Feature Availability & Limits
| Features | New Pricing Editions | |||
| Free | Standard | Professional | Enterprise | |
| Pricing | 10 Users (Free) | $12 /user license/month billed annually or $15 month-to-month | $20 /user license/month billed annually or $25 month-to-month | $35 /user license/month billed annually or $40 month-to-month |
| Sales Force Automation | ||||
| Leads |  | | | |
| Accounts | | | | |
| Contacts | | | | |
| Potentials | | | | |
| Sales Forecasting | | | | |
| Forecasts Based on Territories | | |||
| Macros | | | ||
| Feeds | | | | |
| SalesSignals | | | ||
| Document Library | | | | |
| Activities - Tasks, Events, Calls (Tasks, Events, Calls) | | | | |
| Reminders | | | | |
| Recurring Activities | | | | |
| Multiple Currencies | | |||
| Social (Integration with Facebook, Twitter, Google Plus) | | | | |
| Social Tab (Facebook & Twitter accounts of the Company) | | | ||
| Scoring Rules | 10 rules/module | 20 rules/module | 30 rules/module | |
| CRM Analytics | ||||
| Standard Reports | | | | |
| Custom Reports | 100 | Unlimited | Unlimited | |
| 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 dashboards | Unlimited | Unlimited | |
| Marketing Automation | ||||
| Campaigns | | | | |
| Mass Email | 250/day | 500/day | 1000/day | |
| Custom Email Templates | 10 templates | 100 templates | Unlimited | Unlimited |
| Email Opt-out | | | | |
| Autoresponders | 3 autoresponders | |||
| Schedule Mass Email | | | ||
| Zia | ||||
| Trend Analysis | | |||
| Best Time to Contact | | |||
| Macro Suggestion | | |||
| Inventory Management | ||||
| Products | | | ||
| Price Books | | | ||
| Quotes | | | ||
| Sales Orders | | | ||
| Invoices | | | ||
| Vendors | | | ||
| Purchase Orders | | | ||
| Inventory Templates | | | ||
| Customer Support | ||||
| Cases | | | ||
| Solutions | | | ||
| Web-to-Case Form | 10 forms/module | 20 forms/module | ||
| Notify Owner | | | ||
| Assignment Rules | 20 rules & 20 rule entries | 20 rules & 50 rule entries | ||
| Case Escalation Rules | | |||
| Business Hours | | |||
| Data Administration | ||||
| File Storage (for Org.) | 1 GB | 1 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 | |
| Records | 25000 records | 100,000 records | Unlimited | Unlimited |
| Import Data | 1000/batch | 10000/batch | 20000/batch | 30000/batch |
| Data Import - Clone option | | | | |
| Data Import - Skip and Overwrite option | 10000 records/batch | 20000 records/batch | 30000 records/batch | |
| Merge Duplicates -Find & Merge Option | | | | |
| Merge Duplicates -Deduplicate Option | | | ||
| Import History | Past 60 days | Past 60 days | Past 60 days | Past 60 days |
| Free Data Backup | 2 data backups/month | 2 data backups/month | 2 data backups/month | |
| Data Backup | $10 /request | $10 /request | $10 /request | $10 /request |
| CRM Variables | 11 groups + 25 entry/group | |||
| API for Third-party App. Integration | 1000 calls/day/org. | 250 calls/user license | 250 calls/user license | 500 calls/user license |
Max: 5000 calls/day Min: 2000 calls/day | Max: 10000 calls/day Min: 3000 calls/day | Max: 25000 calls/day Min: 4000 calls/day | ||
| Security Management | ||||
| Users | 10 Users (Free) | $12 /user license/month billed annually or $15 month-to-month | $20 /user license/month billed annually or $25 month-to-month | $35 /user license/month billed annually or $40 month-to-month |
| Profiles | 2 | 5 | 15 | 25 |
| Roles | 2 | 5 | 10 | 250 |
| Territory Management | 150 territories | |||
| Groups | 20 | 30 | 50 | |
| Field-Level Security | | | ||
| Custom Links | 10 links/module | 10 links/module | ||
| Default Data Sharing Settings | | | | |
| Public Read Only (in Default Data Sharing Settings) | | |||
| Data Sharing Rules | 15 rules | |||
| Audit Logs | | | | |
| Allowed IPs | | | | |
| Record-Level Sharing | | |||
| Product Customization | ||||
| Home Page Components | 5 | 10 | 10 | 10 |
| Organize Tabs | | | | |
| Rename Tabs | | | | |
| Group Tabs | 10 groups | 10 groups | 25 groups | |
| Custom Modules | 50 modules | |||
| Layout Editor | | | | |
| Page Layouts | 3 layouts/module. Not applicable for Events module. | |||
| Email Address Duplication Check | | | | |
