ZOHO ONE - PLAN DETAILS

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

  • Zoho One
  • Sales
  • Marketing
  • Support
  • Productivity
  • Finance
  • HR
  • Legal
  • Business Process
Limit Calculator
Zoho Directory
  • Zoho Directory
  • Application/Device management
Sales
  • CRM
  • Bigin
  • Sites
  • Bookings
Marketing
  • SalesIQ
  • Campaigns
  • Social
  • Survey
  • Forms
  • PageSense
  • Backstage
  • Marketing Automation
  • Commerce
Support
  • Desk
  • Assist
  • Lens
Productivity & Collaboration
  • Mail
  • Cliq
  • Projects
  • Sprints
  • Connect
  • Learn
  • TeamInbox
  • WorkDrive
  • Sign
  • Vault
  • Meeting
Finance
  • Books
  • Invoice
  • Billing
  • Expense
  • Inventory
  • Checkout
  • Payroll
HR
  • People
  • Recruit
Legal
  • Contracts
Business Process
  • Creator
  • Analytics
  • DataPrep
  • Flow

Zoho Directory

  • Admin Panel
  • Single sign-on
  • Active Directory sync
  • Centralized user management
  • 24x5 support
  • Domain management
  • Conditional app assignment
  • Custom fields
  • Usage stats/reports
  • Telephony
  • Application management
  • Zoho apps
  • Creator custom apps
  • Mobile apps
  • Directory apps
  • Document Automation
  • 1000 default free credits/ organisation/ month + 50 free credits / employee license/ month (max cap is 2000)
  • Mail Merge
  • Fillable DocumentKnow more
  • Security Policies
  • Multi-factor authentication
    • Biometric factors - Touch ID/Face I
    • SMS
    • Time-based OTP
    • Scan QR
    • Push notification
    • Yubikey
  • IP restriction
  • Password policy
  • Groups
  • Customizable group management
  • Customizable security policies
  • Portal
  • 1 portal for every application
  • Zoho Publish
  • Business Directory listings
  • Review Management
  • Business Directory Analytics
  • Reputation Management
Note: Zoho One paid users can publish only one location for free. If you need more locations, purchase the Zoho Publish Location add-on costing /month.

Application/Device Management

  • Mobile Application Management (MAM)
  • Unlimited Devices
  • Distribute only Zoho One apps automatically
  • All type of Device Enrollment
  • Device Actions which is associated like remote lock, Corporate Wipe and Clear Passcode
  • Distribute Zoho One mobile apps to User's device / group
  • Mobile Device Management (MDM)
  • 25 devices by default with all MDM features
  • Device Enrollment
  • Profile Management
  • App Management
  • Security Management
  • Asset Management
  • E-mail Management
  • Reports and Audit
  • Know more about MDM's professional plan
Note: If more than 25 devices are managed, then the cost will be applicable for all the devices. (From the first device)

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
  • Custom signals
  • Wizards
  • Multiple pipelines
  • 25 multiple scoring rules/ module
  • 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)
  • Cohorts
  • Quadrants
  • Zone
  • Webform Analytics
  • Webform A/B testing
  • Analytics Mobile App - Analytics Studio
  • Workflow Reports
  • 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
  • Prediction Builder
  • Assignment suggestion by Zia
  • Workflow suggestions by Zia
  • AI for emails
  • Recommendation engine
  • Image Validation
  • Recommendations Notifications
  • 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
    • 1-200 users - 10GB (approximately 5 million records) + 50MB/employee
    • Above 200 users - 15GB (approximately 7.5 million records) + 50MB/employee
  • Additional data storage
    • 1-200 users -  /100MB/month
    • Above 200 users -  /100MB/month
  • Import data storage - 30,000/batch
  • Export module data
  • 2 free data backups/month
  • De-duplicate data
  • Import history
  • Additional data backup/request -  
  • File storage - 1GB/organization and 1GB/employee license
  • Security management
  • 25 profiles
  • 250 roles
  • 150 territories
  • 50 groups
  • Field-level security
  • Public read only (in default data sharing settings)
  • 25 data sharing rules (of which up to 10 rules can be criteria-based)
  • Audit logs
  • Record sharing
  • Data encryption - 5 fields/module
  • Web forms
  • Forms for leads/contacts - 20 forms/module
  • Approve records
  • Notify record owner
  • Product customization
  • Canvas (build your own experience)
    • List view- 3/user/module
    • Record view- 5 views/module
  • 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
  • Custom modules - 100, or 25 + (number of employee licenses x 2), whichever is lower
  • Layout editor
  • 3 page layouts/module
  • Layout rules - 10/module
  • Sandbox
    • Configuration type- 3
    • Data and configuration type- 2
  • Validation rules - 10/layout
  • 2 subforms/module
  • 2 unique fields/module
  • 5 custom related lists/module
  • 50 custom buttons/module
  • Custom fields - 300 fields/module
  • 25 web tabs
  • Automation
  • Workflow rules
    • 125 rules/module (maximum 75 active)
    • 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, 500,000 calls/day, or 500 calls/employee license/day (whichever is lower)
  • Functions - 1 instant action and 5 scheduled actions per rule
  • Schedules
  • Approval process
  • Process management
  • Blueprints
    • 50 blueprintsIncludes the default blueprints
    • 10 common transition/blueprint
    • 100 transition/blueprint
    • 10 field count during transition
  • Review Process
  • CommandCenter
  • 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
  • Marketing attribution
  • Customer segmentation
  • 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
  • Client Scripts
  • APIs credits - 1,000,000/day or 50,000 + (number of employee licenses x 1,000), whichever is lower
  • Functions - 200,000 credits/day/org (500/user license) or 20,000 credits + (Number of User licenses x 500), whichever is lower
  • Functions - send mail - 1,000 emails/day
  • Widgets
  • Mobile SDK
  • Web apps SDK
  • Connections

* CRM Ultimate edition is available as an add-on. Know more

Bigin

  • 100,000 records
  • Multiple pipelines
  • SalesSignals
  • 5 webforms
  • Products
  • Custom dashboards
  • 25 workflows
  • 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 Campaigns
    • Zoho Desk
    • Zoho Flow
    • Zoho Meeting
  • Other integrations
    • Office 365
    • G Suite
    • Twitter

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
  • Dynamic content
    • Display content dynamically from Zoho or third-party services.
    • Email 10 / Day
    • Invoke URL 200 / Day
    • Function Execution 1,000 / Month
  • Zoho integrations
    • SalesIQ
    • Zoho CRM forms
    • Zoho Campaigns
    • Zoho Forms
    • PageSense
    • Marketing Automation
  • Other integrations
    • MailChimp
    • Google Analytics
    • Social (FB & Twitter)

Bookings

  • Unlimited appointments
  • Unlimited customers
  • Unlimited services
  • Workspaces - 3 workspaces/organization and 1 workspace/10 employee licenses
  • 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)
  • Brand color palette
  • Customizable booking links for staff, services, and workspaces
  • Add custom fields to bookings form
  • Notifications/Reminders
  • Text reminders and notifications
  • Customizable email and text notification templates
  • Send emails from staff, admin, workspace or business addressesNew
  • Automatic notifications
  • Integrations
  • Zoho CRM
  • Zoho AssistNew
  • Zoho Flow
    • Add new appointments as subscribers in Mailchimp
    • Update Outlook calendar
    • GoToMeeting
  • Google Calendar
  • Two way calendar sync
  • Over 2000 app integrations with Zapier New
  • Payment gateways
    • Stripe
    • PayPal
    • Razorpay
    • Authorize.Net
    • Forte
    • Worldpay
  • SMS gateways
    • Twilio
    • Clickatell
    • Hoiio
    • Nexmo
    • SMS-Magic
    • Clockwork SMS

