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Zoho CRM - Plan Comparison

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PRICING
 
Billed AnnuallyFree for 3 users/user/month/user/month/user/month/user/month
Billed MonthlyFree for 3 users/user/user/user/user
SALES FORCE AUTOMATION
LeadsYesYesYesYesYes
ContactsYesYesYesYesYes
AccountsYesYesYesYesYes
DealsYesYesYesYesYes
Tasks, events, call log, and notesYesYesYesYesYes
CRM viewsYesYesYesYesYes
Sales forecasting-YesYesYesYes
BCC dropbox for email-YesYesYesYes
Email insights--YesYesYes
Macros---YesYes
Multiple currencies----Yes
Contextual custom related lists----Yes
SalesSignals---YesYes
Advanced filtersYesYesYesYesYes
Scoring rules--10 fields/module20 fields/module30 fields/module
Reminders-YesYesYesYes
Email parser----Yes
Email Association with Deals---YesYes
PRODUCT CUSTOMIZATION
Page customizationYesYesYesYesYes
Rename tabsYesYesYesYesYes
Custom fields-5 fields/module10 fields/module155 fields/module (Note: Activities module has only 140 fields)310 fields/module (Note: Activities module has only 230 fields)
Picklist history tracking----Yes
Custom links---10/module10/module
Web tabs----25
Custom modules----50 modules
Custom buttons----50/module
Sandbox----Yes
Page layouts----3/module
Canvas view----3 views/module/org. with every user license
Layout Rules----10/layout
Validation Rules---5 rules/layout10 rules/layout
Subforms----2/module
Translations----Yes
Reporting Hierarchy----Yes
Multi-select Lookup----2/module
Unique fields--2 fields/module2 fields/module2 fields/module
Custom list views5/module50/module50/moduleUnlimitedUnlimited
Tab groups--10 groups10 groups25 groups
WORKFLOW MANAGEMENT
Workflow rules1 rule/module2 rules/module
2 conditions/rule		6 rules/module
5 conditions/rule		20 rules/module
5 conditions/rule		50 rules/module
10 conditions/rule
Email Notification5 emails/rule
50 emails/ User License
150 emails/ Day		5 emails/rule
50 emails/ User License
5000 emails/ Day		5 emails/rule
100 emails/ User License
5000 emails/ Day		5 emails/rule
200 emails/ User License
5000 emails/ Day		5 emails/rule
300 emails/ User License
5000 emails/ Day
Task Action5/action5/action5/action5/action5/action
Field update Action---3 updates/action3 updates/action
Webhook Action---1/action
10000 calls/day or 100 calls/user license/day
Limit applicable for the org. (whichever is lower)		1/action
20000 calls/day or 500 calls/user license/day
Limit applicable for the org. (whichever is lower)
Convert Action--YesYesYes
Functions----1 Instant Action and 5 Scheduled Actions per Rule
Scheduled Actions----5/workflow rule
Approval process----Yes
Assignment rules---20 rules & 20 rule entries20 rules & 50 rule entries
Schedules----Yes
Case escalation rules----Yes
PROCESS MANAGEMENT
No. of Blueprints allowed per organization (inclusive of default Blueprints) Active Blueprints---320
Common Transition per Blueprint---25
Transition per Blueprint---10100
Field count during Transition---410
ARTIFICIAL INTELLIGENCE (ZIA)
Lead Conversion Prediction----Yes
Deal Closure Prediction----Yes
Data Enrichment----Paid Extension
Supported in English only. Zia Voice----Yes
Zia Reminder----Yes
Best time to contact----Yes
Macro suggestion----Yes
Zia Intelligence for Automation----Yes
REPORTS
Standard reportsYesYesYesYesYes
Custom reports-25100UnlimitedUnlimited
Schedule reports-5 Schedulers/user Maximum 100 schedulers/day.20 Schedulers/user Maximum 100 schedulers/day.20 Schedulers/user Maximum 100 schedulers/day.20 Schedulers/user Maximum 100 schedulers/day.
ANALYTICS
ChartsYesYesYesYesYes
KPI-YesYesYesYes
Funnels----Yes
Target Meter----Yes
Comparator----Yes
Anomaly Detectors (Powered by Zia)----10 trends
Standard dashboards-YesYesYesYes
Custom dashboards-3 Dashboards10 DashboardsUnlimitedUnlimited
SOCIAL
Enrich data with Twitter profile-YesYesYesYes
Enrich data with Facebook profile-YesYesYesYes
Social tab-1 Brand1 Brand1 Brand2 Brands
Automated Lead Generation from social media-YesYesYesYes
Social interaction with leads/contacts-YesYesYesYes
An exclusive edition of Zoho Social comes bundled with Zoho CRM. Learn more Social Lite-YesYesYesYes
MARKETING AUTOMATION
Email templates1025100UnlimitedUnlimited
Email opt-outYesYesYesYesYes
A functionality of the Zoho SalesIQ integration. Website visitor trackingYesYesYesYesYes
Mass email-250 emails/day250 emails/day500 emails/day1000 emails/day
Email relay---10 relay servers20 relay servers
Marketing campaigns-YesYesYesYes
Auto-responders----3 autoresponders
Zoho CRM for Google Ads---YesYes
WEB FORMS
Web-to-lead form1 form/module2 form/module5 form/module10 form/module20 form/module
