Hide common features |
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
|
||||
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 |