SalesIQ

  • Features
  • 1 brand
  • Branding
  • Company logo
  • Company favicon
  • For operators
  • Roles and permissions
  • Unlimited chat volume per month
  • 25 departments + (number of brand purchased x 3)
  • 100 proactive chat trigger rules
  • 100 chat routing rules
  • 25 visitor routing rules
  • Block IP
  • 10 profanity Management libraries
  • Chat translation
  • Chat transfer
  • Group chat with customers
  • Unlimited chat history
  • Concurrent chat limit
  • Brand-specific business hours
  • Department based email configuration
  • Unlimited email templates
  • Company profile enrichment using Zia
  • Operator chat monitoring
  • Website visitor tracking
  • Live tracking dashboard
  • 200k visitors tracked per month
  • 100 lead scoring rules
  • 100 company scoring rules
  • Chatbots
  • 10 custom chatbots
  • Answer BotZia
  • People
  • Visitors
  • Contacts
  • Company
  • Export People data
  • For your customers
  • Offline messaging
  • Visitor-side chat history
  • Reopen a chat
  • Credit card masking
  • Media
  • File sharing
  • Click to call
  • Screensharing
  • Resources
  • Unlimited articles
  • Unlimited FAQs
  • 5000 UAQs
  • Canned replies
  • 10 small talks
  • Business terms
  • Channels
  • Website
  • Mobile app
  • Email Signature
  • Telegram
  • Custom tools
  • 50 widgets
  • 5 brand-specific widgets
  • 100 form controller
  • 3 admin webhooks
  • 10 data webhooks
  • Reports
  • Daily reports
  • Weekly stats
  • Monthly stats
  • Plugins
  • Wordpress
  • OpenCart
  • Joomla
  • Drupal 7
  • Drupal 8
  • OSCommerce
  • Cs-cart
  • Magento
  • WooCommerce
  • PrestaShop
  • Sharepoint
  • Facebook
  • Integrations
  • Zoho Integration
    • Zoho Desk
    • Zoho CRM
    • Zoho Assist
    • Zoho Campaigns
  • Other integrations
    • MailChimp
    • Zendesk
    • Salesforce CRM
    • ClearBit
    • Leadberry
    • Cloud telephony and PBX
  • Desktop apps
  • Operator mobile app
  • Access Apple TV on 100 devices

Campaigns

  • SMS campaigns
  • SMS gateways
  • Batch sending
  • Reporting and analytics
  • Contacts
    • Trial - 5,000
    • Paid - 5,000/employee license
  • Number of emails
    • Trial - 15,000 emails
    • Paid (Up to 100,000 contacts) - unlimited
    • Paid (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

* Dedicated IP address for yearly subscription is available as an add-on. Know more

Social

  • 1 brand
  • Social channels
    • Facebook page
    • Facebook group
    • Twitter profile
    • Instagram business profile
    • LinkedIn profile
    • LinkedIn company page
    • YouTube channel
    • Google My Business listing
    • Pinterest profile
    • TikTok profile.
  • zShare browser extension
  • General
  • Home dashboard
  • Recent Posts
  • Notifications
  • Livestreams
  • Create custom roles
  • Publishing & scheduling
  • Multi-channel publishingPublish posts on all the social media channels across brands in one go
  • Custom scheduling
  • Drafts
  • Published posts
  • Scheduled posts
  • Unpublished posts
  • Publishing calendar Weekly & monthly content calendar with actionable publishing tools
  • Atl texts
  • Image editor
  • Bulk scheduler Advance-scheduling volumes of posts for social channels with CSV/XLS files
  • Repeat posting Publishing automation to recycle your posts weekly/monthly.
  • CustomQ Publishing queue slots that can be created to set up a posting timetable.
  • SmartQGenerates best posting times for your channels based on engagement stats
  • Pause/Resume post Emergency button to freeze all your scheduled content (Can be retrieved and republished.)
  • Audience targeting
  • RSS feeds RSS tab for discovering content from the web to publish/schedule
  • Custom video thumbnail
  • Schedule retweets
  • Canva integration
  • UTM parameters
  • Instagram first comments
  • Instagram carousel post
  • Instagram stories
  • Instagram reels
  • Popular posts
  • Post insights
  • Export postsChoose to export individual posts as a PDF or PNG. You can also apply filters and export posts in bulk as a CSV.
  • Discuss posts
  • Media library Allows you to attach images and gifs from Pixabay, Pexels, and Giphy
  • Social library Inbuilt media storage for image/video posts you want to schedule/publish
  • Cloudpicker Attach media to publishing window from Zoho WorkDrive, Zoho Notebook, Google Drive, Box, OneDrive, Dropbox, and Evernote
  • Tag profiles on Instagram
  • Youtube shorts
  • Hashtag groups
  • Connections
  • List of most engaged
  • List of recently engaged
  • Twitter following/followers
  • Connections dashboard Lists your brand's followers/followed and engagers across Twitter and Facebook
  • URL shortener
  • Zurl link shortener Free link shortener within the Zoho Social publishing window
  • Bitly shortener
  • Lead Ads
  • Facebook lead ads
  • LinkedIn lead ads
  • Team collaboration
  • Collaborate dashboard Internal discussion & work space for your team (and clients in Agency plans).
  • Workflow & approvals Content approval system for publishing social media posts
  • Tagging discussions
  • Audio/video call team member
  • Team member chat
  • Messages
  • Twitter Messages
  • Facebook Messages
  • Instagram Messages
  • Monitoring
  • 15 Monitoring Dashboard Columns
  • Facebook Page
  • Facebook Reviews
  • Facebook Page @mentions
  • Facebook Visitor Posts
  • Twitter Timeline
  • Twitter Likes
  • Twitter @mentions
  • Twitter Keyword Search
  • Twitter User Search
  • Twitter Lists
  • Instagram Hashtag Search
  • Google My Business Questions
  • Google My Business Reviews
  • Lead/Contact Interactions Monitoring
  • LinkedIn @mentions
  • YouTube Likes
  • YouTube Dislikes
  • YouTube Playlists
  • YouTube Moderate Comments
  • Profile Information
  • CRM Leads
  • CRM Contacts
  • Mute/Block Accounts
  • Connection Interactions
  • Reports
  • Advanced report dashboard with data from last year
  • Published Post Stats
  • Custom Reports
  • Schedule Reports
  • Export Reports
  • Discuss Reports
  • Zoho CRM Integration
  • Add Leads to Zoho CRM
  • Chat with CRM Owner
  • CRM Reports
  • View CRM Connections
  • View CRM Status & Information
  • Monitor Leads & Contacts
  • Rule-based Lead Generation
  • Zoho Desk Integrations
  • Create Tickets from Social Updates
  • Chat with Desk Owner
  • Desk Reports
  • Desk Info for Connections
  • Rule-based Ticket Generation
  • View Ticket IDs
  • Agencies
  • Portal Customization
  • Personalized Client Invites
  • Agency Branded Reports
  • Scheduling/Emailing Reports to Clients
  • Custom View for Clients
  • Free Login for Clients

