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Zoho.com
* Bigin
Simple CRM for small businesses moving from spreadsheets.
* CRM Plus
Unified platform to deliver top-notch customer experience.
* Desk
Helpdesk software to deliver great customer support.
* Campaigns
Create, send, and track targeted email campaigns that drive sales.
* Survey
Design surveys to reach and interact with your audience.
* TeamInbox
Shared inboxes for teams.
* All Products
* Sales
* Marketing
* Service
* Finance
* Email & Collaboration
* HR
* Legal
* Security & IT Management
* BI & Analytics
* Project Management
* Developer Platforms
* Bundles
* Marketplace
CRM
Comprehensive CRM platform for customer-facing teams.
Bigin
Simple CRM for small businesses moving from spreadsheets.
Forms
Build online forms for every business need.
SalesIQ
Live-chat app to engage and convert website visitors.
Bookings
Appointment scheduling app for consultations with customers.
Sign
Digital signature app for businesses.
RouteIQ
Comprehensive sales map visualization and optimal route planning solution.
New
Thrive
Complete loyalty and affiliate management platform.
Voice
Cloud Contact Center Software for businesses.
Social
All-in-one social media management software.
Campaigns
Create, send, and track targeted email campaigns that drive sales.
Forms
Build online forms for every business need.
Survey
Design surveys to reach and interact with your audience.
Sites
Online website builder with extensive customisation options.
PageSense
Website conversion optimization and personalisation platform.
Backstage
End-to-end event management software.
Webinar
Webinar platform for webcasting online webinars.
Commerce
eCommerce platform to manage and market your online store.
Marketing Automation
All-in-one marketing automation software.
LandingPage
Smart landing page builder to increase conversion rates.
SalesIQ
Live-chat app to engage and convert website visitors.
Sign
Digital signature app for businesses.
New
Thrive
Complete loyalty and affiliate management platform.
Voice
Cloud Contact Center Software for businesses.
New
Publish
Manage all your local business listings on a single platform.
Desk
Helpdesk software to deliver great customer support.
Assist
Remote support and unattended remote access software.
Lens
Interactive remote assistance software with augmented reality.
NEW
FSM
End-to-end field service management platform for service businesses.
SalesIQ
Live-chat app to engage and convert website visitors.
Voice
Cloud Contact Center Software for businesses.
Books
Powerful financial platform for growing businesses.
Invoice
100% Free invoicing solution.
Expense
Effortless expense reporting platform.
Inventory
Powerful stock management and inventory control software.
Billing
End-to-end billing solution for your business.
Checkout
Collect payments online with custom branded pages.
Payroll
Effortless payroll processing software for businesses.
Solo
The all-in-one toolkit for solopreneurs.
Practice
Practice management software for accounting firms.
Sign
Digital signature app for businesses.
Mail
Mail-Secure email service for teams of all sizes.
Meeting
Online meeting software for all your video conferencing & webinar needs.
Writer
Word processor for focused writing and discussions.
Sheet
Spreadsheet software for collaborative teams.
Show
Create, edit, and share slides with a sleek presentation app.
Notebook
Beautiful home for all your notes.
Cliq
Stay in touch with teams no matter where you are.
Connect
Team collaboration software that brings people together.
Bookings
Appointment scheduling app for consultations with customers.
TeamInbox
Shared inboxes for teams.
WorkDrive
Online file management for teams.
Sign
Digital signature app for businesses.
Office Suite
Powerful collaborative work platform for teams.
Office Integrator
Built in document editors for web apps.
ZeptoMail
Secure and reliable transactional email sending service.
Calendar
Online business calendar to manage events and schedule appointments.
Learn
Knowledge and learning management platform.
Voice
Cloud-based telephony software for businesses.
New
Tables
Work management tool to connect people, processes, and information.
People
Organize, automate and simplify your HR processes.
Recruit
Intuitive recruiting platform built to provide hiring solutions.
Expense
Online expense reporting platform that simplifies expense accounting.
Workerly
Manage temporary staffing with an employee scheduling solution.
Payroll
Effortless payroll processing software for businesses.
BackToWork
Ensure employee safety at workplace.
Shifts
Employee scheduling and time tracking app.
Sign
Digital signature app for businesses.
Contracts
Comprehensive contract lifecycle management software.
Sign
Digital signature app for businesses.
Creator
Build custom apps to simplify business processes.
Zoho Directory
Workforce identity and access management solution for cloud businesses.
Free
OneAuth
Secure multi-factor authenticator (MFA) for all your online accounts.
Vault
Online password manager for teams.
Catalyst
Build and deploy serverless apps.
Lens
Interactive remote assistance software with augmented reality.
Site24x7
All-in-one monitoring solution for DevOps and IT Operations.
