Zoho CRM Plus Complete Feature List
A list of all the features available to help you deliver the best customer experience.
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CRM
SalesIQ
Desk
Projects
Campaigns
Social
Survey
Analytics
Add-ons
CRM - Sales Force Automation
| Sales Force Automation | Availability |
|---|---|
| Leads | |
| Contacts | |
| Accounts | |
| Deals | |
| Activities - Tasks, Events, Calls & Notes | |
| CRM views | |
| Sales Forecasting | |
| BCC dropbox for email | |
| Email insights | |
| Macros | |
| Multiple currencies | |
| Contextual custom related lists | |
| SalesSignals | |
| Custom signals | |
| Advanced filters | |
| Scoring rules | 50 fields/module |
| Assignment rules | |
| Reminders | |
| Email parser | |
| Email Association with Deals | |
| Wizards | |
| Multiple pipelines | |
| Multiple Scoring Rules | 40 rules/module |
| Recurring Activities | |
| Product Customization | Availability |
| Page customization | |
| Rename tabs | |
| Custom fields | 500 fields/module (Note: Activities module has only 230 fields) |
| Picklist history tracking | |
| Custom links | |
| Web tabs | |
| Custom modules | 500 modules (5 modules/user license) |
| Custom buttons | |
| Sandbox | Configuration type - 7, Configuration and Data type - 3 |
| Page layouts | |
| Canvas view | 5 views/user/module |
| Canvas Detailed View | 25 views/org |
| Layout rules | |
| Validation rules | 25 rules/layout |
| Subforms | |
| Translations | |
| Custom list views | Unlimited |
| Tab groups | |
| Automation and Process Management | Availability |
| Workflow rules | |
| Approval process | |
| Schedules | |
| Active Blueprints No. of Blueprints allowed per organization (inclusive of default Blueprints) | 100 |
| Webhooks per day | 1/action 10,00,000 calls/day or 1000 calls/user/day Limit applicable for the org. (whichever is lower) |
| Email notifications per day | 1,000 emails/user license, 50,000 emails/day (whichever is lower) |
| Review process | |
| CommandCenter | |
| Prediction and Artificial Intelligence | Availability |
| Data enrichment Available only in English | |
| Zia voice Conversational AI | |
| Zia reminder | |
| Best time to contact | |
| Macro suggestion | |
| Zia intelligence for automation | |
| Prediction builder | 20 prediction models/org |
| Assignment suggestion by Zia | |
| Workflow suggestions by Zia | |
| AI for emails Data enrichment from email signatures, capture events from emails, intent and sentiment analysis of emails for organizations with above 25 users. | |
| Recommendation engine For organizations with 25 users and above. | 10 recommendation models/org |
| Image validation | 20 rules/org |
| Recommendations Notifications | 5 Notifications/Configuration |
| Reports | Availability |
| Standard reports | |
| Custom reports | Unlimited |
| Schedule reports | |
| Analytics and Measurement | Availability |
| Charts | |
| KPI | |
| Funnels | |
| Target meter | |
| Comparator | |
| Cohorts | |
| Quadrants | |
| Zone | |
| Anomaly detectors (Powered by Zia) | 20 trends Additional 2/user (Maximum 100) |
| Standard dashboards | |
| Custom dashboards | Unlimited |
| Webform analytics | |
| Webform A/B testing | |
| Analytics Mobile App - Analytics Studio | |
| Analytics - Enhancements in Anomaly Component with notifications in Zia | |
| Workflow reports | |
| Social (CRM) | Availability |
| Enrich data with Twitter profile | |
| Enrich data with Facebook profile | |
| Social tab | |
| Automated lead generation from social media | |
| Social interaction from leads/contacts | |
| Marketing automation (CRM) | Availability |
| Email templates | Unlimited |
| Email opt-out | |
| Website visitor tracking A functionality of the Zoho SalesIQ integration. | |
| Mass email | |
| Email relay | |
| Email authentication | |
| Marketing campaigns | |
| Marketing attribution | |
| Custom segmentation | |
| Auto responders | |
