| $12/month (Standard, $10/month annual) | $20/month (Emerging, $16/month annual) | $19/month (Start plan, $15/month annual) | Shutting down March 1, 2026 | $21/month (Lite, 5 clients) | $5/user/month (Standard plan, free tier available) | $14/month (Starter plan, $7/month annual) | $12/month (Starter, $10/month annual) | $13.99/user/month (Deliver plan, $10.99/user annual) | $10/member/month (Plus plan) | | $10/user/month (Team plan, billed annually, minimum seats may apply) | $59/month (Starter plan, $39/month annual) | Free plan (2 users). Paid plans from $12/seat/month (Essential, $9/seat annual) | $38/month (Simple Start), promo: 50% off for first 3 months | 1 core seat included ($20/month/seat for Starter) | Free Forever plan available. Paid from $7/user/month (Unlimited, annual) | Zoho CRM Standard $14/user/mo, Professional $23/user/mo. Zoho Projects Premium $4/user/mo. Zoho Invoice free (limited). Stack total: $28+/user/mo | $9/user/month (Starter, annual) or $10/user/month (monthly). Free plan for up to 5 users. | Free plan for unlimited users. Paid from $3.99/seat/month (Basic, annual). | $15/month (Early plan, limited to 20 invoices and 5 bills per month) | $60/month (single plan, $50/month annual) | Free Starter plan available. Pro plan $19/month ($190/year) | $9/seat/month (Teams, annual) or $10.80/seat/month (monthly). Free plan for 1 seat and 2 projects. | $20/seat/month (Team plan, billed annually) | $14/seat/month (Lite plan, billed annually) | $7/month (Solo plan, single user) | No monthly fee (2.9% + 30¢ per card transaction) | No monthly fee (2.99% + 49¢ per transaction) | $19/user/month (Essentials, annual billing) | $10/month (Personal plan, annual billing) | $19/user/month (Basic plan, annual billing) | $15/month (Basic, $9/month annual) | $25/month (Pro plan, $18.75/month annual). Free plan available. | $9.90/user/month (Starter, $5.90/user annual). Free plan available. | $26/user/month (Essential, 5-user minimum, annual billing) | $36/month (Starter, $29/month annual) | $28-44/month (Starter plan, Dec 2025 pricing) | $10.99/user/month (Starter, annual) | $9/user/month (Basic, 3 user min) | $15/user/month (Plus plan) |
| Free plan with basic scheduling | No free plan (7-day trial) | No free plan (14-day trial) | | No free plan (30-day trial) | Yes (10 boards per workspace limit) | No free plan (7-day trial) | No free plan (14-day trial) | Free plan for up to 5 users and 5 projects | Free plan (unlimited for individuals, limited blocks for teams of 2+) | No free plan (7-day trial available) | Free plan with unlimited users (200 active task limit) | No free plan (14-day trial available) | Free plan for up to 2 users | No free plan (30-day trial) | Free plan with CRM, forms, live chat, and email marketing (limited) | Free Forever plan (unlimited members, 60MB storage) | Free CRM (3 users), free Invoice (500 invoices/year, 2 users, Zoho branding), but most core apps require paid plans | Free plan for up to 5 users (unlimited projects, basic reports, no billable rates) | Free plan for unlimited users (unlimited time tracking, basic reports, basic billable rates) | No free plan (free first month on any plan) | No free plan (7-day trial only) | Free Starter plan with unlimited invoices, estimates, bills, and bookkeeping | Free plan for 1 seat and up to 2 projects (unlimited time tracking and invoicing) | Free plan (limited to 1,000 records per base, 5 editors) | No free plan (14-day trial) | | Free to set up (pay-per-transaction model, no monthly fees) | Free to set up (pay-per-transaction model, no monthly fees) | Free plan with limited e-signatures only (no document creation) | No free plan (30-day trial available) | | No free plan (trial available) | Free plan (3 proposals, contracts, invoices per month, 10GB storage) | Free plan (unlimited users, 5 clients, 10 projects) | No free plan (14-day trial) | No free plan (7-day trial) | No free plan (21-day trial) | Free plan for up to 10 users | Free plan for up to 2 users | Free plan (1 project, 1GB storage) |
| | | | | | | | | | 30-day Business Plan trial for qualifying teams | | | | 7-day free trial on paid plans | | 14-day free trial on Professional and Enterprise plans | Free Forever plan available (no trial needed) | 15-day free trial on most Zoho apps | Free plan available (no trial needed) | Free plan available (no trial needed) | 30-day free trial available | | Free Starter plan available (no trial needed) | 30-day free trial on Teams plan | Free plan available (no trial needed) | 14-day free trial on all plans | | No trial needed (free account, pay only when you process) | No trial needed (free account, pay only when you process) | 14-day free trial on paid plans | | | | 7-day free trial of Pro plan | 15-day free trial on paid plans | 14-day free trial (no credit card required) | 7-day trial + 60-day money-back guarantee | 21-day free trial (all Premier features) | | | |
Manage projects and tasks | Projects are not supported | Projects are not supported | Flexible project management with multiple modules | Basic task management only | Basic project tracking with profitability focus | Kanban boards with cards and lists | Project tracker (focus on booking, limited task management) | Projects with Table, Kanban, and Timeline views | Full project management with List, Board, Table, and Gantt views | Database-based projects with Board, Table, Timeline, Calendar, and Gallery views | Fully flexible project and task setup you can shape to your workflow | Full project management with Gantt, Kanban, Table, and Calendar views | Basic task tracking only (no Gantt, no Kanban boards, no dependencies) | Full project management with Kanban, Gantt, task lists, milestones, and dependencies | Basic project tracking (Plus plan and above, limited to budgets and time) | Projects Object (GA since INBOUND 2025, available on Starter+) | 15+ views (List, Board, Gantt, Timeline, Calendar, Mind Map, Workload) with custom statuses and dependencies | Full project and task management via Zoho Projects with Kanban, Gantt, and milestone views | Basic project and task management (no kanban, no Gantt, no dependencies) | Basic project and task management (no Kanban, no Gantt, no dependencies) | Xero Projects add-on for time and cost tracking (Established plan only, $78/month) | Projects with pipelines and to-dos | No project management features | Basic project and task structure for time and budget tracking only (no kanban, no Gantt, no dependencies) | Relational database with project tracking (not native project management) | Projects add-on with basic task management (Premium plan or add-on) | Project management with tasks, Kanban, and Gantt views | No project management features | No project management features | No project management features | No project management features | No project management features | Basic project and task management | Basic task management with to-do lists and Kanban boards | Full project management with List, Table, Board, Calendar, and Gantt views | Full project management with Gantt charts, task lists, and milestones | Projects with task lists and pipeline | Projects with task boards | Multiple views with dependencies | Highly flexible project structures | Simple project organization only |
Project roles and permissions | Projects are not supported | Projects are not supported | You can control project access using roles and permission rules | No project roles or permissions | Team member permissions (Admin, Manager, Employee) | Admin, Member, Observer roles | Team collaboration on Plus plan only | 4 project access levels (full, read-only, overview, hidden) | 4 project access levels (full, read-only, overview, hidden) | Granular permissions per page and database (guest, member, full access) | Control exactly who can view or edit each part of a project | Role-based access with Admin, Regular, External, and Collaborator roles | Client portal access controls (no granular project roles) | Role-based access control with customizable permissions per project | No project-level roles or permissions | CRM-level permissions apply to tasks (not task-specific) | Granular permissions per Space, Folder, and List. Custom roles on Enterprise | Role-based permissions in Zoho Projects | Admin and member roles (Premium plan adds billable rate visibility controls) | Admin, member, and project manager roles (Enterprise adds advanced controls) | Account-level roles only (Adviser, Standard, Invoice Only) | 3 user levels (paid plans only) | No project management features | Admin and member roles only (no granular project-level permissions) | Creator, editor, and commenter roles per base (no project-level permissions) | Admin and regular user roles (no project-level permissions) | Basic team member roles (Admin and Member) | | | | | | 4 fixed roles (PMs cannot view financials) | No project roles or permissions (solo freelancer tool) | Admin and member roles (no granular project-level permissions) | Role-based access control with customizable permissions per project | 5 team roles with project access control | 3 fixed roles (Basic, Accountant, Admin) | You can control project access per user and team | You can control access at board and item level | You can control who has access to each project |
| Task boards are not supported | Task boards are not supported | You can create multiple boards, but each must be configured manually | | No task boards (list-based tracking only) | Unlimited boards (paid plans) | Single board view per project; focus on simple lists | | | Unlimited databases and views per workspace | Unlimited boards to run parallel workflows in the same project | Multiple folders and spaces with cross-tagging across projects | Single task board with filtered views (My tasks, Team tasks, Client tasks) | Multiple task boards per project with Kanban view | No Kanban, Gantt, or calendar views | Gantt, Kanban, and Calendar views in Projects | Multiple Lists per Space with Board, List, and other views per List | Multiple boards per project in Zoho Projects | No board views (list-only task display) | No board views (list-only task display) | | | | No board views (list-only task display) | Multiple views per table (not traditional task boards) | Kanban board in Projects add-on (limited to one view) | Multiple project boards with Kanban view | | | | | | Strictly restricted to 1 board per project | Single task board per project | Single board per project with multiple views (List, Table, Board) | Single task list per project with filtered views | You cannot use task boards | You cannot use task boards | You can create multiple boards per project | You can create unlimited boards | Basecamp does not use task boards |
Embeddable project boards | Project boards are not supported | Project boards are not supported | You cannot embed live project boards externally | | No embeddable project views | No native embed (Power-Up needed) | No embeddable project boards | No embeddable project boards | No embeddable project boards | Pages can be embedded via iframe (limited native embed) | Live project boards embedded into client portals or websites | No embeddable project boards | No embeddable project boards | No embeddable project boards | | No embeddable project boards | No embeddable project boards | No embeddable project boards | | | | No external project viewing | | No embeddable project boards | Shared view embeds available (read-only) | No embeddable project views | No embeddable project views | | | | | | Embedding live project boards is not supported | No embeddable project boards | No embeddable project boards | No embeddable project boards | You cannot embed project views | You cannot embed project views | You can embed read-only project views | | Project views cannot be embedded |
| Project boards are not supported | Project boards are not supported | You can share projects using permission-based access | No shareable project views | Clients can view documents in portal only | Shareable board links available | Project access via client portal only | Client portal access only (no public links) | Limited sharing via client portal (no public links) | Publish pages to the web with shareable links | Read-only public links for sharing progress without risk | Share via guest access links (no public read-only links) | No shareable project boards | No shared or public project links | | No shareable project boards | Share views via public link (read-only, Business+ plans) | Client portal access in Zoho Projects (no public read-only links) | No sharable project boards | No sharable project boards | | No read-only project links | | No shareable project boards | Shared views with link access and password protection | No sharable project boards | Client portal shows project progress (not direct board sharing) | | | | | | Portal access only (no public read-only links) | No shareable project boards | No shareable project boards | No shareable project boards | You can share projects via the client portal only | You can share via the client portal only | You can share project links publicly | Boards can be shared publicly with limits | Projects can be shared read-only via links |
Project stages and milestones | Project stages and milestones are not supported | Project stages and milestones are not supported | You can define stages and milestones per project | | No project stages or milestones | Lists as stages (no milestones) | No milestones supported (simple workflow steps only) | Custom task statuses (no formal milestones) | Custom task statuses and milestones with dependencies | Custom status properties (no formal milestones) | Define custom project lifecycles for different types of work | Custom statuses and milestones with dependency tracking | No project stages or milestones | Project milestones with Gantt chart visualization and dependencies | No custom project statuses | Custom project statuses (GA on Starter+) | Custom statuses per List, milestones via Milestone task type, and sprint management | Milestones and project statuses in Zoho Projects | Project status and estimates only (no milestones or stage tracking) | Project status and budget tracking (no milestone tracking) | No project stages or milestones | You cannot define stages or milestones | No project management features | No project stages or milestones | Custom status fields (no native milestone tracking) | Project phases in Projects add-on (no milestone tracking) | Project milestones and task statuses | | | | | | Milestones with Gantt chart visualization | No project stages or milestones | Task statuses only (no formal milestones) | Project milestones and phases with Gantt visualization | You can use pipeline stages, but they are predefined | You can use project statuses, but no milestones | You can define custom sections and milestones | You can define custom statuses and milestones | You cannot define custom stages or milestones |
Connected proposals, contracts, and invoices | | Limited to payment collection only | Modules are separate but can be linked manually | Proposals, contracts, invoices linked | Estimates and invoices connect (no contracts) | No proposals/contracts/invoices | Connected lifecycle (contracts and invoices inside projects) | Proposals auto-convert to contracts and projects | Only invoicing is built-in (no proposals or contracts) | Proposals, contracts, and invoices are not supported | Everything related stays connected to the project automatically | No proposals, contracts, or invoicing features | Contracts and invoices are separate modules (no auto-linked lifecycle) | Invoices and contracts linked to projects (Documents Builder, Dec 2025). No native proposals yet | Projects link to invoices and expenses (no proposals or contracts) | Quote-to-invoice flow (no proposal-to-contract-to-project flow) | No proposals, contracts, or invoicing features | Separate apps — Zoho Projects, Zoho Sign, and Zoho Invoice are not natively connected in one workflow | No proposals, contracts, or invoicing workflow | No proposals or contracts. Basic invoicing on Standard+ plan. | Projects link to invoices and expenses (no proposals or contracts) | All modules connect to the project lifecycle | Invoicing only (no proposals or contracts) | Invoices link to tracked time (no proposals or contracts) | No proposals, contracts, or invoicing | Smart Docs for proposals (no contracts or invoicing) | Proposals, contracts, and invoices linked to projects | Invoices only (no proposals or contracts) | Invoices only (no proposals or contracts) | Proposals and contracts connected (no invoicing) | Signing only (no proposals, contracts creation, or invoicing) | Proposals only (no contracts or invoicing) | Manual linking (no automatic project integration) | Proposals, contracts, and invoices linked with automation triggers | Estimates can be converted to invoices (no proposals or contracts) | Quotes convert to projects and invoices (no contracts) | Integrated via Smart Files | Proposals, contracts, and invoices live inside projects | | Proposals, contracts, and invoices are not supported | Proposals, contracts, and invoices are not supported |
Custom project data fields | Projects are not supported | Projects are not supported | | | | Custom Fields (Standard+) | | Custom fields on CRM objects (limited on tasks) | Custom fields on projects and tasks (Free: 2, Deliver: 3, Grow+: unlimited) | Unlimited custom properties (text, number, date, select, formula, relation) | Track, sort, filter, and report on custom project data | Custom fields on projects and tasks (Team plan and above) | No custom project data fields | Custom fields on projects and tasks | | Project dashboards with custom reporting | Custom fields on all paid plans (text, number, dropdown, date, checkbox, and more) | Custom fields available in Zoho Projects | | | | | No project management features | No custom project data fields | Fully custom fields with 20+ field types | Custom fields on deals, contacts, and projects | Basic custom fields on projects | | | | | | Text, number, date, URL (no filtering) | No custom project data fields | Limited custom fields (Business plan only) | Custom fields on projects and tasks | | | Full custom field support | | Custom fields not supported |
| Kanban boards are not supported | Kanban boards are not supported | You can view and manage tasks in Kanban boards | | | Core feature - Kanban is Trello | Drag-and-drop workflows act as Kanban boards | Kanban board view included | Board view included on all plans | Board view with drag-and-drop | Drag-and-drop tasks across customizable columns | Board view with drag-and-drop | Basic task board (no full Kanban columns or drag-and-drop) | Kanban board view for projects and tasks | | Kanban view available in Sales Workspace and Projects | Board view with drag-and-drop and custom columns | Kanban board view in Zoho Projects | | | | Legacy list-based interface only | | | Kanban view available on all plans | Visual deal pipeline with Kanban layout | Kanban board view for tasks | | | | | | Kanban view (limited customization) | Kanban board view for tasks | Kanban board view available | Board view available (limited compared to dedicated PM tools) | You cannot view tasks in a kanban board | Kanban view added in Dubsado 3.0 (Nov 2025) | You can manage tasks in Kanban boards | Boards can be viewed in Kanban style | |
| Task tables are not supported | Task tables are not supported | You can view records in tables, but columns and behavior are rigid | | | Table view (Premium only) | | | Table view with bulk editing | Table view with sortable and filterable columns | Bulk-edit tasks like a spreadsheet | Table view with sortable columns | | | Transaction list view within projects | Table view available in CRM | Table view with sortable, filterable columns and bulk editing | Table/spreadsheet view in Zoho Projects | Basic list/table view for tasks | Basic list view for tasks and timesheets | Transaction list view only | No spreadsheet-style editing | | Basic list view for tasks (no advanced table features) | Grid view is the default table layout | List view for deals, contacts, and activities | Table view for tasks and projects | | | | | | Basic table view (no bulk editing) | | | Table/list view available | You cannot view tasks in a table | Table view is the default task display in Dubsado 3.0 | You can view tasks in table format | Boards default to table view | Tasks cannot be viewed in tables |
| Task lists are not supported | Task lists are not supported | You can manage tasks in a standard list view | | | Cards in lists (default view) | | No dedicated list view (table view used instead) | List view is the default project view | List view with toggle and nested pages | Clean task lists with clear hierarchy | | Basic task list within projects | | Transaction list view within projects | List view available in CRM and tasks | List view is the default task view | List view available in Zoho Projects | Default list view for tasks | Default list view for tasks | Transaction and project list views | You can manage tasks as simple to-do lists | | Default list view for tasks and projects | | List view available for deals and activities | | | | | | | Simple list view with basic sorting | | | | You can view projects in a list | You can manage tasks in simple lists | You can view tasks in lists | Items can be viewed as lists | Tasks are managed as simple to-do lists |
| The calendar shows meetings only, not projects or tasks | The calendar shows appointments only, not projects or tasks | You can see tasks and deadlines on a calendar | | Calendar shows events, not tasks | Calendar view (Premium only) | | Homebase calendar with task dates | Calendar view shows tasks and deadlines | Calendar view for database items | See tasks and deadlines on a calendar | Calendar view for tasks and deadlines | No calendar view for tasks | Calendar view for tasks and deadlines | | Calendar view for tasks and meetings | Calendar view for tasks and deadlines | Calendar view for tasks and deadlines in Zoho Projects | Calendar integrations (Google/Outlook) available but no native calendar view | Calendar view for timesheets only (not task management) | | You can see tasks and bookings on a calendar | | No calendar view for tasks | Calendar view for date-based records | Activity calendar with sync | Calendar view for tasks and events | | | | | | Calendar view for tasks and deadlines | Calendar view with task and event integration | | | You can see bookings on a calendar | You can see deadlines and appointments on a calendar | You can view tasks on a calendar | Calendar view is supported | You can see due dates on a project calendar |
| Gantt charts are not supported | Gantt charts are not supported | No native Gantt chart view | | | Timeline view (Premium, not Gantt) | | Timeline view functions as Gantt chart | Gantt chart with dependencies and milestones | Timeline view (not a true Gantt chart, no auto-scheduling) | Plan work visually with task order and dependencies | Interactive Gantt chart with dependencies and critical path | | Gantt chart with dependencies and milestones | | Gantt chart view in Projects Object | Gantt chart with dependencies, milestones, and critical path | Gantt chart with dependencies in Zoho Projects | | | | | | | Gantt layout in timeline view (Team plan and above) | | Gantt chart view for project timelines | | | | | | Gantt chart with drag-and-drop | | Gantt chart view (Business plan) | Interactive Gantt chart with dependencies and milestones | You cannot view work on a gantt chart | You cannot view work on a gantt chart | Timeline view functions as a Gantt chart | Gantt view is supported on higher plans | Gantt charts are not supported |
| Tasks and subtasks are not supported | Tasks and subtasks are not supported | You can break tasks into subtasks | | | Checklists only (not true subtasks) | | Subtasks as checkboxes (single level, not nested) | Nested subtasks supported | Sub-pages for unlimited nesting depth | Break work down into multiple nested levels | Nested subtasks supported | | | | | Nested subtasks with multiple levels and checklists | Nested subtasks supported in Zoho Projects | Tasks and checklists (no nested subtask hierarchy) | Tasks within projects (no nested subtasks) | Tasks within Xero Projects (no nested subtasks) | All tasks are single-level only | | Tasks within projects (no nested subtasks) | Linked records simulate subtasks (no native subtask hierarchy) | Sub-tasks in Projects add-on (basic) | Subtasks supported within tasks | | | | | | Nested subtasks supported | | | Subtasks supported (launched early 2026) | You cannot split tasks into subtasks | You cannot split tasks into subtasks | You can break tasks into subtasks | | No subtasks (single-level to-dos only, sections for organization) |
| | | | | No email-to-task conversion | Email-to-board creates cards | | No email-to-task conversion | Forward emails to create tasks | No email-to-task conversion | Turn emails into tasks without manual copying | | No email-to-task conversion | Email integration available (no direct email-to-task) | | Tasks can be created from CRM emails (not direct email-to-task) | Create tasks from emails via email-to-task integration | Email-to-task available in Zoho Projects via email forwarding | | | | Not supported (email sync only) | | | Via automation or Zapier integration (not native) | No email-to-task conversion | No email-to-task conversion | | | | | | No email-to-task conversion | | | | Not supported (email sync only) | You cannot create tasks from emails | | | |
| Task comments are not supported | Task comments are not supported | You can comment directly on tasks | | Team discussion on projects | | Built-in chat widget for client communication | Comments and @mentions on tasks | Comments with @mentions on tasks | Comments with @mentions and discussions on pages | Keep discussions tied directly to each task | Comments with @mentions on tasks | Task-level comments with activity feed | Comments and @mentions on tasks | No task management system | Internal notes on tasks (not full comment threads) | Threaded comments with @mentions and reactions on tasks | Comments with @mentions on tasks in Zoho Projects | Comments on time entries and projects | Comments on tasks and time entries | | You cannot comment directly on tasks | | Notes on time entries (no dedicated task comment threads) | Record-level comments with @mentions | Notes and comments on deals and activities | | | | | | | Comments stay attached to tasks only | | Task comments with @mentions | Task comments with discussions | You cannot comment on tasks | You cannot comment on tasks | You can comment directly on tasks | | You can comment on to-dos |
| | | You can attach files directly to tasks | | Files can be attached to projects | File attachments on cards | Asset delivery via online galleries and project file sharing | File attachments (50 MB limit per file) | File attachments on tasks | File uploads and embeds on pages | Store files directly on the task they belong to | File attachments on tasks | Task-level attachments (upload, drag-and-drop, paper clip) | File attachments on tasks | No task management system | Files can be linked to CRM records (no direct task attachments) | File attachments on tasks with drag-and-drop | File attachments on tasks in Zoho Projects | File attachments on time entries | File attachments on tasks | File attachments on transactions and projects | You cannot attach files to tasks | | No file attachments on tasks | File attachments on records (images, PDFs, documents) | File attachments on deals and contacts | File attachments on tasks | | | | | | File attachments (no file manager) | File attachments on tasks | File attachments on tasks | File attachments on tasks | You can share files, but not attach them to tasks | You can upload files, but not attach them to tasks | You can attach files to tasks | Files can be attached to items | You can attach files to to-dos |
| Task prioritization is not supported | Task prioritization is not supported | You can assign priorities to tasks | | | Labels for priority (no native) | | No native priority levels | 3 default priority levels (high, medium, low) with custom options | Priorities via custom select property (no built-in priority field) | Define priority levels that fit your workflow | 3 importance levels (High, Normal, Low) | | | No task management system | Task priorities supported (Low, Medium, High) | 4 priority levels (Urgent, High, Normal, Low) with color coding | Task priority levels in Zoho Projects | | | | You cannot set task priority levels | | | Custom single-select field required (not built-in) | | Task priority levels (Low, Medium, High, Urgent) | | | | | | | | | | You cannot set task priorities | You cannot set task priorities | Priorities must be modeled using custom fields | Priority columns are supported | Tasks cannot be prioritized natively |