ServiceDesk Plus
Cloud-based IT ticketing system to resolve issues faster.
MDM
Easy-to-use & affordable web-based MDM solution.
Patch Manager Plus
Stay clear of vulnerabilities and cyber attacks.
Identity360
Cloud-native identity platform redefining workforce IAM.
Log360 Cloud
Store and manage your network logs with a cloud SIEM solution.
Assist
Remote support and unattended remote access software.
Remote Access Plus
Secure and comprehensive unattended access at the click of your mouse.
Endpoint Central
360-degree UEM solution for endpoint management and security.
New
QEngine
Test automation software to build, manage, execute, and report testcases.
New
Endpoint Central MSP
Streamline endpoint management, robust security, and real-time insights for
managed clients.
New
Toolkit
Complete resource for any admin-related lookup queries.
New
CloudDNS
Optimize your domains for speed, security, and controlled name resolution.
Analytics
Modern self-service BI and analytics platform.
DataPrep
AI-powered data preparation service for your data-driven organization.
Solutions
Embedded BI
Embedded analytics and white label BI solutions, tailored for your needs.
Projects
Manage, track, and collaborate on projects with teams.
Sprints
Planning and tracking tool for scrum teams.
BugTracker
Automatic bug tracking software for managing bugs.
Flow
Automate business workflows by creating smart integrations.
Creator
Build custom apps to simplify business processes.
Catalyst
Build and deploy serverless apps.
Office Integrator
Built in document editors for web apps.
ZeptoMail
Secure and reliable transactional email sending service.
New
QEngine
Test automation software to build, manage, execute, and report testcases.
Unified Customer Experience Platform:
CRM Plus
Unified platform to deliver top-notch customer experience.
Unified Finance Platform:
Finance Plus
All-in-one suite to manage your operations and finances.
Unified HR Platform:
People Plus
Comprehensive HR platform for seamless employee experiences.
Integrated Collaboration Platform:
Workplace
Application suite built to improve team productivity and collaboration.
Help Desk Management:
IT Management
Everything you need to help you align IT to business.
Unified Marketing Platform:
Marketing Plus
Unified marketing platform for marketing teams.
All-in-one Suite:
One
An integrated suite that encompasses all the apps in Zoho.
Do more with your Zoho products
Extensions
Integrate Zoho products with third party applications.
Custom Apps
Ease work with apps tailor-made for your business.
Industry Solutions
End-to-end business solutions for your vertical.
Build and Sell
Build Extensions, Custom Apps and Industry solutions using our platforms and
public APIs. Zoho Marketplace helps showcase your extensions to all our users
worldwide.
English
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* Features
* AI
* Lead & Deal Prediction
* Voice Assistant
* Anomaly Detection
* Zia for Emails
* Best time to Contact
* Recommendation
* Prediction Builder
* Competitor Alert
* Data Enrichment
* Intelligent Automation
* Zia - Assignment Suggestion
* Zia - Workflow Suggestion
* Zia Vision
* Sales Force Automation
* Lead Management
* Deal Management
* Contact Management
* Account Management
* Workflow Automation
* Process Management
* Blueprint
* Approval Process
* Scoring Rules
* Assignment Rules
* Escalation Rules
* Review process
* Validation Rules
* Email Parser
* Multi-page layouts
* Omnichannel
* Email
* Telephony
* Social Media
* SMS
* Live Chat
* Self-Service Portals
* Web conferencing
* Realtime Notifications
* Customization
* Page Layouts
* Custom Components
* Views and Filters
* Subforms
* Currencies and Translations
* Canvas Design Studio
* Analytics
* Reports
* Charts
* Anomaly
* Cohorts
* Quadrants
* Zones
* KPI
* Comparator
* Funnels
* Target Meters
* Capabilities
* Sales Performance
* Sales Forecasting
* Territory management
* AI Prediction
