Compare Zoho CRM edition

Compare the different editions of CRM to find the best fit for your business.

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PRICING (Local taxes (VAT, GST, etc.) will be charged in addition to the prices mentioned.)
Billed AnnuallyFree for 3 users500/user/month720/user/month1,200/user/month2,100/user/month2700/user/month
Billed MonthlyFree for 3 users600/user1,080/user1,800/user2,700/user3,300/user
SALES FORCE AUTOMATION
LeadsYesYesYesYesYesYes
ContactsYesYesYesYesYesYes
AccountsYesYesYesYesYesYes
DealsYesYesYesYesYesYes
Tasks, events, call log, and notesYesYesYesYesYesYes
CRM viewsYesYesYesYesYesYes
Sales forecasting-YesYesYesYesYes
BCC dropbox for email-YesYesYesYesYes
Email insights--YesYesYesYes
Macros---YesYesYes
Multiple currencies----YesYes
Contextual custom related lists----YesYes
SalesSignals---YesYesYes
Custom signals----YesYes
Advanced filtersYesYesYesYesYesYes
Scoring rules--10 fields/module20 fields/module30 fields/module50 fields/module
Assignment rules---YesYesYes
Reminders-YesYesYesYesYes
Email parser----YesYes
Email Association with Deals---YesYesYes
Wizards----YesYes
Multiple Pipelines--YesYesYesYes
PRODUCT CUSTOMIZATION
Page customizationYesYesYesYesYesYes
Rename tabsYesYesYesYesYesYes
Custom fields-10 fields/module10 fields/module155 fields/module300 fields/module500 fields/module
Picklist history tracking----YesYes
Custom links---YesYesYes
Web tabs----YesYes
Custom modules----100 modules
(2 modules/user license)
500 modules
(5 modules/user license)
Custom buttons----YesYes
Sandbox----YesYes
Page layouts----YesYes
Canvas view----YesYes
Layout Rules----YesYes
Validation Rules---5 rules/layout10 rules/layout25 rules/layout
Subforms----YesYes
Translations----YesYes
Custom list views5/module50/module50/moduleUnlimitedUnlimitedUnlimited
Tab groups--YesYesYesYes
AUTOMATION & PROCESS MANAGEMENT
Workflow RulesYesYesYesYesYesYes
Approval Process----YesYes
Schedules----YesYes
No. of Blueprints allowed per organization (inclusive of default Blueprints) Active Blueprints---350100
Webhooks per day---1/action 10,000 calls/day or 100 calls/user license/day Limit applicable for the org. (whichever is lower)1/action 100,000 calls/day or 500 calls/user license/day Limit applicable for the org. (whichever is lower)1/action 500,000 calls/day or 1000 calls/user/day Limit applicable for the org. (whichever is lower)
Email Notifications per day50 emails/user license, 150 emails/day (whichever is lower)100 emails/user license, 5,000 emails/day (whichever is lower)100 emails/user license, 5,000 emails/day (whichever is lower)200 emails/user license, 10,000 emails/day (whichever is lower)500 emails/user license, 25,000 emails/day (whichever is lower)1,000 emails/user license, 50,000 emails/day (whichever is lower)
Review Process----YesYes
CommandCenter----YesYes
PREDICTION AND ARTIFICIAL INTELLIGENCE (ZIA)
Lead Conversion Prediction----YesYes
Deal Closure Prediction----YesYes
Data Enrichment----YesYes
Supported in English only. Zia Voice----YesYes
Zia Reminder----YesYes
Best time to contact----YesYes
Macro suggestion----YesYes
Zia Intelligence for Automation----YesYes
Prediction Builder----2 Prediction models/Org20 Prediction models/Org
Assignment suggestion by Zia----YesYes
Workflow suggestions by Zia----YesYes
Data enrichment from email signatures, capture events from emails, intent and sentiment analysis of emails for organizations with above 25 users. AI for emails----YesYes
