Comparison of Zoho CRM Versions, Zoho CRM Pricing

With Zoho CRM, you can connect in real-time with customers and prospects, across all channels. From email to phone, live chat, and even social media. SalesSignals notifies you when a hot prospect is browsing your site, reading your email campaign, or engaging with your brand on social media. You can bring all your channels together in an organized timeline, and reach out to every prospect. You can see your emails organized according to the CRM pipeline, and respond to the customers who matter most with Zoho SalesInbox.

Also, you can contact customers over the phone inside CRM, with a single click. Understand what people are saying about your brand, and capture leads from social media into your CRM. Get Zia on the line, or online. Through call or chat, ask her for record info, reports, or to add new data to CRM. Zia forms trends for the activities that go into every sale to predict future irregularities in sales trends. Zia monitors automation and offers suggestions to correct the workflows that run your sales process. Analyze the tone of your customers from their emails to craft the best response and make the best pitch.

Contact customers when they’re likely to answer calls or check emails by setting reminders for Zia’s suggestions. Keep your data up to date with your customer base’s demographics, phone numbers, and social media accounts. Explore Zoho CRM pricing options to optimize your business processes. 

 

 

COMPARISON TABLE:

	FREE	STANDARD	PROFESSIONAL	ENTERPRISE	ULTIMATE
Pricing
Billed Annually	Free for 3 users	₹800/user/month	₹1400/user/month	₹2400/user/month	₹2600/user/month
Billed Monthly	Free for 3 users	₹1300/user	₹2100/user	₹3000/user	₹3200/user
Sales Force Automation
Leads	✔	✔	✔	✔	✔
Accounts	✔	✔	✔	✔	✔
Contacts	✔	✔	✔	✔	✔
Deals	✔	✔	✔	✔	✔
Sales Forecasting	–	✔	✔	✔	✔
Forecasts Based on Territories	–	–	–	✔	✔
Macros	–	–	✔	✔	✔
Feeds			✔	✔	✔
SalesSignals	–	–	✔	✔	✔
Document Library	✔	✔	✔	✔	✔
Activities	✔	✔	✔	✔	✔
Reminders	Task only	✔	✔	✔	✔
Recurring Activities	✔	✔	✔	✔	✔
Calendar Booking	–	✔	✔	✔	✔
Multiple Currencies	–	5 currencies	10 currencies	25 currencies	50 currencies
Social	–	✔	✔	✔	✔
Social Tab	–	✔	✔	✔	✔
Scoring Rules	–	10 fields /module	20 fields /module	30 fields /module	50 fields /module
Multiple Scoring Rule	–	–	–	5 rules/layout	5 rules/layout
				(30 criteria/rule)	(50 criteria/rule)
Motivator for Zoho CRM	–	–	✔	✔	✔
CRM Analytics
Standard Reports	✔	✔	✔	✔	✔
Custom Reports	–	100	Unlimited	Unlimited	Unlimited
Schedule Reports	–	20 schedulers/user	20 schedulers/user	20 schedulers/user	20 schedulers/user
		Maximum 100 schedulers/day.	Maximum 100 schedulers/day.	Maximum 100 schedulers/day.	Maximum 200 schedulers/day.
Standard Dashboards	–	✔	✔	✔	✔
Custom Dashboards	–	10 dashboards	Unlimited	Unlimited	Unlimited
Charts and KPIs	–	✔	✔	✔	✔
Anomaly Detector	–	–	–	10 trends	20 trends
				Additional 1 trend/user license (max 50)	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	–	–	–	✔	✔
Marketing Automation
Campaigns	✔	✔	✔	✔	✔
Mass Email	–	250/day/org	500/day/org	1000/day/org	2000/day/org
Custom Email Templates	10 templates	100 templates	Unlimited	Unlimited	Unlimited
Email Opt-out	✔	✔	✔	✔	✔
Autoresponders	–	–	–	3 autoresponders	5 autoresponders
Schedule Mass Email	–	–	10/module	10/module	10/module
Zia
Zia Voice	–	–	–	✔	✔
Best Time to Contact	–	–	–	✔	✔
Zia Reminders	–	–	–	✔	✔
