Compare Zoho CRM Editions

Most Popular
Features Free Standard Professional Enterprise Ultimate

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

Billed Annually Free for 3 users $14/user/month $23/user/month $40/user/month $52/user/month

Billed Monthly Free for 3 users $20/user $35/user $50/user $65/user

Sales Force Automation

Leads circle circle circle circle circle

Contacts circle circle circle circle circle

Accounts circle circle circle circle circle

Deals circle circle circle circle circle

Tasks, events, call log,

circle circle circle circle circle
and notes

CRM views circle circle circle circle circle

Sales forecasting circle circle circle circle

BCC dropbox for email circle circle circle circle

Email insights circle circle circle circle

Macros circle circle circle

Multiple currencies circle circle circle circle

Contextual custom
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related lists

SalesSignals circle circle circle

Custom signals circle circle

Advanced filters circle circle circle circle circle

Scoring rules 10 fields/module 20 fields/module 30 fields/module 50 fields/module

Assignment rules circle circle circle

Reminders circle circle circle circle

Email parser circle circle

www.zoho.com/crm circle Indicates the feature is available in this version | $ Indicates that the feature is available as a paid add-on 1
 Most Popular
Features Free Standard Professional Enterprise Ultimate

Email Association with

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Deals

Wizards circle circle

Multiple Pipelines circle circle circle circle

Multiple Scoring Rules 25 rules/module 40 rules/module

Product Customization

Page customization circle circle circle circle circle

Rename tabs circle circle circle circle circle

Custom fields 10 fields/module 155 fields/module 300 fields/module 500 fields/module

Picklist history tracking circle circle

Custom links circle circle circle

Web tabs circle circle

100 modules 500 modules

Custom modules (2 modules/user (5 modules/user
license) license)

Custom buttons circle circle

Configuration Configuration
type - 3, type - 7,
Sandbox
Configuration and Configuration and
Data type - 2 Data type - 3

Page layouts circle circle

3 views/user/ 5 views/user/
Canvas View
module module
Canvas record detail 5 canvas views/ 25 canvas views/
1 canvas view/org 3 canvas views/org
page view module module

Layout Rules circle circle

Validation Rules 5 rules/layout 10 rules/layout 25 rules/layout

Subforms circle circle

Translations circle circle

Custom list views 5/module 50/module Unlimited Unlimited Unlimited

Tab groups circle circle circle circle

Automation & Process Management

Workflow rules circle circle circle circle circle

Approval Process circle circle

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 Most Popular
Features Free Standard Professional Enterprise Ultimate

Schedules circle circle

Active Blueprints
(No. of Blueprints allowed
3 50 100
per organization (inclusive of
default Blueprints))
1/action 500,000
1/action 50,000 1/action 1,000,000
calls/day or 500
calls/day or 100 calls/day or 1000
calls/user license/
calls/user license/ calls/user/day Limit
Webhooks per day day Limit
day Limit applicable applicable for the
applicable for the
for the org. org. (whichever is
org. (whichever is
(whichever is lower) lower)
lower)
100 emails/user 500 emails/user
50 emails/user 200 emails/user 1,000 emails/user
license, 5,000 license, 25,000
Email notifications license, 150 emails/ license, 10,000 license, 50,000
emails/day emails/day
per day day (whichever is emails/day emails/day
(whichever is (whichever is
lower) (whichever is lower) (whichever is lower)
lower) lower)

Review Process circle circle

CommandCenter circle circle

Prediction & Artificial Intelligence (ZIA)

Data Enrichment
circle circle
(Available only in English)
Conversational AI
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(Supported in English only)

Zia Reminder circle circle

Best time to contact circle circle

Macro suggestion circle circle

Zia Intelligence for

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Automation
2 Prediction 20 Prediction
Prediction Builder
models/org models/org
Assignment suggestion
circle circle
by Zia
Workflow suggestions
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by Zia
AI for emails
(Data enrichment from email
signatures, capture events
from emails, intent and circle circle

sentiment analysis of emails

for organizations with above
20 users.)
Recommendation 1 10
engine (For organizations recommendation recommendation
with 20 users and above.) model/org models/org

Image Validation 1 rule/org 20 rules/org

Recommendations 5 Notifications/ 5 Notifications/

Notifications Configuration Configuration

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 Most Popular
Features Free Standard Professional Enterprise Ultimate

