Both are CRMs. One was designed for global SaaS companies. The other was designed for Indian manufacturers, traders, and fabricators. The difference shows in every feature — and in every invoice.
| Feature | PragatiCRM | Zoho CRM + Zoho Books |
|---|---|---|
| GST invoicing — auto CGST/SGST by state | ✓ Built-in, native Included in all plans |
Zoho Books only Separate product + subscription |
| GSTR-1 export — GSTN format | ✓ One click B2B, B2C, HSN, Credit Notes |
Zoho Books only Separate subscription required |
| Tally XML export for CA | ✓ Built-in Every invoice as Tally voucher |
✗ Not available |
| Margin tracking on quotation — before sending | ✓ Yes Profit % shown before you send |
✗ No No cost-price margin calculation |
| Multi-location — separate GSTIN per branch | ✓ Yes Each location: own GSTIN, series, stock |
Requires separate app Branch routing set up within Zoho Books (a separate accounting app) |
| Customer/dealer portal — included | ✓ All plans Invoice, orders, UPI payment |
Extra cost Zoho Creator (separate product) |
| Batch/expiry tracking — pharma, food | ✓ All plans FEFO, expiry alerts, recall mgmt |
Requires third app Requires purchasing and connecting Zoho Inventory separately |
| Weight-based billing — jewellers | ✓ All plans Gross→tare→net, making charges |
✗ Not available |
| MCA Audit Trail — mandatory Pvt Ltd | ✓ Immutable, always on Cannot be disabled. CA read-only access. |
Available in Zoho Books Not integrated into daily CRM workflow — requires switching to a separate accounting app |
| AI Morning Digest — nightly business review | ✓ All plans 5 specific insights every morning |
✗ Not available |
| Barcode scanner — works on ₹12,000 Android | ✓ Built-in Camera and USB-based |
✗ Not available |
| UPI QR code on invoice PDF | ✓ All plans Pre-filled amount on scan |
✗ Not available |
| GSTR-2B reconciliation | ✓ Growth & Pro plans | Zoho Books only |
| Pricing — per month (5–10 users) | ₹2,999–₹4,999/month Flat fee, all users, all features |
₹1,300+/user/month Zoho CRM + Zoho Books combined |
| Implementation time | 1 day (founder-led) Products, customers, first invoice |
2–8 weeks Implementation partner usually needed |
If you are currently using Zoho CRM or Zoho Books and want to move to PragatiCRM, the process is straightforward. Your data comes with you.
Zoho charges per user — a 10-person team paying ₹1,300/user is ₹13,000/month for just the CRM, before Zoho Books. PragatiCRM is ₹4,999 flat for 10 users, all features, all portals.
Annual price freeze: Sign before 31 December 2026 and your price is frozen for 24 months — even when we add features and raise prices for new subscribers.
No setup fee. Free 1-hour onboarding. Migration from Zoho handled during onboarding.
The founder will show you PragatiCRM using your actual business type — quotations, GST invoicing, margin tracking, GSTR-1 export. No sales pressure. If it's not right for you, we'll say so.