ZOHO ONE - PLAN DETAILS

For an unbelievable price, Zoho One offers you the following applications.

  • Zoho One
  • Sales
  • Marketing
  • Support
  • Productivity
  • Finance
  • HR
  • Business Process
Zoho Directory
  • Zoho Directory
Sales
  • CRM
  • Bigin
  • ContactManager
  • Sites
  • Bookings
Marketing
  • SalesIQ
  • Campaigns
  • Social
  • Survey
  • Forms
  • PageSense
  • Backstage
  • MarketingHub
Support
  • Desk
  • Assist
Productivity & Collaboration
  • Mail
  • Cliq
  • Projects
  • Sprints
  • Connect
  • ShowTime
  • WorkDrive
  • Sign
  • Vault
  • Meeting
Finance
  • Books
  • Invoice
  • Subscriptions
  • Expense
  • Inventory
  • Checkout
HR
  • People
  • Recruit
Business Process
  • Creator
  • Analytics
  • Flow
  • Orchestly

Admin Panel

  • Single sign-on
  • Active Directory sync
  • Centralized user management
  • 24x5 support
  • Domain management
  • Conditional app assignment New
  • Custom fields New
  • Usage stats/reports New
  • PhoneBridge New
  • Application management
  • Zoho apps
  • Creator custom apps
  • Mobile apps
  • Directory apps New
  • Security Policies
  • Multi-factor authentication
    • Biometric factors - Touch ID/Face ID
    • SMS
    • Time-based OTP
    • Scan QR
    • Push notification
    • Yubikey New
  • IP restriction
  • Password policy
  • Groups
  • Customizable group management
  • Customizable security policies

CRM

  • Salesforce automation
  • Leads
  • Accounts
  • Contacts
  • Deals
  • Sales forcasting
  • Territory-based forecasting
  • Macros
  • Feeds
  • SalesSignals
  • Calendar
  • Calendar synchronization (CalDAV access)
  • Advance filters
  • Gamescope
  • Tagging
    • 10 tags/record
    • 100 tags/module
  • Document library
  • Activities - tasks, events, calls
  • Reminders
  • Recurring activities
  • Multiple currencies
  • Social (integration with Facebook, Twitter)
  • Social tab (Facebook & Twitter accounts of the company)
  • Scoring rules - 30 fields/module
  • Calendar booking
  • CRM events with Zoho Meeting
  • Email association with deals
  • CRM analytics
  • Standard reports
  • Unlimited custom reports
  • Scheduled reports - 20 schedulers/employee license or 100 schedulers/day, whichever is lower
  • Standard dashboards
  • Unlimited custom dashboards
  • KPI
  • Funnel analytics
  • Target meter
  • Comparator
  • Anomaly detectors (powered by Zia)
  • Zia
  • Zia reminders
  • Zia intelligence for automation
  • Trend analysis
  • Best time to contact
  • Macro suggestion
  • Deal closure prediction
  • Lead conversion prediction
  • Zia voice
  • Data enrichment
  • Inventory management
  • Products
  • Price books
  • Quotes
  • Sales orders
  • Invoices
  • Vendors
  • Purchase orders
  • Inventory templates
  • Customer support
  • Cases
  • Solutions
  • 20 web-to-case forms/module
  • Notify owner
  • Case escalation rules
  • Set business hours
  • User portals
  • PortalsFirst portal user type creation is free with 10,000 portal invites. Additional portals can be purchased within the product.
  • Data administration
  • Data storage (all modules) - 5 million records (10GB)
  • 20MB storage per employee license
  • 10GB additional max purchase limit
  • Additional data storage/100MB -  
  • Import data storage - 30,000/batch
  • Export module data
  • 2 free data backups/month
  • Additional data backup/request -  
  • De-duplicate data
  • 60 days import history
  • Security management
  • 25 profiles
  • 250 roles
  • 150 territories
  • 50 groups
  • Field-level security
  • Public read only (in default data sharing settings)
  • 15 data sharing rules
  • Audit logs
  • Record sharing
  • Data encryption - 5 fields/module
  • Process management
  • Blueprints
    • 20 blueprintsIncludes the default blueprints
    • 10 common transition/blueprint
    • 5 transition/blueprint
    • 10 field count during transition
  • Web forms
  • Forms for leads/contacts - 20 forms/module
  • Approve records
  • Notify record owner
  • Product customization
  • Canvas (build your own experience)
  • Translations
  • Multi-select lookup - 2/module
  • Picklist history
  • 10 home page components
  • Organize tabs
  • Rename tabs
  • 10 custom links/module
  • Reporting hierarchy
  • 25 tab groups
  • 50 custom modules
  • Layout editor
  • 3 page layouts/module
  • Layout rules - 10/module
  • Sandbox
  • Validation rules - 10/layout
  • 2 subforms/module
  • 2 unique fields/module
  • 5 custom related lists/module
  • 50 custom buttons/module
  • Custom fields - 310 fields/moduleActivities module has only 230 fields
  • 25 web tabs
  • Automation
  • Workflow rules
    • 50 rules/module
    • 10 conditions/rule
  • 5 scheduled actions per workflow rule
  • Convert action
  • 5 tasks/action
  • Reminders for workflow tasks
  • Email notification
    • 5 email notifications/rule
    • 500 emails/ employee license or 25,000 emails/ day (whichever is lower)
  • Assignment rules
    • 20 rules
    • 50 rule entries
  • 3 field updates/action
  • Webhooks - 1/action, 20,000 calls/day, or 500 calls/employee license (whichever is lower)
  • Functions - 1 instant action and 5 sheduled actions per rule
  • Schedules
  • Approval process
  • Email
  • Zoho Mail add-on
  • Zoho Writer add-on
  • IMAP
  • Email insights
  • BCC dropbox
  • Plug-in for Microsoft Outlook
  • Zoho CRM for Office 365
  • Attachments in email - 10MB
  • Email parser
  • Marketing automation
  • Campaigns
  • 1,000 mass emails/day
  • Unlimited custom email templates
  • Email opt-out
  • 3 autoresponders
  • Schedule mass email
  • Google ads
  • Email relay
  • Website visitor tracking
  • Integrations
  • Zoho integrations
    • CRM Marketplace
    • PhoneBridge
    • Motivator
    • Campaigns
    • Analytics
    • Projects
    • SalesIQ
    • Desk
    • Cliq
    • Survey
    • Social
    • Forms
    • Mail Add-on
    • Writer Add-on
    • Finance Suite
    • Zoho Webinar Integration
    • Backstage
    • Creator
  • Other integrations
    • Plug-in for Microsoft Outlook
    • Plug-in for Microsoft Office
    • Google integrations
  • Developer tools
  • APIs credits - 1,000,000/day or 15,000 + (number of employee licenses x 1,000), whichever is lower
  • Functions - 1,000,000/day or 20,000 calls/day + (number of employee licenses x 500), whichever is lower
  • Functions - send mail - 1,000 emails/day
  • Widgets
  • Mobile SDK
  • Web apps SDK
  • Connections

Bigin

  • 25,000 records
  • Multiple pipelines
  • SalesSignals
  • 5 webforms
  • Products
  • Custom dashboards
  • 6 workflows/module
  • Tasks
  • Email notifications
  • Field updates
  • Tags
  • Email templates
  • Email insights
  • IMAP
  • Mass mails
  • Free data backup
  • Profiles and roles
  • Audit log
  • Unique fields
  • Custom fields
  • Custom list views
  • Reorder related lists tab
  • Integrations
  • Zoho integrations
    • Zoho Flow
    • Zoho Desk
  • Other integrations
    • Office 365
    • G Suite
    • Twitter

