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PRICING (plus tax, as applicable)
Billed AnnuallyFree for 3 users /user /month /user /month /user /month/user/month
Billed monthlyFree for 3 users /user /user /userAvailable only in yearly plan
SUPPORT
BasicYesYesYesYesYes
Classic-YesYesYesYes
SALES FORCE AUTOMATION
LeadsYesYesYesYesYes
ContactsYesYesYesYesYes
AccountsYesYesYesYesYes
OpportunitiesYesYesYesYesYes
Tasks, events, call log, and notesYesYesYesYesYes
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
Advanced filtersYesYesYesYesYes
Scoring rules-10 rules/module20 rules/module30 rules/module30 rules/module
Reminders-YesYesYesYes
Email parser---YesYes
Email Association with Deals--YesYesYes
PRODUCT CUSTOMIZATION
Page customizationYesYesYesYesYes
Rename tabsYesYesYesYesYes
Custom fields-10 fields/module150 fields/module (Note: Activities module has only 140 fields)305 fields/module (Note: Activities module has only 230 fields)505 fields/module (Note: Activities module has only 230 fields)
Custom links--10/module10/module50/module
Web tabs---2525
Custom modules---50 modules50 modules
Custom buttons---50/module50 modules
Sandbox---YesYes
Page layouts---3/module3/module
Canvas view---3 views/module/org. with every user licenseYes
Layout Rules---10/layout10/layout
Validation Rules--5 rules/layout10 rules/layout25 rules/layout
Subforms---2/module2/module
Translations ---YesYes
Reporting Hierarchy---YesYes
Multi-select Lookup---2/module2/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 condition/module6 condition/module20 condition/module50 condition/module 50 entries/rule50 condition/module 50 entries/rule
(No. of Users * 100) or 5000 Emails can be sent per day depending on the lower limit.
Email Notification5 emails/action5 emails/action5 emails/action5 emails/action5 emails/actionTask Action5/action5/action5/action5/action5/action
Field update Action--3 updates/action3 updates/action3 updates/action
Webhook Action--1/action 10000 calls/day or 100 calls/user license1/action 10000 calls/day or 100 calls/user license1/action 50000 calls/day or 1000 calls/user license
Convert Action-YesYesYesYes
Functions using Deluge script---1 Instant Action and 5 Scheduled Actions per Rule1 Instant Action and 5 Scheduled Actions per Rule
Scheduled Actions---5/workflow rule5/workflow rule
Approval process---YesYes
Assignment rules--20 rules & 20 rule entries20 rules & 50 rule entries50 rules & 100 rule entries
Schedules---YesYes
Case escalation rules---YesYes
PROCESS MANAGEMENT
Active Blueprints per module--32020
Common Transition per Blueprint--255
Transition per Blueprint--10100100
Field count during Transition--41010
ARTIFICIAL INTELLIGENCE (ZIA)
Lead Conversion Prediction---YesYes
Deal Closure Prediction ---YesYes
Supported in English only.
