Close CRM vs Zoho - Ultimate CRM Comparison
Comprehensive Analysis

Close CRM vs. Zoho
Comparison

The ultimate comparison between Close CRM and Zoho

Close CRM logo
vs
Zoho logo

The ultimate comparison between
Close CRM and Zoho

Core Features

Core features define how CRMs help you manage leads, customers, and your sales process. By understanding them, you know how well these tools centralise your data, keep your team aligned, and automate repetitive tasks.

Why Core Features matter:

  • A strong feature set ensures reduced manual work, fewer missed opportunities, and clear visibility into your pipeline.
  • Seamless team collaboration with real-time updates for everyone.
  • Actionable analytics help you make faster, data-driven decisions.

Close CRM is a sales-focused platform designed for inside sales teams to help manage calling, emailing, SMS, and automation in one streamlined workspace.

Zoho CRM is a flexible platform designed for small and mid-sized businesses to manage sales, marketing, and customer relationships with ease

Contact Management
Centralised Database Yes Yes
Import/export No Yes
Profiles Yes Yes
Segmentation No Yes
Activity Tracking
Follow up tracking Yes Yes
Cell and Email Tracking Yes Yes
Timeline View Yes Yes
Instant Notifications for New Leads Yes Yes
Team Activity Updates No Yes
Content Views No Yes
Automation
Automatic Lead Capture/Import Yes Yes
Follow-up Reminders Yes Yes
Automatic Lead Assignment Yes Yes
AI Lead Capture No No
Drip Campaigns Yes Yes
Smart Leads Yes Yes
Reporting And Analytics
Lead Source Reports Yes Yes
Team Performance Yes Yes
Individual Performance Yes Yes
Pipeline Management Yes Yes
Custom Reports No Yes
Content Management
Auto-personalised Templates for messages, pages and files Yes Yes

Integration Capabilities

Integration is one of the most important CRM features to compare, especially if you generate leads from multiple sources. An ideal CRM should seamlessly connect with external tools and platforms you already use. Strong integration capabilities mean your leads, conversations, and activities flow automatically into your CRM without endless copy-pasting or switching between apps.

This comparison lets you find out if a CRM

  • Syncs with ad platforms, social media, websites, and online forms so every lead lands directly in your CRM.
  • Connects with email, WhatsApp, SMS, and messaging apps to manage all conversations in one place.
  • Works with Google Suite, Calendly, and automation tools like Zapier, Make, or Pabbly to save time and reduce repetitive tasks.

Supports integrations with property portals, IDX websites, and automotive marketplaces for niche businesses.

Close integrates natively with many lead sources and productivity tools like Zoom, Slack, and Google Workspace, and also connects to thousands of other apps via Zapier and API

Zoho CRM integrates with hundreds of third-party apps and native Zoho tools, offering APIs, webhooks, and marketplace extensions.

Integration Type
Direct Integration May need connector tools for some integrations Yes
Lead Sources
Needs a connector tool No Yes
Social Media Needs a connector tool Yes
Business Websites Yes Yes
Online Forms Yes Yes
Property Portals No Yes
Email Yes Yes
Automotive Marketplaces No Yes
IDX Websites No Yes
Productivity Tools
Email Yes Yes
Google Suite Yes Yes
Calendly Yes Yes
Connector Tools
Zapier Yes Yes
Make Yes Yes
Pabbly Connect Yes Yes
Messaging
Whatsapp Yes Yes
iMessage Yes Yes
SMS Yes Yes
Telegram Yes Yes
Data Integration
META Conversions API partnership No Yes

Mobile Capabilities

A desktop-based CRM may not be completely effective If you and/or your team are always out and about. Strong mobile capabilities help you manage leads, follow-ups, and updates on the go, whether you’re meeting clients, traveling, or away from your desk.

Know if your CRM helps you:

  • Get instant alerts for new leads via app or text, so you never miss an opportunity.
  • Access full CRM features from your phone, including follow-up reminders and updates.
  • Add notes, track activities, or even integrate with other apps directly from your mobile.

