Compare Zoho CRM Editions.

Zoho CRM - Plan Comparison

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PRICING
 
Billed AnnuallyFree for 3 users/user/month/user/month/user/month/user/month
Billed MonthlyFree for 3 users/user/user/user/user
SALES FORCE AUTOMATION
LeadsYesYesYesYesYes
ContactsYesYesYesYesYes
AccountsYesYesYesYesYes
DealsYesYesYesYesYes
Tasks, events, call log, and notesYesYesYesYesYes
CRM viewsYesYesYesYesYes
Sales forecasting-YesYesYesYes
BCC dropbox for email-YesYesYesYes
Email insights--YesYesYes
Macros---YesYes
Multiple currencies----Yes
Contextual custom related lists----Yes
SalesSignals---YesYes
Advanced filtersYesYesYesYesYes
Scoring rules--10 fields/module20 fields/module30 fields/module
Reminders-YesYesYesYes
Email parser----Yes
Email Association with Deals---YesYes
PRODUCT CUSTOMIZATION
Page customizationYesYesYesYesYes
Rename tabsYesYesYesYesYes
Custom fields-5 fields/module10 fields/module155 fields/module (Note: Activities module has only 140 fields)310 fields/module (Note: Activities module has only 230 fields)
Picklist history tracking----Yes
Custom links---10/module10/module
Web tabs----25
Custom modules----100 modules
(2 modules/user license)
Custom buttons----50 buttons
Sandbox----Yes
Page layouts----3/module
Canvas view----3 views/module/org. with every user license
Layout Rules----10/layout
Validation Rules---5 rules/layout10 rules/layout
Subforms----2/module
Translations----Yes
Reporting Hierarchy----Yes
Multi-select Lookup----2/module
Unique fields--2 fields/module2 fields/module2 fields/module
Custom list views5/module50/module50/moduleUnlimitedUnlimited
Tab groups--10 groups10 groups25 groups
WORKFLOW MANAGEMENT
Workflow rules1 rule/module2 rules/module
2 conditions/rule		6 rules/module
5 conditions/rule		20 rules/module
5 conditions/rule		50 rules/module
10 conditions/rule
Email Notification5 emails/rule
50 emails/ User License
150 emails/ Day		5 emails/rule
50 emails/ User License
5000 emails/ Day		5 emails/rule
100 emails/ User License
5000 emails/ Day		5 emails/rule
200 emails/ User License
10000 emails/ Day		5 emails/rule
500 emails/ User License
25000 emails/ Day
Task Action5/action5/action5/action5/action5/action
Field update Action---3 updates/action3 updates/action
Webhook Action---1/action
10000 calls/day or 100 calls/user license/day
Limit applicable for the org. (whichever is lower)		1/action
25000 calls/day or 500 calls/user license/day
Limit applicable for the org. (whichever is lower)
Convert Action--YesYesYes
Functions----1 Instant Action and 5 Scheduled Actions per Rule
Scheduled Actions----5/workflow rule
Approval process----Yes
Assignment rules---20 rules & 20 rule entries20 rules & 50 rule entries
Schedules----Yes
Case escalation rules----Yes
PROCESS MANAGEMENT
No. of Blueprints allowed per organization (inclusive of default Blueprints) Active Blueprints---320
Common Transition per Blueprint---210
Transition per Blueprint---1050
Field count during Transition---410
ARTIFICIAL INTELLIGENCE (ZIA)
Lead Conversion Prediction----Yes
Deal Closure Prediction----Yes
Data Enrichment----Yes
Supported in English only. Zia Voice----Yes
Zia Reminder----Yes
Best time to contact----Yes
Macro suggestion----Yes
Zia Intelligence for Automation----Yes
REPORTS
Standard reportsYesYesYesYesYes
Custom reports-25100UnlimitedUnlimited
Schedule reports-5 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
ChartsYesYesYesYesYes
KPI-YesYesYesYes
Funnels----Yes
Target Meter----Yes
Comparator----Yes
Anomaly Detectors (Powered by Zia)----10 trends
Standard dashboards-YesYesYesYes
Custom dashboards-3 Dashboards10 DashboardsUnlimitedUnlimited
SOCIAL
Enrich data with Twitter profile-YesYesYesYes
Enrich data with Facebook profile-YesYesYesYes
Social tab-1 Brand1 Brand1 Brand2 Brands
Automated Lead Generation from social media-YesYesYesYes
Social interaction with leads/contacts-YesYesYesYes
An exclusive edition of Zoho Social comes bundled with Zoho CRM. Learn more Social Lite-YesYesYesYes
MARKETING AUTOMATION
Email templates1025100UnlimitedUnlimited
Email opt-outYesYesYesYesYes
A functionality of the Zoho SalesIQ integration. Website visitor trackingYesYesYesYesYes
Mass email-250 emails/day250 emails/day500 emails/day1000 emails/day
Email relay---10 relay servers20 relay servers
Marketing campaigns-YesYesYesYes
Auto-responders----3 autoresponders
Zoho CRM for Google Ads---YesYes
WEB FORMS
Web-to-lead form1 form/module2 form/module5 form/module10 form/module20 form/module
Web-to-contact form1 form/module2 form/module5 form/module10 form/module20 form/module