ContactManager

  • Unlimited contacts
  • Unlimited deals
  • Custom fields
  • Zoho integrations
    • Zoho Mail
  • Other integrations
    • Outlook
    • MailChimp
    • Social media integration
 

Sites

  • Number of sites
    • Up to 50 employees - 1 site/10 employee licenses
    • Over 50 employees - 5 sites
  • Custom domain hosting
  • Ad-free
  • SSL hosting
  • Single page site
  • Code snippet
  • Social share button
  • 301 redirect
  • Element animation
  • Premium elements
  • Audio player
  • Comment box
  • Scheduled blog post
  • Social network auto-publish
  • Newsletter subscription
  • Favicon
  • Blog
  • Mobile optimized
  • Header and footer code
  • Automatic sitemap
  • Member portal
    • Up to 10 employees - 2 portal members per site
    • Over 10 employees - 100 portal members per site
  • 50 forms
  • Max file size - 100MB
  • 50 pages
  • Page versions
  • 100GB storage
  • Unmetered bandwidth
  • 200 photo gallery
  • 1 contributor per employee license
  • Zoho integrations
    • SalesIQ
    • Zoho CRM forms
    • Zoho Campaigns
    • Zoho Forms
    • PageSense
    • MarketingHub
  • Other integrations
    • MailChimp
    • Google Analytics
    • Social (FB & Twitter)

Bookings

  • Unlimited appointments
  • Unlimited customers
  • Unlimited services
  • Unlimited workspaces
  • Resource calendars - 10/organization and 2/employee license
  • Reports
  • Custom functions
  • Bookings
  • One-on-one booking
  • Recurring classes
  • Resource scheduling
  • Online meetings (powered by Zoho Meeting)
  • Personalization
  • Portal sign-up for customers
  • Custom domain
  • Website embedding
  • Booking page customization (theme, logo, layouts)
  • Customizable booking links for staff, services, and workspaces
  • Add custom fields to bookings form
  • Integrations
  • Zoho CRM
  • Google Calendar
  • Two way calendar sync
  • Payment gateways
    • Stripe
    • PayPal
    • Razorpay
    • Authorize.Net
    • Forte
    • Worldpay
  • SMS gateways
    • Twilio
    • Clickatell
    • Hoiio
    • Nexmo
    • SMS-Magic
    • Clockwork SMS
  • Notifications/Reminders
  • Text reminders and notifications
  • Customizable email and text notification templates
  • Automatic notifications

SalesIQ

  • Desktop apps
  • Mobile SDK
  • Features
  • GDPR configurations
  • Custom chatboards
  • Live chat organization
  • Number of visitors tracked per month
    • Trial - 5,000
    • Paid - 5,000/employee license or 200,000 (whichever is lower)
  • 25 websites/portal
  • Unlimited chat volume
  • 25 departments
  • 25 intelligent triggers
  • 25 chat routing
  • 25 visitor routing
  • Roles and permissions
  • Unlimited chat history
  • Concurrent chat limit
  • Website visitor tracking
  • Anonymous website visitor identification
  • Website visitor history
  • Export website visitor
  • Lead scoring
  • In-chat features for operators
  • Multiple chat tabs
  • Advanced visitor information
  • In-chat file sharing
  • Future view
  • Canned messages for quick responses
  • Chat transfer
  • Block IPs
  • End chat session smartly
  • Add notes to a chat
  • Chat translation
  • Email signature live chat
  • In-chat features for customers
  • Offline messaging
  • Articles
  • Conversation view for past chats
  • File sharing with operators
  • Chat feedback and operator rating
  • E-mail themselves a transcript
  • Customization
  • Multiple options for embedding chat widget
  • Customize chat window
  • Advanced customization with CSS
  • Brand your Zoho SalesIQ
  • Add operators' photos
  • Multiple brands, web domains, and products
  • Route chats to specific operators or department
  • Department based email configuration
  • Advanced live chat features
  • Group chat
  • Monitor live chats
  • Set business hours
  • Audio call
  • Mobile app
  • Desktop notifications
  • Integration with different analytics tools
  • Integrations
  • Zoho integrations
    • CRM
    • Desk
    • Assist
    • Campaign
  • Other integrations
    • Salesforce
    • Zendesk
    • MailChimp
  • Dashboard
  • Internal operator chat
  • Message board
  • Update your status
  • Reporting
  • Powerful pre-built reports
  • Daily report
  • Weekly report
  • Monthly reporting
  • Schedule your reports

Campaigns

  • SMS campaigns
  • SMS gateways
  • Batch sending
  • Reporting and analytics
  • Contacts
    • Trial - 5,000
    • Paid - 5,000/employee license
  • Number of emails
    • Up to 100,00 contacts - unlimited
    • Over 100,000 contacts - 10 x number of contacts
  • Email newsletters
  • Pre-designed newsletter template
  • Template layouts
  • Drag-and-drop editor
  • Template library
  • Import email templates
  • Import template content from Google Drive, Dropbox, OneDrive, Box and Zoho Docs
  • Email attachments
  • Mailing list management
  • Subscriber management
  • Topic management
  • Popup forms
  • Create mailing lists
  • Segmentation of mailing lists
  • Bulk segments
  • Custom fields
  • Sync leads & contacts from Zoho CRM
  • Import subscribers from XLS, XLSX, and CSV
  • Mailing lists email summary
  • Sign-up forms
  • Bounce & unsubscribes automatic removal
  • Sign-up form tracking
  • Workflow trigger for sign-up forms
  • Subscriber scores
  • Consent management
  • Send consent emails to implied subscribers
  • Send follow-up emails to unresponsive subscribers
  • Schedule consent campaign
  • Consent campaign reports
  • Email marketing
  • Schedule email campaigns
  • Recipient timezone-based delivery
  • Recipient optimal open time based delivery
  • Batch emails
  • Merge tags
  • Dynamic content
  • RSS email campaigns
  • Email polls
  • A/B testing
  • Customize email header and footer
  • Email opened & unopened recipients
  • Social sharing
  • Video email marketingLink to Youtube and Vimeo videos in your email templates
  • Recipient comments
  • Email authentication using SPF/sender ID, domain key/DKIM
  • Compare email campaigns
  • Custom coupon email campaignsAdd coupon merge tags to generate a unique coupon for every recipient
  • E-commerce email campaignsEnd details about products in your Shopify store to your customers
  • Survey email campaigns
  • Send test emails
  • Email campaign archivesLink to previous campaigns on your website
  • Email campaigns reports
  • Powered by Zoho Campaigns in footer
  • Opt-in confirmation
  • Design & customize opt-in forms
  • Add company logo to opt-in forms
  • Customize confirmation page
  • Send opt-in confirmation emails
  • Customize opt-in confirmation emails
  • Add to address book - vCard
  • E-commerce email marketing
  • Campaign creation
  • Web store tracking and reports
  • Coupon code sync
  • Product content sync
  • Purchase follow-ups
  • Abandoned cart follow-ups
  • Developer API
  • Campaign management
  • List management
  • Call back URLs
  • Email marketing automation
  • Drag-and-drop workflows
  • Workflow templates
  • Closed group autoresponders
  • Cyclic autoresponders
  • Workflow path tracing
  • Sign-up based autoresponders
  • Email action-based autorespondersSend follow-up and relevant emails based on opens and clicks
  • Calendar-based autorespondersCreate promotions for holidays or specific days
  • Custom date field-based autoresponders
  • Smart series autoresponders
  • Autoresponders summary report
  • Social media marketing
  • Share email campaigns on social media
  • Facebook page marketing
  • Post campaigns - 1 account/social network/employee license
  • Automatic posting on Facebook, Twitter, & LinkedIn
  • Promote page through email campaigns
  • Campaign Tracking & Reporting
  • Recipient activity reports
  • Reply tracking
  • Individual & overall reports export
  • Bounces & unsubscribe rates
  • Open rates
  • Click-through rates
  • Spam complaints
  • Location based reports
  • Device specific reports
  • Email campaign based reports
  • Mailing list based reports
  • Share reports
  • Social campaign statistics
  • Advanced analytics with Google Analytics
  • Forwards (tell a friend)
  • Integrations
  • Zoho integrations
    • CRM
    • Creator
    • Survey
    • Contacts
    • Invoice
    • Books
    • Recruit
    • Meeting
    • Commerce
    • Desk
    • Backstage
  • Other integrations
    • SugarCRM
    • Salesforce
    • G Suite
    • Tracking URLs with Google Analytics
    • Eventbrite
    • SurveyMonkey
    • Shopify
    • Facebook
    • Twitter
    • LinkedIn
    • Tumblr
    • Youtube for video email campaigns
    • Flickr add images to the template gallery
    • Gravatar
    • Bigstock
    • PayPal
    • Litmus
    • Giphy
    • GoToWebinar
    • Evernote
    • Dropbox
    • OneDrive
    • Box
    • Unsplash
    • Unbounce
    • Wistia
    • Zoom
    • HubSpot
    • MS Dynamics 365
    • Zendesk
    • BigCommerce
    • WooCommerce
  • Campaign management
  • Email limits
  • Managerial approval
  • Roles and privileges
  • Custom roles
  • Folders
  • Favorites
  • Marketing calendar
  • Webhook
  • Mailing list notification
  • Sent campaign notification