Task labels & color coding | Task labeling is not supported | Color labels apply to appointments, not tasks | You can label and color-code tasks | | No task labels or color coding | | Custom lead statuses and workflow stages | No native labels or color coding | Tags and color labels on tasks | Multi-select and select properties with color coding | Use unlimited labels to visually organize tasks | Custom labels and color coding on tasks | No task labels or color coding | Labels and color coding on tasks | No task management system | Task types available (no color coding) | Tags with color coding and custom labels | Tags and color coding in Zoho Projects | | Project color coding and tags | No task labels or color coding | You cannot tag or color-code tasks | | No task labels or color coding | Color-coded single and multi-select fields | Deal labels with custom colors | Task labels and color coding | | | | | | No color coding (labels only) | | Tags and color coding on tasks | Tags and color coding on tasks | You cannot label or color-code tasks | You cannot label or color-code tasks | You can tag tasks and use color labels | Status and label columns are supported | |
| Multiple assignees are not supported | Multiple assignees are not supported | You can assign multiple people, but coordination is manual | Solo only, no multi-assign | Tasks can be assigned to team members | Multiple members per card | Single assignee (focus on solo creative) | Single assignee per task only | Multiple assignees per task | Person property supports multiple assignees | Assign tasks to one or multiple teammates | Multiple assignees per task | No multiple task assignees | Multiple assignees per task | | Task assignment to team members | Multiple assignees per task | Multiple assignees per task in Zoho Projects | | | Assign tasks to team members in Xero Projects (Established plan only) | Single assignee per task only | | | Collaborator fields support multiple assignees | Single owner per deal or activity | Multiple assignees per task | | | | | | One assignee per task (no multi-assign) | Single user only (freelancer tool) | Multiple assignees per task | Multiple assignees per task | You cannot assign tasks to multiple people | You cannot assign tasks to multiple people | You can assign tasks to multiple teammates | Multiple assignees are supported | Multiple assignees are not supported |
| Task templates are not supported | Task templates are not supported | You can reuse task templates | | Project templates available | | Full project workflows can be templated and reused | Project templates with tasks included | Task list templates and project templates | Extensive template gallery with custom templates | Reuse task-level structures across projects | Task and project templates with blueprints | | Task and project templates | | Task templates via sequences (Sales Hub Professional+) | Task templates and project templates with full structure | Task and project templates in Zoho Projects | Project templates (Starter+) | | | You can reuse task lists through workflows | | No task or project templates | Base and table templates (no per-task templates) | Project templates in Projects add-on | Project templates with tasks (limited template count on lower plans) | | | | | | Task templates with dependencies | | Project and task templates | Project and task templates | You cannot reuse task templates | You can reuse workflows and form templates | You can reuse task and project templates | Board and item templates are supported | Task templates are not supported |
| Task-level permissions are not supported | Task-level permissions are not supported | Permissions are controlled by roles, not per-task rules | | No task-level permissions | Board-level only (not per card) | No task-level permissions | 4 access levels per project (not per task) | Project-level permissions (4 levels, not per-task) | Page-level permissions (no task-level granularity) | Control access at the individual task level | Folder-level permissions (not per-task granularity) | No task-level permissions | Role-based task access control | No task-level permissions | CRM-level permissions apply to tasks (not task-specific) | Permissions at Space and Folder level (not per-task) | Role-based task access (no per-task granular permissions) | Admin and member role permissions only | Role-based permissions (no per-task permissions) | No task-level permissions | You cannot control permissions per task | | No task-level permissions | Base-level permissions only (no per-record permissions) | Visibility groups for deals (not per-task permissions) | Team-level permissions (not per-task permissions) | | | | | | Project-level only (no task-level) | No task permissions (solo tool) | Basic permissions via project roles | Role-based task permissions | You cannot set permissions per task | You cannot set permissions per task | Permissions apply at project level, not per task | Permissions depend on board setup | Permissions are project-level only |
| Task dependencies are not supported | Task dependencies are not supported | Task dependencies require Pinnacle plan ($99/month) | | | No native dependencies (Power-Up) | | Basic task dependencies (limited configuration options) | Predecessor and successor dependencies | Basic dependencies via Blocked by property (no auto-scheduling) | Prevent work from starting out of order | Finish-to-Start, Start-to-Start, Finish-to-Finish, and Start-to-Finish dependencies (Team plan and above) | | Task dependencies with Gantt visualization | | | Waiting on, Blocking, and Linked task dependencies with auto-rescheduling | Task dependencies supported in Zoho Projects | | | | | | | Record dependencies in Gantt/timeline view (Team plan and above) | | Basic task dependencies in Gantt view | | | | | | Waiting on, Blocking, Related to | | Task dependencies with Gantt view (Business plan) | Task dependencies with Gantt chart visualization | You cannot link tasks together | You cannot link tasks together | You can define task dependencies | Dependencies are supported | Tasks cannot be linked together |
| | | You can create recurring tasks | | | Via Butler automation rules | | Daily, weekly, monthly, yearly recurring tasks | Recurring tasks with flexible schedules | Recurring templates via database automations (paid plans only) | Automate repeating work with flexible schedules | Recurring tasks with flexible schedules | | Recurring tasks supported | Recurring transactions only (not tasks) | Recurring tasks supported | Recurring tasks with flexible schedules (daily, weekly, monthly, custom) | Recurring tasks in Zoho Projects | | | Recurring transactions only (not tasks) | | | No recurring tasks (recurring time entries only) | Via automations only (no native recurring records) | Recurring activities and revenue tracking | Recurring tasks supported | | | | | | Daily, weekly, monthly, milestones | | Recurring tasks supported | Recurring tasks supported | You cannot create recurring tasks | You cannot create recurring tasks | You can create recurring tasks | Recurring items are supported | Recurring tasks exist with limited options |
| | | | | | Custom Fields (Standard+) | | Custom fields on CRM objects (limited on tasks) | Custom fields on tasks (Free: 2, Deliver: 3, Grow+: unlimited) | Unlimited custom properties (text, number, select, formula, relation, rollup) | Add task-level fields for tracking custom details | Custom fields on tasks (Team plan and above) | No custom task data fields | | | Custom task properties available | Custom fields on tasks (text, number, dropdown, date, checkbox, and more) | Custom fields on tasks in Zoho Projects | | | | | | No custom task data fields | Fully custom fields with 20+ field types | Custom fields on deals, contacts, and activities | Basic custom fields on tasks | | | | | | Custom fields (text and number only) | No custom task data fields | Custom fields on tasks (Business plan only) | | | | Full custom field support | | Custom fields not supported |
| Time tracking is not supported | Time tracking is not supported | You can track time using timers or manual entry | Timer and manual time entry | Timer and manual time entry | | Time tracking is currently in development (Roadmap) | Start/stop timer and manual entry | Timer and manual time entry built-in | No built-in time tracking (requires third-party integrations) | Easily track time using timers or manual entries | Built-in time tracking on Business plan and above ($24.80/user/month) | | Built-in time tracking at project and task level | Built-in time tracking (Essentials plan and above) | No built-in time tracking | Built-in time tracking with timer and manual entry (Unlimited plan and above) | Built-in time tracking in Zoho Projects only (separate from Zoho CRM and Zoho Invoice) | Full-featured time tracker with start/stop timer, manual entry, browser extension, offline sync, and Pomodoro mode | Full-featured time tracker with start/stop timer, manual timesheet, kiosk clock-in, auto-tracker, offline mode, and Pomodoro mode | Time tracking in Xero Projects (Established plan only, $78/month) | Start and stop timers or log time manually | | Start/stop timer and manual time entry (browser extension, desktop, and mobile) | No built-in time tracking | No built-in time tracking | Built-in time tracker with start/stop timer | | | | | | Timer and manual time entry | Built-in time tracker with one-click start/stop | Built-in time tracker with timer, manual entry, and desktop widget | Built-in time tracker with timer and manual entry | Basic time tracking (manual entry on desktop, stopwatch on mobile) | Built-in time tracker (Premier plan only, enhanced in 3.0) | Native time tracking (Advanced plan only, $24.99/user/month) | Time tracking column (Pro and Enterprise plans only, $19/seat/month) | Built-in Timesheet with start/stop timer and manual entry |
| Task tracking is not supported | Task tracking is not supported | You can track time directly on tasks | Time per project/client only | Time tracked per service, not per task | Requires Power-Up (Clockify, etc) | Time tracking not yet available | Track time by client, project, and task | Track time per task and subtask | No task-level time tracking | Log time directly against tasks and subtasks | Track time per task (Business plan and above) | No task-level time tracking | | Time tracked per service item and project (not per task) | | Track time per task with start/stop timer | Task-level time tracking in Zoho Projects | Track time per task with start/stop timer and manual entry | Track time per task with timer and timesheet entry | Track time per task in Xero Projects (Established plan only) | Time tracked per task via Time Log tab within projects | | Track time per task with start/stop timer and manual entry | | | | | | | | | Limited to task-level only (no subtask tracking) | | | | Project-level only, no task-level tracking | Time tracker available (Premier plan) | Requires external tools or custom fields | You can track time per item | Track time on individual to-dos and events |
| Project tracking is not supported | Project tracking is not supported | You can track total time per project | | Time tracked per project and client | | Time tracking not yet available | Track time at project level | Track time per project and client | No project-level time tracking | See time spent per project and per client | Track time per project (Business plan and above) | No project-level time tracking | Time tracking per project | Time tracked per project (Plus and Advanced plans) | | Time tracked per project with rollup reports | Project-level time logs and rollup reports in Zoho Projects | Time rolled up per project with reports | Time and budget tracking per project with rollup reports | Track time and costs per project in Xero Projects (Established plan only) | Track time across different projects and clients | | Time and budget tracking per project with rollup reports and cost analysis | | | | | | | | | | | Track time per project with budget tracking | Track time per project with budget and cost tracking | Time tracked at project level | Time tracked per project (Premier plan) | Requires reporting tools or integrations | Project time requires rollups | Track total time per project with CSV export |
| Billable tracking is not supported | Billable time tracking is not supported | You must manually define what counts as billable | Billable hours with invoicing | Billable and non-billable hours supported | | Time tracking not yet available | Billable and non-billable toggle on time entries | Billable and non-billable categorization | No billable time tracking | Clearly separate billable and non-billable time | Billable hours categorization (Business plan and above) | No billable time tracking | | Billable and non-billable time categorization | No billable time tracking | Billable and non-billable categorization with time estimates | Billable time in Zoho Projects (not automatically connected to Zoho Invoice) | Billable rates on Starter+ plan ($9/user/month annual) | Billable rates available on free plan (basic) and all paid plans | Billable and non-billable hours in Xero Projects (Established plan only) | You cannot set billing rules for time | | Billable and non-billable categorization with hourly rates per person or project | | | Billable and non-billable time categorization | | | | | | Billable and non-billable categorization | Billable and non-billable time tracking | Billable and non-billable time tracking | Billable and non-billable time tracking with cost rates | Billable time tracking available | Billable hours logged to invoices (Premier plan) | Asana does not track billable time | Billable logic is not supported | Billable time is not supported |
| Invoices are not supported | Invoicing is not supported | Tracked time can be invoiced with manual confirmation | Time to invoice in one click | Time entries convert to invoices | | Time tracking not yet available | Auto-populate invoices from tracked hours | Generate invoices from time logs, export to QuickBooks or Xero (no payment collection) | No time-to-invoice capability | Turn tracked time into invoices without extra steps | No invoicing feature (export time logs to external tools) | No billable time invoicing | Convert billable time to invoices | Add billable time directly to invoices | No time tracking to convert to invoices | No invoicing feature (cannot convert time to invoices) | No direct connection from Zoho Projects time logs to Zoho Invoice — separate apps require manual export | Basic PDF invoice export (limited — no discounts, no payment tracking, Toggl branding on free) | Invoice from tracked time on Standard+ plan ($5.49/seat/month annual). Includes taxes, discounts, recurring invoices. | Invoice billable time from Xero Projects (Established plan only) | Convert tracked billable time into an invoice | | Auto-populate invoices from tracked billable time (core Harvest feature) | | | Convert tracked time to invoices | | | | | | One-click invoice from time entries | Convert tracked time to invoice line items | Convert tracked time to invoice line items | Convert tracked time to invoice line items | Invoice from time logs (desktop only) | Tracked time can be added to invoices (Premier plan) | | Invoices are not supported | Invoicing is not supported |
| | | You can generate detailed time reports | | Detailed time reports available | | Time tracking not yet available | Time views by project, client, and month (no exportable reports or filters) | Detailed timesheet reports with filters | | View detailed time reports by task, project, or client | Time reports with filters (Business plan and above) | | Timesheet reports available | Detailed time reports available | | Timesheet reports with filters by member, project, and date range | Timesheet reports in Zoho Projects | 5 report types: Summary, Detailed, Workload, Profitability, My Reports. 11+ filter properties. | Summary, detailed, and weekly reports. Exportable. Labor cost and profit analysis. | Time reports in Xero Projects (Established plan only) | You cannot generate timesheet reports | | Detailed timesheet reports with filters by project, client, team member, and date range | | | Timesheet reports available | | | | | | Detailed timesheet reports | | Detailed timesheet reports with filtering and export | Comprehensive timesheet reports with utilization metrics | Basic time logs per project | Basic time logs (Premier plan) | Requires third-party tools | Time tracking add-on required | Timesheet reports with filters and CSV export |
| Team views require dashboards | Team timesheets are not supported | You can view time logs per team member | Solo only, no team timesheets | Team time tracking on higher plans | | Time tracking not yet available | Team time logging (no approval workflow) | Company timesheets (Grow+) with approval workflows (all plans) | | See how each team member tracks their time | Team time logs and approval workflows (Business plan and above) | | | Team timesheets with weekly view (Essentials plan and above) | | Team timesheets with member-level views and weekly breakdown | Team timesheets with approval workflow in Zoho Projects (Premium plan) | Team timesheet views with member-level breakdowns (Starter+) | Team timesheets with member activity views and approval workflows (Standard+) | Team time tracking in Xero Projects (Established plan only) | No team breakdown for time entries | | Team timesheet views with member-level breakdowns and capacity reporting | | | Team time tracking (limited on lower plans) | | | | | | Per-member timesheets with locking | No team features (solo freelancer tool) | Team timesheets with approval workflow | Team timesheets with approval and utilization tracking | Team members can log time on shared projects | You cannot see team time reports | | Team views require dashboards | View time logged by each team member |
Create and send proposals | Calendly is for scheduling only | Acuity is for scheduling only | Proposals with line items and attachments | Proposals with signatures | Estimates only (not full proposals) | | Integrated proposals with automatic contract linking | Drag-and-drop proposal builder | Not built-in (requires third-party tools) | | Create proposals clients can review, approve, and sign in one flow | | | Basic proposal/estimate creation (no interactive builder) | Estimates only (not full proposals) | Quotes tool with line items and e-signatures (not full proposals) | | No native proposal builder — requires third-party tools like Proposify or Qwilr | | | Quotes only (not full proposals) | Quotes with limited design options | | Estimates/quotes only (not full proposals with contracts or e-signatures) | | Smart Docs for proposals and quotes (add-on or Professional+) | Create and send proposals to clients | | | Full proposal creation and sending | No proposal creation (signing existing documents only) | Full proposal creation and sending | Customizable proposals with e-signatures | Create and send proposals with templates | No proposal feature (estimates only) | Quotes/estimates only (not full proposals) | Smart files combine proposals and contracts | Proposals with pricing tables | Asana is for task management only | Monday.com is for project management only | Basecamp is for team collaboration only |
Drag-and-drop proposal builder | Proposals are not supported | Proposals are not supported | You can edit proposals visually, but layout control is complex | Template-based editor only | No visual proposal builder | | Professional, customizable proposal templates with branding | Drag-and-drop with templates | | | Create custom, branded proposals without layout limits or code | | | No drag-and-drop proposal builder | No visual proposal builder | Template-based quote builder with sections (not drag-and-drop) | | No proposal builder in any Zoho app | | | No visual proposal builder | You cannot drag and drop proposal sections | | | | No visual proposal builder (template-based documents) | Template-based proposal editor (not full drag-and-drop) | | | Drag-and-drop document editor | No document creation editor | Section-based drag-and-drop proposal designer | Visual editor (no true drag-and-drop) | Template-based proposal builder (not drag-and-drop) | | No proposal builder (quote/estimate form only) | You can edit sections, not free drag-and-drop) | You can build proposals using drag-and-drop forms | | Proposals are not supported | |
Reusable proposal templates | Proposals are not supported | Proposals are not supported | You can use prebuilt proposal templates | Modifiable proposal templates | Estimate templates available | | Reusable templates for different service types | Pre-built professional templates | | | Reuse proven proposal layouts across clients | | | Basic estimate templates (limited customization) | Estimate templates available (not full proposals) | Quote templates with reusable modules | | No native proposal templates | | | Quote templates available | Save and reuse your own proposal templates | | No reusable proposal templates | | Reusable Smart Docs templates with auto-fill | Reusable proposal templates | | | | Envelope templates for recurring signature workflows | Professionally designed proposal templates | Industry templates plus custom templates | Reusable proposal templates | | | You can use proposal templates | You can use proposal templates | | Proposals are not supported | |
Real-time proposal analytics | Proposals are not supported | Proposal analytics are not supported | You can see status changes, not detailed viewing analytics | See when proposals are viewed | No proposal view tracking | | Basic status tracking (sent, viewed, accepted) | No view tracking or engagement analytics | | | See exactly when proposals are opened and reviewed | | | No real-time proposal analytics | No proposal view tracking | Track quote views, downloads, and engagement | | No proposal view analytics | | | No proposal view tracking | You cannot see proposal views or activity | | | | Document open tracking and notifications | Basic view tracking on proposals | | | Document analytics with opens, views, and time per page | | Detailed analytics (opens, views, time per section) | | View notifications when proposals are opened | | | You can see when a proposal is viewed | You cannot see proposal view analytics | | Proposals are not supported | |
Live messenger on proposals | Proposals are not supported | Proposal messaging is not supported | You cannot message clients inside proposals | | | | Built-in chat widget for client questions | Client comments directly on proposals | | | Answer questions directly while clients review proposals | | | No live messenger on proposals | | Breeze closing agent answers buyer questions on quotes (AI, not live chat) | | No live messenger on proposals | | | | You cannot chat inside proposals | | No live messenger on proposals | | | | | | | | | No live chat in proposals | No live messenger on proposals | | No live messenger on quotes | You cannot chat inside proposals | You cannot chat inside proposals | | Proposals are not supported | |
| | | Limited proposal-to-booking flow | Proposal to contract to invoice | | | Smooth flow from lead capture to booking and contract | Auto-convert to contract and project on approval | | | Move from proposal to contract, invoice, or booking automatically | | | No proposal-specific automation | | Quote-to-invoice flow (no proposal-to-contract-to-project flow) | | No proposal-to-project automation | | | Quote to invoice conversion | Limited flow (no integrated scheduler sync) | | No proposal flow automation | | Deal stage automation when document signed | Basic status-based automation | | | Approval workflows and automated routing | | Approval workflows on Team plan and above | Proposal-contract link only (no scheduler) | Auto-send contract after proposal approval (Pro plan) | | Quote-to-project automation when quote is accepted | Complete Smart Files flow | You can add proposal items like services or products | | | |
Convert proposal to invoice | Invoices are not supported | Proposals and invoices are not supported | You can convert proposals to invoices with manual steps | One-click proposal to invoice | Convert estimates to invoices | | Auto-generate invoices once a booking is confirmed | Auto-create invoice when agreement is signed | | | Create invoices directly from approved proposals | | | Convert estimates/proposals to invoices with one click | Convert estimates to invoices | Quotes auto-create invoices via subscriptions or manual conversion | No proposal or invoicing feature | No native proposal-to-invoice conversion | | | Convert quotes to invoices | You can turn accepted proposals into invoices | | No proposal-to-invoice conversion (estimates only) | | | Convert accepted proposals to invoices | | | In-document payments via Stripe/PayPal (not full invoicing) | | No invoicing (CRM integration for deal tracking only) | Auto-generate invoice from accepted proposal | Convert proposal to invoice | Convert estimate to invoice | | Accepted proposals create invoices | Accepted proposals create invoices | | Invoices are not supported | Proposals and invoices are not supported |
| Proposal pricing is not supported | Proposal pricing packages are not supported | You can create packages using configuration rules | Line items only, no packages | | | Define service packages and offer optional add-ons | No interactive pricing tables or package selection | | | Offer upsells and add-ons directly inside proposals | | | No packages or add-ons in proposals | | Line items with tiered pricing (no interactive package selection) | | No native proposal packages or add-ons | | | No packages or add-ons in quotes | You cannot offer configurable packages | | No packages or add-ons in proposals | | No packages or add-ons in proposals | No packages or add-ons in proposals | | | Pricing tables with optional line items | | Optional line items and add-ons in proposals | Packages with single, multi-select options | | | No packages or add-ons in quotes | You can offer packages and add-ons | You can offer packages and add-ons | Pricing packages are not supported | Proposal pricing is not supported | Pricing packages are not supported |
Interactive pricing tables | | | Pricing tables exist but do not update dynamically | | | | Static pricing with optional selections | No interactive pricing tables | | | Let clients choose options before approving | | | No interactive pricing tables | | Static pricing on quotes (no client-selectable options) | | No interactive pricing tables | | | | Pricing tables are static | | No interactive pricing tables | | No interactive pricing tables | Basic pricing tables in proposals | | | Interactive pricing tables with client-selectable options | | Interactive pricing tables with client-selectable options | Static pricing only (no client selection) | No interactive pricing tables | No interactive pricing tables | Line-item pricing in quotes (not interactive) | Pricing updates dynamically | Pricing updates based on selections | Pricing tables are not supported | | |
Dynamic data and variables | | | You can use variables to auto-fill proposal content | | Basic placeholders available | Butler has some variables | Automatic data merging for client and booking details | Basic merge fields (no dynamic data blocks) | | | Auto-fill proposal content with client and project data | | | Dynamic variables with automatic data filling in Document Builder | Basic placeholders available | AI-generated cover letters and line items from deal context | | No dynamic data variables in proposals | | | Basic placeholders on quotes | Use tokens to insert client and project data automatically | | No dynamic data or variables in proposals | | Auto-populated deal and contact fields in Smart Docs | Basic placeholders for client and company data | | | Smart content with dynamic variables and CRM data | Data fields and tabs that recipients fill in | Variables and merge tags with CRM data | Basic smart fields (limited variables) | No dynamic data/variables | No dynamic data/variables | No dynamic data/variables in quotes | | | | | Dynamic variables are not supported |
