Feature Availability & Limits - Zoho CRM

Feature Availability & Limits - Zoho CRM

Features you will miss on Enterprise-to-Free downgrade

Features Enterprise Edition Free Edition
Macros -
Feeds -
Multiple Currencies -
CRM Analytics    
Custom Reports Unlimited -
Schedule Reports 20 -
Custom Dashboards Unlimited -
Marketing Automation    
Mass Email 1000 -
Email Templates Unlimited 10
Web-to-Lead/Contact Form 20 1
Autoresponder for Drip Marketing -
Schedule Mass Email -
Inventory Template -
Attach PDF and Send Email to Contacts -
Web-to-Case Form 20 -
Notify Owner -
Data Administration    
Import Data 30000 1000
Data Import - Skip/Overwrite option -
Data Deduplication Tool -
API for Third-party App. Integration 25000 calls/day 1000 calls/day
Security Management    
Profiles 25 2
Roles 250 2
Field-Level Security -
Groups -
Data Sharing Rules 15 -
Product Customization    
Total Custom Fields per Module Max 300 -
Lookup 5 -
Formula Fields 15 -
Web Tabs 25 -
Workflow Management    
Rules per Module 50 1
Field Updates per Rule 3 -
Webhooks 20000 calls/day -
Time-Based Actions per Rule 5 -
Feeds Follow-ups -
Case Escalation Rules -
Add-ons & Integrations    
Plug-in for Microsoft Outlook -
Zoho Mail Add-on -
Zoho CRM for QuickBooks -
Mail Merge using Zoho Writer -
Zoho Creator Integration -
Attach From Zoho Docs -
Attach Files from Google Drive -
General Limits    
Custom List Views Unlimited 5
Autoresponders 3 -
Data Storage Unlimited Records 25000 records
File Storage User Licenses * 500 MB User Licenses * 250 MB
Customer Support    
Email Support 2 hours response -
Live Chat -
 

Last updated on: October 5th, 2016

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