Social

  • 1 brand
  • Social channels
    • Twitter profile
    • Instagram business profile
    • Facebook page
    • Facebook group
    • LinkedIn company page
    • LinkedIn profile
    • Google my business profile
  • Facebook lead ads and forms
  • zShare browser extension
  • Team collaboration
  • Publishing & scheduling
  • Publish
  • SmartQ
  • CustomQ
  • Schedule
  • Pause/Resume scheduled posts
  • Bulk scheduler
  • Repeat post
  • Publishing calendar
  • Custom audience targeting
  • Connections
  • List of most engaged
  • List of recently engaged
  • Twitter following/followers
  • Social profile information
  • URL shortener
  • Zoho shortener
  • Bitly shortener
  • Reports
  • Published post stats
  • All reports & analytics
  • Custom reports - 10 dashboards/brand
  • Scheduled reports
  • Monitor
  • 15 social network-based listening columns and custom search columns
  • Zoho integrations
  • Desk
    • Create tickets from social updates
    • Chat with Desk owner
    • Desk reports
    • Rule-based ticket generation
    • View ticket IDs
  • CRM
    • Add leads to Zoho CRM
    • Chat with CRM owner
    • CRM reports
    • Connections - CRM leads & contacts
    • View CRM status and information
    • Rule-based lead generation
    • Monitor leads/contacts

Survey

  • Enterprise features
  • Department creation
  • Basics
  • Unlimited surveys
  • Unlimited number of questions
  • Unlimited number of responses
  • 3,000 responses/month (for monthly plan users)
  • In-mail surveys
  • iOS & Android
  • Survey creation
  • Survey builder in 26 languages
  • 250+ templates
  • Question types
  • Pagination
  • Label, title, and number
  • Embed video
  • Embed call link
  • Mandatory questions
  • Answer validation
  • Randomize answer choices
  • Export as PDF
  • Print survey
  • Advanced survey creation
  • Question logic
  • Page logic
  • End page logic
  • Auto fill
  • Piping logic
  • Scoring
  • Custom variable
  • Respondent variable
  • Translate survey to 76 languages
  • Translate reports New
  • Send email notifications
  • Trigger functions
  • Track survey
  • Survey branding
  • Complete survey design customization
  • Custom favicon
  • White label survey
  • Custom end page
  • Add logo
  • Remove Zoho footer
  • Collaboration
  • Share survey
  • Invite reviewers
  • Share report
  • Share survey preview New
  • Response collection
  • Embed survey in website
  • Purchase responses
  • Pop-up surveys New
  • Disqualify respondents
  • Anonymous responses New
  • Remove IP address
  • Email distribution
  • HTTPS encryption
  • Share on social
  • QR code for surveys
  • Collect responses offline
  • Kiosk+auto upload mode in offline surveys New
  • Unlimited offline devices
  • Spam protection
  • Password protection
  • Set survey end date
  • Limit number of responses
  • Unlimited collectors
  • Survey reports and analytics
  • Real-time responses
  • Custom report
  • Custom trend report
  • Cross-tab reports
  • Custom filters
  • Turf analysis New
  • Sentiment analysis New
  • Print reports
  • Export in XLS and CSV
  • Export in SPSS
  • Download chart
  • View repondent's IP
  • Download report as PDF
  • Integrations
  • Zoho integrations
    • CRM
    • Campaigns
    • SalesIQ
  • Other integrations
    • MailChimp
    • Google Sheets
    • URL callback notifications
    • Tableau
    • Slack New
    • Shopify New
    • Eventbrite
    • Zendesk
    • Facebook
    • G Suite Marketplace

Forms

  • Basics
  • Forms
    • Trial - 10 forms
    • Paid - unlimited
  • Submissions
    • Trial - 1,000/month
    • Paid - 200,000/month
  • Storage
    • Trial - 200MB
    • Paid - 20GB
  • Unlimited reports
  • Default themes
  • Custom themes
  • Multilevel form approval
  • Mobile responsive forms
  • Tech support
  • Privacy features
  • Field encryption
  • SSL encryption
  • Personal field marking
  • Form settings
  • Custom domain in permalink URL
  • CAPTCHA
  • Google reCAPTCHA v2
  • Splash message
  • Thank you page
  • Redirect to website
  • Email notifications
  • Save and resume
  • Edit response
  • Submitter email notification
  • Email attachment
  • Notification email to external users
  • Forms submission as PDF attachment
  • Double opt-in
  • Form span
  • Custom favicon
  • Custom title text
  • PDF settings
  • Document merge
  • General/Error messages customization
  • Field alias
  • Task management
  • Manage form attachment
  • Form sharing
  • Public link
  • Shorten URL
  • Private sharing
  • Facebook
  • Twitter
  • LinkedIn
  • Form HTML download
  • iFrame source code
  • QR code
  • Email campaigns
  • Zoho Campaigns
  • MailChimp
  • Integrations
  • Zoho integrations
    • CRM
    • SalesIQ
    • Desk
    • Campaigns
    • Docs
    • Sign
    • Sheet
    • Projects
    • Recruit
  • Other integrations
    • G Suite
    • Webhooks
    • Salesforce
    • Zapier
    • Microsoft teams
    • WebMerge
  • Managing entries
  • Printable entries list
  • Printable entries summary
  • CSV export
  • PDF export
  • Password-protected file export
  • Task assignment
  • Tracking
  • Google Adwords (GCLID)
  • UTM tracking
  • Google Analytics - goal tracking
  • Facebook pixel - event tracking
  • Reports
  • Customizable filters
  • Auto filters
  • Show/Hide columns
  • Reports approvals
  • Public sharing link
  • Private sharing link
  • iFrame source code
  • HTML button/link to embed report
  • Form management
  • Field duplication
  • Form duplication
  • Form analytics
  • Form audit
  • Form ownership management
  • Form disable
  • Payment integrations
  • Stripe
  • PayPal
  • 2Checkout
  • Razorpay
  • PayPal checkout
  • Authorize.Net
  • Form fields
  • Basic fields (name, address, email, phone number, etc.)
  • Date/Time
  • Dropdown field
  • Radio buttons
  • Multiple choice
  • Checkboxes
  • Group choices
  • Value assignment
  • Page break
  • Geolocation
  • Choices import
  • Decision boxes
  • File upload
  • Matrix choice
  • Section
  • Zoho CRM field
  • Slider
  • Rating field
  • Description field
  • Signature field
  • Formula field
  • Unique ID
  • Image choices
  • Terms and conditions
  • Subform
  • Form building tools
  • Drag-and-drop builder
  • Multi-page forms
  • Conditional rules
  • Field rules
  • Form rules
  • Page rules