| | | You can set proposal expiration dates | | Manual expiry dates on estimates | | No automated proposal expiration | Expiration dates not confirmed in documentation | | | Automatically expire proposals after a set date | | | Expiration dates on estimates | Manual expiry dates on estimates | Quote expiration dates supported | | No proposal expiration dates | | | Manual expiry dates on quotes | You cannot set proposal expiry dates | | Expiration dates on estimates only (no proposals) | | No document expiration dates | Expiration dates on proposals | | | Document expiration dates supported | Envelope expiration dates supported | Proposal expiration dates supported | Manual expiry dates (no automation) | Proposal expiration dates | | Quote expiration/validity dates | You can set proposal expiry | You cannot set proposal expiry dates | | | |
| | | You can download proposals as PDFs | | | | Downloadable PDF versions for all documents | Contracts stored in client profile (no standalone PDF export documented) | Project reports exportable (no proposal PDFs) | Export pages as PDF (no proposal-specific export) | | Export projects and reports (no proposal PDFs) | Export documents from the portal (not proposal-specific) | | | | | PDF export available in various Zoho apps (not proposal-specific) | | PDF export for reports and invoices | PDF export for invoices, quotes, and reports | You can download proposals as PDFs | PDF export for invoices and receipts | PDF export available for invoices and estimates | CSV and PDF exports for views (not documents) | PDF export for Smart Docs | | Invoice PDF export available | Invoice PDF download available | | PDF download with completed signatures | | Basic PDF export (limited branding) | | | | You can download proposal PDFs | You can download proposal PDFs | Tasks and projects can be exported, not proposals | | You can export discussions, not proposals |
| | | You can reuse content via templates, not blocks | | No reusable content blocks | | No reusable content blocks | No reusable content blocks | | | Create reusable proposal sections you can reuse on demand | | | No reusable content blocks | No reusable content blocks | Reusable template modules (not individual content blocks) | | No reusable proposal content blocks | | | No reusable content blocks | Save and reuse sections across different documents | No reusable content blocks | No reusable content blocks | | No reusable content blocks | Template sections reusable (not standalone content blocks) | | | Content library with reusable blocks and snippets | No content library (template-based only) | Content library with reusable sections | Reusable blocks not supported (templates only) | No reusable content blocks | | No reusable content blocks | You can reuse proposal sections | You can reuse form sections | Proposal blocks are not supported | | |
Legally binding e-signatures | | | Clients can sign proposals online | Legally binding e-signatures | | | Integrated e-signatures for proposals and contracts | E-signatures on proposals | | | Collect secure electronic signatures on proposals | | E-signatures on contracts | No e-signatures on proposals | Basic e-signature on estimates (DocuSign integration on Advanced plan) | E-signatures on quotes (10/month Pro, 30/month Enterprise, powered by Dropbox Sign) | | Via Zoho Sign — separate paid app ($10/user/mo) | | | | Clients can sign your agreements online | | | | E-signatures on Smart Docs (Professional plan and above) | E-signatures on proposals | | | Legally binding e-signatures on all plans | Industry-leading legally binding e-signatures | Legally binding e-signatures included | Basic e-signatures (limited audit trail) | E-signatures on proposals (limited) | | No e-signatures on quotes | | Clients can sign documents online | E-signatures are not supported | Monday.com has no e-signatures | E-signatures are not supported |
Custom proposal data fields | Proposals are not supported | Proposals are not supported | Custom fields available with configuration | No custom proposal fields | No custom proposal fields | | No custom proposal fields | Merge fields for client and project info (no sortable custom data) | | | Create custom proposal data you can sort, filter, and report on | | | Custom variables and fields available in Document Builder | Custom fields on Advanced plan only | Custom deal and quote properties available | | No proposal custom fields (no native proposal module) | | | | Not supported. You cannot customize signer fields | | No proposal custom data fields | | Custom deal fields populate into documents | | | | Custom fields supported in documents | | Custom fields via CRM integrations | Text and date custom fields only | No custom proposal data fields | | No custom quote data fields | | | Proposals are not supported | Proposals are not supported | Proposals are not supported |
Create and sign contracts | Calendly is for scheduling only | Acuity is for scheduling only | | Freelancers Union templates | | | Legally binding contracts built into the booking flow | Legally vetted contract templates | | | Create, send, and sign contracts in one continuous flow | | Contracts with e-signatures included | Contract creation via Documents Builder (Dec 2025). E-signatures not yet available | QuickBooks Online does not handle contracts | No native contract creation (e-signatures only on quotes, third-party needed for contracts) | No contract management feature | Zoho Sign handles e-signatures (separate paid app, $10/user/mo). Zoho Contracts is a separate enterprise product | | | | Contracts with e-signature capture | | | | Smart Docs for basic document signing (not a full contract builder) | Create contracts with e-signatures | | | Contract creation with e-signatures | Sign contracts (upload and sign, no contract creation editor) | Contracts within proposal documents (not standalone contract builder) | Legally vetted templates with e-signatures | Create and send contracts with legally binding e-signatures | | | Smart files combine contracts and invoices | Contract creation with automation | Asana does not handle contracts | Monday.com does not handle contracts | Basecamp does not handle contracts |
Drag-and-drop contract builder | | Intake forms can be built visually | Contracts use structured templates, not free-form builders | | | | Template-based contract builder with visual editor | Pre-built legal templates | | | Create fully custom contracts with flexible layouts, no code or formatting limits | | Template-based contract editor (no drag-and-drop) | Template-based Documents and Contracts Builder (Dec 2025) | | | No contract management feature | No drag-and-drop contract builder | | | | You cannot visually build contracts | | No drag-and-drop contract builder | | | Template-based contract editor (not full drag-and-drop) | | | Same drag-and-drop editor for contracts | No contract creation editor (upload-and-sign only) | Same proposal editor used for contract sections | Visual editor (no full drag-and-drop) | Template-based contract builder (not drag-and-drop) | | | You cannot visually build contracts | You can build contracts using form blocks | | | Contracts are not supported |
Legally binding e-signatures | E-signatures are not supported | E-signatures are not supported | Contracts support legally binding signatures | E-signatures with audit trail | | | Full e-signature support with audit trails | E-signatures on contracts with audit trail | | | Collect secure signatures with audit trails and signer verification | | E-signatures with legal validity on contracts | No e-signatures (must use third-party) | No e-signatures on contracts | E-signatures on quotes only (not standalone contracts) | No contract or e-signature feature | Via Zoho Sign — legally binding e-signatures (separate paid app) | | | No e-signatures on contracts | E-signatures meet standard legal requirements | | No e-signatures on contracts | | E-signatures on Smart Docs (Professional plan and above) | E-signatures on proposals | | | Legally binding e-signatures included | ESIGN, UETA, and eIDAS compliant e-signatures | Legally binding e-signatures included | Legally binding e-signatures | Legally binding e-signatures on contracts | | No native e-signatures (integrates with DocuSign via Zapier) | Contracts support legal e-signatures | Contracts support legal e-signatures | E-signatures are not supported | E-signatures are not supported | E-signatures are not supported |
Multi-signature / signees | Contracts are not supported | Contracts are not supported | You can add multiple signers to contracts | | | | Support for multiple signers per document | Single signer per contract (no multi-party signing) | | | Collect signatures from multiple people on the same contract | | Multi-party signing with completion notifications | No multi-signature support | No multi-signature support | Counter-signing on quotes (limited multi-party) | No contract or e-signature feature | Multiple signers via Zoho Sign (separate app) | | | No multi-signature support | You cannot collect signatures from multiple people | No multi-signature support | No multi-signature support | | Multiple signers supported on Smart Docs | Multiple signers supported | | | Multiple signers with routing order | Advanced multi-signer routing with signing order | Multiple signers supported | Multiple signers and recipients | | | | You can collect multiple signatures, with fixed roles | You can collect multiple signatures, setup is limited | | Contracts are not supported | |
Reusable contract templates | Contracts are not supported | Contracts are not supported | You can use predefined contract templates | Legal templates from Freelancers Union | | | Reusable contract templates included | Pre-built legal templates | | | Reuse contract structures to create new agreements faster | | Reusable contract templates available | Reusable document templates with on-brand designs and HTML editor | | No contract templates (quote templates only) | No contract management feature | No native contract templates (Zoho Contracts is a separate enterprise product) | | | | You can use contract templates | | | | Smart Docs templates (not contract-specific) | Reusable contract templates | | | Contract templates available | Envelope templates for recurring documents | Contract sections within proposal templates | Industry-specific and custom templates | Reusable contract templates (lawyer-vetted) | | | You can use contract templates | You can use contract templates | | Contracts are not supported | |
Auto-reminders automation | Contract reminders are not supported | Contract reminders are not supported | Signing reminders send automatically | | | Due date reminders (Butler) | Automated follow-ups for unsigned contracts | Automatic follow-up reminders | | | Automatically follow up until contracts are signed | | Basic reminders for pending actions | No contract auto-reminders | | No contract reminders (workflow reminders for deals) | No contract management feature | Automated reminders via Zoho Sign (separate app) | | | Automated invoice payment reminders | You can send automatic reminders | Automated late payment reminders on invoices (Pro plan only) | No contract auto-reminders | | Activity reminders (not document-specific reminders) | Manual reminders (limited automation) | Smart Retries and automated payment reminders | Automated invoice payment reminders | Automated signing reminders | Automated signing reminders | Automated follow-up reminders for unsigned proposals | Auto-reminders (stop after 16 days overdue) | Manual follow-up reminders (Pro plan) | | | You can send automatic reminders | Reminders send automatically | | Contract reminders are not supported | |
| Contracts are not supported | Contracts are not supported | Variables auto-fill contract fields | | | | Auto-fill contract data with booking information | Merge fields for client data (no dynamic data blocks) | | | Auto-fill contract content with client and project data | | Basic merge fields for client data | Dynamic variables with automatic data filling from CRM and other modules | | No contract variables (quote variables only) | No contract management feature | No dynamic variables in contracts (no native contract builder) | | | | You can insert custom fields | | No dynamic data variables in contracts | | Auto-fill deal and contact data in documents | Basic placeholders for client data | | | Dynamic variables with CRM and custom data | Pre-fill recipient data fields | Merge tags and variables from CRM data | Basic smart fields (limited variables) | No dynamic data/variables in contracts | | | You can use smart fields in contracts | You can use smart fields in contracts | | Contracts are not supported | |
Contract automation triggers | Automation applies only to booking events | Automation is limited to booking and payment events | Contracts can trigger workflows only if configured | | | | Automated invoice generation upon contract signature | Signed contracts trigger project creation and invoice generation | | | Trigger automated workflows the moment a contract is signed | | Basic workflow triggers on contract events | No contract automation triggers | No contract automation triggers | No contract triggers (deal stage triggers exist) | No contract management feature | No contract automation triggers | | | | Contracts can trigger workflows | | No contract automation triggers | | Deal stage change on document signature | Basic automation on contract signing | | | Workflow automation triggers on document events | Completion triggers on Business Pro and above | Proposal-level triggers (not standalone contract triggers) | Contract & proposal triggers only | Auto-create invoice when contract is signed (Pro plan) | | | Contracts can trigger workflows | Contracts trigger workflows | Contracts cannot trigger workflows | Automations apply to items, not payments | Contracts cannot trigger actions |
| Contract notifications are not supported | Booking and payment notifications are supported | You receive notifications when contracts are viewed or signed | View notifications included | Email notifications when viewed | | Real-time notifications for contract activity | Real-time tracking (sent, viewed, paid, overdue) | | | See when contracts are opened and reviewed | | Notifications when contracts are viewed or signed | No contract view notifications | Invoice and estimate view notifications only | Quote view and engagement tracking available | No contract management feature | View and sign notifications via Zoho Sign (separate app) | | | Invoice and quote view notifications only | You receive email notifications | Email notifications when invoices are viewed | No contract view notifications | | Notifications when documents are opened | Notifications when contracts are viewed | Real-time webhook notifications | Email notifications when invoices are viewed | Real-time view and engagement notifications | Real-time envelope status notifications | Real-time proposal engagement notifications | Basic email notifications (no detailed tracking) | | | | You receive contract notifications | You receive signing notifications | | Payment notifications are not supported | |
PDF download with signature certificate | Contracts are not supported | Contracts are not supported | Signed contracts can be downloaded with certificates | PDF with signature certificate | | | Download signed contracts in PDF format | Signed contracts stored in client profile (no signature certificate) | | | Download signed contracts with official proof of signature | | Download signed contracts (no signature certificate documented) | No e-signature or signature certificates | No contract signatures or certificates | Countersigned quotes downloadable (limited certificate) | No contract management feature | Signed PDF with certificate via Zoho Sign (separate app) | | | | You can download signed PDFs | | No signed contract PDF download | | PDF download of signed documents (no signature certificate) | PDF download of signed contracts | | | PDF download with audit trail and signature certificate | PDF with certificate of completion and audit trail | PDF download with signatures | Basic PDF download (limited certificate) | PDF download of signed contracts | | | You can download signed PDFs | You can download signed PDFs | | Contracts are not supported | |
Custom signer data fields | Contracts are not supported | Contracts are not supported | Signer fields are configurable with limits | | | | Standard signer fields (name and email) | Standard signer fields (name and email only) | | | Collect structured signer information during signing | | Standard signer fields (name and email) | No custom signer data fields | | No custom signer data fields on contracts | No contract management feature | No custom signer data fields | | | | Not supported. You cannot customize signer fields | | No custom signer data fields | | | | | | Custom signer fields supported | Custom tabs and data fields for signers | Client input forms for signer information | Standard fields only (name & email) | No custom signer data fields | | | You cannot customize signer fields | You cannot customize signer fields | | Contracts are not supported | |
Custom contract data fields | Contracts are not supported | Contracts are not supported | Custom fields available with configuration | No custom contract fields | | | Basic custom fields for contact information | Merge fields only (no sortable or filterable custom data) | | | Create custom contract data you can sort, filter, and report on | | Variable input fields in contracts | Custom variables available in Document Builder templates | | | No contract management feature | No custom contract fields (no native contract builder) | | | | | | No custom contract data fields | | | | | | Custom fields in contracts | Data fields on documents (not contract-specific metadata) | No standalone contract fields | Custom fields (contact info only) | No custom contract data fields | | | | | Contracts are not supported | Contracts are not supported | Contracts are not supported |
Create invoices and get paid | Calendly does not create invoices | Invoicing with payment processing | Full invoicing with payment tracking | Invoices with Stripe and PayPal | Full invoicing with online payments | | Professional invoices with integrated payments | Customizable invoice templates with online payments | Basic invoicing from time logs and fixed fees (export to PDF, QuickBooks, Xero; no payment collection) | | Send invoices and collect payments in one connected flow | | Invoicing with Stripe integration (one-time and recurring) | Create and send invoices with online payment collection | Full invoicing with online payments (credit card, ACH, Apple Pay, PayPal, Venmo) | Free invoicing with HubSpot Payments or Stripe | No invoicing or payment collection feature | Zoho Invoice is free but limited (500 invoices/year, 2 users, Zoho branding on free plan) | Basic PDF invoice generation from time reports (Toggl branding on free, limited fields) | Invoice creation from tracked time on Standard+ plan. Includes line items, taxes, discounts. | Full invoicing with online payments (credit card, direct debit via GoCardless, PayPal via Stripe) | Invoices with Stripe and PayPal | Unlimited invoicing with online payments (credit card 2.9% + $0.60, ACH 1%) | Create and send invoices from tracked time with Stripe and PayPal payment collection | | No native invoicing (third-party integrations only) | Full invoicing with online payments | Built-in invoicing with online payments | Built-in invoicing with online payments | In-document payments only (not full invoicing) | Payment collection on Business Pro plan (not full invoicing) | | Invoicing with multiple payment options | Create and send invoices with online payments via Stripe and PayPal | Create and send invoices with online payments | Create and send invoices with Stripe integration | Invoices with instant online payments | Invoices with payment plans | Asana does not handle billing | Monday.com does not handle billing | Basecamp does not handle billing |
| Invoices are not supported | Logo only, fixed template layout | Invoices support logos, colors, and branding | Logo only, fixed templates | Customizable invoice branding | | Customizable logos and brand colors on all invoices | | Basic invoice layout (no drag-and-drop branding) | | Match invoices to your brand with custom logos, colors, and layout | | White-label branded invoices on higher plans | Branded invoices with company logo and colors | Customizable invoice branding with logo, colors, and layout | Basic branding (logo and colors, fixed template layout) | | Custom branding in Zoho Invoice (Zoho footer shown on free plan; full custom branding on paid plans) | Toggl branding on free plan. No custom branding on paid plans either. | No custom invoice branding | Customizable invoice branding with logo, colors, and layout | Basic invoicing (no smart tax automation) | Basic logo and color branding on Pro plan only | Branded invoices with logo and custom colors | | | Branded invoices with logo and colors | Basic branding (logo and colors, limited layout control) | Basic branding (logo and business info, limited customization) | No dedicated invoice builder | | | Limited branding (logo and colors only) | Branded invoices with logo (Pro plan removes Indy branding) | Branded invoices with logo and company details | Fully branded invoices with customizable templates | | | | Invoices are not supported | Invoices are not supported |
Drag and drop invoice builder | Invoices are not supported | Fixed templates, no layout control | Visual builder but complex setup | | Template-based editor only | | Visual editor based on fixed templates | Template-based editor (not drag-and-drop) | | | Create custom invoice layouts visually without formatting limits | | Template-based invoice editor (not drag-and-drop) | Invoice editor (not drag-and-drop) | Template-based editor only | No drag-and-drop invoice builder (template-based) | | Invoice builder in Zoho Invoice | | No invoice builder (generated from time data) | Template-based editor only | Template-based (no drag-and-drop designer) | No drag-and-drop invoice builder (template-based only) | No drag-and-drop invoice builder (template-based) | | | Template-based invoice editor | No drag-and-drop builder (template-based) | No drag-and-drop builder (template-based) | | | | Pre-built templates (no drag-drop) | Template-based invoice creation (no drag-and-drop) | Template-based invoice creation (no drag-and-drop) | Template-based invoice creation (no drag-and-drop) | Fixed themes (non-customizable layouts) | | Invoices are not supported | Invoices are not supported | Invoices are not supported |
| Invoices are not supported | | You can edit invoice line items | | Fully customizable line items | | Flexible line item management | Custom descriptions, quantities, and pricing per line | Basic line items on invoices (time logs and fixed fees) | | Edit pricing, quantities, descriptions, and structure freely | | Customizable line items on invoices | Customizable line items on invoices | Fully customizable line items with products/services catalog | Line items with descriptions, quantities, and pricing | | Customizable line items in Zoho Invoice | No customizable line items (time entries only) | Line items on Standard+ invoices | Fully customizable line items with products and services catalog | You can customize invoice line items | Customizable line items with product and service catalog | Customizable line items with services catalog | | Product catalog with custom fields (not invoicing) | Custom line items on invoices | Customizable line items supported | Customizable line items supported | Pricing table line items in proposals | | Customizable line items in proposal pricing tables | Line items (no advanced customization) | | | Customizable line items with service catalog | | | | Invoices are not supported | Invoices are not supported |
Item or invoice discounts | Invoices are not supported | Invoices are not supported | You can apply discounts to invoices | | | | Automated and manual discount calculations | | | | Apply discounts at the item or full invoice level | | | | | Discounts supported on invoices | | Discounts on line items and invoices in Zoho Invoice | | Invoice discounts on Standard+ plan | Discounts supported on invoices | You can add discounts to line items | Discounts supported on invoices | Discounts supported on invoices | | | Discounts supported on invoices | Coupons and discounts supported | Discounts supported on invoices | Discounts in pricing tables only | | Discounts in pricing tables | Discounts (percentage or fixed, no tiered) | | | Discounts on invoices and line items | | | | Invoices are not supported | Invoices are not supported |
| Invoices are not supported | Invoices are not supported | You can configure tax rates | | | | Custom tax group assignments | Basic tax calculations (not full tax automation) | | | Create tax rules that match your location and use case | | | Tax configuration on invoices | Automated sales tax calculation | Tax configuration supported | | Tax configuration in Zoho Invoice | | Tax configuration on Standard+ plan | Automated sales tax calculation with custom rates | You can set custom tax rules | Custom tax rates and sales tax support | Custom tax rates supported on invoices | | Tax fields on products (not invoicing) | Custom tax rates on invoices | Stripe Tax with automatic tax calculation | Custom tax rates on invoices | Tax fields in pricing tables only | | Tax fields in pricing tables | Basic tax configuration (no automation) | | | Customizable tax rates with VAT support | | | | Invoices are not supported | Invoices are not supported |
| ACH depends on payment integration | ACH support depends on the connected payment processor | You can accept bank payments | | ACH bank payments supported | | Supported via Stripe and Bloom Payments | | | | Accept bank transfers for lower-fee payments | | ACH payments supported (including instant ACH via Plaid) | | ACH bank payments supported | ACH bank debits supported (US-based companies, first $50K/month free) | No payment collection feature | ACH available via Stripe integration in Zoho Invoice (not direct) | | | ACH and direct debit payments via GoCardless integration | | ACH bank payments (1% per transaction, $1 minimum) | ACH bank transfers via Stripe integration | | | | ACH payments (0.8% capped at $5) | Bank transfer payments supported in some regions | Via Stripe integration in documents | No payment processing (except via Business Pro add-on) | | ACH via Bonsai Payments (US, UK, CA, AU only) | No ACH payments (Stripe and PayPal only) | | ACH via Stripe integration | You can accept bank transfers | You can accept bank payments | Asana does not process payments | Payments are not supported | Payments are not supported |
| Payments are supported via third‑party tools | You can collect payments via Stripe during booking | You can accept payments through Stripe | | Stripe payments supported | | Full Stripe integration with automated tracking | Stripe integration included | No native Stripe payment integration | | Accept credit and debit cards instantly | | Full Stripe integration for payment processing | Stripe integration for payments | QuickBooks Payments built-in (Stripe via third-party integration) | Full Stripe payment processing integration | No payment collection feature | Stripe payment gateway supported in Zoho Invoice | | Via Zapier or API (no native Stripe integration) | Stripe payment processing integration | Stripe integration available | No Stripe integration (Wave Payments built-in processing only) | Native Stripe integration for invoice payments | Via Zapier or third-party automation only | Via Zapier or third-party invoicing integration | Stripe payments supported | Native (Stripe is the payment processor) | Not applicable (PayPal is a competing processor) | Stripe in-document payments | Stripe payment collection on Business Pro plan | Stripe payment collection within proposals | Stripe payments supported | Stripe integration for payments | | Native Stripe integration | You can accept payments via Stripe | You can accept payments via Stripe | Asana does not process payments | Stripe works via third-party tools | Payments are not supported |
