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Pricing (plus tax, as applicable)     

Monthly pricing (Billed annually)Free for 3 users$1210 /user /month$2016 /user /month$35 30 /user /month$5040 /user /month

Monthly pricing (Billed monthly)Free for 3 users$1814 /user /month$3024 /user /month$45 36 /user /month$6050 /user /month

Support     

BasicYesYesYesYesYes

Classic-YesYesYesYes

Premium Premium support is included for free in Ultimate Edition. Learn more--$$Yes

Sales force automation     

LeadsYesYesYesYesYes

ContactsYesYesYesYesYes

AccountsYesYesYesYesYes

OpportunitiesYesYesYesYesYes

Tasks, events, call log, and notesYesYesYesYesYes

CRM viewsYesYesYesYesYes

Sales forecasting-YesYesYesYes

BCC dropbox for email--YesYesYes

Email insights-YesYesYesYes

Macros--YesYesYes

Multiple currencies---YesYes

Contextual custom related lists---YesYes

SalesSignals--YesYesYes

Advanced filtersYesyesyesYesYes

Scoring rules-10 rules/module20 rules/module30 rules/module30 rules/module

Reminders-yesyesYesYes

Email parser---YesYes

Product customization     

Page customizationYesYesYesYesYes

Rename tabsYesYesYesYesYes

Custom fields-10 fields/module150 fields/module
(Note: Activities module
has only 140 fields)
305 fields/module
(Note: Activities module
has only 230 fields)
305 fields/module
(Note: Activities module
has only 140 fields)

Custom links--10/module10/moduleYes

Web tabs---2525

Custom modules---50 modules50 modules

Custom buttons---50/module50/module

Sandbox New---YesYes

Page layouts---3/module3/module

Canvas New---YesYes

Layout Rules---10/layout10/layout

Validation Rules--5 rules/layout10 rules/layoutunlimited

Subforms---2/module2/module

Translations New---YesYes

Reporting Hierarchy New---YesYes

Multi-select Lookup---2/module2

Unique fields-2 fields/module2 fields/module2 fields/module2 fields/module

Custom list views5/module50/moduleUnlimitedUnlimitedUnlimited

Tab groups-10 groups10 groups25 groups25 groups

Workflow management     

Workflow rules1 rules/module6 rules/module
5 conditions/rule
20 rules/module
5 conditions/rule
50 rules/module
10 conditions/rule
50/module
50 entries/rule

Email Notifications (No. of Users * 100) or 5000 Emails can be sent per day depending on the lower limit.5 emails/action5 emails/action5 emails/action5 emails/action5 emails/action

Task Action5/action5/action5/action5/action5/action

Field update Action--3 updates/action3 updates/action3 updates/action

Webhook Action--1/action 10000 calls/day or
100 calls/user license
1/action 20000 calls/day or
500 calls/user license
1/action 20000 calls/day or
500 calls/user license

Convert Action-YesYesYesYes

Functions using Deluge script---1 Instant Action
and 5 Scheduled
Actions per Rule
1 Instant Action
and 5 TimeBased
Actions per Rule

Scheduled actions---5/workflow rule5/workflow rule

Workflow Usage---YesYes

Approval process---YesYes

Assignment rules--20 rules
&
20 rule entries
20 rules
&
50 rule entries
20 rules
&
50 rule entries

Schedules---YesYes

Case escalation rules---YesYes

Process Management     

Active Blueprints--320Yes

Common Transition per Blueprint--25Yes

Transition per Blueprint--10100Yes

Field count during Transition--410Yes

Artificial Intelligence (Zia)     

Lead Conversion Prediction New---YesYes

Deal Closure Prediction New---YesYes

Data Enrichment New---Extension ($)Yes

Zia Voice New Supported in English only.---YesYes

Zia Reminder New---yesYes

Best time to contact---YesYes

Macro suggestion---YesYes

Reports     

Standard reportsYesYesYesYesYes

Custom reports-100UnlimitedUnlimitedUnlimited

Schedule reports-20 Schedulers/user Maximum 100 schedulers/day for Org.20 Schedulers/user Maximum 100 schedulers/day for Org.20 Schedulers/user Maximum 100 schedulers/day for Org.20 Schedulers/user Maximum 100 schedulers/day for Org.