Survey

  • Enterprise features
  • Department creation
  • Basics
  • Unlimited surveys
  • Unlimited number of questions
  • Responses
    • Up to 3 users (monthly plan): 7,000/month
    • From 4th user (monthly plan): 1,000/user license/month
    • Yearly plan: Unlimited
    • Trial: 100/survey
  • 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 83 languages
  • Translate reports
  • 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
  • Response collection
  • Embed survey in website
  • Purchase responses
  • Pop-up surveys
  • Disqualify respondents
  • Anonymous responses
  • Remove IP address
  • Email distribution - 100,000/ month
  • HTTPS encryption
  • Share on social
  • QR code for surveys
  • Collect responses offline
  • Kiosk+auto upload mode in offline surveys
  • 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
  • Sentiment analysis
  • Word cloud analysis
  • Print reports
  • Export in XLS and CSV
  • Export in SPSS
  • Download chart
  • View repondent's IP
  • Download report as PDF
  • Integrations
  • Zoho integrations
    • Analytics
    • Campaigns
    • CRM
    • Desk
    • Flow
    • Recruit
    • SalesIQ
    • Sheet
  • Other integrations
    • MailChimp
    • Google Sheets
    • URL callback notifications (webhook)
    • Tableau
    • Slack
    • Shopify
    • 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
  • Card forms
  • Unlimited reports
  • Default themes
  • Custom themes
  • Multilevel form approval
  • Mobile responsive forms
  • Tech support
  • Privacy features
  • Field encryption
  • SSL encryption
  • Personal field marking
  • HIPAA compliance
  • Form settings
  • Custom domain in permalink URL
  • CAPTCHA
  • Google reCAPTCHA v2
  • Splash message
  • Thank you page
  • Redirect to website
  • Email notifications
  • SMS 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 editor
  • Document merge (Zoho Writer, WebMerge)
  • General/Error messages customization
  • Field alias
  • Task management
  • Manage form attachment
  • OTP verification (SMS, Email, WhatsApp)
  • WhatsApp notifications
  • Simple mail transfer protocol (SMTP)
  • DomainKeys identified mail (DKIM)
  • Form sharing
  • Public link
  • Shorten URL
  • Private sharing
  • Facebook
  • Twitter
  • LinkedIn
  • Form HTML download
  • iFrame source code
  • QR code
  • Lightbox pop-up
  • Email campaigns
  • Zoho Campaigns
  • MailChimp
  • Integrations
  • Zoho integrations
    • CRM
    • SalesIQ
    • Desk
    • Campaigns
    • Docs
    • Sign
    • Sheet
    • Projects
    • Recruit
    • Bigin by Zoho CRM
    • PageSense
    • ServiceDesk Plus Cloud
    • Flow
    • Marketing Automation
    • Cliq
  • Other integrations
    • G Suite
    • Webhooks
    • Salesforce
    • Zapier
    • WebMerge
    • Microsoft Teams
    • Google Calendar
    • Outlook Calendar
    • Workload
  • Managing entries
  • Trash records
  • Printable entries list
  • Printable entries summary
  • CSV export
  • PDF export
  • Password-protected file export
  • Task assignment
  • Record Audit
  • Report scheduler
  • Export form audit data
  • Export record audit data
  • 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
  • CSV export
  • PDF export
  • Form management
  • Field duplication
  • Form duplication
  • Form analytics
  • Form audit
  • Form ownership management
  • Form disable
  • Form data export (75 per org/month)
  • Audit- organization level
  • Export file storage info
  • Payment integrations
  • Stripe
  • Stripe checkout
  • PayTM
  • Instamojo
  • PayPal
  • 2Checkout
  • Razorpay
  • PayPal checkout
  • Authorize.Net
  • Form fields
  • Basic fields (name, address, email, phone number, etc.)
  • Date/Time
  • Dropdown
  • 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
  • Description
  • Signature
  • Formula
  • 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

  • Web analytics
  • Goals
  • Funnel analysis
  • Heatmaps
  • Scrollmaps
  • Attention maps
  • Form analytics
  • Session recording
  • A/B testing
  • Split URL testing
  • Personalization
  • Polls
  • Push notification
  • Pop-ups
  • 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

  • Portal
  • 1 portal
  • 1 portal admin
  • Unlimited number of events (In-person/Virtual/Hybrid)
  • 1 event/dayFor more info
  • 3 sessions/event
  • Duration- Upto 45 mins/session
  • 2 organizers/event
  • 100 attendees/event
  • 3 speakers/ event
  • Portal Settings
  • Data Privacy
  • Attendee profile management
  • Activity log
  • Portal-level content library
  • Team management
  • Agenda Builder
  • Agenda builder
  • 1 track
  • 3 sessions and 45 mins each
  • Host controls
  • Bookmarking sessions
  • Agenda export and import
  • Event visibility settings
  • Mobile app
  • Attendee mobile app — Android and iOS
  • Organizer mobile app — Android and iOS
  • Event Ticketing
  • 1 ticket class
  • Registrations import and export
  • Badge designer
  • Event Website
  • Website builder
  • Website themes/templates
  • 1 website language
  • Cookie management
  • Event Marketing
  • Automated emails
  • Event Networking and Management
  • 1 lounge/event
  • Live polling
  • Live Q&A
  • Event Analytics
  • Event dashboard
  • Attendee analytics
  • Session analytics
  • Webcasting Services
  • Backstage OnAir
  • Third-party webcast services

All Zoho One users get the Free plan's features along with one Premium event add-on. To host more events, you can buy them as add-ons(Essentials, Premium & Ultimate). These add-ons can be purchased either as one-time add-ons whenever you require advanced features for an event or you can purchase them as recurring add-ons which may be charged monthly or yearly.

Some of the Premium event add-on features you get are - Unlimited sessions, 5 portal admins, 15 event organizers, 1000 attendees, 100 speakers, 50 sponsors, 0% commission ticketing, and more.

Marketing Automation

  • 5000 leads/employee license
  • Bulk emails
    • Trial - 15,000 emails
    • Paid (Up to 100,000 contacts) - unlimited
    • Paid (Over 100,000 contacts) - 10 x number of contacts
  • 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

Commerce New

Less than 5 employee licenses
  • Website Features
  • Website Builder
  • Responsive website
  • SSL certificate
  • Free hosting
  • Blog
  • Unmetered bandwidth
  • 200 additional campaign pages Landing pages apart from product pages
  • Unmetered file storage
  • E-commerce Features
  • Sales reports
  • Customer reports
  • Smart recommendationsProduct recommendations powered by Zoho's AI - Zia
  • Advanced coupons
  • 10,000 products Number of products you can host
  • Unmetered customer portalMaximum number of customer accounts
  • Social loginCustomers can login to your website with their Facebook or Google accounts to manage orders and addresses.
  • Custom fieldsAdd custom fields to products
  • 1 pickup location
  • Marketing Features
  • Facebook pixel
  • Google shopping
  • Abandoned cart emails
  • Social featuresSocial auto-publish, scheduled blogs
  • Product reviews & ratings
  • Fraud analytics
  • Traffic analytics
5 employee licenses and above
  • Website Features
  • Website Builder
  • Responsive website
  • SSL certificate
  • Free hosting
  • Blog
  • Unmetered bandwidth
  • 500 additional campaign pages Landing pages apart from product pages
  • Unmetered file storage
  • E-commerce Features
  • Sales reports
  • Customer reports
  • Smart recommendationsProduct recommendations powered by Zoho's AI - Zia
  • Advanced coupons
  • 50,000 products Number of products you can host
  • Unmetered customer portalMaximum number of customer accounts
  • Social loginCustomers can login to your website with their Facebook or Google accounts to manage orders and addresses.
  • Custom fieldsAdd custom fields to products
  • 50 pickup location
  • Mega menu
  • Filters
  • Marketing Features
  • Facebook pixel
  • Google shopping
  • Abandoned cart emails
  • Social featuresSocial auto-publish, scheduled blogs
  • Product reviews & ratings
  • Fraud analytics
  • Traffic analytics
  • B2B Features
  • Price listSeparate prices for different customers
  • Serial batch tracking
  • Composite items

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
  • Real time collaboration
  • Real Time Updates in Ticket List & Detail View
  • Real Time Ticket Count in Starred Views
  • Team Feeds
  • Agent Collision Detection
  • Agent Collision Chat
  • Agent Collision Reply Avoidance
  • 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
  • Email channels - 100 support emails
  • Help center
  • Advanced web forms
  • Twitter
  • Facebook
  • Community forums
  • Telephony
  • Live chat
  • Help desk automation
  • Notification rules
  • 30 macros/department
  • Supervise - time-based 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 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
  • 230 custom fields/module
  • 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
  • Custom fields for products
  • Analytics
  • Standard reports
  • Pre-populated reports
  • Custom reports
  • Knowledge base dashboard
  • 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
  • Integrations
  • Zoho integrations
    • CRM
    • Analytics
    • Assist
    • BugTracker
    • Cliq
    • SalesIQ
    • Books/Invoice
    • PageSense
    • Zoho PhoneBridge for call centers
  • 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 simultaneous sessions per technician
  • Unattended access
  • Number of computers - 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
    • Raspberry Pi
  • Mobile apps
    • iOS
    • Android
* Integrations available only for accounts present in the US and EU DCs.