* Motivator
* Journey Orchestration
* Path Finder
* Journey Builder
* Sales Enablement
* Quotes and Finance
* Portals
* Wizards
* Calendar
* Google Workspace
and Office 365 Integration
* Documents Library
* Sell on the move
* Partner Relationship
Management
* Mobile
* Mobile CRM app
* Business Card Scanner
* Analytics Mobile
* Security
* Roles, Profiles and Teams
* Data Security and Compliance
* GDPR
* HIPAA
* Extensibility
* Client Scripts
* Developer APIs
* Widgets
* Sandbox
* Deluge Functions
* Web SDKs
* Mobile SDKs
* Developer Edition
* Marketplace
* See all features
* Pricing
* Solutions
* * By Industry
* Automotive CRM
* Life Sciences
* Financial Services
* Real Estate
* Roofing
* Retail
* Insurance
* Hospitality
* Education
* Services
* Startups
* Non-Profit
* Broadcasting
* By Size
* Enterprise
* Small Business
* By Role
* Sales Reps
* Sales Leaders
* Sales Development Reps
* Use Cases
* Custom implementations
* Customers
* Case Studies
* Testimonials
* Resources
* * User and admin docs
* Developer docs
* FAQs
* Ebooks
* Blogs
* CRM tips
* One-minute videos
* CRM glossary
* Training
* Tutorials
* Videos
* Live webinars
* Podcasts
* Guided tour
* Compare CRM options
* Support plans
* Release notes
* All Zoho Products
* Features
* AI
* Lead & Deal Prediction
* Voice Assistant
* Anomaly Detection
* Zia for Emails
* Best time to Contact
* Recommendation
* Prediction Builder
* Competitor Alert
* Data Enrichment
* Intelligent Automation
* Zia - Assignment Suggestion
* Zia - Workflow Suggestion
* Zia Vision
* Sales Force Automation
* Lead Management
* Deal Management
* Contact Management
* Account Management
* Workflow Automation
* Process Management
* Blueprint
* Approval Process
* Scoring Rules
* Assignment Rules
* Escalation Rules
* Review process
* Validation Rules
* Email Parser
* Multi-page layouts
* Omnichannel
* Email
* Telephony
* Social Media
* SMS
* Live Chat
* Self-Service Portals
* Web conferencing
* Realtime Notifications
* Customization
* Page Layouts
* Custom Components
* Views and Filters
* Subforms
* Currencies and Translations
* Canvas Design Studio
* Analytics
* Reports
* Charts
* Anomaly
* Cohorts
* Quadrants
* Zones
* KPI
* Comparator
* Funnels
* Target Meters
* Capabilities
* Sales Performance
* Sales Forecasting
* Territory management
* AI Prediction
* Motivator
* Journey Orchestration
* Path Finder
* Journey Builder
* Sales Enablement
* Quotes and Finance
* Portals
* Wizards
* Calendar
* Google Workspace
and Office 365 Integration
* Documents Library
* Sell on the move
* Partner Relationship
Management
* Mobile
* Mobile CRM app
* Business Card Scanner
* Analytics Mobile
* Security
* Roles, Profiles and Teams
* Data Security and Compliance
* GDPR
* HIPAA
* Extensibility
* Client Scripts
* Developer APIs
* Widgets
* Sandbox
* Deluge Functions
* Web SDKs
* Mobile SDKs
* Developer Edition
* Marketplace
* See all features
* Pricing
* Solutions
* * By Industry
* Automotive CRM
* Life Sciences
* Financial Services
* Real Estate
* Roofing
* Retail
* Insurance
* Hospitality
* Education
* Services
* Startups
* Non-Profit
* Broadcasting
* By Size
* Enterprise
* Small Business
* By Role
* Sales Reps
* Sales Leaders
* Sales Development Reps
* Use Cases
* Custom implementations
* Customers
* Case Studies
* Testimonials
* Resources
* * User and admin docs
* Developer docs
* FAQs
* Ebooks
* Blogs
* CRM tips
* One-minute videos
* CRM glossary
* Training
* Tutorials
* Videos
* Live webinars
* Podcasts
* Guided tour
* Compare CRM options
* Support plans
* Release notes
* All Zoho Products
Get Started
Help me choose the right CRM plan
COMPARE ALL FEATURES OF ZOHO CRM EDITIONS
No features availablePlease type some text
Help me choose the right CRM plan
Hide Common Features
FREE
TRY NOW
STANDARD
TRY NOW
PROFESSIONAL
TRY NOW
ENTERPRISE
TRY NOW
ULTIMATE
TRY NOWExpand AllCollapse All
PRICING(LOCAL TAXES WILL BE CHARGED IN ADDITION TO THE PRICES MENTIONED.)
