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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

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 fields /module20 fields /module30 fields /module50 fields /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-20 schedulers/user
Maximum 100 schedulers/day.
20 schedulers/user
Maximum 100 schedulers/day.
20 schedulers/user
Maximum 100 schedulers/day.
20 schedulers/user
Maximum 200 schedulers/day.
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/module

Zia(Available for orgs with more than 20 user licenses)

Zia Voice Supported in English only.---
Best Time to Contact---
Zia Reminders---
Conversion Prediction---
Trend Analysis---
Macro Suggestion---
Zia Intelligence for Automation---
Data EnrichmentAvailable only in English.---500 records/user license
Maximum of 50000 records
2000 records/user license
Maximum of 50000 records
Record Owner Suggestion in Assignment Rule---
Prediction Builder---2/org20/org
RecommendationAvailable for orgs with more than 20 user licenses---1/org10/org
Zia Next Best Experience for deal closuresAvailable for organizations with more than 20 user licenses---
Recommendation Analytics---
Zia Similarity RecommendationAvailable for orgs with more than 20 user licenses---1 rule/org10 rules/org
(1 rule/module)
Zia VisionImage Validation---1 rule/org (1/module)20 rules/org (2/module)
Workflow Suggestion---
Zia for EmailsAvailable for orgs with more than 20 user licenses---
Zia CompetitorAvailable for orgs with more than 25 user licenses---

Inventory Management

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

Customer Support

Cases--
Solutions--
Web-to-Case Form--10 forms/module20 forms/module100 forms/module
Notify Owner-
Assignment Rules--20 rules/module & 20 rule entries20 rules/module & 50 rule entries50 rules/module & 100 rule entries
Case Escalation Rules---

Data Administration

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.)-240/month for 5GB240/month for 5GB240/month for 5GB240/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 Data1,000 records/module3,000 records/module3,000 records/module3,000 records/module3,000 records/module
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---100 modules500 modules
Custom Modules per user license---2 modules5 modules
Layout Editor
Page Layouts---3 layouts/module
(Note: Not applicable for Activities module)
6 layouts/module
(Note: Not applicable for Activities module)
Canvas record detail page views-1 canvas view/org3 canvas views/org5 canvas views/module25 canvas views/module
Layout Rules---10/layout10/layout
Validation Rules--5/layout10/layout
(Using Functions: 3/layout)
25/layout
(Using Functions: 5/layout)
Subforms---2/module5/module
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
Standard List Views
Custom List Views5 list views/module50 list views/moduleUnlimitedUnlimitedUnlimited
Records in List Views50100100100100
Kanban ViewOnly for the Deals and Activities modulesOnly for the Deals and Activities modulesOnly for the Deals and Activities modules
Canvas View---3 views/user/module5 views/user/module
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---5 (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

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
-1060200200
Integer Fields(Digits without decimal)-10204040
Number fields(Decimal, Percentage, and Currency)-10154040
Date Fields-10155050
Date Time Fields-10105050
Boolean (Checkbox)-10208585
Long Integer Fields-10153535
External Fields---1015
Lookup Fields--5510
Multi-select Lookup Fields---22
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)--151515
Multi-user Field---11
Image Upload Field--222

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--41050
Approval Process---
Review Process---5/module10/module
CommandCenter---5 journeys/org (includes both active and inactive journeys)10 journeys /org (includes both active and inactive journeys)

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)
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 3 months of data for Analytics
Webform A/B Testing---2 webforms/module10 webforms/module

Email

Zoho Mail Add-on--
IMAP--
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
Plug-in for Microsoft Outlook--
Zoho CRM for Office 365-
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

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
Manage Mail Add-on Users--
Zoho Creator Integration---
Integration with Online Meeting providers Integrations available with Hosted and On Premise Meeting providers-
Visitor Tracking
Zoho SalesIQ Integration
SalesInbox---
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 published.--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
Zoho CRM for Gmail Add-on-

Developer Tools

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.500,000 credits/day/org.1,000,000 credits/day/org.Unlimited (2,000/user)
Widgets---
Connections---
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)

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
Gamescope
Not supported for new sign-ups from Oct 1st, 2021. Complete EOL by Nov 30th, 2021.
--
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

Last updated on: Sep 29th, 2022