July 25, 2023
Comparison of Zoho CRM Versions, Zoho CRM Pricing
With Zoho CRM, you can connect in real-time with customers and prospects, across all channels. From email to phone, live chat, and even social media. SalesSignals notifies you when a hot prospect is browsing your site, reading your email campaign, or engaging with your brand on social media. You can bring all your channels together in an organized timeline, and reach out to every prospect. You can see your emails organized according to the CRM pipeline, and respond to the customers who matter most with Zoho SalesInbox.
Also, you can contact customers over the phone inside CRM, with a single click. Understand what people are saying about your brand, and capture leads from social media into your CRM. Get Zia on the line, or online. Through call or chat, ask her for record info, reports, or to add new data to CRM. Zia forms trends for the activities that go into every sale to predict future irregularities in sales trends. Zia monitors automation and offers suggestions to correct the workflows that run your sales process. Analyze the tone of your customers from their emails to craft the best response and make the best pitch.
Contact customers when they’re likely to answer calls or check emails by setting reminders for Zia’s suggestions. Keep your data up to date with your customer base’s demographics, phone numbers, and social media accounts. Explore Zoho CRM pricing options to optimize your business processes.
COMPARISON TABLE:
| FREE | STANDARD | PROFESSIONAL | ENTERPRISE | ULTIMATE | |
| Pricing | |||||
| Billed Annually | Free for 3 users | ₹800/user/month | ₹1400/user/month | ₹2400/user/month | ₹2600/user/month |
| Billed Monthly | Free for 3 users | ₹1300/user | ₹2100/user | ₹3000/user | ₹3200/user |
| Sales Force Automation | |||||
| Leads | ✔ | ✔ | ✔ | ✔ | ✔ |
| Accounts | ✔ | ✔ | ✔ | ✔ | ✔ |
| Contacts | ✔ | ✔ | ✔ | ✔ | ✔ |
| Deals | ✔ | ✔ | ✔ | ✔ | ✔ |
| Sales Forecasting | – | ✔ | ✔ | ✔ | ✔ |
| Forecasts Based on Territories | – | – | – | ✔ | ✔ |
| Macros | – | – | ✔ | ✔ | ✔ |
| Feeds | ✔ | ✔ | ✔ | ||
| SalesSignals | – | – | ✔ | ✔ | ✔ |
| Document Library | ✔ | ✔ | ✔ | ✔ | ✔ |
| Activities | ✔ | ✔ | ✔ | ✔ | ✔ |
| Reminders | Task only | ✔ | ✔ | ✔ | ✔ |
| Recurring Activities | ✔ | ✔ | ✔ | ✔ | ✔ |
| Calendar Booking | – | ✔ | ✔ | ✔ | ✔ |
| Multiple Currencies | – | 5 currencies | 10 currencies | 25 currencies | 50 currencies |
| Social | – | ✔ | ✔ | ✔ | ✔ |
| Social Tab | – | ✔ | ✔ | ✔ | ✔ |
| Scoring Rules | – | 10 fields /module | 20 fields /module | 30 fields /module | 50 fields /module |
| Multiple Scoring Rule | – | – | – | 5 rules/layout | 5 rules/layout |
| (30 criteria/rule) | (50 criteria/rule) | ||||
| Motivator for Zoho CRM | – | – | ✔ | ✔ | ✔ |
| CRM Analytics | |||||
| Standard Reports | ✔ | ✔ | ✔ | ✔ | ✔ |
| Custom Reports | – | 100 | Unlimited | Unlimited | Unlimited |
| Schedule Reports | – | 20 schedulers/user | 20 schedulers/user | 20 schedulers/user | 20 schedulers/user |
