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Free Standard
Professional
Most Popular
Enterprise CRM Plus
Pricing
Monthly pricing (Billed annually)
Free for10 users
$12/user/month
$20 /user/month
$35 /user/month
$50/user/month
Monthly pricing (Billed monthly)
Free for10 users
$15/user/month
$25/user/month
$40/user/month
$60/user/month
Sales force automation
Leads P P P P P
Contacts P P P P P
Accounts P P P P P
Opportunities P P P P P
Tasks, calendar, call log, and notes P P P P P
Calendar sync through CalDAV
‑ P P P P
CRM views P P P P P
Sales forecasting ‑ P P P P
BCC dropbox for email ‑ ‑ P P P
Macros ‑ ‑ P P P
Multiple currencies ‑ ‑ ‑ P P
Contextual custom related lists ‑ ‑ ‑ P P
SalesSignals ‑ ‑ ‑ P P
Advanced filters P P P P P
Feeds - Team collaboration
Status updates P P P P P
Direct messages P P P P P
Compare Zoho CRM editions.
1
Attach files to feeds P P P P P
Follow-up rules P P P P P
Groups for team collaboration ‑ P P P P
Social
Integration with Twitter P P P P P
Integration with Facebook P P P P P
Integration with Google+ P P P P P
Social tab ‑ ‑ P P P
Capture leads from Twitter/Facebook
‑ ‑ P P P
Contextual social interaction with leads/contacts
‑ ‑ P P P
Marketing automation
Email insights ‑ ‑ P P P
Email templates 10 100 Unlimited Unlimited Unlimited
Email opt-out P P P P P
Website visitor tracking P P P P P
Mass email ‑ 250 emails/day 500 emails/day 1000 emails/day 1000 emails/day
Marketing campaigns P P P P P
Auto-responders ‑ ‑ ‑ P P
Zoho CRM for Google AdWords ‑ ‑ P P P
Customer support
Cases ‑ ‑ P P P
Solutions ‑ ‑ P P P
Inventory management
Products ‑ ‑ P P P
Price books ‑ ‑ P P P
Sales quotes ‑ ‑ P P P
Sales orders ‑ ‑ P P P
2
Invoices ‑ ‑ P P P
Vendors ‑ ‑ P P P
Purchase orders ‑ ‑ P P P
Document library
Folder sharing P P P P P
Attach documents P P P P P
File versioning P P P P P
Reviews P P P P P
Analytics
Standard reports P P P P P
Custom reports ‑ P P P P
Schedule reports ‑ P P P P
Standard dashboards ‑ P P P P
Custom dashboards ‑ P P P P
Web forms
Web to lead form P P P P P
Web to contact form P P P P P
Web to case form ‑ ‑ P P P
Notify owner ‑ P P P P
File storage
Free storage/org 1 GB 1 GB 1 GB 1 GB 1 GB
Free storage/user license ‑ 512 MB 512 MB 1 GB 1 GB
Additional storage ‑ $4/month/5 GB $4/month/5 GB $4/month/5 GB $4/month/5 GB
Data administration
Data storage (all modules) 25,000 100,000 Unlimited Unlimited Unlimited
Import data (per batch) 1000 10,000 20,000 20,000 20,000
Export module data P P P P P
API for third-party integration P P P P P
3
Data backup ‑ 2 backups/month
2 backups/month
2 backups/month
2 backups/month
Additional data backup $10/request $10/request $10/request $10/request $10/request
De-duplicate data ‑ ‑ P P P
Security administration
Profiles P P P P P
Organizational hierarchy (Roles) P P P P P
Field-level security ‑ ‑ P P P
Data sharing rules ‑ ‑ ‑ P P
Groups ‑ P P P P
Record-level sharing ‑ ‑ ‑ P P
Territory management ‑ ‑ ‑ P P
Product customization
Page layouts ‑ ‑ ‑ P P
Layout editor P P P P P
Rename tabs P P P P P
Custom fields ‑ 10/module 150/module 300/module 300/module
Custom links ‑ ‑ P P P
Web tabs ‑ ‑ ‑ P P
Tab groups ‑ ‑ ‑ P P
Custom modules ‑ ‑ ‑ P P
Custom buttons ‑ ‑ ‑ P P
Workflow management
Workflow rules P P P P P
Workflow alerts P P P P P
Workflow tasks P P P P P
Assignment rules ‑ ‑ P P P
Webhooks ‑ ‑ P P P
Approval process ‑ ‑ ‑ P P
Workflow field updates ‑ ‑ P P P
4
Workflow convert ‑ P P P P
Custom functions using Deluge script
‑ ‑ ‑ P P
Time-based actions ‑ ‑ ‑ P P
Schedules ‑ ‑ ‑ P P
Case escalation rules ‑ ‑ ‑ P P
Zoho CRM integrations
Integration with Zoho Motivator P P P P P
Integration with Zoho Campaigns P P P P P
Integration with Zoho Reports P P P P P
Integration with Zoho Projects P P P P P
Integration with Zoho SalesIQ P P P P P
Integration with Zoho Support P P P P P
Integration with Finance Suite ‑ ‑ P P P
Integration with Zoho Survey P P P P P
Integration with Zoho Forms P P P P P
Integration with Zoho Creator ‑ ‑ ‑ P P
Zoho Mail add-on ‑ ‑ P P P
Zoho Writer add-on ‑ ‑ P P P
Plug-in for Microsoft Outlook ‑ ‑ P P P
Plug-in for Microsoft Office ‑ ‑ P P P
Zoho PhoneBridge for call centers
Online Connector for RingCentral ‑ P P P P
Online Connector for Twilio ‑ P P P P
Online Connector for Ringio ‑ P P P P
Online Connector for Promero ‑ P P P P
Online Connector for Knowlarity P P P P P
5
6
Online Connector for Ozonetel ‑ P P P P
Online Connector for talkdesk ‑ P P P P
On-premise Connector for Avaya
‑ P P P P
On-premise Connector for Asterisk
‑ P P P P
On-premise Connector for Elastix ‑ P P P P
Integration with Google apps
Zoho CRM contextual gadget for Gmail P P P P P
Export events to Google Calendar P P P P P
Export to Google Tasks P P P P P
Zoho CRM web forms for Google Sites ‑ P P P P
Synchronize Google Calendar ‑ P P P P
Synchronize Google Contacts ‑ P P P P
Zoho Campaigns ‑ ‑ ‑ ‑ P
Zoho SalesIQ ‑ ‑ ‑ ‑ P
Zoho Social ‑ ‑ ‑ ‑ P
Zoho Support ‑ ‑ ‑ ‑ P
Zoho Projects ‑ ‑ ‑ ‑ P
Zoho Reports ‑ ‑ ‑ ‑ P
Access customer emails
Locate prospects anywhere across the globe
Manage inventory
Work offline
Log phone calls
Add voice notes
Check-in
View customer location in Google Maps
Collaborate using feeds
Attach files from Zoho Docs
Mobile features on every plan.
7
About us.
Zoho CRM is a cloud-based software for managing your customer relationship in a better way. It helps streamline your organization-wide sales, marketing, customer support, and inventory management functions in a single system. We are light on your pocket and the features and integrations we give you are unmatched.
Help center
Watch demo videos
Join our webinar
Customer stories
Contact us. Useful links.
Last updated on: August 17, 2016
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 this document. The names and logos for Zoho are trademarks of Zoho Corp.
© 2016, Zoho Corporation Pvt. Ltd. All rights reserved.
Phone: +1 609-557-7377 Email: info@HolisticBusinessSolutions.comWeb: www.HolisticBusinessSolutions.com
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