Zia Voice---YesYesZia Reminder---YesYes
Best time to contact---YesYes
Macro suggestion---YesYes
Zia Intelligence for Automation-YesYesYesYes
REPORTS
Standard reportsYesYesYesYesYes
Custom reports-100UnlimitedUnlimitedUnlimited
Schedule reports-20 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
ChartYesYesYesYesYes
KPI -YesYesYesYes
Funnel Analytics ---YesYes
Target---YesYes
Comparator---YesYes
Anomaly Detectors (Powered by Zia) ---10 trends10 trends
Standard dashboards-YesYesYesYes
Custom dashboards-10 DashboardsUnlimitedUnlimitedUnlimited
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
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Website visitor tracking-YesYesYesYesMass email-250 emails/day500 emails/day1000 emails/day1000 emails/day
Marketing campaigns-YesYesYesYes
Auto-responders---3 autoresponders3 autoresponders
Zoho CRM for Google AdWords--YesYesYes
WEB FORMS
Web-to-lead formYesYesYesYesYes
Web-to-contact formYesYesYesYesYes
Web-to-case form--YesYesYes
Notify owner-YesYesYesYes
TEAM COLLABORATION
Gamescope--YesYesYes
CalendarYesYesYesYesYes
Calendar sync through CalDAV-YesYesYesYes
Status updatesYesYesYesYesYes
Direct messagesYesYesYesYesYes
Attach files to feedsYesYesYesYesYes
Follow-up rulesYesYesYesYesYes
Groups for team collaboration-YesYesYesYes
Tagging-10 tags/ module30 tags/ module50 tags/ module100 tags/ module
INVENTORY MANAGEMENT
Products--YesYesYes
Price books--YesYesYes
Sales quotes--YesYesYes
Sales orders--YesYesYes
Invoices--YesYesYes
Vendors--YesYesYes
Purchase orders--YesYesYes
CUSTOMER SUPPORT
Cases--YesYesYes
Solutions--YesYesYes
Web-to-case form--10 forms/module20 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---YesYesDOCUMENT LIBRARY
Folder sharingYesYesYesYesYes
Attach documentsYesYesYesYesYes
File versioningYesYesYesYesYes
ReviewsYesYesYesYesYes
FILE STORAGE
Free storage/org1 GB1 GB1 GB1 GB1 GB
Free storage/user license-512 MB512 MB1 GB1 GB
Additional storage-/month/5 GB/month/5 GB/month/5 GB/month/5 GB
DATA ADMINISTRATION
Data storage (all modules)25,000100,000UnlimitedUnlimitedUnlimited
Import data (per batch)100010,00020,00030,00030,000
Export module dataYesYesYesYesYes
Data backup-2 backups/month2 backups/month2 backups/month2 backups/month
Additional data backup/request/request/request/request/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 rules/module15 rules/module
Groups-203050100
Record-level sharing---YesYes
Data Encryption (EAR)---YesYes
Territory management---150 territories250 territories
Audit Logs-YesYesYesYes
Allowed IPs-YesYesYesYes
CATALYST
Mobile Apps---YesYes
Mobile Device Management---YesYes
Web Apps---YesYes
ADD-ONS & INTEGRATIONS **
CRM Marketplace (Extensions for Zoho CRM)-YesYesYesYes
Zoho PhoneBridge for Call Centers-YesYesYesYes
Integration with Zoho MotivatorYesYesYesYesYes
Integration with Zoho Campaigns-YesYesYesYes
Integration with Zoho ReportsYesYesYesYesYes
Integration with Zoho ProjectsYesYesYesYesYes
Integration with Zoho SalesIQYesYesYesYesYes
Integration with Zoho DeskYesYesYesYesYes
Integration with Zoho Cliq-YesYesYesYes
Integration with Zoho SurveyYesYesYesYesYes
Integration with Zoho Social-YesYesYesYes
Integration with Zoho Forms-YesYesYesYes
Zoho Mail Add-on--YesYesYes
Zoho Writer Add-on--YesYesYes
Includes Zoho Books, Zoho Invoice, Zoho Expense, Zoho Inventory and Zoho Subscriptions.
Zoho Finance Suite Integration--YesYesYesPlug-in for Microsoft Outlook--YesYesYes
Plug-in for Microsoft Office--YesYesYes
Integration with Zoho Creator---YesYes
Slack Integration-YesYesYesYes
Zoho SalesInbox---YesYes
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
DEVELOPER TOOLS
Mobile SDK---YesYes
Widgets---YesYes
Connections---YesYes
API limits vary based upon user license purchased. Please visit here to know more.
API5000 calls/day/org.100000 calls/day/org.***100000 calls/day/org.***300000 calls/day/org.***500000 calls/day/org.***** Integrations with third-party vendors and products within the Zoho family often require paid licenses from both Zoho CRM and the integrated software.
*** API limits vary based upon user license purchased. Please visit here to know more.
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/user /month billed annually* 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