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Standard

Professional

Enterprise

Ultimate

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Pricing(local taxes will be charged in addition to the prices mentioned.)

Billed Annually 800/user/month 1,400/user/month 2,400/user/month 2,600/user/month
Billed Monthly 1,300/user/month 2,100/user/month 3,000/user/month 3,200/user/month

Lite User Pricing(Lite users can be added on to Enterprise and Ultimate licenses with a minimum of 25 regular user licenses)

Billed Annually - - 720/user/month 720/user/month
Billed Monthly - - 900/user/month 900/user/month

Sales Force Automation

Leads
Accounts
Contacts
Deals
Sales Forecasting
Forecasts Based on Territories - -
Macros -
Feeds
SalesSignals -
Document Library
Activities (Tasks, Meetings, Calls)
Reminders
Recurring Activities
Calendar Booking
Multiple Currencies 5 currencies 10 currencies 25 currencies 50 currencies
Social (Integration with Facebook & Twitter)
Social Tab (Facebook & Twitter accounts of the Company)
Scoring Rules 10 criteria/module 20 criteria/module 30 criteria/module 50 criteria/module
Multiple Scoring Rule - - 5 rules/layout
(30 criteria/rule)
5 rules/layout
(50 criteria/rule)
Motivator for Zoho CRM -

CRM Analytics

Standard Reports
Custom Reports 100 Unlimited Unlimited Unlimited
Schedule Reports Maximum 100 schedules Maximum 100 schedules Maximum 100 schedules Maximum 200 schedules
Standard Dashboards
Custom Dashboards 10 dashboards Unlimited Unlimited Unlimited
Charts and KPIs
Anomaly Detector - - 10 trends
Additional 1 trend/user license (max 50)
20 trends
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 - -
Stage Component - -

Marketing Automation

Campaigns
Mass Email This limit applies only to the org's sales activities. Kindly check Zoho Campaigns for campaigning purpose. Mass emails do not include workflow email notifications. 250/day/org 500/day/org 1000/day/org 2000/day/org
Custom Email Templates 100 templates Unlimited Unlimited Unlimited
Email Opt-out
Autoresponders - - 3 autoresponders 5 autoresponders
Schedule Mass Email - 10/module 10/module 10/module

Zia

Prediction builder - - 2/org 20/org
Zia scoring Requires a minimum of 10 user licenses. - -
Recommendation builder Requires a minimum of 20 user licenses. - - 1/org 10/org
Email Intent Requires a minimum of 10 user licenses and is accessible in English and German only. - -
Email Sentiment Requires a minimum of 10 user licenses and is accessible in English and German only. - -
Email Emotion Requires a minimum of 10 user licenses and is accessible in English and German only. - -
Email Activity Extraction Requires a minimum of 10 user licenses and is accessible exclusively in English. - -
Enrichment from Emails Requires a minimum of 10 user licenses and is accessible exclusively in English. - -
CNS (consecutive negative sentiment) Requires a minimum of 10 user licenses and is accessible in English and German only. - -
Email summary Requires a minimum of 10 user licenses and is accessible exclusively in English. - -
Email - Sentence Auto complete Requires a minimum of 10 user licenses and is accessible exclusively in English. - -
Call transcription Requires a minimum of 10 user licenses and is accessible exclusively in English. - -
Call sentiment Requires a minimum of 10 user licenses and is accessible exclusively in English. - -
Call intent Requires a minimum of 10 user licenses and is accessible exclusively in English. - -
Call emotion Requires a minimum of 10 user licenses and is accessible exclusively in English. - -
Call Summary Requires a minimum of 10 user licenses and is accessible exclusively in English. - -
Data Enrichment Accessible exclusively in English. - - 500 records/user license Max of 50000 records 2000 records/user license Max of 50000 records
Next Best Experience Requires a minimum of 10 user licenses. - -
Zia for forecast - -
Voice of the customer Requires a minimum of 20 user licenses and is accessible exclusively in English. - -
Zia Vision - Image matching - - 1/org 20/org
Churn Prediction Requires a minimum of 20 user licenses. - - 2/org 20/org
Competitor alert Accessible exclusively in English, requires a minimum of 20 user licenses for the Enterprise edition, with no limits for the Ultimate edition. - -
Strategy Influencer Requires a minimum of 20 user licenses and is accessible exclusively in English. - - 6/org 6/org
Best time to contact - -
Record owner suggestion - -
Similarity recommender Requires a minimum of 20 user licenses. - - 1/org 10/org
Zia Notifications - -
Workflow rule suggestion - -
Workflow email duplicate alert - -
Anomalies in workflow rule - -
Ask Zia Accessible exclusively in English. - -
Macro suggestion - -
Zia Reminder - -
Prediction analytics Requires a minimum of 20 user licenses. - -
Recommendation analytics Requires a minimum of 20 user licenses. - -
Best time to contact analytics Requires a minimum of 20 user licenses. - -
Smart Prompt - -