Lens New

  • Organization
  • Departments
  • Organization roles
  • Rebranding
  • Custom email templates
  • Email configuration
  • Advanced analytics
  • File manager
  • Import CRM/Google contacts
  • Security and Compliance
  • TLS 1.2 transport security with AES-256-bit encryption
  • Idle-session time out
  • Action log viewer
  • Session confirmation
  • Data anonymization
  • Integrations
  • Zoho integrations
    • Zoho Desk
    • Zoho Calendar
  • APIs
    • Mobile Software Development Kit
  • Remote Assistance
  • AR annotation
  • Freeze camera stream
  • VoIP
  • Multi-participant session
  • Zoom in/out
  • Session notes
  • SMS invitation
  • Live snapshots
  • Smartglass support
  • Session recording
  • 4 simultaneous sessions/employee license

Mail

  • 50GB storage/employee license
  • Huge attachments - up to 1GB
  • 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
  • Email backup and restoration
  • White labeling
  • S-MIME
  • Calendar
  • Shared calendars
  • Group calendars
  • Appointment scheduling
  • Calendar sync
  • Calendar on mobile
  • Resource booking

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
  • 5,000 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
  • 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
  • 20 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

Sprints

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

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
  • Guest Users
  • 5 guest users/license​
  • 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

Learn New

  • Unlimited spaces
  • Unlimited manuals
  • Unlimited courses
  • 5 GB/employee storage
  • Rich knowledge manuals
  • External sharing of manuals with password protection
  • Save articles as draft before publishing
  • Export articles to PDF
  • Article templates
  • Version history
  • Course authoring with text, video, document lessons, and quizzes
  • Custom domain
  • Course navigation setting
  • Assignments and descriptive quizzes
  • Quiz timer and course expiry
  • Passing scores and attempts for quizzes
  • Add instructors, set drip lessons, and enable lesson discussions
  • Clone courses
  • Detailed course reporting
  • Activity timeline
  • Universal search
  • Encryption at rest

TeamInbox New

  • Collaboration
  • Internal discussions via comments
  • Share email draft
  • Email Management
  • Assign thread owners
  • Follow threads
  • Snooze threads
  • Archive threads
  • Teams
  • 5 Shared inbox
  • Team signatures
  • Team tags
  • Response templates
  • Rules
  • User roles and permissions
  • 25 Shared sender addresses
  • Contacts
  • Contacts grouped under teams
  • Personal
  • 1 Personal inbox per user
  • Personal sender address
  • Personal tags
  • Personal rules
  • Personal response templates
  • Personal signatures
  • Admin tools
  • Activity log
  • Deliverability setup
  • Analytics
  • Thread Views
  • Assigned to me
  • Assigned to others
  • Followed by me
  • Sent
  • Trash
  • Snoozed
  • Shared with me
  • Drafts
  • Spam

WorkDrive

  • 250GB 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 FoldersA secure hub for your team to store, share and work together on files.
  • Granular access controls
  • Sub-folder level sharing
  • Preview 200+ file formats
  • Universal content search
  • File locking
  • Commenting on files
  • Unlimited file versioningAccess and revert to any previous version of your files. You can even compare changes between different versions.
  • Unread and global notificationsUnread Notifications keep you informed of any changes made in a Team Folder you’re part of. Global Notifications let you know every time a file/folder is shared with you, when you’re @mentioned or invited to a Team Folder, and about public Team Folders that are relevant to you.
  • Follow updatesFollow important files and folders to stay up to date on all changes made by collaborators. You can choose a preferred notification setting to receive bell notifications, email notifications, or both.
  • Groups
  • External collaboration
  • External file sharingCreate multiple file links to share files with people outside your team, then label them for easy reference. Set different access permissions for each file link and track them all separately.
  • Client usersAdd external users to your WorkDrive Team with limited roles and permissions. Separate client user add-on purchase is required.
  • Password-protected links with expiry
  • External file access controlRetain control over files shared externally. Decide who gets to view or download them.
  • Custom download links
  • Create embed codes
  • Productivity
  • Collect FilesEasily request internal and external users to upload files via collection links to a particular folder. View user submissions and manage their files effortlessly.
  • WorkDrive SnapWorkDrive Snap is a video-based, asynchronous communication solution that combines the power of video calls with the flexibility of a chat.New
  • Add-ons and Apps
  • Mobile appsThe Zoho WorkDrive app, for Android and iOS, lets you contribute to your team while on the go.
  • Microsoft add-onCreate and edit files with Microsoft Office Suite and store them on WorkDrive.
  • Gmail add-onSave important email attachments to WorkDrive and attach files from WorkDrive-all without ever leaving Gmail.
  • Desktop Apps
  • WorkDrive GenieThe WorkDrive Genie app lets you quickly open and edit your WorkDrive files on the web with your default desktop applications.
  • WorkDrive SyncSync to the cloud from your Windows, Mac, or Ubuntu Linux desktop and vice versa. Maximize your local storage space by choosing which files to sync and de-sync.
  • WorkDrive TrueSyncGive your desktop the power of the cloud. Explore all your WorkDrive files and folders directly from your desktop, without using up space in your hard drive, with TrueSync.
  • Data organization
  • LabelsLabels help you to easily identify and access files and folders across different locations in WorkDrive.
  • Data TemplatesCreate data templates to classify files and folders and organize them by adding custom information or properties as metadata.
  • Templates
  • Data administration and security
  • Admin controls
  • Custom domainCreate a custom domain to access your WorkDrive account. This will help you promote your brand when you share files with your team members and external users.
  • Control external sharing
  • Transfer file ownership
  • Full content visibility and managementFind and manage any file ever created by anyone in your team.
  • File recoveryRestore files deleted from the trash for a period of 90 days after deletion.
  • Device managementView connected devices, manage app permissions, and disconnect or wipe and disconnect devices remotely.
  • 256-bit AES encryption at rest
  • TLS, SSL, and PFS encryption during transit
  • Advanced analytics and reporting
  • File access statsA list of all the users who have accessed a file and when they accessed it.
  • File activity timelineA timeline of all activities performed by users on a particular file.
  • Admin dashboard
  • Generate and export customized activity reportsFilter out all team activities you want to monitor and then generate activity reports about them.
  • Team Folder activity timeline
  • Integrations
  • Zoho integrations
    • Bigin by Zoho CRMCreate File Cabinets for each customer, so you can share files, and manage all their documents in a single place.New
    • Zoho CliqBring together content and communication, and boost team productivity. Share WorkDrive files with users and channels, and set access permissions, from right within Cliq.New
    • Zoho FlowUse Zoho Flow to integrate Zoho WorkDrive with 650+ apps without writing code. Automate any tasks that keep you away from what you do best.
    • Zoho ProjectsZoho WorkDrive now integrates with Zoho Projects to help your team manage their work and documents from a single place.
    • Zoho Connect
  • Other integrations
    • Zapier

