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Facto Lite vs Zoho CRM for Small Sales Teams

By Himanshu Bhati, Head - Business Development (India), FactoChecked against the product on

What is a good Zoho CRM alternative for a small team in India?

For a small team that mostly needs leads, follow-ups and quotations, Facto Lite covers those with less to set up, and its CRM is priced flat for up to 10, 50 or 100 users. Zoho CRM is priced per user in editions, with a free edition for three, and goes further for a team that will use it.

Side by side

Facto Lite and Zoho CRM, row by row.

The marker says which side is better at each row. Where Zoho CRM wins, it says so.

  • Follow-ups

    Even
    Zoho CRM
    Tasks with an owner, a due date and the record they relate to, reminders by email or pop-up, and repeats
    Facto Lite
    Scheduled follow-ups with an owner and a due time, reminders you switch on per follow-up, and a list of leads with no next step
  • Quotations

    Even
    Zoho CRM
    A Quotes module with line items from products and price books, and a validity date
    Facto Lite
    Built from your products with a GST rate on each line and both GSTINs printed; downloaded as a PDF or shared as a link
  • Quote to order to invoice

    Zoho CRM
    Zoho CRM
    Quotes, sales orders and invoices of a deal are tracked inside the CRM
    Facto Lite
    A quote becomes an order, and an order can print as a proforma invoice. There is no tax invoice
  • Work outside sales

    Facto Lite
    Zoho CRM
    Tasks sit on CRM records
    Facto Lite
    A Tasks module for all work: delegation with a reviewer, and checklists raised on schedule
  • HR and payroll

    Facto Lite
    Zoho CRM
    Zoho sells them as separate apps, Zoho People and Zoho Payroll
    Facto Lite
    HR & Payroll is a Facto Lite module on the same login
The bill

What you pay for, and how it grows.

Facto Lite’s own prices, as published on the pricing page. For Zoho CRM, only how the cost behaves: their prices are theirs to state.

How it is charged

Facto Lite: One CRM module, flat by band: ₹2,999 a month for up to 10 users

Zoho CRM: Per user a month, in paid editions that add features

Free to use

Facto Lite: No free plan after the trial

Zoho CRM: A free edition for up to 3 users

As the team grows

Facto Lite: Moves only at 10, 50 and 100 users: ₹5,999 a month for up to 50

Zoho CRM: Rises with each user

Paying yearly

Facto Lite: CRM for up to 10 users is ₹29,999 a year

Zoho CRM: Monthly or yearly, with a saving on yearly

Trying it first

Facto Lite: Every module free for 60 days, with no card

Zoho CRM: A 15-day free trial

See every price

Which one fits

Each is the better buy, somewhere.

Stay with Zoho CRM if

  • Three or fewer people will use it, and a free edition is enough
  • You want reminders by email or pop-up on every task, and tasks that repeat
  • You want quotes, sales orders and invoices tracked inside the CRM
  • You may move to Zoho One later, where Zoho CRM is one of the apps

Choose Facto Lite if

  • Your sales team is under 100 and wants leads, follow-ups and quotes without a long setup
  • You want the CRM bill to stay flat as you add salespeople within a band
  • You also need tasks for the whole team, or payroll, on the same login
  • You quote Indian customers with GST and want the GSTINs on the PDF

Zoho CRM is a full CRM from a company with a large family of apps, and by Zoho's pricing page it has a free edition for up to three users. Facto Lite's CRM is smaller. It covers leads, scheduled follow-ups, deals and quotations, and it sits beside Tasks and HR & Payroll on one login.

Choosing a Zoho CRM alternative for a small sales team

A small sales team in India usually needs three things from a CRM: every enquiry has an owner, every lead has a next step with a date, and a quotation with GST goes out the same day. Zoho CRM does all three, and much more besides. The question is whether you want the more.

Zoho prices its CRM per user a month, in editions that add features as you go up. Facto Lite's CRM is one module priced for a band of up to 10, 50 or 100 users, so the bill doesn't change when a new salesperson joins inside the band. Neither model is better in general. Per user favours a team of three; a band favours a team of twelve.

A quotation, worked through

A water-tank distributor in Surat quotes a housing society for four tanks, installation kits and a maintenance visit, at 18% GST. The figures below are what our free quotation generator works out, line by line:

ItemQuantity and rateTaxable value
Stainless steel water tanks, 1,000 L4 × ₹18,500, less 5%₹70,300.00
Installation kits4 × ₹1,200₹4,800.00
Annual maintenance visit1 × ₹6,000₹6,000.00

The taxable value comes to ₹81,100.00. Inside Gujarat, the tax splits into CGST and SGST of ₹7,299.00 each, and the quote comes to ₹95,698.00. Quoting a society in Maharashtra instead, it's IGST of ₹14,598.00, and the same ₹95,698.00.

One difference to know about: inside Facto Lite, a quotation carries a GST rate on each line and prints both GSTINs, but the PDF shows the tax per line rather than splitting it into CGST, SGST and IGST. The free generator on this site does split it. Zoho CRM's quotes are built from products and price books.

Follow-ups, and where each one is stronger

Zoho CRM's tasks have an owner, a due date, the record they belong to, reminders by email or pop-up, and repeats. That's a strong set. Facto Lite's follow-ups are scheduled activities on a lead, with reminders you switch on for each one, and a list that shows every lead with no next step or no recent contact. The list is the part small teams tend to miss, and it's covered in a lead follow-up system for a small sales team.

Zoho CRM is the better pick if three or fewer people will use it, if you want quotes, sales orders and invoices tracked inside the CRM, or if you already live in other Zoho apps. Facto Lite is the better pick if you want the CRM, the team's tasks and payroll on one login, at a price that holds within a band. If payroll is part of that, the salary calculator runs the same maths the HR & Payroll module does.

Sources

What this page says about the other product comes from its maker's own pages, each checked on 24 Sep 2026:

Products and plans change. Check the current page before you decide, and tell us if something here has gone out of date.

Questions

Asked often, answered here.

Is Zoho CRM free for small teams?

Its free edition is, for up to three users, by Zoho’s pricing page. Paid editions are priced per user a month. Facto Lite has no free plan after its 60-day trial.

Does Facto Lite make GST quotations?

Yes. Each line carries its GST rate, and the PDF prints your GSTIN and the customer’s. It shows the tax per line; it does not split CGST, SGST and IGST on the PDF. The free quotation generator on this site does split them.

Can Facto Lite send emails to leads?

No. Emails and calls are logged as follow-ups, and a quote can be shared as a link or on WhatsApp from your own phone. If you want email inside the CRM, check Zoho’s edition table.

Can we bring our Zoho CRM data across?

Leads, contacts, accounts and deals import from an Excel or CSV file, so an export from any CRM can come in. Follow-up history does not import.

Try it on your own team for sixty days.

Tasks, CRM and HR & Payroll, with no card. Keep the sheet running beside it for the first month and compare. Or see it first on a half-hour walkthrough.