Conversion Prediction	–	–	–	✔	✔
Trend Analysis	–	–	–	✔	✔
Macro Suggestion	–	–	–	✔	✔
Zia Intelligence for Automation	–	–	–	✔	✔
Data Enrichment	–	–	–	500 records/user license	2000 records/user license
				Maximum of 50000 records	Maximum of 50000 records
Record Owner Suggestion in Assignment Rule	–	–	–	✔	✔
Zia’s Field Prediction	–	–	–	2/org	20/org
Recommendation	–	–	–	1/org	10/org
Zia Next Best Experience for deal closures	–	–	–	✔	✔
Recommendation Analytics	–	–	–	✔	✔
Zia Similarity Recommendation	–	–	–	1 rule/org	10 rules/org
					(1 rule/module)
Zia Vision	–	–	–	1 rule/org (1/module)	20 rules/org (2/module)
Workflow Suggestion	–	–	–	✔	✔
Zia for Emails	–	–	–	✔	✔
Zia Competitor	–	–	–	✔	✔
Zia Scores	–	–	–	✔	✔
Zia’s Churn Prediction	–	–	–	✔	✔
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	100 forms/module
Notify Owner	–
Assignment Rules	–	–	20 rules/module & 20 rule entries	20 rules/module & 50 rule entries	50 rules/module & 100 rule entries
Case Escalation Rules	–	–	–	✔	✔
Data Administration
Admin Tools for configuration management	–	–	–	✔	✔
File Storage (for Org.)	1GB	1GB	1GB	1GB	5GB
		plus	plus	plus	plus
		512MB/user license	512MB/user license	1GB/user license	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)	5,000 records (10 MB)	100,000 records (200 MB)	10GB	10GB	10GB
			(5 Million records approx)	(5 Million records approx)	(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)	5,000 records (10 MB)	100,000 records (200 MB)	10GB	15GB	30GB
			(5 million records approx)	(7.5 million records approx)	(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 (200 and above 200 users)	–	–	20MB	50MB	100MB
Import Data	1,000/batch	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	20,000 records/batch	30,000 records/batch	50,000 records/batch
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	1,000 records/module	3,000 records/module	3,000 records/module	3,000 records/module	3,000 records/module
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	₹690 /request
CRM Variables	–	–	–	11 groups + 25 entry/group	11 groups + 25 entry/group
Security Management
Profiles	2	5	15	25	50
Roles	2	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	5	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)	50 modules + (additional 5 modules/user license)
				[Max limit:聽100 custom modules]	[Max limit:聽500 custom modules]
Layout Editor	✔	✔	✔	✔	✔
Page Layouts	–	–	–	3 layouts/module	6 layouts/module
				(Note:聽Not applicable for Activities module)	(Note:聽Not applicable for Activities module)
Canvas record detail page views	–	1 canvas view/org	3 canvas views/org	5 canvas views/module	25 canvas views/module
Layout Rules	–	–	–	10/layout	10/layout
Record Locking Configuration	–	–	–	5 rules/module	5 rules/module
Validation Rules	–	–	5/layout	10/layout	25/layout
				(Using Functions:聽3/layout)	(Using Functions:聽5/layout)
Subforms	–	–	–	2/module	5/module
Email Address Duplication Check	–	✔	✔	✔	✔
Custom Fields	–	10 fields/module	155 fields/module	300 fields/module	500 fields/module
		(Note: Activities module has only 10 fields)	(Note: Activities module has only 140 fields)	(Note: Activities module has only 230 fields)	(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	2 picklist fields/module	5 picklist fields/module	10 picklist fields/module
Global Sets	–	–	–	10 sets/org, 15 picklists/global set, 7 picklists/global set/module, 1000 picklist values/global set	25 sets/org,15 picklists/global set, 7 picklists/global set/module, 1000 picklist values/global set