| CRM for Google Ads | |
| Webforms | Availability |
| Web-to-lead form | 100 forms/ module |
| Web-to-contact form | 100 forms/ module |
| Web-to-case form | |
| Notify owner | |
| Team Collaboration | Availability |
| Gamescope | |
| Calendar | |
| Calendar sync through CalDAV | |
| Calendar booking | |
| Status updates | |
| Direct messages | |
| Attach files to feeds | |
| Follow-up Rules | |
| Groups for team collaboration | |
| Tagging | |
| Inventory Management | Availability |
| Products | |
| Price Books | |
| Quotes | |
| Sales Orders | |
| Invoices | |
| Vendors | |
| Purchase Orders | |
| Inventory Templates | |
| Customer support | Availability |
| Cases | |
| Solutions | |
| Web-to-case form | 100 forms/module |
| Business hours | |
| Case escalation rules | |
| User portal | Availability |
| Portals | |
| Document Library | Availability |
| Folder sharing | |
| Attach documents | |
| File versioning | |
| Reviews | |
| File Storage | Availability |
| Free storage/org | 5 GB |
| Free storage/user license | 1 GB |
| Additional file storage | $4 /month/5GB |
| Data administration | Availability |
| (1-200 users) | |
| Data storage | 10 GB (5M records approx) |
| Additional storage per user license | 100 MB |
| Additional data storage | $4 /100 MB |
| Above 200 users | |
| Data storage | 30 GB (15M records approx) |
| Additional storage per user license | 100 MB |
| Additional data storage | $2 /100 MB |
| Import data (per batch) | 50,000 records |
| Export module data | |
| Free data backup | 4 backups/ month |
| Additional data backup | $10 /request |
| De-duplicate data | |
| Import history | |
| Security administration | Availability |
| Profiles | 50 |
| Organization hierarchy (Roles) | 500 |
| Reporting hierarchy | |
| Field-level security | |
| Data sharing rules | 100 rules/module |
| Groups | 250 |
| Record-level sharing | |
| Data encryption (EAR) | |
| Territory management | 250 territories |
| Audit logs | |
| Allowed IPS | |
| GDPR Compliance | |
| Multiple Organization Support Super admins can create upto 5 orgs, Users can be a part of upto 10 orgs | |
| Developer tools | Availability |
| Client Scripts | |
| Mobile SDK | |
| Web apps SDK | |
| Widgets | |
| Connections | |
| API | Unlimited credits/day/org (2000/user license). |
| Functions | Unlimited credits/day/org (1000/user license). |
| Add-ons and integrations | Availability |
| Online meetings | Zoom, GoToMeeting 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 | Google Analytics, dotConnect and 10 others |
| Email marketing | Mailchimp 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 | Availability |
| Plug-in for Microsoft Outlook | |
| Integration with Microsoft 365 | |
| Integration with G-suite | Availability |
| Zoho CRM contextual gadget for Gmail | |
| Export events to Google Calendar | |
| Export to Google Tasks | |
| CRM web forms for Google Sites | 100/module |
| Synchronize Google Calendar | |
| Synchronize Google Contact | |
SalesIQ - Visitor Tracking & Sales Intelligence
| FEATURES | Availability |
|---|---|
| Brands | 1 |
| BRANDING | Availability |
| Company favicon | |
| Company logo | |
| FOR OPERATORS | Availability |
| Roles and permissions | |
| Chat volume per month | Unlimited |
| Departments | 25 + (number of brand purchased x 3) |
| Proactive chat trigger rules | 100 |
| Chat routing rules | 100 |
| Visitor routing rules | 25 |
| Block IP | |
| Abusive content management | 10 content libraries |
| Chat translation | |
| Chat transfer | |
| Group chat with customers | |
| Chat history | Unlimited |
| Concurrent chat limit | |
| Brand-specific business hours | |
| Department based email configuration | |
| Email templates | Unlimited |
| Company profile enrichment using Zia | |
| Operator chat monitoring | |
| WEBSITE VISITOR TRACKING | Availability |
| Live tracking dashboard | |
| Number of visitors tracked per month | 200K |
