Compare Zoho CRM editions.

Zoho CRM - Plan Comparison

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FREE

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STANDARD

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PROFESSIONAL

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ENTERPRISE

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PRICING (plus tax, as applicable)
Billed AnnuallyFree for 3 users/user/month/user/month/user/month
Billed monthlyFree for 3 users/user/user/user
SUPPORT
BasicYesYesYesYes
Classic-YesYesYes
Premium support is included for free in Ultimate Edition. Learn more Premium--PaidPaid
SALES FORCE AUTOMATION
LeadsYesYesYesYes
ContactsYesYesYesYes
AccountsYesYesYesYes
OpportunitiesYesYesYesYes
Tasks, events, call log, and notesYesYesYesYes
CRM viewsYesYesYesYes
Sales forecasting-YesYesYes
BCC dropbox for email--YesYes
Email insights-YesYesYes
Macros--YesYes
Multiple currencies---Yes
Contextual custom related lists---Yes
SalesSignals--YesYes
Advanced filtersYesYesYesYes
Scoring rules-10 rules/module20 rules/module30 rules/module
Reminders-YesYesYes
Email parser---Yes
Email Association with Deals--YesYes
PRODUCT CUSTOMIZATION
Page customizationYesYesYesYes
Rename tabsYesYesYesYes
Custom fields-10 fields/module150 fields/module (Note: Activities module has only 140 fields)310 fields/module (Note: Activities module has only 230 fields)
Custom links--10/module10/module
Web tabs---25
Custom modules---50 modules
Custom buttons---50/module
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/moduleUnlimitedUnlimited
Tab groups-10 groups10 groups25 groups
WORKFLOW MANAGEMENT
Workflow rules1 rule/module6 rules/module20 rules/module50 rules/module
(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/action
Task Action5/action5/action5/action5/action
Field update Action--3 updates/action3 updates/action
Webhook Action--1/action 10000 calls/day or 100 calls/user license1/action 10000 calls/day or 100 calls/user license
Convert Action-YesYesYes
Functions using Deluge script---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
Active Blueprints per module--320
Common Transition per Blueprint--25
Transition per Blueprint--10100
Field count during Transition--410
ARTIFICIAL INTELLIGENCE (ZIA)
Lead Conversion Prediction---Yes
Deal Closure Prediction---Yes
Data Enrichment---Paid Extension
Supported in English only. Zia Voice---Yes
Zia Reminder---Yes
Best time to contact---Yes
Macro suggestion---Yes
Zia Intelligence for Automation-YesYesYes
REPORTS
Standard reportsYesYesYesYes
Custom reports-100UnlimitedUnlimited
Schedule reports-20 Schedulers/user Maximum 100 schedulers/day.20 Schedulers/user Maximum 100 schedulers/day.20 Schedulers/user Maximum 100 schedulers/day.
ANALYTICS
ChartYesYesYesYes
KPI-YesYesYes
Funnel Analytics---Yes
Target---Yes
Comparator---Yes
Anomaly Detectors (Powered by Zia)---10 trends
Standard dashboards-YesYesYes
Custom dashboards-10 DashboardsUnlimitedUnlimited
SOCIAL
Integration with TwitterYesYesYesYes
Integration with FacebookYesYesYesYes
Integration with Google+YesYesYesYes
Social tab--YesYes
Capture leads from Twitter/Facebook--YesYes
Social interaction with leads/contacts--YesYes
MARKETING AUTOMATION
Email templates10100UnlimitedUnlimited
Email opt-outYesYesYesYes
Track up to 5k website visitors for free with Zoho SalesIQ. Track any number of visitors with Zoho SalesIQ's paid plans. Website visitor tracking-YesYesYes
Mass email-250 emails/day500 emails/day1000 emails/day
Marketing campaigns-YesYesYes
Auto-responders---3 autoresponders
Zoho CRM for Google Ads--YesYes
WEB FORMS
Web-to-lead formYesYesYesYes
Web-to-contact formYesYesYesYes
Web-to-case form--YesYes
Notify owner-YesYesYes
TEAM COLLABORATION
Gamescope--YesYes
CalendarYesYesYesYes
Calendar sync through CalDAV-YesYesYes
Status updatesYesYesYesYes
Direct messagesYesYesYesYes
Attach files to feedsYesYesYesYes
Follow-up rulesYesYesYesYes
Groups for team collaboration-YesYesYes
Tagging-10 tags/module30 tags/module50 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 hoursYesYesYesYes
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---Yes
DOCUMENT LIBRARY
Folder sharingYesYesYesYes
Attach documentsYesYesYesYes
File versioningYesYesYesYes
ReviewsYesYesYesYes
FILE STORAGE
Free storage/org1 GB1 GB1 GB1 GB
Free storage/user license-512 MB512 MB1 GB
Additional storage-/month/5GB/month/5GB/month/5GB
DATA ADMINISTRATION
Data storage (all modules)25,000100,000UnlimitedUnlimited
Import data (per batch)100010,00020,00030,000
Export module dataYesYesYesYes
Data backup-2 backups/month2 backups/month2 backups/month
Data backup/request/request/request/request
De-duplicate data--YesYes
Import historyPast 60 daysPast 60 daysPast 60 daysPast 60 days
SECURITY ADMINISTRATION
Profiles251525
Organizational hierarchy (Roles)2510250
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-YesYesYes
Allowed IPs-YesYesYes
CATALYST
Mobile Apps---Yes
Mobile Device Management---Yes
Web Apps---Yes
ADD-ONS & INTEGRATIONS **
CRM Marketplace (Extensions for Zoho CRM)-YesYesYes
Zoho PhoneBridge for Call Centers-YesYesYes
Integration with Zoho MotivatorYesYesYesYes
Integration with Zoho Campaigns-YesYesYes
Integration with Zoho ReportsYesYesYesYes
Integration with Zoho ProjectsYesYesYesYes
Integration with Zoho SalesIQYesYesYesYes
Integration with Zoho DeskYesYesYesYes
Integration with Zoho Cliq-YesYesYes
Integration with Zoho SurveyYesYesYesYes
Integration with Zoho Social-YesYesYes
Integration with Zoho Forms-YesYesYes
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
Plug-in for Microsoft Outlook--YesYes
Plug-in for Microsoft Office--YesYes
Integration with Zoho Creator---Yes
Slack Integration-YesYesYes
Zoho SalesInbox---Yes
INTEGRATION WITH GOOGLE APPS
Zoho CRM contextual gadget for GmailYesYesYesYes
Export events to Google CalendarYesYesYesYes
Export to Google TasksYesYesYesYes
Zoho CRM web forms for Google Sites-1/module10/module20/module
Synchronize Google Calendar-YesYesYes
Synchronize Google Contact-YesYesYes
DEVELOPER TOOLS
Mobile SDK---Yes
Widgets---Yes
Connections---Yes
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.***
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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.
*** API limits vary based upon user license purchased. Please visit here to know more.

A unified customer-centric offering for the entire customer lifecycle.

Along with all the features of the Enterprise Edition, Zoho CRM Plus also includes email marketing, customer surveys, visitor tracking, social media marketing, project management, and advanced analytics.

What's included in CRM Plus?

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/user/month billed annually

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
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