| Square payments are not supported natively | You can collect payments via Square during booking | You cannot accept payments via Square | | | | Integrated Square payment processing | | | | Collect in-person payments when needed | | | Square integration for online invoice payments | Square integration for sales sync (not direct invoice payments) | Square integration via third-party tools (not native) | No payment collection feature | Square not natively supported (Stripe, PayPal, Razorpay available) | | | | Square integration available | | | | | | Not applicable (Stripe is a competing processor) | Not applicable (PayPal is a competing processor) | | | | | | | | You cannot accept payments via Square | You cannot accept payments via Square | Asana does not process payments | Payments are not supported | Payments are not supported |
| PayPal possible via integrations only | You can collect payments via PayPal during booking | You can accept payments via PayPal | | PayPal payments supported | | Standard PayPal integration included | PayPal integration included | | | Let clients pay using PayPal | | No PayPal integration (Stripe only) | PayPal integration for payments | PayPal and Venmo payments on invoices | PayPal integration via third-party tools (not native) | No payment collection feature | PayPal payment gateway supported in Zoho Invoice | | | PayPal payments on invoices via Stripe | PayPal integration available | No PayPal integration (Wave Payments built-in processing only) | Native PayPal integration for invoice payments | | Via Zapier or third-party invoicing integration | PayPal payments supported | | Native (PayPal is the payment processor) | PayPal in-document payments | No PayPal integration for payments | | PayPal payments supported | PayPal integration for payments | PayPal integration available | | You cannot accept payments via PayPal | You cannot accept payments via PayPal | Asana does not process payments | Possible via integrations only | Payments are not supported |
Flexible partial payments | Payments can be split using external tools | You can require deposits for appointments | You can accept partial payments | | Partial payments supported | | Retainers and split payment schedules | Deposit requests (limited installment options) | | | Collect deposits and split payments across milestones | | Deposit requests available | Basic partial payment support | Partial payments supported | Deposit requests available via subscriptions (limited installment options) | No invoicing or payment feature | Partial payments supported in Zoho Invoice (limited configuration) | | No partial payment support | Partial payments supported | You can set up payment schedules | Partial payments supported on invoices | No partial payment support | | | | Partial payments via API configuration | Partial payments supported on invoices | Payment schedules in pricing tables | | | Partial payments (manual milestone setup) | Basic partial payment support | Partial payments supported | Partial payments and deposits supported | You can accept partial payments | You can accept partial payments | Payments are not supported | Payments are not supported | Payments are not supported |
| Installments are not supported | Deposits are supported, scheduled installments are not | You can split invoices into installments | Deposits only, no installments | | | Automated payment schedules and installments | Recurring invoices (no milestone-based installment schedules) | | | Break invoices into scheduled installments | | Recurring invoicing supported | | Recurring invoices only (no structured installment plans) | Recurring invoices and subscription billing supported | No invoicing or payment feature | Payment terms configurable in Zoho Invoice (no structured payment plan builder) | | | Recurring invoices only (no structured installment plans) | You can set up payment schedules | No structured payment plans | No payment plans or installment schedules | | | No structured payment plans | Installment plans and buy-now-pay-later via Klarna, Affirm, Afterpay | Pay in 4 installments for buyers (limited merchant control) | Basic payment schedules via pricing tables | | | Payment plans (limited automation) | | | | You can split invoices into payments | You can split invoices into payments | | Payments are not supported | Invoices are not supported |
Automated recurring invoices | Recurring invoices are not supported | Recurring invoices are not supported | You can schedule recurring invoices | Automated recurring invoices | Recurring invoices supported | | Automated recurring billing for retainers | Recurring invoices with custom frequency | | | Automatically send invoices on a recurring schedule | | Recurring invoices with Stripe subscriptions | Basic recurring invoice support | Automated recurring invoices with flexible schedules | Recurring invoices with auto-charge or manual payment | | Recurring invoices and subscription billing in Zoho Invoice | | Recurring invoices (weekly, bi-weekly, monthly) on Pro+ plan | Automated recurring invoices with flexible schedules | Recurring invoices (no automated subscription portal) | Recurring invoices available on Pro plan only | Automated recurring invoices with flexible frequency options | | | Recurring invoices supported | Automated recurring invoices via Stripe Billing | Recurring invoices supported | | | | Weekly, biweekly, monthly, yearly recurrence | Recurring invoices (Pro plan) | | Recurring and scheduled invoices | You can schedule payments, not subscriptions | You can schedule invoices, not subscriptions | | Invoices are not supported | Invoices are not supported |
| Subscriptions are not supported | Recurring appointments are supported, not subscriptions | Subscriptions can be managed with setup | | Retainers available on Plus plan | | Subscription and retainer management tools | Recurring invoices only (no subscription portal or client self-service) | | | Manage ongoing client subscriptions and billing | | Subscription billing via Stripe | No subscription management | Recurring invoices only (no subscription portal) | Subscription billing via HubSpot Payments or Stripe | No invoicing or subscription feature | Subscription management via Zoho Subscriptions (separate app) | | No subscription management | Recurring invoices only (no subscription portal) | Recurring invoices (no automated subscription portal) | No subscription management | No subscription management | | Recurring revenue tracking (not subscription billing) | Recurring invoices (no subscription portal) | Full subscription lifecycle management with trials, upgrades, and cancellations | PayPal Subscriptions with recurring billing plans | No subscription management | No subscription management | No subscription management | Recurring invoices (no subscription portal) | No subscription management | No subscription management | No subscription management | You cannot manage subscriptions | You cannot manage subscriptions | Subscriptions are not supported | Subscriptions are not supported | Subscriptions are not supported |
Automated payment reminders | Reminders depend on integrations | Payment reminders tied to bookings are supported | Payment reminders send automatically | | Automated late payment reminders | | Automated follow-ups for overdue invoices | Automatic follow-up reminders with late fees | | | Follow up automatically until invoices are paid | | Automated payment reminders included | Automated payment reminders | Automated late payment reminders | Payment reminders via workflows (Professional+ only) | | Automated payment reminders in Zoho Invoice | | Overdue invoice notifications | Automated late payment reminders | Automated reminders supported | Automated late payment reminders (Pro plan only) | Automated payment reminders for overdue invoices | | | Automated payment reminders | Automated email reminders for overdue invoices | Automated payment reminders on invoices | Document reminders only (not payment-specific) | No payment reminders (signing reminders only) | | Automated reminders (stop after 16 days) | Automated payment reminders (Pro plan) | Automated payment reminders | Automated payment reminders | Payment reminders send automatically | Payment reminders send automatically | Payments are not supported | Payments are not supported | Payments are not supported |
Reusable invoice templates | Invoices are not supported | Invoices are not supported | You can reuse invoice templates | | Invoice templates available | | Save and reuse invoice structures | | | | Reuse invoice layouts without rebuilding each time | | | Reusable invoice templates | Reusable invoice templates available | Basic invoice templates (limited customization) | | Invoice templates in Zoho Invoice | | | Reusable invoice templates available | You can reuse templates and content | Basic invoice templates (limited customization) | Reusable invoice templates available | | | Invoice templates available | Basic invoice templates in dashboard | Invoice templates available | No invoice templates (proposal/quote templates only) | | | Templates available (limited customization) | Reusable invoice templates and line item templates (Pro plan) | Reusable invoice templates | Reusable invoice templates | You can reuse invoice templates | You can reuse invoice templates | | Invoices are not supported | Invoices are not supported |
Multiple currency support | Currency depends on calendar and integrations | Currency support depends on the payment processor | You can invoice in multiple currencies with account limits | | | | Manual currency selection per project | | Multi-currency support (1 on Free, 5 on Deliver, unlimited on Grow+) | | Bill clients globally in their local currency | | Currency support via Stripe (limited to Stripe-supported currencies) | Multiple currency support | Multi-currency supported (Essentials plan and above) | 130+ currencies supported (Starter+) | | Multi-currency support in Zoho Invoice | Multiple currencies in reports (no multi-currency invoicing) | Multi-currency invoicing on Standard+ plan | Multi-currency on Growing plan and above ($42+/month) | Basic support (no automated exchange rates) | No multi-currency support (single currency per business) | Multiple currency support on invoices | Currency field type available (not for payments) | Multi-currency deal tracking supported | | 135+ currencies supported with Adaptive Pricing | 25+ currencies across 200+ markets | Multiple currencies in pricing tables | Payment collection in select currencies on Business Pro | Multiple currencies in pricing tables | Multi-currency (manual exchange rates) | Multiple currency support | Multiple currency support | Multiple currency support | You can use one account currency only | You can use one account currency | Payments are not supported | Board currency columns exist | Payments are not supported |
Invoice automation triggers | Automation applies only to booking events | Automation is limited to booking and payment events | Contracts can trigger workflows only if configured | | | | Basic payment triggers in workflow automations | Pipeline stage triggers only (Pro plan) | Basic invoice automation via time log triggers | | Trigger automated workflows when invoices are sent or paid | | Basic automation triggers on invoice events | Basic invoice automation (limited triggers) | Recurring transaction automation (custom workflows on Advanced only) | Invoice and payment events trigger workflows (Professional+) | | Basic automation in Zoho Invoice (limited compared to a full automation builder) | | No invoice automation triggers | Recurring transaction automation and invoice reminders only | Simple triggers (no multi-step automation) | No invoice automation triggers | No invoice automation triggers | | | Basic automation on payment events | Webhook-driven automation for invoice events | Limited to payment reminders and status notifications | No invoice-specific automation | | | Payment & form triggers only | Auto-create invoice from signed contract (Pro plan) | No invoice automation triggers | Invoice from quote/project automation | Contracts can trigger workflows | Contracts trigger workflows | Contracts cannot trigger workflows | Automations apply to items, not payments | Contracts cannot trigger actions |
| Contract notifications are not supported | Booking and payment notifications are supported | You receive notifications when contracts are viewed or signed | | Email notifications when viewed | | Email and in-app notifications for invoice activity | Real-time tracking (sent, viewed, paid, overdue) | Basic invoice notifications (no detailed view tracking) | | See when invoices are opened and paid | | Notifications when invoices are viewed or paid | Basic invoice view tracking | Email notifications when invoices are viewed and paid | Invoice view and payment notifications | | Email notifications when invoices are viewed and paid in Zoho Invoice | | | Email notifications when invoices are viewed and paid | Activity log (no real-time updates) | Email notifications when invoices are viewed and paid | Email notifications when invoices are viewed and paid | | Notifications when documents are opened | Notifications when contracts are viewed | Webhook notifications for payment events | Email notifications when invoices are viewed | Real-time notifications when documents are opened or viewed | Real-time notifications when documents are viewed or signed | Real-time notifications when proposals are opened or viewed | Email notifications (no real-time tracking) | Notifications when invoices are viewed | No invoice view notifications | No invoice view notifications | You receive contract notifications | You receive signing notifications | | Payment notifications are not supported | |
Built-in expense tracking | Expense tracking is not supported | Expense tracking is not supported | | | Full expense tracking with receipts | | No native expense tracking features | Expense tracking with receipt attachment and Plaid bank sync | Budget tracking per project (no receipt-level expenses) | | Track project-related costs alongside invoices | | | Built-in expense and revenue tracking with profit reports | Full expense tracking with receipt scanning, bank sync, and auto-categorization | No built-in expense tracking | No expense tracking feature | Zoho Expense is a separate app (not built into Invoice or Projects) | No built-in expense tracking | Expense tracking on Pro+ plan | Expense claims on Established plan only ($78/month). Receipt capture via Hubdoc on all plans | | Full expense tracking with bank connections and auto-categorization (Pro plan) | Built-in expense tracking with receipt photos and reimbursements | | | Expense tracking with categories | | | | | | Expense tracking (auto-categorization via bank sync) | | Built-in expense tracking with receipt scanning | Built-in expense tracking with receipt attachment | You cannot track expenses | You cannot track expenses | | Expenses are not supported | |
| Invoices are not supported | Deposits can be required to confirm bookings | You can request invoice deposits | | Deposit invoicing supported | | Flexible deposit and retainer requests | Deposit requests available | | | Collect upfront payments before work starts | | Deposit requests available | | Deposit invoicing supported | Deposit requests via subscriptions (limited) | | Retainers/deposits supported in Zoho Invoice | | | Deposit invoicing supported via partial payments | Deposit payments supported | Deposit requests via partial payments | No invoice deposit support | | | | Partial payment collection supported via API | Partial payments can serve as deposits | Upfront payment collection via pricing tables | | | Deposits supported (manual collection) | | | Invoice deposits supported | | | | Invoices are not supported | |
Auto-invoice billable time | Time tracking is not supported | Time tracking is not supported | Time can be invoiced with manual confirmation | Time to invoice in one click | Time to invoice conversion | | Not available (Time tracking is on roadmap) | Auto-populate invoices from tracked hours | Export time to QuickBooks or Xero for invoicing | No time-to-invoice capability | Turn tracked time into invoices automatically | No time-to-invoice capability | No time tracking to invoice | Convert billable time to invoices | Add billable time directly to invoices | No time tracking to convert to invoices | | No direct connection from Zoho Projects time logs to Zoho Invoice — separate apps with no auto-billing | Manual export to invoice from time reports | Manual generation from tracked time on Standard+ (no true automation) | Invoice billable time from Xero Projects (Established plan only) | You can add tracked time to invoices | No time tracking or billable time invoicing | Core feature — auto-populate invoices from tracked billable time | | | Convert tracked time to invoice line items | No time tracking to invoice | No time tracking to invoice | | No time tracking or invoicing | No time tracking or invoicing | Time-to-invoice (manual confirmation required) | Convert tracked billable time to invoices | Auto-invoice tracked billable time | Auto-invoice tracked billable time | There is no time to convert | There is no time to convert | | Monday.com has no invoicing | Basecamp has no invoicing |
Custom invoice data fields | Invoices are not supported | Invoices are not supported | Custom fields available with configuration | | | | Standard custom field support on invoices | Basic custom fields on invoices | | | Create custom invoice data you can sort, filter, and report on | | No custom invoice data fields | Basic custom fields on invoices | Custom fields on sales forms (3 fields on Plus, more on Advanced) | Custom invoice properties available | | Custom fields on invoices in Zoho Invoice | | | | | | No custom invoice data fields | | | | Custom metadata via API only | | | | | Text and date custom fields only | No custom invoice data fields | No custom invoice data fields | Custom fields on invoices | | | Invoices are not supported | Invoices are not supported | Invoices are not supported |
Centralized unified inbox | A unified client inbox is not supported | A unified client inbox is not supported | Messages are grouped by module, not unified | | | | Project-based messenger (no global unified inbox) | Communicator with email, SMS, and phone in one view (Pro plan) | Project messages and Chat included with paid plans (no unified client inbox) | Notification inbox for updates (no unified client inbox) | Manage email, chat, and messages from one shared inbox | Activity stream and notifications (no unified client inbox) | Client messaging within the portal (not a unified inbox) | No centralized unified inbox | | Conversations inbox with email, chat, forms, and Facebook Messenger | ClickUp Chat for team messaging (no unified client email inbox) | No unified inbox — Zoho Mail, Zoho Cliq, and Zoho CRM are all separate apps | | | | Communication is limited to email sync | | | | Email inbox for sales communications (not a unified inbox) | | | | | | | A unified client inbox is not supported | | | | Messages and emails live in one inbox | Messages and emails live in one place | Task comments act as a shared activity feed | Updates inbox exists for board activity | Each project has a central message board |
| Calendly sends emails, inbox sync is not supported | Emails are sent by Acuity, inbox sync is not supported | You can sync external email accounts | | | | Gmail and Outlook sync for project threads | Two-way email sync via Communicator (Pro plan) | Email-to-task and email notifications (no full inbox sync) | | Connect and manage all your email accounts in one place | Email-to-task and email notifications (no full inbox sync) | Reply via email to portal messages (no full email sync) | Email integration with IMAP sync (Gmail, Outlook, and more) | No email integration (notifications only) | Two-way email sync with Gmail and Outlook | Email-to-task and email notifications (no full inbox sync) | Email via Zoho Mail integration (separate app) | | | No email integration (notifications only) | Email sync & templates included | | | Send emails via automations (no inbox integration) | Full email sync with Gmail and Outlook (two-way) | Basic email integration via IMAP/SMTP | | | | No email integration (envelope notifications only) | | Send-only (no inbox sync) | | | Email integration via Outlook and Gmail add-ons | | | Email-to-task is supported | Email-to-board is supported | You can post to Basecamp via email |
| Live chat is not supported | Live chat is not supported | Live chat is available via portal widgets | | | | No native website live chat | | | | Add real-time chat to your website and client portals | | | | | Free live chat widget for websites | No embeddable live chat widget | Zoho SalesIQ provides embeddable live chat (separate app) | | | | No native live chat feature | | | | Live chat via LeadBooster add-on | Basic live chat widget for client portal | | | | | | | | | | You cannot add live chat to your site | You cannot add live chat to your site | Live chat is not supported | Live chat is not supported | Live chat is not supported |
| Direct messaging is not supported | Direct messaging is not supported | Direct messages exist with limits | | | | Built-in messenger for clients and leads | Direct messages via Communicator | Direct messages via Teamwork Chat (included with paid plans) | No direct messaging (async comments only) | Message teammates privately without leaving your workspace | Task comments and @mentions (no direct messaging) | No team direct messaging (client messaging only) | Built-in instant messenger with group channels, @mentions, and file sharing | | Internal comments and @mentions (no dedicated DM system) | ClickUp Chat with direct messages, threads, and @mentions | Zoho Cliq for team direct messaging (separate app) | | | | | | | | No direct messaging between users | Internal team chat and messaging | | | | | | Direct messaging is not supported | | | | | | Messaging exists via comments, not chat | Direct messages are supported | Direct messages are supported |
Contextual project conversations | Projects are not supported | Projects are not supported | Context depends on where the message was sent | | Project discussions available | | All messages tied directly to projects and leads | Full conversation history in Communicator | Project-level messages tied to tasks and projects | Page-level comments tied to content (no real-time chat) | Keep conversations tied directly to the project they belong to | Task comments and project-level discussions | Client messages tied to the portal context | Comments and @mentions on projects (no dedicated conversations) | | CRM record-based conversations (not project-contextual) | Task comments and Chat threads tied to projects | Conversations not natively connected to projects across separate Zoho apps | | Task comments only (not project-wide conversations) | | Email sync (limited to project-specific threads) | | | Record-level comments with threaded discussions | Deal and activity notes with team mentions | Comments and discussions on projects | | | | | | No in-app project messaging | | Task comments only (no dedicated project conversations) | Task and project comments (no dedicated conversations) | Messages are tied to projects | Messages are tied to projects | Comments stay attached to tasks and projects | Comments stay tied to items | Messages stay tied to projects |
| Team chat is not supported | Team chat is not supported | You cannot create team chat channels | | | | No internal team communication channels | | Team channels via Teamwork Chat (included with paid plans) | | Create shared spaces for team-wide discussions | No team channel system (use Slack integration) | | Custom user groups for targeted team communication (Focus Group Collaboration) | | | ClickUp Chat channels per Space (not customizable team channels) | Team channels via Zoho Cliq (separate app) | | | | | | | | | Team chat (not organized channels) | | | | | | Team chat is not supported | No team channels (solo tool) | | | You cannot create team channels | You cannot create team channels | Channel-based chat does not exist | Updates act like channels | Channel-based chat does not exist |
| | | | | | | | | Channels via Teamwork Chat (basic, included with paid plans) | | Organize channels by team, topic, or workflow | | | Custom user groups by department or project team for targeted communication | | No customized channel system | Chat channels per Space (limited customization) | Custom channels in Zoho Cliq (separate app) | | | | | | | | | | | | | | | | | | | Channels are not supported | Channels are not supported | Channels are not supported | Board updates can be organized | Channels are not supported |
| @mentions are not supported | @mentions are not supported | @mentions work in specific areas only | | | | No @mentions in client messenger | @mentions supported in task comments | @mentions in task comments and messages | @mentions in page comments | Notify teammates instantly inside conversations | @mentions in task comments | | | | @mentions in CRM comments and tasks | @mentions in task comments and Chat | @mentions in Zoho Cliq and within individual apps (not unified) | | @mentions in task comments only | | | | | @mention collaborators in comments | @mention team members in notes | @mentions in comments and chat | | | Comments and @mentions on documents | | Comments on proposals for team collaboration | | | @mentions in task comments | | You cannot mention teammates | You cannot mention teammates | You can mention users in comments | | You can mention people in messages |
| Messaging is not supported | Messaging is not supported | Read receipts are not consistently visible | | | | See when client views messages and documents | Conversation history tracked (no read receipts) | | No read receipts (async comments only) | See when messages are read | | | | | Email open and click tracking included | | Read receipts in Zoho Cliq (separate app) | | | | Activity log (tracks when emails are opened) | | | | Email open tracking (not message read receipts) | | | | | | | Read receipts are not supported | | | | You can see when clients read messages | You can see when clients read messages | Read receipts are not supported | Seen indicators exist in updates | You can see who has read messages |
| Chat and file sharing are not supported | Chat and file sharing are not supported | Files are attached to records, not chat threads | | | | Direct asset sharing within the messenger | 50 MB attachments or external links (no native file storage) | File attachments in task comments (no dedicated chat) | File embeds and uploads in comments (no chat) | Share files directly inside conversations | File attachments in task comments (no dedicated chat) | File sharing within the client portal | Content sharing in instant team chats | | File sharing in Conversations inbox | File sharing in ClickUp Chat and task comments | File sharing in Zoho Cliq and other Zoho apps | | | | | | | | | | | | | | | Share files and links in portal messages | | No chat (file attachments in task comments only) | No chat (file attachments in comments only) | You can share files in messages | You can share files in messages | Files attach to tasks, not chat threads | Files can be shared in updates | Files can be shared in messages |
| | | Limited team email sharing | Solo only, no shared inbox | | | No shared team email inbox | No shared team email inbox | | | Collaborate on incoming emails as a team | | | | | Shared team email inbox included (free) | | No shared email inbox feature | | | | | | | | No shared inbox (individual email sync only) | | | | | | | | | | | | | | | |
| | | Mobile app has limited inbox features | | | Notifications only (no inbox) | Mobile messenger app available | | iOS and Android apps include messaging | iOS, Android, and desktop apps with notifications | Access and respond to messages on mobile | iOS and Android apps with notifications | Mobile-responsive portal (no native mobile app) | | | Full inbox access on mobile apps | ClickUp mobile app includes Chat and notifications | Zoho Mail and Zoho Cliq have mobile apps (separate apps) | | | | | | | | Email accessible in mobile app | Notifications via mobile app | | | | | | | | | | | | Mobile app includes inbox | Mobile app includes inbox | Mobile app includes messages |
| | | Limited email reply support | | | | Email replies sync back to the project messenger | Email replies sync to Communicator threads | Email replies create task comments | No email reply-to-inbox feature | Reply from your email client and keep conversations synced | Email replies create task comments | Reply via email to messaging notifications | | | Email replies sync to Conversations inbox | Email replies create task comments (no unified inbox sync) | No unified email-reply-to-inbox feature | | | | Email replies sync to inbox | | | | Email replies sync to deal history | | | | | | | | | | | Email replies sync to conversations | Email replies sync to conversations | Email replies create tasks | Email replies create board items | Email replies post to projects |
