Sales, Marketing and Customer Support
- Leads, Accounts, Contacts and Sales Opportunities
- Sales Forecasting
- Unlimited Reports, Dashboards and Schedule Reports
- Cases, Solutions and Escalation Rules
- Campaigns, Email Marketing, Opt-out and Auto-responders
- Activities, Calendar and Reminders
CRM Administration
- Roles, Profiles and Field-level security
- Groups and Data Sharing Rules
- Advanced Product Customization
- Workflow Rules, Alerts, Tasks and Field Updates
- Copy Customization
- API for Third-party Integration
- Import 20,000 records per batch
- Advanced Web Forms for Leads, Contacts and Cases
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Inventory Management
- Products & Price Books
- Sales Quotes
- Sales Orders
- Invoices
- Vendors
- Purchase Orders
Other Features
- Unlimited Data Storage per organization
- 500 MB File Storage per organization
- Data de-duplication tool
- Email, Forums and Telephone Support
Extras & Add-ons
- Zoho Mail Add-on - $3 /user/month
- Outlook Plug-in - $3 /user/month
- Office Plug-in - $3 /user/month
- Export Data (relational data backup) - $10 /request
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