Salesforce implementation

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Quoted Salesforce and Zoho for a 15-person team? Count roles, not features

By Shivanath DevinarayananPublished 6 min read
Written forThe Salesforce owner with an org that isn't working“Our Salesforce org is stuck.”

The short answer

A partner is pitching Salesforce and we also have a Zoho quote. How does a 15-person team decide which one its process can carry?

List everyone who touches the process and mark who must own records, build reports and change automation. Check each role against the plan's user types and limits. If all fit the cheaper licence, stay with it. If one role needs more, that is your reason to pay. At Mindcat, we run this test in week one.

Fifteen figures in a row, four holding gold keys, beside two quote sheets

Takeaways

  1. 01Count the roles, not the features. Mark who must own records, build reports and change automation.
  2. 02Zoho splits seats into org users and team users. Team users cannot own org records, open reports or manage automation.
  3. 03Salesforce lists Starter Suite at USD 25 a user a month, Pro Suite USD 100, Core USD 195 (read 26 Oct 2026).
  4. 04Each vendor says the same thing about the other: who runs it after go-live decides it.
  5. 05Name who owns the record on day 90 before you sign either quote.

If a partner is pitching Salesforce and you have also been quoted Zoho, read this first. Both quotes will look fine on a feature table, so the table cannot settle it. Who in your team must own records, build reports and change automation can. This is not for you if you are already on a signed order form for either one.

Why does a feature table not settle it?

Because both tools can do most of what a 15-person team asks of a CRM. The search results for this question are feature tables and vendor claims, and the user comments we read point at the same pain. A roundup of user comments from GTM Ranked sums up Salesforce complaints as "overkill for small teams, with admin overhead that forces the business to wrap itself around the tool". That is a complaint about who runs the tool, not about a missing feature.

So the question to ask is narrower. Which roles in your week of work need more than the cheaper licence allows? One role that does is the reason to pay for the other tool. If no role does, you have your answer, and it is the cheaper one.

Three questions per person: owns records, builds reports, changes automation; each role checked against the plan
The role test: three questions for every person (example grid).

What does a Zoho seat actually buy?

Less than one price suggests, for some people. Zoho's pricing page splits users in two. Org users "have full-scale CRM access", and Zoho calls that licence ideal for sales reps, sales managers, presales teams and central CRM admins. Team users work in team modules and have only partial access outside them. Zoho calls that licence ideal for non-sales users such as marketing, support, legal and finance.

The same page lists what team users cannot do. They cannot "own records or have any admin-level permissions". They cannot access or work with Reports and Dashboards, initiate calls or meetings, create or manage automation, or use AI and Zia features. Zoho's help page adds that they cannot change record owners, convert leads or import and export org records.

That matters for a 15-person team because the people who feel left out are usually the ones who run the process. A finance lead who needs a pipeline report cannot get one as a team user. Neither can a support lead who must change an assignment rule.

Org userTeam user
Owns records in the core CRM modulesCanCannot
Opens Reports and DashboardsCanCannot
Creates or manages automationCan, if the profile allowsCannot
Holds admin-level permissionsCan, if the profile allowsCannot

Zoho shows its seat prices per plan on that page, so read the figure for your plan on the day you decide. The point holds at any price: ask how many of your 15 people are org users.

Zoho org users own records, run reports and automation; team users work inside team modules only
One Zoho price per seat, two kinds of seat.

What do the Salesforce list prices look like?

On the Salesforce pricing page, read on 26 October 2026, the Sales editions list at these prices per user per month: Starter Suite USD 25 (billed monthly or annually), Pro Suite USD 100, Core USD 195, Advanced USD 395 and Max USD 550, all four of the last billed annually. These are list prices. Your quote can differ.

EditionList priceBilling
Starter Suite25Monthly or annually
Pro Suite100Annually
Core195Annually
Advanced395Annually
Max550Annually

For scale, here is arithmetic on those list prices, not a quote. Fifteen users on Starter Suite is 15 x 25 = USD 375 a month. Fifteen on Pro Suite is 15 x 100 = USD 1,500 a month. The gap between the two is the number to put beside the role test: which roles, if any, need the edition above the cheap one?

A hand places a gold key on the one of two quote sheets that fits
Two quotes, one key: the role that needs more.

What do both vendors say about who runs it?

Each says the same thing about the other. The Salesforce page on Zoho says "Zoho is ideal for startups or very small businesses (under 10 employees) with a limited budget who need basic CRM functionality without complex customization", and that complex processes "may be more challenging to implement" there. Zoho's comparison PDF says "You can only make the most out of Salesforce if you have a dedicated implementation team in your organization."