| Lead scoring rules | 100 |
| Company scoring rules | 100 |
| CHATBOTS | Availability |
| Custom chatbots | 10 |
| Answer Bot Zia | |
| PEOPLE | Availability |
| Visitors | |
| Contacts | |
| Company | |
| Export People data | |
| FOR YOUR CUSTOMERS | Availability |
| Offline messaging | |
| Visitor-side chat history | |
| Reopen a chat | |
| Credit card masking | |
| MEDIA | Availability |
| File sharing | |
| Click to call | |
| Screensharing | |
| RESOURCES | Availability |
| Articles | Unlimited |
| FAQs | Unlimited |
| UAQ | |
| Canned replies | 5000 |
| Small talks | 10 |
| Business terms | |
| CHANNELS | Availability |
| Website | |
| Mobile app | |
| Email Signature | |
| Telegram | |
| CUSTOM TOOLS | Availability |
| Widgets | 50 |
| Brand-specific widgets | 5 |
| Form controller | 100 |
| Admin webhooks | 3 |
| Data webhooks | 10 |
| REPORTS | Availability |
| Daily reports | |
| Weekly stats | |
| Monthly stats | |
| PLUGINS | Availability |
| Wordpress | |
| OpenCart | |
| Joomla | |
| Drupal 7 | |
| Drupal 8 | |
| OSCommerce | |
| Cs-cart | |
| Magento | |
| WooCommerce | |
| PrestaShop | |
| Sharepoint | |
| INTEGRATIONS | Availability |
| Zoho CRM | |
| Zoho Desk | |
| Zoho Assist | |
| Zoho Analytics | |
| Zoho Campaigns | |
| MailChimp | |
| Zendesk | |
| Salesforce CRM | |
| ClearBit | |
| Leadberry | |
| Cloud telephony and PBX | |
| OTHERS | Availability |
| Desktop Apps | |
| Operator Mobile App | |
| Apple TV App | Access on 100 devices |
Desk - Customer Service Management
| Ticket Management | Availability |
|---|---|
| E-mail tickets | |
| Comment in ticket | |
| Spam tickets | |
| Ticket history | |
| Ticket resolution note | |
| Ticket tags | 50 tags/ticket |
| Product based Ticket Tracking | |
| Add resolution as KB | |
| Followers | |
| Customer Happiness Ratings | |
| Suggested articles | |
| Merge tickets | |
| Split tickets | |
| Clone ticket | |
| Ticket timeline | |
| Time entry | |
| Approvals | |
| Team ownership | |
| Ticket sharing | |
| Send as email | |
| Agent productivity | Availability |
| Quick Ticket View (Peek View) | |
| Response Editor with rich text support | |
| Advanced Search | |
| Response Draft | |
| Table View | |
| Search Facet | |
| Snippets for Faster Response | |
| Email Templates in Reply Editor | |
| Work Modes | |
| Keyboard Shortcuts | |
| Review Ticket Replies | |
| Gamescope for Agents | |
| Real time collaboration | Availability |
| Real Time Updates in Ticket List & Detail View | |
| Real Time Ticket Count in Starred Views | |
| Team Feeds | |
| Agent Collision Detection | |
| Agent Collision Chat | |
| Agent Collision Reply Avoidance | |
| Customer Support Channels | Availability |
| Email channel | 100 |
| Help center | |
| Advanced webforms | 20 |
| 1 Brand | |
| 1 Brand | |
| Community Forums | |
| Telephony | |
| Live Chat | |
| Helpdesk automation | Availability |
| Notification rules | |
| Macros | 30/Department |
| Supervise-Time-based reviews | 30/Department |
| Workflow rules | 30/Department/Module |
| Custom functions in workflows | |
| Schedules | 10/ Department |
| Field watching - Trigger on specific field updates | |
| Ticket assignment rules | Availability |
| Direct Assignment to Agents and Teams | 30 |
| Round-Robin Ticket Assignment by Load Balancing | 15/Department |
| Advanced process management - Blueprints | Availability |
| Active Blueprints | 20/Department |
| Transitions per Blueprint | 100 |
| Common Transitions per Blueprin | 5 |
| Fields and Actions per Transition | 30 |
| State Level SLAs & Escalations | |
| Custom Functions in Blueprints | |
| Service level agreements (SLA’s) | Availability |
| Number of SLAs | 20/Department |
| Stop the SLA Clock (On Hold State) | |
| Multi-Level Escalations | |
| Customer Based SLA | |
| Contract Management in SLA | |
| Helpdesk working hours | Availability |
| Business hours | 100 |