| Maximum 100 schedulers/day. | Maximum 100 schedulers/day. | Maximum 100 schedulers/day. | Maximum 200 schedulers/day. | ||
| Standard Dashboards | – | ✔ | ✔ | ✔ | ✔ |
| Custom Dashboards | – | 10 dashboards | Unlimited | Unlimited | Unlimited |
| Charts and KPIs | – | ✔ | ✔ | ✔ | ✔ |
| Anomaly Detector | – | – | – | 10 trends | 20 trends |
| Additional 1 trend/user license (max 50) | Additional 2 trends/user license (max 100) | ||||
| Zia Notification subscription for Anomaly Detector components | – | – | – | 10 components | 30 components |
| Comparator, Target Meter, Funnel and Zones | – | – | – | ✔ | ✔ |
| Cohort Analysis | – | – | – | 10 | 25 |
| Quadrant Analysis | – | – | – | ✔ | ✔ |
| Marketing Automation | |||||
| Campaigns | ✔ | ✔ | ✔ | ✔ | ✔ |
| Mass Email | – | 250/day/org | 500/day/org | 1000/day/org | 2000/day/org |
| 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 | 2000 records/user license |
| Maximum of 50000 records | Maximum of 50000 records | ||||
| Record Owner Suggestion in Assignment Rule | – | – | – | ✔ | ✔ |
| Zia’s Field Prediction | – | – | – | 2/org | 20/org |
| Recommendation | – | – | – | 1/org | 10/org |
| Zia Next Best Experience for deal closures | – | – | – | ✔ | ✔ |
| Recommendation Analytics | – | – | – | ✔ | ✔ |
| Zia Similarity Recommendation | – | – | – | 1 rule/org | 10 rules/org |
| (1 rule/module) | |||||
| Zia Vision | – | – | – | 1 rule/org (1/module) | 20 rules/org (2/module) |
| Workflow Suggestion | – | – | – | ✔ | ✔ |
| Zia for Emails | – | – | – | ✔ | ✔ |
| Zia Competitor | – | – | – | ✔ | ✔ |
| Zia Scores | – | – | – | ✔ | ✔ |
| Zia’s Churn Prediction | – | – | – | ✔ | ✔ |
| 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/module & 20 rule entries | 20 rules/module & 50 rule entries | 50 rules/module & 100 rule entries |
| Case Escalation Rules | – | – | – | ✔ | ✔ |
| Data Administration | |||||
| Admin Tools for configuration management | – | – | – | ✔ | ✔ |
| File Storage (for Org.) | 1GB | 1GB | 1GB | 1GB | 5GB |
| plus | plus | plus | plus | ||
| 512MB/user license | 512MB/user license | 1GB/user license | 1GB/user license | ||
| Additional File Storage (for Org.) | – | ₹275/month for 5GB | ₹275/month for 5GB | ₹275/month for 5GB | ₹275/month for 5GB |
| Data Storage (1-200 users) | 5,000 records (10 MB) | 100,000 records (200 MB) | 10GB | 10GB | 10GB |
| (5 Million records approx) | (5 Million records approx) | (5 Million records approx) | |||
| Additional Data Storage (1-200 users) | – | – | ₹240 for 100MB /month | ₹240 for 100MB /month | ₹240 for 100MB /month |
| Data storage (> 200 users) | 5,000 records (10 MB) | 100,000 records (200 MB) | 10GB | 15GB | 30GB |
| (5 million records approx) | (7.5 million records approx) | (15 million records approx) | |||
| Additional Data Storage (> 200 users) | – | – | ₹120 for 100MB /month | ₹120 for 100MB /month | ₹120 for 100MB /month |
| Default Data Storage per user license (200 and above 200 users) | – | – | 20MB | 50MB | 100MB |