PageSense

  • Heatmaps
  • Scrollmaps
  • Attentionmaps
  • Session recording
  • Polls
  • Funnel analysis
  • A/B testing
  • Split URL testing
  • Visual editor
  • Audience targeting
  • Report segmentation
  • Revenue analysis
  • Real-time reporting
  • Role-based access
  • Integrations
  • Chrome plugin
  • URL targeting
  • Unlimited experiments
  • Unlimited pages
  • PageSense subscription
  • Monthly visitors - 30,000/employee license
  • Number of projects
    • Trial - 3
    • Paid - 25

Backstage

  • Events
  • Enterprise events
    • Up to 25 employees - 1 event per 5 employee licensess
    • 26 to 50 employees - 10 events
    • 51 employees and above - unlimited events
  • Unlimited free events
  • 1 portal
  • Unlimited attendees
  • Free events
  • Event portals
    • Custom domain mapping
    • Brand page with event listing
    • Calendar HTML widget
  • Events and scheduling planning
    • Multi-track agenda builder
    • Speakers management
    • Agenda export and import
  • Event website
    • Design and host event site
    • Venue mapping with directions
    • Hotel suggestions
  • Event ticketing
    • Attendee check-in
  • Event marketing
    • Customizable banners
    • Customizable email templates
    • Email schedulers
    • Customizable social share content
  • Event analytics
    • Site traffic analysis
    • View attendee list
    • Event dashboard
    • Detailed session analytics
  • Mobile apps
    • Android and iOS app for event organizers
  • Zoho integrations
    • Zoho CRM
    • Zoho Flow
    • Zoho PageSense
    • Zoho SalesIQ
  • Other integrations
    • Eventbrite
    • Google Analytics
  • Enterprise events
  • Event portals
    • Set up webhooks
  • Events and schedule planning
    • Clone event
    • Session management
    • Sponsorship management
    • Event-day assistants
    • Agenda export and import
  • Event website
    • Deeper brand customization
    • Customized logo and favicon
    • Multi-lingual site editor
    • Custom website section addition
    • Custom website page addition
    • Website text customization
    • Event gallery
    • Multi-lingual website support
  • Event ticketing
    • Zoho Backstage ticketing
    • Global tax support
    • Offline ticket sales
    • Bulk bookings
    • Ticket Promo Code
    • On-site ticket sales
    • Attendee confirmation and reminders
    • Import/export attendee data
  • Event marketing
    • Email scheduler
  • Audience engagement
    • Associate presentations
    • Presentation delivery
    • Crowdsource questions
    • Live polls
    • Session feedback
    • Presentation library
    • Announcements
    • Detailed session analytics
    • Chat groups
  • Mobile apps
    • Event listing in the attendee app - Android and iOS
  • Value added services
    • Personalized training
  • Custom branding
    • Custom mobile app

MarketingHub

  • 5000 Leads
  • Visitors = 2 x lead count
  • Unlimited automated emails
  • Website goals and events
  • Website behavior tracking
  • Custom journey goals
  • Lead path tracing
  • Lead scoring
  • Journey reports
  • SMS marketing
  • Marketing planner
  • Survey campaigns
  • Webinar promotions
  • Event promotions
  • E-commerce marketing
  • Touchpoints
  • Smart pop-ups
  • Website missed goals
  • Site purchase abandonment
  • Web application tracking
  • Alias domains and IP filtering
  • Lead attribution reports
  • OnSpot forms
  • Custom lead tags
  • Lead stage classification
  • Advanced pre-built journey templates
  • ROI measurement
  • Multi-product management
  • Product cross-sell and up-sell
  • URL shortening with custom domains
  • Smart links and app links
  • E-commerce journeys and workflows
  • Store abandonment notifications
  • Email signature campaigns

Desk

  • Ticket management
  • Email tickets
  • Comment in tickets
  • Spam tickets
  • Ticket history
  • Ticket resolution note
  • Ticket tags
  • Product based ticket tracking
  • Add resolution to KB
  • Followers
  • Customer happiness ratings
  • Suggested articles
  • Merge tickets
  • Split tickets
  • Clone ticket
  • Ticket timeline
  • Time entry
  • Approvals
  • Team ownership
  • Ticket sharing
  • Send as email
  • Agent productivity
  • Quick ticket view
  • Response editor with rich text support
  • Advanced search
  • Response draft
  • Table view
  • Search facet
  • Snippets for faster response
  • Email templates in reply editor
  • Work modes
  • Keyboard shortcuts
  • Review ticket replies
  • Customer support channels
  • 100 email channels
  • Help center
  • Advanced web forms
  • Twitter
  • Facebook
  • Community forums
  • Telephony
  • Live chat
  • Help desk automation
  • Notification rules
  • 30 macros/department
  • Supervise - time-beased rules - 30/department
  • 30 workflow rules/department
  • Custom functions in workflow
  • Field watching - trigger on specific field updates
  • Ticket assignment rules
  • 30 direct assignments to agents and teams
  • Round-robin ticket assignment by load balancing - 15/department
  • Advanced process management - blueprints
  • 20 active blueprints/department
  • 100 transitions/blueprint
  • 5 common transitions/blueprint
  • 30 fields and actions per transition
  • State level SLAs & escalations
  • Custom functions in blueprints
  • Service level agreements (SLAs)
  • 20 SLAs per department
  • Stop the SLA clock (on hold state)
  • Multi-level escalations
  • Customer based SLA
  • Contract management in SLA
  • Help desk working hours
  • Unlimited business hours
  • Unlimited holiday list
  • Help desk customization
  • Customize email templates
  • Customize tabs
  • Customize views
  • Customize form fields
  • Custom fields
  • Custom ticket status & status grouping
  • Field dependencies
  • Teams
  • Ticket template
  • Department specific layout
  • Layout rules
  • Validation rules
  • Artificial Intelligence
  • Reply assistant
  • Sentiment predictions
  • Ticket auto tagging
  • Anomaly notifications
  • KB conversation assistant/ASAP
  • Zia voice and skill builder
  • Re-branding
  • Multi-language support
  • Custom domain mapping
  • Remote authentication
  • Help center
  • Private knowledge base for agents
  • Public knowledge base
  • Knowledge base dashboards
  • Community
  • Community dashboard
  • Community gamification
  • Article versioning
  • 301 redirection
  • ASAP
  • Answer bot in ASAP
  • Live chat in ASAP
  • Google Analytics integration
  • Themes gallery
  • CSS Customization
  • Custom widget
  • Multi-brand help center
  • HTML customization
  • Multi-department
  • Multiple department support tracking
  • All-department view of tickets
  • Department based signatures
  • Department specific product handling
  • Customer management
  • Contact & account information management
  • Private notes for contacts & accounts
  • Dedicated owners for contacts & accounts
  • Contact & account insights
  • De-duplicate contacts & accounts
  • Contact & account custom fields
  • Merge contacts
  • Merge accounts
  • Follow contacts & accounts
  • Contact to product association
  • Custom views for customers
  • Secondary contacts (CCs)
  • Activity
  • Tasks
  • Events
  • Calls
  • Time tracking
  • Manual ticket time tracking
  • Auto ticket time tracking
  • Activity time tracking
  • Billing preferences
  • Products
  • Product based ticket tracking
  • Associate products to contacts
  • Associate products to accounts
  • Dedicated owner for products
  • Custom views for products
  • 230 custom fields for products
  • Analytics
  • Standard reports
  • Pre-populated reports
  • Custom reports
  • Export reports to CSV, XLS, or PDF
  • Custom dashboards
  • Ticket overview dashboard
  • Headquarters dashboard
  • Response, resolution, & FCR dashboards
  • Ticket status dashboard
  • Customer happiness dashboard
  • Community dashboard
  • Calls reports and dashboards
  • SLA dashboards
  • Telephony agent availability
  • 100 scheduled reports
  • Blueprint dashboards
  • ZIA dashboards
  • All department analytics (global reports and dashboards)
  • Telephony
  • In-product call notifications
  • Call-to-ticket conversion
  • Answer over-the-web
  • Answer over-the-phone
  • Call logging
  • Call transfer
  • Call recording
  • Call hold
  • Call mute
  • Business hours configuration
  • Non-business hour management
  • Call queue handling
  • Outbound calls
  • Missed call management
  • Custom greeting configuration
  • Call routing (sequential & simultaneous)
  • Call waiting message
  • Caller history
  • Voice mail
  • Real-time agent availability
  • Call reports and dashboards
  • Multi-level IVR
  • Agents & permissions
  • 50 profiles
  • 250 roles
  • Field-level access control
  • Data sharing
  • Add-ons & integrations
  • Zoho integrations
    • CRM
    • Analytics
    • Assist
    • BugTracker
    • Cliq
    • SalesIQ
    • Books/Invoice
    • PageSense
  • Other integrations
    • G Suite
    • Atlassian Jira
    • Slack
    • Salesforce
    • Zapier
    • Office 365
    • MS teams
  • Zoho Marketplace for Zoho Desk
  • Public extensions
  • Private extensions
  • Mobile apps
  • Zoho Desk app
  • Radar app for Zoho Desk
  • Data administration
  • Export data
  • Import data
  • Import history
  • Data migration
  • Migration from other help desks