| Holiday list | 100 |
| Helpdesk customization | Availability |
| Custom email templates | |
| Customize tabs | |
| Custom Views | |
| Customize form fields | |
| Custom fields | 230 fields/module |
| Custom ticket status and status grouping | |
| Field Dependencies | |
| Teams | |
| Ticket Templates | |
| Department Specific Layout | |
| Layout Rules | |
| Validation Rules | |
| Artificial intelligence | Availability |
| Reply Assistant | |
| Sentiment Predictions | |
| Ticket Auto Tagging | |
| Anomaly Notifications | |
| KB Conversation Assistant/ASAP | |
| Zia Voice and Skill Builder | |
| Re-Branding | Availability |
| Custom Domain Mapping | |
| Remote Authentication | |
| Multi Language Support | |
| Multi Department Management | Availability |
| Multiple department Support Tracking | 50 |
| All-department view of tickets | |
| Department Based Signatures | |
| Department Specific Product Handling | |
| Help Center | Availability |
| Private Knowledge Base for Agents | |
| Public Knowledge Base | |
| Knowledge Base Dashboards | |
| Community | |
| Community Dashboard | |
| Community gamification | |
| Article versioning | |
| 301 re-direction | |
| ASAP | |
| Answer Bot in ASAP | |
| Live Chat in ASAP | |
| Google Analytics Integration | |
| Themes Gallery | |
| CSS Customization | |
| Custom Widgets | |
| Multi-brand Help Center | |
| HTML Customization | |
| Customer management | Availability |
| Contact & Account Information Management | |
| Private Notes for Contacts & Accounts | |
| Dedicated Owners for Contacts & Accounts | |
| Contact & Account Insights | |
| Deduplicate Contacts & Accounts | |
| Contact & Account Custom Fields | 230 fields |
| Merge Contacts | |
| Merge Accounts | |
| Follow Contacts & Accounts | |
| Contact to Product Association | |
| Custom Views for Customers | |
| Secondary Contact (Cc's) | |
| Contacts to Multiple Accounts | |
| Time Tracking | Availability |
| Manual Ticket Time Tracking | |
| Auto Ticket Time Tracking | |
| Activity Time Tracking | |
| Billing Preferences | |
| Activity | Availability |
| Tasks | |
| Events | |
| Calls | |
| Products | Availability |
| Product Based Ticket Tracking | |
| Associate Products to Contacts | |
| Associate Products to Accounts | |
| Dedicated Owner for Products | |
| Custom Fields for Products | 230 fields |
| Custom Views for Products | |
| Analytics | Availability |
| Standard Reports | |
| Prepopulated Reports | |
| Custom Reports | |
| Export Reports to CSV, XLS or PDF | |
| Custom Dashboards | |
| Ticket Overview Dashboard | |
| Headquarters Dashboard | |
| Response, Resolution & FCR Dashboards | |
| Ticket Status Dashboard | |
| Customer Happiness Dashboard | |
| Knowledge Base Dashboard | |
| Community Dashboard | |
| Calls Reports and Dashboards | |
| SLA Dashboards | |
| Telephony Agent Availability | |
| Schedule Reports | 100 |
| Blueprint Dashboard | |
| ZIA Dashboard | |
| All Department Analytics (Global Reports and Dashboards) | |
| Telephony | Availability |
| In-Product Call Notifications | |
| Call-to-Ticket Conversion | |
| Answer Over-The-Web | |
| Answer Over-The-Phone | |
| Call Logging | |
| Call Transfer | |
| Call Recording | |
| Call Hold | |
| Call Mute | |
| Business Hours Configuration | |
| Non-Business Hour Management | |
| Call Queue Handling | |
| Outbound Calls | |
| Missed Call Management | |
| Custom Greeting Configuration | |
| Call Routing (Sequential & Simultaneous) | |
| Call Waiting Message | |
| Caller History | |
| Voice Mail | |
| Real-time Agent Availability | |
| Call Reports and Dashboards | |
| Multi-Level IVR | |
| Agents and permissions | Availability |
| Profiles | 50 |
| Roles | 250 |
| Field-level Access Control | |
| Data Sharing | |
| Data Administration | Availability |
| Export Data | |
| Import Data | |
| Import History | |
| Data Migration | Availability |
| Migration from other help desk | |