Web-to-contact form1 form/module2 form/module5 form/module10 form/module20 form/module
Web-to-case form---YesYes
Notify owner-YesYesYesYes
TEAM COLLABORATION
Gamescope---YesYes
CalendarYesYesYesYesYes
Calendar sync through CalDAV-YesYesYesYes
Calendar Booking-YesYesYesYes
Status updatesYesYesYesYesYes
Direct messagesYesYesYesYesYes
Attach files to feedsYesYesYesYesYes
Follow-up rulesYesYesYesYesYes
Groups for team collaboration-YesYesYesYes
Tagging--5 tags/record
20 tags/module		10 tags/record
60 tags/module		10 tags/record
100 tags/module
INVENTORY MANAGEMENT
Products---YesYes
Price books---YesYes
Sales quotes---YesYes
Sales orders---YesYes
Invoices---YesYes
Vendors---YesYes
Purchase orders---YesYes
CUSTOMER SUPPORT
Cases---YesYes
Solutions---YesYes
Web-to-case form---10 forms/module20 forms/module
Business hoursYesYesYesYesYes
USER PORTAL
First portal user type creation is free and only upto 10k client based users can be invited for free. Creation of more than one portal user type will include pricing. Portals----Yes
DOCUMENT LIBRARY
Folder sharingYesYesYesYesYes
Attach documentsYesYesYesYesYes
File versioningYesYesYesYesYes
ReviewsYesYesYesYesYes
FILE STORAGE
Free storage/org1 GB1 GB1 GB1 GB1 GB
Free storage/user license-512 MB512 MB512 MB1 GB
Additional storage-/month/5GB/month/5GB/month/5GB/month/5GB
DATA ADMINISTRATION
Data storage (all modules)5,000 records10,000 records100,000 recordsUnlimitedUnlimited
Import data (per batch)100010,00010,00020,00030,000
Export module dataYesYesYesYesYes
Data backup-1 backups/month2 backups/month2 backups/month2 backups/month
Data backup/request/request/request/request/request
De-duplicate data---YesYes
Import historyPast 60 daysPast 60 daysPast 60 daysPast 60 daysPast 60 days
SECURITY ADMINISTRATION
Profiles2351525
Organizational hierarchy (Roles)23510250
Field-level security---YesYes
Data sharing rules----15 rules/module
Groups--203050
Record-level sharing----Yes
Data Encryption (EAR)----Yes
Territory management----150 territories
Audit Logs-YesYesYesYes
Allowed IPs-YesYesYesYes
ADD-ONS & INTEGRATIONS **
CRM Marketplace (Extensions for Zoho CRM)--YesYesYes
Zoho PhoneBridge for Call Centers-YesYesYesYes
Integration with Zoho MotivatorYesYesYesYesYes
Integration with Zoho CampaignsYesYesYesYesYes
Integration with Zoho AnalyticsYesYesYesYesYes
Integration with Zoho ProjectsYesYesYesYesYes
Integration with Zoho SalesIQYesYesYesYesYes
Integration with Zoho DeskYesYesYesYesYes
Integration with Zoho Cliq-YesYesYesYes
Survey campaigns can only be created in Enterprise edition and above. Integration with Zoho SurveyYesYesYesYesYes
Integration with Zoho Social-YesYesYesYes
Integration with Zoho Forms-YesYesYesYes
Zoho Mail Add-on---YesYes
Zoho Writer Add-on---YesYes
Includes Zoho Books, Zoho Invoice, Zoho Expense, Zoho Inventory and Zoho Subscriptions. Zoho Finance Suite Integration---YesYes
Zoho Webinar Integration----Yes
Zoho Backstage Integration----Yes
Plug-in for Microsoft Outlook---YesYes
Plug-in for Microsoft Office---YesYes
Integration with Zoho Creator----Yes
Slack Integration-YesYesYesYes
Zoho SalesInbox----Yes
INTEGRATION WITH GOOGLE APPS
Zoho CRM contextual gadget for GmailYesYesYesYesYes
Export events to Google CalendarYesYesYesYesYes
Export to Google TasksYesYesYesYesYes
Zoho CRM web forms for Google Sites-1/module1/module10/module20/module
Synchronize Google Calendar-YesYesYesYes
Synchronize Google Contact-YesYesYesYes
DEVELOPER TOOLS
Mobile SDK----Yes
Web Apps SDK----Yes
Widgets----Yes
Connections----Yes
API limits vary based upon user license purchased. Please visit here to know more. API5000 credits/day/org.100000 credits/day/org.100000 credits/day/org.500000 credits/day/org.1000000 credits/day/org.
Functions limits vary based upon user license purchased. Please visit here to know more. Functions-10,000 credits/day/org.15,000 credits/day/org.20,000 credits/day/org.100,000 credits/day/org.
Functions - Send Mail-1000 emails/day.1000 emails/day.1000 emails/day.1000 emails/day.
SUPPORT
BasicYesYesYesYesYes
Classic-YesYesYesYes
Premium-PaidPaidPaidPaid
Enterprise-PaidPaidPaidPaid
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** Integrations with third-party vendors and products within the Zoho family often require paid licenses from both Zoho CRM and the integrated software.

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Mobile features on every plan.

  • Access customer emails
  • Locate prospects anywhere across the globe
  • Manage inventory
  • Work offline
  • Log phone calls
  • Add voice notes
  • Check in
  • View customer location in Google Maps
  • Collaborate using feeds
  • Attach files from Zoho Docs
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