Feature Availability & Limits
Features | Editions | |||||
Free | Standard | Professional | Enterprise | Ultimate |
Features | Free | Standard | Professional | Enterprise | Ultimate |
Sales Force Automation
Leads | |||||
Accounts | |||||
Contacts | |||||
Deals | |||||
Sales Forecasting | |||||
Forecasts Based on Territories | |||||
Macros | |||||
Feeds | |||||
SalesSignals | |||||
Document Library | |||||
Activities (Tasks, Meetings, Calls) | |||||
Reminders | Task only | ||||
Recurring Activities | |||||
Calendar Booking | |||||
Multiple Currencies | 5 currencies | 10 currencies | 25 currencies | 50 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 | 50 fields /module | |
Multiple Scoring Rule | 5 rules/layout (30 criteria/rule) | 5 rules/layout (50 criteria/rule) | |||
Motivator for Zoho CRM |
CRM Analytics
Standard Reports | |||||
Custom Reports | 100 | Unlimited | 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. | 20 schedulers/user Maximum 200 schedulers/day. | |
Standard Dashboards | |||||
Custom Dashboards | 10 dashboards | Unlimited | Unlimited | Unlimited | |
Charts and KPIs | |||||
Anomaly Detector | 10 trends Additional 1 trend/user license (max 50) | 20 trends Additional 2 trends/user license (max 100) | |||
Zia Notification subscription for Anomaly Detector components | 10 components | 30 components | |||
Comparator, Target Meter, and Funnel | |||||
Cohort Analysis | 10 | 25 | |||
Quadrant Analysis |
Marketing Automation
Campaigns | |||||
Mass Email | 250/day/org | 500/day/org | 1000/day/org | 2000/day/org | |
Custom Email Templates | 10 templates | 100 templates | Unlimited | Unlimited | Unlimited |
Email Opt-out | |||||
Autoresponders | 3 autoresponders | 5 autoresponders | |||
Schedule Mass Email | 10/module | 10/module | 10/module |
Zia
(Available for orgs with more than 20 user licenses)
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 50000 records | 2000 records/user license Maximum of 50000 records | |||
Record Owner Suggestion in Assignment Rule | |||||
Prediction Builder | 2/org | 20/org | |||
Recommendation (Available for orgs with more than 20 user licenses) | 1/org | 10/org | |||
Recommendation Analytics | |||||
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 20 user licenses) | |||||
Zia Competitor (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/module | 20 forms/module | 100 forms/module | ||
Notify Owner | |||||
Assignment Rules | 20 rules/module & 20 rule entries | 20 rules/module & 50 rule entries | 50 rules/module & 100 rule entries | ||
Case Escalation Rules |
Data Administration
File Storage (for Org.) | 1GB | 1GB 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) | 5,000 records | 100,000 records | 10GB (5 Million records approx) | 10GB (5 Million records approx) | 10GB (5 Million records approx) |
Additional Data Storage (1-200 users) | $4 for 100MB /month | $4 for 100MB /month | $4 for 100MB /month | ||
Data storage (> 200 users) | 5,000 records | 100,000 records | 10GB (5 million records approx) | 15GB (7.5 million records approx) | 30GB (15 million records approx) |
Additional Data Storage (> 200 users) | $2 for 100MB /month | $2 for 100MB /month | $2 for 100MB /month | ||
Default Data Storage per user license (200 and above 200 users) | 20MB | 50MB | 100MB | ||
Import Data | 1,000/batch | 10,000/batch | 20,000/batch | 30,000/batch | 50,000/batch |
Data Import - Clone option | |||||
Data Import - Skip and Overwrite option | 10,000 records/batch | 20,000 records/batch | 30,000 records/batch | 50,000 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 |
Export Module Data | 1,000 records/module | 3,000 records/module | 3,000 records/module | 3,000 records/module | 3,000 records/module |
Free Data Backup | 2 data backups/month | 2 data backups/month | 2 data backups/month | 4 data backups/month | |
Data Backup | $12 /request | $12 /request | $12 /request | $12 /request | $12 /request |
CRM Variables | 11 groups + 25 entry/group | 11 groups + 25 entry/group |
Security Management