Analytics     

ChartYesYesYesYesYes

KPI New-YesYesYesYes

Funnel Analytics New---YesYes

Target New---YesYes

Comparator New---YesYes

Anomaly Detectors (Powered by Zia) New---10 trendsYes

Standard dashboards-10UnlimitedUnlimitedUnlimited

Custom dashboards-10 DashboardsUnlimitedUnlimitedUnlimited

Social     

Integration with TwitterYesYesYesYesYes

Integration with FacebookYesYesYesYesYes

Integration with Google+YesYesYesYesYes

Social tab--YesYesYes

Capture leads from
Twitter/Facebook
--YesYesYes

Social interaction with
leads/contacts
--YesYesYes

Marketing automation     

Email templates10100UnlimitedUnlimitedUnlimited

Email opt-outYesYesYesYesYes

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.-YesYesYesYes

Mass email-250 emails/day500 emails/day1000 emails/day1000 emails/day

Marketing campaigns-YesYesYesYes

Auto-responders---3 autoresponders3 autoresponders

Zoho CRM for Google AdWords--YesYesYes

Web forms     

Web-to-lead formYesYesYesYesYes

Web-to-contact formYesYesYesYesYes

Web-to-case form--YesYesYes

Notify owner-YesYesYesYes

Team collaboration     

Gamescope--YesYesYes

CalendarYesYesYesYesYes

Calendar sync through CalDAV-YesYesYesYes

Status updatesYesYesYesYesYes

Direct messagesYesYesYesYesYes

Attach files to feedsYesYesYesYesYes

Follow-up rulesYesYesYesYesYes

Groups for team collaboration-YesYesYesYes

Tagging-10 tags/ module30 tags/ module50 tags/ moduleYes

Inventory management     

Products--YesYesYes

Price books--YesYesYes

Sales quotes--YesYesYes

Sales orders--YesYesYes

Invoices--YesYesYes

Vendors--YesYesYes

Purchase orders--YesYesYes

Customer support     

Cases--YesYesYes

Solutions--YesYesYes

Web-to-case form--10 forms/module20 forms/module20 forms/module

Business hours New---YesYes

User Portal     

Portals First portal user type creation is free and upto 10k client users can be invited for free. Creation of more than one portal user type will include pricing. Learn more---YesYes

Document library     

Folder sharingYesYesYesYesYes

Attach documentsYesYesYesYesYes

File versioningYesYesYesYesYes

ReviewsYesYesYesYesYes

File storage     

Free storage/org1 GB 1 GB1 GB1 GB1 GB

Free storage/user license-512 MB512 MB1 GB1 GB

Additional storage-$43/month/5 GB$43/month/5 GB$43/month/5 GB$43/month/5 GB

Data administration     

Data storage (all modules)25,000100,000UnlimitedUnlimitedUnlimited

Import data (per batch)100010,00020,00030,00030,000

Export module dataYesYesYesYesYes

API for third-party integration1000 calls/day
/org
250 calls/user
license
Max: 5000 calls/day
Min: 2000 calls/day
250 calls/user
license
Max: 10000 calls/day
Min: 3000 calls/day
500 calls/user
license
Max: 25000 calls/day
Min: 4000 calls/day
500 calls/user
license
Max: 25000 calls/day
Min: 4000 calls/day

Data backup-2 backups/month2 backups/month2 backups/month2 backups/month

Additional data backup$108/request$108/request$108/request$108/request$108/request

