Features

• Free for 3 Users
• Leads
• Contacts
• Accounts
• Deals
• Tasks, events, call log, and notes
• CRM views
• Advanced filters
• Page customization
• Rename tabs
• Custom list views : 5 per module
• Workflow Rules
• Email Notifications per day : 50 emails/user license, 150 emails/day (whichever is lower)
• Standard reports
• Email templates : 10
• Email opt-out
• Email Authentication
• Web-to-lead form : 1 form/module
• Web-to-contact form : 1 form/module
• Calendar
• Status updates
• Direct messages
• Attach files to feeds
• Follow-up rules
• Business hours
• Folder sharing
• Attach documents
• File versioning
• Reviews
• Free storage/org : 1 GB
• Data Administration
  • 1-200 Users
    • Data storage : 5,000 records (10 MB)
  • Above 200 Users
    • Data storage : 5,000 records (10 MB)
    • Import data (per batch) : 1000 records
    • Export module data
    • Additional Data backup : $12 per request
    • Import history
• Profiles
• Organizational hierarchy (Roles)
• GDPR Compliance
• Multiple Organization Support
• API : 5,000 credits per day per org
• Website visitor tracking
• Basic : Support

Features

• Includes features of Free plan, plus
• Sales forecasting
• BCC dropbox for email
• Email insights
• Multiple currencies
• Scoring rules : 10 fields/module
• Reminders
• Multiple Pipelines
• Custom fields : 10 fields/module
• Canvas Detailed View : 1 view/org
• Custom list views : 50/module
• Tab groups
• Email Notifications per day : 100 emails/user license, 5,000 emails/day (whichever is lower)
• Custom reports : 100
• Schedule reports
• Charts
• KPI
• Standard dashboards
• Custom dashboards : 10 Dashboards
• Zoho CRM Analytics Mobile App
• Enrich data with Twitter profile
• Enrich data with Facebook profile
• Social tab
• Automated Lead Generation from social media
• Social interaction with leads/contacts
• Social Lite
• Email templates : 100
• Mass email
• Marketing campaigns
• Web-to-lead form : 5 forms/module
• Web-to-contact form : 5 forms/module
• Notify owner
• Calendar sync through CalDAV
• Calendar Booking
• Groups for team collaboration
• Tagging
• Free storage/user license : 512 MB
• Additional file storage : $4 per Month per 5GB
• Data Administration
  • 1-200 Users
    • Data storage : 100,000 records (200 MB)
  • Above 200 Users
    • Data storage : 100,000 records (200 MB)
  • Import data (per batch) : 10,000 records
  • Free Data backup : 2 backups/month
  • Groups : 20
  • Audit Logs
  • Allowed IPs
• API : 100,000 credits/day/org.
• Add-Ons and Integrations
  • Online Meetings : Zoom, GoToMeeting, Zoho Meeting and 12 others
  • Telephony and PBX : Ring.io, Amazon Connect, Zoho PhoneBridge and 106 others
  • Team Collaboration : Slack, Teams, Zoho Cliq and 9 others
  • Office Productivity : Zapier, Trello, Zoho Flow and 26 others
  • Storage : Google Drive, Dropbox, Zoho Workdrive and 4 others
  • Analytics : Zoho Analytics, Google Analytics, dotConnect and 10 others
  • Email Marketing : Mailchimp, Zoho Campaigns and 4 others
  • Customer Service : Zendesk, Zoho Desk and 15 others
  • Finance : PayPal, Quickbooks, Pay U and 18 others
  • Business Operations : Amazon Seller Central and 15 others
  • Maps and route planning
  • Integration with Microsoft 365
• Integration with Google Workspace
  • Zoho CRM contextual gadget for Gmail
  • Export events to Google Calendar
  • Export to Google Tasks
  • Zoho CRM web forms for Google Sites : 1/module
  • Synchronize Google Calendar
  • Synchronize Google Contact
• Support
  • Classic
  • Premium : Paid
  • Enterprise : Paid

Features

• Includes features of Standard plan, plus
• Macros
• SalesSignals
• Scoring rules : 20 fields/module
• Assignment rules
• Email Association with Deals
• Custom fields : 155 fields/module
• Custom links
• Canvas Detailed View : 3 views/org
• Validation Rules : 5 rules/layout
• Custom list views : Unlimited
• Active Blueprints : 3
• Webhooks per day : 1/action 50,000 calls/day or 100 calls/user license/day Limit applicable for the org. (whichever is lower)
• Email Notifications per day : 200 emails/user license, 10,000 emails/day (whichever is lower)
• Custom reports : Unlimited
• Custom dashboards : Unlimited
• Email templates : Unlimited
• Email relay
• Zoho CRM for Google Ads
• Web-to-lead form : 10 forms/module
• Web-to-contact form : 10 forms/module
• Web-to-case form
• Motivator
• Inventory Management
  • Products
  • Price books
  • Sales quotes
  • Sales orders
  • Invoices
  • Vendors
  • Purchase orders
• Customer Support
  • Cases
  • Solutions
  • Web-to-case form : 10 forms/module
• Data Administration
  • 1-200 Users
    • Data storage : 10 GB (5M records approx)
    • Additional Storage per user license : 20 MB
    • Additional data storage : $4/100 MB
  • Above 200 Users
    • Data storage : 10 GB (5M records approx)
    • Additional Storage per user license : 20 MB
    • Additional data storage : $2/100 MB
  • Import data (per batch) : 20,000 records
  • De-duplicate data
• Security Administration
  • Field-level security
  • Groups : 30
• API : 500,000 credits/day/org.
• Integration with Microsoft
  • Plug-in for Microsoft Outlook
• Integration with Google Workspace
  • Zoho CRM web forms for Google Sites : 10/module

