Use the same requirements and sample workflow when evaluating NBS and Zoho CRM. This checklist does not assert that either provider includes or lacks a feature, costs less overall, or produces better business results. Ask for a demonstration and written plan details before choosing.
Questions for NBS and Zoho CRM
Use the same requirements when speaking with both providers
🎯
Test your workflow
Ask both providers to demonstrate inquiry capture, scheduling, follow-up, and the exceptions your team handles.
💰
Compare total costs
Include subscriptions, users, messaging, setup, integrations, and ongoing maintenance in the proposed configuration.
💬
Confirm ownership
Agree who configures automations, trains the team, reviews AI responses, and handles support or data export.
Workflow Checklist
Ask both providers to demonstrate the workflows you need
Feature
Question for both providers
CRM
Contact Management
Which plan includes contact management, and what setup, limits, or usage costs apply?
Deal Pipeline
Which plan includes deal pipeline, and what setup, limits, or usage costs apply?
Custom Modules
Which plan includes custom modules, and what setup, limits, or usage costs apply?
Automation
Workflow Rules
Which plan includes workflow rules, and what setup, limits, or usage costs apply?
Email Sequences
Which plan includes email sequences, and what setup, limits, or usage costs apply?
SMS Automation
Which plan includes sms automation, and what setup, limits, or usage costs apply?
AI
AI Chatbot
Which plan includes ai chatbot, and what setup, limits, or usage costs apply?
AI Appointment Booking
Which plan includes ai appointment booking, and what setup, limits, or usage costs apply?
Marketing
Email Marketing
Which plan includes email marketing, and what setup, limits, or usage costs apply?
Landing Pages
Which plan includes landing pages, and what setup, limits, or usage costs apply?
Communication
Two-Way SMS
Which plan includes two-way sms, and what setup, limits, or usage costs apply?
Unified Inbox
Which plan includes unified inbox, and what setup, limits, or usage costs apply?
Scheduling
Online Booking
Which plan includes online booking, and what setup, limits, or usage costs apply?
Reporting
Analytics
Which plan includes analytics, and what setup, limits, or usage costs apply?
Plan Your Budget
Published NBS subscription prices; confirm the complete configuration
with each provider
Tier
NBS
Zoho CRM
Monthly subscription
Standard: $59/mo
Confirm current plan
Annual subscription
Standard: $590/year
Confirm current plan
Custom requirements
Premium: custom
Discuss requirements
Confirm users, usage charges, integrations, setup, and support before
purchasing.
View Zoho CRM's current plans. Provider link checked October 7, 2026.
Bring These Details to the Demo
Your expected contact volume, team size, and access requirements
Required channels, consent handling, and human handoffs
Your booking process, reporting needs, and integrations
Migration scope, implementation budget, and support expectations
Compare NBS to Other CRMs
Explore questions to ask when evaluating other options