Compare Zoho CRM Editions

1 zoho CRM EditionsFeaturesFreeStandardProfessional Most Popular EnterpriseUltimatePricing (Local taxes will be charged in addition to the prices mentioned.)Billed AnnuallyFree for 3 users$14/user/month$23/user/month$40/use r/month$52/user/monthBilled MonthlyFree for 3 users$20/user$35/user$50/user$65/userSal es Force AutomationLeadscirclecirclecirclecirclec ircleContactscirclecirclecirclecirclecir cleAccountscirclecirclecirclecirclecircl eDealscirclecirclecirclecirclecircleTask s, events, call log, and notescirclecirclecirclecirclecircleCRM viewscirclecirclecirclecirclecircleSales forecastingcirclecirclecirclecircleBCC dropbox for emailcirclecirclecirclecircleEmail insightscirclecirclecirclecircleMacrosci rclecirclecircleMultiple currenciescirclecirclecirclecircleContex tual custom related listscirclecircleSalesSignalscirclecircl ecircleCustom signalscirclecircleAdvanced filterscirclecirclecirclecirclecircleSco ring rules10 fields/module20 fields/module30 fields/module50 fields/moduleAssignment rulescirclecirclecircleReminderscircleci rclecirclecircleEmail parser circlecirclecircle Indicates the feature is available in this version

2 | $ Indicates that the feature is available as a paid Popular EnterpriseUltimateEmail Association with Deals circlecirclecircleWizardscirclecircleMul tiple PipelinescirclecirclecirclecircleMultipl e Scoring Rules25 rules/module40 rules/moduleProduct CustomizationPage customizationcirclecirclecirclecirclecir cleRename tabscirclecirclecirclecirclecircleCustom fields10 fields/module155 fields/module300 fields/module500 fields/modulePicklist history trackingcirclecircleCustom linkscirclecirclecircleWeb tabscirclecircleCustom modules100 modules(2 modules/user license)500 modules(5 modules/user license)Custom buttonscirclecircleSandboxConfigurationt ype - 3,Configuration and Data type - 2 Configurationtype - 7,Configuration and Data type - 3 Page layoutscirclecircleCanvas View3 views/user/module5 views/user/moduleCanvas Detailed View1 view/org3 views/org5 views/org25 views/orgLayout RulescirclecircleValidation Rules5 rules/layout10 rules/layout25 rules/layoutSubformscirclecircleTranslat ionscirclecircleCustom list views5/module50/moduleUnlimitedUnlimited UnlimitedTab groupscirclecirclecirclecircleAutomation & Process ManagementWorkflow rulescirclecirclecirclecirclecircleAppro val Popular EnterpriseUltimateActive Blueprints(No.)

3 Of Blueprints allowed per organization (inclusive of default Blueprints))350100 Webhooks per day1/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 Limitapplicable 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)Email notificationsper day 50 emails/user license, 150 emails/day (whichever is lower)100 emails/user license, 5,000 emails/day(whichever is lower)200 emails/user license, 10,000 emails/day(whichever is lower)500 emails/user license, 25,000 emails/day(whichever is lower)1,000 emails/user license, 50,000 emails/day(whichever is lower)Review ProcesscirclecircleCommandCentercircleci rclePrediction & Artificial Intelligence (ZIA)Data Enrichment (Available only in English)circlecircleConversational AI (Supported in English only)

4 CirclecircleZia Reminder circlecircleBest time to contactcirclecircleMacro suggestioncirclecircleZia Intelligence forAutomationcirclecirclePrediction Builder2 Prediction models/org20 Predictionmodels/orgAssignment suggestion by ZiacirclecircleWorkflow suggestions by ZiacirclecircleAI for emails(Data enrichment from email signatures, capture events from emails, intent andsentiment analysis of emails for organizations with above 20 users.)circlecircleRecommendationengine (For organizations with 20 users and above.)1recommendation model/org10 recommendation models/orgImage Validation1 rule/org20 rules/orgRecommendationsNotifications5 Notifications/Configuration5 Popular EnterpriseUltimateReportsStandard reportscirclecirclecirclecirclecircleCus tom reports100 UnlimitedUnlimitedUnlimitedSchedule reportscirclecirclecirclecircleAnalytics & MeasurementChartscirclecirclecirclecircl eKPIcirclecirclecirclecircleFunnelscircl ecircleTarget MetercirclecircleComparator circlecircleCohortscirclecircleQuadrants circlecircleZonecirclecircleAnomaly Detectors(Powered by Zia)10 trendsAdditional 1/user (Maximum 50)20 trendsAdditional 2/user (Maximum 100)

5 Standard dashboardscirclecirclecirclecircleCustom dashboards10 DashboardsUnlimitedUnlimitedUnlimitedWeb form AnalyticscirclecircleWebform A/B TestingcirclecircleZoho CRM Analytics Mobile AppcirclecirclecirclecircleAnalytics - Enhancements in Anomaly Component with notifications in ZiacirclecircleWorkflow reports circlecircleSocialEnrich data withTwitter profilecirclecirclecirclecircleEnrich data withFacebook ProfilecirclecirclecirclecircleSocial tabcirclecirclecirclecircleAutomated LeadGeneration from social Popular EnterpriseUltimateSocial interaction with leads/contactscirclecirclecirclecircleSo cial Lite (An exclusive edition of zoho Social comes bundled with zoho CRM.)

