Trial Version - Feature Availability & Limits
| Features | Editions | |||||
| Free | Standard | Professional | Enterprise | Ultimate | ||
| Features | Free | Standard | Professional | Enterprise |
Sales Force Automation
| Leads | |||||
| Accounts | |||||
| Contacts | |||||
| Deals | |||||
| Sales Forecasting | |||||
| Forecasts Based on Territories | |||||
| Macros | |||||
| Feeds | |||||
| SalesSignals | |||||
| Document Library | |||||
| Activities - Tasks, Events, Calls (Tasks, Events, Calls) | |||||
| Reminders | |||||
| Recurring Activities | |||||
| Calendar Booking | |||||
| Social (Integration with Facebook, Twitter) | |||||
| Social Tab (Facebook & Twitter accounts of the Company) | |||||
| Scoring Rules | 10 fields /module | 20 fields /module | 30 fields /module | 50 fields /module |
CRM Analytics
| Standard Reports | |||||
| Custom Reports | 100 | Unlimited | Unlimited | Unlimited | |
| Schedule Reports | 20 schedulers/user Maximum 100 schedulers/day. | 20 schedulers/user Maximum 100 schedulers/day. | 20 schedulers/user Maximum 100 schedulers/day. | 20 schedulers/user Maximum 100 schedulers/day. | |
| Standard Dashboards | |||||
| Custom Dashboards | 10 dashboards | Unlimited | Unlimited | Unlimited | |
| Charts and KPIs | |||||
| Comparator, Target Meter, Anomaly Detector, Funnel |
Marketing Automation
| Campaigns | |||||
| Mass Email | 20/day | 20/day | 20/day | 20/day | |
| Custom Email Templates | 10 templates | 100 templates | Unlimited | Unlimited | Unlimited |
| Email Opt-out | |||||
| Autoresponders | 3 autoresponders | 5 autoresponders | |||
| Schedule Mass Email | 10/module | 10/module | 10/module |
Zia
| Zia Voice | |||||
| Best Time to Contact | |||||
| Zia Reminders | |||||
| Conversion Prediction | |||||
| Trend Analysis | |||||
| Macro Suggestion | |||||
| Zia Intelligence for Automation | |||||
| Data Enrichment | 500 records/user license Maximum of 50,000 records | 2000 records/user license Maximum of 50000 records |
Inventory Management
| Products | |||||
| Price Books | |||||
| Quotes | |||||
| Sales Orders | |||||
| Invoices | |||||
| Vendors | |||||
| Purchase Orders | |||||
| Inventory Templates |
Customer Support
| Cases | |||||
| Solutions | |||||
| Web-to-Case Form | 10 forms/module | 20 forms/module | 100 forms/module | ||
| Notify Owner | |||||
| Assignment Rules | 20 rules & 20 rule entries | 20 rules & 50 rule entries | 50 rules & 100 rule entries | ||
| Case Escalation Rules |
Data Administration
| File Storage (for Org.) | 1GB | 1GB | 1GB | 1GB | 1GB |
| Additional File Storage (for Org.) | $4/month for 5GB | $4/month for 5GB | $4/month for 5GB | $4/month for 5GB | |
| Data Storage (for Org.) | 5,000 records | 5,000 records | 5,000 records | 5,000 records | 5,000 records |
| Import Data | 1000/batch | 5000/batch | 5000/batch | 5000/batch | 5000/batch |
| Data Import - Clone option | |||||
| Data Import - Skip and Overwrite option | 5000 records/batch | 5000 records/batch | 5000 records/batch | 5000 records/batch | |
| Merge Duplicates -Find & Merge Option | |||||
| Import History | Past 60 days | Past 60 days | Past 60 days | Past 60 days | Past 60 days |
| Export Module Data | 1000 records/module | 3000 records/module | 3000 records/module | 3000 records/module | 3000 records/module |
| Data Backup | $12 /request | $12 /request | $12 /request | $12 /request | $12 /request |
| CRM Variables | 11 groups + 25 entry/group | 11 groups + 25 entry/group |
Security Management
| Users | 3 Users (Free) | $14 /user license/month billed annually or $20 month-to-month | $23 /user license/month billed annually or $35 month-to-month | $40 /user license/month billed annually or $50 month-to-month | $52 /user license/month billed annually or $65 month-to-month |
| Customize User Layout | 10 custom fields | 50 custom fields | 50 custom fields | 50 custom fields | |