Sign

  • Signer authentication code
    • Email
    • SMS
    • Custom offline
  • Unlimited documents Excludes documents sent using bulk send, SignForms, API, high volume automations, custom functions, and advanced integrations across both Zoho and 3rd-party apps.
  • Signing workflows
  • Approver action
  • Signer attachments
  • Reminders and Notifications
  • Advanced features
  • Automation credits - 10/user/month, with a maximum limit of 500/organization/month
  • Bulk send* Each document will consume an automation credit.
  • SignForms* Each response will consume an automation credit.
  • Templates
  • In-person signing
  • Rebranding
  • Legal
  • Print, sign, and upload for physical signing
  • Signing with USB token for DSC Presently available only through the Zoho Sign USB Signer app for Microsoft Windows.New
  • Qualified Electronic Signatures (QES) - Uanataca New
  • Signing via 3rd-party DSC providers - eMudhraNew
  • Trusted document time stamping New
  • Blockchain timestamping Presently in BETA and available at no additional cost. May be subject to additional pricing upon full release.
  • Audit trail and certificate of completion
  • Reports
  • Accessibility
  • Multi-language supportPresently supports 12 languages - Chinese (Simplified), Dutch, English, French, German, Italian, Japanese, Polish, Portuguese, Russian, Spanish, and Swedish.
  • Organization email alias configuration
  • Recipient redirection
  • Document and folder management
  • Template and document sharingNew
  • Automatic cloud backup
  • Priority technical support
    • Web
    • Phone
    • Email
  • Mobile apps
    • iOS
    • iPad OS
    • Android
  • Desktop apps
    • macOS
    • Windows
  • Integrations
  • Import & export documents
    • Google Drive
    • Dropbox
    • OneDrive
    • Box
    • Zoho Docs
    • Zoho Workdrive
  • Zoho integrations (Each document signature request raised via automation will consume an automation credit)
    • CRM
    • Desk
    • Workerly
    • Books
    • Invoice
    • Inventory
    • Mail
    • Qntrl
    • Creator
    • Recruit
    • People
    • Forms
    • Writer
    • Flow
    • Deluge
  • Other integrations
    • G Suite
    • Gmail
    • Office 365
    • Integromat
    • Zapier
    • Formstack Documents (formerly WebMerge)
    • Microsoft Teams
    • Outlook
  • Webhooks
  • API
  • SDKs New
    • iOS
    • Android
    • PHP

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 meeting participants/host
  • Storage - 25 recordings/host
  • 100 webinar attendees
  • Collaboration features
  • Screen/Application sharing
  • Request remote control
  • 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
  • Broadcast message
  • Allow attendee to talk
  • Make presenter
  • Post webinar analytics
  • In-depth analytics
  • Export reports
  • Moderator controls
  • Mute/unmute meeting participants
  • Remove meeting participants
  • Lock meeting
  • 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 - 25,000 per year
  • 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
  • Automatic data entry from bills
  • Taxes:
  • Manage Tax Rates
  • Manage Tax Groups
  • Tax Summary Report
  • Tax Rules
  • GST:
  • Track GST
  • GST Returns
  • GST Filing
  • GST Payments
  • Taxes:
  • Track Sales Tax
  • Taxes:
  • VAT Tracking
  • VAT Returns
  • MTD VAT Filing
  • CIS
  • EC Sales List
  • Taxes:
  • GST/HST Return Details
  • GST/HST Returns List
  • QST returns
  • BC PST returns
  • Taxes:
  • Track GST
  • Generate BAS
  • Taxes:
  • Manage Tax Rates
  • Manage Tax Groups
  • Tax Summary Report
  • Taxes:
  • Taxable/Non-taxable Items/Services
  • Tax treatment for contacts
  • VAT tracking
  • VAT Audit
  • VAT Returns
  • Taxes:
  • Taxable/Non-taxable Items/Services
  • Tax treatment for contacts
  • VAT tracking
  • VAT Audit
  • VAT 3 Returns
  • Integrations
  • Zoho integrations
    • CRM
    • Inventory
    • Expense
    • Billing
    • 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

Billing

  • 1000 customers
  • 10 workflows/module
  • Core features
  • One-time invoicing
  • Recurring billing
  • Subscription management
  • Subscription automation
  • Metrics tracking
  • Multi-currency support
  • Subscription metrics
  • Multi-lingual
  • Customer portal
  • Customer portal single sign-on
  • Domain branding
  • Custom buttons
  • Web tabs
  • Custom schedulers
  • Rest API & webhooks
  • 50+ Advanced reports
  • Projects & Time tracking
  • Project budgeting
  • Project profitability
  • User and customer approvals
  • Transaction approvals
  • Payments
  • Hosted payment pages
  • Dunning for automatic payments
  • Multiple payment gateways
  • Offline payments
  • Payment reminders
  • Payment links
  • Abandoned cart tracking
  • Customizations
  • Templates
  • Email notifications
  • Users and roles
  • Reminders
  • Audit
  • Data backup
  • Security
  • PCI Compliance
  • Payment gateways
  • Stripe
  • RazorPay
  • PayTabs
  • Wepay
  • Forte
  • Authorize.net
  • 2Checkout
  • Paypal
  • PayTM
  • Gocardless
  • ICICI Bank(Eazypay)
  • Mercado Pago
  • Braintree
  • Integrations
  • Zoho integrations
    • Zoho CRM
    • Zoho Books
    • Zoho Inventory
    • Zoho Mail
    • Zoho Cliq
    • Zoho Analytics
    • Zoho Flow
    • Zoho Creator
    • Zoho Desk
    • Zoho Workdrive
  • Other integrations
    • Slack
    • Zendesk
    • GSuite
    • Office 365
    • WordPress
    • Zapier
    • Avalara
    • Evernote
    • Google Drive
    • Dropbox
    • Box
    • OneDrive
  • Mobile apps
  • iOS
  • Android

