- Zoho One
- Sales
- Marketing
- Support
- Productivity
- Finance
- HR
- Legal
- Business Process
- Zoho Directory
- Application/Device management
- CRM
- Bigin
- Sites
- Bookings
- SalesIQ
- Campaigns
- Social
- Survey
- Forms
- PageSense
- Backstage
- Marketing Automation
- Commerce
- Desk
- Assist
- Lens
- Cliq
- Projects
- Sprints
- Connect
- Learn
- TeamInbox
- WorkDrive
- Sign
- Vault
- Meeting
- Books
- Invoice
- Subscriptions
- Expense
- Inventory
- Checkout
- Payroll
- People
- Recruit
- Contracts
- 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 Document
Know 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
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
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
- Portals
First 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)
- 15 data sharing rules
- 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 blueprints
Includes the default blueprints - 10 common transition/blueprint
- 100 transition/blueprint
- 10 field count during transition
- 50 blueprints
- Review Process
- CommandCenter
- 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
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
- 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 marketing
Link 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 campaigns
Add coupon merge tags to generate a unique coupon for every recipient - E-commerce email campaigns
End details about products in your Shopify store to your customers - Survey email campaigns
- Send test emails
- Email campaign archives
Link 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 autoresponders
Send follow-up and relevant emails based on opens and clicks - Calendar-based autoresponders
Create 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
- 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 publishing
Publish 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. - SmartQ
Generates 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 posts
Choose 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
- G Suite Marketplace
Forms
- Basics
- Forms
- Trial - 10 forms
- Paid - unlimited
- Submissions
- Trial - 1,000/month
- Paid - 200,000/month
- Storage
- Trial - 200MB
- Paid - 20GB
- Unlimited reports
- Default themes
- Custom themes
- Multilevel form approval
- Mobile responsive forms
- Tech support
- Privacy features
- Field encryption
- SSL encryption
- Personal field marking
- Form settings
- Custom domain in permalink URL
- CAPTCHA
- Google reCAPTCHA v2
- Splash message
- Thank you page
- Redirect to website
- Email notifications
- Save and resume
- Edit response
- Submitter email notification
- Email attachment
- Notification email to external users
- Forms submission as PDF attachment
- Double opt-in
- Form span
- Custom favicon
- Custom title text
- PDF settings
- Document merge
- General/Error messages customization
- Field alias
- Task management
- Manage form attachment
- Form sharing
- Public link
- Shorten URL
- Private sharing
- Form HTML download
- iFrame source code
- QR code
- Email campaigns
- Zoho Campaigns
- MailChimp
- Integrations
- Zoho integrations
- CRM
- SalesIQ
- Desk
- Campaigns
- Docs
- Sign
- Sheet
- Projects
- Recruit
- Other integrations
- G Suite
- Webhooks
- Salesforce
- Zapier
- Microsoft teams
- WebMerge
- Managing entries
- Printable entries list
- Printable entries summary
- CSV export
- PDF export
- Password-protected file export
- Task assignment
- Record Audit
- Tracking
- Google Adwords (GCLID)
- UTM tracking
- Google Analytics - goal tracking
- Facebook pixel - event tracking
- Reports
- Customizable filters
- Auto filters
- Show/Hide columns
- Reports approvals
- Public sharing link
- Private sharing link
- iFrame source code
- HTML button/link to embed report
- Form management
- Field duplication
- Form duplication
- Form analytics
- Form audit
- Form ownership management
- Form disable
- Payment integrations
- Stripe
- PayPal
- 2Checkout
- Razorpay
- PayPal checkout
- Authorize.Net
- Form fields
- Basic fields (name, address, email, phone number, etc.)