Features

• Includes features of Professional plan, plus
• Contextual custom related lists
• Custom signals
• Scoring rules : 30 fields/module
• Email parser
• Wizards
• Multiple Scoring Rules : 25 rules/module
• Custom fields : 300 fields/module
• Picklist history tracking
• Web tabs
• Custom modules : 100 modules (2 modules/user license)
• Custom buttons
• Sandbox : Configuration type - 3, Configuration and Data type - 2
• Page layouts
• Canvas view : 3 views/user/module
• Canvas Detailed View : 5 views/org
• Layout Rules
• Validation Rules : 10 rules/layout
• Subforms
• Translations
• Approval Process
• Schedules
• Active Blueprints : 50
• Webhooks per day : 1/action 500,000 calls/day or 500 calls/user license/day Limit applicable for the org. (whichever is lower)
• Email Notifications per day : 500 emails/user license, 25,000 emails/day (whichever is lower)
• Review Process
• CommandCenter
• Data Enrichment
• Conversational AI
• Zia Reminder
• Best time to contact
• Macro suggestion
• Zia Intelligence for Automation
• Prediction Builder : 2 Prediction models/Org
• Assignment suggestion by Zia
• Workflow suggestions by Zia
• AI for emails
• Recommendation engine : 1 recommendation model/Org
• Image Validation : 1 rule/Org
• Recommendations Notifications : 5 Notifications/Configuration
• Funnels
• Target Meter
• Comparator
• Cohorts
• Quadrants
• Zone
• Anomaly Detectors (Powered by Zia) : 10 trends Additional 1/user (Maximum 50)
• Webform Analytics
• Webform A/B Testing
• Analytics - Enhancements in Anomaly Component with notifications in Zia
• Workflow reports
• Marketing Attribution
• Customer segmentation
• Auto-responders
• Web-to-lead form : 20 forms/module
• Web-to-contact form : 20 forms/module
• Web-to-case form : 20 forms/module
• Case escalation rules
• Portals
• Free storage/user license : 1 GB
• Data Administration
  • 1-200 Users
    • Data storage : 10 GB (5M records approx)
    • Additional Storage per user license : 50 MB
    • Additional data storage : $4/100 MB
  • Above 200 Users
    • Data storage : 15 GB (7.5M records approx)
    • Additional Storage per user license : 50 MB
    • Additional data storage : $2/100 MB
  • Import data (per batch) : 30,000 records
• Security Administration
  • Reporting Hierarchy
  • Data sharing rules : 15 rules/module
  • Groups : 50
  • Record-level sharing
  • Data Encryption (EAR)
  • Territory management : 150 territories
• Developers Tools
  • Client Scripts
  • Mobile SDK
  • Web Apps SDK
  • Widgets
  • Connections
  • API : 1,000,000 credits/day/org (1000/user license)
  • Functions : 200,000 credits/day/org (500/user license).
• Integration with Google Workspaces
  • Zoho CRM web forms for Google Sites : 20/module

Features

• Includes features of Enterprise plan, plus
• Scoring rules : 50 fields/module
• Multiple Scoring Rules : 40 rules/module
• Custom fields : 500 fields/module
• Custom modules : 500 modules (5 modules/user license)
• Sandbox : Configuration type - 7, Configuration and Data type - 3
• Canvas view : 25 views/org
• Validation Rules : 25 rules/layout
• Active Blueprints : 100
• Webhooks per day : 1/action 1,000,000 calls/day or 1000 calls/user/day Limit applicable for the org. (whichever is lower)
• Email Notifications per day : 1,000 emails/user license, 50,000 emails/day (whichever is lower)
• Prediction Builder : 20 Prediction models/Org
• Recommendation engine : 10 recommendation models/Org
• Image Validation : 20 rules/Org
• Anomaly Detectors (Powered by Zia) : 20 trends Additional 2/user (Maximum 100)
• Web-to-lead form : 100 forms/module
• Web-to-contact form : 100 forms/module
• Web-to-case form : 100 forms/module
• Free storage/org : 5 GB
• Free storage/user license : 1 GB
• Additional file storage : $4 per month per 5GB
• Data Administration
  • 1-200 Users
    • Data storage : 10 GB (5M records approx)
    • Additional Storage per user license : 100 MB
    • Additional data storage : $4/100 MB
  • Above 200 Users
    • Data storage : 30 GB (15M records approx)
    • Additional Storage per user license : 100 MB
    • Additional data storage : $4/100 MB
  • Import data (per batch) : 50,000 records
  • Free Data backup : 4 backups/month
• Security Administration
  • Data sharing rules : 100 rules/module
  • Groups : 250
  • Territory management : 250 territories
• API : Unlimited credits/day/org (2000/user license).
• Functions : Unlimited credits/day/org (1000/user license)
• Integration with Google Workspace
  • Zoho CRM web forms for Google Sites : 100/module