Zoho CRM Price and Feature List
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Pricing is determined by the following:
- Monthly or Annual Payment
- Version of Zoho CRM
- Number of Users
Table Legend
- - Feature Included
- - Additional Charge
| Price per User | ||||
| Monthly Price | ||||
| Annual Price | ||||
| Includes: | ||||
| General | ||||
| Personal Settings | ||||
| Company Logo and Theme | ||||
| Fiscal Year | ||||
| Business Hours | ||||
| Portals - # portal invites included for default portal (Contacts) | ||||
| Business Card View | ||||
| Calendar | ||||
| Calendar Synchronization (CalDAV Access) | ||||
| Advanced filters | ||||
| Tags - Per Records | ||||
| Tags - Per Module | ||||
| Sticky Notes | ||||
| Translations | ||||
| Sales Force Automation | ||||
| Leads | ||||
| Accounts | ||||
| Contacts | ||||
| Deals | ||||
| Sales forecasting | ||||
| Forecasts Based on Territories | ||||
| Macros | ||||
| Feeds | ||||
| SalesSignals | ||||
| Document Library | ||||
| Activities | ||||
| Reminders | ||||
| Recurring Activities | ||||
| Calendar Booking | ||||
| Multiple Currencies | ||||
| Social | ||||
| Social Tab | ||||
| Scoring Rules - criteria/module | ||||
| Multiple Scoring Rule - rules/layout | ||||
| Motivator for Zoho CRM - criteria/rule | ||||
| CRM Analytics | ||||
| Standard Reports | ||||
| Custom reports | ||||
| Schedule Reports - Maximum Number of Schedules | ||||
| Standard Dashboards | ||||
| Custom Dashboards | ||||
| Charts and KPIs | ||||
| Anomaly Detector - Number of Trends | ||||
| Zia Notification subscription for Anomaly Detector components | ||||
| Comparator, Target Meter, Funnel and Zones | ||||
| Cohort Analysis | ||||
| Quadrant Analysis | ||||
| Stage Component | ||||
| Marketing Automation | ||||
| Campaigns | ||||
| Mass Email - Per Day | ||||
| Custom Email Templates | ||||
| Email Opt-out | ||||
| Autoresponders | ||||
| Schedule Mass Email - Per Module | ||||
| Inventory Management | ||||
| Products | ||||
| Price Books | ||||
| Quotes | ||||
| Sales Orders | ||||
| Invoices | ||||
| Vendors | ||||
| Purchase Orders | ||||
| Inventory Templates | ||||
| Product Configurator | ||||
| Total number of product configurations | ||||
| Number of "selected" items you can create a rule for | ||||
| Number of "additional conditions" per "selected" entry in a rule | ||||
| Number of module-based conditions under Primary Rule Criteria | ||||
| Total number of Actions per rule | ||||
| Price Rules | ||||
| Total number of price rules | ||||
| Number of module-based conditions under Primary Rule Criteria | ||||
| Number of records that can be selected per rule in the "Direct Type" price rule | ||||
| Number of records that can be selected per rule in the "Volume Type" price rule | ||||
| Number of range rows that can be added per item in the "Volume Type" price rule | ||||
| Guided Selling | ||||
| Number of Guided Selling flows | ||||
| Number of Questions that can be added in a Guided selling flow | ||||
| Number of Input Options applicable across all question pages | ||||
| Customer Support | ||||
| Cases | ||||
| Solutions | ||||
| Web-to-Case Form - forms/module | ||||
| Notify Owner | ||||
| Case Escalation Rules | ||||
| Security Management | ||||
| Profiles | ||||
| Roles | ||||
| Reporting Hierarchy | ||||
| Territory Management | ||||
| Groups | ||||
| Field-Level Security | ||||
| Custom Links - links/module | ||||
| Default Data Sharing Settings | ||||
| Public Read Only (in Default Data Sharing Settings) | ||||
| Data Sharing Rules - rules per module | ||||
| Audit Logs | ||||
| Allowed IPs | ||||
