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Monthly pricing (Billed annually)Free for 10 users$1210 /user /month$2016 /user /month$3528 /user /month$5040 /user /month

Monthly pricing (Billed monthly)Free for 10 users$1512 /user /month$2520 /user /month$4035 /user /month$6050 /user /month

Sales force automation     





Tasks, events, call log, and notesYesYesYesYesYes

Calander Sync through CalDAV-YesYesYesYes

CRM viewsYesYesYesYesYes

Sales forecasting-YesYesYesYes

BCC dropbox for email--YesYesYes

Email Insights--YesYesYes


Multiple currencies---YesYes

Contextual custom related lists---YesYes



Advanced filtersYesyesyesYesYes

Feeds - Team collaboration     

Status updatesYesYesYesYesYes

Direct messagesYesYesYesYesYes

Attach files to feedsYesYesYesYesYes

Follow-up rulesYesYesYesYesYes

Groups for team collaboration-YesYesYesYes


Integration with TwitterYesYesYesYesYes

Integration with FacebookYesYesYesYesYes

Integration with Google+YesYesYesYesYes

Social tab--YesYesYes

Capture Leads from Twitter/Facebook--YesYesYes

Social Interaction with leads/contacts--YesYesYes

Marketing automation     

Email templates10100UnlimitedUnlimitedUnlimited

Email opt-outYesYesYesYesYes

Website visitor tracking Powered by Zoho SalesIQ. Activate integration with Zoho SalesIQ to proactively live chat with visitors.YesYesYesYesYes

Mass email-250 emails/day500 emails/day1000 emails/day1000 emails/day

Marketing campaigns-YesYesYesYes

Auto-responders---3 autoresponders3 autoresponders

Zoho CRM for Google AdWords--YesYesYes

Customer support     



Inventory management     


Price books--YesYesYes

Sales quotes--YesYesYes

Sales orders--YesYesYes



Purchase orders--YesYesYes

Document library     

Folder sharingYesYesYesYesYes

Attach documentsYesYesYesYesYes

File versioningYesYesYesYesYes



Standard reportsYesYesYesYesYes

Custom reports-100UnlimitedUnlimitedUnlimited

Schedule reports-20 Schedulers/user Maximum 100 schedulers/day for Org.20 Schedulers/user Maximum 100 schedulers/day for Org.20 Schedulers/user Maximum 100 schedulers/day for Org.20 Schedulers/user Maximum 100 schedulers/day for Org.

Standard dashboards-10UnlimitedUnlimitedUnlimited

Custom dashboards-10 DashboardsUnlimitedUnlimitedUnlimited

Web forms     

Web to lead formYesYesYesYesYes

Web to contact formYesYesYesYesYes

Web to case form--YesYesYes

Notify owner-YesYesYesYes

File storage     

Free storage/org1 GB 1 GB1 GB1 GB1 GB

Free storage/user license-512 MB512 MB1 GB1 GB

Additional storage-$43/month/5 GB$43/month/5 GB$43/month/5 GB$43/month/5 GB

Data administration     

Data storage (all modules)25,000100,000UnlimitedUnlimitedUnlimited

Import data (per batch)100010,00020,00030,00030,000

Export module dataYesYesYesYesYes

API for third-party integration1000 calls/day
250 calls/user
Max: 5000 calls/day
Min: 2000 calls/day
250 calls/user
Max: 10000 calls/day
Min: 3000 calls/day
500 calls/user
Max: 25000 calls/day
Min: 4000 calls/day
500 calls/user
Max: 25000 calls/day
Min: 4000 calls/day

Data backup-2 backups/month2 backups/month2 backups/month2 backups/month

Additional data backup$108/request$108/request$108/request$108/request$108/request

De-duplicate data--YesYesYes

Security administration     


Organizational hierarchy (Roles)2510250250

Field-level security--YesYesYes

Data sharing rules---15 rules15 rules


Record-Level Sharing---YesYes

Territory management---150 territories150 territories

Product customization     

Page customizationYesYesYesYesYes

Rename tabsYesYesYesYesYes

Custom fields-10/module150/module
(Note: Activities module
has only 140 fields)
(Note: Activities module
has only 140 fields)
(Note: Activities module
has only 140 fields)

Custom links--YesYesYes

Web tabs---2525

Tab groups---YesYes

Custom modules---50 modules50 modules

Custom buttons---50/module50/module

Page layouts---3/module.3/module.

Workflow management     

Workflow rules1/module6/module20/module50/module
50 entries/rule
50 entries/rule

Workflow alerts5/action5/action5/action5/action5/action

Workflow tasks5/action5/action5/action5/action5/action

Assignment rules--20 rules
20 rule entries
20 rules
50 rule entries
20 rules
50 rule entries

Webhooks --1/action 10000 calls/day or
100 calls/user license
1/action 20000 calls/day or
500 calls/user license
1/action 20000 calls/day or
500 calls/user license

Approval process---YesYes

Workflow field updates--3 updates/action3 updates/action3 updates/action

Workflow convert-YesYesYesYes

Custom functions using Deluge script---1 Instant Action
and 5 TimeBased
Actions per Rule
1 Instant Action
and 5 TimeBased
Actions per Rule

Time-based actions---5/workflow rule5/workflow rule


Case escalation rules---YesYes

Zoho CRM Integrations     

Integration with Zoho MotivatorYesYesYesYesYes

Integration with Zoho CampaignsYesYesYesYesYes

Integration with Zoho Reports You need the Standard Plan ($5040/month for 5 users) or above in Zoho Reports.YesYesYesYesYes

Integration with Zoho ProjectsYesYesYesYesYes

Integration with Zoho SalesIQYesYesYesYesYes

Integration with Zoho DeskYesYesYesYesYes

Integration with Zoho Survey You need the Standard Plan ($1915/month) or above in Zoho Survey.YesYesYesYesYes

Integration with Zoho FormsYesYesYesYesYes

Zoho Mail Add-on--YesYesYes

Zoho Writer Add-on--YesYesYes

Zoho Invoice/Books Integration--YesYesYes

Plug-in for Microsoft Outlook--YesYesYes

Plug-in for Microsoft Office--YesYesYes

Integration with Zoho Creator---YesYes

Zoho PhoneBridge for Call Centers-YesYesYesYes

Online Connector for RingCentral-YesYesYesYes

Online Connector for Twilio-YesYesYesYes

Online Connector for Ringio-YesYesYesYes

Online Connector for Promero-YesYesYesYes

Online Connector for Ozonetel-YesYesYesYes

Online Connector for talkdesk-YesYesYesYes

Online Connector for KnowlarityYesYesYesYesYes

On-premise Connector for Avaya-YesYesYesYes

On-premise Connector for Asterisk-YesYesYesYes

On-premise Connector for Elastix-YesYesYesYes

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/module10/module20/module20/module

Synchronize Google Calendar-YesYesYesYes

Synchronize Google Contact-YesYesYesYes

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

Zoho SalesIQ Proactively 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 Desk Deliver unmatched customer service across multiple channels, languages and time zones. Learn More----Yes

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

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

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

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