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Pricing     

Monthly pricing (Billed annually)Free for 10 users$1210 /user /month$2016 /user /month$35 30 /user /month$5040 /user /month

Monthly pricing (Billed monthly)Free for 10 users$1512 /user /month$2520 /user /month$40 35 /user /month$6050 /user /month

Sales force automation     

LeadsYesYesYesYesYes

ContactsYesYesYesYesYes

AccountsYesYesYesYesYes

OpportunitiesYesYesYesYesYes

Tasks, events, call log, and notesYesYesYesYesYes

Calendar sync through CalDAV-YesYesYesYes

CRM viewsYesYesYesYesYes

Sales forecasting-YesYesYesYes

BCC dropbox for email--YesYesYes

Email insights-YesYesYesYes

Macros--YesYesYes

Multiple currencies---YesYes

Contextual custom related lists---YesYes

SalesSignals--YesYesYes

Gamescope--YesYesYes

Advanced filtersYesyesyesYesYes

Scoring rules-10 rules/module20 rules/module30 rules/module30 rules/module

Reminders-yesyesYesYes

Feeds - Team collaboration     

Status updatesYesYesYesYesYes

Direct messagesYesYesYesYesYes

Attach files to feedsYesYesYesYesYes

Follow-up rulesYesYesYesYesYes

Groups for team collaboration-YesYesYesYes

Social     

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 Track up to 5K website visitors for each user license with Zoho SalesIQ. (e.g. If you have 20 licenses, track 100,000 website visitors.)-YesYesYesYes

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

Zia     

Trend analysis---YesYes

Best time to contact---YesYes

Macro suggestion---YesYes

Customer support     

Cases--YesYesYes

Solutions--YesYesYes

Web-to-case form--10 forms/module20 forms/module20 forms/module

Business hours---YesYes

Inventory management     

Products--YesYesYes

Price books--YesYesYes

Sales quotes--YesYesYes

Sales orders--YesYesYes

Invoices--YesYesYes

Vendors--YesYesYes

Purchase orders--YesYesYes

Document library     

Folder sharingYesYesYesYesYes

Attach documentsYesYesYesYesYes

File versioningYesYesYesYesYes

ReviewsYesYesYesYesYes

Analytics     

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
/org
250 calls/user
license
Max: 5000 calls/day
Min: 2000 calls/day
250 calls/user
license
Max: 10000 calls/day
Min: 3000 calls/day
500 calls/user
license
Max: 25000 calls/day
Min: 4000 calls/day
500 calls/user
license
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

Import historyPast 60 daysPast 60 daysPast 60 daysPast 60 daysPast 60 days

Security administration     

Profiles25152525

Organizational hierarchy (Roles)2510250250

Field-level security--YesYesYes

Data sharing rules---15 rules15 rules

Groups-20305050

Record-level sharing---YesYes

Territory management---150 territories150 territories

Audit Logs-YesYesYesYes

Allowed IPs-YesYesYesYes

Product customization     

Page customizationYesYesYesYesYes

Rename tabsYesYesYesYesYes

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

Custom links--YesYesYes

Web tabs---2525

Custom modules---50 modules50 modules

Custom buttons---50/module50/module

Page layouts---3/module3/module

Unique fields-2 fields/module2 fields/module2 fields/module2 fields/module

Custom list views5/module50/moduleUnlimitedUnlimitedUnlimited

Tab groups-10 groups10 groups25 groups25 groups

Workflow management     

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

Schedules---YesYes

Case escalation rules---YesYes

Blueprint---YesYes

Add-ons & Integrations     

CRM Marketplace*
(Extensions for Zoho CRM)
-YesYesYesYes

Integration with Zoho MotivatorYesYesYesYes  CRM Plus includes Zoho Motivator.Yes

Integration with Zoho Campaigns-YesYesYes  CRM Plus includes the Enterprise edition of Zoho Campaigns.Yes

Integration with Zoho ReportsYesYesYesYes  CRM Plus includes the professional and Enterprise edition of Zoho Reports.Yes

Integration with Zoho ProjectsYesYesYesYes  CRM Plus includes features from the Enterprise edition of Zoho Projects for the number of users your license covers.Yes

Integration with Zoho SalesIQYesYesYesYes  CRM Plus includes the Enterprise edition of Zoho SalesIQ.Yes

Integration with Zoho DeskYesYesYesYes CRM Plus includes the Enterprise edition of Zoho Desk.Yes

Integration with Zoho SurveyYesYesYesYes  CRM Plus includes the Enterprise edition of Zoho Survey.Yes

Integration with Zoho Social-YesYesYes  CRM Plus includes the Professional edition of Zoho Social.Yes

Integration with Zoho Forms-YesYesYesYes

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

Slack Integration-YesYesYesYes

Zoho SalesInbox---YesYes

Zoho PhoneBridge *
for Call Centers
     

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 Knowlarity-YesYesYesYes

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

* Integrations with third-party vendors and products within the Zoho family often require paid licenses from both Zoho CRM and the integrated software.

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