Zoho CRM is a deeply configurable CRM that sits inside a large suite of Zoho apps, priced per user. Pitch2Sale is a sales-and-delivery CRM that carries one deal from the first call to the paid invoice in one product, priced per workspace.
Zoho CRM details as of Oct 2026 · verify before publishing
Who should pick which
Both are good tools. They are built for different teams.
If you want to model every process yourself, or you already run on Zoho apps, Zoho CRM is hard to beat. If your team sells on the phone and then has to deliver and bill the work, read the right-hand column.
Pick Zoho CRM if
You want to build it your way
You want to start at zero cost with a tiny team. Zoho CRM has a free edition for up to 3 users. Pitch2Sale has no free tier.
You want deep customization: custom modules, guided process rules, layout design and sandboxes on the higher editions. Pitch2Sale has custom fields and custom objects, but fewer knobs.
You already use Zoho Books, Desk, Projects or Campaigns, or want the whole Zoho One bundle. One vendor for everything is a real advantage.
You sell physical products and need price books, sales orders and purchase orders inside the CRM. Zoho CRM's inventory modules cover that; Pitch2Sale does not track inventory or purchase orders.
Pick Pitch2Sale if
Your team sells, then delivers
Your reps live on the phone. Browser calling with outcomes and callbacks, recordings with AI summaries, live translation in 43 languages, and listen, whisper and barge for managers.
Won is not the finish line. Proposals, contracts, projects with timesheets, invoices and Stripe or Razorpay payments sit on the same record as the deal, in one product rather than several apps.
You want AI that does work, with a human gate. AI voice agents that place calls on your Retell account, and an AI Team add-on whose risky actions wait in an approval inbox.
You do not want a bill per seat. You pay per workspace; each plan includes 1, 5, 25 or unlimited users.
Side by side
What each one does natively
Native means built into the CRM itself, without a marketplace app or a separate Zoho product. Where Zoho needs a higher edition, the note says so.
Pitch2Sale20½ / 24
Zoho CRM16½ / 24
Running tally of the rows you have scrolled past. Full = 1, partial = ½. The rows were chosen for a team that sells and delivers, so this is not a neutral score.
Capability
Pitch2Sale
Zoho CRM
Selling
Leads, contacts and custom fieldsCustom objects too
All plans. Custom objects from Growth.
Custom fields on paid editions; custom modules on Enterprise and up.
Multiple pipelines
From Essentials.
Paid editions; limits vary.
Email from Gmail or OutlookWith open and click tracking
All plans.
Email integration and tracking on paid editions.
Outreach sequencesMulti-step, can skip when the lead replies
From Essentials. A/B test on reply rate.
Cadences on paid editions; not on the free edition.
WhatsApp on the lead
From Essentials, via WhatsApp Cloud API.
Through WhatsApp integrations.
SMS on the lead
From Essentials.
Through SMS integrations.
Calling
Browser callingOutcomes, notes, callbacks
From Essentials. Warm and cold transfer, voicemail drop.
Built-in telephony on paid editions (click-to-call, call logs, notes), or telephony integrations.
Recordings and AI call summary
Play recording on the timeline, AI Summary from the transcript.
Call recording with built-in telephony; AI summaries depend on edition.
Listen, whisper, bargeFor managers on live calls
Reporting → Live Calls.
Through telephony providers.
Live translation on calls43 languages
Pick one of 43 languages in the dialer.
Not found as a built-in calling feature.
Inbound ring groups and routing
Simultaneous, round robin or sequential; rules by lead status, owner or field.
Through telephony providers.
AI
AI deal coach and email drafts
From Essentials.
Zia AI on Enterprise and up.
AI voice agents that place callsCampaigns with quiet hours and pacing
Growth and Scale. Runs on your Retell account.
No native outbound voice agent.
AI agents that work the pipelineSource, reach out, triage, book
AI Team add-on. Risky actions wait in an approval inbox.
Check Zia's current agent features.
After the saleproposals, contracts, projects, invoices
Proposals from the deal
From Essentials. Accepted proposal can become a contract.
Quotes on Professional and up; designed proposals through other Zoho apps.
Contracts with e-signature
From Essentials. Clients sign in the client portal.