| File storage is not supported | File storage is not supported | You can store and manage files centrally | | Basic file storage in projects | File attachments on cards | Centralized project asset and document management | File attachments on tasks (50 MB limit, no file manager) | File storage on tasks and projects | File uploads on pages (5MB per file on Free, unlimited on paid plans) | Keep all client and project files in one organized place | File storage and sharing on tasks and projects | File sharing and storage within the client portal | File storage on projects (no dedicated file manager) | File attachments on transactions (no centralized file manager) | File Manager for marketing assets (not a project file system) | File attachments on tasks. ClickUp Docs for collaborative documents (no dedicated file manager) | Zoho WorkDrive for file storage and management (separate app) | | | File attachments on transactions (no centralized file manager) | Basic storage (no dedicated file management system) | Receipt and document uploads only (no centralized file manager) | | File attachments per record (no centralized file manager) | File attachments on deals and contacts (no centralized file manager) | File manager with storage | | | Document storage within PandaDoc (not general file management) | Signed document storage only | Image and asset library for proposals only | Project document storage with client access | File storage with client sharing and approval workflow | File management with proofing and approval | File management attached to projects and tasks | Files exist per project only | Files are stored per project only | Files are stored within tasks and projects | Files are item-based, not a file system | Files are stored per project |
Advanced folder organization | No file storage in Calendly | No file storage in Acuity | Project-based file sections | | | | Project-level organization (no complex hierarchy) | Project-level organization (no complex hierarchy) | Project-based file organization (no nested folders) | Unlimited nested pages for folder-like organization | Organize files by project, client, or structure you choose | Folder-based organization with spaces and projects | Basic file organization within the portal | Project-based file organization (no advanced folder system) | | Folder structure in File Manager (marketing-focused) | Spaces, Folders, and Lists hierarchy (not file folders) | Folder organization in Zoho WorkDrive | | | | | | | | | | | | Folder organization for documents | Envelope folders for organizing signed documents | Proposal folder organization | Project-level only (no granular) | | Project-based file organization | Project-based file organization | Fixed themes (non-customizable layouts) | | Section-based, relies on cloud integrations | 3-level folder hierarchy within workspaces | Color-coded folders in Docs section |
| No file storage in Calendly | No file storage in Acuity | | | | | Granular control over portal asset visibility | 4 project access levels apply to files | Project-level permissions control file access | Page-level permissions control file access | Control who can view or edit folders | Folder-level access controls | Client portal access controls for files | Project-level permissions apply to files | | CRM-level access controls apply to files | Space and Folder-level permissions control file access | Permission-based folder access in Zoho WorkDrive | | | | | | | | | Team-level access controls | | | Team workspace permissions on Business plan | Shared access on Standard plan and above | | Project-level only (no granular) | No folder permissions (solo tool) | Project-level access controls | Role-based file access permissions | Fixed themes (non-customizable layouts) | | Project-level permissions only | Board-level permissions only | Project-level permissions only |
| No file storage in Calendly | No file storage in Acuity | Files are project-attached only | | | | No person-based file organization | No person-based file organization | Files are project-based, not person-based | Files are page-based, not person-based | Group files by person when needed | Files are project-based, not person-based | No person-based file organization | No people-specific folders | | Files are asset-based, not person-based | Files are task-attached, not person-based | Team folders in Zoho WorkDrive (no people-specific personal folders) | | | | Basic storage (no dedicated file management system) | | | | | Files organized by client | | | | | | | | No people-specific folders | No people-specific folders | Fixed themes (non-customizable layouts) | | Files are task-attached, not person-based | Files are item-attached, not person-based | Files are project-attached only |
| No file storage in Calendly | No file storage in Acuity | Project-based file sections | | Files organized by project | | Automatic file grouping by project and lead | Files organized within projects | Files organized within projects | Files organized within pages and databases | Keep files scoped to each project | Files organized within projects and folders | Files organized within client portal sections | Files organized within projects | Files organized within project transactions | Files can be associated with CRM records | Files organized within tasks and Spaces | Project file folders in Zoho Projects (not auto-synced with WorkDrive) | | | Files organized within project transactions | Basic storage (no dedicated file management system) | | | | | Files organized by project | | | | | | Project-based file sections in portal | Files organized by project | Files organized by project | Files organized by project | Fixed themes (non-customizable layouts) | | Files attach to projects and tasks | Files organize within board folders | Docs & Files section per project |
| No file storage in Calendly | No file storage in Acuity | Preview via project files | | | | Native image and document previews | Basic file previews within tasks | In-app file previews supported | In-app previews for images, PDFs, and embeds | Preview files instantly without downloading | In-app file previews and proofing tools (Business plan and above) | Basic file previews in the portal | | Basic file previews for receipts and documents | In-app file previews supported | In-app file previews for images and documents | File previews in Zoho WorkDrive | | | Basic file previews for receipts and documents | | Basic receipt image previews | | Image and file previews in expanded records | Basic file previews for common formats | | | | | | | | | In-app file previews with proofing tools | | Fixed themes (non-customizable layouts) | | Preview via cloud integrations | Files Gallery preview view | In-app previews supported |
| Custom fields are supported only in booking forms and invitee records | Custom fields are supported only in intake forms and client records | You can add custom fields across modules | | | | | No custom file metadata fields | No custom file metadata fields | Database properties on pages (not file-specific metadata) | Capture file metadata you can sort and filter | No custom file metadata fields | No custom file metadata fields | No custom file data fields | | No custom file metadata fields | No custom file metadata fields | File metadata in Zoho WorkDrive (limited custom fields) | | | | Unlimited contact & project fields | | No custom file data fields | | | | | | | | | Contact info only (no CRM fields) | No custom file data fields | No custom file data fields | No custom file data fields | You can add custom fields | You can add custom fields to forms and records | You can create and reuse custom fields | Custom form fields are supported | Custom fields are not supported |
| | | | | | | No built-in document editor | Proposal and contract documents only | Teamwork Spaces is a separate product | Full document editor with rich text, embeds, and blocks | Create and edit documents directly inside Plutio | Built-in Document Editor for Word, Excel, PDF, and images | No built-in document editor | Knowledge base with rich text pages | No built-in document editor | Document tracking tool for sales content (no editor) | ClickUp Docs with rich text editor, nested pages, and wiki-like structure | Zoho Writer for document creation (separate app in Zoho suite) | | | No built-in document editor | You can connect quotes to contracts and invoices | No built-in document editor | No built-in document editor | Long text fields with rich text (not a document editor) | Smart Docs for document creation (not a full document editor) | | | | Full document editor with rich content | No document editor (upload existing documents only) | Rich proposal editor with text, images, and video | No built-in document editor | No built-in document editor | No built-in document editor | No built-in document editor | Fixed themes (non-customizable layouts) | | No built-in document editor | WorkDocs for embedded editing | No built-in document editor |
Comments on files and docs | No file comments in Calendly | No file comments in Acuity | Comments on project files | | | Comments on cards with files | | Comments and @mentions on tasks | Comments on task attachments | Comments on any page or document content | Leave comments directly on files and documents | Proofing and markup tools with comments (Business plan and above) | No file commenting system | Comments on knowledge base pages (not on files) | | No file commenting system | Comments on Docs with @mentions and resolved threads | Comments on files and docs in Zoho WorkDrive and Writer | | | Notes on transactions (no file comments) | | | | Comments on records with attachments | | Comments on project files | | | Comments on documents supported | Comments on envelopes for internal reviewers | Internal comments on proposals | No file commenting system | Comments on files with revision tracking | Comments on files with visual proofing annotations | Comments on tasks with attached files | Fixed themes (non-customizable layouts) | | Comments on task attachments | File annotation and comments | |
| No file storage in Calendly | No file storage in Acuity | | | | | | | Bulk file select, download, move, copy, and delete | | Move, tag, or manage many files at once | Limited bulk file operations | | | | Basic bulk actions in File Manager | | Bulk actions in Zoho WorkDrive (limited operations) | | | | Basic management (no bulk operations) | | | | | | | | Bulk document operations on Business plan | Bulk send envelopes on Business Pro plan | | | | | | Fixed themes (non-customizable layouts) | | Select multiple via integrations | Bulk select in Files Column | |
| No file search in Calendly | | Search within project files | | | | Basic search within projects | Search within project context | Search across projects and files | Full-text search across all pages and files | Find files quickly using search and filters | Search across projects and files | Basic file search within the portal | Basic file search within projects | Basic search across transactions | Search and filter in File Manager | Search across tasks, Docs, and files | Search and filter in Zoho WorkDrive | | | Basic search across transactions | Basic search (limited filtering options) | | | Filter records with attachments (no dedicated file search) | Search files within deals and contacts | | | | Document search and filtering | Envelope search and filtering | Proposal search and filtering | | | | | Fixed themes (non-customizable layouts) | | Search across projects and files | Search across boards and files | |
| Google Calendar sync only | | | | Dropbox and Google Drive integrations | Google Drive, Dropbox Power-Ups | | No native cloud storage sync | Google Drive, Dropbox, OneDrive integrations | Google Drive integration (embed and sync) | Sync files with Google Drive or Dropbox | Google Drive, Dropbox, OneDrive, Box, SharePoint integrations | No native cloud storage sync | Google Drive, Dropbox, and OneDrive integrations | Google Drive and Dropbox integrations | Google Drive, Dropbox via integrations (no native sync) | Google Drive, Dropbox, OneDrive, and Box integrations | Google Drive and Dropbox sync via integration (not native WorkDrive sync) | | | Hubdoc integration for receipt and document capture on all plans | | | | Google Drive and Box integrations via extensions | Google Drive and OneDrive integrations | Limited cloud integrations | | | Cloud storage integrations (Google Drive, Dropbox, Box) | Cloud storage integrations (Google Drive, Dropbox, OneDrive, Box) | | | Google Drive integration via Zapier | Google Drive and OneDrive integration | Google Drive and Dropbox integration | Fixed themes (non-customizable layouts) | | Google Drive, Dropbox, OneDrive | Google Drive, Dropbox, Box, OneDrive | Google Drive, Dropbox, OneDrive |
| No file sharing in Calendly | No file sharing in Acuity | Role-based sharing controls | | | Board-level permissions only | Client portal access controls | 4 project access levels control file visibility | Project-level access controls | Page-level permissions with guest access controls | Restrict access with permissions or passwords | Role-based sharing controls with external guest access | Portal-based access controls for file sharing | Project-level sharing controls | Account-level role-based access | Document tracking with password protection and link controls | Space and Folder-level permission controls | Secure sharing with permissions in Zoho WorkDrive | | | Account-level role-based access | Client portal only (no public sharing controls) | Role-based access for accountants and admins (Pro plan) | No secure sharing controls | Base-level permissions (no per-file sharing controls) | Visibility groups for deal access | Client portal file sharing | | | Password protection and access controls on documents | Access authentication and ID verification for signers | Password protection on proposals | | Client-based file sharing | Project-based sharing controls | Role-based sharing controls | Fixed themes (non-customizable layouts) | | Project-level permissions | Board-level sharing controls | Project-level access control |
| No file sharing in Calendly | No file sharing in Acuity | Project-based sharing only | | | Attachment links shareable | Gallery delivery links for client review | Share via task attachments or external links only | Share via project access (no direct file links) | Publish pages to the web with shareable links | Share files externally with controlled access | Share via guest access (no direct file links) | Files shared via client portal access | No dedicated file sharing links | | Trackable document sharing links | Share Docs via public link (no per-file sharing links) | Shareable file links in Zoho WorkDrive | | | | Client portal only (no direct sharing links) | | | | Smart Docs sharing links (not general file sharing) | File access via client portal | | | | Signing links only (not general file sharing) | | Portal sharing only (no direct file links) | Share files via client portal | Share files via project links | Share files via project access | Fixed themes (non-customizable layouts) | | | | Public folder links supported |
| Industry-leading scheduling features | Full-featured booking system | Scheduler with calendar sync | | | | Integrated scheduler with lead capture forms | Embeddable booking page with calendar sync | | Basic scheduling via Notion Calendar (share availability links) | Let clients book meetings directly without back-and-forth emails | | Limited scheduling via Calendly embed (not native) | No scheduling or booking system | QuickBooks Online does not have scheduling | Basic scheduling link free; group and round-robin scheduling on Starter+ only | No native booking or scheduling system (Calendar view for tasks only) | Zoho Bookings for appointment scheduling (separate app) | No scheduling or booking feature | Employee scheduling on Pro+ (not client booking) | | Simple scheduler, no team round-robin | | No scheduling or booking feature | | Meeting Scheduler included (Growth plan and above) | Appointment scheduling with booking pages | | | | | | Booking pages with calendar sync | Built-in calendar with scheduling | Resource scheduling for team bookings (not client booking) | No meeting scheduling feature | Scheduler with intake forms | Custom scheduler with workflows | Asana does not have scheduling | Monday.com does not have scheduling | Basecamp does not have scheduling |
| Branding is supported on paid plans | Booking pages can be branded | Booking pages support custom branding | | | | Customizable booking pages with brand colors | Customizable booking page with branding | | | Build a fully branded, customizable booking system using a drag-and-drop editor | | No native booking page (relies on Calendly embed) | | | Branding on paid plans (Starter removes HubSpot branding) | | Custom booking page in Zoho Bookings (separate app) | | | | Basic scheduler (limited team coordination) | | | | Scheduling page with limited branding | White-labeled booking pages | | | | | | Custom branding on booking pages | | | | Branding options are limited | Branding options are limited | | Booking pages are not supported | |
Advanced availability management | Availability rules per event type are supported | Availability rules per calendar and appointment type are supported | You can define availability rules | No availability management | | | Flexible scheduling windows and availability rules | Custom availability windows with calendar blocking | | Basic availability sharing via Notion Calendar | Define flexible availability rules applied automatically to bookings | | No native availability management | No availability management | No availability management | Custom availability windows with configurable start time increments | | Availability rules in Zoho Bookings (separate app) | | Staff availability on Pro+ | No availability management | Basic scheduler (limited team coordination) | No availability management | No availability management | | General availability and specific time proposals | Basic availability settings | | | | | | Event types with availability windows | No availability management | Resource scheduling with availability view (team-focused) | No availability management for bookings | You can control availability | You can control availability | Scheduling is not supported | Scheduling is not supported | Scheduling is not supported |
| Buffer times between meetings are supported | Buffer times between appointments are supported | You can add buffer times to bookings | | | | Automatic padding between booked sessions | Configurable buffer between meetings | | | Add buffer time automatically between meetings | | No native buffer times (relies on Calendly) | | | Buffer times between meetings supported | | Buffer times in Zoho Bookings (separate app) | | | | Buffer time between meetings | | | | Buffer and time settings between appointments | Manual buffer time settings | | | | | | Buffer times (no daily limits) | | | | | | Scheduling is not supported | Scheduling is not supported | Scheduling is not supported |
| Multiple event types are supported | Multiple appointment types are supported | You can offer multiple booking types | | | | Unlimited meeting types with custom rules | Multiple meeting types with unique settings | | No meeting type configuration | Create unlimited booking types with different rules and setups | | No native meeting types (relies on Calendly) | No meeting type configuration | | Multiple scheduling page types supported | | Multiple service types in Zoho Bookings (separate app) | | | | Multiple session types supported | | | | One meeting link on Growth plan (unlimited on higher plans) | Multiple appointment types | | | | | | Custom event types with different durations | No meeting type configuration | | | You can offer multiple session types | You can offer multiple appointment types | Scheduling is not supported | Scheduling is not supported | Scheduling is not supported |
Calendar sync (Google/Outlook) | Calendar sync is supported | External calendar sync is supported | | | Calendar sync for late payments only | Google Calendar sync (Premium) | Automatic two-way sync with major calendars | Google, Outlook, iCloud, CalDAV | No scheduling feature (project calendar sync only) | Google Calendar and Apple iCloud via Notion Calendar (no Outlook sync) | Two-way calendar sync that stays up to date automatically | No scheduling feature (project calendar sync only) | No native calendar sync (relies on Calendly embed) | No calendar sync for scheduling | No calendar sync for scheduling | Two-way sync with Google Workspace, Outlook, and Office 365 | Google Calendar and Outlook sync (for task calendar, not scheduling) | Google and Outlook calendar sync via Zoho Calendar | Google and Outlook Calendar integrations available | Google Calendar sync available | No calendar sync for scheduling | Two-way sync (Google & Outlook) | | No scheduling or calendar sync | Google Calendar sync via automation (not for scheduling) | Google Calendar and Outlook sync | | | | | | | Calendar sync (Google and Outlook only) | | | Google Calendar and Outlook sync | Fixed themes (non-customizable layouts) | | Read-only calendar integration | Calendar sync is supported | Google/iCloud integration |
Customizable booking confirmations | Confirmation and reminder emails can be customized | Confirmation emails and reminders can be customized | Confirmation messages have limited customization | | | | Customizable confirmation emails and pages | Automated confirmations and reminders | | No booking confirmation customization | Fully customizable confirmation pages with no layout or branding limits | | No native booking confirmations | | | Customizable confirmation and reminder emails | | Booking confirmations in Zoho Bookings (separate app) | | | | Custom confirmation emails | | | | Basic confirmation emails | Basic confirmation emails | | | | | | Email customization (limited template control) | | | | Confirmation customization is limited | Confirmation customization is limited | Scheduling is not supported | Scheduling is not supported | Scheduling is not supported |
| Redirects after booking are supported | Redirects after booking are supported | Redirects require workflow configuration | | | | Redirect users to any URL after successful booking | Customizable confirmation pages | | No booking redirect feature | Send bookers anywhere after scheduling, not just a fixed thank-you page | | No native booking redirects | | | Redirect after booking supported | | Redirect after booking in Zoho Bookings (separate app) | | | | Included. Redirect after booking supported | | | | No redirect after booking | No redirect after booking | | | | | | Redirect supported (basic URL redirect) | | | | You cannot redirect after booking | You cannot redirect after booking | Scheduling is not supported | Scheduling is not supported | Scheduling is not supported |
Booking automation triggers | Automation applies only to booking events | Automation is limited to booking and payment events | Contracts can trigger workflows only if configured | | | | Trigger automated workflows upon booking confirmation | Automated reminders and confirmations | | No booking automation triggers | Trigger automated workflows the moment a meeting is booked | | Basic workflow triggers available | | | Meeting booked triggers workflows (Professional+) | | Basic automation in Zoho Bookings (limited triggers) | | | | Trigger actions on booking | | | | Activity created on booking (limited automation) | Basic automation on booking | | | | | | Booking triggers (limited action types) | | | | Contracts can trigger workflows | Contracts trigger workflows | Contracts cannot trigger workflows | Automations apply to items, not payments | Contracts cannot trigger actions |
| Automatic meeting reminders are supported | Automatic appointment reminders are supported | Meeting reminders send automatically | | | | Automated email and SMS appointment reminders | Automated meeting reminders | | Calendar event reminders via Notion Calendar | Send automatic reminders without manual follow-ups | | No native meeting reminders | | | Automatic meeting reminders included | Task reminders available (no booking reminders) | Email reminders in Zoho Bookings (separate app) | | | | | | | | Activity reminders (not meeting-specific reminders) | | | | | | | Auto-reminders (email only, no SMS) | Calendar reminders for events | | Deadline alerts and notifications | Meeting reminders send automatically | Meeting reminders send automatically | Reminders exist for tasks only | Notifications exist, not bookings | Reminder pings exist, not bookings |
Automatic timezone detection | Timezone handling is supported | Timezone handling is supported | Timezones adjust automatically | | Timezone support for invoicing | Timezone detection built-in | Automatic timezone detection on booking pages | Calendar sync handles timezones (no explicit detection documented) | | Timezone support via Notion Calendar | Handle timezones automatically without manual adjustments | | Portal handles timezones (no booking-specific detection) | No timezone detection for booking | Account timezone setting only | Automatic timezone detection based on browser | Automatic timezone detection per user | Timezone detection in Zoho Bookings | Automatic timezone detection per user | Automatic timezone detection per user | Account timezone setting only | | Account timezone setting only | | Automatic timezone detection per collaborator | Automatic timezone detection for scheduling | Automatic timezone detection | Automatic timezone handling for global payments | Automatic timezone handling for global payments | | | | Timezone detection (basic support) | No timezone detection for bookings | No timezone detection for bookings | No timezone detection for bookings | Timezones adjust automatically | Timezones adjust automatically | Handled by external calendars | Timezone exists per account | Handled by external calendars |
Paid appointments (Stripe/PayPal) | Stripe and PayPal at booking | Stripe, Square, PayPal at booking | Payments via integrations only | | | | Collect payments at booking (Stripe, Square) | Require payment before meeting is booked | | No paid appointment feature | Collect payments during booking without extra steps | | No paid appointment scheduling | | | Payment collection via HubSpot Payments or Stripe (no PayPal at booking) | No booking or payment feature | Paid bookings via Zoho Bookings with Stripe/PayPal integration (separate app) | | | | Pay upon booking with full or partial payment options | | | | | Online payments via Stripe/PayPal (basic integration) | Stripe can process appointment payments when integrated with scheduling tools | PayPal can process appointment payments when integrated with scheduling tools | | | | Require payment to book via Bonsai Payments or Stripe | | | | Fixed themes (non-customizable layouts) | | | Monday.com has no scheduling | Basecamp has no scheduling |
| Booking questions can be customized | Intake forms can be customized | You can customize booking forms | | | | Customizable intake questionnaires on booking | Custom intake forms on meeting types | | | Build booking forms with full control over questions and layout | | | | | Custom questions on scheduling pages | | Custom intake questions in Zoho Bookings (separate app) | | | | You can collect info on booking | | | | Extra fields on booking page (limited customization) | Basic booking form fields | | | | | | Custom intake questions and forms on booking events | | | | | | | Booking forms are not supported | |
Minimum notice / daily booking limits | Booking limits and notice rules are supported | Booking limits and notice rules are supported | You can set booking limits | | | | Set custom lead times and daily meeting caps | Booking limits not confirmed in documentation | | No booking limit controls | Set booking limits to control lead time and daily volume | | | | | Minimum notice and booking frequency controls | | Booking limits and notice periods in Zoho Bookings (separate app) | | | | Booking limits & notice supported | | | | Minimum notice and scheduling window settings | | | | | | | Notice periods (no per-event daily limits) | | | | You can set booking limits | You can set booking limits | Scheduling is not supported | Scheduling is not supported | Scheduling is not supported |