Expense

  • Receipt and Expenses
  • Unlimited receipt storage limit
  • Receipt forwarding email address
  • Bulk upload receipts
  • Offline upload (mobile apps)
  • Multicurrency expenses
  • Automatic exchange rate conversion
  • Mileage expenses
  • Mileage tracking via GPS
  • Per diem automation
  • Billable expenses
  • Automated expense reminders
  • Expense delegation
  • Customer/Project tracking
  • Tax tracking
  • Trips Beta
  • Travel requests
  • Pre-travel approval
  • Itinerary management
  • Mark Itinerary as personal
  • Travel policy
  • Travel allowance/advance automation
  • Traveler profile management
  • Travel document management
  • Corporate travel desk management
  • Travel agent allocation
  • Share offline ticket options
  • Ticket Cost approval
  • Travel manager
  • GDS PNR parsing
  • Attendance marking on HRMS
  • Automation
  • Advanced approvals
  • Unlimited workflow rules
    • Alerts (email/in-app notification)
    • Webhooks
    • Field updates
    • 100 Custom functions
  • Expense report automation
  • SMS notification (India)
  • Budgets
  • Budget Management
    • Monthly
    • Quaterly
    • Half-yearly
    • Yearly
  • Budget vs Actual report
  • Customization
  • Basic form customization
  • Additional fields
    • Expenses
    • Reports
    • Advanced payments
    • Users
    • Trips
  • Lookup fieldsBeta
  • Additional field access permissions
  • Customer user roles
  • Custom views
  • Page layouts
    • Expenses
    • Trips
  • Custom buttonsbeta
  • Custom linksbeta
  • Related listsbeta
  • 25 Custom Modulesbeta
  • 100 Custom schedulersbeta
  • Web tabs
  • Cards
  • Commercial card feeds (Amex, MasterCard and Visa)
  • Connect personal cards
  • Card statement upload
  • Corporate Card Management
  • Auto-matching
  • Flag personal expense on corporate cards
  • Card spend dashboard for Admins
  • Corporate card reconciliation dashboard
  • Automated reminders
  • Expense reports
  • Unlimited expense reports
  • Cash advances
  • Trip allocation beta
  • Cost allocation
  • Report typesbeta
  • Expense report automation
  • Report submission reminders
  • Auto-submission of expense reports
  • Expense report PDF
  • Excel/CSV download
  • Audit and Compliance
  • Data and receipt backup
  • Scheduled backup
  • Basic audit trail report
  • Advanced audit trail report
  • Manage PII data
  • Tax compliance
  • Custom Exchange Rates
  • Sunshine Act (US only)
  • Mileage rates
  • Per diem rates
  • GDPR
  • SOC 2 Type 2
  • ISO 27001
  • ISO 9001
  • Data Administration
  • Data and receipt backup
  • Scheduled backup
  • Custom report export
  • Bank file export
  • Default user roles
    • Submitter
    • Approver
    • Admin
  • Custom user roles
  • Collaboration
  • Comments
  • In-app notifications
  • Allocations
  • Customer
  • Project
  • Accounting codes
  • Tags
  • Attendees
  • Cost centers
  • Locations
  • Custom codes
  • Control
  • Unlimited policies
  • Custom expense rules
  • Unlimited custom rules
  • Blocking rules
  • Duplicate detection
  • Fraud detectionbeta
  • Hard copy receipt collection
  • Payment/Settlement
  • Direct deposits (US, Canada and India)
  • Bank file export
  • Syncing settlement file to any ERP/payroll software
  • Automated settlement notifications
  • Manual reimbursement
  • Business/Finance Operation
  • Custom report export
  • Multi-location management
  • Multiple Base currency
  • Custom configurations
  • Integrations
  • Zoho Integrations
    • CRM
    • Invoice
    • People
    • Cliq
    • Projects
    • Analyticsbeta
  • Accounting and ERP
    • Zoho Books
    • QuickBooks Online
    • QuickBooks Desktop (US and Canada only)
    • Xero
    • Sage One (Coming soon)
    • Oracle
    • SAP
    • Netsuite
    • Microsoft Dynamics
  • Online reimbursement
    • Forte (US and Canada)
    • ICICI Bank (India)
  • Travel
    • Sabre GetTherebeta
  • Ride hailing apps
    • Uber
    • Lyft
    • OLA
  • Other integrations
    • G Suite
    • Office 365
    • Slack
    • Amazon business
  • Direct feeds
    • Visa
    • Amex
    • MasterCard
  • Cloud storage
    • Zoho Docs
    • Google Drive
    • Dropbox
    • Box
    • OneDrive
    • Evernote
  • Security
  • SSL encryption
  • Role-based access permission
  • Approvals
  • Simple approval
  • Hierarchical approval
  • Grade based approval
  • Designation based approval
  • Project-based approval
  • Exceptional approvals
  • Adhoc approvers
  • Custom approval workflows
  • Approval delegation
  • Automatic approvals/rejection
  • Overdue reminders
  • Approval hierarchy sync from HRMS

Inventory

  • Core features
  • 30,000 offline orders
  • 30,000 online orders
  • 60,000 invoicing
  • 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

Payroll

Only the Indian Edition of Payroll is included in Zoho One.

  • Core features
  • Automatic payroll and tax calculation
  • Custom statutory components (PF, PT, LWF, ESI)
  • Salary template
  • Custom earnings and deduction components
  • Variable pay
  • Previous employment data handling
  • Full and Final settlement
  • Perks and Benefits
  • Online payslips, tax-worksheets
  • Direct-deposit of salaries through ICICI Bank
  • Digitally signed Form-16
  • Pre-formatted tax reports
  • Exhaustive payroll reports
  • Employee self-service portal
  • Employee loans
  • Mobile apps for employees
  • Android
  • iOS
  • Administrative features
  • Online IT declaration
  • Online proof collection
  • Online reimbursement claim submission
  • Pre-defined workflows
    • Salary revision approvals
    • Proof of Investment validation
    • Reimbursements verification
  • Module-based user roles and permissions
  • Personalized alerts and reminders
  • Custom data through custom fields
  • Integrations
  • Zoho integrations
    • Zoho Books
    • Zoho People
  • Other integrations
    • ICICI Bank

People

  • Unlimited administrators
  • Employee database
  • Employee database
  • Multi-entity management
  • Document management
  • Onboarding
  • Candidate onboarding
  • Offerletter management
  • Employee onboarding
  • Time off management
  • Time off policy customization
  • Time off tracking
  • Compensatory off management
  • Holiday tracking
  • Attendance
  • Attendance tracking
  • Biometric integrations
  • Geo & IP tracking
  • Attendance regularization
  • Overtime tracking
  • Shift scheduling
  • Timesheet
  • Projects, jobs, and clients mapping
  • Job scheduling
  • Time tracking
  • Timesheet management
  • Timesheet scheduler
  • Billing and invoicing integration
  • Reports
  • Reports (module based)
  • Zoho Analytics integration - 100 reports
  • Storage
  • 10GB
  • Performance management
  • KRA
  • Goals
  • 360-degree feedback
  • Competencies
  • Skill sets
  • Performance appraisals
  • Self-appraisals
  • Multi-rater review
  • Learning management system
  • Learner dashboard
  • Self learning
  • Blended learning
  • Targeted course creation
  • Video conferencing
  • Course management
  • Course feedback
  • Discussion forums
  • Case management
  • Case categories
  • Case agents
  • SLA tracking
  • Customization
  • 100 forms
  • Custom services and forms
  • Custom domain URL
  • Automation
  • Multi-level approvals
  • Workflow checklists & tasks
  • Workflow mail alerts
  • Webhooks
  • Template configuration
  • Custom functions
  • Blueprint

Recruit

  • Features
  • Candidate management
  • Resume management
  • Advanced report analytics
  • Assessments
  • Portal management
  • Interview scheduling
  • Recruitment automation
  • 750 active jobs
  • Job requisition management
  • Career site
  • Free job boards
  • Paid job boards
  • Social posting
  • Source boosters
  • Jobs on Google search
  • Candidate management
  • Unlimited parse resumes
  • 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 site 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
  • Social
  • Apply with LinkedIn
  • Twitter job postings
  • Facebook job postings
  • Integrations
  • Zoho integrations
    • Marketplace
    • Mail
    • CRM
    • Docs
    • Campaigns
    • Forms
    • Workerly
    • Analytics
    • PhoneBridge
    • People
  • Other integrations
    • SMS gateway
    • Plug-in for Microsoft
    • Zapier
    • Slack
    • Mail chimp
    • Checkr
  • Utilities
  • Calendar
  • Google calendar sync
  • Event scheduling
  • Macros
  • Notes
  • Tasks, events, call log
  • 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
  • 200 Custom function calls per recruiter

