partner plan comparison
All partner plans include a 30-day free trial · No credit card required
partner plan comparisonAll partner plans include a 30-day free trial · No credit card required
| Feature | ||||
|---|---|---|---|---|
Visibility
See everything in your client CRM
9 features
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| CRM Structure explorer — modules, fields, sections, lookups | ||||
| Automation Explorer — workflows, schedules, assignment rules | ||||
| Automation Report — AI-generated downloadable automation reference document | ||||
| People tab — users, profiles, roles | ||||
| Email templates viewer | ||||
| Custom views, tags, and layouts | ||||
| Dependencies map — field and workflow impact analysis | ||||
| System Snapshots — point-in-time CRM state records | ||||
| Snapshot comparison — snapshot vs live, or snapshot vs snapshot | ||||
Analysis & Reporting
AI-powered health scoring and exports
5 features
|
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| AI Health Report — 9-dimension CRM scoring | ||||
| AI-written improvement recommendations | ||||
| Zia Agent Readiness score — 0 to 100 | ||||
| Zia Agent deploy-today list — 7 pre-built agents | ||||
| 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 alerts across all client orgs
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 | ||||
Partner Tools
Built specifically for Zoho Partner workflows
5 features
|
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| Multi-client dashboard — switch between client orgs without re-authenticating | ||||
| Per-client Activity page — overview, timeline, and tasks scoped to each org | ||||
| Client digest email reports — scheduled summary sent to client or partner | ||||
| Partner branding — your logo on health reports and monitor reports | ||||
| Dedicated account manager and priority support channel | ||||
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30-day free trial · No credit card required
|
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Not a Zoho Partner? ConfigPilot is also available as a direct subscription for individual teams and organisations. View direct plan comparison →