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Feature Availability & Limits

FeaturesEditions
FreeStandardProfessionalEnterprise
Pricing3 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
 

Sales Force Automation

 

CRM Analytics

Standard Reports    
Custom Reports 100UnlimitedUnlimited
Schedule Reports 20 schedulers/user
Maximum 100 schedulers/day for Org.
20 schedulers/user
Maximum 100 schedulers/day for Org.
20 schedulers/user
Maximum 100 schedulers/day for Org.
Standard Dashboards    
Custom Dashboards 10 dashboardsUnlimitedUnlimited
 

Marketing Automation

Campaigns    
Mass Email 250/day500/day1000/day
Custom Email Templates10 templates100 templatesUnlimitedUnlimited
Email Opt-out    
Autoresponders   3 autoresponders
Schedule Mass Email    
 

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/module
Notify Owner    
Assignment Rules  20 rules & 20 rule entries20 rules & 50 rule entries
Case Escalation Rules    
Business Hours    
 

Data Administration

File Storage (for Org.)1 GB1 GB
plus
512 MB /user license
1 GB
plus
512 MB /user license
1 GB
plus
1 GB /user license
Additional Storage (for Org.) $4/month for 5 GB$4/month for 5 GB$4/month for 5 GB
Records25000 records100,000 recordsUnlimitedUnlimited
Import Data1000/batch10000/batch20000/batch30000/batch
Data Import - Clone option    
Data Import - Skip and Overwrite option 10000 records/batch20000 records/batch30000 records/batch
Merge Duplicates -Find & Merge Option    
Merge Duplicates -Deduplicate Option    
Import HistoryPast 60 daysPast 60 daysPast 60 daysPast 60 days
Free Data Backup 2 data backups/month2 data backups/month2 data backups/month
Data Backup$10 /request$10 /request$10 /request$10 /request
CRM Variables   11 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
Customize User Layout 10 custom fields50 custom fields50 custom fields
Profiles251525
Roles2510250
Reporting Hierarchy    
Territory Management   150 territories
Groups 203050
Field-Level Security    
Custom Links  10 links/module10 links/module
Default Data Sharing Settings    
Public Read Only
(in Default Data Sharing Settings)
    
Data Sharing Rules   15 rules
Audit Logs    
Allowed IPs    
Record Sharing    
Data Encryption   5 fields/module
 

Product Customization

Customization FeaturesMaximum limit for individual field typesSpecial Fields
 
Home Page Components5101010
Organize Tabs    
Rename Tabs    
Group Tabs 10 groups10 groups25 groups
Custom Modules   50 modules
Layout Editor     
Page Layouts   3 layouts/module.
Not applicable for Events module.
Conditional Layouts   10 layout rules per layout
Validation Rules  5 rules per layout10 rules per layout
Subforms   2 subforms per module
Email Address Duplication Check    
Unique Fields 2 fields/module2 fields/module2 fields/module
Standard List Views    
Custom List Views5 list views/module50 list views/moduleUnlimitedUnlimited
Records in List Views50100100100
Kanban View    
Modify Criteria Pattern    
Last Activity Time in Criteria    
Custom Related Lists   5 custom related lists/module
Customize Search Layout    
Customize Related Lists Columns    
Custom Buttons   50 per module
Custom Fields
(Includes all types of fields)
 10 fields/module150 fields/module
(Note: Activities module has only 140 fields)
305 fields/module
(Note: Activities module has only 230 fields)
Web Tabs   25
Copy Customizaton    
 

Automation

Workflow Rules1 rule/module6 rules/module
5 conditions/rule
20 rules/module
5 conditions/rule
50 rules/module
10 conditions/rule
Scheduled Action   5 actions/workflow rule
Workflow Usage    
Tasks5 tasks/action5 tasks/action5 tasks/action5 tasks/action
Reminder for
Workflow Tasks
    
Email Notifications5 alerts/action5 alerts/action5 alerts/action5 alerts/action
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/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
(whichever is lower)
1/action
20000 calls/day or 500 calls per user license for the org.
(whichever is lower)
Functions   1 Instant Action and 5 Time-Based Actions per Rule
Functions - Calls per Day   20000 calls/day or 200 calls per user license for the org.
(whichever is lower)
Functions - Integration Tasks   25000 Zoho API calls/day using deluge
Functions - Get Data   25000 calls/day
Functions - Post Data   25000 calls/day
Functions - Send Mail   1000 emails/day
Custom Schedules    
Approval Process    
Blueprint  3 Blueprints (Includes the default Blueprints)20 Blueprints (Includes the default Blueprints)
 

Web Forms

Forms for Leads/Contacts1 form/module5 forms/module10 forms/module20 forms/module
Approve Records    
Assignment Rules  20 rules & 20 rule entries20 rules & 50 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.)
  
BCC Dropbox    
Plug-in for Microsoft Outlook    
Zoho CRM for Office 365    
Attachments in Email3 MB10 MB10 MB10 MB
Email Sharing    
Email Parser     
 

Developer Tools

Version 2.0 APIs5000 calls/day/org.250 calls/user license Max: 100000 calls/day/org.
Min: 10000 calls/day/org.
500 calls/user license Max: 100000 calls/day/org.
Min: 10000 calls/day/org.
1000 calls/user license Max: 100000 calls/day/org.
Min: 10000 calls/day/org.
Version 1.0 APIs1000 calls/day/org.250 calls/user license Max: 5000 calls/day/org.
Min: 2000 calls/day/org.
250 calls/user license Max: 10000 calls/day/org.
Min: 3000 calls/day/org.
500 calls/user license Max: 25000 calls/day/org.
Min: 4000 calls/day/org.
Widgets    
Connections    
 

Others

Portals    
Sandbox    
Business Card View    
Calendar    
Calendar Synchronization
(CalDAV Access)
    
Advanced filters    
Gamescope    
Tagging  10 tags per module30 tags per module50 tags per module
Sticky Notes    

Developer EditionLast updated on: March 30, 2018