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vsZoho CRM

Planhat vs Zoho CRM

Last updated October 2026

Looking for a European alternative to Zoho CRM? Here's how Planhat compares, on EU hosting, GDPR and what it does.

Our pick for a European buyer: Planhat. We weight data residency, GDPR and EU jurisdiction above everything else — that is the constraint this directory exists to solve.

Planhat
Zoho CRM
What it is
Customer success platform with CRM, automation and EU hosting
Cloud-based customer relationship management software for businesses.
Headquarters
🇸🇪 SE
🇮🇳 IN · 1996
EU data residency
Yes, for all customers
Available on some plansEU data residency is available on request for Zoho CRM.
DSGVO / GDPR
Yes
Yes
Certifications
ISO/IEC 27001:2022, SOC 2 Type II
ISO 27001, SOC 2 Type II
Price from
No
$14/user/mo
Free plan
No
Yes
Open Source
No
No
Ratings
G2 4.5/5 (963) · CAPTERRA 4.6/5 (28) · GETAPP 4/5 (20) · TRUSTRADIUS 9/10 (47)
G2 4.2/5 (1,400) · CAPTERRA 4.3/5 (2,800)
Integrations
Salesforce, HubSpot, Pipedrive, Slack, Microsoft Teams +37
Zoho Books, Zoho Desk, Zoho Campaigns, Zoho Analytics, Mailchimp +5

Where each one wins

Planhat

Strengths

  • +360-degree account visibility with interactions, usage, health, renewals and risks in one place
  • +Playbooks and automation for onboarding, renewals and churn-risk workflows
  • +Customizable fields, health scores, views and dashboards tailored to team roles
  • +Responsive support and onboarding guidance for workflow design
  • +Clear and visually appealing interface once familiar with the system
  • +Competitive value compared to heavier enterprise alternatives
  • +Efficient setup process noted by some users

Limitations

  • −Steep learning curve and setup effort for advanced features, filters and workflows
  • −Advanced reporting and analytics less intuitive with limited graph options
  • −Data model friction requiring extra automations to move properties between objects

Zoho CRM

Strengths

  • +Intuitive and user-friendly interface
  • +Strong automation capabilities
  • +Good value for the price
  • +Extensive third-party integrations

Limitations

  • −Steep learning curve for advanced features
  • −Limited customization in lower-tier plans
  • −Occasional performance lag
  • −Customer support can be slow

Data residency & compliance

Planhat
Zoho CRM
EU data residency
Yes, for all customers
Available on some plansEU data residency is available on request for Zoho CRM.
Transfer mechanism
Not required — data stays in the EU
Standard Contractual Clauses
DPA
Published →
Published →
Sub-processors
Listed →
Listed →
Certifications
ISO/IEC 27001:2022, SOC 2 Type II
ISO 27001, SOC 2 Type II

Pricing

Planhat

No published pricing we could verify.

Pricing is quote-based and not publicly disclosed.

Zoho CRM

  • Free Free ForeverUp to 3 users · Basic CRM features · Limited storage
  • Standard $14 user/monthFull sales automation · Marketing integration · Billed annually
  • Professional $23 user/monthAdvanced analytics · Custom dashboards · Billed annually
  • Enterprise $40 user/monthAI-powered insights · Multi-user portals · Billed annually
  • Ultimate $52 user/monthAdvanced customization · Dedicated support · Billed annually

Pricing is based on annual billing; monthly options may be available at a higher cost.

Features

Planhat

Data
Unified Data Model, Time-series metrics, Data Explorer for filtering and charting CRM and time-series data
Intelligence
Conversational AI for sentiment and topic classification of emails, chats, and call transcripts, AI steps in automations, Pi agent for querying records and creating or updating records, automations, and shareable artifacts, Support for connecting your own LLM
Collaboration
Customer portals for shared customer work, Personalized workspaces, Configurable pages
Action
Templated and custom automations, Workflows, Tasks and project management, Email and calendar integrations
Governance
Granular role- and field-level permissions, SSO, including SAML 2.0, Audit logs for logins, field changes, workflow executions, and AI or automation actions

Zoho CRM

Sales Automation
Lead and contact management, Pipeline tracking, Sales forecasting, Workflow automation
Marketing Integration
Email campaigns, Social media integration, Lead scoring, Web forms
Customer Support
Case management, Ticketing system, Knowledge base, Live chat
Reporting & Analytics
Custom reports, Real-time analytics, Sales metrics, Performance dashboards
Collaboration Tools
Team inbox, Document sharing, Task management, Calendar integration
See Planhat →More Zoho CRM alternatives