| DEVTAC PRODUCT COMPARISON 2020 | ||
| FEATURE TITLE | ZOHO (Enterprise) | MS DYNAMICS (Sales Enterprise) |
| PRICING | ||
| Billed Annually | $35 /user /month | |
| Billed Monthly | $45/user | $95/ user / month |
| SALES FORCE AUTOMATION | ||
| Leads | ✔ | ✔ |
| Contacts | ✔ | ✔ |
| Accounts | ✔ | ✔ |
| Deals / Opportunity | ✔ | ✔ |
| Task, Events, Call Log, and Notes | ✔ | ✔ |
| CRM Views | ✔ | ✔ |
| Sales Forcecasting | ✔ | ✔ |
| Approvals | ✔ | |
| BCC Dropbox for email | ✔ | |
| Email Sharing | ✔ | |
| Attachements in Email | ✔ | ✔ |
| Email Insight | ✔ | ✔ |
| IMAP | ✔ | ✔ |
| Macros | ✔ | |
| Multiple Currencies | ✔ | ✔ |
| Contextual custom related list | ✔ | |
| Email Authentication | ✔ | ✔ |
| SalesSignals | ✔ | |
| Advanced Filter | ✔ | |
| Scoring Rules | 30 fields/module | |
| Reminder | ✔ | ✔ |
| Email Parser | ✔ | ✔ |
| Email Association with Deals | ✔ | ✔ |
| Quote Management | ||
| PRODUCT CUSTOMIZATION | ||
| Page Customization | ✔ | ✔ |
| Rename Tabs | ✔ | ✔ |
| Custom Field | 310 fields/module (Note: Activities module has only 230 fields) | ✔ |
| Picklist History tracking | ✔ | |
| Custom Links | 10/module | ✔ |
| Web Tabs | 25 | ✔ |
| Custom Modules | 100 modules (2 modules/user license) | |
| Custom Buttons | 50 buttons | ✔ |
| Sandbox | ✔ | ✔ |
| Page Layouts | 3/module | ✔ |
| Canvas View | 3 views/module/org. with every user license | |
| Layout Rules | 10/layout | ✔ |
| Validation Rules | 10 rules/layout | |
| Subforms | 2/module | |
| Translations | ✔ | ✔ |
| Reporting Hierarchy | ✔ | ✔ |
| Multi-Select LookUp | 2/module | |
| Unique Fields | 2 fields/module | |
| Custom List View | Unlimited | |
| Copy Customization | ✔ | ✔ |
| Tab Groups | 25 groups | ✔ |
| Formula Field | ✔ | ✔ |
| Bugs Module | 25 groups | |
| WORKFLOW MANAGEMENT | ||
| Workflow Rules | 50 rules/module 10 conditions/rule | ✔ |
| Email Notification | 5 emails/rule 500 emails/ User License 25000 emails/ Day | ✔ |
| Task Action | 5/action | ✔ |
| Field update Action | 3 updates/action | ✔ |
| Functions Using Deluge Script | ✔ | |
| Webhook Action | 1/action 25000 calls/day or 500 calls/user license/day Limit applicable for the org. (whichever is lower) | |
| Convert Action | ✔ | |
| Functions | 1 Instant Action and 5 Scheduled Actions per Rule | |
| Schedule Actions | 5/workflow rule | ✔ |
| Approval Process | ✔ | ✔ |
| Assignment Rules | 20 rules & 50 rule entries | ✔ |
| Schedules | ✔ | ✔ |
| Case Escalations rules | ✔ | ✔ |
| PROCESS MANAGEMENT | ||
| Active Blueprints | 20 | |
| Common Transition per Blueprint | 5 | |
| Transition per Blueprint | 100 | |
| Field count during transition | 10 | |
| ARTIFICIAL INTELLIGENCE | ||
