compare zoho crm editions. · plug‑in for microsoft 365 ‑ p p p integration with g-suite zoho...
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www.zoho.com/crm 1
Compare Zoho CRM editions.
Standard
ProfessionalMost Popular
Enterprise Ultimate
Pricing (plus tax, as applicable)
Billed Annually $12/user/month $20/user/month $35/user/month $45/user/month
Billed monthly $18/user $30/user $45/user $55/user
Sales Force Automation
Leads P P P P
Contacts P P P P
Accounts P P P P
Deals P P P P
Tasks, events, call log, and notes P P P P
CRM views P P P P
Sales forecasting P P P P
BCC dropbox for email P P P P
Email insights P P P P
Macros ‑ P P P
Multiple currencies ‑ ‑ P P
Contextual custom related lists ‑ ‑ P P
SalesSignals ‑ P P P
Advanced filters P P P P
Scoring rules 10 fields/module 20 fields/module 30 fields/module 50 fields/module
Assignment rules ‑ P P P
Reminders P P P P
Email parser ‑ ‑ P P
Email Association with Deals ‑ P P P
www.zoho.com/crm 2
Standard
ProfessionalMost Popular
Enterprise Ultimate
Product Customization
Page customization P P P P
Rename tabs P P P P
Custom fields P P P P
Picklist history tracking ‑ ‑ P P
Custom links ‑ P P P
Web tabs ‑ ‑ P P
Custom modules ‑ ‑100 modules
(2 modules/user license)
500 modules(5 modules/user
license)
Custom buttons ‑ ‑ P P
Sandbox ‑ ‑ P P
Page layouts ‑ ‑ P P
Canvas View ‑ ‑ P P
Layout Rules ‑ ‑ P P
Validation Rules ‑ 5 rules/layout 10 rules/layout 25 rules/layout
Subforms ‑ ‑ P P
Translations ‑ ‑ P P
Custom list views 50/module Unlimited Unlimited Unlimited
Tab groups P P P P
Automation & Process Management
Workflow rules P P P P
Approval Process ‑ ‑ P P
Schedules ‑ ‑ P P
Active Blueprints (No. of Blueprints allowed per organization (inclusive of default Blueprints))
‑ 3 20 100
Webhooks per day ‑ 10,000 calls/day 100,000 calls/day 500,000 calls/day
Emails per day 5000 emails/day 10,000 emails/day 25,000 emails/day 50,000 emails/day
Artificial Intelligence (ZIA)
Lead Conversion Prediction ‑ ‑ P P
www.zoho.com/crm 3
Standard
ProfessionalMost Popular
Enterprise Ultimate
Deal Closure Prediction ‑ ‑ P P
Data Enrichment ‑ ‑ P P
Zia Voice (Supported in English only.) ‑ ‑ P P
Zia Reminder ‑ ‑ P P
Best time to contact ‑ ‑ P P
Macro suggestion ‑ ‑ P P
Zia Intelligence for Automation ‑ ‑ P P
Reports
Standard reports P P P P
Custom reports 100 Unlimited Unlimited Unlimited
Schedule reports P P P P
Analytics
Charts P P P P
KPI P P P P
Funnels ‑ ‑ P P
Target Meter ‑ ‑ P P
Comparator ‑ ‑ P P
Anomaly Detectors(Powered by Zia) ‑ ‑
10 trends Additional 1/user
(Maximum 50)
20 trends Additional 2/user (Maximum 100)
Standard dashboards P P P P
Custom dashboards 10 Dashboards Unlimited Unlimited Unlimited
Social
Enrich data with Twitter profile P P P P
Enrich data with Facebook Profile P P P P
Social tab P P P P
Automated Lead Generation from social media P P P P
Social interaction with leads/contacts P P P P
Social Lite (An exclusive edition of Zoho Social comes bundled with Zoho CRM.)
P P P P
www.zoho.com/crm 4
Standard
ProfessionalMost Popular
Enterprise Ultimate
Marketing Automation
Email templates 100 Unlimited Unlimited Unlimited
Email opt‑out P P P P
Website visitor tracking (Track up to 5k website visitors for free with Zoho SalesIQ. Track any number of visitors with Zoho SalesIQ’s paid plans.)
P P P P
Mass email P P P P
Email relay ‑ P P P
Email Authentication P P P P
Marketing campaigns P P P P
Auto‑responders ‑ ‑ P P
Zoho CRM for Google Ads ‑ P P P
Web Forms
Web‑to‑lead form 5 forms/module 10 forms/module 20 forms/module 100 forms/module
Web‑to‑contact form 5 forms/module 10 forms/module 20 forms/module 100 forms/module
Web‑to‑case form ‑ P P P
Notify owner P P P P
Team Collaboration
Gamescope ‑ P P P
Calendar P P P P
Calendar sync through CalDAV P P P P
Calendar Booking P P P P
Status updates P P P P
Direct messages P P P P
Attach files to feeds P P P P
Follow‑up rules P P P P
Groups for team collaboration P P P P
Tagging P P P P
www.zoho.com/crm 5
Standard
ProfessionalMost Popular
Enterprise Ultimate
Inventory Management
Products ‑ P P P
Price books ‑ P P P
Sales quotes ‑ P P P
Sales orders ‑ P P P
Invoices ‑ P P P
Vendors ‑ P P P
Purchase orders ‑ P P P
Customer Support
Cases ‑ P P P
Solutions ‑ P P P
Web‑to‑case form ‑ 10 forms/module 20 forms/module 100 forms/module
Business hours P P P P
Case escalation rules ‑ ‑ P P
User Portal
Portals ( First portal user type creation is free and only upto 10k client based users can be invited for free. Creation of more than one portal user type will include pricing. )
‑ ‑ P P
Document Library
Folder sharing P P P P
Attach documents P P P P
File versioning P P P P
Reviews P P P P
File Storage
Free storage/org 1 GB 1 GB 1 GB 5 GB
Free storage/user license 512 MB 512 MB 1 GB 1 GB
Additional storage $4/month/5GB $4/month/5GB $4/month/5GB $4/month/5GB
www.zoho.com/crm 6
Standard
ProfessionalMost Popular
Enterprise Ultimate
Data Administration
1-200 user
Data storage (all modules)100,000 records
(200 MB)10 GB (5M records
approx)10 GB (5M records
approx)10 GB (5M records
approx)
Storage per user license ‑ 20 MB 50 MB 100 MB
Additional data storage (Price mentioned is per month. Purchase available offline.)