Billed AnnuallyFree for 3
users£12/user/month£18/user/month£35/user/month£42/user/monthBilled MonthlyFree
for 3 users£16/user£28/user£40/user£52/user
LITE USER PRICING(LITE USERS CAN BE ADDED ON TO ENTERPRISE AND ULTIMATE LICENSES
WITH A MINIMUM OF 25 REGULAR USER LICENSES)
Billed Annually---£9/user/month£9/user/monthBilled Monthly---£11/user£11/user
SALES FORCE AUTOMATION
LeadsAccountsContactsDealsSales Forecasting-Forecasts Based on
Territories---Macros--FeedsSalesSignals--Document LibraryActivities (Tasks,
Meetings, Calls)RemindersTask onlyRecurring ActivitiesCalendar Booking-Multiple
Currencies-5 currencies10 currencies25 currencies50 currenciesSocial
(Integration with Facebook & Twitter)-Social Tab (Facebook & Twitter accounts of
the Company)-Scoring Rules-10 criteria/module20 criteria/module30
criteria/module50 criteria/moduleMultiple Scoring Rule---5 rules/layout
(30 criteria/rule)5 rules/layout
(50 criteria/rule)Motivator for Zoho CRM--
CRM ANALYTICS
Standard ReportsCustom Reports-100UnlimitedUnlimitedUnlimitedSchedule Reports-
Maximum 100 schedules Maximum 100 schedules Maximum 100 schedules Maximum 200
schedulesStandard Dashboards-Custom Dashboards-10
dashboardsUnlimitedUnlimitedUnlimitedCharts and KPIs-Anomaly Detector---10
trends
Additional 1 trend/user license (max 50)20 trends
Additional 2 trends/user license (max 100)Zia Notification subscription for
Anomaly Detector components---10 components30 componentsComparator, Target
Meter, Funnel and Zones---Cohort Analysis---1025Quadrant Analysis---
MARKETING AUTOMATION
CampaignsMass Email This limit applies only to the org's sales activities.
Kindly check Zoho Campaigns for campaigning purpose. Mass emails do not include
workflow email
notifications.-250/day/org500/day/org1000/day/org2000/day/orgCustom Email
Templates10 templates100 templatesUnlimitedUnlimitedUnlimitedEmail
Opt-outAutoresponders---3 autoresponders5 autorespondersSchedule Mass
Email--10/module10/module10/module
ZIA
Prediction builder---2/org20/orgZia scoring Requires a minimum of 20 user
licenses.---Recommendation builder Requires a minimum of 20 user
licenses.---1/org10/orgEmail Intent Requires a minimum of 20 user licenses and
is accessible exclusively in English.---Email Sentiment Requires a minimum of 20
user licenses and is accessible exclusively in English.---Email Emotion Requires
a minimum of 20 user licenses and is accessible exclusively in English.---Email
Activity Extraction Requires a minimum of 20 user licenses and is accessible
exclusively in English.---Enrichment from Emails Requires a minimum of 20 user
licenses and is accessible exclusively in English.---CNS (consecutive negative
sentiment) Requires a minimum of 20 user licenses and is accessible exclusively
in English.---Email summary Requires a minimum of 20 user licenses and is
accessible exclusively in English.---Email - Sentence Auto complete Requires a
minimum of 20 user licenses and is accessible exclusively in English.---Email
Subject line suggestions Requires a minimum of 20 user licenses and is
accessible exclusively in English.---Email Custom Intent Requires a minimum of
20 user licenses and is accessible exclusively in English.---Call transcription
Requires a minimum of 20 user licenses and is accessible exclusively in
English.---Call sentiment Requires a minimum of 20 user licenses and is
accessible exclusively in English.---Call intent Requires a minimum of 20 user
licenses and is accessible exclusively in English.---Call emotion Requires a
minimum of 20 user licenses and is accessible exclusively in English.---Call
Summary Requires a minimum of 20 user licenses and is accessible exclusively in
English.---Data Enrichment Accessible exclusively in English.---500 records/user
license Max of 50000 records2000 records/user license Max of 50000 recordsNext
Best Experience Requires a minimum of 20 user licenses.---Zia for
forecast---Voice of the customer Requires a minimum of 20 user licenses and is
accessible exclusively in English.---Zia Vision - Image
matching---1/org20/orgZia Vision - Image detection---1/org20/orgZia Vision -
Image match and detect---1/org20/orgChurn Prediction Requires a minimum of 20
user licenses.---2/org20/orgCompetitor alert Requires a minimum of 20 user
licenses and is accessible exclusively in English.---Strategy Influencer
Requires a minimum of 20 user licenses and is accessible exclusively in