* Recruit Staffing Agency edition is available as an add-on. Know more

Contracts

  • Creation and Document Authoring
  • Inbuilt Document Editor
  • Document Assembly
  • Fillable Fields
  • Import Contract
  • No. of Contracts - Unlimited
  • Sharing and Collaboration
  • Contract Sharing
  • Collaborative Editing
  • Contextual Comments
  • Track Changes
  • Contract Approvals
  • Parallel Approval
  • Sequential Approval
  • Contextual Comments
  • Approval Delegation
  • No. of Approval Workflows - Unlimited
  • Negotiation and Counterparty Review
  • Online Negotiation
  • Collaborative Editing between Counterparties
  • Contextual Comments
  • Track Changes
  • Compare Changes with Previous Cycles Version
  • Negotiation History Details
  • Execution
  • eSignature
  • Signing Workflow
  • Reminders and Notifications
  • Renewals and Extensions
  • Contract Renewal
  • Contract Extension
  • Renewal & Extension Letter Generation
  • Renewal & Extension Letter Template Customization
  • Renewal Alerts
  • Integration
  • Zoho CRM Integration
  • Obligations Management
  • Contract Obligations Tracking
  • Obligation Reminders
  • Recurring Obligations
  • Amendments
  • Contract Amendment
  • Amendment Letter Generation
  • Amendment Letter Template Customization
  • Termination
  • Contract Termination
  • Gain/Loss Calculation
  • Temination Letter Template Customization
  • Versioning & Activity History
  • Document Revisions
  • Contract Activity Feed
  • Counterparties
  • Add/Manage Counterparty Details
  • No. of Counterparties - Unlimited
  • Configuration & Customization
  • Clause Library
  • 14 Predefined Contract Type Templates
  • Contract Type Configuration & Template Builder
  • Choice List Customization
  • Email Notification Preferences
  • Reports & Analytics
  • Standard Reports
  • Analytics Dashboard
  • Calendar & Contract Schedules/Reminders View
  • Security & Data Privacy
  • Admin Audit Logs
  • User Access Logs
  • Download Logs
  • User Activity Feed
  • Counterparty Data Protection
To know your current version, go to one.zoho.com > Directory > Applications > Click 'Creator' > Version labelNote: New users who signed up after March 15th, 2023 belong to version 8 by default.

Creator V8 FeaturesV6 FeaturesV5 Features

  • 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
    • Custom AI Models - 100
    • Ready ToUse AI Models - 250
    • AI Calls - 1000
  • File storage - 5GB/employee
  • Records - 250,000/employee
  • Schema builder
  • Record comments
  • Offline access on mobile app
  • Widgets
  • 30 Datasources
  • Notification and schedules
  • Email notifications - 500/employee/day
  • Schedules - 600/employee/month
  • SMS
  • Push notification
  • Workflow builder
  • Workflow rules and actions
  • In-built approval
  • Deluge scripting - 50,000 statements
  • Cloud functions - 200 calls/employee/day (Maximum 20,000 calls/day)
  • Organization-level features
  • Multi-language support
  • Manual backup
  • Audit trail
  • 250 Permission sets/app
  • Roles - 1000/app
  • Developer sandbox
  • Scheduled backup
  • Domain restriction
  • 100 Sender emails
  • 5 Domain authentication
  • Customization for iOS/Android devices
  • App themes
  • Custom navigation
  • Custom layouts
  • Custom touch controlled gestures and actions
  • Native feature support
  • Customer-level features
  • Customer portal
  • 3 portal users
  • 50 Website embed/permalink
  • Payment gateway
  • 250 Portal permission Sets
  • SAML authentication for portal logins
  • Custom domain for portal
  • Download and publish rebranded mobile apps*
  • Private app Store (Zoho MDM)
  • Custom integrations
  • External calls (includes webhooks and integration tasks)- 500 /employee/day
  • Developer API - 1,000 /employee/day
  • 20 Custom connectors
  • 100 Connections
  • In-built integrations
  • Zoho integrations
    • Docs
    • Books
    • Chat
    • Connect
    • CRM
    • Desk
    • Invoice
    • Recruit
    • Reports
    • Billing
  • Other integrations
    • PayPal
    • Box
    • Dropbox
    • Google Drive
    • OneDrive
    • Wordpress
    • iCal Feed
    • Intuit Quickbooks
    • Salesforce
    • Google Calendar
* Allow users to download the creator application as a separate mobile app for iOS and Android devices. Help link

Creator V8 FeaturesV6 Features

  • 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
    • For less than 10 employee licenses- 30 prediction fields
    • For 10 or more than 10 employee licenses- 100 prediction fields
    • Unlimited other AI fields
  • File storage
    • For less than 10 employee licenses- 5 GB/employee license
    • For 10 or more than 10 employee licenses- 25 GB/employee license
  • Records
    • For less than 10 employee licenses- 50,000 records/employee license
    • For 10 or more than 10 employee licenses- 250,000 records/employee license
  • Schema builder
  • Record comments
  • Offline access on mobile app
  • Widgets
  • Notification and schedules
  • Email notifications
    • For less than 10 employee licenses- 500/employee license/day
    • For 10 or more than 10 employee licenses- 2,500/employee license/day
  • Schedules
    • For less than 10 employee licenses- 600/employee license/month
    • For 10 or more than 10 employee licenses- 3,000/employee license/month
  • SMS
  • Push notification
  • Workflow builder
  • Workflow rules and actions
  • In-built approval
  • Deluge scripting
    • For less than 10 employee licenses- 10,000 statements
    • For 10 or more than 10 employee licenses- 50,000 statements
  • Cloud functions
    • For less than 10 employee licenses- 200 calls/employee license/day(Maximum of 20,000 calls/day)
    • For 10 or more than 10 employee licenses- 500 calls/employee license/day (Maximum of 50,000 calls/day)
  • Organization-level features
  • Multi-language support
  • Manual backup
  • Audit trail
  • Permission Sets
    • For less than 10 employee licenses-50 permission sets/app
    • For 10 or more than 10 employee licenses- 250 permission sets/app
  • Roles
    • For less than 10 employee licenses- 200 roles/app
    • For 10 or more than 10 employee licenses- 1,000 roles/app
  • Developer sandbox
  • Scheduled backup
  • Domain restriction
  • Sender emails
    • For less than 10 employee licenses- 100 sender emails
    • For 10 or more than 10 employee licenses- 500 sender emails
  • Domain authentication
    • For less than 10 employee licenses- 5 domains
    • For 10 or more than 10 employee licenses- 25 domains
  • Customization for iOS/Android devices
  • App themes
  • Custom navigation
  • Custom layouts
  • Custom touch controlled gestures and actions
  • Native feature support
  • Customer-level features
  • Customer portal
  • 3 portal users
  • Website embed/permalink
    • For less than 10 employee licenses- 50 website embed/permalink
    • For 10 or more than 10 employee licenses- 250 website/permalink
  • Payment gateway
  • Custom integrations
  • External calls
    • For less than 10 employee licenses- 500 calls/employee license/day
    • For 10 or more than 10 employee licenses- 2,500 calls/employee license/day
  • Developer API
    • For less than 10 employee licenses- 1,000/employee license/day
    • For 10 or more than 10 employee licenses- 5,000 employee license/day
  • In-built integrations
  • Zoho integrations
    • Docs
    • Books
    • Chat
    • Connect
    • CRM
    • Desk
    • Invoice
    • Recruit
    • Reports
    • Billing
  • Other integrations
    • PayPal
    • Box
    • Dropbox
    • Google Drive
    • OneDrive
    • Wordpress
    • iCal Feed
    • Intuit Quickbooks
    • Salesforce
    • Google Calendar
  • Additional features for organization with more than 10 employee licenses
  • SAML authentication for portal logins
  • Custom domain for portal
  • 250 customer portal permission set/ app
  • Download and publish rebranded mobile apps

Creator V8 FeaturesV6 FeaturesV5 Features

  • 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
  • Widgets
  • 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
  • Cloud functions
  • Organization-level features
  • Multi-language support
  • Manual backup
  • Audit trail
  • 50 permission sets/app
  • 250 roles/app
  • Developer sandbox
  • Scheduled backup
  • Domain restriction
  • 50 sender emails
  • 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
  • 50 customer portal permission sets/app
  • Custom domain for portal
  • 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
    • Billing
  • 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 (Maximum of 50 million rows)
  • 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
  • Organization admins
  • Viewer role
  • 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
    • Zendesk