Web-to-case form---YesYes
Notify owner-YesYesYesYes
TEAM COLLABORATION
Gamescope---YesYes
CalendarYesYesYesYesYes
Calendar sync through CalDAV-YesYesYesYes
Calendar Booking-YesYesYesYes
Status updatesYesYesYesYesYes
Direct messagesYesYesYesYesYes
Attach files to feedsYesYesYesYesYes
Follow-up rulesYesYesYesYesYes
Groups for team collaboration-YesYesYesYes
Tagging--5 tags/record
20 tags/module		10 tags/record
60 tags/module		10 tags/record
100 tags/module
INVENTORY MANAGEMENT
Products---YesYes
Price books---YesYes
Sales quotes---YesYes
Sales orders---YesYes
Invoices---YesYes
Vendors---YesYes
Purchase orders---YesYes
CUSTOMER SUPPORT
Cases---YesYes
Solutions---YesYes
Web-to-case form---10 forms/module20 forms/module
Business hoursYesYesYesYesYes
USER PORTAL
First portal user type creation is free with 10k portal invites. Additional portals could be purchased within the product. Portals----Yes
DOCUMENT LIBRARY
Folder sharingYesYesYesYesYes
Attach documentsYesYesYesYesYes
File versioningYesYesYesYesYes
ReviewsYesYesYesYesYes
FILE STORAGE
Free storage/org1 GB1 GB1 GB1 GB1 GB
Free storage/user license-512 MB512 MB512 MB1 GB
Additional file storage-/month/5GB/month/5GB/month/5GB/month/5GB
DATA ADMINISTRATION
Data storage (all modules)5,000 records (10 MB approx)10,000 records (20 MB approx)100,000 records (200 MB approx)2.5 Million records (5GB)5 Million records (10GB)
Storage/user license---10 MB20 MB
Additional max purchase limit---5 GB10 GB
Price mentioned is per month. Purchase available offline. Additional data storage---/100 MB/100 MB
Import data (per batch)100010,00010,00020,00030,000
Export module dataYesYesYesYesYes
Free Data backup-1 backups/month2 backups/month2 backups/month2 backups/month
Additional Data backup/request/request/request/request/request
De-duplicate data---YesYes
Import historyPast 60 daysPast 60 daysPast 60 daysPast 60 daysPast 60 days
SECURITY ADMINISTRATION
Profiles2351525
Organizational hierarchy (Roles)23510250
Field-level security---YesYes
Data sharing rules----15 rules/module
Groups--203050
Record-level sharing----Yes
Data Encryption (EAR)----Yes
Territory management----150 territories
Audit Logs-YesYesYesYes
Allowed IPs-YesYesYesYes
ADD-ONS & INTEGRATIONS **
CRM Marketplace (Extensions for Zoho CRM)--YesYesYes
Zoho PhoneBridge for Call Centers-YesYesYesYes
Integration with Zoho MotivatorYesYesYesYesYes
Integration with Zoho CampaignsYesYesYesYesYes
Integration with Zoho AnalyticsYesYesYesYesYes
Integration with Zoho ProjectsYesYesYesYesYes
Integration with Zoho SalesIQYesYesYesYesYes
Integration with Zoho DeskYesYesYesYesYes
Integration with Zoho Cliq-YesYesYesYes
Survey campaigns can only be created in Enterprise edition and above. Integration with Zoho SurveyYesYesYesYesYes
Integration with Zoho Social-YesYesYesYes
Integration with Zoho Forms-YesYesYesYes
Zoho Mail Add-on---YesYes
Zoho Writer Add-on---YesYes
Includes Zoho Books, Zoho Invoice, Zoho Expense, Zoho Inventory and Zoho Subscriptions. Zoho Finance Suite Integration---YesYes
Zoho Webinar Integration----Yes
Zoho Backstage Integration----Yes
Plug-in for Microsoft Outlook---YesYes
Plug-in for Microsoft Office---YesYes
Integration with Zoho Creator----Yes
Slack Integration-YesYesYesYes
Zoho SalesInbox----Yes
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/module1/module10/module20/module
Synchronize Google Calendar-YesYesYesYes
Synchronize Google Contact-YesYesYesYes
DEVELOPER TOOLS
Mobile SDK----Yes
Web Apps SDK----Yes
Widgets----Yes
Connections----Yes
API limits vary based upon user license purchased. Please visit here to know more. API5000 credits/day/org.100000 credits/day/org.100000 credits/day/org.500000 credits/day/org.1000000 credits/day/org.
Functions limits vary based upon user license purchased. Please visit here to know more. Functions-10,000 credits/day/org.15,000 credits/day/org.20,000 credits/day/org.100,000 credits/day/org.
Functions - Send Mail-1000 emails/day.1000 emails/day.1000 emails/day.1000 emails/day.
SUPPORT
BasicYesYesYesYesYes
Classic-YesYesYesYes
Premium-PaidPaidPaidPaid
Enterprise-PaidPaidPaidPaid
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** Integrations with third-party vendors and products within the Zoho family often require paid licenses from both Zoho CRM and the integrated software.

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CRM Plus bundle of products /user/month billed annually

Mobile features on every plan.

CRM Mobile app screen
  • 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
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