| Profiles | 2 | 5 | 15 | 25 | 50 |
| Roles | 2 | 5 | 25 | 250 | 500 |
| Reporting Hierarchy | |||||
| Territory Management | 150 | 250 | |||
| Groups | 20 | 30 | 50 | 100 | |
| Field-Level Security | |||||
| Custom Links | 10 links/module | 10 links/module | 50 links/module | ||
| Default Data Sharing Settings | |||||
| Public Read Only (in Default Data Sharing Settings) | |||||
| Data Sharing Rules | 15 rules/module | 50 rules/module | |||
| Audit Logs | |||||
| Record Sharing | |||||
| Data Encryption | 3 fields/module | 5 fields/module | |||
| GDPR Compliance Settings |
Product Customization
Customization Features Maximum limit for individual field typesSpecial Fields
| Home Page Components | 5 | 10 | 10 | 10 | 10 |
| Organize Tabs | |||||
| Rename Tabs | |||||
| Group Tabs | 10 groups | 10 groups | 25 groups | 50 groups | |
| Custom Modules | 100 modules (2 modules/user license) | 500 modules (5 modules/user license) | |||
| Layout Editor | |||||
| Page Layouts | 3 layouts/module. Not applicable for Events module. | 6 layouts/module. Not applicable for Events module. | |||
| Layout Rules | 10/layout | 10/layout | |||
| Validation Rules | 5 rules per module | 10 rules per module | 25 rules per layout | ||
| Subforms | 2 subforms per module | 5 subforms per module | |||
| Email Address Duplication Check | |||||
| Custom Fields (Includes all types of fields) | 10 fields/module | 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/module | 2 fields/module | 2 fields/module | 2 fields/module | |
| Picklist History Tracking | |||||
| Standard List Views | |||||
| Custom List Views | 5 list views/module | 50 list views/module | Unlimited | Unlimited | Unlimited |
| Records in List Views | 50 | 50 | 50 | 50 | 50 |
| Kanban View | Only for the Deals and Activities modules | Only for the Deals and Activities modules | Only for the Deals and Activities modules | ||
| Canvas View | 3 views/user/module | 5 views/user/module | |||
| Modify Criteria Pattern | |||||
| Last Activity Time in Criteria | |||||
| Custom Related Lists | 5 custom related lists/module | 10 custom related lists/module | |||
| Customize Search Layout | |||||
| Customize Related Lists Columns | |||||
| Custom Buttons | 50/module | 250/module | |||
| Personal Fields (Marking fields as personal) | 30 fields/module | 30 fields/module | 30 fields/module | 30 fields/module | 30 fields/module |
| Web Tabs | 25 | 25 | |||
| Multiple Sales Pipeline (Only for Deals module) | 3/module | 3/module | 3/module | 3/module |
Automation
| Workflow Rules | 1 rule/module | 6 rules/module 5 conditions/rule | 20 rules/module 5 conditions/rule | 50 rules/module 10 conditions/rule | 50 rules/module 10 conditions/rule |
| Scheduled Action | 5 actions/condition | 5 actions/condition | |||
| Workflow Usage | |||||
| Tasks | 5 tasks/action | 5 tasks/action | 5 tasks/action | 5 tasks/action | 5 tasks/action |
| Reminder for Workflow Tasks | |||||
| Email Notifications | 5 email notifications/action, 50 emails/user license, 150 emails/day (whichever is lower) | 5 email notifications/action, 50 emails/user license, 150 emails/day (whichever is lower) | 5 email notifications/action, 50 emails/user license, 150 emails/day (whichever is lower) | 5 email notifications/action, 50 emails/user license, 150 emails/day (whichever is lower) | 5 email notifications/Action, 50 emails/User License, 150 emails/Day (whichever is lesser) |
| Record Owner, Record Creator, Record Owners Manager (options in Alert) | |||||
| Using Email field from the Module & Related Modules | |||||
| Field Updates | 3 field updates/action | 3 field updates/action | 3 field updates/action | ||
| Delete (Execute On Record Action) | |||||
| Field Update (Execute On Record Action) | |||||
| Workflow Convert | |||||
| Execute Based on Date Field Value | |||||
| Execute Based on Record's Score | |||||