For organizations with 25 users and above. Recommendation engine----1 recommendation model/Org10 recommendation models/Org
Image Validation----1 rule/Org20 rules/Org
REPORTS
Standard reportsYesYesYesYesYesYes
Custom reports-25100UnlimitedUnlimitedUnlimited
Schedule reports-YesYesYesYesYes
ANALYTICS AND MEASUREMENT
Charts-YesYesYesYesYes
KPI-YesYesYesYesYes
Funnels----YesYes
Target Meter----YesYes
Comparator----YesYes
Cohorts----YesYes
Quadrants----YesYes
Anomaly Detectors (Powered by Zia)----10 trends Additional 1/user (Maximum 50)20 trends Additional 2/user (Maximum 100)
Standard dashboards-YesYesYesYesYes
Custom dashboards-3 Dashboards10 DashboardsUnlimitedUnlimitedUnlimited
Webform Analytics----YesYes
Webform A/B Testing----YesYes
Analytics Mobile App - Analytics Studio--YesYesYesYes
Analytics - Enhancements in Anomaly Component with notifications in Zia----YesYes
Workflow reports----YesYes
SOCIAL
Enrich data with Twitter profile-YesYesYesYesYes
Enrich data with Facebook profile-YesYesYesYesYes
Social tab-YesYesYesYesYes
Automated Lead Generation from social media-YesYesYesYesYes
Social interaction with leads/contacts-YesYesYesYesYes
An exclusive edition of Zoho Social comes bundled with Zoho CRM. Learn more Social Lite-YesYesYesYesYes
MARKETING AUTOMATION
Email templates1025100UnlimitedUnlimitedUnlimited
Email opt-outYesYesYesYesYesYes
A functionality of the Zoho SalesIQ integration.Website visitor trackingYesYesYesYesYesYes
This limit applies only to the org's sales activities. Kindly check Zoho Campaigns for campaigning purpose. Mass email-YesYesYesYesYes
Email relay---YesYesYes
Email AuthenticationYesYesYesYesYesYes
Marketing campaigns-YesYesYesYesYes
Marketing Attribution----YesYes
Customer segmentation----YesYes
Auto-responders----YesYes
Zoho CRM for Google Ads---YesYesYes
WEB FORMS
Web-to-lead form1 form/module2 forms/module5 forms/module10 forms/module20 forms/module100 forms/module
Web-to-contact form1 form/module2 forms/module5 forms/module10 forms/module20 forms/module100 forms/module
Web-to-case form---YesYesYes
Notify owner-YesYesYesYesYes
TEAM COLLABORATION
Gamescope---YesYesYes
CalendarYesYesYesYesYesYes
Calendar sync through CalDAV-YesYesYesYesYes
Calendar Booking-YesYesYesYesYes
Status updatesYesYesYesYesYesYes
Direct messagesYesYesYesYesYesYes
Attach files to feedsYesYesYesYesYesYes
Follow-up rulesYesYesYesYesYesYes
Groups for team collaboration-YesYesYesYesYes
Tagging--YesYesYesYes
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/module100 forms/module
Business hoursYesYesYesYesYesYes
Case escalation rules----YesYes
USER PORTAL
First portal user type creation is free with 10k portal invites. Additional portals could be purchased within the product. Portals----YesYes
DOCUMENT LIBRARY
Folder sharingYesYesYesYesYesYes
Attach documentsYesYesYesYesYesYes
File versioningYesYesYesYesYesYes
ReviewsYesYesYesYesYesYes
FILE STORAGE
Free storage/org1 GB1 GB1 GB1 GB1 GB5 GB
Free storage/user license-512 MB512 MB512 MB1 GB2 GB
Additional file storage-240/month/5GB240/month/5GB240/month/5GB240/month/5GB240/month/5GB
DATA ADMINISTRATION
1-200 users
All modules Data storage5,000 records (10 MB)10,000 records (20 MB)100,000 records (200 MB)10 GB (5M records approx)10 GB (5M records approx)10 GB (5M records approx)
Additional Storage per user license---20 MB50 MB100 MB