Rescheduling and cancellation controls | Reschedule and cancel controls | Clients can reschedule or cancel | Clients can reschedule or cancel bookings | | | | Self-service rescheduling and cancellation options | Clients can reschedule or cancel bookings | | No rescheduling or cancellation controls | Define flexible rules for rescheduling and cancellations | | No native scheduling controls | | | Reschedule and cancel links included in booking confirmations | | Rescheduling and cancellation in Zoho Bookings (separate app) | | | | | | No rescheduling or cancellation controls | | Basic rescheduling option on booking page | Basic rescheduling options | | | | | | Clients can reschedule or cancel from confirmation email | | | | Clients can reschedule or cancel | Clients can reschedule or cancel | Scheduling is not supported | Monday.com has no scheduling | Scheduling is not supported |
Automated workflows builder | | | Workflow automation with triggers | | | Butler automation builder | Sequence-based workflows (no visual branching builder) | Visual workflow builder (Pro plan only) | Rule-based automations (all plans including Free with 100 actions/month, no visual builder) | Database automations (Free gets Slack notifications only, full automations on paid plans) | Build advanced workflows visually without code or rigid templates | Rule-based automation engine (Team plan and above, 50-1000 actions/seat/month) | Basic workflow automations (triggers and actions) | Automation rules (no visual workflow builder) | Custom workflows (Advanced plan only, $275/month) | Visual workflow builder with branching logic (Professional+, 300 workflow limit) | Automation builder with 100+ templates and conditional logic (Business+ plans) | Workflow automation within individual Zoho apps; cross-app automation requires Zoho Flow (separate product) | No workflow automation builder | No workflow automation builder | | Trigger-based automation, no visual builder | | | Visual automation builder with triggers and actions (Team plan: 25,000 runs/month) | Visual workflow automation builder (Growth plan and above) | Basic automation builder with if/then rules | Payment retry and recovery workflow automations | | Workflow automation with approval chains | DocuSign CLM workflows on higher-tier plans | Approval workflows on Team plan | Contract, proposal, invoice, form triggers | Cross-tool automation between proposals, contracts, and invoices (Pro plan) | | Basic automation rules (no visual workflow builder) | AI-powered workflow builder with branching | Visual node-based Flows builder | 70+ rule templates with AI Smart Rules | AI-powered cross-board workflows | Basecamp has no automation builder |
| Triggers exist only for booking events | Automation exists only around bookings and emails | You can build trigger-based workflows | | Limited payment and invoice triggers | Butler rules and triggers | Triggers for leads, bookings, projects, and payments | Pipeline, form submission, and invoice triggers (Pro plan only) | Task-based triggers: status change, assignee change, due date (all plans) | Page added, property edited triggers (paid plans) | Start workflows from real events across projects, clients, and payments | Task-based triggers: status change, assignee change, due date (Team plan and above) | Basic event triggers for automations | Trigger-based automation rules | Bank rules and transaction triggers (custom workflows on Advanced only) | Triggers from contacts, deals, tickets, forms, and custom objects | Trigger-based automations from status, assignee, priority, and custom field changes | Trigger-based workflows within each Zoho app (not unified across apps) | | | Bank rules and transaction matching triggers only | Event-driven automation supported | No trigger-based workflows | No trigger-based workflows | Record created, updated, enters view, form submitted, and webhook triggers | Deal, activity, contact, and email triggers | Event-based triggers for automations | Webhook-based event triggers for payment lifecycle | Limited payment event notifications via IPN/webhooks | Document event triggers (opened, completed, signed) | Signing completion triggers | Proposal event triggers (opened, viewed, signed, won, lost) | Contract signed, proposal accepted, form filled | Trigger-based automation for proposals, contracts, invoices (Pro plan) | No trigger-based workflows | Basic trigger-based actions (e.g., quote accepted creates project) | You can automate actions with workflows | You can automate automation actions with workflows | Rules allow task-based automation | Item-based automations are supported | Workflow automation does not exist |
| Recurring workflows are not supported | Recurring workflows are not supported | Workflows can run on schedules | | | Scheduled Butler commands | Automated follow-up sequences on custom schedules | No independent time-based triggers | | Recurring schedule trigger available | Run workflows on schedules you control, not fixed intervals | Recurring task scheduling (no independent time-based triggers) | No schedule-based workflows | No schedule-based automation | Recurring transactions only (no independent schedule workflows) | Date-based and scheduled workflow triggers | Recurring task scheduling (no independent time-based triggers) | Scheduled workflows within individual Zoho apps | | No schedule-based automation | Recurring invoices and bills only | | Recurring invoices only (Pro plan) | | Scheduled automations at set intervals | Recurring activities only (no schedule-based automations) | No schedule-based automations | Scheduled billing cycles and subscription renewals | Recurring billing schedules only | No schedule-based automation | No schedule-based automation | No schedule-based automation | | No schedule-based workflows | No schedule-based workflows | Scheduled recurring invoices and tasks | Workflows cannot repeat on a schedule | Workflows cannot repeat on a schedule | Possible via rules and integrations | Recurring automations exist with limits | Automation does not exist |
| Multi-step workflows are not supported | Multi-step workflows are not supported | You can chain multiple automation steps | | | Limited multi-step support | Chain multiple automated actions in a sequence | Multi-step sequences with branching | Single trigger with multiple actions | Single trigger with multiple actions (no chaining) | Chain multiple actions into one continuous automation | Multi-step automations with conditions (Business plan and above) | Basic multi-step automations | Multi-step business processes with stages and automated actions | Multi-condition workflows (Advanced plan only) | Multi-step workflows with branching supported | Multi-step automations with multiple actions per trigger | Multi-step workflows in Zoho Flow (separate product) or within individual apps | | | | Single actions. Complex multi-step flows not supported | | | Multi-step automation sequences supported | Multi-step automation sequences supported | Basic multi-step automations | No multi-step workflow builder | | Multi-step approval workflows on Business plan | Sequential signing workflows with routing order | Multi-step approval chains on Business plan | | Proposal to contract to invoice chain (Pro plan) | | | Workflows can include multiple steps | Workflows can include multiple steps | Complex logic requires integrations | Multi-step automations are supported | Automation does not exist |
| Branching logic is not supported | Branching logic is not supported | Conditional logic is supported | | | | Linear sequences only (no conditional branching) | Decision widget with AND/OR logic | | | Create conditional paths instead of one-size-fits-all flows | Conditional logic in automations (Business plan and above) | | | Conditional approval workflows (Advanced plan only) | If/then branching with conditional logic | Conditional logic with if/then branching (Business+ plans) | Conditional branching in Zoho Flow (separate product) | | | | | | | Conditional logic in automations | Conditional actions (Premium plan and above) | Basic conditional logic in automations | No conditional logic builder | | Conditional content blocks based on variables | Conditional routing on CLM plans only | No conditional logic in workflows | | | | | Branching exists, but options are limited | Branching exists, but is limited | Limited logic without integrations | Conditional logic is supported | Automation does not exist |
| Delays exist only for reminders | Delays are limited to reminders | | | | Scheduled delays available | Add delays between sequence steps | Wait For conditions only (no timed delays) | | | Add precise timing between steps, down to minutes or days | No delay-based automation actions | No delay-based automation actions | | Payment reminder delays only | Delay actions between workflow steps | No delay-based automation actions | Delay actions in Zoho Flow (separate product) | | | Payment reminder delays only | Supported. You can delay workflow steps | Payment reminder delays (Pro plan only) | | No delay-based actions in automations | Wait and delay actions in workflows | | Smart Retries with AI-powered retry timing | Payment reminder delays only | Timed reminders for unsigned documents | Timed signing reminders and expiration | Timed follow-up reminders for proposals | | | | | You can delay workflow steps | You can delay workflow steps | Delayed rules are supported | | Automation does not exist |
| Tasks, projects, and invoices are not supported | Tasks, projects, and invoices are not supported | Records can be created automatically with setup | | | | Limited to lead and project status updates | Create projects, send invoices, send agreements | Auto-create tasks and update statuses | Add page, edit property, send notification actions | Create, update, or move records automatically across the system | Auto-create tasks and update statuses (Team plan and above) | Basic record creation via automations | Create and update records via automation | Auto-create recurring invoices and transactions | Create and update contacts, deals, tasks, and tickets via workflows | Auto-create tasks, update statuses, and assign members via automations | Record creation and updates within individual Zoho apps | | | Auto-create recurring invoices and transactions | Auto-create projects & invoices supported | | | Create and update records across tables | Create and update deals, contacts, and activities | Create clients, leads, and tasks via automation | API-only record management | | CRM record updates via integrations | | CRM deal updates via integrations | Auto-create (projects and clients only) | Auto-create invoices from contracts (Pro plan) | No automated record creation | Auto-create projects from accepted quotes | Creation actions are limited | Creation actions are limited | | Tasks and boards can be created automatically | Automation does not exist |
| Event types can be duplicated | Appointment types can be duplicated | Records can be duplicated automatically | | | Move/copy cards and lists | Automated status transitions move leads through pipeline | Change pipeline stage only (no move/duplicate/archive) | Move tasks between lists and projects | Duplicate pages manually (no automation for move/duplicate) | Reorganize work automatically without manual cleanup | Move tasks between projects (no auto-duplicate rules) | No auto-move or duplicate rules | Move records (no duplicate action) | Duplicate estimates and transactions manually | Move deals through pipeline stages (no duplicate action) | Move tasks between lists and duplicate tasks via automations | Record operations within individual Zoho apps | | | Duplicate invoices and transactions manually | | | | Duplicate records via automation (no cross-table move) | Move deals between pipelines (no duplicate action) | Move records between statuses (limited) | | | Document duplication supported | | Proposal duplication supported | | No automated move/duplicate | No automated move/duplicate | No automated move/duplicate | Items cannot be duplicated automatically | Items cannot be duplicated automatically | Tasks and projects can duplicate | Items can duplicate automatically | Projects can be duplicated manually |
| | Appointments can be deleted | Deletion requires safeguards and rules | | | | Manual archiving preferred for project security | No auto-delete or archive rules | Archive tasks and projects manually | Manual archive and delete (no automation) | Automatically archive or remove records based on rules | Archive tasks and projects manually | No auto-delete or archive rules | Archive records (no auto-delete) | Manual deletion and voiding only | Delete contacts via workflows (limited scope) | Archive tasks manually (no auto-delete rules) | Delete/archive within individual Zoho apps | | | Manual deletion and voiding only | | | | No delete or archive actions in automations | Archive deals (no delete automation) | No delete or archive automation actions | | | Document archival supported | Envelope void and archive | Proposal archival and deletion | | No automated delete/archive | No automated delete/archive | No automated delete/archive | Items cannot be deleted via automation | Items cannot be deleted automatically | Deletion requires manual confirmation | Items can delete automatically | |
| API and webhooks are supported | API and webhooks are supported | You can trigger API calls and webhooks | | | | Zapier integration and outgoing webhooks supported | Webhook events (Pro plan only) | Webhooks and REST API available | Public REST API with webhooks | Trigger or receive real-time events from external systems | REST API and webhooks available | API access and Zapier integration available | | Full REST API and webhooks via Intuit Developer Platform | Full API access with webhooks and Service Keys | Full REST API and webhooks available | Webhook support across Zoho apps | | Incoming webhooks via API (Zapier for complex flows) | Full REST API and webhooks via Xero Developer Platform | Supported via webhooks (no visual designer) | GraphQL and REST API available (Pro plan required for OAuth access) | REST API and webhooks available | Incoming webhooks trigger and outgoing webhook actions | Webhooks and API integrations supported | | Comprehensive webhook system for all events | IPN and webhook notifications for payment events | Webhooks on Business plan | Connect webhooks for envelope events | Webhooks on Business plan | Webhooks (outgoing only, no incoming) | | | REST API and webhooks available | You cannot use APIs or webhooks | You cannot use APIs or webhooks | | API and webhooks are supported | Limited API access exists |
| Emails can be sent based on bookings | Emails can be sent based on booking events | Emails can be sent automatically | | Automated invoice and reminder emails | | Automated email sequences with smart fields | Send email from templates with tokens | Email notifications on triggers (no custom email templates) | Send Gmail emails and notifications via automations (paid plans, Gmail required) | Send automated emails tied to real workflow events | Email notifications on triggers (no custom email templates in automations) | Basic email notifications from automations | Send email notifications via automation | Automated invoice and reminder emails | Send automated emails via workflows | Email notifications via automations (no custom email templates in automations) | Automated email sending in Zoho CRM and other apps | | | Automated invoice and reminder emails | Automation can trigger emails | Automated invoice and payment reminder emails (Pro plan) | Automated invoice and reminder emails | Send email actions in automations (Gmail and Outlook) | Send automated emails from workflows | Send emails via automation triggers | Automated invoice and receipt emails | Automated invoice and payment confirmation emails | Automated document delivery and reminder emails | Automated signing request and completion emails | Automated proposal delivery and reminder emails | Logo & colors (no custom domain) | Automated email follow-ups for invoices (Pro plan) | No automated email sending | Email notifications for invoices and quotes | Workflows can send emails | Workflows can send emails | Emails require integrations | Emails can be sent via automations | Emails cannot be automated |
| | | Comments can be posted via workflows | | | | No automated comment posting | | Auto-add comments via triggers | No automated comment posting | Add notes or comments automatically where work happens | Auto-comment via automations (Business plan and above) | No automated comment posting | Leave comments via automation rules | | Internal notes via workflows (not comments on tasks) | Auto-comment via automations | Comments automation within individual Zoho apps | | | | No internal commenting system | | | Add comment action available | Add notes via automation (not comments) | No automated comment posting | | | | Internal comments on envelopes | Internal comments on proposals | | No automated comment posting | No automated comment posting | No automated comment posting | You cannot post comments via automation | You cannot post comments via automation | | | Automation does not exist |
| Basic activity logs are supported | Basic activity logs are supported | Automation activity is logged | | | Limited automation history | Basic sequence history and activity log | No automation activity logs | Automation activity logs with run history | No automation activity logs | See exactly what ran, when, and why | Audit log for automation activity (Enterprise and Pinnacle plans) | No automation activity logs | No complete automation logs | Audit trail tracks all user actions and changes | Workflow execution history and logs | Automation activity logs available | Automation logs within each Zoho app (not unified) | | | Audit trail tracks all user actions and changes (History & Notes) | Basic activity log (no detailed execution history) | | | Full automation run history and error logs | Automation execution history and logs | Basic automation activity history | Detailed event logs and audit trail | Basic transaction history and IPN logs | Detailed document audit trail | Detailed audit trail and certificate of completion | Proposal pipeline and activity history | | | | | You cannot view automation logs | You cannot view automation logs | | Automation logs are supported | Automation does not exist |
| Variables work in emails and booking questions | Variables work in emails and forms | Variables work across automation | | Basic invoice placeholders | | Smart fields and tokens for dynamic data injection | Basic token replacement in emails and agreements | No dynamic variable support in automations | Formula and rollup properties (no dynamic automation variables) | Pass data between steps dynamically without manual mapping | Formula and custom field mapping (no dynamic automation variables) | Basic merge fields for client data | | Basic invoice placeholders | Dynamic CRM data in workflow emails and actions | Variables in task templates (no dynamic automation variables) | Dynamic variables within individual Zoho apps | | | Basic invoice placeholders | You can use tokens for dynamic data | | | Dynamic field values in automation actions | Dynamic field values in automation actions | Basic placeholders in templates | API-driven data population | | Auto-fill from CRM data and custom variables | Pre-fill signer data and form fields | Auto-fill from CRM data via merge tags | | | | | | | Variables exist inside rules | Formula and column values can be reused | Automation does not exist |
| Only scheduling modules are supported | Only scheduling modules are supported | Actions can trigger across modules | | Clients link to invoices and projects | No cross-board automation | Workflow triggers span leads, booking, and projects | Pipeline-triggered only (limited cross-entity scope) | Automations limited to tasks and projects | Database-scoped automations (no cross-entity triggers) | Run workflows that span projects, tasks, proposals, invoices, and more | Cross-project automations (Business plan and above) | Limited cross-entity automation scope | Basic cross-entity links (CRM to projects) | Invoices link to projects and customers (limited cross-entity scope) | Workflows span contacts, deals, tickets, companies, and custom objects | Automations limited to tasks, statuses, and assignees (no cross-entity scope) | No native cross-app automation — requires Zoho Flow (separate product) | | Projects link to clients and time entries (limited scope) | Invoices link to projects and contacts (limited cross-entity scope) | Linear only (limited cross-module connectivity) | Customers link to invoices and transactions | No cross-entity automation | Linked records connect tables across bases | Deals link to contacts, organizations, and activities | Clients link to projects, invoices, proposals, and contracts | Customers link to subscriptions, invoices, and payments | Invoices link to customers and transactions | Documents connect to CRM deals and contacts via integrations | Envelopes connect to CRM records via integrations | Proposals connect to CRM deals via integrations | | Proposals, contracts, and invoices linked (Pro plan) | Time entries linked to projects and invoices | Quotes, projects, tasks, time, and invoices connected end-to-end | Forms, bookings, and payments trigger workflows | Forms, payments, and bookings trigger workflows | | Cross-board automations are supported | Automation does not exist |
| Intake questions with routing forms | Unlimited custom intake forms | Form builder with file uploads | | | | Professional, branded lead capture and intake forms | Unlimited form creation with templates | Intake forms on projects (basic, no branding control) | Native form builder with database integration | Build fully branded forms that match your workflow and client experience | Request forms for intake management (basic, no branding) | Forms and intake (no native conditional logic) | Basic form creation (limited field types) | | Free form builder with branding and WYSIWYG editor | ClickUp Forms (1 free form on Free plan, unlimited on paid plans) | Zoho Forms for custom branded intake forms (separate app) | | | | Basic form templates, no branding control | | | Form view for data collection (limited branding) | Web forms via LeadBooster add-on (limited branding) | Branded forms with white-label public links | | | Form fields within documents (not standalone forms) | Signing forms with data fields (not standalone form builder) | Client input forms within proposals (not standalone) | Branded intake and questionnaire forms | Create web forms for lead capture and project info | | | Questionnaires with limited styling | Branded forms with smart fields | | WorkForms with branding and conditional logic | Basecamp has no form builder |
Drag-and-drop form builder | | Intake forms can be built visually | Contracts use structured templates, not free-form builders | | | | Visual form builder with custom field support | Form builder with reusable templates | Drag-and-drop form builder with customization (Grow+ for branding) | Form view on databases (no drag-and-drop layout control) | Design forms visually with full layout control, no code required | Request form builder (no drag-and-drop layout control) | Form builder with field configuration (not full drag-and-drop) | Basic form builder (not full drag-and-drop) | | Drag-and-drop form builder included | Form builder with field configuration (no full drag-and-drop layout control) | Drag-and-drop builder in Zoho Forms (separate app) | | | | Template-based (fixed form structures) | | | Form view editor (not a full drag-and-drop builder) | LeadBooster form builder (basic) | | | | Form fields in drag-and-drop editor | Drag-and-drop field placement on documents | Form fields within proposal editor | Form editor (no true drag-and-drop) | Basic form builder (not full drag-and-drop) | | | You cannot visually build contracts | You can build contracts using form blocks | | | Contracts are not supported |
| | Form templates can be reused | You can reuse form templates | | | | Save and reuse common form structures | | Project templates include intake forms | Templates with form views reusable across databases | Reuse form structures without rebuilding from scratch | Request form templates available | Basic form templates available | | | | Form templates reusable across Spaces | Form templates in Zoho Forms (separate app) | | | | Included. You can save and reuse forms | | | Form views saved per table (not standalone templates) | | Reusable form templates available | | | Document templates with form fields | Reusable envelope templates with pre-set fields | Reusable proposal sections with form fields | Form templates with auto-CRM sync | | | | You cannot reuse form templates | You can reuse form templates | Internal intake forms exist | | |
| Custom fields are supported only in booking forms and invitee records | Custom fields are supported only in intake forms and client records | You can add custom fields across modules | | | | Capture custom project and client data via forms | Custom fields (text, select, radio, checkbox) | Basic custom fields on intake forms | Database properties serve as form fields (all types supported) | Collect structured data you can sort, filter, and report on | Custom fields on request forms | Custom fields on forms with multiple field types | Limited custom field types | | Custom fields with multiple field types | Custom fields on forms (text, dropdown, date, number, and more) | Custom fields in Zoho Forms (separate app) | | | | Included. You can add custom fields to forms | | | All field types available in forms | Custom fields from CRM available on forms | | | | Custom form fields within documents | Custom tabs and data fields on documents | Client input fields in proposals | Custom fields (limited field types) | | | | You can add custom fields | You can add custom fields to forms and records | You can create and reuse custom fields | Custom form fields are supported | Custom fields are not supported |
| Conditional logic exists in forms | Conditional logic is limited | Fields can change based on answers | | | | Static forms (no native conditional branching logic) | Conditional show/hide fields with AND/OR logic | Conditional logic on forms (If/then on Grow, If/and/or/then on Scale+) | Conditional logic on forms (Business and Enterprise plans only) | Show or hide fields based on responses, not static forms | Conditional logic with follow-up questions and dynamic routing | No native conditional logic (available via Typeform/Jotform embeds) | No conditional logic in forms | | Conditional logic to show/hide fields based on responses | Conditional logic on forms (Business+ plans) | Conditional logic in Zoho Forms (separate app) | | | | Not supported. Forms are static | | | Conditional field visibility (Business plan and above) | No conditional logic on forms | No conditional logic on forms | | | Conditional content in documents | Conditional fields on Business Pro and above | No conditional form logic | Conditional logic (limited complexity) | No conditional logic on forms | | | Fields cannot change based on answers | Fields can change based on answers | Conditional logic is limited | Conditional logic exists in forms | |
Instant email notifications | Notifications can trigger on submit | Submission notifications are supported | Notifications can send on submission | | | | Immediate email alerts for all form submissions | Auto-responses on submission | Email notifications on form submission | Database notifications on new entries (not form-specific) | Get notified immediately when forms are submitted | Email notifications on form submission | Email notifications on form submission | Email notifications on form submission | Invoice and payment notifications only | Email notifications on form submission | Email notifications on form submission | Email notifications on form submission in Zoho Forms | | | Invoice and payment notifications only | Included. Email alerts on submission | Invoice and payment notifications only | | Email notifications on form submission via automations | Notifications on form submission | Email notifications on form submission | Real-time email notifications for payments | Real-time email notifications for payments | Real-time notifications on document activity | Real-time email notifications for signing events | Real-time notifications on proposal activity | Email notifications (no customization) | Email notifications on form submissions | | | You can email on submission | You can email on submission | | Notifications can trigger on submit | |