Inventory Management

Products -
Price Books -
Quotes -
Sales Orders -
Invoices -
Vendors -
Purchase Orders -
Inventory Templates -

CPQ

Product Configurator

Total number of product configurations Across the org account. - 10 50 100
Number of "selected" items you can create a rule for - 5 10 20
Number of "additional conditions" per "selected" entry in a rule - 25 25 25
Number of module-based conditions under Primary Rule Criteria - 25 25 25
Total number of Actions per rule Across all applicable Rule Actions. - 10 30 50

Price Rules

Total number of price rules Across the org account. - 10 50 100
Number of module-based conditions under Primary Rule Criteria - 25 25 25
Number of records that can be selected per rule in the "Direct Type" price rule - 25 25 25
Number of records that can be selected per rule in the "Volume Type" price rule - 5 5 5
Number of range rows that can be added per item in the "Volume Type" price rule - 10 10 10

Guided Selling

Number of Guided Selling flows Across the CRM org account. - 25 50 100
Number of Questions that can be added in a Guided selling flow - 10 10 10
Number of Input Options applicable across all question pages - 18 18 18

Customer Support

Cases -
Solutions -
Web-to-Case Form - 10 forms/module 20 forms/module 100 forms/module
Notify Owner
Case Escalation Rules - -

Data Administration

Admin Tools for configuration management - -
File Storage (for Org.) 1GB
plus
512MB/user license
1GB
plus
512MB/user license
1GB
plus
1GB/user license
5GB
plus
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)  All modules 100,000 records (200 MB) 10GB
(5 Million records approx)
10GB
(5 Million records approx)
10GB
(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) All modules 100,000 records (200 MB) 10GB
(5 million records approx)
15GB
(7.5 million records approx)
30GB
(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 - 20MB 50MB 100MB
Import Data 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 for CSV, and 5000 records/batch for XLSX, XLS formats 20,000 records/batch for CSV, and 5000 records/batch for XLSX, XLS formats 30,000 records/batch for CSV, and 5000 records/batch for XLSX, XLS formats 50,000 records/batch for CSV, and 5000 records/batch for XLSX, XLS formats
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 200,000 records/module, upto 100 exports per day 200,000 records/module, upto 250 exports per day 200,000 records/module, upto 500 exports per day 200,000 records/module, upto 1000 exports per day
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
CRM Variables - - 11 groups + 25 entry/group 11 groups + 25 entry/group

Security Management

Profiles 5 15 25 200
Roles 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 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)
[Max limit: 100 custom modules]
50 modules + (additional 5 modules/user license)
[Max limit: 500 custom modules]
Layout Editor
Page Layouts - - 3 layouts/module
(Note: Not applicable for Activities module)
6 layouts/module
(Note: Not applicable for Activities module)
Layout Rules - - 10/layout 10/layout
Record Locking Configuration - - 5 rules/module 5 rules/module
Validation Rules - 5/layout 10/layout
(Using Functions: 3/layout)
25/layout
(Using Functions: 5/layout)
Subforms - - 2/module 5/module
Subform fields - - 25/subform in a layout 25/subform in a layout
Email Address Duplication Check
Custom Fields (Includes all types of fields) 10 fields/module
(Note: Activities module has only 10 fields)
155 fields/module
(Note: Activities module has only 140 fields)
300 fields/module
(Note: Activities module has only 230 fields)
500 fields/module
(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 5 picklist fields/module 10 picklist fields/module 15 picklist fields/module
Global Sets - - 30 global sets/org, 15 global sets/module, 30 picklist associations/global set 50 sets/org, 15 global sets/module, 30 picklist associations/global set
Standard List Views
Custom List Views 50 list views/module Unlimited Unlimited Unlimited
Records in List Views 100 100 100 100
Smart Filter 5 5 10 10
Kanban View 1 (Only for the Deals and Activities modules) 1 (Only for the Deals and Activities modules) 5 10
Chart View - - 5 5
Modify Criteria Pattern
Last Activity Time in Criteria
Custom Related Lists - 3/module 5/module 10/module
Customize Search Layout
Customize Related Lists Columns
Custom Buttons - - 50/module 250/module
Personal Fields (Marking fields as personal) 30 fields/module 30 fields/module 30 fields/module 30 fields/module
Web Tabs - - 25 50
Copy Customization
Wizards - - 10 (2 per module) 25 (5 per module)
Multiple Sales Pipeline (Only for Deals module) 5 10 20 50
Customize User Layout 10 custom fields 50 custom fields 50 custom fields 50 custom fields
Domain Mapping - -
External Fields - - 10 15
Lookup Filter - -
Fields of Lookup - - 5 fields/lookup field 5 fields/lookup field
Kiosk Studio - 5 kiosks 25 kiosks 50 kiosks