| Import Data | 1,000/batch | 10,000/batch | 20,000/batch | 30,000/batch | 50,000/batch |
| Data Import – Clone option | ✔ | ✔ | ✔ | ✔ | ✔ |
| Data Import – Skip and Overwrite option | – | 10,000 records/batch | 20,000 records/batch | 30,000 records/batch | 50,000 records/batch |
| Merge Duplicates – Find & Merge Option | ✔ | ✔ | ✔ | ✔ | ✔ |
| Merge Duplicates – Deduplicate Option | – | – | ✔ | ✔ | ✔ |
| Import History | – | Past 60 days | Past 60 days | Past 60 days | Past 60 days |
| Export Module Data | 1,000 records/module | 3,000 records/module | 3,000 records/module | 3,000 records/module | 3,000 records/module |
| Free Data Backup | – | 2 data backups/month | 2 data backups/month | 2 data backups/month | 4 data backups/month |
| Data Backup | ₹690 /request | ₹690 /request | ₹690 /request | ₹690 /request | ₹690 /request |
| CRM Variables | – | – | – | 11 groups + 25 entry/group | 11 groups + 25 entry/group |
| Security Management | |||||
| Profiles | 2 | 5 | 15 | 25 | 50 |
| Roles | 2 | 5 | 25 | 250 | 500 |
| Reporting Hierarchy | – | – | – | ✔ | ✔ |
| Territory Management | – | – | – | 150 | 250 |
| Groups | – | 20 | 30 | 50 | 250 |
| 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 | – | – | – | 25 rules per module (Up to 10 criteria-based sharing rules) | 100 rules per module (Up to 15 criteria-based sharing rules) |
| Audit Logs | – | ✔ | ✔ | ✔ | ✔ |
| Allowed IPs | – | ✔ | ✔ | ✔ | ✔ |
| Record Sharing | – | – | – | ✔ | ✔ |
| Data Encryption | – | – | – | 10 fields/module | 20 fields/module |
| GDPR Compliance Settings | ✔ | ✔ | ✔ | ✔ | ✔ |
| HIPAA Compliance Settings | – | ✔ | ✔ | ✔ | ✔ |
| Product Customization | |||||
| Customization Features | |||||
| Home Page Components | 5 | 20 | 20 | 20 | 20 |
| Organize Tabs | ✔ | ✔ | ✔ | ✔ | ✔ |
| Rename Tabs | ✔ | ✔ | ✔ | ✔ | ✔ |
| Group Tabs | – | 10 groups | 10 groups | 25 groups | 50 groups |
| Custom Modules | – | – | – | 25 modules + (additional 2 modules/user license) | 50 modules + (additional 5 modules/user license) |
| [Max limit:聽100 custom modules] | [Max limit:聽500 custom modules] | ||||
| Layout Editor | ✔ | ✔ | ✔ | ✔ | ✔ |
| Page Layouts | – | – | – | 3 layouts/module | 6 layouts/module |
| (Note:聽Not applicable for Activities module) | (Note:聽Not applicable for Activities module) | ||||
| Canvas record detail page views | – | 1 canvas view/org | 3 canvas views/org | 5 canvas views/module | 25 canvas views/module |
| Layout Rules | – | – | – | 10/layout | 10/layout |
| Record Locking Configuration | – | – | – | 5 rules/module | 5 rules/module |
| Validation Rules | – | – | 5/layout | 10/layout | 25/layout |
| (Using Functions:聽3/layout) | (Using Functions:聽5/layout) | ||||
| Subforms | – | – | – | 2/module | 5/module |
| Email Address Duplication Check | – | ✔ | ✔ | ✔ | ✔ |
| Custom Fields | – | 10 fields/module | 155 fields/module | 300 fields/module | 500 fields/module |
| (Note: Activities module has only 10 fields) | (Note: Activities module has only 140 fields) | (Note: Activities module has only 230 fields) | (Note: Activities module has only 230 fields) | ||
