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Pricing(local taxes will be charged in addition to the prices mentioned.)

Billed AnnuallyFree for 3 users800/user/month1,400/user/month2,400/user/month2,600/user/month
Billed MonthlyFree for 3 users1,300/user2,100/user3,000/user3,200/user

Lite User Pricing(Lite users can be added on to Enterprise and Ultimate licenses with a minimum of 25 regular user licenses)

Billed Annually---2,400/user/month2,400/user/month
Billed Monthly---3,000/user3,000/user

Sales Force Automation

Leads
Accounts
Contacts
Deals
Sales Forecasting-
Forecasts Based on Territories---
Macros--
Feeds
SalesSignals--
Document Library
Activities (Tasks, Meetings, Calls)
RemindersTask only
Recurring Activities
Calendar Booking-
Multiple Currencies-5 currencies10 currencies25 currencies50 currencies
Social (Integration with Facebook & Twitter)-
Social Tab (Facebook & Twitter accounts of the Company)-
Scoring Rules-10 criteria/module20 criteria/module30 criteria/module50 criteria/module
Multiple Scoring Rule---5 rules/layout
(30 criteria/rule)
5 rules/layout
(50 criteria/rule)
Motivator for Zoho CRM--

CRM Analytics

Standard Reports
Custom Reports-100UnlimitedUnlimitedUnlimited
Schedule Reports- Maximum 100 schedules Maximum 100 schedules Maximum 100 schedules Maximum 200 schedules
Standard Dashboards-
Custom Dashboards-10 dashboardsUnlimitedUnlimitedUnlimited
Charts and KPIs-
Anomaly Detector---10 trends
Additional 1 trend/user license (max 50)
20 trends
Additional 2 trends/user license (max 100)
Zia Notification subscription for Anomaly Detector components---10 components30 components
Comparator, Target Meter, Funnel and Zones---
Cohort Analysis---1025
Quadrant Analysis---

Marketing Automation

Campaigns
Mass Email This limit applies only to the org's sales activities. Kindly check Zoho Campaigns for campaigning purpose. Mass emails do not include workflow email notifications.-250/day/org500/day/org1000/day/org2000/day/org
Custom Email Templates10 templates100 templatesUnlimitedUnlimitedUnlimited
Email Opt-out
Autoresponders---3 autoresponders5 autoresponders
Schedule Mass Email--10/module10/module10/module

Zia

Prediction builder---2/org20/org
Zia scoring Requires a minimum of 20 user licenses.---
Recommendation builder Requires a minimum of 20 user licenses.---1/org10/org
Email Intent Requires a minimum of 20 user licenses and is accessible exclusively in English.---
Email Sentiment Requires a minimum of 20 user licenses and is accessible exclusively in English.---
Email Emotion Requires a minimum of 20 user licenses and is accessible exclusively in English.---
Email Activity Extraction Requires a minimum of 20 user licenses and is accessible exclusively in English.---
Enrichment from Emails Requires a minimum of 20 user licenses and is accessible exclusively in English.---
CNS (consecutive negative sentiment) Requires a minimum of 20 user licenses and is accessible exclusively in English.---
Email summary Requires a minimum of 20 user licenses and is accessible exclusively in English.---
Email - Sentence Auto complete Requires a minimum of 20 user licenses and is accessible exclusively in English.---
Email Subject line suggestions Requires a minimum of 20 user licenses and is accessible exclusively in English.---
Email Custom Intent Requires a minimum of 20 user licenses and is accessible exclusively in English.---
Call transcription Requires a minimum of 20 user licenses and is accessible exclusively in English.---
Call sentiment Requires a minimum of 20 user licenses and is accessible exclusively in English.---
Call intent Requires a minimum of 20 user licenses and is accessible exclusively in English.---
Call emotion Requires a minimum of 20 user licenses and is accessible exclusively in English.---
Call Summary Requires a minimum of 20 user licenses and is accessible exclusively in English.---
Data Enrichment Accessible exclusively in English.---500 records/user license Max of 50000 records2000 records/user license Max of 50000 records
Next Best Experience Requires a minimum of 20 user licenses.---
Zia for forecast---
Voice of the customer Requires a minimum of 20 user licenses and is accessible exclusively in English.---
Zia Vision - Image matching---1/org20/org
Zia Vision - Image detection---1/org20/org
Zia Vision - Image match and detect---1/org20/org
Churn Prediction Requires a minimum of 20 user licenses.---2/org20/org
Competitor alert Requires a minimum of 20 user licenses and is accessible exclusively in English.---
Strategy Influencer Requires a minimum of 20 user licenses and is accessible exclusively in English.---6/org6/org
Zia Presentation Requires a minimum of 20 user licenses.---
Best time to contact---
Record owner suggestion---
Similarity recommender Requires a minimum of 20 user licenses.---1/org10/org
Zia Notifications---
Workflow rule suggestion---
Workflow email duplicate alert---
Anomalies in workflow rule---
Ask Zia Accessible exclusively in English.---
Macro suggestion---
Zia Reminder---
Dashboard component suggestion Requires a minimum of 20 user licenses.---
Prediction analytics Requires a minimum of 20 user licenses.---
Recommendation analytics Requires a minimum of 20 user licenses.---
Best time to contact analytics Requires a minimum of 20 user licenses.---
Smart Prompt---