Canvas

List View 1 view/org 3 views/org 25 views/module 50 views/module
Detail View 1 view/org 3 views/org 5 views/module 25 views/module
Form View 1 view/org 3 views/org 5 views/module 25 views/module
Canvas Rules 10 rules/module 25 rules/module 75 rules/module 100 rules/module
Reusable components Available in Detail view only 25 components/org 25 components/org 25 components/org 25 components/org
Import/Export Canvas views Applicable for both List views and Detail views 10 views/org 10 views/org 10 views/org 10 views/org

Maximum limit for individual field types

String fields (Single Line, Multi Line, Pick List, Multi-select Pick List, Email, Phone, URL, and Auto Number)
Maximum 10 Text Area fields
10 60 200
(includes upto 5 Rich Text Fields)
200
(includes upto 5 Rich Text Fields)
Number fields (Digits without decimal) 10 20 40 40
Decimal, Percentage, Currency fields 10 15 60 60
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
Lookup Fields 1 5 10 15
Multi-select Lookup Fields - - 2 2
User Fields - - 5 5
Record Image Field
File Upload Field 2 fields per module 5 fields per module 10 fields per module 15 fields per module
Auto-number Fields (Included in the total no. of Text fields) 1 1 1 1
Formula Fields (Included in the total no. of individual field types: Decimal, Currency, String, Date, DateTime, Boolean) - 15 20 25
Multi-user Field - - 1 1
Image Upload Field 2 fields per module 5 fields per module 10 fields per module 15 fields per module
Rollup summary - - 10 15

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 (This includes Fields, Associated Items, Messages, Widgets, and Checklists.) - 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 100,000 transitions/day across all processes. 100,000 record captures/day, and 200,000 transitions/day across all processes.

Automation

Workflow Rules/org 2500
(maximum 2000 active)
2500
(maximum 2000 active)
2500
(maximum 2000 active)
2500
(maximum 2000 active)
Workflow Rules 30 rules/module (maximum 15 active)
5 conditions/rule
80 rules/module (maximum 40 active)
5 conditions/rule
125 rules/module (maximum 75 active)
10 conditions/rule
150 rules/module (maximum 100 active)
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
Reminder for
Workflow Tasks
Email Notifications (Sending workflow emails to CRM users and customers) 5 email notifications/action, 100 emails/user license, 5,000 emails/day
(whichever is lower)
5 email notifications/action, 200 emails/user license, 10,000 emails/day
(whichever is lower)
5 email notifications/action, 500 emails/user license, 25,000 emails/day
(whichever is lower)
5 email notifications/Action, 1,000 emails/User License, 50,000 emails/Day
(whichever is lesser)
Record Owner, Record Creator, Record Owner's Manager (Options in Alert)
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 (Execute On Record Action)
Field Update (Execute On Record Action)
Add Task, Add Meeting, Schedule Call, and Create Record (Execute On Record Action) 50,000 300,000 500,000 500,000
Assign Record Owner (Execute On Record Action) -
Workflow Convert
Execute Based on Date Field Value
Execute Based on Record's Score
Execute Based on Recommendation - -
Webhooks (Workflow action) - 1/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
Limit applicable 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)
Actions by Zoho Flow
Assignment Rules - 20 rules/module & 20 rule entries 50 rules/module & 100 rule entries 50 rules/module & 100 rule entries
Assignment Thresholds - 20 thresholds per module & 500 users per threshold 30 thresholds per module & 500 users per threshold 30 thresholds per module & 500 users per threshold
Functions (Workflow action) - - 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 (unpublished or draft)
5 (active or inactive)
20 (unpublished or draft)
Workflow Usage Report - -
Cadences 9 cadences, upto 3/module, maximum 6 email and 6 task follow-ups 15 cadences, upto 5/module, maximum 10 email, 10 task, and 10 call follow-ups 150 cadences, upto 10/module, maximum 20 email, 20 task, and 10 call follow-ups 300 cadences, upto 25/module, maximum 25 email, 25 task, and 15 call follow-ups