Price mentioned is per month. Purchase available offline. Additional data storage---240/100 MB240/100 MB240/100 MB
Above 200 users
All modules Data storage5,000 records (10 MB)10,000 records (20 MB)100,000 records (200 MB)10 GB (5M records approx)15 GB (7.5M records approx)30 GB (15M records approx)
Additional Storage per user license---20 MB50 MB100 MB
Price mentioned is per month. Purchase available offline. Additional data storage---120/100 MB120/100 MB120/100 MB
Import data (per batch)1000 records10,000 records10,000 records20,000 records30,000 records50,000 records
Export module dataYesYesYesYesYesYes
Free Data backup-1 backups/month2 backups/month2 backups/month2 backups/month4 backups/month
Additional Data backup600/request600/request600/request600/request600/request600/request
De-duplicate data---YesYesYes
Import historyYesYesYesYesYesYes
SECURITY ADMINISTRATION
ProfilesYesYesYesYesYesYes
Organizational hierarchy (Roles)YesYesYesYesYesYes
Reporting Hierarchy----YesYes
Field-level security---YesYesYes
Data sharing rules----15 rules/module100 rules/module
Groups--203050250
Record-level sharing----YesYes
Data Encryption (EAR)----YesYes
Territory management----150 territories250 territories
Audit Logs-YesYesYesYesYes
Allowed IPs-YesYesYesYesYes
GDPR ComplianceYesYesYesYesYesYes
DEVELOPER TOOLS
Mobile SDK----YesYes
Web Apps SDK----YesYes
Widgets----YesYes
Connections----YesYes
API limits vary based upon user license purchased. Please visit here to know more. API5,000 credits/day/org.100,000 credits/day/org.100,000 credits/day/org.500,000 credits/day/org.1,000,000 credits/day/org (1000/user license).Unlimited credits/day/org (2000/user license).
Functions limits vary based upon user license purchased. Please visit here to know more. Functions----200,000 credits/day/org (500/user license).Unlimited credits/day/org (1000/user license).
ADD-ONS & INTEGRATIONS Integrations with third-party vendors and products within the Zoho family often require paid licenses from both Zoho CRM and the integrated software.
Online Meetings--Zoom, GoToMeeting, Zoho Meeting and 12 others
Telephony and PBX--Ring.io, Amazon Connect, Zoho PhoneBridge and 106 others
Team Collaboration--Slack, Teams, Zoho Cliq and 9 others
Office Productivity--Zapier, Trello, Zoho Flow and 26 others
Storage--Google Drive, Dropbox, Zoho Workdrive and 4 others
Analytics--Zoho Analytics, Google Analytics, dotConnect and 10 others
Email Marketing--Mailchimp, Zoho Campaigns and 4 others
Customer Service--Zendesk, Zoho Desk and 15 others
Finance--PayPal, Quickbooks, Pay U, Zoho Finance Suite Integration and 18 others
Business Operations--Amazon Seller Central, FedEx Rate Comparator and Shipment Tracking and 15 others
INTEGRATION WITH MICROSOFT
Plug-in for Microsoft Outlook---YesYesYes
Integration with Microsoft 365---YesYesYes
INTEGRATION WITH G-SUITE
Zoho CRM contextual gadget for GmailYesYesYesYesYesYes
Export events to Google CalendarYesYesYesYesYesYes
Export to Google TasksYesYesYesYesYesYes
Zoho CRM web forms for Google Sites-1/module1/module10/module20/module100/module
Synchronize Google Calendar-YesYesYesYesYes
Synchronize Google Contact-YesYesYesYesYes
SUPPORT
BasicYesYesYesYesYesYes
Classic-YesYesYesYesYes
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Last updated on: June 18, 2020
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