Assist

  • 6 concurrent sessions per technician
  • Unattended access
  • Number of sessions - 5/organization and 1/employee license
  • Computer grouping
  • Group permissions
  • Deployment
  • Wake on-LAN
  • Remote power options
  • Organization
  • Organization roles
  • Departments
  • Rebranding
  • Custom email templates
  • Email configuration
  • Advanced reports
  • Customer widget
  • Security and compliances
  • TLS 1.2 transport security with AES-256-bit encryption
  • Idle-session time out
  • Action log viewer
  • Session confirmation
  • Integrations/APIs
  • Zoho integrations
    • Desk
    • SalesIQ
    • Assist APIs
  • Other integrations
    • Zendesk
    • ServiceNow
    • Freshdesk
    • Jira
    • Imported Google contacts
  • Remote session
  • Instant chat
  • Desktop application
  • UAC compatible
  • Clipboard sharing
  • Remote screen blanking
  • File transfer
  • Multi-monitor navigation
  • Send ctrl+alt+del
  • Reboot and reconnect
  • Session transfer
  • Schedule sessions
  • Swap screen
  • Session notes
  • Voice and video chat
  • Contacts management
  • Annotation
  • Remote print
  • Session recording
  • Additional storage for session recording
  • Session audit
  • Screen sharing
  • Platforms supported
    • Windows
    • Mac
    • Linux
    • Chrome OS
  • Mobile apps
    • iOS
    • Android

Mail

  • 50GB storage/employee license
  • Huge attachments - up to 250MB New
  • Email hosting for multiple domains
  • Domain aliases
  • Email routing
  • Email and folder sharing
  • Streams - collaboration tool
  • Offline access
  • Email recall
  • eWidget and developer space
  • Tasks, notes, and bookmarks
  • IMAP/POP access in email clients
  • Exchange Activesync
  • Mobile apps for iOS and Android
  • Archival and eDiscovery New
  • Email backup and restoration
  • White labeling
  • S-MIME New
  • Calendar
  • Shared calendars
  • Group calendars
  • Appointment scheduling
  • Calendar sync
  • Calendar on mobile
  • Resource bookingFeature available for early access on request

Cliq

  • Messages
  • Unlimited 1-1 chats and group chats
  • Unlimited searchable messages
  • 1-1 and group chats with external users
  • General
  • 100GB file storage/employee license
  • Advanced unified org directory
  • Reminders
  • Zia events
  • Integrations
  • Zoho integrations
    • Calendar
    • People
  • Other integrations
    • Office 365
    • 100 extensions/organization
  • Chat window
  • @mentions and #tags
  • Star important messages
  • Link preview
  • Pinned messages
  • Print a chat transcript
  • Channels
  • Organization & personal channels
  • Team & multi-team channels
  • 5 external channels/employee license
  • Channel permissions
  • Announcement channels
  • Custom roles
  • Archiving channels
  • 2,000 organization, team, and personal participants per channel
  • 500 external participants per channel
  • Live media
  • 1-1 audio &video calls
  • 1-1 screen sharing
  • PrimeTime - handshake+assembly & ScreenSharing
  • Platform internal tools
  • 1,000 slash commands/org
  • 1,000 message actions/org
  • 250 bots/org
  • 1,000 functions/org
  • 100 schedulers/org
  • 100 databases/org
  • 10,000 database records/db/org
  • Security and privacy
  • Data encryption both in transit and at rest
  • Consents
  • Secret chat
  • User preferences
  • Desktop notifications
  • Personal information
  • Media and links
  • Themes
  • Email & sound notifications
  • Admin panel
  • User roles
  • User fields
  • Allowed IPs
  • Org policies
  • Enterprise mobility management
  • Module configuration
  • One theme for the entire organization
  • Custom domain
  • Custom email

Projects

  • Core features
  • Tags
  • Project feeds
  • Task management
  • Document sharing
  • Import from MS Project
  • Calendar & forums
  • Google apps integration
  • Project custom status
  • Task custom status
  • Subtasks
  • Task duration (hours/days)
  • Reminders
  • Project timeline gantt
  • Task dependancy - across projects
  • Task layout - create
  • Sync Google Tasks
  • Gamescope
  • Time tracking
  • Export projects
  • Custom views
  • Recurring tasks
  • Timesheet approval
  • Time log restriction
  • Blueprint for tasks
  • AI chatbot powered by Zia
  • Project budget
  • Work - planned hours
  • Business hours
  • Weekends & holidays
  • Strict project
  • Task rollup
  • Critical path
  • Baseline
  • Project layout
  • 155 project custom fields
  • 220 task custom fields
  • 120 issue custom fields
  • Custom profiles and roles
  • Custom domain
  • Teams
  • Basics
  • Unlimited projects
  • Client users - 5/employee license
  • 100GB storage space
  • 30 project templates
  • Pages & chats (all projects)
  • Charts/Reports
  • Chronology Gantt chart - editable across projects
  • Milestone Gantt chart - editable across projects
  • Resource utilization chart - across projects
  • Advanced task/issue reports
  • IssueTracker
  • Import issues
  • Add issues through email
  • Export issues
  • Notifications
  • Business rules
  • Web-to-issue form
  • Link issues
  • Custom fields
  • Email settings
  • SLA
  • Webhooks
  • Custom issue email templates
  • Integrations
  • Zoho integrations
    • CRM
    • Meeting
    • Invoice
    • Books
    • People
    • Analytics
    • Desk
  • Other integrations
    • Zapier
    • Dropbox
    • GitHub
    • Bitbucket
    • Crashlytics

Sprints

  • Unlimited projects
  • 100GB storage
  • Custom statuses
  • Custom item types
  • Custom priorities
  • Parallel sprints
  • Epics
  • Timesheet
  • Meetings
  • Webhooks
  • Custom project templates
  • WIP limits
  • Custom views
  • Custom layouts and fields
  • Zoho integrations
    • Desk
    • Projects
  • Other integrations
    • Github
    • Bitbucket
    • Gitlab
    • Zapier

Connect

The enterprise features of Connect’s internal network are included in Zoho One. The external network has to be purchased separately.

