Feature Availability & Limits
| Features | Editions | ||||
| Free | Starter | Standard | Professional | Enterprise | |
| Features | Free | Starter | Standard | Professional | Enterprise |
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 | |||||
| Calendar Booking | |||||
| Multiple Currencies | |||||
| Social (Integration with Facebook, Twitter) | |||||
| Social Tab (Facebook & Twitter accounts of the Company) | |||||
| Scoring Rules | 10 fields /module | 20 fields /module | 30 fields /module |
CRM Analytics
| Standard Reports | |||||
| Custom Reports | 25 | 100 | Unlimited | Unlimited | |
| 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 dashboards | 10 dashboards | Unlimited | Unlimited | |
| Charts and KPIs | |||||
| Comparator, Target Meter, Anomaly Detector, Funnel |
Marketing Automation
| Campaigns | |||||
| Mass Email | 250/day | 250/day | 500/day | 1000/day | |
| Custom Email Templates | 10 templates | 25 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 | 500 records/user license Maximum of 50,000 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 |
Data Administration
| File Storage (for Org.) | 1GB | 1GB plus 512MB /user license | 1GB plus 512MB /user license | 1GB plus 512MB /user license | 1GB 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 (for Org.) | 5,000 records | 10,000 records | 1,00,000 records | 5GB plus 10MB /user license (2.5 Million records approximately) | 10GB plus 20MB /user license (5 Million records approximately ) |
| Additional Data Storage (for Org.) | $5 for 100MB /month | $5 for 100MB /month | |||
| Additional Data Storage Purchase Limit (for org.) | 5GB | 10GB | |||
| Import Data | 1000/batch | 10000/batch | 10000/batch | 20000/batch | 30000/batch |
| Data Import - Clone option | |||||
| Data Import - Skip and Overwrite option | 10000 records/batch | 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 | Past 60 days |
| Free Data Backup | 1 data backup/month | 2 data backups/month | 2 data backups/month | 2 data backups/month | |
| Data Backup | $10 /request | $10 /request | $10 /request | $10 /request | $10 /request |
| CRM Variables | 11 groups + 25 entry/group |
Security Management
| Users | 3 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 fields | 10 custom fields | 50 custom fields | 50 custom fields | |
| Profiles | 2 | 3 | 5 | 15 | 25 |
| Roles | 2 | 3 | 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 | 10 |
| Organize Tabs | |||||
| Rename Tabs | |||||
| Group Tabs | 10 groups | 10 groups | 25 groups | ||
| Custom Modules | 25 modules plus number of user licenses x 2 Maximum 100 custom 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) | 5 fields/module | 10 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 | 50 list views/module | Unlimited | Unlimited |
| Records in List Views | 50 | 100 | 100 | 100 | 100 |
| Kanban View | Only for the Deals and Activities modules | Only for the Deals and Activities modules | Only for the Deals and Activities modules | Only for the Deals and Activities modules | |
| 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 | 30 fields per module |
| Web Tabs | 25 | ||||
| Copy Customization |
Automation
| Workflow Rules | 1 rule/module | 2 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 | |||||
| Tasks | 5 tasks/action | 5 tasks/action | 5 tasks/action | 5 tasks/action | 5 tasks/action |
| Reminder for Workflow Tasks | |||||
| Email Notifications | 5 email notifications/action, 50 emails/user license, 150 emails/day (whichever is lower) | 5 email notifications/action, 50 emails/user license, 5000 emails/day (whichever is lower) | 5 email notifications/action, 100 emails/user license, 5,000 emails/day (whichever is lower) | 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) |
| 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 25000 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 | ||||
| Custom Schedules | |||||
| Approval Process | |||||
| Blueprint | 3 Blueprints (Includes the default Blueprints) | 20 Blueprints (Includes the default Blueprints) | |||
| Clone Blueprint |
Web Forms
| Forms for Leads/Contacts | 1 form/module | 2 forms/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.) | ||||
| Organization Emails | |||||
| BCC Dropbox | 1 approved email address | 2 approved email addresses | 5 approved email addresses | 5 approved email addresses | |
| Plug-in for Microsoft Outlook | |||||
| Zoho CRM for Office 365 | |||||
| Attachments in Email | 3MB | 10MB | 10MB | 10MB | 10MB |
| Email Sharing | |||||
| Email Authentication | 1 Domain | 2 Domains | 5 Domains | 10 Domains | 20 Domains |
| Email Parser | |||||
| Email Association with Deals | |||||
| Email Relay | 10 relay servers | 20 relay servers |
Integrations
| 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 | |||||
| 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) | |||||
| 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 |
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 | 1/module | 10/module | 20/module |
Developer Tools
| APIs (Max allowed credits) More details on limits | 5000 credits/day/org. | 100,000 credits/day/org. | 100,000 credits/day/org. | 500,000 credits/day/org. | 1,000,000 credits/day/org. |
| Widgets | |||||
| Connections | |||||
| Functions - (Max allowed credits) More details on limits | 10,000 credits/day/org. | 15,000 credits/day/org. | 20,000 credits/day/org. | 100,000 credits/day/org. |
General
| Personal Settings | |||||
| Company Logo and Theme | |||||
| Fiscal Year | |||||
| Business Hours | |||||
| Portals | 1 portal free for Contacts module. For 4 more portals, user license needs to be purchased.
| ||||
| 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 | |||||
| Translations |