| Automation applies only to booking events | Automation is limited to booking and payment events | Contracts can trigger workflows only if configured | | | | Submit forms to trigger project creation and sequences | Form submissions can feed into automations (Pro plan) | Form submissions can trigger task creation | Database automations trigger on new entries (paid plans) | Trigger automated workflows when a form is submitted | Form submissions can trigger task creation (Team plan and above) | Form submissions can trigger basic automations | Basic form automation (limited triggers) | | Form submissions trigger workflows | Form submissions create tasks and trigger automations | Basic automation on submission in Zoho Forms (cross-app via Zoho Flow) | | | | Included. Form submission can start workflows | | | Form submission triggers automations | Lead created triggers automation on form submission | Create clients, leads, or tickets on submission | | | No standalone form triggers | Post-signing triggers via API | No standalone form triggers | Basic automation triggers (limited actions) | Add form respondents as contacts | | | Contracts can trigger workflows | Contracts trigger workflows | Contracts cannot trigger workflows | Automations apply to items, not payments | Contracts cannot trigger actions |
| | | Forms can be embedded on websites | | | | Easy embedding on any website or landing page | | Embeddable forms via iframe code | Forms can be shared via link (limited embed support) | Embed forms anywhere without layout restrictions | Embeddable request forms via HTML/iframe code | Embeddable forms on websites | | | Embeddable forms on any website | Forms can be embedded on websites via iframe | Embeddable forms via Zoho Forms (separate app) | | | | Included. You can embed forms on your site | | | Embeddable form views with iframe | Embeddable web forms on websites | Embeddable forms with public links | Embeddable checkout and payment forms via Stripe Elements | Embeddable payment buttons and checkout forms | No embeddable standalone forms | Embedded signing experience via API | | Embed via iframe (limited styling control) | | | | | | Forms can be shared via links | | |
Advanced field preferences | Field options are limited | Field behavior options are limited | Field behavior options are limited | No advanced field options | | | Standard required/optional field settings | | Basic field settings only | Required/optional field settings (no advanced validation) | Control required, hidden, and default field behavior | Basic field settings on request forms | Basic field settings (required/optional) | No advanced field preferences | | Required fields, progressive profiling, and smart forms | Required/optional field settings (basic) | Advanced field options in Zoho Forms | | | | Basic field settings (no advanced validation) | | No advanced field preferences | Basic field validation (required fields, descriptions) | No advanced field preferences | Basic field settings (required, placeholder) | | | Field validation and required fields in documents | Required, optional, and conditional field settings | Required and optional client input fields | | | | | | Field behavior is limited | | WorkForms conditional logic | |
Comprehensive field types | Common field types are supported | Common field types are supported | Most common field types are available | | | | Support for text, choice, date, and file types | Text, select, radio, checkbox (no regex or conditional validation) | Text, date, and select fields (limited types) | Text, number, select, multi-select, date, checkbox, file, URL, email, phone | Collect text, files, dates, selections, and more | Text, date, select, and file fields (limited types) | 5 question types: short text, long text, single select, multi select, file upload | Basic field types (text, number, date, dropdown) | | Text, number, date, dropdown, checkbox, file upload, and more | Text, number, date, dropdown, checkbox, email, phone, and file upload fields | Wide range of field types in Zoho Forms | | | | Standard fields (text, date, select) supported | | | 20+ field types including attachments, checkboxes, ratings | Basic text, phone, email, and dropdown fields | Basic text, email, phone, dropdown, and textarea fields | | | Text, date, dropdown, checkbox, and signature fields | Text, date, checkbox, radio, dropdown, and signature fields | Text, date, and signature fields in proposals | | Basic field types (text, email, dropdown, etc.) | | | | | Many field types via custom fields | Many field types supported | |
| Signature fields are not supported | Signature fields are not supported | Forms can include signatures | E-signatures in contracts | | | Basic e-signatures (primarily via contract documents) | E-signatures via contract documents | No signature field on forms | No signature field on forms | Collect legally binding signatures directly inside forms | No signature field on forms | E-signatures via contract documents (not form fields) | No signature field in forms | | No signature field on forms (e-signatures on quotes only) | No signature field on forms | Signature field via Zoho Sign integration in Zoho Forms (separate app) | | | | Included. Electronic signatures available on forms | | No signature field on forms | No signature field on forms | No signature field on forms | Signature field on forms (basic) | | | Signature fields in documents | Industry-leading signature fields | Signature fields in proposals | E-signature field (basic, no advanced options) | No signature field on forms | | | Forms can include signatures | Forms can include signatures | Signatures are not supported | Signatures are not supported | Signatures are not supported |
| File uploads as managed files are not supported | File uploads as managed files are not supported | | | | | Allow clients to upload assets directly via forms | File attachments (50 MB limit) | File upload field available on forms | File upload field supported on forms | Accept file uploads as part of form submissions | File upload field supported on request forms | File upload fields on forms | File upload field available | Receipt capture via mobile app (not form-based) | File upload fields supported on forms | File upload fields on forms | File upload fields in Zoho Forms | | | Receipt capture via Hubdoc (not form-based) | Included. Clients can upload files to forms | Receipt capture via mobile app (not form-based) | | Attachment field on forms for file uploads | | File upload field on forms | | | No file upload fields in documents | Signer attachment fields for file uploads | | Clients can upload files to projects | File upload fields on forms | | | | | | File uploads via WorkForms | |
Redirect after submission | Redirects after booking are supported | Redirects after submission are supported | Redirects after submission are supported | | | | Redirect to custom URL or thank-you page | Custom redirect after form submission | | | Send submitters to a custom next step, not a fixed thank-you page | | Basic confirmation page (limited redirect options) | No redirect after form submission | | Custom redirect URL after form submission | Custom thank-you message (no URL redirect) | Redirect after submission in Zoho Forms | | | | Included. Custom redirect links supported | | | Custom success message (no URL redirect) | Custom redirect URL after form submission | | Custom redirect after checkout completion | Custom redirect after payment completion | Redirect after document completion | Custom redirect URL after signing completion | Custom thank-you page after proposal acceptance | | Thank you message (no custom redirect) | | | You cannot redirect after submit | You cannot redirect after submit | | | |
| | | Full CRM with lead portals | Contact database included | Client management included | | Integrated CRM for tracking leads and active projects | Client profiles with lifetime earnings and sales pipeline | People section for contacts (Teamwork CRM is a separate product) | DIY CRM via databases (not a purpose-built CRM) | Manage contacts and companies in one connected system | No built-in CRM (use Salesforce integration) | Basic client management within the portal (no pipeline or deals) | CRM with pipeline management, lead tracking, and deal stages | Basic customer and vendor contact management (no pipeline or lead tracking) | Industry-leading CRM with contact management, deal pipeline, and lead scoring | No native CRM (use custom fields, statuses, and List views to build a DIY contact tracker) | Full CRM with contacts, leads, and deals in Zoho CRM | Client/project tracking in reports only (no CRM features) | Client and project tracking (no CRM pipeline or contact management) | Basic contact management for customers and suppliers (no pipeline or lead tracking) | Contact management with lead tracking | Basic customer management (no pipeline or lead tracking) | Basic client and contact list (no CRM pipeline or lead tracking) | Can be built as a custom CRM (not a native CRM) | Full CRM with lead and deal management | CRM with lead and client management | Customer records for payment purposes only | Customer records for payment and invoicing only | Contact records via CRM integrations only | No CRM or contact management | Contact records for proposal tracking (relies on CRM) | CRM with Deals pipeline for leads | Basic contact management for clients | Client list for invoicing (no lead management) | Full CRM with pipeline management and deal tracking | Pipeline with AI lead prioritization | CRM with auto-created client records | | Contacts via boards, not native CRM | |
| Company records are not supported | Company records are not supported | You can group contacts into companies | | Client records only (no companies) | | Contact-first organization (basic company grouping) | Client records (no separate company entities) | Company records available (basic) | DIY company tracking via database relations | Track organizations, not just individual contacts | No company management (use CRM integrations) | Client and company management with company-level channels | Organization and company management in CRM | Customer records for individuals and companies (basic info only) | Company records with contact associations and hierarchy | No dedicated company records (model companies as tasks or folders with custom fields) | Account/company management in Zoho CRM | | | Contact records for individuals and companies (basic info only) | Organization tracking (no separate company records) | Customer records for individuals and businesses (basic info only) | | Custom tables for companies (not native company management) | Organization management with linked contacts | Company and contact management | | | No company management (relies on CRM integrations) | | No company management (CRM-dependent) | Companies (basic info only, no hierarchy) | No company management (individual contacts only) | Client companies for billing only | Full company and contact management with hierarchy | Companies exist, but contacts come first | Companies exist, contacts come first | Companies are not modeled | Companies can be modeled manually | Companies are not modeled |
Custom contact data fields | Custom fields exist for invitees only | Custom fields exist for contacts only | CRM fields are customizable | | | | Add custom CRM fields for contacts and leads | Custom fields on CRM objects | Custom fields via Teamwork CRM add-on only | Unlimited custom properties on any database | Collect and manage structured contact data you define | No CRM fields (use Salesforce or HubSpot integration) | Custom fields with visibility rules and client-editable options | Custom fields on contacts | Custom fields on customers (all plans) | Up to 1,000 custom properties per object | Custom Fields on tasks (text, dropdown, number, date, and more on all plans) | Custom fields on contacts in Zoho CRM | | | | Included. Unlimited custom contact fields | No custom customer fields | | Fully custom fields for any record type | Custom fields on contacts and organizations | Custom fields on contacts | Custom metadata on customer objects via API | | | | | Custom fields (text and select only) | | | Custom fields on contacts and companies | | | CRM structure does not exist | Custom CRM fields are supported | CRM structure does not exist |
Complete activity timeline | Activity history is limited to meetings | Activity history is limited to bookings | Activity history exists across modules | Invoice and proposal history | Client activity history available | | Activity feed with project and message history | Historical data per client (not a formal timeline) | Task and project activity per person (not a CRM timeline) | Page history and comments (no dedicated activity timeline) | See every interaction with a client in one place | Task and project activity per person (not a CRM timeline) | Basic client interaction history | Activity timeline on contacts and deals | Full transaction history per customer | Full activity timeline on every CRM record | Task activity log per item (not a CRM-style contact timeline) | Activity timeline within Zoho CRM (not unified across all Zoho apps) | | | Full transaction history per contact | Included. Tracks interactions per contact | Full transaction history per customer | | Record revision history (not an activity timeline) | Full activity timeline on deals and contacts | | Full payment and event history per customer | Transaction history per customer | Document engagement timeline per recipient | Envelope activity history per recipient | Proposal engagement timeline per prospect | Activity log (projects and invoices only) | Basic client activity (invoices, contracts, proposals) | | Complete activity timeline per contact with history | You can see full activity history | You can see full activity history | Activity is task-based only | | Activity is message-based only |
Contacts labeling and grouping | Tagging is supported via integrations | Contact tagging is supported | Contacts can be tagged and segmented | | | | Segment contacts by project type and lead status | Prospect vs Client record types (no tags) | Tags on people records (basic) | Multi-select and select properties for tagging (DIY) | Organize contacts flexibly without rigid pipelines | No contact tagging or grouping | Tag-based custom fields for client segmentation | Contact tags and segmentation | Customer types and sub-customers (no tags or segmentation) | Lists, segments, and lifecycle stages for contact organization | Tags and Custom Fields on tasks (no dedicated contact segmentation) | Tags and segmentation in Zoho CRM | | No contact labeling or grouping | Contact groups for batch invoicing and reporting (no tags or segmentation) | Included. Tag-based organization supported | No contact labeling or grouping | No contact labeling or grouping | Single/multi-select fields for grouping (manual setup) | Labels, filters, and custom views for contacts | | | | No contact labeling (CRM-dependent) | | | Tags (no advanced segmentation) | Basic contact organization | | Tags, labels, and custom grouping for contacts | You can tag and segment contacts | You can tag and segment contacts | Tags exist via custom fields | Tags and status columns are supported | |
Comprehensive knowledge base | A knowledge base is not supported | A knowledge base is not supported | You can create internal knowledge bases | | | | No native internal wiki or document builder | No wiki or knowledge base | Teamwork Spaces (integrated on Deliver+, coming soon on Free) | Full wiki and knowledge base built into the platform | Create an internal wiki for processes, docs, and guides | Wrike Spaces (available on higher plans only) | Client-facing helpdesk and knowledge base | Built-in knowledge base (wiki) with rich text pages | | Knowledge base available (Service Hub Professional+ only, $90/seat/month) | ClickUp Docs with nested pages, wiki mode, and shareable links (all plans) | Zoho Wiki for knowledge base (separate app) | | | | Not supported. No built-in wiki or SOP system | | | | | Basic knowledge base available | | | | | | | No knowledge base or wiki | No knowledge base or wiki | No knowledge base or wiki | You cannot create an internal wiki | You cannot create an internal wiki | Pages exist but are not client-facing | Docs are supported, not a wiki system | Each project includes a document space |
Beautiful rich text pages | | | | | | | No native rich-text page builder | | Requires Teamwork Spaces add-on | Rich text editor with 35+ block types | Write structured, formatted content without complexity | Rich text editor in Wrike Spaces (higher plans only) | Rich text articles with images and embeds | Rich text editor for wiki pages | | Rich text knowledge base articles (Service Hub Professional+ only) | Rich text editor with headings, tables, embeds, banners, and slash commands | Rich text pages in Zoho Wiki (separate app) | | | | Not supported. No rich-text page builder | | | | | Basic rich text editor for pages | | | | | | | | | | Not supported (requires integration) | | | | |
| | | | | | | No native nested page support | | Requires Teamwork Spaces add-on | Unlimited nested sub-pages | Build deep knowledge hierarchies without limits | Nested pages in Wrike Spaces (higher plans only) | | Nested page structure in knowledge base | | Category and subcategory structure (not unlimited nesting, Service Hub Pro+) | Unlimited nested sub-pages within Docs | Nested pages in Zoho Wiki (separate app, limited depth) | | | | | | | | | | | | | | | | | | | Not supported (requires integration) | | | | |
Granular page permissions | | | | | | | No native knowledge base permissions | | Requires Teamwork Spaces add-on | Granular page-level permissions (view, comment, edit) | Control exactly who can view or edit each page | Folder-level permissions apply to Wrike Spaces | Tag-based article visibility rules | Basic page permissions (project-level, not per-page) | | No granular per-page permissions on knowledge base | Sharing and permission controls per Doc (view, comment, edit, or workspace-wide) | Page permissions in Zoho Wiki (separate app) | | | | | | | | | Team-level permissions on pages | | | | | | | | | | Not supported (requires integration) | | | | |
Custom dashboards and pages | Calendly has no custom dashboards | Acuity has no custom dashboards | | | | | Fixed overview dashboard (not customizable) | Homebase dashboard (not fully customizable) | Portfolio dashboard with project overview (not fully customizable) | DIY dashboards via databases and linked views (no preset dashboard) | Build dashboards around what matters to you, not fixed metrics | Customizable dashboards with widgets and reports | Fixed dashboard overview (not customizable) | Customizable dashboards with widgets | Performance Center, custom reports, and Business Performance dashboard (Fathom removed July 2022) | Custom dashboards with report widgets | Customizable dashboards with 50+ widgets (Business+ for advanced, basic on all plans) | Custom dashboards within individual Zoho apps (no unified cross-app dashboard) | Basic reporting dashboard (not a customizable dashboard builder) | Basic reporting dashboard (not a customizable dashboard builder) | Financial dashboard only (not customizable) | | Financial dashboard only (not customizable) | Basic project and time reporting dashboard (not customizable) | Interface Designer for custom dashboards and pages | Custom dashboards with drag-and-drop reports | Pre-built dashboard (limited customization) | Stripe Dashboard with pre-built reports (not customizable layout) | Pre-built reporting dashboard (not customizable) | Document analytics dashboard (not customizable) | Pre-built reporting on Business Pro plan | Proposal pipeline dashboard (not customizable) | Dashboard (fixed layout, no customization) | | Basic project dashboard with summary views | Customizable dashboards with drag-and-drop widgets | HoneyBook does not have custom dashboards | Dubsado has a home page, not custom dashboards | Reporting dashboards with custom charts | | Basecamp has no custom dashboards |
Drag-and-drop dashboard builder | No dashboard builder in Calendly | No dashboard builder in Acuity | Widget-based, no drag-drop | | No custom dashboard builder | | Fixed dashboard layout with preset widgets | No drag-and-drop dashboard builder | Drag-and-drop dashboard builder (all paid plans) | No drag-and-drop dashboard builder | Design dashboards visually with full layout control | Widget-based dashboard with drag-and-drop repositioning | No drag-and-drop dashboard builder | Drag-and-drop dashboard builder | No custom dashboard builder | Widget-based dashboard builder (not full drag-and-drop) | Drag-and-drop dashboard builder with resizable widgets | Dashboard builder within Zoho Analytics (separate app) | | No custom dashboard builder | No custom dashboard builder | Not supported. Dashboard is pre-configured | No custom dashboard builder | No drag-and-drop dashboard builder | Drag-and-drop Interface Designer | Drag-and-drop dashboard with custom reports | No drag-and-drop dashboard builder | No custom dashboard builder | No custom dashboard builder | No custom dashboard builder | No custom dashboard builder | No custom dashboard builder | Pre-configured widgets only | | | Drag-and-drop dashboard builder with custom layouts | Limited dashboard widgets | | | | No dashboard builder in Basecamp |
| | | | | Financial charts available | Dashboard view has charts | Basic financial and lead conversion charts | Basic pipeline and revenue charts | Project progress and workload charts | Charts (1 on Free, unlimited on paid plans) | Visualize data with customizable charts | Custom charts and reporting widgets | | | Financial charts (P&L, cash flow, expense breakdown) | Custom report charts available | Line, bar, pie, and burndown charts on dashboards | Chart widgets in Zoho Analytics and individual app dashboards | | | Financial charts (cash flow, income and expenses, aged receivables) | Basic financial charts (no custom chart creation) | Basic financial charts (income and expenses) | Charts in time and budget reports only | Chart elements in interfaces | Deal, activity, and revenue charts | Basic charts on dashboard | Revenue and payment charts in dashboard | Basic sales charts in reporting | Document performance charts and analytics | Basic signing completion charts on Business Pro | Win/loss and proposal performance charts | Charts (revenue and time only) | | Basic project progress charts | Customizable charts and graphs | | | | | |
| | | | | Key financial metrics displayed | Basic metrics in Dashboard | Track key revenue and booking metrics | Revenue and time metrics (no custom KPIs) | Profitability and utilization metrics (Grow plan+) | DIY metrics via formulas and rollups (no preset widgets) | Track key numbers without manual reporting | Project status and workload metrics | Basic business metrics displayed | | Key financial metrics displayed | KPI and metric tracking on dashboards | Sprint velocity, workload, and custom calculation widgets | Metrics/KPI widgets in Zoho Analytics | | Time and cost metrics in reports | Key financial metrics displayed on dashboard | Standard metrics only (revenue, leads) | Key financial metrics displayed on dashboard | Time and budget metrics in reports only | Number and summary elements in interfaces | Key sales metrics and KPIs displayed | | Key financial metrics (MRR, churn, LTV) | Basic transaction metrics | Win rate, average close time, and engagement metrics | Envelope completion metrics | Close rate, average deal size, and pipeline metrics | Metrics (revenue and project totals only) | | Basic time and budget metrics | KPI metrics with real-time data | | | | | |
| | | | | | | No native goal tracking widget | | | | Monitor progress toward defined goals | | | | | Goals tracking for sales teams (Sales Hub Professional+) | Goals with targets, key results, and progress tracking (Business+ plans) | Goals tracking in Zoho CRM (no unified goals widget across apps) | | | | Not supported. No internal goal tracking system | | | | Sales goals and progress tracking | | | | | | | | | | Revenue and utilization targets | Not supported (requires integration) | | | | No goals widget in Basecamp |
| | | | | | | No native dashboard notes widget | No notes widget on dashboard | No notes widget on dashboard | Pages serve as notes anywhere in the workspace | Add contextual notes directly to dashboards | No notes widget on dashboard | No notes widget on dashboard | Text widgets (not dedicated notes) | | Text widgets available (not dedicated notes widget) | Text block widget on dashboards (not a dedicated notes widget) | Notes within individual Zoho apps (no unified notes dashboard widget) | | | | Not supported. No dashboard notes widget | | | Text elements in interfaces (not editable notes widget) | No notes widget on dashboard | | | | | | | | | | Text widgets on dashboards | Not supported (requires integration) | | | | |
| | | Limited calendar integration | | | | Integrated calendar with project and booking events | Calendar widget on homebase | Calendar widget on dashboard | Calendar view on databases and Notion Calendar | View upcoming events alongside work and metrics | Calendar widget on dashboard | | Calendar widget on dashboard | | Calendar and task widgets on dashboard | Calendar view and upcoming tasks widget on dashboards | Calendar view in individual apps (not a unified dashboard widget) | | | | Included. Agenda and upcoming tasks displayed | | | Calendar element in interfaces | No calendar widget on dashboard | Calendar on dashboard (basic) | | | | | | Calendar widget (upcoming tasks only) | | No calendar widget on dashboard | Calendar widget on dashboards | | | | | |
| | | | Revenue and expense tracking | Comprehensive financial widgets | | High-level revenue and invoice tracking | | Budget and profitability tracking (Grow plan+) | No financial widgets (no invoicing or payments) | Track revenue and expenses in the same view | No financial widgets (no invoicing or payments) | Basic revenue and invoice tracking | Financial overview widgets (revenue, expenses, profit) | Comprehensive financial widgets (P&L, balance sheet, cash flow, A/R, A/P) | Revenue and deal reporting (no expense tracking) | No financial widgets (no invoicing or payments) | Financial reports in Zoho Invoice and Zoho Analytics (separate apps) | | Labor cost and profit reports (not financial widgets) | Comprehensive financial widgets (P&L, balance sheet, cash flow, aged receivables, aged payables) | Included. Revenue and pending payments tracking | Basic financial overview (income, expenses, invoices, bills) | Revenue, expense, and invoice reporting but no custom dashboard widgets | No financial widgets (no invoicing or accounting data) | Revenue and deal value reports (not full financial widgets) | Basic financial overview on dashboard | Comprehensive financial reporting and analytics | Basic financial summaries and reports | Revenue tracked through document payments | | Revenue tracked through won proposals | Revenue tracking (invoices only, no expenses) | | Basic invoice and expense summaries | Revenue, cost, profit, and margin widgets with forecasting | Revenue & invoice tracking | | | No financial widgets in Monday | |
| Calendly branding always visible | | Full white-label with custom domains | | Branding on invoices only | Cannot remove Trello brand | Remove Bloom branding on the Premium plan | White-label on Pro plan ($25/month) only | Custom branding on Grow+ (add your own logo and branding) | Notion branding always visible (no white-label) | Run the entire platform under your brand | Wrike branding always visible (no white-label) | Full white-label with custom domain on higher plans | White-label available on Ultimate plan (custom pricing) | Branding on invoices only (cannot remove QuickBooks branding) | HubSpot branding removable on Starter+ (not full white-label) | White-labeling on Enterprise only (custom branding, remove ClickUp logo) | No white-label — Zoho branding visible on free Invoice plan; full removal requires enterprise/developer plans | | | Branding on invoices only (cannot remove Xero branding) | | Branding on invoices only (Pro plan) | | No white-labeling or branding | | Full white-label with custom branding on client portal | Branding on checkout and invoices only | Branding on invoices and checkout only | Custom branding on all documents | Branding on Standard plan and above (logo, colors on emails and signing pages) | Custom branding on all proposals | Documents and portal only (no admin theming) | White labeling to remove Indy branding (Pro plan) | | Company branding on documents (no full white-label) | HoneyBook branding, not white-label | Dubsado branding, not white-label | Asana branding always visible | Monday.com branding always visible | Basecamp branding always visible |
