Side-by-side comparison · 24 data points
Create project budgets, invoice time logs, and track spending for all of your projects within Zoho Projects.
| Note Template for Zoho CRM | Zoho Books for Zoho Projects | |
|---|---|---|
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| Description | ||
| Screenshots | — | — |
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Standardize note-taking with templates that save time, boost consistency, and keep your CRM clean
| Metric | Note Template for Zoho CRM | Zoho Books for Zoho Projects |
|---|---|---|
| Rating | 5.0 ★ | 5.0 ★ |
| Total reviews | ★ 4 | 1 |
| Free plan | — | — |
| Pricing | Paid | Paid |
| Listed since | May 2025 | Sep 2022 |
Note Template for Zoho CRM and Zoho Books for Zoho Projects are evenly matched on rating (5.0★ vs 5.0★) — the differentiator comes down to pricing fit, feature breadth, and which app's interaction pattern suits your team's workflow.
Pricing entry tiers: Note Template for Zoho CRM at Paid, Zoho Books for Zoho Projects at Paid. Check each app's tier structure for the capacity limits you actually need before deciding — the headline number is the same shape, but the gating shape per tier (seats, usage volume, integrations) varies.
Recommended evaluation path: install both apps' free tiers (where available) and run them in parallel on a small cohort for 7-14 days before committing. The data tables below show the per-feature breakdown — for most teams the deciding factor will be a single integration or workflow detail that's hard to compare from listing pages alone.
This verdict is generated from the live marketplace data on this page — rating, review count, pricing tier, and category position all refresh from the canonical Zoho Marketplace listing every 24 hours. AppRanks does not accept payment to influence comparison outcomes; the methodology is documented on the About page and applies identically to every pair on the site.
Read each app's audit: Note Template for Zoho CRM audit • Zoho Books for Zoho Projects audit
Both Note Template for Zoho CRM and Zoho Books for Zoho Projects offer paid plans only. Note Template for Zoho CRM starts at Paid; Zoho Books for Zoho Projects starts at Paid. Compare the per-tier features in the Pricing section above before committing.
Note Template for Zoho CRM (5.0★, 4 reviews) and Zoho Books for Zoho Projects (5.0★, 1 reviews) are essentially tied on rating. Look at review velocity and individual reviewer quotes — both visible on each app's detail page — to differentiate.
AppRanks cannot separate these two on rating — both sit at 5.0★. Note Template for Zoho CRM does carry the larger published review base (4 vs 1). Read both apps' detail pages for the feature breakdown and recent listing changes.
Both apps are one-click installs from the Zoho Marketplace. Note Template for Zoho CRM has the deeper published review base (4 vs 1), which often — though not always — accompanies better-tested setup docs. AppRanks doesn't measure setup time directly: read the recent reviews on each app's detail page for user-reported install experience.
Note Template for Zoho CRM typically suits early-stage and growth-mode teams based on its published review base (4 reviews). Zoho Books for Zoho Projects typically suits early-stage and growth-mode teams based on its published review base (1 reviews). A larger review base generally means the app has been exercised at scale — relevant if you are processing high volume or handling enterprise compliance requirements.
Migration support varies by app and category. Note Template for Zoho CRM and Zoho Books for Zoho Projects both publish their export options on their marketplace listing pages (or in their support docs); some apps offer one-click import from competitors, others require CSV. The fastest check: search "import from Zoho Books for Zoho Projects" in each app's help center. AppRanks does not track migration tooling directly — this is a category-specific capability worth verifying before commitment.