| Lead Conversion | ✔ | |
| Deal Closure Prediction | ✔ | |
| Data Enrichment | ✔ | |
| Voice | ✔ | |
| Reminder | ✔ | |
| Best time to contact | ✔ | |
| Macro Suggestion | ✔ | |
| Intelligence for Automation | ✔ | |
| REPORTS | ||
| Standard Reports | ✔ | ✔ |
| Custom Reports | Unlimited | ✔ |
| Schedule Reports | 20 Schedulers/user Maximum 100 schedulers/day. | ✔ |
| ANALYTICS | ||
| Charts | ✔ | ✔ |
| KPI | ✔ | ✔ |
| Funnels | ✔ | ✔ |
| Target Meter | ✔ | ✔ |
| Comparator | ✔ | |
| Anomaly Detector | 10 trends | |
| Standard Dashboards | ✔ | ✔ |
| Custom Dashboards | Unlimited | ✔ |
| SOCIAL | ||
| Enrich Data with Twitter Profile | ✔ | ✔ |
| Enrich Data with Facebook | ✔ | ✔ |
| Social Tab | 2 Brands | |
| Automated Lead Generation from Social Media | ✔ | ✔ |
| Social Interaction with Lead/Contact | ✔ | ✔ |
| Social Lite | ✔ | |
| MARKETING AUTOMATION | ||
| Email Templates | Unlimited | ✔ |
| Email Opt-Out | ✔ | ✔ |
| Mass Email | 1000 email per day | ✔ |
| Email relay | 200 relay servers | |
| Marketing Campaign | ✔ | ✔ |
| Auto-responders | 3 autoresponders | |
| Google Ads | ✔ | |
| WEB FORM | ||
| Web to lead form | 20 form / module | ✔ |
| Web to contact form | 20 form / module | |
| Web to case form | ✔ | |
| Website Visitor Engagement | ✔ | ✔ |
| Website Visitor Tracking | ✔ | |
| Visitor Segmentation in CRM | ✔ | |
| Website Visitor Reports | ✔ | ✔ |
| Unsubscription Form | ✔ | |
| Custome Process Builder - Blueprint | ✔ | |
| Notify Owner | ✔ | |
| SELL ON THE MOVE | ||
| Mobile Application | ✔ | ✔ |
| Check-ins for Customer Meeting | ✔ | |
| Locate Prospects Nearby | ✔ | |
| Geo-Locate Customers | ✔ | |
| Voice Notes | ✔ | ✔ |
| Call Analytics | ✔ | ✔ |
| Call Recording | ✔ | ✔ |
| Contextual Call Pop-ups | ✔ | |
| Log Calls | ✔ | ✔ |
| Complete Offline Mobile Functionality | ✔ | ✔ |
| TEAM COLLAORATIONS | ||
| Gamescope | ✔ | ✔ |
| Calendar | ✔ | ✔ |
| Calendar Sync Through CalDAV | ✔ | |
| Calendar Booking | ✔ | |
| Status Updates | ✔ | ✔ |
| Direct Messages | ✔ | |
| Attach files to feeds | ✔ | |
| Follow-Up rules | ✔ | ✔ |
| Groups for team collaborations | ✔ | ✔ |
| Tagging | 10 tags per record, 100 tags per module | |
| INVENTORY | ||
| Products | ✔ | ✔ |
| Price Books | ✔ | ✔ |
| Sales Quotes | ✔ | ✔ |
| Sales Orders | ✔ | ✔ |
| Invoices | ✔ | ✔ |
| Vendors | ✔ | |
| Purchase Order | ✔ | |
| CUSTOMER SUPPORT | ||
| Cases | ✔ | ✔ |
| Solutions | ✔ | ✔ |
| Web to case form | 20 forms per module | |
| Business Hours | ✔ | |
| USER PORTAL | ||
| Portals | ✔ | |
| DOCUMENT LIBRARY | ||
| Folder Sharing | ✔ | |
| Attach Documents | ✔ | |
| File Versioning | ✔ | |
| Reviews | ✔ | |
| FILE STORAGE | ||