Standard List Views	✔	✔	✔	✔	✔
Custom List Views	5 list views/module	50 list views/module	Unlimited	Unlimited	Unlimited
Records in List Views	50	100	100	100	100
Kanban View	Only for the Deals and Activities modules	Only for the Deals and Activities modules	Only for the Deals and Activities modules	✔	✔
Canvas View	–	–	–	3 views/user/module	5 views/user/module
Modify Criteria Pattern	✔	✔	✔	✔	✔
Last Activity Time in Criteria	✔	✔	✔	✔	✔
Custom Related Lists	–	–	–	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	30 fields/module
Web Tabs	–	–	–	25	50
Copy Customization	–	✔	✔	✔	✔
Wizards	–	–	–	5 (2 per module)	25 (5 per module)
Multiple Sales Pipeline	Default (standard) pipeline only	5	10	20	50
Customize User Layout	–	10 custom fields	50 custom fields	50 custom fields	50 custom fields
Domain Mapping	–	–	–	✔	✔
Maximum limit for individual field types
String fields (Single Line, Multi Line, Pick List, Multi-select Pick List, Email, Phone, URL, and Auto Number)	–	10	60	200	200
Maximum 10 Text Area fields
Integer Fields	–	10	20	40	40
Number fields	–	10	15	40	40
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
External Fields	–	–	–	10	15
Lookup Fields	–	–	5	5	10
Multi-select Lookup Fields	–	–	–	2	2
Lookup Filter	–	–	–	✔	✔
Fields of Lookup	–	–	–	5 fields/lookup field	5 fields/lookup field
User Fields	–	–	–	5	5
Record Image Field	✔	✔	✔	✔	✔
File Upload Field	–	–	5	5	5
Auto-number Fields	–	1	1	1	1
Formula Fields	–	–	15	20	25
Multi-user Field	–	–	–	1	1
Image Upload Field	–	–	2	2	2
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 1,00,000 transitions/day across all processes.	1,00,000 records captures/day, and 2,00,000 transitions/day across all processes.
Automation
Workflow Rules/org	2500	2500	2500	2500	2500
	(maximum 2000 active)	(maximum 2000 active)	(maximum 2000 active)	(maximum 2000 active)	(maximum 2000 active)
Workflow Rules	10 rule/module	30 rules/module (maximum 15 active)	80 rules/module (maximum 40 active)	125 rules/module (maximum 75 active)	150 rules/module (maximum 100 active)
	(maximum 5 active)	5 conditions/rule	5 conditions/rule	10 conditions/rule	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	5 tasks/action
Reminder for	–	✔	✔	✔	✔
Workflow Tasks		✔	✔	✔	✔
Email Notifications	5 email notifications/action, 50 emails/user license, 150 emails/day	5 email notifications/action, 100 emails/user license, 5,000 emails/day	5 email notifications/action, 200 emails/user license, 10,000 emails/day	5 email notifications/action, 500 emails/user license, 25,000 emails/day	5 email notifications/Action, 1,000 emails/User License, 50,000 emails/Day
	(whichever is lower)	(whichever is lower)	(whichever is lower)	(whichever is lower)	(whichever is lesser)
	**Emails can be sent only to the CRM users.
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	–	✔	✔	✔	✔
Create Record	–	–	✔	✔	✔
Assign Record Owner	–	–	✔	✔	✔
Workflow Convert	–	✔	✔	✔	✔
Execute Based on Date Field Value	–	✔	✔	✔	✔
Execute Based on Record’s Score	–	✔	✔	✔	✔
Execute Based on Recommendation	–	–	–	✔	✔
Webhooks	–	–	1/action	1/action	1/action
			50,000 calls/day or 100 calls/user license/day	500,000 calls/day or 500 calls/user license/day	1,000,000 calls/day or 1000 calls/user/day
			Limit applicable for the org.	Limit applicable for the org.	Limit applicable for the org.
