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Zoho CRM - Edition ComparisonAttract, Retain and Delight More Customers. Grow Your Business Now With Zoho CRM.

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Compare Editions Enterprise Professional Standard Free

$35 /user /month $20 /user /month $12 /user /month Free for 3 Users

Sales Force Automation        

Leads Yes Yes Yes Yes

Contacts Yes Yes Yes Yes

Accounts Yes Yes Yes Yes

Opportunities Yes Yes Yes Yes

Tasks, Calendar, Call Log, and Notes Yes Yes Yes Yes

CRM Views Yes Yes Yes Yes

Sales Forecasting Yes Yes Yes -

BCC dropbox for email Yes Yes - -

Macros Yes Yes - -

Multiple Currencies Yes - - -

Contextual Custom Related Lists Yes - - -

Feeds - Team Collaboration        

Status Updates Yes Yes Yes Yes

Direct Messages Yes Yes Yes Yes

Attach Files to Feeds Yes Yes Yes Yes

Follow-up Rules Yes Yes Yes Yes

Groups for Team Collaboration Yes Yes Yes -

Social        

Integration with Twitter Yes Yes Yes Yes

Integration with Facebook Yes Yes Yes Yes

Social Tab Yes Yes - -

Capture Leads from Twitter/Facebook Yes Yes - -

Contextual Social Interaction with Leads/Contacts Yes Yes - -

Marketing Automation        

Email Templates Unlimited Unlimited 100 2

Email Opt-out Yes Yes Yes Yes

Website Visitor TrackingPowered by Zoho SalesIQ. Activate integration with Zoho SalesIQ to proactively live chat with visitors. Yes Yes Yes -

Mass Email 1000 emails/day 500 emails/day 250 emails/day -

Marketing Campaigns Yes Yes Yes -

Auto-responders Yes - - -

Zoho CRM for Google AdWords Yes - - -

Customer Support        

Cases Yes Yes - -

Solutions Yes Yes - -

Inventory Management        

Products Yes Yes - -

Price Books Yes Yes - -

Sales Quotes Yes Yes - -

Sales Orders Yes Yes - -

Invoices Yes Yes - -

Vendors Yes Yes - -

Purchase Orders Yes Yes - -

Document Library        

Folder Sharing Yes Yes Yes -

Attach Documents Yes Yes Yes -

File Versioning Yes Yes Yes -

Reviews Yes Yes Yes -

Analytics        

Standard Reports Yes Yes Yes Yes

Custom Reports Yes Yes Yes -

Schedule Reports Yes Yes Yes -

Standard Dashboards Yes Yes Yes -

Custom Dashboards Yes Yes Yes -

Web Forms        

Web to Lead Form Yes Yes Yes Yes

Web to Contact Form Yes Yes Yes Yes

Web to Case Form Yes Yes - -

Notify Owner Yes Yes Yes -

File Storage        

Free Storage/Org 1 GB 1 GB 1 GB 1 GB

Free Storage/User License 1 GB 512 MB 512 MB -

Additional Storage $4/month/5 GB $4/month/5 GB $4/month/5 GB -

Data Administration        

Data Storage (All Modules) Unlimited Unlimited 100,000 5000

Import Data (per batch) 20,000 20,000 10,000 1000

Export Module Data Yes Yes Yes Yes

API for Third-party Integration Yes Yes Yes Yes

Monthly Data Backup Yes Yes Yes -

Additional Data Backup $10/request $10/request $10/request $10/request

De-duplicate Data Yes Yes - -

Security Administration        

Profiles Yes Yes Yes -

Organizational Hierarchy (Roles) Yes Yes Yes -

Field-level Security Yes Yes - -

Data Sharing Rules Yes - - -

Groups Yes Yes Yes -

Territory Management Yes - - -

Product Customization        

Page Layout Yes Yes Yes Yes

Rename Tabs Yes Yes Yes Yes

Custom Fields Yes Yes Yes -

Custom Links Yes Yes - -

Web Tabs Yes - - -

Tab Groups Yes - - -

Custom Modules Yes - - -

Workflow Management        

Workflow Rules Yes Yes Yes -

Workflow Alerts Yes Yes Yes -

Workflow Tasks Yes Yes Yes -

Assignment Rules Yes Yes - -

Webhooks Yes Yes - -

Workflow Approval Yes - - -

Field Updates Yes - - -

Custom Functions using Deluge Script Yes - - -

Time-based Actions Yes - - -

Automated Pulse Follow-ups Yes - - -

Case Escalation Rules Yes - - -

Zoho CRM Integrations        

Integration with Zoho Campaigns Yes Yes Yes -

Integration with Zoho ReportsAvailable in all the paid editions of Zoho CRM and you need the Standard Plan ($50/month for 5 users) or above in Zoho Reports. Yes Yes Yes -

Integration with Zoho Projects Yes Yes Yes -

Integration with Zoho SalesIQ Yes Yes Yes -

Integration with Zoho Support Yes Yes Yes -

Integration with Zoho SurveyAvailable in all the paid editions of Zoho CRM and you need the Standard Plan ($19/month) or above in Zoho Survey. Yes Yes Yes -

Zoho Mail Add-on Yes Yes - -

Zoho Writer Add-on Yes Yes - -

Zoho Invoice/Books Integration Yes Yes - -

Plug-in for Microsoft Outlook Yes Yes - -

Plug-in for Microsoft Office Yes Yes - -

Integration with Zoho Creator Yes - - -

Zoho PhoneBridge for Call Centers Yes Yes - -

Online Connector for Twilio Yes Yes - -

Online Connector for Ringio Yes Yes - -

On-premise Connector for Avaya Yes Yes - -

On-premise Connector for Asterisk Yes Yes - -

On-premise Connector for Elastix Yes Yes - -

Integration with Google Apps        

Zoho CRM Contextual Gadget for Gmail Yes Yes Yes Yes

Export Events to Google Calendar Yes Yes Yes Yes

Export to Google Tasks Yes Yes Yes Yes

Synchronize Google Calendar Yes Yes Yes -

Synchronize Google Contact Yes Yes Yes -

Zoho CRM Web Forms for Google Sites Yes Yes Yes -

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Mobile Edition Enterprise Professional Standard Free

iPad, iPhone and Android devices Yes Yes Yes Yes

View Records Yes Yes Yes Yes

View Related Records Yes Yes Yes Yes

Search Records in Phone or Zoho CRM Service Yes Yes Yes Yes

Send Email to Leads & Contacts Yes Yes Yes Yes

Make Phone Calls Yes Yes Yes Yes

View Customer Location in Google Maps Yes Yes Yes Yes

View Records in Offline Mode Yes Yes Yes Yes

Create, Edit or Delete Records Yes Yes Yes Yes

Log Phone Calls Yes Yes Yes Yes

Create, Edit or Delete Records in Offline Mode Yes Yes Yes Yes

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