  • Posts & feeds
  • Like, comment, share, attach, hashtags, & @mentions
  • Polls
  • Events
  • Announcements
  • Questions
  • Company wall
  • Private posts
  • Channels
  • Create channels
  • Unlimited private channels
  • Forums
  • Create forums
  • Forum categories
  • Custom apps
  • Create custom apps
  • Custom application builder
  • Ready-to-use online forms
  • Unlimited company level custom apps
  • Group level custom apps
  • Custom apps permissions
  • Files
  • Create & edit documents
  • Online file storage
    • Up to 50 employees - 100GB
    • Over 50 employees - 2GB for every additional employee license
  • File upload from desktop
  • File upload from the cloud
  • Manuals
  • Create manuals
  • Company level manuals
  • Group level manuals
  • Manual permissions
  • Tasks
  • Create tasks
  • Unlimited boards
  • Board permissions
  • Board templates
  • Groups
  • Unlimited groups
  • Public groups
  • Private groups
  • Multiple group admins
  • Group analytics
  • Group channels
  • Group level permissions
  • Group level moderation
  • Events
  • Create events
  • Company events
  • Group events
  • Calendar view
  • Notifications
  • Mobile app push notifications
  • Email notifications
  • Notification settings
  • Group notification preferences
  • Custom email for notifications
  • Company directory
  • User profiles
  • Follow people
  • One-one audio call
  • One-one video call
  • Instant chat
  • User recommendation
  • Admin settings
  • Add custom logo & favicon
  • Custom CSS
  • Network level moderation
  • Network level permissions
  • Manage groups
  • Multiple network admins
  • Manage apps at network level
  • Analytics
  • Policies
  • Export data
  • Multi language support
  • Integrate with 3rd party apps

ShowTime

  • 50GB storage/org
  • Unlimited on-demand session audience
  • Virtual classroom - up to 200 attendees
  • Employee license - 10 roles for 10 employee licenses
  • On-demand session
  • Face-to-face session
  • Revenue generation
  • Certificates
  • Custom domains
  • Zoho CRM integration
  • Team management
  • Performance dashboard
  • Org. profile page
  • Session personalization
  • Recurring session
  • Exclusive session
  • Duplicate a session
  • Customizable registration form
  • Add co-trainers
  • Reminder email settings
  • Thank you email edit
  • Session promotion
  • Custom branded emails
  • One click invite
  • Invite email edit
  • Email campaign statistics
  • Embeddable widget
  • Source tracking
  • Audience management
  • Allow/deny participants
  • restrict attendee limit
  • Remove an attendee
  • Material management
  • Create/upload presentation and videos
  • Test and survey
  • Create/import polls
  • Handouts
  • Real-time engagement
  • Screen sharing
  • Whiteboard
  • Open-mic
  • Unmute all participants
  • Engagement gauge
  • Co-trainer/co-presenter
  • Open chat room
  • Attendee-trainer chat rooms
  • Private chat room for trainers
  • Q&A
  • Live polls
  • HD recording
  • Standard recording
  • Share the recording
  • Download the recording
  • Publish the recording
  • Analytics
  • Engagement analytics
  • Export analytics data

WorkDrive

  • 50GB file upload limit
  • Storage
    • Upto 10 employees - 5TB/org
    • Over 10 employees - 500GB/employee license additional shared storage
  • Built-in document editors
  • Writer
  • Sheet
  • Show
  • Internal collaboration
  • Team folders
  • Granular access controls
  • Sub-folder level sharing
  • Preview
  • Zip file preview and extraction
  • Universal content search
  • File locking
  • Commenting on files
  • Unlimited file versioning
  • Unread and global notifications
  • External collaboration
  • Customizable file links
  • Groups
  • Password-protected links with expiry
  • External file access control
  • Sync
  • Desktop sync
  • Two-way sync
  • Advanced analytics and reporting
  • File access stats
  • File activity timeline
  • Security
  • 256-bit AES encryption at rest
  • TLS, SSL, and PFS encryption during transit
  • Intrusion detection and prevention systems
  • Admin controls
  • Custom branding
  • Data templates
  • Custom Fields
  • Control external sharing
  • Manage multiple teams
  • Transfer ownership of private files
  • Full content visibility and management
  • File recovery
  • Admin dashboard
  • Generate and export customized activity reports
  • Team folder activity timeline

Sign

  • Signer authentication code
    • Email
    • SMS
    • Custom offline
  • Unlimited documentsnot applicable to bulk send, SignForms, API, integration custom functions and automation
  • Signer document attachment
  • Document approver action
  • Reminders & notifications
  • Advanced features
  • Templates
  • Bulk send - 100 documents/month/organization
  • In-person signing
  • SignForms - 50 responses/month/organization
  • Rebranding
  • Legal
  • Audit trails
  • Blockchain timestamping
  • Certificate of completion
  • Reports
  • Accessibility
  • Multi-language support
  • Organization email alias configuration
  • Recipient redirection to custom URL upon action
  • Priority technical support
    • Web
    • Phone
    • Email
  • Mobile apps
    • iOS
    • iPad OS
    • macOS
    • Android
  • Integrations
  • Import & export documents
    • Google Drive
    • Dropbox
    • OneDrive
    • Box
    • Zoho Docs
    • Zoho Workdrive
  • Zoho integrations
    • CRM
    • Desk
    • Workerly
    • Books
    • Invoice
    • Inventory
    • Mail
    • Orchestly
    • Creator
    • Recruit
    • People
    • Forms
    • Writer
    • Flow
  • Other integrations
    • G Suite
    • Office 365
    • Integromat
    • Zapier
    • Formstack Documents (formerly WebMerge)
    • Microsoft Teams
  • Webhooks
  • API

Vault

  • Break-glass account for emergency access
  • Password & storage management
  • AES-256 encryption
  • Store unlimited passwords
  • Attach unlimited files and documentsMax file size - 2MB
  • Access from computers, smartphones, and tablets
  • Password groups
  • Password sharing
  • Fine-grained and role-based permissions to view/edit/manage passwords
  • Sharing chambers
  • Automatically change website passwords
  • Single sign-on for cloud apps
  • Password event notifications
  • Alerts and notications of password retrieval, expiry, ownership change, etc.
  • Audits & reports
  • Complete record of all password management
  • Password assessment reports
  • Logging all access to passwords
  • Intuitive password access reports
  • Export reports in PDF
  • Backup, disaster recovery, & high availability
  • Scheduled data backup (email)
  • Cloud backup
  • Uninterrupted access to passwords
  • Offline access
  • Tools & utilities
  • Import passwords
  • Export passwords
  • One-click login to websites
  • Password generator
  • Password history
  • Personal password management
  • Mobile apps
  • Browser extensions
  • Password policies & compliance
  • Pre-built password policies of varying strengths
  • Provision for creating custom password policies
  • Enforcing standard usage of password policies
  • Access control workflow
  • Password request-release mechanism
  • Time-limited access to passwords
  • Instant alerts on password events
  • Helpdesk integration

