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    Feature Availability & Limits

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    FeaturesEditions
    FreeStandardProfessionalEnterpriseUltimate
    FeaturesFreeStandardProfessionalEnterpriseUltimate
     

    Sales Force Automation

    Leads     
    Accounts     
    Contacts     
    Deals     
    Sales Forecasting     
    Forecasts Based on Territories     
    Macros     
    Feeds     
    SalesSignals     
    Document Library     
    Activities
    (Tasks, Events, Calls)    		     
    Reminders     
    Recurring Activities     
    Calendar Booking     
    Multiple Currencies     
    Social
    (Integration with Facebook & Twitter)    		     
    Social Tab
    (Facebook & Twitter accounts of the Company)    		     
    Scoring Rules 10 fields /module20 fields /module30 fields /module50 fields /module
     

    CRM Analytics

    Standard Reports     
    Custom Reports 100UnlimitedUnlimitedUnlimited
    Schedule Reports 20 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 10 dashboardsUnlimitedUnlimitedUnlimited
    Charts and KPIs     
    Anomaly Detector   10 trends
    Additional 1 trend/user license (max 50)    		20 trends
    Additional 2 trends/user license (max 100)
    Comparator, Target Meter, and Funnel     
    Cohort Analysis   1025
    Quadrant Analysis     
     

    Marketing Automation

    Campaigns     
    Mass Email This limit applies only to the org's sales activities. Kindly check Zoho Campaigns for campaigning purpose. Mass emails do not include workflow email notifications. 250/day/org500/day/org1000/day/org2000/day/org
    Custom Email Templates10 templates100 templatesUnlimitedUnlimitedUnlimited
    Email Opt-out     
    Autoresponders   3 autoresponders5 autoresponders
    Schedule Mass Email  10/module10/module10/module
     

    Zia

    Zia Voice Supported in English only.     
    Best Time to Contact     
    Zia Reminders     
    Conversion Prediction     
    Trend Analysis     
    Macro Suggestion     
    Zia Intelligence for Automation     
    Data Enrichment   500 records/user license
    Maximum of 50000 records    		2000 records/user license
    Maximum of 50000 records
    Record Owner Suggestion in Assignment Rule     
    Prediction Builder   2/org20/org
    Recommendation
    (Available for orgs with more than 25 user licenses)    		   1/org10/org
    Zia Vision
    (Image Validation)    		   1 rule/org (1/module)20 rules/org (2/module)
    Workflow Suggestion     
    Zia for Emails
    (Available for orgs with more than 25 user licenses)    		     
     

    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/module100 forms/module
    Notify Owner     
    Assignment Rules  20 rules & 20 rule entries20 rules & 50 rule entries50 rules & 100 rule entries
    Case Escalation Rules     
     