Inventory Management

Products--
Price Books--
Quotes--
Sales Orders--
Invoices--
Vendors--
Purchase Orders--
Inventory Templates--

CPQ

Product Configurator

Total number of product configurations Across the org account.--1050100
Number of "selected" items you can create a rule for--51020
Number of "additional conditions" per "selected" entry in a rule--252525
Number of module-based conditions under Primary Rule Criteria--252525
Total number of Actions per rule Across all applicable Rule Actions.--103050

Price Rules

Total number of price rules Across the org account.--1050100
Number of module-based conditions under Primary Rule Criteria--252525
Number of records that can be selected per rule in the "Direct Type" price rule--252525
Number of records that can be selected per rule in the "Volume Type" price rule--555
Number of range rows that can be added per item in the "Volume Type" price rule--101010

Guided Selling

Number of Guided Selling flows Across the CRM org account.--2550100
Number of Questions that can be added in a Guided selling flow--101010
Number of Input Options applicable across all question pages--181818

Customer Support

Cases--
Solutions--
Web-to-Case Form--10 forms/module20 forms/module100 forms/module
Notify Owner-
Case Escalation Rules---

Data Administration

Admin Tools for configuration management---
File Storage (for Org.)1GB1GB
plus
512MB/user license
1GB
plus
512MB/user license
1GB
plus
1GB/user license
5GB
plus
1GB/user license
Additional File Storage (for Org.)-275/month for 5GB275/month for 5GB275/month for 5GB275/month for 5GB
Data Storage (1-200 users)  All modules 5,000 records (10 MB)100,000 records (200 MB)10GB
(5 Million records approx)
10GB
(5 Million records approx)
10GB
(5 Million records approx)
Additional Data Storage (1-200 users) --240 for 100MB /month240 for 100MB /month240 for 100MB /month
Data storage (> 200 users) All modules 5,000 records (10 MB)100,000 records (200 MB)10GB
(5 million records approx)
15GB
(7.5 million records approx)
30GB
(15 million records approx)
Additional Data Storage (> 200 users)--120 for 100MB /month120 for 100MB /month120 for 100MB /month
Default Data Storage per user license (200 and above 200 users)--20MB50MB100MB
Import Data1,000/batch10,000/batch20,000/batch30,000/batch50,000/batch
Data Import - Clone option
Data Import - Skip and Overwrite option-10,000 records/batch20,000 records/batch30,000 records/batch50,000 records/batch
Merge Duplicates - Find & Merge Option
Merge Duplicates - Deduplicate Option--
Import History-Past 60 daysPast 60 daysPast 60 daysPast 60 days
Export Module Data200,000 records/module, upto 10 exports per day200,000 records/module, upto 100 exports per day200,000 records/module, upto 250 exports per day200,000 records/module, upto 500 exports per day200,000 records/module, upto 1000 exports per day
Free Data Backup-2 data backups/month2 data backups/month2 data backups/month4 data backups/month
Data Backup690 /request690 /request690 /request690 /request690 /request
CRM Variables---11 groups + 25 entry/group11 groups + 25 entry/group