| Unique Fields | – | 2 fields/module | 2 fields/module | 2 fields/module | 2 fields/module |
| Picklist History Tracking | – | – | – | ✔ | ✔ |
| Color Coding Picklists | – | 2 picklist fields/module | 2 picklist fields/module | 5 picklist fields/module | 10 picklist fields/module |
| Global Sets | – | – | – | 10 sets/org, 15 picklists/global set, 7 picklists/global set/module, 1000 picklist values/global set | 25 sets/org,15 picklists/global set, 7 picklists/global set/module, 1000 picklist values/global set |
| Standard List Views | ✔ | ✔ | ✔ | ✔ | ✔ |
| Custom List Views | 5 list views/module | 50 list views/module | Unlimited | Unlimited | Unlimited |
| Records in List Views | 50 | 100 | 100 | 100 | 100 |
| 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/module | 10/module |
| Customize Search Layout | ✔ | ✔ | ✔ | ✔ | ✔ |
| Customize Related Lists Columns | – | ✔ | ✔ | ✔ | ✔ |
| Custom Buttons | – | – | – | 50/module | 250/module |
| Personal Fields | 30 fields/module | 30 fields/module | 30 fields/module | 30 fields/module | 30 fields/module |
| Web Tabs | – | – | – | 25 | 50 |
| Copy Customization | – | ✔ | ✔ | ✔ | ✔ |
| Wizards | – | – | – | 5 (2 per module) | 25 (5 per module) |
| Multiple Sales Pipeline | Default (standard) pipeline only | 5 | 10 | 20 | 50 |
| Customize User Layout | – | 10 custom fields | 50 custom fields | 50 custom fields | 50 custom fields |
| Domain Mapping | – | – | – | ✔ | ✔ |
| Maximum limit for individual field types | |||||
| String fields (Single Line, Multi Line, Pick List, Multi-select Pick List, Email, Phone, URL, and Auto Number) | – | 10 | 60 | 200 | 200 |
| Maximum 10 Text Area fields | |||||
| Integer Fields | – | 10 | 20 | 40 | 40 |
| Number fields | – | 10 | 15 | 40 | 40 |
| Date Fields | – | 10 | 15 | 50 | 50 |
| Date Time Fields | – | 10 | 10 | 50 | 50 |
| Boolean (Checkbox) | – | 10 | 20 | 80 | 80 |
| Long Integer Fields | – | 10 | 15 | 35 | 35 |
| External Fields | – | – | – | 10 | 15 |
| Lookup Fields | – | – | 5 | 5 | 10 |
| Multi-select Lookup Fields | – | – | – | 2 | 2 |
| Lookup Filter | – | – | – | ✔ | ✔ |
| Fields of Lookup | – | – | – | 5 fields/lookup field | 5 fields/lookup field |
| User Fields | – | – | – | 5 | 5 |
| Record Image Field | ✔ | ✔ | ✔ | ✔ | ✔ |
| File Upload Field | – | – | 5 | 5 | 5 |
| Auto-number Fields | – | 1 | 1 | 1 | 1 |
| Formula Fields | – | – | 15 | 20 | 25 |
| Multi-user Field | – | – | – | 1 | 1 |
| Image Upload Field | – | – | 2 | 2 | 2 |
| Special Fields | |||||
| Contact Role | ✔ | ✔ | ✔ | ✔ | ✔ |
| Terms & Conditions | – | – | ✔ | ✔ | ✔ |
| Tax Rates | – | – | ✔ | ✔ | ✔ |
| Process Management | |||||
| Blueprint | – | – | 3 Blueprints (Includes the default Blueprints) | 50 Blueprints (Includes the default Blueprints) | 100 Blueprints (Includes the default Blueprints) |
| Clone Blueprint | – | – | ✔ | ✔ | ✔ |
| Common Transition per Blueprint | – | – | 2 | 10 | 25 |
| Transition per Blueprint | – | – | 10 | 100 | 300 |
