edition comparison
All plans include a 14-day free trial · No credit card required
edition comparisonAll plans include a 14-day free trial · No credit card required
| Feature | ||||
|---|---|---|---|---|
Visibility
See everything in your CRM
9 features
|
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| CRM Structure explorer — modules, fields, sections, lookups | 14 days | |||
| Automation Explorer — workflows, schedules, assignment rules | 14 days | |||
| Automation Report — AI-generated downloadable automation reference document | ||||
| People tab — users, profiles, roles | 14 days | |||
| Email templates viewer | 14 days | |||
| Custom views, tags, and layouts | 14 days | |||
| Dependencies map — field and workflow impact analysis | 14 days | |||
| System Snapshots — point-in-time CRM state records | 14 days | |||
| Snapshot comparison — snapshot vs live, or snapshot vs snapshot | 14 days | |||
Analysis & Reporting
AI-powered health scoring and exports
5 features
|
||||
| AI Health Report — 9-dimension CRM scoring | 14 days | |||
| AI-written improvement recommendations | 14 days | |||
| Zia Agent Readiness score — 0 to 100 | 14 days | |||
| Zia Agent deploy-today list — 7 pre-built agents | 14 days | |||
| Export everything to CSV — Extract All | ||||
Configuration Management
Make changes safely with a full audit trail
7 features
|
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| Natural Language Config Builder — describe changes in plain English | ||||
| Field Designer — create and configure fields directly | ||||
| Bulk Field Editor — import and update fields via CSV | ||||
| Picklist Manager — add, edit, reorder, and delete values | ||||
| Automation Manager — templates and create assignment rules | ||||
| Change Queue — preview and approve every change before it executes | ||||
| My Tasks — personal work queue with priorities and status | ||||
Governance & History
Full audit trail and security visibility
3 features
|
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| Change History — complete log of every change made via ConfigPilot | ||||
| Audit Trail — server-side, tamper-evident change log | ||||
| Security & Access — roles, profiles, module permissions, AI advisor | ||||
Monitoring & Alerts
Automated checks and instant alerts on unexpected changes
6 features
|
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| Scheduled CRM health checks — critical, key, and advisory | ||||
| Configuration drift detection | ||||
| Automated email alerts on unexpected CRM changes | ||||
| Full run history with detailed findings | ||||
| Printable check reports | ||||
| Daily, weekly, or monthly schedule — or run on demand | ||||
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14-day free trial · No credit card required
|
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Zoho Partner plans include all Protect features plus a multi-org dashboard, client directory, and partner branding on reports. View partner plans →