Meeting

  • 1 host/employee license
  • 100 participants/host
  • Storage - 25 recordings
  • 100 webinar attendees
  • Collaboration features
  • Screen/Application sharing
  • Request remote control New
  • Computer audio/VoIP
  • Webcam sharing
  • International dial-in numbers
  • Browser based (no downloads required)
  • Online meeting features
  • Schedule meeting
  • Instant meeting
  • RSVP
  • Add to calendar
  • Reminder setting
  • Embed meeting widget
  • Webinar scheduling and registrations
  • Customize registration form
  • Embed registration widget
  • Moderate registrations
  • Add co-organizers
  • Create polls before session
  • View and export registration report
  • Webinar attendee engagement and in-session features
  • Create instant polls
  • Polls
  • Q&A
  • Raise hand New
  • Broadcast message
  • Allow attendee to talk New
  • Make presenter
  • Moderator controls
  • Mute/unmute meeting participants
  • Remove meeting participants
  • Lock meeting
  • Post webinar analytics
  • In-depth analytics
  • Export reports
  • Recording and storage
  • Meeting recording
  • Webinar recording
  • Online storage space
  • View and share recording
  • Organization management
  • Co-branding
  • Organization level settings
  • Automated email settings
  • Security and compliance
  • TLS 1.2 transport security with AES-256-bit encryption
  • Consent for turning on video
  • Apps and extensions
  • Desktops application (Windows and Mac)
  • iOS mobile app
  • Android mobile app
  • Firefox extension
  • Google chrome extension
  • Integrations
  • Zoho CRM
  • Zoho Projects
  • Zoho Connect
  • Zoho Calendar
  • Zoho Campaigns
  • Zoho Bookings

Books

  • Core features
  • Invoices - 1000
  • Bills/Expenses
  • Estimates
  • Time tracking/Projects
  • Expense tracking
  • Client portal
  • Basic inventory
  • Advanced inventory
  • Financial reports
  • Accountant
  • Budgeting
  • Direct bank integration and reconciliation
  • Import PDF statement
  • Workflows - 10 rules per module
  • Credit notes
  • Bills of entry
  • Vendor credits
  • Purchase orders
  • Sales orders
  • Purchase approval
  • Multi-currency
  • Multi-lingual
  • Reporting tags
  • Price lists
  • Predefined user roles
  • Custom user roles
  • Custom functions
  • Custom fields
  • 100 custom views
  • Contacts
  • Custom domain
  • Automate
  • Recurring invoices
  • Recurring expenses
  • Recurring bills
  • Payment reminders
  • 5 auto-scans
  • GST returns
  • GSTR-1
  • GSTR-3B
  • GSTR-4
  • Integrations
  • Zoho integrations
    • CRM
    • Inventory
    • Expense
    • Subscriptions
    • Projects
    • Analytics
  • Other integrations
    • Twilio

Invoice

  • Unlimited customers
  • Unbranded emails
  • Custom domain
  • Core features
  • Invoices
  • Estimates
  • Time tracking
  • Expense tracking
  • Credit notes
  • Online payment
  • Multi-currency
  • Multi-lingual
  • Flexible reports
  • Track payments
  • Customizable invoice templates
  • Customer portal
  • Snail mailYou can purchase snail mail credits and send transactions by post.
  • Automate
  • Recurring invoices
  • Payment reminders
  • Recurring expenses
  • Integrations
  • Zoho integrations
    • Zoho CRM integrations
  • Other integrations
    • Powerful APIs
    • Online payment gateways
    • G Suite integration
    • Twilio integration
  • Security
  • SSL encryption

Subscriptions

  • 5000 customers
  • 10 workflows/modules
  • Core features
  • Hosted payment pages
  • Multi-currency support
  • Dunning for automatic payments
  • Multiple payment gateways
  • Offline payments
  • Subscription metrics
  • Multi-lingual
  • Customer portal
  • Customer portal single sign-on
  • Domain branding
  • Custom buttons
  • Web tabs
  • Custom schedulers
  • Rest API & webhooks
  • Subscription metrics

Expense

  • Storage
  • Unlimited receipt storage
  • Multicurrency expenses
  • Importing card transactions
  • Customer/Project tracking
  • GST tracking
  • Cost allocation
  • Cash advances
  • Delegation
  • Expense tags
  • Mileage expenses
  • Per diem expenses
  • Auto-scans
  • Automation
  • Advanced approvals
  • Unlimited workflow rules
    • Alerts (email/in-app notification)
    • Webhooks
    • Field updates
  • Expense report automation
  • SMS automation
  • Unlimited policies
  • Budgets
  • Daily
  • Monthly
  • Yearly
  • Budget vs Actuals
  • Customization
  • Basic form customization
  • Additional fields
    • Expenses
    • Reports
    • Advanced payments
    • Users
    • Trips
  • Custom report export
  • Custom roles
  • Audit
  • Data and receipt backup
  • Scheduled backup
  • Basic audit trial report
  • Advanced audit trial report
  • Integrations
  • Zoho Integrations
    • Books
    • CRM
    • Invoice
    • People
    • Cliq
    • Projects
    • Docs
  • Other integrations
    • Quickbooks Online
    • Quickbooks Desktop (US only)
    • Xero
    • Online reimbursements via ICICI (India only)
    • Online reimbursements via ACH (UH and Canada only)
    • G Suite
    • Office 365
    • Slack
    • Lyft
    • Uber
    • Travel management companies
    • ERP
  • Direct feeds for corporate cards
    • Visa
    • Amex
    • MasterCard
  • Cloud solutions
    • Evernote
    • Google Drive
    • Dropbox
    • Box
    • OneDrive
  • Security
  • SSL encryption

Inventory

  • Core features
  • 30,000 offline orders
  • 30,000 online orders
  • 60,000 invoiceing
  • 30,000 billing
  • Warehouses
    • Trial - 2
    • Paid subscription - 10
  • 120,000 package slips
  • 3,000 shipping labels
  • Backorders
  • Dropshipment
  • Composite items
  • Inventory reports
  • Multi-currency
  • Multi-lingual
  • Item tracking
  • Serial number
  • Batch number
  • Shipment tracking
  • Integrations
  • Zoho integrations
    • Zoho Books
    • Zoho CRM
  • Other integrations
    • EDI
    • Ecommerce
    • Multi-storage integration
    • Shipping
    • Payment gateways
    • G Suite
  • Automation
  • Email alerts - 10 rules/module
  • Webhooks - 10 rules/module
  • Field updates - 10 rules/module
  • Custom functions - 10 rules/module

Checkout

  • Unlimited payment pages
  • Collect unlimited payments
  • One-time and recurring payments
  • Integrated with Razorpay
  • Payment analytics
  • Email notifications
  • Automated payment retries
  • SSL encryption
  • MailChimp integration
  • Zoho Campaigns integration
  • Custom branding

People

  • Employee onboarding
  • Leave tracking
  • Learning management system
  • Unlimited administrators
  • Query management - cases
  • Default storage - 1GB/employee license
  • Employee database
  • Employee database
  • Document management
  • Onboarding
  • New-hire portal
  • Employee onboarding
  • Time off management
  • Time off policy customization
  • Time off tracking
  • Compensatory off management
  • Holiday tracking
  • Attendance
  • Attedance Tracking
  • Biometric Integrations
  • Geo & IP Tracking
  • Attendance Regularization
  • Overtime Tracking
  • Shift Scheduling
  • Timesheet
  • Time tracking
  • Job scheduling
  • Projects, jobs and client mapping
  • Timesheet management
  • Timesheet scheduler
  • Billing and invoicing integration
  • Learning management system
  • Learner dashboard
  • Self learning
  • Blended learning
  • Targeted course creation
  • Video conferencing
  • Course management
  • Course feedback
  • Discussion forums
  • Performance appraisal
  • KRA
  • Goals
  • 360 feedback
  • Competencies
  • Skill Sets
  • Performance appraisals
  • Self-appraisals
  • Multi-rater feedback
  • Reports
  • Reports (module based)
  • Zoho Analytics integration
  • Customization
  • New forms - 5 forms/10 employee licenses
  • Custom services and forms
  • Custom domain URL
  • Automation
  • Approvals
  • Multi-level automation
  • Workflow checklist & task configuration
  • Workflow mail alert configuration
  • Webhooks
  • Template configuration
  • Custom functions
  • Blueprint
  • Storage
  • Backup

