Trial Version - Feature Availability & Limits

FeaturesEditions
FreeStandardProfessionalEnterpriseUltimate
FeaturesFreeStandardProfessionalEnterprise
 

Sales Force Automation

Leads     
Accounts     
Contacts     
Deals     
Sales Forecasting     
Forecasts Based on Territories     
Macros     
Feeds     
SalesSignals     
Document Library     
Activities - Tasks, Events, Calls
(Tasks, Events, Calls)
     
Reminders     
Recurring Activities     
Calendar Booking     
Social (Integration with Facebook, Twitter)     
Social Tab (Facebook & Twitter accounts of the Company)     
Scoring Rules 10 fields /module20 fields /module30 fields /module50 fields /module
 

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 100 schedulers/day.
Standard Dashboards     
Custom Dashboards 10 dashboardsUnlimitedUnlimitedUnlimited
Charts and KPIs     
Comparator, Target Meter,
​Anomaly Detector, Funnel
     
 

Marketing Automation

Campaigns     
Mass Email 20/day20/day20/day20/day
Custom Email Templates10 templates100 templatesUnlimitedUnlimitedUnlimited
Email Opt-out     
Autoresponders   3 autoresponders5 autoresponders
Schedule Mass Email  10/module10/module10/module
 

Zia

Zia Voice     
Best Time to Contact     
Zia Reminders     
Conversion Prediction     
Trend Analysis     
Macro Suggestion     
Zia Intelligence for Automation     
Data Enrichment   500 records/user license
Maximum of 50,000 records
2000 records/user license
Maximum of 50000 records
 

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 & 20 rule entries20 rules & 50 rule entries50 rules & 100 rule entries
Case Escalation Rules     
 

Data Administration

File Storage (for Org.)1GB1GB1GB1GB1GB
Additional File Storage (for Org.) $4/month for 5GB$4/month for 5GB$4/month for 5GB$4/month for 5GB
Data Storage (for Org.) All modules 5,000 records5,000 records5,000 records5,000 records5,000 records
Import Data1000/batch5000/batch5000/batch5000/batch5000/batch
Data Import - Clone option     
Data Import - Skip and Overwrite option 5000 records/batch5000 records/batch5000 records/batch5000 records/batch
Merge Duplicates -Find & Merge Option     
Import HistoryPast 60 daysPast 60 daysPast 60 daysPast 60 daysPast 60 days
Export Module Data1000 records/module3000 records/module3000 records/module3000 records/module3000 records/module
Data Backup$10 /request$10 /request$10 /request$10 /request$10 /request
CRM Variables   11 groups + 25 entry/group11 groups + 25 entry/group
 

Security Management

Users3 Users (Free)$12 /user license/month
billed annually or $18 month-to-month
$20 /user license/month
billed annually or $30 month-to-month
$35 /user license/month
billed annually or $45 month-to-month
$45 /user license/month
billed annually or $55 month-to-month
Customize User Layout 10 custom fields50 custom fields50 custom fields50 custom fields
Profiles25152550
Roles2525250500
Reporting Hierarchy     
Territory Management   150250
Groups 203050100
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   15 rules/module50 rules/module
Audit Logs     
Record Sharing     
Data Encryption   3 fields/module5 fields/module
GDPR Compliance Settings     
 

Product Customization

Customization FeaturesMaximum limit for individual field typesSpecial Fields
 
Home Page Components510101010
Organize Tabs     
Rename Tabs     
Group Tabs 10 groups10 groups25 groups50 groups
Custom Modules   100 modules
(2 modules/user license)
500 modules
(5 modules/user license)
Layout Editor     
Page Layouts   3 layouts/module.
Not applicable for Events module.
6 layouts/module.
Not applicable for Events module.
Layout Rules   10/layout10/layout
Validation Rules  5 rules per module10 rules per module25 rules per layout
Subforms   2 subforms per module5 subforms per module
Email Address Duplication Check     
Custom Fields
(Includes all types of fields)
 10 fields/module155 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     
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 custom related lists/module10 custom related lists/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   2525
Copy Customization     
Multiple Sales Pipeline 3/layout<3/layout3/layout3/layout
 