Security Management

Profiles25152550
Roles2525250500
Reporting Hierarchy---
Territory Management---150250
Groups-203050250
Field-Level Security--
Custom Links--10 links/module10 links/module50 links/module
Default Data Sharing Settings-
Public Read Only (in Default Data Sharing Settings)---
Data Sharing Rules---25 rules per module (Up to 10 criteria-based sharing rules) 100 rules per module (Up to 15 criteria-based sharing rules)
Audit Logs-
Allowed IPs-
Record Sharing---
Data Encryption---10 fields/module20 fields/module
GDPR Compliance Settings
HIPAA Compliance Settings-

Product Customization

Customization Features

Home Page Components520202020
Organize Tabs
Rename Tabs
Group Tabs-10 groups10 groups25 groups50 groups
Custom Modules---25 modules + (additional 2 modules/user license)
[Max limit: 100 custom modules]
50 modules + (additional 5 modules/user license)
[Max limit: 500 custom modules]
Layout Editor
Page Layouts---3 layouts/module
(Note: Not applicable for Activities module)
6 layouts/module
(Note: Not applicable for Activities module)
Layout Rules---10/layout10/layout
Record Locking Configuration---5 rules/module5 rules/module
Validation Rules--5/layout10/layout
(Using Functions: 3/layout)
25/layout
(Using Functions: 5/layout)
Subforms---2/module5/module
Subform fields---25/subform in a layout25/subform in a layout
Email Address Duplication Check-
Custom Fields (Includes all types of fields)-10 fields/module
(Note: Activities module has only 10 fields)
155 fields/module
(Note: Activities module has only 140 fields)
300 fields/module
(Note: Activities module has only 230 fields)
500 fields/module
(Note: Activities module has only 230 fields)
Unique Fields-2 fields/module2 fields/module2 fields/module2 fields/module
Picklist History Tracking---
Color Coding Picklists-2 picklist fields/module2 picklist fields/module5 picklist fields/module10 picklist fields/module
Global Sets---10 sets/org, 15 picklists/global set, 7 picklists/global set/module, 1000 picklist values/global set25 sets/org,15 picklists/global set, 7 picklists/global set/module, 1000 picklist values/global set
Standard List Views
Custom List Views5 list views/module50 list views/moduleUnlimitedUnlimitedUnlimited
Records in List Views50100100100100
Smart Filter5551010
Kanban View1 (Only for the Deals and Activities modules)1 (Only for the Deals and Activities modules)1 (Only for the Deals and Activities modules)510
Chart View---55
Modify Criteria Pattern
Last Activity Time in Criteria
Custom Related Lists---5/module10/module
Customize Search Layout
Customize Related Lists Columns-
Custom Buttons---50/module250/module
Personal Fields (Marking fields as personal)30 fields/module30 fields/module30 fields/module30 fields/module30 fields/module
Web Tabs---2550
Copy Customization-
Wizards---10 (2 per module)25 (5 per module)
Multiple Sales Pipeline (Only for Deals module)Default (standard) pipeline only5102050
Customize User Layout-10 custom fields50 custom fields50 custom fields50 custom fields
Domain Mapping---

Canvas

List View-1 view/org3 views/org25 views/module50 views/module
Detail View-1 view/org3 views/org5 views/module25 views/module
Canvas Rules-5 rules/module10 rules/module15 rules/module25 rules/module
Reusable components Available in Detail view only-25 components/org 25 components/org 25 components/org 25 components/org
Import/Export Canvas views Applicable for both List views and Detail views-10 views/org 10 views/org 10 views/org 10 views/org

Maximum limit for individual field types

String fields (Single Line, Multi Line, Pick List, Multi-select Pick List, Email, Phone, URL, and Auto Number)
Maximum 10 Text Area fields
-1060200
(includes upto 5 Rich Text Fields)
200
(includes upto 5 Rich Text Fields)
Integer Fields (Digits without decimal)-10204040
Number fields (Decimal, Percentage, and Currency)-10154040
Date Fields-10155050
Date Time Fields-10105050
Boolean (Checkbox)-10208080
Long Integer Fields-10153535
External Fields---1015
Lookup Fields--5510
Multi-select Lookup Fields---22
Lookup Filter---
Fields of Lookup---5 fields/lookup field5 fields/lookup field
User Fields---55
Record Image Field
File Upload Field--555
Auto-number Fields (Included in the total no. of Text fields)-1111
Formula Fields (Included in the total no. of individual field types: Decimal, Currency, String, Date, DateTime, Boolean)--152025
Multi-user Field---11
Image Upload Field--222
Rollup summary---1015