Recruit

  • Features
  • Candidates
  • Departments
  • Interviews
  • Notes
  • Tasks, events, call log
  • Forecasts
  • 750 job openings
  • Job requisition management
  • Career site
  • Free job boards
  • Paid job boards
  • Social posting
  • Source boosters
  • Jobs on Google search
  • Candidate management
  • Unlimited parse resumes
  • Formatted/branded resume with advanced options
  • Pre-screening
  • Submit to hiring manager
  • Candidate review form
  • Interview feedback form
  • Resume extractor - 250/day
  • Unlimited outlook parsing
  • Resume inbox
  • Custom resume inbox
  • Indeed search
  • Import from indeed
  • Web forms
  • Forms for candidates
  • Assignment rules
  • Auto response rules
  • Search
  • Simple search
  • Boolean keyword search
  • Semantic search
  • Search inside candidates attachments
  • Zip code search
  • Unlimited tagging
  • Communication
  • Mass emails - 750/day
  • Unlimited email templates
  • 50 custom 'From' addresses
  • BCC dropbox
  • 3 auto-responders
  • Unsubscribe link
  • Document library
  • Folder sharing
  • Attach documents
  • File versioning
  • Reviews
  • Analytics
  • Standard reports
  • Custom reports
  • Schedule reports
  • Standard dashboards
  • Custom dashboards
  • Product customization
  • Customize logo
  • Rename tabs
  • 300 custom fields/module
  • 2 unique fields
  • 20 custom links
  • Web tabs
  • 10 tab groups
  • Custom modules
  • Custom views
  • Mass update
  • Custom functions & buttons
  • Workflow management
  • 50 workflow custom rules/module
  • Workflow alerts - 300/employee license, max 10,000
  • Workflow tasks
  • Assignment rules
  • Webhooks
  • Field updates
  • Time-based actions
  • Blueprint
  • Careers website integration
  • Candidate portal
  • 200 mass invite candidates
  • 10 career website pages
  • Portal management
  • Default domain
  • Sub domain
  • Vendor portal
  • 10 free portal licenses
  • Security administration
  • 25 custom profiles
  • 250 organizational hierarchies
  • Reporting hierarchy
  • Field-level security
  • 20 data sharing rules
  • 50 groups
  • Territory management
  • Unlimited interviewer and guest users
  • Social
  • Apply with LinkedIn
  • Twitter job postings
  • Facebook job postings
  • Integrations
  • Zoho integrations
    • Marketplace
    • Mail
    • CRM
    • Docs
    • Campaigns
    • Forms
    • Workerly
    • Analytics
    • PhoneBridge
  • Other integrations
    • SMS gateway
    • Plug-in for Microsoft
    • Zapier
  • Utilities
  • Calendar
  • Google calendar sync
  • Event scheduling
  • Macros
  • Multiple currencies
  • File storage
  • Free 3GB storage/org
  • Free additional storage/org upon purchase of a new user - 1GB
  • Data administration
  • Unlimited data storage (all modules)
  • Unlimited data storage (per module)
  • 30,000 import data (per batch)
  • Export module data
  • 2 free monthly data backups
  • De-duplicate data
  • 30,000 max API calls/day
  • 10,000 min API calls/day
  • 1,000 APIs per employee license

Creator

  • Essentials
  • Unlimited apps
  • Design apps for the web, mobile, and tablet
  • Form builder
  • Report builder
  • Sharing
  • Themes and layouts
  • Zoho Creator app for iOS/Android
  • Data collection and administration
  • Basic fields
  • Advanced fields
  • AI fields
    • 30 prediction fields
    • Unlimited other AI fields
  • File storage - 5GB/employee license
  • Unlimited records (or 25,000/employee if less than 10)
  • Export
  • Schema builder
  • Record comments
  • Offline access on mobile app
  • Notification and schedules
  • Email notifications - 500/employee license/day
  • Schedules - 500/employee license/month
  • SMS
  • Push notification
  • Workflow builder
  • Workflow rules and actions
  • In-built approval
  • Deluge scripting - 10,000 statements
  • Organization-level features
  • Multi-language support
  • Manual backup
  • Audit trail
  • 50 permission sets/app
  • 250 roles/app
  • Developer sandbox
  • Scheduled backup
  • Domain restriction
  • 10 Sender email
  • Domain authentication-2 domains
  • Customization for iOS/Android devices
  • App themes
  • Custom navigation
  • Custom layouts
  • Custom touch controlled gestures and actions
  • Native feature support
  • Customer-level features
  • 50 website embed/permalink
  • Payment gateway
  • Customer portal
  • 3 portal users
  • SAML authentication for portal logins
  • Custom domain for portal
  • 5 custom portal permission sets/app
  • Download and publish rebranded mobile apps
  • Custom integrations
  • External calls - 500/employee license/day
  • Developer API - 1,000/employee license/day
  • In-built integrations
  • Zoho integrations
    • Docs
    • Books
    • Chat
    • Connect
    • CRM
    • Desk
    • Invoice
    • Recruit
    • Reports
    • Subscriptions
  • Other integrations
    • PayPal
    • Box
    • Dropbox
    • Google Drive
    • OneDrive
    • Wordpress
    • iCal Feed
    • Intuit Quickbooks
    • Salesforce
    • Google Calendar

Analytics

  • Essentials
  • 5 Million records/rows + addition of 100k/employee
  • Unlimited reports & dashboards
  • Unlimited workspaces
  • Unlimited query tables
  • Formula engines
  • Ask Zia
  • 100 data alerts
  • Data snapshots
  • Access logs
  • Activity logs
  • Mobile apps
  • Collaboration
  • Make public
  • Large screen display
  • Slideshow
  • Groups
  • Workspace admins
  • Private links
  • Schedules
  • Unlimited import
  • 100 emails
  • Backup
  • Extensibility
  • REST APIs for integration
  • 100,000/day API units
  • Logo rebranding
  • Live chat support
  • Connectors
  • Zoho integrations
    • Zoho CRM
    • Zoho Projects
    • Zoho BugTracker
    • Zoho Finance
    • Zoho Desk
    • Zoho Campaigns
    • Zoho Survey
    • Zoho Creator
    • Zoho Recruit
    • Zoho People
    • ME ServiceDesk Plus
    • ME SupportCenter Plus
  • Other integrations
    • Cloud drives
    • Files & feeds
    • Relational databases
    • Cloud databases
    • Import from email
    • Salesforce CRM
    • Microsoft Dynamics CRM
    • HubSpot CRM
    • Stripe
    • Teamwork projects
    • QuickBooks
    • Xero
    • Teamwork Desk
    • MailChimp
    • SurveyMonkey
    • SurveyGizmo
    • Facebook
    • Twitter
    • Bing Ads
    • YouTube
    • Google Ads
    • Google Analysis

Flow

  • Limits
  • 50 flows/month
  • 3,000 tasks+1,000 tasks/employee
  • Polling frequency - 5 minutes
  • History - 90 days
  • Features
  • Base apps
  • Premium apps
  • Logic & utilities
  • Custom functions
  • Test & debug

Orchestly

  • Form designer
  • Workflow builder
  • Webhooks
  • Custom Functions
  • Business Rules
  • Email Templates
  • Extensions/Widgets
  • Notifications
  • SLA
  • Audit trail
  • Default and custom reports
  • Role-based access control
  • iOS/Android app
  • Integrations
  • Zoho integrations
    • Zoho Cliq
    • Zoho Sign
    • Zoho Writer
  • Other integrations
    • Slack
    • MS Teams
 
Sales - CRM >>