Feature Availability & Limits

FeaturesNew Pricing Editions
Pricing10 Users (Free)$12 /user license/month
billed annually or $15 month-to-month
$20 /user license/month
billed annually or $25 month-to-month
$35 /user license/month
billed annually or $40 month-to-month
Sales Force Automation    
Sales Forecasting 
Forecasts Based on Territories   
Document Library
Activities - Tasks, Events, Calls
(Tasks, Events, Calls)
Recurring Activities
Book Hotels
(Powered by TravelNow)
Multiple Currencies   
Social (Integration with Facebook, Twitter, Google Plus)
Social Tab (Facebook & Twitter accounts of the Company)  
Scoring Rules 10 rules/module20 rules/module30 rules/module
CRM Analytics    
Standard Reports
Custom Reports 100UnlimitedUnlimited
Schedule Reports 20 schedulers/user
Maximum 100 schedulers/day for Org.
20 schedulers/user
Maximum 100 schedulers/day for Org.
20 schedulers/user
Maximum 100 schedulers/day for Org.
Standard Dashboards 
Custom Dashboards 10 dashboardsUnlimitedUnlimited
Marketing Automation    
Mass Email 250/day500/day1000/day
Custom Email Templates10 templates100 templatesUnlimitedUnlimited
Email Opt-out
Autoresponders   3 autoresponders
Schedule Mass Email  
Trend Analysis   
Best Time to Contact   
Macro Suggestion   
Inventory Management    
Price Books  
Sales Orders  
Purchase Orders  
Inventory Templates  
Customer Support    
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.)1 GB1 GB
512 MB /user license
1 GB
512 MB /user license
1 GB
1 GB /user license
Additional Storage (for Org.) $4/month for 5 GB$4/month for 5 GB$4/month for 5 GB
Records25000 records100,000 recordsUnlimitedUnlimited
Import Data1000/batch10000/batch20000/batch30000/batch
Data Import - Clone option
Data Import - Skip and Overwrite option 10000 records/batch20000 records/batch30000 records/batch
Merge Duplicates -Find & Merge Option
Merge Duplicates -Deduplicate Option  
Import HistoryPast 60 daysPast 60 daysPast 60 daysPast 60 days
Free Data Backup 2 data backups/month2 data backups/month2 data backups/month
Data Backup$10 /request$10 /request$10 /request$10 /request
CRM Variables   11 groups + 25 entry/group
API for Third-party App. Integration1000 calls/day/org.250 calls/user license250 calls/user license500 calls/user license

Max: 5000 calls/day

Min: 2000 calls/day

Max: 10000 calls/day

Min: 3000 calls/day

Max: 25000 calls/day

Min: 4000 calls/day

Security Management    
Users10 Users (Free)$12 /user license/month
billed annually or $15 month-to-month
$20 /user license/month
billed annually or $25 month-to-month
$35 /user license/month
billed annually or $40 month-to-month
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
Audit Logs 
Allowed IPs 
Record-Level Sharing   
Product Customization    
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.
Email Address Duplication Check 
Unique Fields 2 fields/module2 fields/module2 fields/module
Standard List Views
Custom List Views5 list views/module50 list views/moduleUnlimitedUnlimited
Records in List Views50100100100
Modify Criteria Pattern
Last Activity Time in Criteria
Custom Related Lists   5 custom related lists/module
Customize Search Layout
Customize Related Lists Columns 
Copy Customizaton 
Custom Buttons   50 per module
Custom Fields
(Includes all types of fields)
 10 fields/module150 fields/module
(Note: Activities module has only 140 fields)
300 fields/module
(Note: Activities module has only 230 fields)
Web Tabs   25
Maximum limit for individual field types    
String fields (Text, Pick List, Multi-select Pick List, Email, Phone, Text Area, URL, and Auto Number)
Maximum 10 Text Area fields
Integer Fields (digits without decimal) 102030
Number fields (Decimal, Percentage, and Currency) 101520
Date Fields 101525
DateTime Fields 101025
Boolean (Check box) 102050
Long Integer Fields 5515
Lookup Fields  55
Auto-number Fields
(Included in the total no. of Text fields)
Formula Fields
(Included in the total no. of custom fields)
  15 fields/module15 fields/module
Special Fields    
Contact Role
Terms & Conditions  
Tax Rates  
Workflow Rules1 rule/module6 rules/module20 rules/module50 rules/module
Scheduled Action   5 actions/workflow rule
Workflow Tasks5 tasks/action5 tasks/action5 tasks/action5 tasks/action
Reminder for
Workflow Tasks
Workflow Alerts5 alerts/action5 alerts/action5 alerts/action5 alerts/action
Record Owner, Record Creator, Record Owners Manager (options in Alert)
Using Email field from the
Module & Related Modules
Workflow 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   
Webhooks  1/action
10000 calls/day or 100 calls/user license
(whichever is lower)
20000 calls/day or 500 calls per user license for the org.
(whichever is lower)
Custom Functions   1 Instant Action and 5 Time-Based Actions per Rule
Custom Functions - Calls per Day   20000 calls/day or 200 calls per user license for the org.
(whichever is lower)
Custom Functions - Integration Tasks   25000 Zoho API calls/day using deluge
Custom Functions - Get Data   25000 calls/day
Custom Functions - Post Data   25000 calls/day
Custom Functions - Send Mail   1000 emails/day
Custom Schedules   
Approval Process   
Web Forms    
Forms for Leads/Contacts1 form/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 
Zoho Mail Add-on  
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 Email3 MB10 MB10 MB10 MB
Zoho CRM Mobile Edition
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 PhoneBridge
Integrations available with Twilio, Ringio, RingCentral Asterisk, Avaya, and Elastix
Zoho Analytics Integration
Zoho Campaigns 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 AdWords  
Advanced Gamification
(Zoho Motivator Integration)
Slack Integration 
Google Apps    
Zoho CRM Contextual Gadget for Gmail
Export Events to Google Calendar
Export to Google Tasks
Synchronize Google Calendar
(For Google Apps Users)
Synchronize Google Contact
(For Google Apps Users)
Zoho CRM Web Forms for Google Sites 1/module10/module20/module
Business Card View
Calendar Synchronization
(CalDAV Access)
Advanced filters


Last updated on: February 28, 2017