| Unique Fields | 2 fields/module | 2 fields/module | 2 fields/module | |
| Standard List Views | | | | |
| Custom List Views | 5 list views/module | 50 list views/module | Unlimited | Unlimited |
| Records in List Views | 50 | 100 | 100 | 100 |
| Modify Criteria Pattern | | | | |
| Last Activity Time in Criteria | | | | |
| Custom Related Lists | 5 custom related lists/module | |||
| Customize Search Layout | | | | |
| Customize Related Lists Columns | | | | |
| Copy Customizaton | | | | |
| Custom Buttons | 50 per module | |||
| Custom Fields (Includes all types of fields) | 10 fields/module | 150 fields/module (Note: Activities module has only 140 fields) | 300 fields/module (Note: Activities module has only 230 fields) | |
| Web Tabs | 25 | |||
| Maximum limit for individual field types | ||||
| String fields (Text, Pick List, Multi-select Pick List, Email, Phone, Text Area, URL, and Auto Number) Maximum 10 Text Area fields | 10 | 60 | 130 | |
| Integer Fields (digits without decimal) | 10 | 20 | 30 | |
| Number fields (Decimal, Percentage, and Currency) | 10 | 15 | 20 | |
| Date Fields | 10 | 15 | 25 | |
| DateTime Fields | 10 | 10 | 25 | |
| Boolean (Check box) | 10 | 20 | 50 | |
| Long Integer Fields | 5 | 5 | 15 | |
| Lookup Fields | 5 | 5 | ||
| Auto-number Fields (Included in the total no. of Text fields) | 1 | 1 | 1 | |
| Formula Fields (Included in the total no. of custom fields) | 15 fields/module | 15 fields/module | ||
| Special Fields | ||||
| Contact Role | | | | |
| Terms & Conditions | | | ||
| Tax Rates | | | ||
| Automation | ||||
| Workflow Rules | 1 rule/module | 6 rules/module | 20 rules/module | 50 rules/module |
| Scheduled Action | 5 actions/workflow rule | |||
| Workflow Tasks | 5 tasks/action | 5 tasks/action | 5 tasks/action | 5 tasks/action |
| Reminder for Workflow Tasks | | | | |
| Workflow Alerts | 5 alerts/action | 5 alerts/action | 5 alerts/action | 5 alerts/action |
| Record Owner, Record Creator, Record Owners Manager (options in Alert) | | | | |
| Using Email field from the Module & Related Modules | | |||
| Workflow Field Updates | 3 field updates/action | 3 field updates/action | ||
| Delete (Execute On Record Action) | | | ||
| Field Update (Execute On Record Action) | | |||
| Workflow Convert | | | | |
| Execute Based on Date Field Value | | |||
| 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) | ||
| Custom Functions | 1 Instant Action and 5 Time-Based Actions per Rule | |||
| Custom Functions - Calls per Day | 20000 calls/day or 200 calls per user license for the org. (whichever is lower) | |||
| Custom Functions - Integration Tasks | 25000 Zoho API calls/day using deluge | |||
| Custom Functions - Get Data | 25000 calls/day | |||
| Custom Functions - Post Data | 25000 calls/day | |||
| Custom Functions - Send Mail | 1000 emails/day | |||
| Custom Schedules | | |||
| Approval Process | | |||
| Blueprint | 200 Blueprints/module | |||
| Web Forms | ||||
| Forms for Leads/Contacts | 1 form/module | 5 forms/module | 10 forms/module | 20 forms/module |
| Approve Records | | | | |
| Assignment Rules | 20 rules & 20 rule entries | 20 rules & 50 rule entries | ||
| Auto Response Rules | | | | |
| Unsubscribe Form | | | | |
| Notify Record Owner | | | | |
| 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 Email | 3 MB | 10 MB | 10 MB | 10 MB |
| 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 PhoneBridge Integrations available with Twilio, Ringio, RingCentral Asterisk, Avaya, and Elastix | | | | |
| 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 AdWords | | | ||
| Advanced Gamification (Zoho Motivator Integration) | | | | |
| Slack Integration | | | | |
| Google Apps | ||||
| Zoho CRM Contextual Gadget for Gmail | | | | |
| Export Events to Google Calendar | | | | |
| Export to Google Tasks | | | | |
| Synchronize Google Calendar (For Google Apps Users) | | | ||
| Synchronize Google Contact (For Google Apps Users) | | | ||
| Zoho CRM Web Forms for Google Sites | 1/module | 10/module | 20/module | |
| Others | ||||
| Business Card View | | | | |
| Calendar | | | | |
| Calendar Synchronization (CalDAV Access) | | | | |
| Advanced filters | | | | |
| Gamescope | | |