| Free Storage/Org | 1 GB | |
| Free Storage/User License | 1 GB | |
| Additional file Storage | $4 / month / 5 GB | |
| DATA ADMINISTRATION | ||
| Data Storage (All modules) | 10 GB | Unlimited |
| Storage/User Lincense | 20 MB | |
| Additional Max purchase Limit | 10 GB | |
| Additional data storage | 100 MB | |
| Import data (per batch) | 30, 000 | ✔ |
| Export Module Data | ✔ | ✔ |
| Free Data Back Up | 2 back ups/month | ✔ |
| Additional Data Back Up | $10 / request | |
| De-Duplicate Data | ✔ | |
| Import History | Past 60 days | |
| SECURITY ADMINISTRATIONS | ||
| Profiles | 25 | ✔ |
| Organizational hierarchy (Roles) | 250 | ✔ |
| Field-level security | ✔ | ✔ |
| Data sharing rules | 15 rules / module | ✔ |
| Groups | 50 | ✔ |
| Record-level sharing | ✔ | |
| Data encryption (EAR) | ✔ | ✔ |
| Territory Managements | 150 territories | |
| Audit Logs | ✔ | ✔ |
| GDPR Compliance Settings | ✔ | ✔ |
| Allowed IPs | ✔ | ✔ |
| ADD-ONS & INTEGRATIONS | ||
| CRM MarketPlace (Extension for Zoho CRM | ✔ | |
| Mapsimise | ||
| Sugar Connector for LinkedIn Sales Navigator | ||
| Glances | ||
| Zoho Phone Bridge for Call Center | ✔ | |
| Zoho Motivotor | ✔ | |
| Zoho Campaigns | ✔ | |
| Zoho Analytics | ✔ | |
| Zoho Projects | ✔ | |
| Zoho SalesIQ | ✔ | |
| Zoho Desk | ✔ | |
| Zoho Cliq | ✔ | |
| Zoho Survey | ✔ | |
| Zoho Social | ✔ | |
| Zoho Forms | ✔ | |
| Zoho Mail Add-on | ✔ | |
| Zoho Writer Add-On | ✔ | |
| Zoho Finance Suite Integration | ✔ | |
| Zoho Webinar Integration | ✔ | |
| Zoho Back Stage Integration | ✔ | |
| Plug In Microsoft Office | ✔ | ✔ |
| Plug In Microsoft Outlook | ✔ | |
| Zoho Creator | ✔ | |
| Slack Integration | ✔ | |
| Zoho SalesInbox | ✔ | |
| ✔ | ||
| WordPress | ✔ | |
| SAP Business Suite | ✔ | |
| Microsoft Dynamics | ||
| INTEGRATIONS WITH GOOGLE APPS | ||
| Zoho CRM Contextual Gadget for GMAIL | ✔ | |
| Web Forms for Google Sites | 20 / Module | |
| Google Calendar | ✔ | |
| Google Contacts | ✔ | |
| Google Mail | ||
| Google Talk | ✔ | |
| Google Drive | ||
| Google Site | ||
| WEB Apps SDK | ✔ | |
| Connections | ✔ | |
| Functions | 100,000 credits/day/org. | |
| Functions Send Mail | 1000 emails/day. | |
| SUPPORT | ||
| Basic | ✔ | |
| Classic | ✔ | |
| Premium | Paid | |
| Enterprise | Paid | |
| DEVELOPER TOOLS | ||
| Mobile SDK | ✔ | ✔ |
| Widgets | ✔ | |
| Connections | ✔ | |
| API | 1000000 credits/day/org. | ✔ |
| BUSINESS TYPE | ||
| Small Business | ✔ | |
| Large Business | ✔ | |
| Medium Business | ✔ | |
| AVAILABLE DEVICES | ||
| Windows | ✔ | |
| Linux | ✔ | |
| Mac | ✔ | |
| Web-Based | ✔ | |
| Android | ✔ | |
| iPhone/iPad | ✔ | |
| DEPLOYMENT OPTIONS | ||
| On-Cloud | ✔ | |
| On-Premise |
