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vsZoho CRM

Proffix CRM vs Zoho CRM

Last updated October 2026

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

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

Proffix CRM
Zoho CRM
What it is
CRM for SMEs with contact management and Outlook sync
Cloud-based customer relationship management software for businesses.
Headquarters
🇨🇭 CH
🇮🇳 IN · 1996
EU data residency
not established
Available on some plansEU data residency is available on request for Zoho CRM.
DSGVO / GDPR
No
Yes
Certifications
Swissdec, Swiss Made Software
ISO 27001, SOC 2 Type II
Price from
CHF 62.10/user/mo
$14/user/mo
Free plan
No
Yes
Open Source
No
No
Ratings
No
G2 4.2/5 (1,400) · CAPTERRA 4.3/5 (2,800)
Integrations
Microsoft Outlook, Microsoft Exchange Server, CleverReach, search.ch, Microsoft Office
Zoho Books, Zoho Desk, Zoho Campaigns, Zoho Analytics, Mailchimp +5

Where each one wins

Proffix CRM

Strengths

  • +Highly customizable with additional fields and tables
  • +Web API enables integration with other systems and custom logic
  • +Outlook synchronization for appointments, tasks and emails
  • +Consolidates customer correspondence and activity history in one place
  • +Links CRM with membership, invoicing, reminders and accounting

Limitations

  • −Advanced search fields can appear confusing at first
  • −Occasional interruptions in Swiss e-banking synchronization due to bank-interface changes

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

Proffix CRM
Zoho CRM
EU data residency
not established
Available on some plansEU data residency is available on request for Zoho CRM.
Transfer mechanism
not established
Standard Contractual Clauses
DPA
not established
Published →
Sub-processors
not established
Listed →
Certifications
Swissdec, Swiss Made Software
ISO 27001, SOC 2 Type II

Pricing

Proffix CRM

  • Proffix Px5 Accounting Package CHF 62.10 per user / monthIncludes CRM module · 12-month contract

CRM module requires at least the Address Management module. Pricing for other plans not publicly confirmed.

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

Proffix CRM

Contact and customer management
Centralized access to contact data across Proffix, Configurable information windows for sales, contacts, documents and notes, Automatic display of alarm notes
Activities, tasks and appointments
Create and manage activities for addresses and contacts, Search and filter by address, employee, priority and date, Create recurring activities in batches, Update multiple statuses at once
Correspondence and mailings
Manage daily correspondence with templates, Create individual letters, serial letters and e-newsletters, Link generated correspondence to addresses, Trigger activity creation from a letter
Newsletter campaigns
Send e-newsletters via Outlook or server, Automated subscription and unsubscribe processes by newsletter type, Integration with CleverReach
Cross-module workflows
Automatically complete activities when qualifying order documents are locked, Create or update activities linked to purchasing events, Sync CRM appointments and tasks with the service-order module

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 Proffix CRM →More Zoho CRM alternatives