| Hide common features |
Standard |
Professional |
Enterprise |
Ultimate |
| Expand allCollapse all |
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
|
||||
| Reminders | ||||
| Recurring Activities | ||||
| Calendar Booking | ||||
| Multiple Currencies | 5 currencies | 10 currencies | 25 currencies | 50 currencies |
| Social
|
||||
| Social Tab
|
||||
| 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
|
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
|
- | - | ||
| Recommendation
builder
|
- | - | 1/org | 10/org |
| Email Intent
|
- | - | ||
| Email
Sentiment
|
- | - | ||
| Email Emotion
|
- | - | ||
| Email Activity
Extraction
|
- | - | ||
| Enrichment from
Emails
|
- | - | ||
| CNS (consecutive negative
sentiment)
|
- | - | ||
| Email summary
|
- | - | ||
| Email - Sentence Auto
complete
|
- | - | ||
| Call
transcription
|
- | - | ||
| Call sentiment
|
- | - | ||
| Call intent
|
- | - | ||
| Call emotion
|
- | - | ||
| Call Summary
|
- | - | ||
| Data
Enrichment
|
- | - | 500 records/user license Max of 50000 records | 2000 records/user license Max of 50000 records |
| Next Best
Experience
|
- | - | ||
| Zia for forecast | - | - | ||
| Voice of the
customer
|
- | - | ||
| Zia Vision - Image matching | - | - | 1/org | 20/org |
| Churn
Prediction
|
- | - | 2/org | 20/org |
| Competitor
alert
|
- | - | ||
| Strategy
Influencer
|
- | - | 6/org | 6/org |
| Best time to contact | - | - | ||
| Record owner suggestion | - | - | ||
| Similarity
recommender
|
- | - | 1/org | 10/org |
| Zia Notifications | - | - | ||
| Workflow rule suggestion | - | - | ||
| Workflow email duplicate alert | - | - | ||
| Anomalies in workflow rule | - | - | ||
| Ask Zia
|
- | - | ||
| Macro suggestion | - | - | ||
| Zia Reminder | - | - | ||
| Prediction
analytics
|
- | - | ||
| Recommendation
analytics
|
- | - | ||
| Best time to contact
analytics
|
- | - | ||
| Smart Prompt | - | - |
Inventory Management
| Products | - | |||
| Price Books | - | |||
| Quotes | - | |||
| Sales Orders | - | |||
| Invoices | - | |||
| Vendors | - | |||
| Purchase Orders | - | |||
| Inventory Templates | - |
CPQ
Product Configurator
| Total number of
product configurations
|
- | 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
|
- | 10 | 30 | 50 |
Price Rules
| Total number of
price rules
|
- | 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
|
- | 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)
|
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)
|
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
|
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
|
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
|
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
|
25 components/org | 25 components/org | 25 components/org | 25 components/org |
| Import/Export
Canvas 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
|
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
|
1 | 1 | 1 | 1 |
| Formula
Fields
|
- | 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
|
- | 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
|
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
|
||||
| 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
|
||||
| Add Task, Add Meeting,
Schedule Call, and Create Record
|
50,000 | 300,000 | 500,000 | 500,000 |
| Assign Record
Owner
|
- | |||
| Workflow Convert | ||||
| Execute Based on Date Field Value | ||||
| Execute Based on Record's Score | ||||
| Execute Based on Recommendation | - | - | ||
| Webhooks
|
- | 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
|
- | - | 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 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
|
||||
| Visitor
Tracking Zoho SalesIQ Integration |
||||
| 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 | ||||
| Check-in | ||||
| Zoho Directory Integration | ||||
| Remote Sales Office | ||||
| LinkedIn Sales Navigator Integration | - | |||
| WhatsApp
Business
|
||||
| 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 |
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 |
100,000 | 3,000,000 | 5,000,000 | Unlimited |
| Functions - Allowed
credits More details on Function limits |
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 |
15,000 | 20,000 | 400,000 | Unlimited |
| Client Script | - | - | ||
| Widgets | - | - | ||
| Connections | - | |||
| GraphQL | - | - | ||
| ZDK CLI
(Beta) |
- | - | ||
| Queries | - | - | ||
| Circuits | - | - | 15,000 credits | 20,000 credits |
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 | - | - | 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 |