| Field Count During Transition | – | – | 4 | 10 | 50 |
| Approval Process | – | – | – | ✔ | ✔ |
| Review Process | – | – | – | 5/module | 10/module |
| Journey Builder | – | – | – | 5 journeys/org (includes both active and inactive journeys) | 10 journeys /org (includes both active and inactive journeys) |
| PathFinder | – | – | – | 50,000 record captures/day, and 1,00,000 transitions/day across all processes. | 1,00,000 records captures/day, and 2,00,000 transitions/day across all processes. |
| Automation | |||||
| Workflow Rules/org | 2500 | 2500 | 2500 | 2500 | 2500 |
| (maximum 2000 active) | (maximum 2000 active) | (maximum 2000 active) | (maximum 2000 active) | (maximum 2000 active) | |
| Workflow Rules | 10 rule/module | 30 rules/module (maximum 15 active) | 80 rules/module (maximum 40 active) | 125 rules/module (maximum 75 active) | 150 rules/module (maximum 100 active) |
| (maximum 5 active) | 5 conditions/rule | 5 conditions/rule | 10 conditions/rule | 10 conditions/rule | |
| Scheduled Action | – | 5 actions/condition | 5 actions/condition | 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 | 5 email notifications/action, 100 emails/user license, 5,000 emails/day | 5 email notifications/action, 200 emails/user license, 10,000 emails/day | 5 email notifications/action, 500 emails/user license, 25,000 emails/day | 5 email notifications/Action, 1,000 emails/User License, 50,000 emails/Day |
| (whichever is lower) | (whichever is lower) | (whichever is lower) | (whichever is lower) | (whichever is lesser) | |
| **Emails can be sent only to the CRM users. | |||||
| Record Owner, Record Creator, Record Owner’s Manager | ✔ | ✔ | ✔ | ✔ | ✔ |
| Using Email field from the Module & Related Modules | – | ✔ | ✔ | ✔ | ✔ |
| Field Updates | – | 5 field updates/action | 5 field updates/action | 5 field updates/action | 5 field updates/action |
| Delete | – | ✔ | ✔ | ✔ | ✔ |
| Field Update | – | ✔ | ✔ | ✔ | ✔ |
| Create Record | – | – | ✔ | ✔ | ✔ |
| Assign Record Owner | – | – | ✔ | ✔ | ✔ |
| Workflow Convert | – | ✔ | ✔ | ✔ | ✔ |
| Execute Based on Date Field Value | – | ✔ | ✔ | ✔ | ✔ |
| Execute Based on Record’s Score | – | ✔ | ✔ | ✔ | ✔ |
| Execute Based on Recommendation | – | – | – | ✔ | ✔ |
| Webhooks | – | – | 1/action | 1/action | 1/action |
| 50,000 calls/day or 100 calls/user license/day | 500,000 calls/day or 500 calls/user license/day | 1,000,000 calls/day or 1000 calls/user/day | |||
| Limit applicable for the org. | Limit applicable for the org. | Limit applicable for the org. | |||
| (whichever is lower) | (whichever is lower) | (whichever is lower) | |||
| Functions | – | – | – | 1 Instant Action and 5 Time-Based Actions per Rule | 1 Instant Action and 5 Time-Based Actions per Rule |
| Custom Schedules | – | – | – | 10 schedules/org | 20 schedules/org |
| Marketing Attribution | – | – | – | ✔ | ✔ |
| Segmentation | – | – | – | 1 (active or inactive) | 5 (active or inactive) |
| 5 (unpublished or draft) | 20 (unpublished or draft) | ||||
