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
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) | ||||
Sandbox | ||||
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 | ||||
Zia | ||||
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 | ||||
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 (Single Line, Multi Line, Pick List, Multi-select Pick List, Email, Phone, URL, and Auto Number) | ||||
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 | ||||
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 | ||||
Integrations | ||||
CRM Marketplace (Extensions for Zoho CRM) *some extensions are not available in the Standard and Professional Editions | ||||
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 | ||||
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 |