6 Learn more)circlecirclecirclecircleMarketing AutomationEmail templates10100 UnlimitedUnlimitedUnlimitedEmail opt-outcirclecirclecirclecirclecircleMas s email (0-100 users) (This limit applies only to the org s sales activities. Kindly check zoho Campaigns for campaigning purpose.)circlecirclecirclecircleEmail relaycirclecirclecircleEmail Authenticationcirclecirclecirclecircleci rcleMarketing campaignscirclecirclecirclecircleMarketi ng AttributioncirclecircleCustomer segmentationcirclecircleAuto-respondersc irclecircleZoho CRM for Google AdscirclecirclecircleWeb FormsWeb-to-lead form1 form/module5 forms/module10 forms/module20 forms/module100 forms/moduleWeb-to-contact form1 form/module5 forms/module10 forms/module20 forms/module100 forms/moduleWeb-to-case formcirclecirclecircleNotify ownercirclecirclecirclecircleTeam CollaborationMotivator for zoho CRMcirclecirclecircleCalendarcirclecircl ecirclecirclecircleCalendar

7 Sync through CalDAVcirclecirclecirclecircleCalendar BookingcirclecirclecirclecircleStatus updatescirclecirclecirclecirclecircleDir ect messagescirclecirclecirclecirclecircleAt tach files to Popular EnterpriseUltimateFollow-up rulescirclecirclecirclecirclecircleGroup s for team collaborationcirclecirclecirclecircleTag gingcirclecirclecirclecircleInventory ManagementProductscirclecirclecirclePric e bookscirclecirclecircleSales quotescirclecirclecircleSales orderscirclecirclecircleInvoicescircleci rclecircleVendorscirclecirclecirclePurch ase orderscirclecirclecircleCustomer SupportCasescirclecirclecircleSolutionsc irclecirclecircleWeb-to-case form10 forms/module20 forms/module100 forms/moduleBusiness hourscirclecirclecirclecirclecircleCase escalation rulescirclecircleUser PortalPortals (First portal user type creation is free with 10k portal invites.)

8 Additional portals could be purchased within the product.)circlecircleDocument LibraryFolder sharingcirclecirclecirclecirclecircleAtt ach documentscirclecirclecirclecirclecircleF ile versioningcirclecirclecirclecirclecircle ReviewscirclecirclecirclecirclecircleFil e StorageFree storage/org1 GB1 GB1 GB1 GB5 Popular EnterpriseUltimateFree storage/user license512 MB512 MB1 GB1 GBAdditional file storage$ $ $ $ Administration1-200 userData storage (all modules)5,000 records(10 MB)100,000 records (200 MB)10 GB (5M records approx)10 GB (5M records approx)10 GB (5M records approx)Additional Storage per user license20 MB50 MB100 MBAdditional data storage (Price mentioned is per month.

9 Purchase available offline.)$4/100 MB$4/100 MB$4/100 MBAbove 200 usersData storage (all modules)5,000 records(10 MB)100,000 records (200 MB)10 GB(5M recordsapprox)15 GB( recordsapprox)30 GB(15M recordsapprox)Additional Storage per user license20 MB50 MB100 MBAdditional data storage (Price mentioned is per month. Purchase available offline.)$2/100 MB$2/100 MB$2/100 MBImport data (records/batch)1000 records10,000 records20,000 records30,000 records50,000 recordsExport module datacirclecirclecirclecirclecircleFree Data backup2 backups/month2 backups/month2 backups/month4 backups/monthAdditional data backup$12/request$12/request$12/request$ 12/request$12/requestDe-duplicate datacirclecirclecircleImport historycirclecirclecirclecirclecircleSec urity AdministrationProfilescirclecirclecircle circlecircleOrganizationalhierarchy (Roles)

10 CirclecirclecirclecirclecircleReporting HierarchycirclecircleField-level securitycirclecirclecircleData sharing rules15 rules/module100 rules/moduleGroups203050250 Record-level Popular EnterpriseUltimateData Encryption (EAR)circlecircleTerritory management150 territories250 territoriesAudit LogscirclecirclecirclecircleAllowed IPscirclecirclecirclecircleGDPR Compliancecirclecirclecirclecirclecircle Multiple OrganizationSupport (i - Super admins can create upto 5 orgs, Users can be a part of upto 10 orgs) circlecirclecirclecirclecircleDeveloper ToolsClient ScriptscirclecircleMobile SDKcirclecircleWeb Apps SDKcirclecircleWidgetscirclecircleConnec tionscirclecircleAPI (API limits vary based upon user license purchased.)