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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

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    
CRM Events with Zoho Meeting    
Multiple Currencies    
Social (Integration with Facebook, Twitter, Google Plus)    
Social Tab (Facebook & Twitter accounts of the Company)    
Scoring Rules 10 rules/module20 rules/module30 rules/module
 

CRM Analytics

Standard Reports    
Custom Reports 100UnlimitedUnlimited
Schedule Reports 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 dashboardsUnlimitedUnlimited
 

Marketing Automation

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

Zia

Zia Voice    
Best Time to Contact    
Zia Reminders    
Conversion Prediction    
Trend Analysis    
Macro Suggestion    
Zia Intelligence for Automation    
Data Enrichment   $20 for 25,000 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/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.)1GB1GB
plus
512MB /user license
1GB
plus
512MB /user license
1GB
plus
1GB /user license
Additional Storage (for Org.) $4/month for 5GB$4/month for 5GB$4/month for 5GB
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/module
Audit Logs    
Allowed IPs    
Record Sharing    
Data Encryption   5 fields/module
GDPR Compliance Settings    
 

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
Picklist History Tracking    
Standard List Views    
Custom List Views5 list views/module50 list views/moduleUnlimitedUnlimited
Records in List Views50100100100
Kanban View    
Canvas View   3 views/module/org. with every user license
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)
 15 fields/module155 fields/module
(Note: Activities module has only 140 fields)
310 fields/module
(Note: Activities module has only 230 fields)
Personal Fields30 fields per module30 fields per module30 fields per module30 fields per module
Web Tabs   25
Copy Customization    
 

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/action
Emails can be sent to users only.
5 alerts/action
Emails can be sent to users only.
5 alerts/action
Emails can be sent to users only.
5 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 Email3MB10MB10MB10MB
Email Sharing   
Email Parser    
Email Association with Deals    
 

Integrations

Zoho CRM Mobile Edition    
Check-in    
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    
Zoho Writer Add-on    
Zoho Desk Integration    
Zoho Projects Integration    
Zoho Finance Suite Integration
(includes Zoho Books, Zoho Invoice and Zoho Subscriptions, Zoho Expense and Zoho Inventory)
    
Zoho PhoneBridge
Integrations available with Hosted and On Premise PBX
    
Zoho Reports Integration    
Zoho Campaigns Integration    
Plug-in for Microsoft Office    
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    
 

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/module
 

Developer Tools

APIs5000 calls/day/org.100000 calls/day/org.100000 calls/day/org.100000 calls/day/org.
More details on limits
Widgets    
Connections    
 

Others

Portals    
Sandbox    
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
Sticky Notes    

Developer EditionLast updated on: July 25th, 2018