De-duplicate data--YesYesYes

Import historyPast 60 daysPast 60 daysPast 60 daysPast 60 daysPast 60 days

Security administration     

Profiles25152525

Organizational hierarchy (Roles)2510250250

Field-level security--YesYesYes

Data sharing rules---15 rules/module15 rules/module

Groups-20305050

Record-level sharing---YesYes

Data Encryption (EAR)---YesYes

Territory management---150 territories150 territories

Audit Logs-YesYesYesYes

Allowed IPs-YesYesYesYes

Catalyst     

Mobile Apps---YesYes

Mobile Device Management New---YesYes

Web Apps---YesYes

Add-ons & Integrations*     

CRM Marketplace
(Extensions for Zoho CRM)
-YesYesYesYes

Zoho PhoneBridge
for Call Centers
-YesYesYesYes

Integration with Zoho MotivatorYesYesYesYes  CRM Plus includes Zoho Motivator.Yes

Integration with Zoho CampaignsYesYesYesYes  CRM Plus includes the Enterprise edition of Zoho Campaigns.Yes

Integration with Zoho ReportsYesYesYesYes  CRM Plus includes the professional and Enterprise edition of Zoho Reports.Yes

Integration with Zoho ProjectsYesYesYesYes  CRM Plus includes features from the Enterprise edition of Zoho Projects for the number of users your license covers.Yes

Integration with Zoho SalesIQYesYesYesYes  CRM Plus includes the Enterprise edition of Zoho SalesIQ.Yes

Integration with Zoho DeskYesYesYesYes CRM Plus includes the Enterprise edition of Zoho Desk.Yes

Integration with Zoho Cliq-YesYesYes CRM Plus includes the Enterprise edition of Zoho Desk.Yes

Integration with Zoho SurveyYesYesYesYes  CRM Plus includes the Enterprise edition of Zoho Survey.Yes

Integration with Zoho Social--YesYes  CRM Plus includes the Professional edition of Zoho Social.Yes

Integration with Zoho Forms-YesYesYesYes

Zoho Mail Add-on--YesYesYes

Zoho Writer Add-on--YesYesYes

Zoho Finance Suite Integration Includes Zoho Books, Zoho Invoice, Zoho Expense, Zoho Inventory and Zoho Subscriptions.--YesYesYes

Plug-in for Microsoft Outlook--YesYesYes

Plug-in for Microsoft Office--YesYesYes

Integration with Zoho Creator---YesYes

Slack Integration-YesYesYesYes

Zoho SalesInbox---YesYes

Integration with Google apps     

Zoho CRM contextual gadget for GmailYesYesYesYesYes

Export events to Google CalendarYesYesYesYesYes

Export to Google TasksYesYesYesYesYes

Zoho CRM web forms for
Google Sites
-1/module10/module20/module20/module

Synchronize Google Calendar-YesYesYesYes

Synchronize Google Contact-YesYesYesYes

Developer Tools     

Mobile SDK New---YesYes

Widgets New---YesYes

Connections New---YesYes

Version 2.0 APIs5000 calls/day/org.250 calls/user license Max: 100000 calls/day/org. Min: 10000 calls/day/org.500 calls/user license Max: 100000 calls/day/org. Min: 10000 calls/day/org.1000 calls/user license Max: 100000 calls/day/org. Min: 10000 calls/day/org.Yes

Version 1.0 APIs1000 calls/day/org.250 calls/user license Max: 5000 calls/day/org. Min: 2000 calls/day/org.250 calls/user license Max: 10000 calls/day/org. Min: 3000 calls/day/org.500 calls/user license Max: 25000 calls/day/org. Min: 4000 calls/day/org.Yes

* New features will be rolled out in a phased manner

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$ 50 User / Month

* 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.

  • Access customer emails
  • Locate prospects anywhere across the globe
  • Manage inventory
  • Work offline
  • Log phone calls
  • Add voice notes
  • Check in
  • View customer location in Google Maps
  • Collaborate using feeds
  • Attach files from Zoho Docs