Special Fields

Contact Role
Terms & Conditions--
Tax Rates--

Process Management

Blueprint--3 Blueprints (Includes the default Blueprints)50 Blueprints (Includes the default Blueprints)100 Blueprints (Includes the default Blueprints)
Clone Blueprint--
Common Transition per Blueprint--21025
Transition per Blueprint--10100300
Field Count During Transition (This includes Fields, Associated Items, Messages, Widgets, and Checklists.)--41050
Approval Process---
Review Process---5/module10/module
Journey Builder---5 journeys/org (includes both active and inactive journeys)10 journeys /org (includes both active and inactive journeys)
PathFinder---50,000 record captures/day, and 1,00,000 transitions/day across all processes.1,00,000 record captures/day, and 2,00,000 transitions/day across all processes.

Automation

Workflow Rules/org2500
(maximum 2000 active)
2500
(maximum 2000 active)
2500
(maximum 2000 active)
2500
(maximum 2000 active)
2500
(maximum 2000 active)
Workflow Rules10 rule/module
(maximum 5 active)
30 rules/module (maximum 15 active)
5 conditions/rule
80 rules/module (maximum 40 active)
5 conditions/rule
125 rules/module (maximum 75 active)
10 conditions/rule
150 rules/module (maximum 100 active)
10 conditions/rule
Scheduled Action-5 actions/condition5 actions/condition5 actions/condition5 actions/condition
Workflow Usage---
Tasks5 tasks/action5 tasks/action5 tasks/action5 tasks/action5 tasks/action
Reminder for
Workflow Tasks
-
Email Notifications (Sending workflow emails to CRM users and customers)5 email notifications/action, 50 emails/user license, 150 emails/day
(whichever is lower)
**Emails can be sent only to the CRM users.
5 email notifications/action, 100 emails/user license, 5,000 emails/day
(whichever is lower)
5 email notifications/action, 200 emails/user license, 10,000 emails/day
(whichever is lower)
5 email notifications/action, 500 emails/user license, 25,000 emails/day
(whichever is lower)
5 email notifications/Action, 1,000 emails/User License, 50,000 emails/Day
(whichever is lesser)
Record Owner, Record Creator, Record Owner's Manager (Options in Alert)
Using Email field from the Module & Related Modules-
Field Updates-5 field updates/action5 field updates/action5 field updates/action5 field updates/action
Delete (Execute On Record Action)-
Field Update (Execute On Record Action)-
Create Record (Execute On Record Action)--
Assign Record Owner (Execute On Record Action)--
Workflow Convert-
Execute Based on Date Field Value-
Execute Based on Record's Score-
Execute Based on Recommendation---
Webhooks (Workflow action)--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
1,000,000 calls/day or 1000 calls/user/day
Limit applicable for the org.
(whichever is lower)
Actions by Zoho Flow---
Assignment Rules--20 rules/module & 20 rule entries20 rules/module & 50 rule entries50 rules/module & 100 rule entries
Assignment Thresholds--20 thresholds per module & 500 users per threshold30 thresholds per module & 500 users per threshold30 thresholds per module & 500 users per threshold
Functions (Workflow action)---1 Instant Action and 5 Time-Based Actions per Rule1 Instant Action and 5 Time-Based Actions per Rule
Custom Schedules---10 schedules/org20 schedules/org
Marketing Attribution---
Segmentation---1 (active or inactive)
5 (unpublished or draft)
5 (active or inactive)
20 (unpublished or draft)
Workflow Usage Report---

Webforms

Forms for Leads/Contacts1 form/module5 forms/module10 forms/module20 forms/module100 forms/module
Approve Records
Auto Response Rules
Unsubscribe Links25101010
Notify Record Owner-
Webform Analytics---100,000 visits/month and 3 months of data for Analytics300,000 visits/month and 6 months of data for Analytics
Webform A/B Testing---2 webforms/module10 webforms/module