| Developer Tools | Availability |
| Mobile SDK | |
| API | |
| Add-ons & Integration | Availability |
| SMS Add-on | |
| G Suite | |
| Zoho BugTracker | |
| Zoho CRM | |
| Zoho Analytics | |
| Zoho PhoneBridge for Call Centers | |
| Zoho Assist | 1 Free User |
| Zoho Cliq | |
| Zoho SalesIQ | |
| Atlassian Jira | |
| Slack | |
| Zoho Books/Invoice | |
| Salesforce | |
| Zapier | |
| Office 365 | |
| MS Teams | |
| Zoho PageSense | |
| Zoho Marketplace for Zoho Desk | Availability |
| Public Extensions | |
| Private Extensions | |
| Mobile Edition | Availability |
| Zoho Desk App for iPad, iPhone and Android devices | |
| Radar App for Zoho Desk | |
| Single Sign-on |
Projects - Project Management & Collaboration
| Basics | Availability |
|---|---|
| Projects | Unlimited |
| Client Users | 5 * No. of user licenses purchased |
| Storage Space | 120 GB |
| Project Templates | 30 |
| Pages & Chat | All projects |
| Charts/reports | Availability |
| Chronology Gantt chart | Editable across Projects |
| Milestone Gantt chart | Editable across Projects |
| Resource utilization chart | Across Projects |
| Advanced Task / Issue Reports | Advanced |
| Core features | Availability |
| Tags | |
| Project Feeds | |
| Task management | |
| Document sharing | |
| Import from MS Project | |
| Calendar & Forums | |
| Google Apps Integration | |
| Project Custom Status | |
| Task Custom Status | |
| Subtasks | |
| Task Duration (Hours/Days) | |
| Reminders | |
| Project Timeline Gantt | |
| Task Dependency | Across projects (All four types) |
| Task layout | Create |
| Sync Google Tasks | |
| Time tracking | |
| Export projects | |
| Custom Views | |
| Recurring Tasks | |
| Timesheet approval | |
| Time Log restriction | |
| Blueprint for Tasks | |
| AI Chatbot powered by Zia | |
| Project Budget | |
| Work - Planned Hours (Planned vs Actual Report) | |
| Business Hours | |
| Weekends & Holidays | |
| Strict Project | |
| Task Rollup | |
| Critical Path | |
| Baseline | |
| Project layout | |
| Project Custom Fields | 155 |
| Task Custom Fields | 235 |
| Issue Custom Fields | 120 |
| Timesheet Custom Fields | 55 |
| Custom Profiles and Roles | |
| Custom Domain | |
| Teams | |
| Issue tracker | Availability |
| Import Issues (CSV, XLS & JIRA) | |
| Add issues through email | |
| Export issues | |
| Notifications | |
| Business Rules | |
| Web to Issue Form | |
| Link Issues | |
| Custom Fields | |
| Email Settings | |
| SLA | |
| Webhooks | |
| Custom Issue Email Templates | |
| Integrations | Availability |
| Zoho CRM | |
| Zapier | |
| Zoho Meeting | |
| Zoho Sprints | |
| Zoho Invoice (For Invoice & Expenses) | |
| Zoho Books (For Invoice & Expenses) | |
| Zoho People | |
| Dropbox | |
| Zoho Analytics | |
| GitHub | |
| BitBucket | |
| Crashlytics | |
| Zoho Desk |
Campaigns - Email Marketing
| Email Newsletters | Availability |
|---|---|
| Pre-designed Newsletter Templates | |
| Template Layouts | |
| Drag-and-Drop Editor | |
| Template Library | |
| Import Email Templates | |
| Import Template Content from Google Drive | |
| Email attachments | |
| Mailing List Management | Availability |
| Subscriber Management | 5000 contacts/user license |
| Create Mailing Lists | |
| Segmentation of Mailing Lists | |
| Bulk segments | |
| Custom Fields | |
| Sync Leads & Contacts from Zoho CRM | |
| Import Subscribers from XLS, XLSX, CSV | |
| Mailing Lists Email Summary | |
| Sign-up Forms | |
| Bounce & Unsubscribe Automatic Removal | |
| Sign-up Form Tracking | |
| Workflow Trigger for Sign-up Forms | |
| Subscriber scores | |
| Consent management | Availability |
| Send Consent Emails to Implied Subscribers | |
| Send Follow-up Emails to Unresponsive Subscribers | |
| Schedule Consent Campaign | |
| Consent Campaign Reports | |
| Email Marketing | Availability |
| Schedule Email Campaigns | |
| Recipient time zone based Delivery | |