| Record Sharing | ||||
| Data Encryption - fields/module | ||||
| GDPR Compliance Settings | ||||
| HIPAA Compliance Settings | ||||
| Product Customization | ||||
| Home Page Components | ||||
| Organize Tabs | ||||
| Rename Tabs | ||||
| Group Tabs | ||||
| Custom Modules | ||||
| Layout Editor | ||||
| Page Layouts - layouts/module | ||||
| Layout Rules | ||||
| Record Locking Configuration - rules/module | ||||
| Validation Rules - per layout | ||||
| Subforms - per module | ||||
| Subform fields - subform in a layout | ||||
| Email Address Duplication Check | ||||
| Custom Fields - fields/module | ||||
| Unique Fields - fields/module | ||||
| Picklist History Tracking | ||||
| Color Coding Picklists - picklist fields/module | ||||
| Global Sets | ||||
| Standard List Views | ||||
| Custom List Views - list view/module | ||||
| Records in List Views | ||||
| Smart Filter | ||||
| Kanban View | ||||
| Chart View | ||||
| Modify Criteria Pattern | ||||
| Last Activity Time in Criteria | ||||
| Custom Related Lists - per module | ||||
| Customize Search Layout | ||||
| Customize Related Lists Columns | ||||
| Custom Buttons - per module | ||||
| Personal Fields - fields/module | ||||
| Web Tabs | ||||
| Copy Customization | ||||
| Wizards | ||||
| Multiple Sales Pipeline | ||||
| Customize User Layout - custom fields | ||||
| Domain Mapping | ||||
| External Fields | ||||
| Lookup Filter | ||||
| Fields of Lookup - fields/lookup field | ||||
| Kiosk Studio - number of kiosks | ||||
| Canvas | ||||
| List View | ||||
| Detail View | ||||
| Form View | ||||
| Canvas Rules - rules/module | ||||
| Reusable components | ||||
| Import/Export Canvas views | ||||
| Maximum limit for individual field types | ||||
| String fields | ||||
| Maximum 10 Text Area fields | ||||
| Number fields | ||||
| Decimal, Percentage, Currency fields | ||||
| Date Fields | ||||
| Date Time Fields | ||||
| Boolean (Checkbox) | ||||
| Long Integer Fields | ||||
| Lookup Fields | ||||
| Multi-select Lookup Fields | ||||
| User Fields | ||||
| Record Image Field | ||||
| File Upload Field - fields per module | ||||
| Auto-number Fields | ||||
| Formula Fields | ||||
| Multi-user Field | ||||
| Image Upload Field - fields per module | ||||
| Rollup summary | ||||
| Special Fields | ||||
| Contact Role | ||||
| Terms & Conditions | ||||
| Tax Rates | ||||
| Process Management | ||||
| Blueprints (# of Blueprints plus default Blueprints) | ||||
| Clone Blueprint | ||||
| Common Transition per Blueprint | ||||
| Transition per Blueprint | ||||
| Field Count During Transition | ||||
| Approval Process | ||||
| Review Process - per module | ||||
| Journey Builder | ||||
| PathFinder - (# of record captures/day) | ||||
| Webform | ||||
| Forms for Leads/Contacts - forms/module | ||||
| Approve Records | ||||
| Auto Response Rules | ||||
| Unsubscribe Links | ||||
| Notify Record Owner | ||||
| Webform Analytics - Visits/Month | ||||
| Webform A/B Testing - webforms/module | ||||
| Email Integration (IMAP/POP3/Gmail API) | ||||
| Email Insights | ||||
| Organization Emails | ||||
| BCC Dropbox | ||||
| Attachments in Email | ||||
| Email Sharing | ||||
| Email Scheduling | ||||
| Email Authentication - # of Domains | ||||
| Email Parser | ||||
| Email Association with Deals | ||||
| Email Relay | ||||
| Zoho CRM for Office 365 | ||||
| Zoho CRM for Gmail Add-on | ||||
| SalesInbox | ||||
| Zia (AI Assistant) | ||||
| Prediction builder | ||||
| Zia scoring | ||||
| Recommendation builder | ||||
| Email Intent | ||||
| Email Sentiment | ||||
| Email Emotion | ||||
| Email Activity Extraction | ||||