Zia Similarity
Recommendation 10 rules/org
1 rule/org
(For organizations with (1 rule/module)
20 users and above)

Reports

Standard reports circle circle circle circle circle

Custom reports 100 Unlimited Unlimited Unlimited

Schedule reports circle circle circle circle

Analytics & Measurement

Charts circle circle circle circle

KPI circle circle circle circle

Funnels circle circle

Target Meter circle circle

Comparator circle circle

Cohorts circle circle

Quadrants circle circle

Zone circle circle

10 trends 20 trends
Anomaly Detectors
Additional 1/user Additional 2/user
(Powered by Zia)
(Maximum 50) (Maximum 100)

Standard dashboards circle circle circle circle

Custom dashboards 10 Dashboards Unlimited Unlimited Unlimited

Webform Analytics circle circle

Webform A/B Testing circle circle

Zoho CRM Analytics

circle circle circle circle
Mobile App

Analytics - Enhancements
in Anomaly Component circle circle

with notifications in Zia

Workflow reports circle circle

Social
Enrich data with
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Twitter profile
Enrich data with
circle circle circle circle
Facebook Profile

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 Most Popular
Features Free Standard Professional Enterprise Ultimate

Social tab circle circle circle circle

Automated Lead
Generation from social circle circle circle circle

media
Social interaction with
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leads/contacts
Social Lite (An exclusive
edition of Zoho Social comes
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bundled with Zoho CRM.
Learn more)

Marketing Automation

Email templates 10 100 Unlimited Unlimited Unlimited

Email opt-out circle circle circle circle circle

Mass email (0-100 users)

(This limit applies only to the
org’s sales activities. Kindly circle circle circle circle

check Zoho Campaigns for

campaigning purpose.)

Email relay circle circle circle

Email Authentication circle circle circle circle circle

Marketing campaigns circle circle circle circle

Marketing Attribution circle circle

Customer segmentation circle circle

Auto-responders circle circle

Zoho CRM for Google Ads circle circle circle

Web Forms

Web-to-lead form 1 form/module 5 forms/module 10 forms/module 20 forms/module 100 forms/module

Web-to-contact form 1 form/module 5 forms/module 10 forms/module 20 forms/module 100 forms/module

Web-to-case form circle circle circle

Notify owner circle circle circle circle

Team Collaboration

Motivator for Zoho CRM circle circle circle

Calendar circle circle circle circle circle

Calendar sync through

circle circle circle circle
CalDAV

Calendar Booking circle circle circle circle

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 Most Popular
Features Free Standard Professional Enterprise Ultimate

Status updates circle circle circle circle circle

Direct messages circle circle circle circle circle

Attach files to feeds circle circle circle circle circle

Follow-up rules circle circle circle circle circle

Groups for team

circle circle circle circle
collaboration

Tagging circle circle circle circle

Inventory Management

Products circle circle circle

Price books circle circle circle

Sales quotes circle circle circle

Sales orders circle circle circle

Invoices circle circle circle

Vendors circle circle circle

Purchase orders circle circle circle

Customer Support

Cases circle circle circle

Solutions circle circle circle

Web-to-case form 10 forms/module 20 forms/module 100 forms/module

Business hours circle circle circle circle circle

Case escalation rules circle circle

User Portal
Portals (First portal user
type creation is free with
10k portal invites. Additional circle circle

portals could be purchased

within the product.)

Document Library

Folder sharing circle circle circle circle circle

Attach documents circle circle circle circle circle

File versioning circle circle circle circle circle

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 Most Popular
Features Free Standard Professional Enterprise Ultimate

Reviews circle circle circle circle circle

File Storage

Free storage/org 1 GB 1 GB 1 GB 1 GB 5 GB

Free storage/user license 512 MB 512 MB 1 GB 1 GB

Additional file storage $4.60/month/5GB $4.60/month/5GB $4.60/month/5GB $4.60/month/5GB

Data Administration

1-200 user

5,000 records 100,000 records 10 GB (5M records 10 GB (5M records 10 GB (5M records
Data storage (all modules)
(10 MB) (200 MB) approx) approx) approx)
Additional Storage per
20 MB 50 MB 100 MB
user license
Additional data storage
(Price mentioned is per
$4/100 MB $4/100 MB $4/100 MB
month. Purchase available
offline.)