‑ $4/100 MB $4/100 MB $4/100 MB
Above 200 users
Data storage (all modules)100,000 records
(200 MB)10 GB (5M records
approx)
15 GB (7.5M records
approx)
30 GB (15M records
approx)
Storage per user license ‑ 20 MB 50 MB 100 MB
Additional data storage (Price mentioned is per month. Purchase available offline.)
‑ $2/100 MB $2/100 MB $2/100 MB
Import data (per batch) 10,000 20,000 30,000 50,000
Export module data P P P P
Free Data backup 2 backups/month 2 backups/month 2 backups/month 4 backups/month
Additional data backup $5 /request $5 /request $5 /request $5 /request
De‑duplicate data ‑ P P P
Import history P P P P
Security Administration
Profiles 5 15 25 50
Organizational hierarchy (Roles) 5 25 250 500
Reporting Hierarchy ‑ ‑ P P
Field‑level security ‑ P P P
Data sharing rules ‑ ‑ 15 rules/module 100 rules/module
Groups 20 30 50 250
Record‑level sharing ‑ ‑ P P
Data Encryption (EAR) ‑ ‑ P P
Territory management ‑ ‑ 150 territories 250 territories
www.zoho.com/crm 7
Standard
ProfessionalMost Popular
Enterprise Ultimate
Audit Logs P P P P
Allowed IPs P P P P
Add-ons & Integrations *
CRM Marketplace(Extensions for Zoho CRM) P P P P
Zoho PhoneBridgefor Call Centers P P P P
Integration with Online Meeting providers (Integrations available with Hosted and On Premise Meeting providers)
P P P P
Integration with Zoho Campaigns P P P P
Integration with Zoho Meeting P P P P
Integration with Zoho Analytics P P P P
Integration with Zoho Projects P P P P
Integration with Zoho SalesIQ P P P P
Integration with Zoho Desk P P P P
Integration with Zoho Cliq P P P P
Zoho Survey Integration (Survey campaigns can only be created in Enterprise edition and above)
P P P P
Integration with Zoho Social P P P P
Integration with Zoho Forms P P P P
Zoho Mail Add‑on ‑ P P P
Zoho Writer Add‑on ‑ P P P
Zoho Finance Suite Integration (Includes Zoho Books, Zoho Invoice, Zoho Expense, Zoho Inventory and Zoho Subscriptions.)
‑ P P P
Zoho Webinar Integration ‑ ‑ P P
Zoho Backstage Integration ‑ ‑ P P
Integration with Zoho Creator ‑ ‑ P P
Slack Integration P P P P
Zoho SalesInbox ‑ ‑ P P
www.zoho.com/crm 8
Standard
ProfessionalMost Popular
Enterprise Ultimate
Integration with Microsoft
Plug‑in for Microsoft Outlook ‑ P P P
Plug‑in for Microsoft 365 ‑ P P P
Integration with G-Suite
Zoho CRM contextual gadget for Gmail P P P P
Export events to Google Calendar P P P P
Export to Google Tasks P P P P
Zoho CRM web forms forGoogle Sites 1/module 10/module 20/module 100/module
Synchronize Google Calendar P P P P
Synchronize Google Contact P P P P
Developer Tools
Mobile SDK ‑ ‑ P P
Web Apps SDK ‑ ‑ P P
Widgets ‑ ‑ P P
Connections ‑ ‑ P P
APIs * *100000 credits/
day/org.500000 credits/
day/org.
1,000,000 credits/day/org (1000/
user)
Unlimited (2000/user)
Functions (Functions limits vary based upon user license purchased)
15,000 credits/day/org. (Available through extensions)
20,000 credits/day/org. (Available through extensions)
200,000 credits/day/org (500/user
license)
Unlimited (1000/user license)
Support
Basic P P P P
Classic P P P P
Premium Paid Paid Paid Paid
Enterprise Paid Paid Paid Paid
www.zoho.com/crm 9
* * API limits vary based upon user license purchased. Please visit here to know more.
* Integrations with third‑party vendors and products within the Zoho family often require paid licenses from both Zoho CRM and the integrated software.
Mobile features on every plan.
• Add voice notes
• Check‑in
• View customer location in Google Maps
• Collaborate using feeds
• Attach files from Zoho Docs
• Access customer emails
• Locate prospects anywhere across the globe
• Manage inventory
• Work offline
• Log phone calls
www.zoho.com/crm 10
Last updated on: May 2, 2020The information contained in this document represents the current views of Zoho CRM as of the date of the publication. Zoho CRM cannot guarantee the
accuracy of any information presented after the date of the publication. This document is for information only. Zoho CRM makes no warranties expressed or implied in this document. The names and logos for Zoho are trademarks of Zoho Corp.
© 2020, Zoho Corporation Pvt. Ltd. All rights reserved.
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Zoho CRM is a cloud-based software for managing your customer relationship in a better way. It helps streamline your organization-wide sales, marketing, customer support, and inventory management functions in a single system. We are light on your pocket and the features and integrations we give you are unmatched.
www.zoho.com/crm