English.---6/org6/orgZia Presentation Requires a minimum of 20 user
licenses.---Best time to contact---Record owner suggestion---Similarity
recommender Requires a minimum of 20 user licenses.---1/org10/orgZia
Notifications---Workflow rule suggestion---Workflow email duplicate
alert---Anomalies in workflow rule---Ask Zia Accessible exclusively in
English.---Macro suggestion---Zia Reminder---Dashboard component suggestion
Requires a minimum of 20 user licenses.---Prediction analytics Requires a
minimum of 20 user licenses.---Recommendation analytics Requires a minimum of 20
user licenses.---Best time to contact analytics Requires a minimum of 20 user
licenses.---Smart Prompt---
INVENTORY MANAGEMENT
Products--Price Books--Quotes--Sales Orders--Invoices--Vendors--Purchase
Orders--Inventory Templates--
CPQ
PRODUCT CONFIGURATOR
Total number of product configurations Across the org account.--1050100Number of
"selected" items you can create a rule for--51020Number of "additional
conditions" per "selected" entry in a rule--252525Number of module-based
conditions under Primary Rule Criteria--252525Total number of Actions per rule
Across all applicable Rule Actions.--103050
PRICE RULES
Total number of price rules Across the org account.--1050100Number of
module-based conditions under Primary Rule Criteria--252525Number of records
that can be selected per rule in the "Direct Type" price rule--252525Number of
records that can be selected per rule in the "Volume Type" price rule--555Number
of range rows that can be added per item in the "Volume Type" price rule--101010
GUIDED SELLING
Number of Guided Selling flows Across the CRM org account.--2550100Number of
Questions that can be added in a Guided selling flow--101010Number of Input
Options applicable across all question pages--181818
CUSTOMER SUPPORT
Cases--Solutions--Web-to-Case Form--10 forms/module20 forms/module100
forms/moduleNotify Owner-Case Escalation Rules---
DATA ADMINISTRATION
Admin Tools for configuration management---File Storage (for Org.)1GB1GB
plus
512MB/user license1GB
plus
512MB/user license1GB
plus
1GB/user license5GB
plus
1GB/user licenseAdditional File Storage (for Org.)-£3.2/month for 5GB£3.2/month
for 5GB£3.2/month for 5GB£3.2/month for 5GBData Storage (1-200 users) All
modules 5,000 records (10 MB)100,000 records (200 MB)10GB
(5 Million records approx)10GB
(5 Million records approx)10GB
(5 Million records approx)Additional Data Storage (1-200 users) --£3.2 for 100MB
/month£3.2 for 100MB /month£3.2 for 100MB /monthData storage (> 200 users) All
modules 5,000 records (10 MB)100,000 records (200 MB)10GB
(5 million records approx)15GB
(7.5 million records approx)30GB
(15 million records approx)Additional Data Storage (> 200 users)--£1.6 for 100MB
/month£1.6 for 100MB /month£1.6 for 100MB /monthDefault Data Storage per user
license (200 and above 200 users)--20MB50MB100MBImport
Data1,000/batch10,000/batch20,000/batch30,000/batch50,000/batchData Import -
Clone optionData Import - Skip and Overwrite option-10,000 records/batch20,000
records/batch30,000 records/batch50,000 records/batchMerge Duplicates - Find &
Merge OptionMerge Duplicates - Deduplicate Option--Import History-Past 60
daysPast 60 daysPast 60 daysPast 60 daysExport Module Data200,000
records/module, upto 10 exports per day200,000 records/module, upto 100 exports
per day200,000 records/module, upto 250 exports per day200,000 records/module,
upto 500 exports per day200,000 records/module, upto 1000 exports per dayFree
Data Backup-2 data backups/month2 data backups/month2 data backups/month4 data
backups/monthData Backup£9 /request£9 /request£9 /request£9 /request£9
/requestCRM Variables---11 groups + 25 entry/group11 groups + 25 entry/group
SECURITY MANAGEMENT
Profiles25152550Roles2525250500Reporting Hierarchy---Territory
Management---150250Groups-203050250Field-Level Security--Custom Links--10
links/module10 links/module50 links/moduleDefault Data Sharing Settings- Public
Read Only (in Default Data Sharing Settings)---Data Sharing Rules---25 rules per
module (Up to 10 criteria-based sharing rules) 100 rules per module (Up to 15
criteria-based sharing rules) Audit Logs-Allowed IPs-Record Sharing---Data
Encryption---10 fields/module20 fields/moduleGDPR Compliance SettingsHIPAA
Compliance Settings-
PRODUCT CUSTOMIZATION
CUSTOMIZATION FEATURES
Home Page Components520202020Organize TabsRename TabsGroup Tabs-10 groups10