| Recipient optimal open time based delivery | |
| Batch emails | |
| Merge Tags | |
| Dynamic content | |
| RSS Email Campaigns | |
| Email polls | |
| A/B Testing | |
| Customize Email Header & Footer | |
| Email Opened & Unopened Recipients | |
| Social Sharing | |
| Video Email Marketing | |
| Recipient Comments | |
| Email Authentication Using SPF/Sender ID, Domain Key/DKIM | |
| Compare Email Campaigns | |
| Custom Coupon Email Campaigns | |
| E-commerce email campaigns | |
| Survey Email Campaigns | |
| Event follow-up email campaigns | |
| Send Test Emails | |
| Email Campaign Archives | |
| Email Campaign Reports | |
| Email marketing automation | Availability |
| Drag-and-drop Workflows | |
| Workflow Templates | |
| Workflow Path Tracing | |
| Workflow Reports | |
| Sign-up Based Autoresponders | |
| Email Action-based Autoresponders | |
| Calendar-based Autoresponders | |
| Custom Date Field based Autoresponders | |
| Closed Group Autoresponders | |
| Smart Series Autoresponders | |
| Autoresponder Summary Report | |
| Opt-in Confirmation | Availability |
| Design & Customize Opt-in Forms | |
| Add Company Logo to Opt-in Forms | |
| Customize Confirmation Page | |
| Send Opt-in Confirmation Emails | |
| Customize Opt-in Confirmation Emails | |
| Add to address book - vCard | |
| E-commerce email marketing | Availability |
| Campaign creation | |
| Web store tracking and reports | |
| Coupon code synce | |
| Product content sync | |
| Purchase follow-ups | |
| Abandoned cart follow-ups | |
| SMS Campaigns | Availability |
| SMS Gateways | |
| Batch Sending | |
| Reporting and Analytics | |
| Social Media Marketing | Availability |
| Share Email Campaigns on Social Media | |
| Facebook Page Marketing | For Pages having more than 2,000 fans |
| Post Campaigns | Unlimited |
| Automatic Posting on Facebook, Twitter & LinkedIn | |
| Promote page through email campaigns | |
| Campaign Tracking & Reporting | Availability |
| Recipient Activity Reports | |
| Bounces & Unsubscribe Rates | |
| Open Rates | |
| Click-Through Rates | |
| Spam Complaints | |
| Location Based Reports | |
| Device Specific Reports | |
| Email Campaign based Reports | |
| Mailing List based Reports | |
| Share Reports | |
| Social Campaigns Statistics | |
| Advanced Analytics with Google Analytics | |
| Forwards (Tell a Friend) | |
| Campaign Management | Availability |
| Email limits | Purchased upto 100,000 contacts - Unlimited Purchased over 100,000 contacts - 10 * number of contacts |
| Managerial approval | |
| Roles and Privileges | |
| Custom Roles | |
| Folders | |
| Favorites | |
| Marketing Calendar | |
| Webhook | Availability |
| Mailing list notification | |
| Sent campaign notification | |
| Developer API | Availability |
| Campaign Management | |
| List Management | |
| Callback URLs | |
| Integrations | Availability |
| Zoho CRM | |
| Zoho Creator | |
| Zoho Survey | |
| Zoho Contacts | |
| Zoho Bigin | |
| Zoho Invoice | |
| Zoho Books | |
| Zoho Recruit | |
| Zoho Meeting | |
| Zoho Commerce | |
| Zoho Flow | |
| Zoho Desk | |
| Zoho Backstage | |
| SugarCRM | |
| Salesforce | |
| G Suite | |
| Tracking URLs with Google Analytics | |
| Eventbrite | |
| SurveyMonkey | |
| Shopify | |
| Tumblr | |
| YouTube For video email campaigns | |
| Vimeo for video email campaigns | |
| Flickr Add images to the template gallery | |
| Google Photos Add images to the template gallery | |
| Gravatar | |
| PayPal | |
| Litmus | |
| Giphy | |
| Zapier | |
| GoToWebinar | |
| Evernote | |
| Dropbox | |
| OneDrive | |
| Box | |
| Unsplash | |
| Unbounce | |
| Wistia | |
| HubSpot | |
| MS Dynamics 365 | |
| BigCommerce | |
| WooCommerce | |
| Zendesk | |
| Mobile Edition | Availability |
| Zoho Campaigns for Android | |
| Zoho Campaigns for iPhone |
Note:Email send limit is unlimited upto 20 user licenses. For more than 20 user licenses: 10 * Number of leads/contacts.