Users | 3 Users (Free) | $14 /user license/month billed annually or $20 month-to-month | $23 /user license/month billed annually or $35 month-to-month | $40 /user license/month billed annually or $50 month-to-month | $52 /user license/month billed annually or $65 month-to-month |
Customize User Layout | 10 custom fields | 50 custom fields | 50 custom fields | 50 custom fields | |
Profiles | 2 | 5 | 15 | 25 | 50 |
Roles | 2 | 5 | 25 | 250 | 500 |
Reporting Hierarchy | |||||
Territory Management | 150 | 250 | |||
Groups | 20 | 30 | 50 | 250 | |
Field-Level Security | |||||
Custom Links | 10 links/module | 10 links/module | 50 links/module | ||
Default Data Sharing Settings | |||||
Public Read Only (in Default Data Sharing Settings) | |||||
Data Sharing Rules | 15 rules/module | 100 rules/module | |||
Audit Logs | |||||
Allowed IPs | |||||
Record Sharing | |||||
Data Encryption | 10 fields/module | 20 fields/module | |||
GDPR Compliance Settings | |||||
HIPAA Compliance Settings |
Product Customization
Customization FeaturesMaximum limit for individual field typesSpecial Fields
Home Page Components | 5 | 20 | 20 | 20 | 20 |
Organize Tabs | |||||
Rename Tabs | |||||
Group Tabs | 10 groups | 10 groups | 25 groups | 50 groups | |
Custom Modules | 100 modules | 500 modules | |||
Custom Modules per user license | 2 modules | 5 modules | |||
Layout Editor | |||||
Page Layouts | 3 layouts/module (Note: Not applicable for Activities module) | 6 layouts/module (Note: Not applicable for Activities module) | |||
Canvas record detail page views | 1 canvas view/org | 3 canvas views/org | 5 canvas views/module | 25 canvas views/module | |
Layout Rules | 10/layout | 10/layout | |||
Validation Rules | 5/layout | 10/layout (Using Functions: 3/layout) | 25/layout (Using Functions: 5/layout) | ||
Subforms | 2/module | 5/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/module | 2 fields/module | 2 fields/module | 2 fields/module | |
Picklist History Tracking | |||||
Color Coding Picklists | 2 picklist fields/module | 2 picklist fields/module | 5 picklist fields/module | 10 picklist fields/module | |
Standard List Views | |||||
Custom List Views | 5 list views/module | 50 list views/module | Unlimited | 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 | ||
Canvas View | 3 views/user/module | 5 views/user/module | |||
Modify Criteria Pattern | |||||
Last Activity Time in Criteria | |||||
Custom Related Lists | 5/module | 10/module | |||
Customize Search Layout | |||||
Customize Related Lists Columns | |||||
Custom Buttons | 50/module | 250/module | |||
Personal Fields (Marking fields as personal) | 30 fields/module | 30 fields/module | 30 fields/module | 30 fields/module | 30 fields/module |
Web Tabs | 25 | 50 | |||
Copy Customization | |||||
Wizards | 5 (2 per module) | 25 (5 per module) | |||
Multiple Sales Pipeline (Only for Deals module) | Default (standard) pipeline only | 5 | 10 | 20 | 50 |
Process Management
Blueprint | 3 Blueprints (Includes the default Blueprints) | 50 Blueprints (Includes the default Blueprints) | 100 Blueprints (Includes the default Blueprints) | ||
Clone Blueprint | |||||
Common Transition per Blueprint | 2 | 10 | 25 | ||
Transition per Blueprint | 10 | 100 | 300 | ||
Field Count During Transition | 4 | 10 | 50 | ||
Approval Process | |||||
Review Process | 5/module | 10/module | |||
CommandCenter | 5 journeys/org (includes both active and inactive journeys) | 10 journeys /org (includes both active and inactive journeys) |
Automation
Workflow Rules/org | 2500 (maximum 2000 active) | 2500 (maximum 2000 active) | 2500 (maximum 2000 active) | 2500 (maximum 2000 active) | 2500 (maximum 2000 active) |
Workflow Rules | 10 rule/module (maximum 5 active) | 30 rules/module (maximum 15 active) 5 conditions/rule | 80 rules/module (maximum 40 active) 5 conditions/rule | 125 rules/module (maximum 75 active) 10 conditions/rule | 150 rules/module (maximum 100 active) 10 conditions/rule |
Scheduled Action | 5 actions/condition | 5 actions/condition | 5 actions/condition | 5 actions/condition | |
Workflow Usage | |||||