Automation

Workflow Rules1 rule/module6 rules/module
5 conditions/rule
20 rules/module
5 conditions/rule
50 rules/module
10 conditions/rule
50 rules/module
10 conditions/rule
Scheduled Action   5 actions/condition5 actions/condition
Workflow Usage     
Tasks5 tasks/action5 tasks/action5 tasks/action5 tasks/action5 tasks/action
Reminder for
Workflow Tasks
     
Email Notifications5 email notifications/action, 50 emails/user license, 150 emails/day
(whichever is lower)
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, 1000 emails/User License, 50,000 emails/Day
(whichever is lesser)
Record Owner, Record Creator, Record Owners Manager (options in Alert)     
Using Email field from the
Module & Related Modules
     
Field Updates  3 field updates/action3 field updates/action3 field updates/action
Delete (Execute On Record Action)     
Field Update (Execute On Record Action)     
Workflow Convert     
Execute Based on Date Field Value     
Execute Based on Record's Score     
Webhooks  1/action
10000 calls/day or 100 calls/user license/day
(whichever is lower)
1/action
25000 calls/day or 500 calls/user license/day
(whichever is lower)
1/action
100,000 calls/day or 1000 calls/user/day
(whichever is lower)
Functions   1 Instant Action and 5 Time-Based Actions per Rule1 Instant Action and 5 Time-Based Actions per Rule
Custom Schedules     
Approval Process     
Blueprint  3 Blueprints (Includes the default Blueprints)20 Blueprints (Includes the default Blueprints)100 Blueprints (Includes the default Blueprints)
Clone Blueprint     
 

Web Forms

Forms for Leads/Contacts1 form/module5 forms/module10 forms/module20 forms/module100 forms/module
Approve Records     
Assignment Rules  20 rules & 20 rule entries20 rules & 50 rule entries50 rules & 100 rule entries
Auto Response Rules     
Unsubscribe Form     
Notify Record Owner     
 

Email

Zoho Mail Add-on     
IMAP     
Email Insights  
(Note: Includes response tracking & limited options under advanced filters.)
   
Organization Emails     
BCC Dropbox 2 approved email addresses5 approved email addresses5 approved email addresses10 approved email addresses
Plug-in for Microsoft Outlook     
Zoho CRM for Office 365     
Attachments in Email3MB10MB10MB10MB10 MB
Email Sharing     
Email Authentication1 Domain5 Domains10 Domains20 Domains20 Domains
Email Parser     
Email Association with Deals     
Email Relay  10 relay servers20 relay servers20 relay servers
 

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
     
Manage Mail Add-on Users     
Zoho Creator Integration     
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 Reports Integration     
Zoho Campaigns Integration     
Zoho Forms Integration     
Zoho Webinar Integration     
Zoho Backstage Integration     
CRM Events with Zoho Meeting     
Plug-in for Microsoft Office
Mail Merge Templates
     
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     
Advanced Gamification
(Zoho Motivator Integration)
     
Slack Integration     
Zoho CRM Mobile Edition     
Check-in     
 

G Suite

Export Events to Google Calendar     
Export to Google Tasks     
Synchronize Google Calendar
(For Google Suite Users)
     
Synchronize Google Contact
(For Google Suite Users)
     
Zoho CRM Web Forms for Google Sites 1/module10/module20/module100/module
 

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.100,0000 credits/day/org.Unlimited (2000/user)
Widgets     
Connections     
Functions - (Max allowed credits)
More details on limits Functions limits vary based upon user license purchased.
 15,000 credits/day/org.20,000 credits/day/org.100,000 credits/day/org.Unlimited (1000/user license)
 

General

Personal Settings     
Company Logo and Theme     
Fiscal Year     
Business Hours     
Business Card View     
Calendar     
Calendar Synchronization
(CalDAV Access)
     
Advanced filters     
Gamescope     
Tags for Records 5 tags per record
20 tags per module
10 tags per record
60 tags per module
10 tags per record
100 tags per module
10 tags per record
200 tags per module
Sticky Notes     

Last updated on: May 08th, 2020