Above 200 users

10 GB 15 GB 30 GB
5,000 records 100,000 records
Data storage (all modules) (5M records (7.5M records (15M records
(10 MB) (200 MB)
approx) approx) approx)
Additional Storage per
20 MB 50 MB 100 MB
user license
Additional data storage
(Price mentioned is per
$2/100 MB $2/100 MB $2/100 MB
month. Purchase available
offline.)

Import data (records/batch) 1000 records 10,000 records 20,000 records 30,000 records 50,000 records

Export module data circle circle circle circle circle

Free Data backup 2 backups/month 2 backups/month 2 backups/month 4 backups/month

Additional data backup $12/request $12/request $12/request $12/request $12/request

De-duplicate data circle circle circle

Import history circle circle circle circle circle

Security Administration

Profiles circle circle circle circle circle

Organizational
circle circle circle circle circle
hierarchy (Roles)

Reporting Hierarchy circle circle

Field-level security circle circle circle

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 Most Popular
Features Free Standard Professional Enterprise Ultimate

Data sharing rules 15 rules/module 100 rules/module

Groups 20 30 50 250

Record-level sharing circle circle

Data Encryption (EAR) circle circle

Territory management 150 territories 250 territories

Audit Logs circle circle circle circle

Allowed IPs circle circle circle circle

GDPR Compliance circle circle circle circle circle

HIPAA Compliance circle circle circle circle

Multiple Organization
Support (i - Super admins
circle circle circle circle circle
can create upto 5 orgs, Users
can be a part of upto 10 orgs)

Developer Tools

Client Scripts circle circle

Mobile SDK circle circle

Web Apps SDK circle circle

Widgets circle circle

Connections circle circle

API (API limits vary based

1,000,000 credits/ Unlimited credits/
upon user license purchased. 5,000 credits/day/ 100,000 credits/ 500,000 credits/
day/org (1000/user day/org (2000/user
Please visit here to org day/org day/org
license) license)
know more.)
Functions (Functions limits
200,000 credits/ Unlimited credits/
vary based upon user license
day/org (500/user day/org (1000/user
purchased. Please visit here
license) license)
to know more.)

Mobile Apps

Zoho CRM Mobile circle circle circle circle circle

Zoho CRM Analytics circle circle circle circle

Zoho Route IQ
circle circle circle circle
(Maps and route planning)

Mobile Card Scanner circle circle circle circle circle

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 Most Popular
Features Free Standard Professional Enterprise Ultimate

Add-ons & Integrations *

Online Meetings Zoom, GoToMeeting, Zoho Meeting and 12 others

Telephony and PBX Ring.io, Amazon Connect, Zoho PhoneBridge and 106 others

Team Collaboration Slack, Teams, Zoho Cliq and 9 others

Office Productivity Zapier, Trello and 26 others

Storage Google Drive, Dropbox, Zoho Workdrive and 4 others

Analytics Zoho Analytics, Google Analytics, dotConnect and 10 others

Email Marketing Mailchimp, Zoho Campaigns and 4 others

LinkedIn Sales Navigator circle circle circle

Customer Service Zendesk, Zoho Desk and 15 others

Finance PayPal, Quickbooks, Pay U and 18 others

Business Operations Amazon Seller Central and 15 others

Website visitor tracking

(A functionality of the Zoho circle circle circle circle circle

SalesIQ integration.)
Maps and route planning
(A functionality of Zoho circle circle circle circle

RouteIQ.)

Integration with microsoft

Plug-in for
circle circle circle
Microsoft Outlook

Integration with
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Microsoft 365

Integration with Google Workspace

Zoho CRM contextual

circle circle circle circle
gadget for Gmail

Export events to
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Google Calendar

Export to Google Tasks circle circle circle circle

Zoho CRM web forms for

1/module 10/module 20/module 100/module
Google Sites

Synchronize
circle circle circle circle
Google Calendar

Synchronize
circle circle circle circle
Google Contact

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 Most Popular
Features Free Standard Professional Enterprise Ultimate

Support

Basic circle circle circle circle circle

Classic circle circle circle circle

Premium $ $ $ $

Enterprise $ $ $ $

* Integrations with third-party vendors and products within the Zoho family often require paid licenses from both Zoho CRM
and the integrated software.

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+971 4 574 8400

Useful links.

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Last updated on: July 12, 2022

The information contained in this document represents the current views of Zoho CRM as of the date of the publication. Zoho CRM cannot guarantee the
accuracy of any information presented after the date of the publication. This document is for information only. Zoho CRM makes no warranties expressed or implied in
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