    Data Administration

    File Storage (for Org.)1GB1GB
    plus
    512MB/user license    		1GB
    plus
    512MB/user license    		1GB
    plus
    1GB/user license    		5GB
    plus
    1GB/user license
    Additional File Storage (for Org.) $4/month for 5GB$4/month for 5GB$4/month for 5GB$4/month for 5GB
    Data Storage (1-200 users)All modules 5,000 records100,000 records10GB
    (5 Million records approx)    		10GB
    (5 Million records approx)    		10GB
    (5 Million records approx)
    Storage per user license  20MB50MB100MB
    Additional Data Storage Price mentioned is per month. Purchase available offline.   $4 for 100MB /month$4 for 100MB /month$4 for 100MB /month
    Data storage (> 200 users) All modules 5,000 records100,000 records10GB
    (5 million records approx)    		15GB
    (7.5 million records approx)    		30GB
    (15 million records approx)
    Additional Data Storage (> 200 users) Price mentioned is per month. Purchase available offline.   $2 for 100MB /month$2 for 100MB /month$2 for 100MB /month
    Import Data1,000/batch10,000/batch20,000/batch30,000/batch50,000/batch
    Data Import - Clone option     
    Data Import - Skip and Overwrite option 10,000 records/batch20,000 records/batch30,000 records/batch50,000 records/batch
    Merge Duplicates - Find & Merge Option     
    Merge Duplicates - Deduplicate Option     
    Import HistoryPast 60 daysPast 60 daysPast 60 daysPast 60 daysPast 60 days
    Export Module Data1,000 records/module3,000 records/module3,000 records/module3,000 records/module3,000 records/module
    Free Data Backup 2 data backups/month2 data backups/month2 data backups/month4 data backups/month
    Data Backup$10 /request$10 /request$10 /request$10 /request$10 /request
    CRM Variables   11 groups + 25 entry/group11 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    		$45 /user license/month
    billed annually or $55 month-to-month
    Customize User Layout 10 custom fields50 custom fields50 custom fields50 custom fields
    Profiles25152550
    Roles2525250500
    Reporting Hierarchy     
    Territory Management   150250
    Groups 203050250
    Field-Level Security     
    Custom Links  10 links/module10 links/module50 links/module
    Default Data Sharing Settings     
    Public Read Only
    (in Default Data Sharing Settings)    		     
    Data Sharing Rules   15 rules/module100 rules/module
    Audit Logs     
    Allowed IPs     
    Record Sharing     
    Data Encryption   5 fields/module10 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 groups50 groups
    Custom Modules   100 modules500 modules
    Custom Modules per user license   2 modules5 modules
    Layout Editor     
    Page Layouts   3 layouts/module
    (Note: Not applicable for Activities module)    		6 layouts/module
    (Note: Not applicable for Activities module)
    Layout Rules   10/module10/module
    Validation Rules  5/layout10/layout
    (Using Functions: 3/layout)    		25/layout
    (Using Functions: 5/layout)
    Subforms   2/module5/module
    Email Address Duplication Check     
    Custom Fields
    (Includes all types of fields)    		 10 fields/module
    (Note: Activities module has only 10 fields)    		155 fields/module
    (Note: Activities module has only 140 fields)    		300 fields/module
    (Note: Activities module has only 230 fields)    		500 fields/module
    (Note: Activities module has only 230 fields)
    Unique Fields 2 fields/module2 fields/module2 fields/module2 fields/module
    Picklist History Tracking     
    Standard List Views     
    Custom List Views5 list views/module50 list views/moduleUnlimitedUnlimitedUnlimited
    Records in List Views50100100100100
    Kanban ViewOnly for the Deals and Activities modulesOnly for the Deals and Activities modulesOnly for the Deals and Activities modules  
    Canvas View   3 views/user/module5 views/user/module
    Modify Criteria Pattern     
    Last Activity Time in Criteria     
    Custom Related Lists   5/module10/module
    Customize Search Layout     
    Customize Related Lists Columns     
    Custom Buttons   50/module250/module
    Personal Fields
    (Marking fields as personal)    		30 fields/module30 fields/module30 fields/module30 fields/module30 fields/module
    Web Tabs   2525
    Copy Customization     
    Wizards   5 (2 per module)25 (5 per module)
    Multiple Sales PipelineDefault (standard) pipeline only5/module10/module20/module50/module
     

    Process Management

    Blueprint  3 Blueprints (Includes the default Blueprints)20 Blueprints (Includes the default Blueprints)100 Blueprints (Includes the default Blueprints)
    Clone Blueprint     
    Common Transition per Blueprint  21025
    Transition per Blueprint  10100300
    Field Count During Transition  41050
    Approval Process     
    Review Process   5/module10/module
    CommandCenter   5 journeys/org (includes both active and inactive journeys)10 journeys /org (includes both active and inactive journeys)
     

    Automation

    Workflow Rules1 rule/module6 rules/module
    5 conditions/rule    		20 rules/module
    5 conditions/rule    		50 rules/module
    10 conditions/rule    		50 rules/module
    10 conditions/rule
    Scheduled Action   5 actions/condition5 actions/condition
    Workflow Usage     
    Tasks5 tasks/action5 tasks/action5 tasks/action5 tasks/action5 tasks/action
    Reminder for
    Workflow Tasks    		     
    Email Notifications
    (Sending workflow emails to CRM users and customers)    		5 email notifications/action, 50 emails/user license, 150 emails/day
    (whichever is lower)
    **Emails can be sent only to the CRM users.    		5 email notifications/action, 100 emails/user license, 5,000 emails/day
    (whichever is lower)
    **Emails can be sent only to the CRM users.    		5 email notifications/action, 200 emails/user license, 10,000 emails/day
    (whichever is lower)
         		5 email notifications/action, 500 emails/user license, 25,000 emails/day
    (whichever is lower)
         		5 email notifications/Action, 1,000 emails/User License, 50,000 emails/Day
    (whichever is lesser)
     
    Record Owner, Record Creator, Record Owners Manager (options in Alert)     
    Using Email field from the
    Module & Related Modules    		     
    Field Updates  5 field updates/action5 field updates/action5 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 (Workflow action)  1/action
    10,000 calls/day or 100 calls/user license/day
    Limit applicable for the org.
    (whichever is lower)    		1/action
    100,000 calls/day or 500 calls/user license/day
    Limit applicable for the org.
    (whichever is lower)    		1/action
    500,000 calls/day or 1000 calls/user/day
    Limit applicable for the org.
    (whichever is lower)
    Functions (Workflow action)   1 Instant Action and 5 Time-Based Actions per Rule1 Instant Action and 5 Time-Based Actions per Rule
    Custom Schedules     
    Marketing Attribution     
    Segmentation   1 (active or inactive)
    5 (unpublished or draft)    		5 (active or inactive)
    20 (unpublished or draft)
    Workflow Usage Report     
     

