Enterprise at $40/user/month.

Source
Planhat: What integrations does Planhat support?

Planhat offers a full REST API and webhooks for read/write access, enabling advanced integrations with CRMs, data warehouses, and other systems. However, integration complexity requires developer involvement.

Source
Zoho CRM: Is Zoho CRM independent or owned by another company?

Zoho CRM is part of Zoho Corporation, which is independent and bootstrapped. The parent company was founded in 1996 as AdventNet, rebranded to Zoho in 2009, and has never accepted external venture funding.

Source
Planhat: How long does Planhat take to implement?

Planhat requires significant implementation time due to data modeling and configuration depth. The platform demands dedicated technical administration and planning expertise.

Source
Planhat: What customer success features does Planhat provide?

Planhat includes Customer 360 profiles, customizable health scores, playbooks and automations, renewal forecasting, expansion tracking, and flexible data modeling for complex customer lifecycles.

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