| Webhooks | 1/action 50 calls/day | 1/action 50 calls/day | 1/action 50 calls/day | ||
| Functions | 1 Instant Action and 5 Time-Based Actions per Rule | 1 Instant Action and 5 Time-Based Actions per Rule | |||
| Custom Schedules | |||||
| Approval Process | |||||
| Blueprint | 3 Blueprints (Includes the default Blueprints) | 20 Blueprints (Includes the default Blueprints) | 100 Blueprints (Includes the default Blueprints) | ||
| Clone Blueprint |
Web Forms
| Forms for Leads/Contacts | 1 form/module | 5 forms/module | 10 forms/module | 20 forms/module | 100 forms/module |
| Approve Records | |||||
| Assignment Rules | 20 rules & 20 rule entries | 20 rules & 50 rule entries | 50 rules & 100 rule entries | ||
| Auto Response Rules | |||||
| Unsubscribe Form | |||||
| Notify Record Owner |
| Zoho Mail Add-on | |||||
| IMAP | |||||
| Email Insights | (Note: Includes response tracking & limited options under advanced filters.) | ||||
| Organization Emails | |||||
| BCC Dropbox | 2 approved email addresses | 5 approved email addresses | 5 approved email addresses | 10 approved email addresses | |
| Plug-in for Microsoft Outlook | |||||
| Zoho CRM for Office 365 | |||||
| Attachments in Email | 3MB | 10MB | 10MB | 10MB | 10 MB |
| Email Sharing | |||||
| Email Authentication | 1 Domain | 5 Domains | 10 Domains | 20 Domains | 20 Domains |
| Email Parser | |||||
| Email Association with Deals | |||||
| Email Relay | 10 relay servers | 20 relay servers | 20 relay servers |
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 | |||||
| Manage Mail Add-on Users | |||||
| Zoho Creator Integration | |||||
| Visitor Tracking Zoho SalesIQ Integration | |||||
| Zoho Survey Integration | |||||
| Survey Creation in Campaigns Module | |||||
| Zoho Writer Add-on | |||||
| SalesInbox | |||||
| Zoho Desk Integration | |||||
| Zoho Projects Integration | |||||
| Zoho Finance Suite Integration | |||||
| Zoho PhoneBridge | |||||
| Zoho Reports Integration | |||||
| Zoho Campaigns Integration | |||||
| Zoho Forms Integration | |||||
| Zoho Webinar Integration | |||||
| Zoho Backstage Integration | |||||
| Zoho Meetings Integration | |||||
| Plug-in for Microsoft Office Mail Merge Templates | |||||
| Attach from Zoho Docs | |||||
| Attach from Google Docs | |||||
| Google Calendar Synchronization (For Google Users) | |||||
| Google Contacts Synchronization (For Google Users) | |||||
| Advanced Gamification (Zoho Motivator Integration) | |||||
| Slack Integration | |||||
| Zoho CRM Mobile Edition | |||||
| Check-in |
Google Workspace
| Export Events to Google Calendar | |||||
| Export to Google Tasks | |||||
| Synchronize Google Calendar (For Google Workspace Users) | |||||
| Synchronize Google Contact (For Google Workspace Users) | |||||
| Zoho CRM Web Forms for Google Sites | 1/module | 10/module | 20/module | 100/module |
Developer Space
| APIs (Max allowed credits) More details on limits | 5000 credits/day/org. | 100,000 credits/day/org. | 500,000 credits/day/org. | 1,000,000 credits/day/org. | Unlimited (2000/user) |
| Functions - (Max allowed credits) More details on limits | 15,000 credits/day/org. | 20,000 credits/day/org. | 100,000 credits/day/org. | Unlimited (1000/user license) | |
| Client Scripts | |||||
| Widgets | |||||
| Connections |
General
| Personal Settings | |||||
| Company Logo and Theme | |||||
| Fiscal Year | |||||
| Business Hours | |||||
| Business Card View | |||||
| Calendar | |||||
| Calendar Synchronization (CalDAV Access) | |||||
| Advanced filters | |||||
| Gamescope | |||||
| Tags for Records | 5 tags per record 20 tags per module | 10 tags per record 60 tags per module | 10 tags per record 100 tags per module | 10 tags per record 200 tags per module | |
| Sticky Notes | |||||
| Sandbox | |||||
| Portals | 1 Default portal/org for Contacts module (10 users) | 1 Default portal/org for Contacts module (10 users) |