			(whichever is lower)	(whichever is lower)	(whichever is lower)
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 (active or inactive)
				5 (unpublished or draft)	20 (unpublished or draft)
Workflow Usage Report	–	–	–	✔	✔
Webforms
Forms for Leads/Contacts	1 form/module	5 forms/module	10 forms/module	20 forms/module	100 forms/module
Approve Records	✔	✔	✔	✔	✔
Auto Response Rules	✔	✔	✔	✔	✔
Unsubscribe Links	2	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
Zoho Mail Add-on	–	–	✔	✔	✔
IMAP	–	–	✔	✔	✔
Email Insights	–	(Note: Includes response tracking & limited options under advanced filters.)	✔	✔	✔
Organization Emails	3	50	75	500	500
BCC Dropbox	–	10 approved email addresses	10 approved email addresses	10 approved email addresses	10 approved email addresses
Microsoft Outlook add-in	✔	✔	✔	✔	✔
Zoho CRM for Office 365	–	✔	✔	✔	✔
Attachments in Email	3MB	10MB	10MB	10MB	10MB
Email Sharing	–	–	✔	✔	✔
Email Scheduling	–	–	–	✔	✔
Email Authentication	1 Domain	5 Domains	10 Domains	20 Domains	20 Domains
Email Parser	–	–	–	✔	✔
Email Association with Deals	–	–	✔	✔	✔
Email Relay	–	–	10 domains	20 domains	20 domains
Integrations
CRM Marketplace (Extensions for Zoho CRM)	–	5	10	20	50
*some extensions are not available in the Standard and Professional Editions
Manage Mail Add-on Users	–	–	✔	✔	✔
Zoho Creator Integration	–	–	–	✔	✔
Integration with Online Meeting providers	–	✔	✔	✔	✔
Visitor Tracking	✔	✔	✔	✔	✔
Zoho SalesIQ Integration	✔	✔	✔	✔	✔
SalesInbox	–	–	–	✔	✔
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	x	✔	✔	✔	✔
Check-in	✔	✔	✔	✔	✔
Zoho Directory Integration	–	✔	✔	✔	✔
Remote Sales Office	–	✔	✔	✔	✔
LinkedIn Sales Navigator 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
Zoho CRM for Gmail Add-on	–	✔	✔	✔	✔
Developer Space
APIs (Max allowed credits)	5000 credits/day/org.	100,000 credits/day/org.	500,000 credits/day/org.	1,000,000 credits/day/org.	Unlimited(2,000/user)
Functions – (Max allowed credits)	–	15,000 credits/day/org.	20,000 credits/day/org.	200,000 credits/day/org.	Unlimited(1,000/user license)
Client Script	–	–	–	✔	✔
Widgets	–	–	–	✔	✔
Connections	–	–	–	✔	✔
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	–	–	–	✔	✔
Business Card View	✔	✔	✔	✔	✔
Calendar	✔	✔	✔	✔	✔
Calendar Synchronization	–	✔	✔	✔	✔
(CalDAV Access)		✔	✔	✔	✔
Advanced filters	✔	✔	✔	✔	✔
Gamescope	–	–	✔	✔	✔
Tags for Records	–	5 tags/record	10 tags/record	10 tags/record	10 tags/record
		20 tags/module	60 tags/module	100 tags/module	200 tags/module
Sticky Notes	✔	✔	✔	✔	✔
Translations	–	–	–	✔	✔
Users	3 Users (Free)	₹800 /user license/month	₹1400 /user license/month	₹2400 /user license/month	₹2600 /user license/month
		billed annually or	billed annually or	billed annually or	billed annually or
		₹1300 month-to-month	₹2100 month-to-month	₹3000 month-to-month	₹3200 month-to-month

 

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The more your business grows, the more you need to know. Measure the performance of every sales activity, and break up quotas into achievable targets with Zoho CRM’s reports, analytics, and forecasts. You can get real-time reporting gives you insight into a variety of metrics such as sales trends, marketing campaigns, activity reports, and team performance. you can also create dashboards, analyze trends, stay on top of your key performance indicators, and know where you stand on your targets. Know Zoho CRM pricing to optimize your insights and strategies.