- Date/Time
- Dropdown field
- Radio buttons
- Multiple choice
- Checkboxes
- Group choices
- Value assignment
- Page break
- Geolocation
- Choices import
- Decision boxes
- File upload
- Matrix choice
- Section
- Zoho CRM field
- Slider
- Rating field
- Description field
- Signature field
- Formula field
- Unique ID
- Image choices
- Terms and conditions
- Subform
- Form building tools
- Drag-and-drop builder
- Multi-page forms
- Conditional rules
- Field rules
- Form rules
- Page rules
PageSense
- 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/day
For 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
- 0.75% transaction fee above /month
- 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 recommendations
Product recommendations powered by Zoho's AI - Zia - Advanced coupons
- 10,000 products
Number of products you can host - Unmetered customer portal
Maximum number of customer accounts - Social login
Customers can login to your website with their Facebook or Google accounts to manage orders and addresses. - Custom fields
Add custom fields to products - 1 pickup location
- Marketing Features
- Facebook pixel
- Google shopping
- Abandoned cart emails
- Social features
Social auto-publish, scheduled blogs - Product reviews & ratings
- Fraud analytics
- Traffic analytics
- 0.5% transaction fee above /month
- 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 recommendations
Product recommendations powered by Zoho's AI - Zia - Advanced coupons
- 50,000 products
Number of products you can host - Unmetered customer portal
Maximum number of customer accounts - Social login
Customers can login to your website with their Facebook or Google accounts to manage orders and addresses. - Custom fields
Add custom fields to products - 50 pickup location
- Mega menu
- Filters
- Marketing Features
- Facebook pixel
- Google shopping
- Abandoned cart emails
- Social features
Social auto-publish, scheduled blogs - Product reviews & ratings
- Fraud analytics
- Traffic analytics
- B2B Features
- Price list
Separate 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
- 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
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
- 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
- 50GB file upload limit
- Storage
- Upto 10 employees - 5TB/org
- Over 10 employees - 500GB/employee license additional shared storage
- Built-in document editors
- Writer
- Sheet
- Show
- Internal collaboration
- Team Folders
- Granular access controls
- Sub-folder level sharing
- Preview 160+ file formats
- Universal content search
- File locking
- Commenting on files
- Unlimited file versioning
- Unread and global notifications
- Follow updatesNew
- GroupsNew
- External collaboration
- External file sharing
- Client users(Offline purchase)New
- Password-protected links with expiry
- External file access control
- Custom download links
- Create embed codes
- Add-ons and Apps
- WorkDrive Genie for WindowBetaNew
- WorkDrive Sync
- Mobile apps
- Microsoft add-on
- Gmail add-on
- Desktop Apps
- WorkDrive TrueSync
- Data organizationNew
- Labels
- Data Templates
- Templates
- Data administration and security
- Remote wipeNew
- Admin controls
- Custom domainNew
- Control external sharing
- Transfer file ownership
- Full content visibility and management
- File recovery
- Device managementNew
- 256-bit AES encryption at rest
- TLS, SSL, and PFS encryption during transit
- Advanced analytics and reporting
- File access stats
- File activity timeline
- Admin dashboardNew
- Generate and export customized activity reportsNew
- Team Folder activity timelineNew
- IntegrationsNew
- Zoho integrations
- Zoho Flow
- Other integrations
- Zapier
Sign
- Signer authentication code
- 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 support
Presently 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
- 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
- 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 documents
Max 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
- Subscriptions
- Projects
- Analytics
- Other integrations
- Twilio
Invoice
- Unlimited customers
- Unbranded emails
- Custom domain
- Core features
- Invoices
- Estimates
- Time tracking
- Expense tracking
- Credit notes
- Online payment
- Multi-currency
- Multi-lingual
- Flexible reports
- Track payments
- Customizable invoice templates
- Customer portal
- Snail mail
You can purchase snail mail credits and send transactions by post.
- Automate
- Recurring invoices
- Payment reminders
- Recurring expenses
- Integrations
- Zoho integrations
- Zoho CRM integrations
- Other integrations
- Powerful APIs
- Online payment gateways
- G Suite integration
- Twilio integration
- Security
- SSL encryption
Subscriptions
- 5000 customers
- 10 workflows/module
- Core features
- 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
- 40+ Advanced reports
- Payments
- Hosted payment pages
- Dunning for automatic payments
- Multiple payment gateways
- Offline payments
- Payment reminders
- 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)
- Marcado Pago
- 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
- 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
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 - 50,000/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
- Subscriptions
- Other integrations
- PayPal
- Box
- Dropbox
- Google Drive
- OneDrive
- Wordpress
- iCal Feed
- Intuit Quickbooks
- Salesforce
- Google Calendar
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
- Subscriptions
- 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
- Subscriptions
- Other integrations
- PayPal
- Box
- Dropbox
- Google Drive
- OneDrive
- Wordpress
- iCal Feed
- Intuit Quickbooks
- Salesforce
- Google Calendar
Analytics
- Essentials
- 5 Million records/rows + addition of 100k/employee (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
- 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 Beta
- 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
- Zoho One
- Zoho Directory
- Sales
- CRM
- Sites
- Bookings
- Marketing
- Campaigns
- Survey
- PageSense
- Marketing Automation
- Support
- Assist
- Productivity
- Cliq
- Projects
- Connect
- Learn
- WorkDrive
- Sign
- Meeting
- HR
- Recruit
- Business Process
- Creator
- Analytics
- DataPrep
- Flow