Social - Social Media Marketing
| Basics | Availability |
|---|---|
| Social channels | Facebook Page, Facebook Group, Twitter Profile, Instagram Business Profile, LinkedIn Profile, LinkedIn Company Page, YouTube Channel, Google My Business listing, Pinterest Profile, & TikTok Profile. |
| Brand(s) | 1 |
| General | Availability |
| Home dashboard | |
| Recent Posts | |
| Notifications | |
| Livestream | |
| Create custom roles | |
| Publishing and scheduling | Availability |
| Multi-channel Publishing | |
| Custom Scheduling | |
| Drafts | |
| Published Posts | |
| Scheduled Posts | |
| Unpublished Posts | |
| Publishing Calendar | |
| Alt Text | |
| Image Editor | |
| Bulk Scheduler | |
| Repeat Posting | |
| SmartQ | |
| CustomQ | |
| Pause/Resume Post | |
| Audience targeting | |
| RSS Feeds | 20 Feeds |
| Custom video thumbnail | |
| Schedule Retweets | |
| Image library | |
| Cloudpicker | |
| Canva Integration | |
| UTM Parameters | |
| Instagram first comment | |
| Instagram carousel post | |
| Instagram Stories | |
| Instagram Reels | |
| YouTube Shorts | |
| Hashtag Groups | |
| Popular Posts | |
| Post insights | |
| Export posts | |
| Discuss Posts | |
| URL Shortener | Availability |
| zurl link shortner | |
| Bit.ly shortner | |
| Lead Ads | Availability |
| Facebook Lead Ads | |
| LinkedIn Lead Ads | |
| Messages | Availability |
| Twitter Messages | |
| Facebook Messages | |
| Monitoring | Availability |
| Monitoring dashboard | 15 Columns |
| Facebook Page | |
| Facebook Reviews | |
| Facebook Page @mentions | |
| Facebook visitor posts | |
| Twitter timeline | |
| Twitter likes | |
| Twitter @mentions | |
| Twitter keyword search | |
| Twitter user search | |
| Twitter lists | |
| Instagram Hashtag search | |
| Google My Business Questions | |
| Google My Business Reviews | |
| Lead/Contact interactions monitoring | |
| LinkedIn @mentions | |
| YouTube Likes | |
| YouTube Dislikes | |
| YouTube Playlists | |
| YouTube Moderate Comments | |
| Connections | Availability |
| Connections dashboard | |
| Most Engaged | |
| Recently Engaged | |
| Twitter Followers/Following | |
| Profile Information | Availability |
| CRM Leads | |
| CRM Contacts | |
| Mute/Block accounts | |
| Connection interactions | |
| Team Collaboration | Availability |
| Collaborate dashboard | |
| Workflow & approvals | |
| Tagging discussions | |
| Audio/Video call team member | |
| Team member chat | |
| Reports | Availability |
| Reports dashboard | |
| Published Post Stats | |
| Summary Reports | |
| All Reports & Analytics | |
| Custom Reports | 10 Dashboards/ Brand |
| Scheduled Reports | |
| Export reports | |
| Discuss reports | |
| Zoho Desk Integration | Availability |
| Create tickets from social updates | |
| Chat with Desk Owner | |
| Desk Reports | |
| Desk Info for Connections | |
| Rule-based Ticket Generation | |
| View Ticket IDs | |
| Zoho CRM Integration | Availability |
| Add Leads to Zoho CRM | |
| Chat with CRM Owner | |
| CRM Reports | |
| Connections - CRM Leads & Contacts | |
| View CRM Status and Information | |
| Rule-based Lead Generation | |
| Monitor Leads/Contacts | |
| Others | Availability |
| ZSHARE Browser Extension |
Survey - Customer satisfaction Surveys
| Basics | Availability |
|---|---|
| Number of surveys | Unlimited |
| Questions per survey | Unlimited |
| Number of Responses (billed annually) | Unlimited |
| Number of Responses (billed monthly) | 3000 responses/month |
| In-mail Surveys | |
| iOS and Android | |
| Survey creation | Availability |
| Survey Builder in 26 Languages | |
| 250+ Templates | |
| Question Types | All |
| Pagination | |
| Label, Title, and Number | |
| Embed Video | |
| Embed Call Link | |
| Mandatory Questions | |
| Answer Validation | |
| Randomize Answer Choices | |
| Question Randomization | |
| Export as PDF | |
| Print Survey | |
| Advanced survey creation | Availability |
