Compare Zoho CRM edition

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    PRICING (Local taxes (VAT, GST, etc.) will be charged in addition to the prices mentioned.)
    Billed AnnuallyFree for 3 users₹500/user/month₹720/user/month₹1,200/user/month₹2,100/user/month₹2700/user/month
    Billed MonthlyFree for 3 users₹600/user₹1,080/user₹1,800/user₹2,700/user₹3,300/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--YesYesYesYes
    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 50,000 calls/day or 100 calls/user license/day Limit applicable for the org. (whichever is lower)1/action 500,000 calls/day or 500 calls/user license/day Limit applicable for the org. (whichever is lower)1/action 10,00,000 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 20 users. AI for emails----YesYes
    For organizations with 20 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
    Zoho CRM Analytics Mobile App--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
    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 GB1 GB
    Additional file storage-₹240/month/5GB₹240/month/5GB₹240/month/5GB₹240/month/5GB₹240/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 MB₹240/100 MB₹240/100 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 MB₹120/100 MB₹120/100 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 backup₹600/request₹600/request₹600/request₹600/request₹600/request₹600/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 and 18 others
    Business Operations--Amazon Seller Central and 15 others
    A functionality of the Zoho SalesIQ integration.Website visitor trackingYesYesYesYesYesYes
    INTEGRATION WITH MICROSOFT
    Plug-in for Microsoft Outlook---YesYesYes
    Integration with Microsoft 365--YesYesYesYes
    INTEGRATION WITH Google Workspace
    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
    Premium-PaidPaidPaidPaidPaid
    Enterprise-PaidPaidPaidPaidPaid
    Last updated on: July 16, 2021
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