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Proposify vs Zoho CRM

Proposify logo

Proposify

Software

Proposal Software That Closes Deals

From
$49/month
Rated
-
Full reviewWebsite
Zoho CRM logo

Zoho CRM

Software

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: Proposify document sends are capped monthly and billed per overage, at 10 sends on Basic with $0.50 each beyond; Zoho CRM free tier limited to 3 users only
  • They diverge on capability: Proposify covers Proposal templates, Zoho CRM covers Lead management.

Where they differ

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

Attributes where Proposify and Zoho CRM differ
AttributeProposifyZoho CRM
Starting price$49/monthFree
Free tierNoYes
PlatformsWebWeb, Ios, Android, Api
Founded20131996

Identical on both: pricing model (subscription), user rating (Not yet rated), category (Unknown).

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 Proposify

  • Proposal templates
  • Content library
  • Electronic signatures
  • Interactive pricing
  • Salesforce
  • HubSpot
  • Pipedrive
  • Stripe

Only in Zoho CRM

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

Both cover

  • Analytics

What people use each for

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

Proposify

  • Creating and sending sales proposals with e signaturenot Zoho CRM
  • Tracking proposal engagement and approval workflowsnot Zoho CRM

Zoho CRM

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

Where each one falls short

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

Proposify

  • Document sends are capped monthly and billed per overage, at 10 sends on Basic with $0.50 each beyond
  • The Business plan's overage rate of $0.75 per send is higher than either cheaper plan despite starting at $3,900 a year
  • Document analytics, integrations and custom fields all require the Team plan at $49 per user per month
  • API access and SSO are Business only
  • The Basic plan includes a single collaborator seat

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

Proposify

$49/month
  • Team$49/month
    • Unlimited proposals
    • Templates
    • Analytics
  • Business$65/month
    • Roles & permissions
    • Custom branding
    • Integrations

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 Proposify if

  • You need proposal templates.
  • You also want content library.
Proposify 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 Proposify or Zoho CRM better?
Neither clearly leads. Proposify starts at $49/month and Zoho CRM at Free, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, Proposify or Zoho CRM?
Zoho CRM has a free tier; the other does not. Paid plans start at $49/month for Proposify and Free for Zoho CRM.
Does Proposify or Zoho CRM run on more platforms?
Proposify 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. Proposify starts at $49/month.
What is Proposify best used for?
Proposify is most often used for creating and sending sales proposals with e signature, tracking proposal engagement and approval workflows. Of those, creating and sending sales proposals with e signature and tracking proposal engagement and approval workflows are not what Zoho CRM is typically brought in for.
What can Proposify do that Zoho CRM cannot?
Proposify covers Proposal templates, Content library, Electronic signatures, Interactive pricing. Zoho CRM covers Lead management, Deal tracking, Contact management, Sales automation. Both handle Analytics.

Answered from the vendors’ own pages

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
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
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
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