Close provides a mobile app that supports contact management, calling, SMS, and email on the go

Zoho offers powerful mobile app for on-the-go sales management and tracking.

Product Features
Functionality * Some features may require desktop access * Strong mobile app but some features may require desktop access
Mobile Notifications
Instant New Lead Alerts via App Yes Yes
Instant New Lead Alerts via Text Yes Yes
Follow-up Reminders Yes Yes
Direct Third-Party Integrations
Integration from App directly Yes Yes

Lead Management

Lead management is how CRMs help you capture, organise, and convert leads into customers. A strong lead management feature set ensures that every lead is not only collected but also followed up on at the right time, by the right person, with the right message.

Why it matters:

  • Automatically bring leads in from websites, ads, and other lead sources without manual entry.
  • Assign and route leads to the right team members for faster response.
  • Keep prospects engaged with reminders and timely communication.
  • Manage calls, emails, and messages directly within the CRM to maintain a complete history.

Close automates lead capture, tracking, and follow-up through integrated communication tools and customisable pipelines.

Zoho automates lead capture, scoring, assignment, and nurturing, for efficient follow ups and conversions.

Lead Capture
Automatic Lead Import from Sources Yes Yes
Manual Lead Upload Yes Yes
Lead Distribution And Assignment
Automatic Lead Assignment Yes Yes
Round-robin Setup Yes Yes
Custom Lead Assignment Rules Yes Yes
Third-party Lead Distribution No No
Priority Routing Yes Yes
Lead Nurturing
Auto-personalised Templates Yes Yes
Follow-up Reminders Yes Yes
Follow-up Tracking Yes Yes
Drip Campaigns Yes Yes
Smart Leads Yes Yes
Custom follow ups Yes Yes
Whatsapp Auto-responder No Yes
Communication Tools
Text Yes Yes
Bulk Phone Calling Yes might be possible via add ons
Email Integration Yes Yes
Templates Yes Yes

Ease of Use

Ease of use determines how quickly you and your team can get comfortable with the system and start seeing results. From the initial onboarding to day-to-day navigation, easy-to-use CRM saves time and reduces frustration.

Why it matters:

  • Smooth onboarding: Easy setup helps teams get started without long delays.
  • Minimal learning curve: A clear, intuitive interface means less time spent figuring things out.
  • Support when needed: Access to training and help resources ensures users feel confident and supported.

Supports integrations with property portals, IDX websites, and automotive marketplaces for niche businesses.

Close offers user-friendly and clean interface designed for sales teams that want minimal setup and maximum productivity

Zoho CRM offers a clean interface and simple setup, ideal for small businesses and first-time CRM users

Accessibility And Onboarding
Learning Curve Yes minimum (a few days) Yes Moderate (a few weeks)
Training And Support
FAQs Yes Yes
Help Centre Yes Yes
In-person Training No Depends on plan
Live Training Depends on plan Depends on plan
User Interface
User-friendly **** ***
Onboarding
Self Yes Yes
Guided No Yes

Industry-Specific Features

Close isn’t industry-specific but caters well to startups, SaaS companies, and outbound sales teams focused on high-volume communication.

Zoho CRM provides customisable features and ready-made solutions for industries like real estate, retail, insurance, and services through Zoho Vertical Solutions.

Customer Support

Strong customer support ensures you get timely assistance and keeps your processes running smoothly.

Live Chat
24/7 Live Chat Yes Varies by plan
Phone Call And Email Support
24/7 Phone Call Support depends on plan Varies by plan
Designated Hours Phone Call Support Yes Yes
Email Support Available Available

Cost

Cost plays a big role in finding the right fit for your budget without compromising on value. Not just the price tag, find out what you get for it. Many CRMs offer free plans or trials, making it easier to test before committing.

Close offers mid-to-high-tier pricing that reflects its advanced communication features and automation tools.

Zoho is an affordable full-featured CRMs, offering flexible pricing plans suitable for startups and growing businesses.

Pricing And Plans
Free Forever Plan Unavailable Available
Price starts at $35 per user Starts at $14 per month per user
Free Trial Try free for 14 days Try free for 15 days