groups25 groups50 groupsCustom Modules---25 modules + (additional 2 modules/user
license)
[Max limit: 100 custom modules] 50 modules + (additional 5 modules/user license)
[Max limit: 500 custom modules]Layout EditorPage Layouts---3 layouts/module
(Note: Not applicable for Activities module)6 layouts/module
(Note: Not applicable for Activities module)Layout
Rules---10/layout10/layoutRecord Locking Configuration---5 rules/module5
rules/moduleValidation Rules--5/layout10/layout
(Using Functions: 3/layout)25/layout
(Using Functions: 5/layout)Subforms---2/module5/moduleSubform
fields---25/subform in a layout25/subform in a layoutEmail Address Duplication
Check-Custom Fields (Includes all types of fields)-10 fields/module
(Note: Activities module has only 10 fields)155 fields/module
(Note: Activities module has only 140 fields)300 fields/module
(Note: Activities module has only 230 fields)500 fields/module
(Note: Activities module has only 230 fields)Unique Fields-2 fields/module2
fields/module2 fields/module2 fields/modulePicklist History Tracking---Color
Coding Picklists-2 picklist fields/module2 picklist fields/module5 picklist
fields/module10 picklist fields/moduleGlobal Sets---10 sets/org, 15
picklists/global set, 7 picklists/global set/module, 1000 picklist values/global
set25 sets/org,15 picklists/global set, 7 picklists/global set/module, 1000
picklist values/global setStandard List ViewsCustom List Views5 list
views/module50 list views/moduleUnlimitedUnlimitedUnlimitedRecords in List
Views50100100100100Smart Filter5551010Kanban View1 (Only for the Deals and
Activities modules)1 (Only for the Deals and Activities modules)1 (Only for the
Deals and Activities modules)510Chart View---55Modify Criteria PatternLast
Activity Time in CriteriaCustom Related Lists---5/module10/moduleCustomize
Search LayoutCustomize Related Lists Columns-Custom
Buttons---50/module250/modulePersonal Fields (Marking fields as personal)30
fields/module30 fields/module30 fields/module30 fields/module30 fields/moduleWeb
Tabs---2550Copy Customization-Wizards---10 (2 per module)25 (5 per
module)Multiple Sales Pipeline (Only for Deals module)Default (standard)
pipeline only5102050Customize User Layout-10 custom fields50 custom fields50
custom fields50 custom fieldsDomain Mapping---
CANVAS
List View-1 view/org3 views/org25 views/module50 views/moduleDetail View-1
view/org3 views/org5 views/module25 views/moduleCanvas Rules-5 rules/module10
rules/module15 rules/module25 rules/moduleReusable components Available in
Detail view only-25 components/org 25 components/org 25 components/org 25
components/org Import/Export Canvas views Applicable for both List views and
Detail views-10 views/org 10 views/org 10 views/org 10 views/org
MAXIMUM LIMIT FOR INDIVIDUAL FIELD TYPES
String fields (Single Line, Multi Line, Pick List, Multi-select Pick List,
Email, Phone, URL, and Auto Number)
Maximum 10 Text Area fields-1060200
(includes upto 5 Rich Text Fields)200
(includes upto 5 Rich Text Fields)Integer Fields (Digits without
decimal)-10204040Number fields (Decimal, Percentage, and Currency)-10154040Date
Fields-10155050Date Time Fields-10105050Boolean (Checkbox)-10208080Long Integer
Fields-10153535External Fields---1015Lookup Fields--5510Multi-select Lookup
Fields---22Lookup Filter---Fields of Lookup---5 fields/lookup field5
fields/lookup fieldUser Fields---55Record Image FieldFile Upload
Field--555Auto-number Fields (Included in the total no. of Text
fields)-1111Formula Fields (Included in the total no. of individual field types:
Decimal, Currency, String, Date, DateTime, Boolean)--152025Multi-user
Field---11Image Upload Field--222Rollup summary---1015
SPECIAL FIELDS
Contact RoleTerms & Conditions--Tax Rates--
PROCESS MANAGEMENT
Blueprint--3 Blueprints (Includes the default Blueprints)50 Blueprints (Includes
the default Blueprints)100 Blueprints (Includes the default Blueprints)Clone
Blueprint--Common Transition per Blueprint--21025Transition per
Blueprint--10100300Field Count During Transition (This includes Fields,
Associated Items, Messages, Widgets, and Checklists.)--41050Approval
Process---Review Process---5/module10/moduleJourney Builder---5 journeys/org
(includes both active and inactive journeys)10 journeys /org (includes both
active and inactive journeys)PathFinder---50,000 record captures/day, and
1,00,000 transitions/day across all processes.1,00,000 record captures/day, and
2,00,000 transitions/day across all processes.
