Feature Availability & Limits- Zoho CRM

Feature Availability & Limits- Zoho CRM

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Feature Availability & Limits

Features Old Pricing Editions
Free Professional  ($12 per user/month)  Enterprise ($25 per user/month) 
Sales Force Automation      
Leads
Accounts
Contacts
Potentials
Sales Forecasting  
Forecasts Based on Territories    
Macros  
Feeds
SalesSignals  
Document Library
Activities - Tasks, Events, Calls
(Tasks, Events, Calls)
Reminders  
Recurring Activities
Book Hotels
(Powered by TravelNow)
Multiple Currencies    
Social (Integration with Facebook, Twitter, Google Plus)
Social Tab (Facebook & Twitter accounts of the Company)  
Scoring Rules   20 rules/module 30 rules/module
CRM Analytics      
Standard Reports
Custom Reports   Unlimited Unlimited
Schedule Reports   20 schedulers/user
Maximum 100 schedulers/day for Org.
20 schedulers/user
Maximum 100 schedulers/day for Org.
Standard Dashboards  
Custom Dashboards   Unlimited Unlimited
Marketing Automation      
Campaigns
Mass Email   250 emails / day / organization 500 emails / day / organization
Custom Email Templates 10 templates Unlimited Unlimited
Email Opt-out
Autoresponders     3 autoresponders
Schedule Mass Email  
Zia      
Trend Analysis    
Best Time to Contact    
Macro Suggestion    
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
Notify Owner  
Assignment Rules   20 rules & 20 rule entries 20 rules & 50 rule entries
Case Escalation Rules    
Business Hours    
Data Administration      
File Storage (for Org.) 1 GB 1 GB
plus
512 MB /user license
1 GB
plus
1 GB /user license
Additional Storage (for Org.)   $4/month for 5 GB $4/month for 5 GB
Records 25000 records Unlimited Unlimited
Import Data 1000/batch 20000/batch 30000/batch
Data Import - Clone option
Data Import - Skip and Overwrite option   20000 records/batch 30000 records/batch
Merge Duplicates -Find & Merge Option
Merge Duplicates -Deduplicate Option  
Import History Past 60 days Past 60 days Past 60 days
Free Data Backup   2 data backups/month 2 data backups/month
Data Backup $10 /request $10 /request $10 /request
CRM Variables     11 groups + 25 entry/group
API for Third-party App. Integration 1000 calls/day/org. 250 calls/user license 500 calls/user license
 

Max: 10000 calls/day

Min: 3000 calls/day

Max: 25000 calls/day

Min: 4000 calls/day

Security Management      
Users 10 Users (Free) $20 /user license/month
billed annually or $25 month-to-month
$35 /user license/month
billed annually or $40 month-to-month
Profiles 2 15 25
Roles 2 10 250
Territory Management     150 territories
Groups   30 50
Field-Level Security  
Custom Links   10 links/module 10 links/module
Default Data Sharing Settings  
Public Read Only
(in Default Data Sharing Settings)
   
Data Sharing Rules     15 rules
Audit Logs  
Allowed IPs  
Record-Level Sharing    
Product Customization      
Organize Tabs
Rename Tabs
Group Tabs   10 groups 25 groups
Custom Modules     50 modules
Layout Editor
Page Layouts     3 layouts/module.
Not applicable for Events module.
Email Address Duplication Check  
Unique Fields   2 fields/module 2 fields/module
Standard List Views
Custom List Views 5 list views/module Unlimited Unlimited
Records in List Views 50 100 100
Modify Criteria Pattern
Last Activity Time in Criteria
Custom Related Lists     5 custom related lists/module
Customize Search Layout
Customize Related Lists Columns  
Copy Customizaton  
Custom Buttons     50 per module
Custom Fields
(Includes all types of fields)
  150 fields/module
(Note: Activities module has only 140 fields)
300 fields/module
(Note: Activities module has only 230 fields)
Web Tabs     25
Maximum limit for individual field types      
String fields (Text, Pick List, Multi-select Pick List, Email, Phone, Text Area, URL, and Auto Number)
Maximum 10 Text Area fields
  60 130
Integer Fields (digits without decimal)   20 30
Number fields (Decimal, Percentage, and Currency)   15 20
Date Fields   15 25
DateTime Fields   10 25
Boolean (Check box)   20 50
Long Integer Fields   5 15
Lookup Fields   5 5
Auto-number Fields
(Included in the total no. of Text fields)
  1 1
Formula Fields
(Included in the total no. of custom fields)
  15 fields/module 15 fields/module
Special Fields      
Contact Role
Terms & Conditions  
Tax Rates  
Automation      
Workflow Rules 1 rule/module 20 rules/module 50 rules/module
Scheduled Action     5 actions/workflow rule
Workflow Tasks 5 tasks/action 5 tasks/action 5 tasks/action
Reminder for
Workflow Tasks
 