Both are sales pages, so read them as claims by each vendor. What they share is the real deciding factor: who runs the tool after go-live. A feature gap can be worked around. An owner gap cannot. A 15-person team is above the "under 10" line on the Salesforce page and below the size where most teams have a full-time admin, which is exactly why the owner question needs an answer before the quote does.

How do you run the role test in an afternoon?

You need one sheet and the vendors' own pages. Do not ask either vendor to run it for you.

  1. 01List every person who touches the process, from first enquiry to invoice. For 15 people, that is a list of 15 names.
  2. 02For each, mark three things: must own records, must build or open reports, must change automation or assignment rules.
  3. 03Check each marked role against the plan you were quoted: for Zoho, org user or team user; for Salesforce, the edition's own feature list.
  4. 04Count the roles that fall outside the cheaper licence. Note the date you hit the limit.
  5. 05Name who owns the record, the report and the rule on day 90. A role with no owner is a risk in either tool.

If nobody falls outside the cheaper licence and a named person owns day 90, stay with the cheaper tool. If one role in a normal week does, you have found your reason, and you can say it in one sentence to whoever signs.

Day 1 go-live, day 30 first change request, day 90 who owns the record, the deciding question
Day 90 decides it.
If you are weighing a move from another tool, our stay-or-move test for a HubSpot team uses the same idea on the HubSpot side, and how a UAE team compares Salesforce, HubSpot, Zoho and Bitrix24 covers the Gulf.

What would we do first?

At Mindcat, we start with the week of work, not the tool. Our Find your week method reads one real week of your process first: who touches a record, who reports on it, who changes the rules. Then we write down what is worth building and which tool carries it. Sometimes the answer is the cheaper tool, and we say so. You can read how Implement Around Your Process works, and the Salesforce implementation page shows what we build when Salesforce is the answer. The implementation best-practice guide covers the rest of the build.

The first read is free and ends in a written note.

Not for you if you are already on a signed order form. Finish that project, name the day-90 owner, and run this test at renewal.

Filed under

Salesforce implementationzoho team userszoho org userssalesforce vs zoho small business
Useful to someone on your team?

FAQ

Questions teams ask next

Is Zoho or Salesforce better for a 15-person team?
Neither wins on features. Salesforce says Zoho suits very small businesses with simpler needs, and Zoho says Salesforce works best with a dedicated implementation team. Both are sales claims. Test it instead: list who must own records, build reports and change automation, and check each role against the plan you were quoted.
What is the difference between a Zoho org user and a team user?
Zoho's pricing page says org users have full CRM access and suit sales reps, sales managers, presales and central CRM admins. Team users work mostly in their team modules, and outside them cannot own records, hold admin permissions, use Reports and Dashboards, create or manage automation, or use Zia AI features.
What does Salesforce cost per user?
Salesforce lists Starter Suite at USD 25 a user a month, billed monthly or annually, then Pro Suite at USD 100, Core at USD 195, Advanced at USD 395 and Max at USD 550, all billed annually. These are list prices on the Salesforce pricing page as read on 26 October 2026. Your quote can differ.
When should we pick the cheaper tool?
When every person who must own records, build reports or change automation fits the cheaper licence, and a named person will run it after go-live. If one role in a normal week of work needs more than that licence allows, that role is the reason to pay for the other tool.

Sources

  1. 01Zoho CRM pricing and editions (org users and team users)Accessed 26 Oct 2026
  2. 02Zoho: Licensing team users within Zoho CRMAccessed 26 Oct 2026
  3. 03Zoho Help: Adding team users to your team modulesAccessed 26 Oct 2026
  4. 04Salesforce: Sales pricingAccessed 26 Oct 2026
  5. 05Salesforce: Zoho vs SalesforceAccessed 26 Oct 2026
  6. 06Zoho: Zoho CRM vs Salesforce Sales Cloud (comparison PDF)Accessed 26 Oct 2026
  7. 07GTM Ranked: Salesforce review, what real users sayAccessed 26 Oct 2026
Shivanath Devinarayanan, founder of Mindcat

Written by

Shivanath Devinarayanan

Founder, Mindcat Consulting · Salesforce MVP Hall of Fame

Runs 200+ agents in production. Reads every brief that comes in and signs the work that goes out.

About Shivanath

Implement Around Your Process · the written assessment

We work in real estate and right now, our Salesforce org is stuck.

Industry
Problem

Brief: Real estate. Leads from portals and WhatsApp. Follow-up has no owner. The org is stuck. Stabilise first, then decide what is worth finishing. From: /blog/salesforce-vs-zoho-count-roles.