| Page colors can be customized | Admin interface theming is not supported | UI theme options are limited | | No interface customization | | Fixed interface colors (no admin theming) | Logo, colors, fonts on client portal (Pro plan) | Color themes on Deliver+ (no Free plan theme customization) | No custom interface theming | Apply your brand colors across the system | Color themes on Deliver+ (no Free plan theme customization) | Brand colors on client portal (higher plans) | Basic theme customization (Advanced plan and above) | Color themes on Deliver+ (no Free plan theme customization) | Brand colors, logos, and favicons configurable | Dark mode and accent color themes (no full brand theming) | No custom interface theming | | No interface customization | No interface customization | Not supported. Themes are pre-defined | No interface customization | | No interface customization | No interface customization | Customizable portal theme and colors | No interface customization | No interface customization | No interface customization | No interface customization | No interface customization | No admin interface theming | No custom interface theme | No custom interface theme | No custom interface theme | Color themes on Deliver+ (no Free plan theme customization) | Color themes on Deliver+ (no Free plan theme customization) | | Board colors can be customized | |
| Custom CSS is not supported | Custom CSS is not supported | Custom CSS is supported with constraints | | | | No custom CSS access for the interface | | | | Fine-tune styling beyond basic theming | | | No custom CSS or stylesheet | | Custom CSS on CMS Hub pages only (not CRM interface) | No custom CSS or stylesheet access | | | | | Not supported. No custom CSS access | | | | | | | | | | | | No stylesheet customization | No stylesheet customization | No stylesheet customization | You cannot apply custom CSS | You cannot apply custom CSS | Custom CSS is not supported | Custom CSS is not supported | Custom CSS is not supported |
Custom login/signup pages | Custom login pages are not supported | Custom login pages are not supported | Login and signup pages can be customized | | | | Logo branding on fixed login structures | Branded portal welcome page (Pro plan) | Can hide Teamwork logo from login page (Grow+) | Login pages cannot be customized | Use branded authentication pages instead of generic screens | Login pages cannot be customized | Branded portal login page | Custom branding on login (Ultimate plan) | | Customer portal login can be branded (Service Hub Pro+) | Custom login page on Enterprise only (SSO/SAML) | No custom login or signup pages | | | | Logo branding only (fixed layout) | | | | | Custom branded login pages for client portal | Customizable Stripe Checkout pages | | | | | Branded login (fixed layout) | | | | Login pages cannot be customized | Login pages cannot be customized | Login pages cannot be customized | Custom login pages are not supported | Login pages cannot be customized |
| Email branding is limited | Email branding is supported | | | Logo on emails (Premium only) | | Logo inclusion (no complex template customization) | | Company logo in notifications | | Send all system emails with your branding | Logo in email notifications | | Email branding (Ultimate plan) | Logo on emails (limited customization) | Branded email templates with custom design | Logo in email notifications (no custom email templates) | Custom email branding in Zoho Invoice and CRM (Zoho footer shown on free plans) | | | Logo on invoice emails (limited customization) | Included. Add your logo to all messages | Logo on invoice emails (Pro plan only) | Logo and branding on invoice emails | | Email templates with logo and branding | Logo on emails (basic customization) | | | Branded email notifications | Custom logo and messaging on Standard plan | Branded email notifications | Logo in emails (no custom templates) | Remove Indy branding from emails (Pro plan) | No email branding customization | Company logo on email notifications | You can brand outgoing emails | You can brand outgoing emails | | Email branding is limited | |
| | | Font selection is limited | | | | No custom font upload support | Custom fonts and logo on portal (Pro plan) | | | Use your own fonts throughout the platform | | Font picker with dozens of preset fonts (not custom uploads) | | | Custom fonts configurable in brand settings | | No custom brand font uploads | | | | Not supported. No custom font uploads | | | | | | | | Custom fonts in documents | | Custom fonts in proposals | | Custom fonts on proposals and contracts (Pro plan) | | | You cannot use custom fonts | You cannot use custom fonts | Fonts cannot be customized | | Fonts cannot be customized |
| | Logo can be added to booking pages | | | | | Add your logo to portal, documents, and emails | Custom fonts and logo on portal (Pro plan) | Logo on project templates and notifications | Workspace icon only (no custom logo replacement) | Replace all platform logos with your own | | Custom logos on portal and documents | Custom logo/branding from Free plan for invoices; full white-labeling on Ultimate plan | Logo upload on invoices and sales forms | Logo upload on all branded content | Workspace icon and avatar (Enterprise for full logo replacement) | Logo upload available in individual Zoho apps | | Custom logo on reports and invoices (Pro+) | Logo upload on invoices and sales forms | Included. Your logo on documents and emails | Logo upload on invoices (Pro plan only) | Logo upload on invoices and branded documents | | Logo upload on documents and emails | Custom logo on portal and documents | Logo upload for invoices and checkout | | Logo and branding in documents | Logo on signing pages and emails | Logo and branding in proposals | Logo (documents and portal only) | | | Custom logo on documents and invoices | | | Logos cannot be customized | | Logos cannot be customized |
| | | | | | | Connect a custom domain on the Premium plan | Custom domain via CNAME (Pro plan only) | Custom domain with SSL (Deliver+ plans) | Custom domain via Notion Sites ($8/month/domain annual, $10/month/domain monthly, paid plans) | Run everything on your own domain | | Custom domain supported on higher plans | Custom domain (Ultimate plan, custom pricing per user) | | Custom domain for CMS, email, and portal content | | No custom domain for client portal | | | | Not supported. Redirects to 17hats domain | | | | | Custom domain for client portal (Premium plan) | Custom domain on checkout (Enterprise only) | | Custom domain on Enterprise plan | | Custom domain on Business plan | | | | | Not supported (requires integration) | | | | |
| | | | | | | Standard integrated email delivery (no custom SMTP) | SMTP configuration for sending from your own email address | | | Send emails from your own email infrastructure | | Custom email domain (noreply@yourdomain.com) on Professional+ (not full SMTP) | Custom email available on Ultimate plan (custom domain and email) | | No custom SMTP (sends from HubSpot infrastructure) | Custom email integration via ClickUp Email (not custom SMTP) | Custom SMTP available in Zoho CRM and Zoho Mail (separate configuration per app) | | | | Included. Send from your SMTP server | | | | Custom email domain for sending (not full SMTP) | | | | | | | | | | | Not supported (requires integration) | | | | |
| | | | | | | No native option to embed the full workspace | | | | Embed Plutio directly into your website or product | | | | | | | No full workspace embedding | | | | | | | | | | | | | | | | | | | Not supported (requires integration) | | | | |
| | Acuity has fixed structure | | | Fixed workspace structure | | Fixed creative-focused project hierarchy | Workspace configuration included | Configurable project templates and views | Highly flexible workspace with custom databases, views, and templates | Shape the platform to match how your business works | Configurable workspaces with custom workflows and statuses | Configurable portal modules | Customizable workspace with modules | Fixed workspace structure | Configurable CRM layout (not fully flexible workspace) | Highly configurable Spaces, Folders, and Lists with custom statuses, views, and ClickApps | Customizable within each Zoho app (not a unified workspace setup) | Workspaces, projects, and clients only (no nested hierarchy) | Workspaces, projects, and clients (no nested hierarchy) | Fixed accounting workspace | 17hats has fixed workspace | Fixed accounting workspace | Workspaces, projects, tasks, and clients only (no flexible hierarchy) | Flexible base and table structure with custom views | Multiple pipelines and custom stages | Modular feature access (limited customization) | Dashboard roles (Administrator, Analyst, Developer, etc.) | | Team workspaces on Business plan | Admin controls on Standard plan and above | Team structure on Team plan and above | No workspace customization | Basic workspace with tool selection | Workspace organized by projects | Workspace with module configuration | HoneyBook has fixed workspace | Dubsado has fixed workspace | Asana structure is templated | | Basecamp has fixed structure |
| Workspace structure can be adjusted | Navigation customization is not supported | Navigation can be rearranged with setup | | | Limited menu customization | Fixed navigation (cannot rearrange main menu) | Toggleable portal modules (not full menu editor) | Customizable navigation (pin/unpin main menu items, reorder project tabs) | Sidebar can be rearranged (no full menu editor) | Add, remove, or reorder navigation items freely | Sidebar can be rearranged (no full menu editor) | Toggleable portal modules (not full menu editor) | Configurable sidebar (limited menu editing) | Dashboard report tiles can be rearranged (limited menu control) | Navigation can be partially rearranged | Sidebar can be rearranged and favorites pinned (no full menu editor) | No main menu editor (separate app navigation per Zoho product) | | | | Fixed menu (no customization) | | | Sidebar navigation (not fully customizable) | Sidebar items can be reordered (limited) | Show/hide menu items for client portal | | | | | | Fixed menu (no customization) | | | | You cannot customize navigation | You cannot customize navigation | Navigation cannot be customized | Workspace structure can be adjusted | Navigation cannot be customized |
| Menus cannot change per user | User-based menus are not supported | Menus depend on assigned roles | | Fixed menus for all users | | Same menu structure for all user types | No user-based menu customization | | Same sidebar for all users | Show different navigation for different roles | | App Visibility settings control which apps each client sees (Professional+) | No user-based menu configuration | Menu varies by user role (not customizable) | Permission-based feature visibility (not true menu customization) | Space-level visibility per member (not per-menu customization) | No user-based menu customization | | | Menu varies by user role (not customizable) | Not supported (fixed menu for all user roles) | Fixed menus for all users | Fixed menus for all users | No per-user menu customization | Visibility groups control deal access (not menu control) | Client portal menu customization (not per-user) | | Fixed menus for all users | | | | | No user-based menus (solo tool) | | Module access varies by role | Menus are the same for all users | Menus are the same for all users | Menus are the same for all users | Menus cannot change per user | Menus are the same for all users |
| | User roles are limited to scheduling permissions | You can define custom roles | | | Admin, Member, Observer only | Limited preset roles (Admin, Member, Client) | Fixed roles only (no custom role creation) | Predefined roles (Site Admin, Admin, Standard, Client) | Predefined roles (Owner, Admin, Member, Guest) | Create role types beyond preset permissions | Predefined roles (Admin, Regular, External, Collaborator) | Basic client and admin roles | Custom user roles with permissions | Custom roles on Advanced plan only ($275/month) | Predefined roles with configurable permissions (Super Admin, Admin, etc.) | Predefined roles (Owner, Admin, Member, Guest) with custom permissions on Enterprise | Custom roles and profiles in Zoho CRM and other Zoho apps | Admin and member roles (Premium adds rate visibility) | Admin, project manager, and member roles (Enterprise adds custom roles) | Fixed roles (Adviser, Standard, Invoice Only, Read Only) | Basic roles only (no granular permissions) | 4 fixed roles (Admin, Editor, Viewer, Payroll Manager) on Pro plan only | Admin and member roles only | Creator, editor, commenter roles (not custom roles) | Admin, regular user, and custom visibility groups | Admin and team member roles (not fully custom) | Multiple team roles (Admin, Developer, Analyst, etc.) | Account owner and limited user roles only | Custom roles on Enterprise plan only | Admin and user roles on Standard plan | User roles on Business plan (Admin, Manager, User) | 4 fixed roles (no custom) | No custom user roles (solo tool) | Fixed roles (Admin, User) | Customizable user roles and permissions | You cannot define custom roles | You cannot define custom roles | Roles exist but are limited | | Custom roles are not supported |
Advanced user permissions | Advanced permissions are supported | Permissions apply only to scheduling access | Permissions can be configured in detail | | | Workspace-level permissions | Project and lead visibility controls | No granular per-task permissions | Project-level permissions (4 levels) | Granular page-level permissions with guest access | Control access at a granular level | Granular folder and project-level permissions | Portal-level access controls | Granular user permissions | Role-based permissions (custom roles on Advanced plan only) | Granular CRM permissions by object and property | Granular permissions at Space, Folder, and List level with sharing controls | Role-based permissions in Zoho CRM and across Zoho apps | Admin and member permissions by workspace and project | Role-based permissions by project (Enterprise adds advanced controls) | Role-based permissions (fixed roles, not customizable) | Not supported (no granular permission settings) | Role-based access on Pro plan (Admin, Editor, Viewer) | Project-level permissions only (admin and member roles) | Base and table-level permissions (Business plan and above) | Permission sets with granular access controls (Professional+) | Basic role-based permissions | Granular API key and dashboard permissions | Basic permission levels for multi-user accounts | Role-based permissions on Business plan | Permission profiles on Business Pro | Role-based permissions on Business plan | Project permissions (no granular control) | No user permissions (solo tool) | Basic role-based permissions | Granular permissions per module and action | Permissions are not configurable | Permissions are not configurable | Permissions are team-based | Advanced permissions are supported | Permissions are project-level only |
| Email & password login only | SSO is available on higher plans | SSO is available on higher plans | | | SSO via Atlassian (Enterprise) | No enterprise-grade SSO support | | SSO available via Advanced Security add-on (Enterprise only) | SAML SSO on Business plan and above (not available on Plus) | Support enterprise-grade single sign-on | SAML SSO on Enterprise and Pinnacle plans only | Google SSO for internal users and clients (all plans, not traditional SAML SSO) | SSO on Ultimate plan only | No SSO for end users (OAuth 2.0 for API only) | SAML-based SSO on Enterprise tier only | Google SSO on Business plan and above, SAML/SSO on Enterprise | SSO via Zoho One (requires separate Zoho One subscription) | SSO on Premium plan ($18/user/month annual) | SSO on Enterprise plan ($11.99/seat/month annual) | No SSO for end users (OAuth 2.0 for API only) | Email & password login only | | No SSO on Teams plan (Enterprise only) | SAML-based SSO (Business plan and above) | SAML SSO (Enterprise plan and above) | | SSO available on Enterprise plans | | | SSO on Business Pro and Enterprise plans | SSO on Business plan only | Email & password login only | | | SSO available (Enterprise plan) | | | SSO is supported on enterprise plans | Email & password login only | SSO is supported on higher plans |
| | Direct Stripe, Square, PayPal | Native integrations via API | | 100+ integrations available | | Zapier, Gmail, Outlook, and major payment gateways | Native: Stripe, PayPal, QuickBooks, Google/Outlook Calendar, Zoom, Google Meet, Plaid | 80+ integrations: Slack, HubSpot, Google Drive, Dropbox, QuickBooks, Xero | Native: Slack, Google Drive, GitHub, Figma, Calendly and more | Integrate with external systems without lock-in | 400+ integrations: Salesforce, Jira, GitHub, Slack, MS Teams, Adobe | API on all plans; Zapier/Make on Professional+ only | Integrations with Stripe, PayPal, Google, Slack, and more | 800+ integrations in the QuickBooks App Store | 2,000+ integrations via App Marketplace | 1,000+ integrations: Slack, GitHub, Google Drive, Figma, HubSpot, Salesforce, and more | Zapier, Zoho Flow, and native integrations across 45+ Zoho apps | 100+ integrations via browser extension and native connections (Jira, Asana, Salesforce, QuickBooks, Trello, Todoist) | 80+ native integrations including Jira, Asana, ClickUp, Monday.com, Notion, QuickBooks, Google Drive | 1,000+ integrations in the Xero App Store | Zapier plus direct integrations | Limited integrations (Zapier, Make.com, and API access on Pro plan) | 50+ native integrations including Asana, Trello, Jira, Slack, QuickBooks, Xero, Basecamp, and more | 1,000+ integrations via extensions, Zapier, and Make | 400+ integrations in Pipedrive Marketplace | Limited integrations available | 700+ integrations via partners and marketplace | Integrates with major e-commerce and business platforms | 15+ native integrations plus API | 400+ integrations available | CRM and business tool integrations | Integrations (Zapier and Make only) | Zapier, Google Calendar, Stripe, PayPal integrations | Zapier, Slack, Google Calendar, QuickBooks, and more | 60+ native integrations plus Zapier and API | | | | 200+ integrations plus marketplace | Basic integrations via Doors |
| Zapier integration is supported | Zapier integration is supported | Zapier can connect to SuiteDash | | | | Full Zapier connectivity with triggers and actions | Zapier integration (Pro plan only) | Zapier integration available | Zapier integration with 8,000+ apps | Connect to thousands of apps without custom code | Zapier integration available | Zapier integration (Professional+ only, not on Starter) | No Zapier integration (uses Make.com, Pabbly Connect, and Apix Drive instead) | Zapier integration supported | Full Zapier integration (free for all users) | Full Zapier integration with triggers and actions | Zapier integration available for Zoho apps | | Full Zapier integration (2,900+ additional apps) | Zapier integration supported | Included. Full Zapier connectivity | Zapier integration supported | | Full Zapier integration supported | Full Zapier integration supported | Zapier integration supported | | | | | | Zapier (limited triggers and actions) | Zapier integration (5,000+ apps) | | | You can connect HoneyBook to Zapier | You can connect Dubsado to Zapier | | | Zapier integration exists |
| Make integration is supported | Make integration is supported | Make can connect to SuiteDash | | | | Possible via Zapier (no direct Make module) | Make.com integration (Pro plan only) | Make.com integration available | Make.com integration supported | Build advanced automation scenarios visually | Make.com integration available | Make.com integration (Professional+ only, not on Starter) | Full Make.com integration available | Make.com integration available | Make.com integration supported | Make.com integration with triggers and actions | Make.com integration available for Zoho apps | Make.com integration via API | | Make.com integration available | | Make.com integration supported | Make.com integration supported | Make.com integration supported | Make.com integration supported | | | | | | | Make.com (limited modules) | | | Make.com integration available | You cannot connect via Make | You cannot connect via Make | | | Possible via Zapier or API |
| | | Pabbly can connect using API | | | | No native Pabbly Connect integration | Pabbly Connect integration (Pro plan only) | | | Connect services without usage-based limits | | Pabbly Connect integration available | Pabbly Connect integration available | | Possible via API (no native Pabbly module) | Possible via API (no native Pabbly module) | Pabbly Connect integration available for Zoho apps | | | | | | | | | | | | | | | | No Pabbly Connect integration | Pabbly Connect integration | No Pabbly Connect integration | You cannot connect via Pabbly | You cannot connect via Pabbly | | | |
| REST API access is supported | REST API access is supported | You can access a REST API | | | | No public REST API available for custom dev | Public API with 29 endpoints (Pro plan only) | | Public REST API with full CRUD access | Build custom integrations with full system access | | Public API available for custom integrations | | Full REST API via Intuit Developer Platform | Full REST API with OAuth, Service Keys, and extensive documentation | Full REST API v2 with OAuth 2.0 and personal API tokens | REST API available across Zoho apps | | | Full REST API via Xero Developer Platform | Included. API access available for developers | GraphQL and REST API available (Pro plan required for OAuth access) | | Full REST API with webhooks | | | Comprehensive REST API with extensive documentation | Comprehensive REST API available | Full API access on Business plan and above | Comprehensive eSignature API | API access on Business plan | REST API (read-only, limited endpoints) | | | | | | Full REST API is available | | |
Incoming & outgoing webhooks | | | | | | | Outgoing webhooks available via settings | Webhook events (Pro plan only) | | Webhooks supported via API | Send and receive real-time events | Webhooks supported via API | Outgoing webhooks available via API | | Webhooks supported via developer platform | Full webhook support (incoming and outgoing) | Webhooks supported for task, list, folder, and space events | Webhooks supported across Zoho apps | Webhooks via API and Zapier | Outgoing webhooks via API (limited) | Webhooks supported via developer platform (contacts and invoices) | Supported. Automate events via webhooks | Limited webhook support via API (Pro plan required) | Incoming and outgoing webhooks supported | Incoming webhook trigger and outgoing webhook actions | Webhooks supported for real-time events | | Full webhook support for all events | | Webhooks on Business plan | Connect webhooks for all envelope events | Webhooks on Business plan | Webhooks (outgoing only, limited events) | | | Incoming and outgoing webhooks | | | | | |
| Mobile apps with scheduling | | Mobile-responsive, no native apps | | | | Native iOS and Android companion apps | | iOS and Android apps available | iOS, Android, Mac, and Windows apps | Access your business from native mobile apps | iOS, Android, and desktop apps | Mobile-responsive portal (no native mobile apps) | Mobile apps for iOS and Android | iOS and Android apps with receipt scanning and mileage tracking | Full-featured iOS and Android apps | Native iOS, Android, Mac, Windows, and Linux apps | iOS and Android apps available for most Zoho apps (CRM, Projects, Invoice, and more) | | iOS, Android apps plus kiosk mode | iOS and Android apps with invoicing, bank reconciliation, and expense claims | | iOS and Android apps with invoicing, receipt scanning, and payment tracking | iOS and Android apps with timer and time tracking | iOS, Android, Mac, and Windows apps | iOS and Android apps available | iOS and Android apps available | Stripe Dashboard app (view-only, no full management) | PayPal Business app for iOS and Android | Mobile app for viewing and signing only (no document creation) | Full mobile app for signing and sending | | Mobile apps (iOS and Android, limited features) | Mobile web app (beta, no native app) | Native iOS and Android apps | iOS and Android apps (limited functionality) | Full-featured iOS and Android apps | iOS and Android with Tap to Pay | Full-featured mobile apps | Full-featured mobile apps | |
| | | Mobile app exists with limited functionality | | | | Native iPhone app for on-the-go management | | | | | | | | | | | iOS apps available for Zoho CRM, Projects, Invoice, and more | | | | Limited features (legacy mobile interface) | | | | | | Stripe Dashboard iOS app (monitoring only) | | iOS app for viewing and signing only | | | iOS app (basic features only) | No native iOS app (mobile web only) | | iOS app available (limited features compared to web) | You can use HoneyBook on iOS | You can use Dubsado on iOS | | | |
| | | Android app exists with limited functionality | | Full Android app available | | Native Android app with basic project features | | Full Android app available | Full Android app available | Full-featured Android app | Full Android app available | | | Full Android app available | Full Android app available | Full Android app available | Android apps available for Zoho CRM, Projects, Invoice, and more | Full Android app available | Full Android app available | Full Android app available | Limited features (legacy mobile interface) | Full Android app available | Full Android app available | Full Android app available | Full Android app available | | Stripe Dashboard Android app (monitoring only) | Full Android app available | Android app for viewing and signing only | Full Android app available | | Android app (basic features only) | No native Android app (mobile web only) | | Android app available (limited features compared to web) | You can use HoneyBook on Android | You can use Dubsado on Android | | | |
| Desktop app wraps the web version | A native desktop app is not supported | No native Mac desktop app exists | | | | Web-based only (no native Mac desktop app) | | Desktop app wraps the web version | | Native macOS app for desktop workflows | Mac desktop app (wraps web version) | | No Mac desktop app (web-only + mobile) | No Mac desktop app (QuickBooks Online is web-based only) | No native Mac desktop app (web-only) | | Web-based primarily; some Zoho apps have Mac desktop wrappers | | Desktop app available (Mac and Windows) | No Mac desktop app (web-based only) | Web only. No native Mac application | No Mac desktop app (web-based only) | Mac menubar app and browser extension (no full standalone desktop app) | Mac desktop app available | No Mac desktop app (web-based only) | | | | | | | | No desktop app (web-based) | Desktop widget for time tracking | No desktop app (web-based) | | | Desktop app wraps the web version | Desktop app wraps the web version | Desktop app wraps the web version |
| Desktop app wraps the web version | A native desktop app is not supported | No native Windows desktop app exists | | | | Web-based only (no native Windows desktop app) | | Desktop app wraps the web version | Native Windows desktop app | Native Windows app for desktop workflows | Windows desktop app (wraps web version) | | No Windows desktop app (web-only + mobile) | No Windows desktop app (QuickBooks Online is web-based only) | No native Windows desktop app (web-only) | Native Windows desktop app | Web-based primarily; some Zoho apps have Windows desktop wrappers | Native Windows desktop app | Desktop app available (Mac and Windows) | No Windows desktop app (web-based only) | Web only. No native Windows application | No Windows desktop app (web-based only) | Windows menubar app and browser extension (no full standalone desktop app) | Windows desktop app available | No Windows desktop app (web-based only) | | | | | | | Web only (no Windows app) | No desktop app (web-based) | Desktop widget for time tracking | No desktop app (web-based) | | | Desktop app wraps the web version | Desktop app wraps the web version | Desktop app wraps the web version |