Tasks | 5 tasks/action | 5 tasks/action | 5 tasks/action | 5 tasks/action | 5 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) | 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 Owner's Manager (options in Alert) | |||||
Using Email field from the Module & Related Modules | |||||
Field Updates | 5 field updates/action | 5 field updates/action | 5 field updates/action | 5 field updates/action | |
Delete (Execute On Record Action) | |||||
Field Update (Execute On Record Action) | |||||
Create Record (Execute On Record Action) | |||||
Assign Record Owner (Execute On Record Action) | |||||
Workflow Convert | |||||
Execute Based on Date Field Value | |||||
Execute Based on Record's Score | |||||
Execute Based on Recommendation | |||||
Webhooks (Workflow action) | 1/action 50,000 calls/day or 100 calls/user license/day Limit applicable for the org. (whichever is lower) | 1/action 500,000 calls/day or 500 calls/user license/day Limit applicable for the org. (whichever is lower) | 1/action 1,000,000 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 Rule | 1 Instant Action and 5 Time-Based Actions per Rule | |||
Custom Schedules | 10 schedules/org | 20 schedules/org | |||
Marketing Attribution | |||||
Segmentation | 1 (active or inactive) 5 (unpublished or draft) | 5 (active or inactive) 20 (unpublished or draft) | |||
Workflow Usage Report |
Webforms
Forms for Leads/Contacts | 1 form/module | 5 forms/module | 10 forms/module | 20 forms/module | 100 forms/module |
Approve Records | |||||
Auto Response Rules | |||||
Unsubscribe Links | 2 | 5 | 10 | 10 | 10 |
Notify Record Owner | |||||
Webform Analytics | 100,000 visits/month and 3 months of data for Analytics | 300,000 visits/month and 3 months of data for Analytics | |||
Webform A/B Testing | 2 webforms/module | 10 webforms/module |
Zoho Mail Add-on | |||||
IMAP | |||||
Email Insights | (Note: Includes response tracking & limited options under advanced filters.) | ||||
Organization Emails | 3 | 50 | 75 | 500 | 500 |
BCC Dropbox | 10 approved email addresses | 10 approved email addresses | 10 approved email addresses | 10 approved email addresses | |
Plug-in for Microsoft Outlook | |||||
Zoho CRM for Office 365 | |||||
Attachments in Email | 3MB | 10MB | 10MB | 10MB | 10MB |
Email Sharing | |||||
Email Scheduling | |||||
Email Authentication | 1 Domain | 5 Domains | 10 Domains | 20 Domains | 20 Domains |
Email Parser | |||||
Email Association with Deals | |||||
Email Relay | 10 domains | 20 domains | 20 domains |
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 | 5 | 10 | 20 | 50 | |
Manage Mail Add-on Users | |||||
Zoho Creator Integration | |||||
Integration with Online Meeting providers | |||||
Visitor Tracking Zoho SalesIQ Integration | |||||
SalesInbox | |||||
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 | |||||
Zoho Analytics Integration | |||||
Zoho Campaigns Integration | |||||
Zoho Forms Integration | |||||
Zoho Webinar Integration | |||||
Zoho Backstage Integration | |||||
Zoho Meetings Integration | |||||
Mail Merge Template (Plug-in for Microsoft Office) | 1000 merges/month/org | 1000 merges/month/org | 1000 merges/month/org | ||
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 | |||||
Slack Integration | |||||
Zoho CRM Mobile Edition | |||||
Check-in | |||||
Zoho Directory Integration | |||||
Remote Sales Office |
G Suite
Export Meetings to Google Calendar | |||||
Export to Google Tasks | |||||
Synchronize Google Calendar (For Google Suite Users) | |||||
Synchronize Google Contact (For Google Suite Users) | |||||
Zoho CRM Webforms for Google Sites | 1/module | 10/module | 20/module | 100/module | |
Zoho CRM for Gmail Add-on |
Developer Tools
APIs (Max allowed credits) More details on limits | 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 | 15,000 credits/day/org. | 20,000 credits/day/org. | 200,000 credits/day/org. | Unlimited (1000/user license) |
General
Personal Settings | |||||
Company Logo and Theme | |||||
Fiscal Year | |||||
Business Hours | |||||
Portals | 5 portals/org 1 Default portal (free) for Contacts module.
| 5 portals/org 1 Default portal (free) for Contacts module.
| |||
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 |