Webforms

Forms for Leads/Contacts 5 forms/module 10 forms/module 20 forms/module 100 forms/module
Approve Records
Auto Response Rules 5 rules 10 rules 20 rules 25 rules
Unsubscribe Links 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

Email

Email Integration (IMAP/POP3/Gmail API) -
Email Insights
(Note: Includes response tracking & limited options under advanced filters.)
Organization Emails 50 75 500 500
BCC Dropbox 10 approved email addresses 10 approved email addresses 10 approved email addresses 10 approved email addresses
Attachments in Email 10MB 10MB 10MB 10MB
Email Sharing -
Email Scheduling - -
Email Authentication 10 Domains 50 Domains 100 Domains 100 Domains
Email Parser - - Up to 20 parsers, with a maximum of 10 active at a time Up to 40 parsers, with a maximum of 20 active at a time
Email Association with Deals -
Email Relay - 10 domains 20 domains 20 domains
Zoho CRM for Office 365
Zoho CRM for Gmail Add-on
SalesInbox - -

Integrations

Integrations with third-party vendors and products within the Zoho family often require paid licenses from both Zoho CRM and the integrated software.
CRM Marketplace (Extensions for Zoho CRM)
*some extensions are not available in the Standard and Professional Editions
5 10 20 50
Zoho Creator Integration -
Integration with Online Meeting providers Integrations available with Hosted and On Premise Meeting providers
Visitor Tracking
Zoho SalesIQ Integration
Zoho Survey Integration Survey campaigns can only be created in Enterprise edition and above.
Survey Creation in Campaigns Module - -
Zoho Writer Add-on -
Zoho Desk Integration
Zoho Projects Integration
Zoho Finance Suite Integration Includes Zoho Books, Zoho Invoice, Zoho Expense, Zoho Inventory, and Zoho Billing. -
Zoho PhoneBridge Integrations available with Hosted and On Premise PBX
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) Default merge limit is 1000 merges/month/org. Additional merges can be purchased. - 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
Check-in
Zoho Directory Integration
Remote Sales Office
LinkedIn Sales Navigator Integration -
WhatsApp Business Sending WhatsApp messages requires credits.
Google Chat 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

Developer Hub

APIs - Allowed credits
More details on API limits

In a 24 hour window.
50,000 + (Number of User licenses x 250) + Add-on credits 50,000 + (Number of User licenses x 500) + Add-on credits 50,000 + (Number of User licenses x 1000) + Add-on credits 50,000 + (Number of User licenses x 2000) + Add-on credits
APIs - Maximum credits
In a 24 hour window.
100,000 3,000,000 5,000,000 Unlimited
Functions - Allowed credits
More details on Function limits

In a 24 hour window.
5,000 + (Number of User licenses x 200)
*(Available only through extensions)
5,000 + (Number of User licenses x 200)
*(Available only through extensions)
20,000 + (Number of User licenses x 500) + Add-on credits 20,000 + (Number of User licenses x 1,000) + Add-on credits
Functions - Maximum credits
In a 24 hour window.
15,000 20,000 400,000 Unlimited
Client Script - -
Widgets - -
Connections -
GraphQL - -
ZDK CLI (Beta)
Currently available exclusively in the Sandbox environment.
- -
Queries - -
Circuits - - 15,000 credits 20,000 credits

General

Personal Settings
Company Logo and Theme
Fiscal Year
Business Hours
Portals
Default/Client portal is free with 10,000 portal invites. Additional portals and users must be purchased as per requirement.
- - 10,000 portal invites included for default portal (Contacts) 10,000 portal invites included for default portal (Contacts)
Sandbox - - 3 Configuration, 2 Configuration and Data type Sandboxes 7 Configuration, 3 Configuration and Data type Sandboxes
Business Card View
Calendar
Calendar Synchronization
(CalDAV Access)
Advanced filters
Tags for Records 5 tags/record
20 tags/module
10 tags/record
60 tags/module
10 tags/record
100 tags/module
10 tags/record
200 tags/module
Sticky Notes
Translations - -
Users 800 /user license/month
billed annually or
1,300 month-to-month
1,400 /user license/month
billed annually or
2,100 month-to-month
2,400 /user license/month
billed annually or
3,000 month-to-month
2,600 /user license/month
billed annually or
3,200 month-to-month