Zoho Sign, a separate app.
Projects and timesheetsBudget and time-based billing
From Essentials.
Zoho Projects, a separate app.
Invoices and credit notes
Invoices on all plans; credit notes from Essentials.
Invoices module on Professional and up; accounting in Zoho Books.
Online payments
Stripe and Razorpay on your own accounts. INR invoices route to Razorpay.
Through Zoho Books, Zoho Invoice or integrations.
Support tickets and knowledge base
Growth and Scale.
Zoho Desk, a separate app.
Customization and suitewhere Zoho leads
Free plan
No free tier.
Free edition for up to 3 users.
Process builder and sandboxes
Workflows with conditions, waits and A/B steps. No sandbox.
Blueprint, sandboxes and layout tools on higher editions.
Inventory and purchase orders
Not offered.
Products, price books, sales and purchase orders on Professional and up.
App suite and marketplace
REST API, webhooks and a short list of live integrations. Zapier coming.
Zoho One suite plus a marketplace.
Pricing modelnot scored
How you pay
Per workspace. Plans include 1, 5, 25 or unlimited users.
Per user per month, by edition.
Free option
No free tier.
Free edition for up to 3 users; trials of paid editions.
Starting price
placeholder
placeholder verify on zoho.com/crm
Billing in INR
INR or USD. INR prices plus 18% GST.
Regional pricing, including INR.
NativePartial, add-on or appNot native
Zoho CRM features and editions as of Oct 2026, from Zoho's public pricing and help pages; verify before publishing. Pitch2Sale entries list the lowest plan that includes each feature.
Switching
Moving from Zoho CRM, honestly
Pitch2Sale has an Import from CRM tool, but today it connects to Close only, and Zoho is not on its list. So a Zoho move is a spreadsheet move, and here is what that covers.
01
Export from Zoho CRM
Export your leads, contacts or accounts from Zoho CRM as a CSV file.
02
Import into Leads
Leads → Import. Map columns to fields, choose Skip, Update existing or Create new for duplicates (matched by email, then phone), pick a default status and owner. Up to 10,000 rows and 10 MB per file.
03
Check the report
Import Complete shows imported, updated, skipped and errors, with a downloadable error report. There is no undo, so choose Skip when unsure.
!
What does not come across today
Deals, notes, emails, call history and custom modules do not import from Zoho automatically. Each row brings a lead, its primary contact, address and tags. Talk to us if your history matters.
Leads · Import · Mappingzoho-leads.csv
Company→Lead Name
Email→Contact Email
Phone→Contact Phone
First Name→Contact First Name
Designation→Contact Title
Website→Website
Lead Source→Source
Rating→-- Skip this column --
Duplicates: SkipOwner: Nina AlvarezPreview 5 rows
“We had five Zoho apps stitched together for one client. Now the call, the proposal and the invoice are on the same record.”
Operations lead, services firmplaceholder quote
Questions
Before you switch
Can I import my Zoho CRM data directly?
Not yet. The Import from CRM tool connects to Close today, and Zoho is not on its list. Export your records from Zoho as CSV and import them into Leads with column mapping and duplicate handling.
Can I keep Zoho Books for accounting?
Yes, but there is no built-in sync between Pitch2Sale and Zoho Books today. Pitch2Sale raises invoices and takes payments with Stripe or Razorpay; decide which tool is your source of truth for invoices.
Is Pitch2Sale priced per user?
No. You pay per workspace, and each plan includes users: Solo 1, Essentials 5, Growth 25, Scale unlimited. Adding a teammate does not change your bill until you pass the plan limit.
Is there a free plan like Zoho's free edition?
No. Pitch2Sale has no free tier and no free trial today. Pick the plan that fits; your data is kept and stays exportable.
Can I model my own records, like Zoho custom modules?
Yes, on Growth and Scale. Custom objects let you define a new record type with its own fields. Custom fields work on leads, contacts, opportunities and activities on every plan.
Can calls be translated live?
Yes. Pick one of 43 languages from the Live translation menu in the dialer before or during a call.
Try it on your own pipeline.
Bring a CSV of your Zoho leads and see your first deal end-to-end.