| Workflow Usage Report | – | – | – | ✔ | ✔ |
| Webforms | |||||
| Forms for Leads/Contacts | 1 form/module | 5 forms/module | 10 forms/module | 20 forms/module | 100 forms/module |
| Approve Records | ✔ | ✔ | ✔ | ✔ | ✔ |
| Auto Response Rules | ✔ | ✔ | ✔ | ✔ | ✔ |
| Unsubscribe Links | 2 | 5 | 10 | 10 | 10 |
| Notify Record Owner | – | ✔ | ✔ | ✔ | ✔ |
| Webform Analytics | – | – | – | 100,000 visits/month and 3 months of data for Analytics | 300,000 visits/month and 6 months of data for Analytics |
| Webform A/B Testing | – | – | – | 2 webforms/module | 10 webforms/module |
| Zoho Mail Add-on | – | – | ✔ | ✔ | ✔ |
| IMAP | – | – | ✔ | ✔ | ✔ |
| Email Insights | – | (Note: Includes response tracking & limited options under advanced filters.) | ✔ | ✔ | ✔ |
| Organization Emails | 3 | 50 | 75 | 500 | 500 |
| BCC Dropbox | – | 10 approved email addresses | 10 approved email addresses | 10 approved email addresses | 10 approved email addresses |
| Microsoft Outlook add-in | ✔ | ✔ | ✔ | ✔ | ✔ |
| Zoho CRM for Office 365 | – | ✔ | ✔ | ✔ | ✔ |
| Attachments in Email | 3MB | 10MB | 10MB | 10MB | 10MB |
| Email Sharing | – | – | ✔ | ✔ | ✔ |
| Email Scheduling | – | – | – | ✔ | ✔ |
| Email Authentication | 1 Domain | 5 Domains | 10 Domains | 20 Domains | 20 Domains |
| Email Parser | – | – | – | ✔ | ✔ |
| Email Association with Deals | – | – | ✔ | ✔ | ✔ |
| Email Relay | – | – | 10 domains | 20 domains | 20 domains |
| Integrations | |||||
| CRM Marketplace (Extensions for Zoho CRM) | – | 5 | 10 | 20 | 50 |
| *some extensions are not available in the Standard and Professional Editions | |||||
| Manage Mail Add-on Users | – | – | ✔ | ✔ | ✔ |
| Zoho Creator Integration | – | – | – | ✔ | ✔ |
| Integration with Online Meeting providers | – | ✔ | ✔ | ✔ | ✔ |
| Visitor Tracking | ✔ | ✔ | ✔ | ✔ | ✔ |
| Zoho SalesIQ Integration | ✔ | ✔ | ✔ | ✔ | ✔ |
| SalesInbox | – | – | – | ✔ | ✔ |
| Zoho Survey Integration | ✔ | ✔ | ✔ | ✔ | ✔ |
| Survey Creation in Campaigns Module | – | – | – | ✔ | ✔ |
| Zoho Writer Add-on | – | – | ✔ | ✔ | ✔ |
| Zoho Desk Integration | ✔ | ✔ | ✔ | ✔ | ✔ |
| Zoho Projects Integration | ✔ | ✔ | ✔ | ✔ | ✔ |
| Zoho Finance Suite Integration | – | – | ✔ | ✔ | ✔ |
| Zoho PhoneBridge | – | ✔ | ✔ | ✔ | ✔ |
| Zoho Analytics Integration | ✔ | ✔ | ✔ | ✔ | ✔ |
| Zoho Campaigns Integration | ✔ | ✔ | ✔ | ✔ | ✔ |
| Zoho Forms Integration | ✔ | ✔ | ✔ | ✔ | ✔ |
| Zoho Webinar Integration | – | – | – | ✔ | ✔ |
| Zoho Backstage Integration | – | – | – | ✔ | ✔ |
| Zoho Meetings Integration | – | ✔ | ✔ | ✔ | ✔ |
| Mail Merge Template (Plug-in for Microsoft Office) | – | – | 1000 merges/month/org | 1000 merges/month/org | 1000 merges/month/org |
| Attach from Zoho Docs | – | ✔ | ✔ | ✔ | ✔ |
| Attach from Google Docs | – | ✔ | ✔ | ✔ | ✔ |
| Google Calendar Synchronization | – | ✔ | ✔ | ✔ | ✔ |
| (For Google Users) | ✔ | ✔ | ✔ | ✔ | |
| Google Contacts Synchronization | – | ✔ | ✔ | ✔ | ✔ |
| (For Google Users) | ✔ | ✔ | ✔ | ✔ | |
| Zoho CRM for Google Ads | – | – | ✔ | ✔ | ✔ |