AUTOMATION
Workflow Rules/org2500
(maximum 2000 active)2500
(maximum 2000 active)2500
(maximum 2000 active)2500
(maximum 2000 active)2500
(maximum 2000 active)Workflow Rules10 rule/module
(maximum 5 active)30 rules/module (maximum 15 active)
5 conditions/rule80 rules/module (maximum 40 active)
5 conditions/rule125 rules/module (maximum 75 active)
10 conditions/rule150 rules/module (maximum 100 active)
10 conditions/ruleScheduled Action-5 actions/condition5 actions/condition5
actions/condition5 actions/conditionWorkflow Usage---Tasks5 tasks/action5
tasks/action5 tasks/action5 tasks/action5 tasks/actionReminder for
Workflow Tasks-Email Notifications (Sending workflow emails to CRM users and
customers)5 email notifications/action, 50 emails/user license, 150 emails/day
(whichever is lower)
**Emails can be sent only to the CRM users.5 email notifications/action, 100
emails/user license, 5,000 emails/day
(whichever is lower)5 email notifications/action, 200 emails/user license,
10,000 emails/day
(whichever is lower)5 email notifications/action, 500 emails/user license,
25,000 emails/day
(whichever is lower)5 email notifications/Action, 1,000 emails/User License,
50,000 emails/Day
(whichever is lesser)Record Owner, Record Creator, Record Owner's Manager
(Options in Alert)Using Email field from the Module & Related Modules-Field
Updates-5 field updates/action5 field updates/action5 field updates/action5
field updates/actionDelete (Execute On Record Action)-Field Update (Execute On
Record Action)-Create Record (Execute On Record Action)--Assign Record Owner
(Execute On Record Action)--Workflow Convert-Execute Based on Date Field
Value-Execute Based on Record's Score-Execute Based on Recommendation---Webhooks
(Workflow action)--1/action
50,000 calls/day or 100 calls/user license/day
Limit applicable for the org.
(whichever is lower)1/action
500,000 calls/day or 500 calls/user license/day
Limit applicable for the org.
(whichever is lower)1/action
1,000,000 calls/day or 1000 calls/user/day
Limit applicable for the org.
(whichever is lower)Actions by Zoho Flow---Assignment Rules--20 rules/module &
20 rule entries20 rules/module & 50 rule entries50 rules/module & 100 rule
entriesAssignment Thresholds--20 thresholds per module & 500 users per
threshold30 thresholds per module & 500 users per threshold30 thresholds per
module & 500 users per thresholdFunctions (Workflow action)---1 Instant Action
and 5 Time-Based Actions per Rule1 Instant Action and 5 Time-Based Actions per
RuleCustom Schedules---10 schedules/org20 schedules/orgMarketing
Attribution---Segmentation---1 (active or inactive)
5 (unpublished or draft)5 (active or inactive)
20 (unpublished or draft)Workflow Usage Report---
WEBFORMS
Forms for Leads/Contacts1 form/module5 forms/module10 forms/module20
forms/module100 forms/moduleApprove RecordsAuto Response RulesUnsubscribe
Links25101010Notify Record Owner-Webform Analytics---100,000 visits/month and 3
months of data for Analytics300,000 visits/month and 6 months of data for
AnalyticsWebform A/B Testing---2 webforms/module10 webforms/module
EMAIL
Email Integration (IMAP/POP3/Gmail API)--Email Insights-
(Note: Includes response tracking & limited options under advanced
filters.)Organization Emails35075500500BCC Dropbox-10 approved email addresses10
approved email addresses10 approved email addresses10 approved email
addressesAttachments in Email3MB10MB10MB10MB10MBEmail Sharing--Email
Scheduling---Email Authentication1 Domain5 Domains10 Domains20 Domains20
DomainsEmail Parser---Email Association with Deals--Email Relay--10 domains20
domains20 domainsZoho CRM for Office 365-Zoho CRM for Gmail Add-on-SalesInbox---
INTEGRATIONS
Integrations with third-party vendors and products within the Zoho family often
require paid licenses from both Zoho CRM and the integrated software.
CRM Marketplace (Extensions for Zoho CRM)
*some extensions are not available in the Standard and Professional
Editions-5102050Zoho Creator Integration---Integration with Online Meeting
providers Integrations available with Hosted and On Premise Meeting
providers-Visitor Tracking
Zoho SalesIQ IntegrationZoho Survey Integration Survey campaigns can only be
created in Enterprise edition and above. Survey Creation in Campaigns
Module---Zoho Writer Add-on--Zoho Desk IntegrationZoho Projects IntegrationZoho
Finance Suite Integration Includes Zoho Books, Zoho Invoice, Zoho Expense, Zoho
Inventory and Zoho Subscriptions. --Zoho PhoneBridge Integrations available with
Hosted and On Premise PBX -Zoho Analytics IntegrationZoho Campaigns
IntegrationZoho Forms IntegrationZoho Webinar Integration---Zoho Backstage
Integration---Zoho Meetings Integration-Mail Merge Template (Plug-in for
Microsoft Office) Default merge limit is 1000 merges/month/org. Additional
merges can be purchased.--1000 merges/month/org1000 merges/month/org1000