    Web Forms

    Forms for Leads/Contacts1 form/module5 forms/module10 forms/module20 forms/module100 forms/module
    Approve Records     
    Auto Response Rules     
    Unsubscribe Links25101010
    Notify Record Owner     
    Web form Analytics   100,000 visits/month and 3 months of data for Analytics300,000 visits/month and 3 months of data for Analytics
    Web form A/B Testing   2 web forms/module10 web forms/module
     

    Email

    Zoho Mail Add-on     
    IMAP     
    Email Insights  
    (Note: Includes response tracking & limited options under advanced filters.)    		   
    Organization Emails     
    BCC Dropbox 10 approved email addresses10 approved email addresses10 approved email addresses10 approved email addresses
    Plug-in for Microsoft Outlook     
    Zoho CRM for Office 365     
    Attachments in Email3MB10MB10MB10MB10MB
    Email Sharing     
    Email Authentication1 Domain5 Domains10 Domains20 Domains20 Domains
    Email Parser     
    Email Association with Deals     
    Email Relay  10 relay servers20 relay servers20 relay servers
     

    Integrations

    Integrations with third-party vendors and products within the Zoho family often require paid licenses from both Zoho CRM and the integrated software.
    CRM Marketplace (Extensions for Zoho CRM)
    *some extensions are not available in the Standard and Professional Editions    		 351020
    Manage Mail Add-on Users     
    Zoho Creator Integration     
    Integration with Online Meeting providers
    "Integrations available with Hosted and On Premise Meeting providers"    		     
    Visitor Tracking
    Zoho SalesIQ Integration    		     
    Zoho Survey Integration Survey campaigns can only be created in Enterprise edition and above.      
    Survey Creation in Campaigns Module     
    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) Includes Zoho Books, Zoho Invoice, Zoho Expense, Zoho Inventory and Zoho Subscriptions.     		     
    Zoho PhoneBridge Integrations available with Hosted and On Premise PBX      
    Zoho Analytics Integration     
    Zoho Campaigns Integration     
    Zoho Forms Integration     
    Zoho Webinar Integration     
    Zoho Backstage Integration     
    CRM Events with Zoho Meeting     
    Plug-in for Microsoft Office
    Mail Merge Templates    		     
    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     
    Zoho CRM Mobile Edition     
    Check-in     
    Zoho Directory 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/module100/module
    Zoho CRM for Gmail Add-on     
     

    Developer Tools

    APIs (Max allowed credits)
    More details on limits API limits vary based upon user license purchased.     		5000 credits/day/org.100,000 credits/day/org.500,000 credits/day/org.100,0000 credits/day/org.Unlimited (2000/user)
    Widgets     
    Connections     
    Functions - (Max allowed credits)
    More details on limits Functions limits vary based upon user license purchased.    		 15,000 credits/day/org. "Available through extensions"20,000 credits/day/org. "Available through extensions"200,000 credits/day/org.Unlimited (1000/user license)
     

    General

    Personal Settings     
    Company Logo and Theme     
    Fiscal Year     
    Business Hours     
    Portals
    Default/Client portal is free with 10,000 portal invites. Additional portals must be purchased.     		   

    5 portals/org

    1 Default portal (free) for Contacts module.
    ​Purchase 4 more portals:

    • 1 user (minimum user count) - $10/user/month
    • 1 to 1000 users - $10/user/month
    • ​1001 to 10,000 users - $8/user/month
    • 10,001 and above users - $5/user/month

    5 portals/org

    1 Default portal (free) for Contacts module.
    ​Purchase 4 more portals:

    • 1 user (minimum user count) - $10/user/month
    • 1 to 1000 users - $10/user/month
    • ​1001 to 10,000 users - $8/user/month
    • 10,001 and above users - $5/user/month
    Sandbox     
    Business Card View     
    Calendar     
    Calendar Synchronization
    (CalDAV Access)    		     
    Advanced filters     
    Gamescope     
    Tags for Records 5 tags/record
    20 tags/module    		10 tags/record
    60 tags/module    		10 tags/record
    100 tags/module    		10 tags/record
    200 tags/module
    Sticky Notes     
    Translations     

    Last updated on: September 7th, 2020