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Pricing          

Monthly pricing (Billed annually) Free for 10 users $12 /user /month $20 /user /month $35 /user /month $50 /user /month

Monthly pricing (Billed monthly) Free for 10 users $15 /user /month $25 /user /month $40 /user /month $60 /user /month

Sales Force Automation          

Leads Yes Yes Yes Yes Yes

Contacts Yes Yes Yes Yes Yes

Accounts Yes Yes Yes Yes Yes

Opportunities Yes Yes Yes Yes Yes

Tasks, Events, Call Log, and Notes Yes Yes Yes Yes Yes

CRM Views Yes Yes Yes Yes Yes

Sales Forecasting - Yes Yes Yes Yes

BCC Dropbox for email - - Yes Yes Yes

Macros- - Yes Yes Yes

Multiple Currencies - - - Yes Yes

Contextual Custom Related Lists - - - Yes Yes

Feeds - Team Collaboration         

Status Updates Yes Yes Yes Yes Yes

Direct Messages Yes Yes Yes YesYes

Attach Files to Feeds Yes Yes Yes YesYes

Follow-up Rules Yes Yes Yes Yes Yes

Groups for Team Collaboration -Yes Yes Yes Yes

Social         

Integration with Twitter Yes Yes Yes YesYes

Integration with Facebook Yes Yes Yes YesYes

Social Tab - -Yes Yes Yes

Capture Leads from Twitter/Facebook - -Yes Yes Yes

Social Interaction with Leads/Contacts - - Yes YesYes

Marketing Automation         

Email Templates 10 100 Unlimited Unlimited Unlimited

Email Opt-out Yes Yes Yes YesYes

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

Mass Email- 250 emails/day 500 emails/day1000 emails/day1000 emails/day

Marketing Campaigns -Yes Yes Yes Yes

Auto-responders - - -YesYes

Zoho CRM for Google AdWords - - -YesYes

Customer Support         

Cases - -Yes YesYes

Solutions - -Yes YesYes

Inventory Management         

Products- - Yes Yes Yes

Price Books - - Yes Yes Yes

Sales Quotes- - Yes Yes Yes

Sales Orders - - Yes Yes Yes

Invoices - - Yes Yes Yes

Vendors - - Yes Yes Yes

Purchase Orders- - Yes Yes Yes

Document Library          

Folder Sharing YesYes Yes Yes Yes

Attach Documents YesYes Yes Yes Yes

File Versioning YesYes Yes Yes Yes

Reviews YesYes Yes Yes Yes

Analytics          

Standard Reports Yes Yes Yes Yes Yes

Custom Reports - 100 Unlimited UnlimitedUnlimited

Schedule Reports - Yes Yes Yes Yes

Standard Dashboards - 10 Unlimited Unlimited Unlimited

Custom Dashboards - 10 Unlimited Unlimited Unlimited

Web Forms          

Web to Lead Form Yes Yes Yes Yes Yes

Web to Contact Form Yes Yes Yes YesYes

Web to Case Form- - Yes Yes Yes

Notify Owner - Yes Yes Yes Yes

File Storage          

Free Storage/Org 1 GB 1 GB 1 GB 1 GB1 GB

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

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

Data Administration          

Data Storage (All Modules)25,000100,000 Unlimited Unlimited Unlimited

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

Export Module Data Yes Yes Yes Yes Yes

API for Third-party Integration Yes Yes Yes YesYes

Monthly Data Backup -Yes Yes Yes Yes

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

De-duplicate Data - -Yes Yes Yes

Security Administration         

Profiles Yes Yes Yes YesYes

Organizational Hierarchy (Roles) Yes Yes Yes YesYes

Field-level Security - - Yes Yes Yes

Data Sharing Rules - - - YesYes

Groups -Yes Yes YesYes

Territory Management - - -Yes Yes

Product Customization         

Page Layout Yes Yes Yes YesYes

Rename Tabs Yes Yes Yes YesYes

Custom Fields -Yes Yes Yes Yes

Custom Links - -Yes YesYes

Web Tabs- - - Yes Yes

Tab Groups - - -Yes Yes

Custom Modules - - - YesYes

Workflow Management         

Workflow Rules Yes Yes Yes Yes Yes

Workflow Alerts Yes Yes Yes Yes Yes

Workflow Tasks Yes Yes Yes Yes Yes

Assignment Rules- - Yes YesYes

Webhooks - - Yes Yes Yes

Approval Process - - - Yes Yes

Workflow Field Updates - -Yes Yes Yes

Custom Functions using Deluge Script - - -Yes Yes

Time-based Actions - - - Yes Yes

Automated Pulse Follow-ups - - - Yes Yes

Case Escalation Rules - - -YesYes

Zoho CRM Integrations         

Integration with Zoho Campaigns Yes Yes YesYes Yes

Integration with Zoho ReportsYou need the Standard Plan ($50/month for 5 users) or above in Zoho Reports. Yes Yes Yes Yes Yes

Integration with Zoho Projects Yes Yes Yes YesYes

Integration with Zoho SalesIQ Yes Yes Yes Yes Yes

Integration with Zoho Support Yes Yes Yes YesYes

Integration with Zoho SurveyYou need the Standard Plan ($19/month) or above in Zoho Survey. Yes Yes Yes Yes Yes

Zoho Mail Add-on- - Yes Yes Yes

Zoho Writer Add-on- - Yes Yes Yes

Zoho Invoice/Books Integration - -Yes Yes Yes

Plug-in for Microsoft Outlook- - Yes Yes Yes

Plug-in for Microsoft Office - - Yes Yes Yes

Integration with Zoho Creator - - -Yes Yes

Zoho PhoneBridge for Call Centers- - Yes Yes Yes

Online Connector for Twilio - -Yes Yes Yes

Online Connector for Ringio - - Yes Yes Yes

On-premise Connector for Avaya - -Yes Yes Yes

On-premise Connector for Asterisk - -Yes Yes Yes

On-premise Connector for Elastix - -Yes YesYes

Integration with Google Apps          

Zoho CRM Contextual Gadget for Gmail Yes Yes Yes Yes Yes

Export Events to Google Calendar Yes Yes Yes Yes Yes

Export to Google Tasks Yes Yes Yes Yes Yes

Synchronize Google Calendar- Yes Yes Yes Yes

Synchronize Google Contact - Yes Yes Yes Yes

Zoho CRM Web Forms for Google Sites -Yes Yes Yes Yes

Zoho CampaignsCreate effective email campaigns to reach and interact with your prospects. Learn More ---- Yes

Zoho SalesIQProactively chat with your website visitors and convert them into prospects. Learn More ---- Yes

Zoho Social Create, schedule and deliver your social media content when your audience is most likely to engage. Learn More ---- Yes

Zoho SupportDeliver unmatched customer service across multiple channels, languages and time zones. Learn More ---- Yes

Zoho ProjectsPlan, track and collaborate on client deliverables using our project management tools. Learn More ---- Yes

Zoho ReportsGain data-driven insights on your sales performance with smart dashboards and KPIs. Learn More ---- Yes

Zoho SurveyGather opinions, analyze results and discover better ways to exceed customer expectations. Learn More ---- Yes

Mobile features on every plan

iPad, iPhone and Android devices

View Records

View Related Records

Search Records in Phone or Zoho CRM Service

Send Email to Leads & Contacts

Make Phone Calls

View Customer Location in Google Maps

View Records in Offline Mode

Create, Edit or Delete Records

Log Phone Calls

Create, Edit or Delete Records in Offline Mode