Email

Email Integration (IMAP/POP3/Gmail API)--
Email Insights-
(Note: Includes response tracking & limited options under advanced filters.)
Organization Emails35075500500
BCC Dropbox-10 approved email addresses10 approved email addresses10 approved email addresses10 approved email addresses
Attachments in Email3MB10MB10MB10MB10MB
Email Sharing--
Email Scheduling---
Email Authentication1 Domain5 Domains10 Domains20 Domains20 Domains
Email Parser---
Email Association with Deals--
Email Relay--10 domains20 domains20 domains
Zoho CRM for Office 365-
Zoho CRM for Gmail Add-on-
SalesInbox---

Integrations

Integrations with third-party vendors and products within the Zoho family often require paid licenses from both Zoho CRM and the integrated software.
CRM Marketplace (Extensions for Zoho CRM)
*some extensions are not available in the Standard and Professional Editions
-5102050
Zoho Creator Integration---
Integration with Online Meeting providers Integrations available with Hosted and On Premise Meeting providers-
Visitor Tracking
Zoho SalesIQ Integration
Zoho Survey Integration Survey campaigns can only be created in Enterprise edition and above.
Survey Creation in Campaigns Module---
Zoho Writer Add-on--
Zoho Desk Integration
Zoho Projects Integration
Zoho Finance Suite Integration Includes Zoho Books, Zoho Invoice, Zoho Expense, Zoho Inventory and Zoho Subscriptions. --
Zoho PhoneBridge Integrations available with Hosted and On Premise PBX -
Zoho Analytics Integration
Zoho Campaigns Integration
Zoho Forms Integration
Zoho Webinar Integration---
Zoho Backstage Integration---
Zoho Meetings Integration-
Mail Merge Template (Plug-in for Microsoft Office) Default merge limit is 1000 merges/month/org. Additional merges can be purchased.--1000 merges/month/org1000 merges/month/org1000 merges/month/org
Attach from Zoho Docs-
Attach from Google Docs-
Google Calendar Synchronization
(For Google Users)
-
Google Contacts Synchronization
(For Google Users)
-
Zoho CRM for Google Ads--
Slack Integration-
Zoho CRM Mobile Edition
Zoho CRM Analytics Mobile Edition 
Check-in
Zoho Directory Integration-
Remote Sales Office-
LinkedIn Sales Navigator Integration--

Google Workspace

Export Meetings to Google Calendar-
Export to Google Tasks-
Synchronize Google Calendar
(For Google Workspace Users)
-
Synchronize Google Contact
(For Google Workspace Users)
-
Zoho CRM Webforms for Google Sites-1/module10/module20/module100/module

Developer Space

APIs (Max allowed credits)
More details on limits
API limits vary based upon user license purchased.
5000 credits/day/org.100,000 credits/day/org.1,000,000 credits/day/org.2,000,000 credits/day/org.Unlimited (2,000/user)
Functions - (Max allowed credits)
More details on limits
Functions limits vary based upon user license purchased.
-15,000 credits/day/org. Available through extensions20,000 credits/day/org. Available through extensions200,000 credits/day/org.Unlimited (1,000/user license)
Client Script---
Widgets---
Connections---

General

Personal Settings
Company Logo and Theme
Fiscal Year
Business Hours
Portals
Default/Client portal is free with 10,000 portal invites. Additional portals and users must be purchased as per requirement.
---10,000 portal invites included for default portal (Contacts)10,000 portal invites included for default portal (Contacts)
Sandbox---
Business Card View
Calendar
Calendar Synchronization
(CalDAV Access)
-
Advanced filters
Tags for Records-5 tags/record
20 tags/module
10 tags/record
60 tags/module
10 tags/record
100 tags/module
10 tags/record
200 tags/module
Sticky Notes
Translations---
Users3 Users (Free)800 /user license/month
billed annually or
1300 month-to-month
1400 /user license/month
billed annually or
2100 month-to-month
2400 /user license/month
billed annually or
3000 month-to-month
2600 /user license/month
billed annually or
3200 month-to-month
Lite Users
Lite users can be added on to Enterprise and Ultimate licenses with a minimum of 25 regular user licenses.
---2,400 /user license/month
billed annually or
3,000 month-to-month
2,400 /user license/month
billed annually or
3,000 month-to-month

Last updated on: Feb 13th, 2024