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Feature Availability & Limits

FeaturesEditions
FreeStarterStandardProfessionalEnterprise
FeaturesFreeStarterStandardProfessionalEnterprise
 

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)     
Social Tab (Facebook & Twitter accounts of the Company)     
Scoring Rules  10 rules/module20 rules/module30 rules/module
 

CRM Analytics

Standard Reports     
Custom Reports 25100UnlimitedUnlimited
Schedule Reports 5 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 3 dashboards10 dashboardsUnlimitedUnlimited
 

Marketing Automation

Campaigns     
Mass Email 250/day250/day500/day1000/day
Custom Email Templates10 templates25 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
512MB /user license
1GB
plus
1GB /user license
Additional Storage (for Org.) $4/month for 5GB$4/month for 5GB$4/month for 5GB$4/month for 5GB
Records5000 records10,000 records100,000 recordsUnlimitedUnlimited
Import Data1000/batch10000/batch10000/batch20000/batch30000/batch
Data Import - Clone option     
Data Import - Skip and Overwrite option 10000 records/batch10000 records/batch20000 records/batch30000 records/batch
Merge Duplicates -Find & Merge Option     
Merge Duplicates -Deduplicate Option     
Import HistoryPast 60 daysPast 60 daysPast 60 daysPast 60 daysPast 60 days
Free Data Backup 1 data backup/month2 data backups/month2 data backups/month2 data backups/month
Data Backup$10 /request$10 /request$10 /request$10 /request$10 /request
CRM Variables    11 groups + 25 entry/group
 

Security Management

Users3 Users (Free)$8 /user license/month
billed annually or $10 month-to-month
$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 fields10 custom fields50 custom fields50 custom fields
Profiles2351525
Roles23510250
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 Components510101010
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     
Custom Fields
(Includes all types of fields)
 5 fields/module10 fields/module155 fields/module
(Note: Activities module has only 140 fields)
310 fields/module
(Note: Activities module has only 230 fields)
Unique Fields  2 fields/module2 fields/module2 fields/module
Picklist History Tracking     
Standard List Views     
Custom List Views5 list views/module50 list views/module50 list views/moduleUnlimitedUnlimited
Records in List Views50100100100100
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 module30 fields per module30 fields per module30 fields per module30 fields per module
Web Tabs    25
Copy Customization     
 

Automation

Workflow Rules1 rule/module2 rules/module
2 conditions/rule
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     
Tasks5 tasks/action5 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
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/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/Contacts1 form/module2 forms/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 1 approved email address2 approved email addresses5 approved email addresses5 approved email addresses
Plug-in for Microsoft Outlook     
Zoho CRM for Office 365     
Attachments in Email3MB10MB10MB10MB10MB
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/module1/module10/module20/module
 

Developer Tools

APIs (Max allowed credits)
More details on limits
5000 credits/day/org.100000 credits/day/org.100000 credits/day/org.200000 credits/day/org.500000 credits/day/org.
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: Feb 6th, 2019