| Slack Integration | – | ✔ | ✔ | ✔ | ✔ |
| Zoho CRM Mobile Edition | ✔ | ✔ | ✔ | ✔ | ✔ |
| Zoho CRM Analytics Mobile Edition | x | ✔ | ✔ | ✔ | ✔ |
| Check-in | ✔ | ✔ | ✔ | ✔ | ✔ |
| Zoho Directory Integration | – | ✔ | ✔ | ✔ | ✔ |
| Remote Sales Office | – | ✔ | ✔ | ✔ | ✔ |
| LinkedIn Sales Navigator Integration | – | – | ✔ | ✔ | ✔ |
| Google Workspace | |||||
| Export Meetings to Google Calendar | – | ✔ | ✔ | ✔ | ✔ |
| Export to Google Tasks | – | ✔ | ✔ | ✔ | ✔ |
| Synchronize Google Calendar | – | ✔ | ✔ | ✔ | ✔ |
| (For Google Workspace Users) | |||||
| Synchronize Google Contact | – | ✔ | ✔ | ✔ | ✔ |
| (For Google Workspace Users) | |||||
| Zoho CRM Webforms for Google Sites | – | 1/module | 10/module | 20/module | 100/module |
| Zoho CRM for Gmail Add-on | – | ✔ | ✔ | ✔ | ✔ |
| Developer Space | |||||
| APIs (Max allowed credits) | 5000 credits/day/org. | 100,000 credits/day/org. | 500,000 credits/day/org. | 1,000,000 credits/day/org. | Unlimited(2,000/user) |
| Functions – (Max allowed credits) | – | 15,000 credits/day/org. | 20,000 credits/day/org. | 200,000 credits/day/org. | Unlimited(1,000/user license) |
| Client Script | – | – | – | ✔ | ✔ |
| Widgets | – | – | – | ✔ | ✔ |
| Connections | – | – | – | ✔ | ✔ |
| General | |||||
| Personal Settings | ✔ | ✔ | ✔ | ✔ | ✔ |
| Company Logo and Theme | ✔ | ✔ | ✔ | ✔ | ✔ |
| Fiscal Year | ✔ | ✔ | ✔ | ✔ | ✔ |
| Business Hours | ✔ | ✔ | ✔ | ✔ | ✔ |
| Portals | – | – | – | 10,000 portal invites included for default portal (Contacts). | 10,000 portal invites included for default portal (Contacts). |
| Sandbox | – | – | – | ✔ | ✔ |
| Business Card View | ✔ | ✔ | ✔ | ✔ | ✔ |
| Calendar | ✔ | ✔ | ✔ | ✔ | ✔ |
| Calendar Synchronization | – | ✔ | ✔ | ✔ | ✔ |
| (CalDAV Access) | ✔ | ✔ | ✔ | ✔ | |
| Advanced filters | ✔ | ✔ | ✔ | ✔ | ✔ |
| Gamescope | – | – | ✔ | ✔ | ✔ |
| Tags for Records | – | 5 tags/record | 10 tags/record | 10 tags/record | 10 tags/record |
| 20 tags/module | 60 tags/module | 100 tags/module | 200 tags/module | ||
| Sticky Notes | ✔ | ✔ | ✔ | ✔ | ✔ |
| Translations | – | – | – | ✔ | ✔ |
| Users | 3 Users (Free) | ₹800 /user license/month | ₹1400 /user license/month | ₹2400 /user license/month | ₹2600 /user license/month |
| billed annually or | billed annually or | billed annually or | billed annually or | ||
| ₹1300 month-to-month | ₹2100 month-to-month | ₹3000 month-to-month | ₹3200 month-to-month |
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The more your business grows, the more you need to know. Measure the performance of every sales activity, and break up quotas into achievable targets with Zoho CRM’s reports, analytics, and forecasts. You can get real-time reporting gives you insight into a variety of metrics such as sales trends, marketing campaigns, activity reports, and team performance. you can also create dashboards, analyze trends, stay on top of your key performance indicators, and know where you stand on your targets. Know Zoho CRM pricing to optimize your insights and strategies.