merges/month/orgAttach from Zoho Docs-Attach from Google Docs-Google Calendar
Synchronization
(For Google Users)-Google Contacts Synchronization
(For Google Users)-Zoho CRM for Google Ads--Slack Integration-Zoho CRM Mobile
EditionZoho CRM Analytics Mobile Edition Check-inZoho Directory
Integration-Remote Sales Office-LinkedIn Sales Navigator Integration--
GOOGLE WORKSPACE
Export Meetings to Google Calendar-Export to Google Tasks-Synchronize Google
Calendar
(For Google Workspace Users)-Synchronize Google Contact
(For Google Workspace Users)-Zoho CRM Webforms for Google
Sites-1/module10/module20/module100/module
DEVELOPER SPACE
APIs (Max allowed credits)
More details on limits API limits vary based upon user license purchased. 5000
credits/day/org.100,000 credits/day/org.1,000,000 credits/day/org.2,000,000
credits/day/org.Unlimited (2,000/user)Functions - (Max allowed credits)
More details on limits Functions limits vary based upon user license
purchased.-15,000 credits/day/org. Available through extensions20,000
credits/day/org. Available through extensions200,000 credits/day/org.Unlimited
(1,000/user license)Client Script---Widgets---Connections---
GENERAL
Personal SettingsCompany Logo and ThemeFiscal YearBusiness HoursPortals
Default/Client portal is free with 10,000 portal invites. Additional portals and
users must be purchased as per requirement.---10,000 portal invites included for
default portal (Contacts)10,000 portal invites included for default portal
(Contacts)Sandbox---Business Card ViewCalendarCalendar Synchronization
(CalDAV Access)-Advanced filtersTags for Records-5 tags/record
20 tags/module10 tags/record
60 tags/module10 tags/record
100 tags/module10 tags/record
200 tags/moduleSticky NotesTranslations---Users3 Users (Free)£12 /user
license/month
billed annually or
£16 month-to-month£18 /user license/month
billed annually or
£28 month-to-month£35 /user license/month
billed annually or
£40 month-to-month£42 /user license/month
billed annually or
£52 month-to-monthLite Users
Lite users can be added on to Enterprise and Ultimate licenses with a minimum of
25 regular user licenses.---£9 /user license/month
billed annually or
£11 month-to-month£9 /user license/month
billed annually or
£11 month-to-month
LAST UPDATED ON: FEB 13TH, 2024
See our feature availability of Trial edition See our feature availability of
Developer edition
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* Features
* AI
* Lead & Deal Prediction
* Voice Assistant
* Anomaly Detection
* Zia for Emails
* Best time to Contact
* Recommendation
* Prediction Builder
* Competitor Alert
* Data Enrichment
* Intelligent Automation
* Zia - Assignment Suggestion
* Zia - Workflow Suggestion
* Zia Vision
* Sales Force Automation
* Lead Management
* Deal Management
* Contact Management
* Account Management
* Workflow Automation
* Process Management
* Blueprint
* Approval Process
* Scoring Rules
* Assignment Rules
* Escalation Rules
* Review process
* Validation Rules
* Email Parser
* Multi-page layouts
* Omnichannel
* Email
* Telephony
* Social Media
* SMS
* Live Chat
* Self-Service Portals
* Web conferencing
* Realtime Notifications
* Customization
* Page Layouts
* Custom Components
* Views and Filters
* Subforms
* Currencies and Translations
* Canvas Design Studio
* Analytics
* Reports
* Charts
* Anomaly
* Cohorts
* Quadrants
* Zones
* KPI
* Comparator
* Funnels
* Target Meters
* Capabilities
* Sales Performance
* Sales Forecasting
* Territory management
* AI Prediction
* Motivator
* Journey Orchestration
* Path Finder
* Journey Builder
* Sales Enablement
* Quotes and Finance
* Portals
* Wizards
* Calendar
* Google Workspace
and Office 365 Integration
* Documents Library
* Sell on the move
* Partner Relationship
Management
* Mobile
* Mobile CRM app
* Business Card Scanner
* Analytics Mobile
* Security
* Roles, Profiles and Teams
* Data Security and Compliance
* GDPR
* HIPAA
* Extensibility
* Client Scripts
* Developer APIs
* Widgets
* Sandbox
* Deluge Functions
* Web SDKs
* Mobile SDKs
* Developer Edition
* Marketplace
* See all features
* Pricing
* Solutions
* * By Industry
* Automotive CRM
* Life Sciences
* Financial Services
* Real Estate
* Roofing
* Retail
* Insurance
* Hospitality
* Education
* Services
* Startups
* Non-Profit
* Broadcasting
* By Size
* Enterprise
* Small Business
* By Role
* Sales Reps
* Sales Leaders
* Sales Development Reps
* Use Cases
* Custom implementations
* Customers
* Case Studies
* Testimonials
* Resources
* * User and admin docs
* Developer docs
* FAQs
* Ebooks
* Blogs
* CRM tips
* One-minute videos
* CRM glossary
* Training
* Tutorials
* Videos
* Live webinars
* Podcasts
* Guided tour
* Compare CRM options
* Support plans
* Release notes
* All Zoho Products
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