Workflow Alerts 5 alerts/action 5 alerts/action 5 alerts/action
Record Owner, Record Creator, Record Owners Manager (options in Alert)
Using Email field from the
Module & Related Modules
   
Workflow Field Updates   3 field updates/action 3 field updates/action
Delete (Execute On Record Action)  
Field Update (Execute On Record Action)    
Workflow Convert  
Execute Based on Date Field Value    
Webhooks   1/action
10000 calls/day or 100 calls/user license
(whichever is lower)
1/action
20000 calls/day or 500 calls per user license for the org.
(whichever is lower)
Custom Functions     1 Instant Action and 5 Time-Based Actions per Rule
Custom Functions - Calls per Day     20000 calls/day or 200 calls per user license for the org.
(whichever is lower)
Custom Functions - Integration Tasks     25000 Zoho API calls/day using deluge
Custom Functions - Get Data     25000 calls/day
Custom Functions - Post Data     25000 calls/day
Custom Functions - Send Mail     1000 emails/day
Custom Schedules    
Approval Process    
Blueprint    
Web Forms      
Forms for Leads/Contacts 1 form/module 10 forms/module 20 forms/module
Approve Records
Assignment Rules   20 rules & 20 rule entries 20 rules & 50 rule entries
Auto Response Rules
Unsubscribe Form
Notify Record Owner  
Email      
Zoho Mail Add-on  
IMAP  
Email Insights  
BCC Dropbox  
Plug-in for Microsoft Outlook  
Zoho CRM for Office 365
Attachments in Email 3 MB 10 MB 10 MB
Integrations      
Zoho CRM Mobile Edition
Check-in
CRM Marketplace (Extensions for Zoho CRM)
*some extensions are not available in the Standard and Professional Editions
 
Manage Mail Add-on Users  
Zoho Creator Integration    
Visitor Tracking
Zoho SalesIQ Integration
Zoho Survey Integration
Zoho Writer Add-on  
Zoho Desk Integration
Zoho Projects Integration
Zoho Finance Suite Integration
(includes Zoho Books, Zoho Invoice and Zoho Subscriptions)
 
Zoho PhoneBridge
Integrations available with Twilio, Ringio, RingCentral Asterisk, Avaya, and Elastix
 
Zoho Reports Integration
Zoho Campaigns Integration
Plug-in for Microsoft Office  
Attach from Zoho Docs  
Attach from Google Docs  
Google Calendar Synchronization
(For Google Users)
 
Google Contacts Synchronization
(For Google Users)
 
Zoho CRM for Google AdWords  
Advanced Gamification
(Zoho Motivator Integration)
Slack Integration  
Google Apps      
Zoho CRM Contextual Gadget for Gmail
Export Events to Google Calendar
Export to Google Tasks
Synchronize Google Calendar
(For Google Apps Users)
 
Synchronize Google Contact
(For Google Apps Users)
 
Zoho CRM Web Forms for Google Sites   10/module 20/module
Others      
Business Card View
Calendar
Calendar Synchronization
(CalDAV Access)
 
Advanced filters
Gamescope  

 

Last updated on: April 24, 2017

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