Zoho CRM alternative · AI sales platform
Give every salesperson AI that works alongside them.
Lead scoring, daily priorities, WhatsApp, voice notes and AI outreach in one workspace. Unlimited users on every plan.
Free for your whole team · unlimited users · no card
Zoho CRM is a serious product.
Twenty years of work, and it shows.
Deeply customisable
If you need to bend a CRM into an unusual shape, Zoho usually can.
Connected business apps
Zoho One is forty-plus apps. If you run on the suite, the CRM fits in.
An entry-level paid plan
₹800 a user a month is a low entry price for a small, fixed team.
Bring the whole team. Add AI to the sales work.
A CRM only works when everyone is on it and the record is complete. Per-user pricing gets in the way of both.
Per user rations the team. Free doesn't.
When every login costs, field reps and tele-callers get left off. On SmartBDM they're on it, free.
Reps speak. The AI writes.
Speak a voice note. AI writes the summary and suggests the next step.
Zia suggests. SmartBDM acts.
AI scores every lead, sets the follow-ups and plans each rep's day. Smart Inbound answers enquiries and Smart Outreach works old leads, on credits.
The chats stay when the rep leaves.
Every WhatsApp thread, call and note lands on the lead, not on a personal phone.
SmartBDM vs Zoho CRM, at a glance.
Free for the whole team. No seats to count.
Your sales operation. Connected.
Explore the tools your team can use alongside the built-in CRM.
Select a feature for details. AI usage and plan limits apply.
Leads & sales
Custom pipelines & stages
Set up the steps your team sells through, with your own fields and won or lost stages.
Lead assignment & sharing
Give every lead an owner. Bring colleagues into a deal without changing ownership.
Bulk lead imports
Upload your lead sheet with owners and stages, instead of entering records one by one.
Search & filters
Find the customers you need by sales stage, owner and other lead details.
Customer activity timeline
Keep notes, conversations, calls and updates together on each lead.
Follow-ups & reminders
Set the next contact date and receive reminders for upcoming and overdue follow-ups.
Conversations
Shared WhatsApp inbox
Work from your business number, with conversations assigned to your team.
WhatsApp templates & media
Sync approved templates with Meta and send messages, documents and media from the lead.
AI-powered voice notes
Speak naturally. AI transcribes and analyses your update. Voice notes use credits.
Click-to-call
Connects with your supported IVR provider to call your rep and the lead through your business calling system. Confirm provider compatibility and coverage with us.
AI call recordings & transcripts
Review what happened on an AI call, with its recording, transcript and summary.
AI calling & WhatsApp campaigns
Reach existing lead lists through configured calling and WhatsApp campaigns. AI usage is charged.
AI & automation
Lead scoring & daily priorities
Assess opportunities and give each salesperson a ranked list of who needs attention.
Conversation analysis
Turn notes, WhatsApp conversations and AI calls into summaries and suggested next steps.
Know what to ask next
See which customer questions have been answered and what your team still needs to learn.
Suggested & automatic updates
Review AI suggestions, or let enabled automation update stages and follow-ups.
Going-cold alerts
Spot open leads that have drifted without real sales activity.
Find outdated leads
Review stale leads and keep the active pipeline focused.
Connections & lead capture
WhatsApp Business connection
Connect your WhatsApp Business Account through Meta’s Cloud API. Meta bills its message charges separately.
Website form lead capture
Send enquiries from your existing forms into a chosen pipeline, assigned to your team.
Connect forms & other tools
Use a webhook—a connection that sends lead details from another tool—to bring enquiries into SmartBDM.
IVR integration
Connects with your supported IVR provider for rep-initiated click-to-call. Contact us to confirm compatibility.
Meta conversion tracking
Send updates about enquiries and sales to Meta so your ad reports reflect what happens after someone responds.
Ad attribution
Add the tracking code to your website to see which Meta ad led to a form enquiry.
Team & management
Team activity feed
See calls, notes, messages and sales updates across the team.
Sales & team analytics
Review sales outcomes, trends and team activity.
Reports you can drill into
Open the leads behind a report instead of stopping at the headline number.
People & access controls
Manage who can see and work with your organisation’s records and settings.
Push notifications
Get notified about assigned leads and follow-ups on mobile.
Multiple organisations
Switch between separate organisations under one login. Each keeps its own data and team.
Flexible workspace
Connected spreadsheets
Keep custom trackers alongside sales, with spreadsheet formulas and formatting.
Open customer records from sheets
Link sheet cells to leads, team members and pipelines, then open the related record.
Ready-made sheet templates
Start with editable templates for visits, collections, targets, inventory and more.
Business context for AI
Give AI assistance context about your business, offering, customers and sales goals.
iOS & Android apps
Call, message, add updates and manage your sales day from your phone.
Unlimited users
Bring the whole team into the same workspace without per-user charges.
Connect the tools. Keep the context.
WhatsApp Business
Meta Cloud API connection
Meta ads
Conversions & ad attribution
Your IVR provider
Click-to-call connection
Your forms & systems
Lead capture via webhooks
Web, iOS & Android Unlimited users One connected workspace
Free vs per user.
Twenty people on Zoho Enterprise: about ₹48,000 a month, just for seats. SmartBDM: the Free plan, for as many people as you like.
SmartBDM
Free · unlimited users · no card
₹0 on Free for your whole team. Paid AI work uses credits, ₹1 each.$0 on Free for your whole team. Paid AI work uses credits, $0.02 each.
- Unlimited users on every plan
- WhatsApp inbox, AI scoring and suggested updates
- Web, iOS and Android
- On credits: Voice Notes, Smart Inbound, Smart Outreach
Zoho CRM
Per user, per month (billed annually)
- Standard₹800 / user / mo
- Professional₹1,400 / user / mo
- Enterprise₹2,400 / user / mo
- Ultimate₹2,600 / user / mo
A 20-person team on Enterprise: about ₹48,000 a month, just for seats.
Zoho CRM pricing sourced from its public pricing page as of Oct 2026; prices and plans change — verify on the vendor's site.
Bring your leads from Zoho.
Export your leads, upload the spreadsheet and check the imported records before your team starts.
Upload a spreadsheet
Leads come in from one sheet, each with an owner and a stage.
Set up your sales workspace
Create your account, choose your sales stages and import your leads.
Keep your lead sources
Forms, WhatsApp and referrals keep flowing in.
Comparing other tools? See the built-in sales workspace beside each one.
All comparisonsWhat teams on Zoho ask us
Talk to sales
Credits at volume, a big team, a question first? Tell us how your leads arrive. We’ll call you back.
Give your team more time to sell.
One AI sales platform. Unlimited users on every plan. Start for free.