| Question Logics | |
| Page Logic | |
| End Page Logic | |
| Auto Fill | |
| Piping Logic | |
| Scoring | |
| Custom Variable | |
| Respondent Variable | |
| Translate Survey to 76 Languages | |
| Translate Reportss | |
| Send Email Notifications | |
| Trigger Functions | |
| Track survey | |
| Survey branding | Availability |
| Complete Survey Design Customization | |
| Custom Favicon | |
| White Label Survey | |
| Custom End Page | |
| Add Logo | |
| Remove Zoho Footer | |
| Response collection | Availability |
| Embed Survey in Website | |
| Purchase Responses | |
| Pop-up surveys | |
| Disqualify Respondents | |
| Anonymous Responses | |
| Remove IP address | |
| Email Distribution | Up to 60000/month |
| HTTPS Encryption | |
| Share on Social | |
| QR Code for Surveys | |
| Collect Responses Offline | |
Kiosk + Auto Upload Mode in Offline Surveys | |
| Number of Offline Devices | Unlimited |
| Spam Protection | |
| Password Protection | |
| Set Survey End Date | |
| Limit Number of Responses | |
| Number of Collectors | Unlimited |
| Survey reports and analytics | Availability |
| Real-time Responses | |
| Custom Report | |
| Trend Report | Custom |
| Cross-tab Reports | |
| Filters | Custom |
| Turf Analysis | |
| Sentiment analysis | |
| Print Report | |
| Export in XLS and CSV | |
| Export in SPSS | |
| Download Chart | |
| View Respondent's IP | |
| Download Report as PDF | |
| Collaboration | Availability |
| Share Survey | |
| Invite Reviewers | |
| Share Report | |
| Share Survey Preview | |
| Integration | Availability |
| Zoho CRM | |
| Zoho Campaigns | |
| MailChimp | |
| Google Sheets | |
| Zoho SalesIQ | |
| Zoho Sheet | |
| URL callback notifications (webhook) | |
| Tableau | |
| Slack | |
| Shopify | |
| Eventbrite | |
| Zendesk | |
| GSuite Marketplace |
Analytics - Advanced Analytics
| Essentials | Availability |
|---|---|
| Records/Rows | 5M Rows |
| Reports & Dashboard | Unlimited |
| Workspaces | Unlimited |
| Query Tables | Unlimited |
| Formula Engine | |
| Ask Zia! | |
| Data Alerts | 100 |
| Data Snapshots | |
| Access Logs | |
| Activity Logs | |
| Mobile Apps | |
| Connectors | Availability |
| Cloud Drives | |
| Files & Feeds | |
| Relational Databases | |
| Cloud Databases | |
| Import from Email | |
| Zoho CRM | |
| Salesforce CRM | |
| Microsoft Dynamics CRM | |
| HubSpot CRM | |
| Stripe | |
| Zoho Projects | |
| Teamwork Projects | |
| Zoho BugTracker | |
| Zoho Finance | |
| QuickBooks | |
| Xero | |
| Zoho Desk | |
| Zendesk | |
| Teamwork Desk | |
| Zoho Campaigns | |
| MailChimp | |
| Zoho Survey | |
| SurveyMonkey | |
| SurveyGizmo | |
| Bing Ads | |
| YouTube | |
| Google Ads | |
| Google Analytics | |
| Zoho Creator | |
| Zoho Recruit | |
| Zoho People | |
| ME ServiceDesk Plus | |
| ME SupportCenter Plus | |
| Collaboration | Availability |
| Make Public | |
| Large Screen Display | |
| Slideshow | |
| Groups | |
| Organization Admins | |
| Workspace Admins | |
| Private Links | |
| Schedules | Availability |
| Import | Unlimited |
| 100 | |
| Backup | |
| Extensibility | Availability |
| REST APIs for Integration | |
| API Units | 100,000 /day |
| Logo Rebranding | |
| 5x Performance | |
| Live Chat Support |
Zoho CRM Plus Add-ons
| Zoho CRM Plus Add-ons | Availability |
|---|---|
| CRM Plus - Support | Premium support - $12 /user/month, Enterprise support - $15 /user/month |
| CRM - File Storage | Starts from $5 /5 GB/month |
| SalesIQ - Visitors | Starts from $25 /25,000 Visitors/month |
| Campaigns - Contacts | Starts from $5 /500 Contacts/month |
| Social - Brand | Starts from $20 /Brand/month |
| Survey - Responses | Starts from $5 /100 Responses/month |
| Analytics - Rows | Starts from $10 /100,000 Rows/month |
| Analytics, Projects, and Desk - Lite Users Users who are only assigned to Analytics, Projects or as Light Agents in Desk. | $5 /user/month or $60 /user/year for every additional |