Feature Availability & Limits

 

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/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.	20 schedulers/user Maximum 100 schedulers/day.	20 schedulers/user Maximum 100 schedulers/day.
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

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/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.)	1GB	1GB 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
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

 

Security Management

Users	3 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 fields	50 custom fields	50 custom fields
Profiles	2	5	15	25
Roles	2	5	10	250
Reporting Hierarchy
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/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 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.
Conditional Layouts				10 layout rules per layout
Validation Rules			5 rules per layout	10 rules per layout
Subforms				2 subforms per module
Email Address Duplication Check
Custom Fields (Includes all types of fields)		15 fields/module	155 fields/module (Note: Activities module has only 140 fields)	310 fields/module (Note: Activities module has only 230 fields)
Unique Fields		2 fields/module	2 fields/module	2 fields/module
Picklist History Tracking
Standard List Views
Custom List Views	5 list views/module	50 list views/module	Unlimited	Unlimited
Records in List Views	50	100	100	100
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
Personal Fields (Marking fields as personal)	30 fields per module	30 fields per module	30 fields per module	30 fields per module
Web Tabs				25
Copy Customization

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
Date Time Fields		10	10	25
Boolean (Checkbox)		10	20	50
Long Integer Fields		5	5	15
Lookup Fields			5	5
Multi-select Lookup Fields				2
User Fields				3 fields/module
Record Image Field
File Upload Field		5 fields/module	5 fields/module	5 fields/module
Auto-number Fields (Included in the total no. of Text fields)		1	1	1
Formula Fields (Included in the total no. of individual field types: Decimal, Currency, String, Date, DateTime, Boolean)			15 fields/module	15 fields/module

Contact Role
Terms & Conditions
Tax Rates

 

Automation

Workflow Rules	1 rule/module	6 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
Tasks	5 tasks/action	5 tasks/action	5 tasks/action	5 tasks/action
Reminder for Workflow Tasks
Email Notifications	5 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/action	3 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 Limit applicable for the org. (whichever is lower)	1/action 20000 calls/day or 500 calls/user license/day Limit applicable 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/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

 

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 Email	3MB	10MB	10MB	10MB
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
Zoho Forms 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/module	10/module	20/module

 

Developer Tools

APIs	5000 calls/day/org.	100000 calls/day/org.	100000 calls/day/org.	100000 calls/day/org. More details on limits
Widgets
Connections

 

Others

Portals				1 portal free for Contacts module. ​For 4 more portals, user license needs to be purchased. 50 users (minimum user count) - $600/month 51 to 100 users - $12/user ​100 users up - $10/user
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: Jan 2nd, 2019