DataPrep New

  • Essentials
  • 5 Million rows processed per month + addition of 100K/employee
  • Unlimited schedule data sources
  • Unlimited scheduled data destinations
  • 6 months audit retention
  • Data Sources
  • Files: CSV, TSV, JSON, XLSX
  • URLs
  • FTP servers
  • Local databases
  • Cloud databases
  • Cloud storage services: Google Drive, Dropbox, OneDrive, etc.
  • Integrations
  • Zoho integrations
    • Zoho CRM
    • Zoho Analytics
  • Data Modelling
  • Automatic data modeling
  • Outlier and anomaly detection
  • Pattern analysis
  • Data profiling
  • Custom data types
  • Data Transformation and Blending
  • Join and union
  • Data quality analysis
  • Formula engine
  • Data deduplication
  • Pivot
  • Unpivot
  • Fill empty cells
  • Full text search
  • Intelligent suggestions
  • Data lineage
  • AI-based Data Enrichment
  • Sentiment analysis
  • Language detection
  • Keyword extraction
  • AI-based Data Enrichment
  • Files: CSV, TSV, JSON, XLSX, XML, etc.
  • Cloud storage services: Google Drive, Dropbox, OneDrive, etc.
  • Cloud databases
  • Zoho Analytics
  • Target matching
  • Audit and Scheduling
  • Automated data pipelines
  • Monitor data sync
  • Operations history
  • Sharing & Collaboration
  • Role based access control
  • User groups
  • Organization Admins
  • Workspace Admins
  • Lock data from being shared
  • Data catalog
  • Mark data as ready-to-use
  • Tags
  • System-wide search powered by Zia

Flow

  • Limits
  • 50 flows/organization
  • 3,000 tasks/organization/month and 1,000 tasks/employee/month
  • Polling frequency - 5 minutes
  • History - 90 days
  • Features
  • Base apps
  • Premium apps
  • Logic & utilities
  • Custom functions
  • Test & debug
 
Sales - CRM >>
No. of Employees  
  • Zoho One
    • Zoho Directory
  • Sales
    • CRM
    • Sites
    • Bookings
  • Marketing
    • Campaigns
    • Survey
    • PageSense
    • Marketing Automation
  • Support
    • Assist
  • Productivity
    • Mail
    • Cliq
    • Projects
    • Connect
    • Learn
    • WorkDrive
    • Sign
    • Meeting
  • HR
    • Recruit
  • Business Process
    • Creator
    • Analytics
    • DataPrep
    • Flow

Zoho Directory feature limits

FeaturesDescriptionLimits
Document automation1000 default free credits/ organisation/ month + 50 free credits / employee license/ month credits
See all features

CRM feature limits

FeaturesDescriptionLimits
Data Storage 1-200 users - 10GB (approximately 5 million records) + 50MB/employee Above 200 users - 15GB (approximately 7.5 million records) + 50MB/employee  GB
File Storage1GB/organization and 1GB/employee license GB
APIs credits1,000,000 credits/day or 50,000 credits + (Number of Employee licenses x 1000), whichever is lower credits
Functions200,000 credits/day/org (500/user license) or 20,000 credits + (Number of User licenses x 500), whichever is lower credits
Scheduled reports20 schedulers/employee license or 100 schedulers/day, whichever is lower schedulers
See all features

Sites feature limits

FeaturesDescriptionLimits
Number of sitesUp to 50 employees - 1 site/10 employee licensesOver 50 employees - 5 sites sites
Member portal Up to 10 employees - 2 portal members per site Over 10 employees - 100 portal members per site  member portals
See all features

Bookings feature limits

FeaturesDescriptionLimits
Workspaces3 workspaces/organization and 1 workspace for every 10th employee license workspaces
Resource calendars 10/organization and 2/employee license  resource calendars
See all features

Campaigns feature limits

FeaturesDescriptionLimits
ContactsPaid - 5,000/employee license contacts
Post campaigns 1 account/social network/employee license  accounts
See all features

Survey feature limits

FeaturesDescriptionLimits
Responses Up to 3 users (monthly plan): 7,000/monthFrom 4th user (monthly plan): 1,000/user license/month Yearly plan: Unlimited  responses
See all features

Pagesense feature limits

FeaturesDescriptionLimits
Monthly visitors30,000/employee license visitors
See all features

Marketing Automation feature limits

FeaturesDescriptionLimits
Leads5000 leads/employee license leads
See all features

Assist feature limits

FeaturesDescriptionLimits
Number of computers5/organization and 1/employee license computers
See all features

Mail feature limits

FeaturesDescriptionLimits
Storage50GB storage/employee license GB
See all features

Cliq feature limits

FeaturesDescriptionLimits
Storage100GB file storage/employee license GB
External channels5 external channels/employee license channels
See all features

Projects feature limits

FeaturesDescriptionLimits
Client users5/employee license client users
See all features

Connect feature limits

FeaturesDescriptionLimits
Online file storageUp to 50 employees - 100GBOver 50 employees - 2GB for every additional employee license GB
Guest users5 guest users/license​ guest users
See all features

Learn feature limits

FeaturesDescriptionLimits
Employee storage5 GB/ employee storage GB
See all features

Workdrive feature limits

FeaturesDescriptionLimits
StorageUpto 10 employees - 5TB/orgOver 10 employees - 500GB/employee license additional shared storage TB
See all features

Sign feature limits

FeaturesDescriptionLimits
Automation credits10/user/month, with a maximum limit of 500/organization/month credits
See all features

Meeting feature limits

FeaturesDescriptionLimits
Host1 host/employee license hosts
Meeting Participants100 meeting participants/session100 meeting participants
Storage25 recordings/host recordings
Webinar attendees100 webinar attendees/session100 webinar attendees
See all features

Recruit feature limits

FeaturesDescriptionLimits
Workflow alerts300/employee license, max 10,000 workflow alerts
API1,000 APIs per employee license (10,000 min API calls/day and 30,000 max API calls/day) APIs
Free storage1GB for every employee license + 3 GB storage/org GB
See all features

Creator V8 feature limitsV6 feature limitsV5 feature limits

Creator V8 feature limits

FeaturesDescriptionLimits
Records250,000/employee records
File storage5GB/employee GB
Email notifications500/employee/day email notifications /day
Schedules600/employee/month schedules /month
Cloud Functions200 calls/employee/day(Maximum 20,000 calls/day) calls /day
External calls500/employee/day calls /day
Developer API1,000/employee/day APIs /day

Creator V6 feature limits

FeaturesDescriptionLimits
RecordsFor less than 10 employee licenses- 50,000 records/employee licenseFor 10 or more than 10 employee licenses- 250,000 records/employee license records
File storageFor less than 10 employee licenses- 5 GB/employee licenseFor 10 or more than 10 employee licenses- 25 GB/employee license GB
Email notificationsFor less than 10 employee licenses- 500/employee license/dayFor 10 or more than 10 employee licenses- 2,500/employee license/day email notifications
SchedulesFor less than 10 employee licenses- 600/employee license/monthFor 10 or more than 10 employee licenses- 3,000/employee license/month schedules
External callsFor less than 10 employee licenses- 500 calls/employee license/dayFor 10 or more than 10 employee licenses- 2,500 calls/employee license/day calls
Developer APIFor less than 10 employee licenses- 1,000/employee license/dayFor 10 or more than 10 employee licenses- 5,000 employee license/day APIs/day

Creator V5 feature limits

FeaturesDescriptionLimits
RecordsUnlimited records (or 25,000/employee if less than 10) Unlimitedrecords
File storage5GB/employee GB
Email notifications500/employee/day email notifications /day
Schedules500/employee/month schedules /month
External calls500/employee/day calls /day
Developer API1,000/employee/day APIs /day
See all features

Analytics feature limits

FeaturesDescriptionLimits
Records5 Million records/rows + addition of 100k/employee (Maximum of 50 million rows) rows
See all features

DataPrep feature limits

FeaturesDescriptionLimits
Rows5 Million rows processed per month + addition of 100K/employee rows
See all features

Flow feature limits

FeaturesDescriptionLimits
Tasks3,000 tasks/organization/month and 1,000 tasks/employee/month tasks
See all features