| Enrichment from Emails | ||||
| CNS (consecutive negative sentiment) | ||||
| Email summary | ||||
| Email - Sentence Auto complete | ||||
| Email Subject line suggestions | ||||
| Email Custom Intent | ||||
| Call transcription | ||||
| Call sentiment | ||||
| Call intent | ||||
| Call emotion | ||||
| Call Summary | ||||
| Data Enrichment - Records/User (Max of 50000 records) | ||||
| Next Best Experience | ||||
| Zia for forecast | ||||
| Voice of the customer | ||||
| Zia Vision - Image matching | ||||
| Zia Vision - Image detection | ||||
| Zia Vision - Image match and detect | ||||
| Churn Prediction | ||||
| Competitor alert | ||||
| Strategy Influencer | ||||
| Zia Presentation | ||||
| Best time to contact | ||||
| Record owner suggestion | ||||
| Similarity recommender | ||||
| Zia Notifications | ||||
| Workflow rule suggestion | ||||
| Workflow email duplicate alert | ||||
| Anomalies in workflow rule | ||||
| Ask Zia | ||||
| Macro suggestion | ||||
| Zia Reminder | ||||
| Dashboard component suggestion | ||||
| Prediction analytics | ||||
| Recommendation analytics | ||||
| Best time to contact analytics | ||||
| Smart Prompt | ||||
| Note Summary | ||||
| Integrations | ||||
| CRM Marketplace (Extensions for Zoho CRM) | ||||
| Zoho Creator Integration | ||||
| Integration with Online Meeting providers | ||||
| Visitor Tracking | ||||
| Zoho SalesIQ Integration | ||||
| 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) - # merges/month | ||||
| 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 | ||||
| Check-in | ||||
| Zoho Directory Integration | ||||
| Remote Sales Office | ||||
| LinkedIn Sales Navigator Integration | ||||
| WhatsApp Business | ||||
| Google Chat 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 - # per module | ||||
| Automation | ||||
| Workflow Rules/org | ||||
| Workflow Rules | ||||
| Scheduled Action - actions/condition | ||||
| Workflow Usage | ||||
| Tasks - tasks/action | ||||
| Reminder for | ||||
| Workflow Tasks | ||||
| Email Notifications | ||||
| Record Owner, Record Creator, Record Owner's Manager | ||||
| Using Email field from the Module & Related Modules | ||||
| Field Updates - updates/action | ||||
| Delete | ||||
| Field Update | ||||
| Add Task, Add Meeting, Schedule Call, and Create Record | ||||
| Assign Record Owner | ||||
| Workflow Convert | ||||
| Execute Based on Date Field Value | ||||
| Execute Based on Record's Score | ||||
| Execute Based on Recommendation | ||||
| Webhooks - Limit applicable for the org. (whichever is lower) | ||||
| Actions by Zoho Flow | ||||
| Assignment Rules | ||||
| Assignment Thresholds | ||||
| Functions | ||||
| Custom Schedules | ||||
| Marketing Attribution | ||||
| Segmentation | ||||
| Workflow Usage Report | ||||
| Cadences | ||||
| Data Administration | ||||
| Admin Tools for configuration management | ||||
| File Storage (for Org.) | ||||
| Default Data Storage per user license | ||||
| Import Data - Per Batch | ||||
| Data Import - Clone option | ||||
| Data Import - Skip and Overwrite option - records/batch for CSV | ||||
| Merge Duplicates - Find & Merge Option | ||||
| Merge Duplicates - Deduplicate Option | ||||
| Import History - Past days | ||||
| Export Module Data - records/module | ||||
| Free Data Backup - data backups/month | ||||
| Developer Hub | ||||
| APIs - Allowed credits | ||||
| APIs - Maximum credits | ||||
| Functions - Allowed credits (per 24 hours) | ||||
| Functions - Maximum credits (per 24 hours) | ||||
| Client Script | ||||
| Widgets | ||||
| Connections | ||||
| GraphQL | ||||
| ZDK CLI (Beta) | ||||
| Circuits | ||||
| Sandbox |