Zoho CRM Feature Comparison Chart

Not sure which version of Zoho CRM to get for your team? Check out the chart below and see what features are included with each version:

FREESTANDARDPROFESSIONALENTERPRISEULTIMATE
**PRICING**
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
Yes
Yes
Yes
Yes
Yes
Contacts
Yes
Yes
Yes
Yes
Yes
Accounts
Yes
Yes
Yes
Yes
Yes
Deals
Yes
Yes
Yes
Yes
Yes
CRM views
Yes
Yes
Yes
Yes
Yes
Sales forecasting
-
Yes
Yes
Yes
Yes
BCC dropbox for email
-
Yes
Yes
Yes
Yes
Email insights
-
Yes
Yes
Yes
Yes
Macros
-
-
Yes
Yes
Yes
Multiple currencies
-
Yes
Yes
Yes
Yes
Contextual custom related lists
-
-
-
Yes
Yes
SalesSignals
-
-
Yes
Yes
Yes
Custom signals
-
-
-
Yes
Yes
Advanced filters
Yes
Yes
Yes
Yes
Yes
Scoring rules
-
10 fields/module
20 fields/module
30 fields/module
50 fields/module
Assignment rules
-
-
Yes
Yes
Yes
Reminders
-
Yes
Yes
Yes
Yes
Email parser
-
-
-
Yes
Yes
Email Association with Deals
-
-
Yes
Yes
Yes
Wizards
-
-
-
Yes
Yes
Multiple Pipelines
-
Yes
Yes
Yes
Yes
Multiple Scoring Rules
-
-
-
25 rules/module
40 rules/module
**PRODUCT CUSTOMIZATION**
Page customization
Yes
Yes
Yes
Yes
Yes
Rename tabs
Yes
Yes
Yes
Yes
Yes
Custom fields
-
10 fields/module
155 fields/module
300 fields/module
500 fields/module
Picklist history tracking
-
-
-
Yes
Yes
Custom links
-
-
Yes
Yes
Yes
Web tabs
-
-
-
Yes
Yes
Custom modules
-
-
-
100 modules
500 modules
(2 modules/user license)
(5 modules/user license)
Custom buttons
-
-
-
Yes
Yes
Sandbox
-
-
-
Configuration type - 3, Configuration and Data type - 2
Configuration type - 7, Configuration and Data type - 3
Page layouts
-
-
-
Yes
Yes
Canvas view
-
-
-
3 views/user/module
5 views/user/module
Canvas record detail page view
-
1 canvas view/org
3 canvas views/org
5 canvas views/module
25 canvas views/module
Layout Rules
-
-
-
Yes
Yes
Validation Rules
-
-
5 rules/layout
10 rules/layout
25 rules/layout
Subforms
-
-
-
Yes
Yes
Translations
-
-
-
Yes
Yes
Custom list views
5/module
50/module
Unlimited
Unlimited
Unlimited
Tab groups
-
Yes
Yes
Yes
Yes
**AUTOMATION & PROCESS MANAGEMENT**
Workflow Rules
Yes
Yes
Yes
Yes
Yes
Approval Process
-
-
-
Yes
Yes
Schedules
-
-
-
Yes
Yes
Active Blueprints
-
-
3
50
100
Webhooks per day
-
-
1/action 50,000 calls/day or 100 calls/user license/day Limit applicable for the org. (whichever is lower)
1/action 500,000 calls/day or 500 calls/user license/day Limit applicable for the org. (whichever is lower)
1/action 1,000,000 calls/day or 1000 calls/user/day Limit applicable for the org. (whichever is lower)
Email Notifications per day
50 emails/user license, 150 emails/day (whichever is lower)
100 emails/user license, 5,000 emails/day (whichever is lower)
200 emails/user license, 10,000 emails/day (whichever is lower)
500 emails/user license, 25,000 emails/day (whichever is lower)
1,000 emails/user license, 50,000 emails/day (whichever is lower)
Review Process
-
-
-
Yes
Yes
CommandCenter
-
-
-
Yes
Yes
PREDICTION AND ARTIFICIAL INTELLIGENCE (ZIA)
Data Enrichment
-
-
-
Yes
Yes
Conversational AI
-
-
-
Yes
Yes
Zia Reminder
-
-
-
Yes
Yes
Best time to contact
-
-
-
Yes
Yes
Macro suggestion
-
-
-
Yes
Yes
Zia Intelligence for Automation
-
-
-
Yes
Yes
Prediction Builder
-
-
-
2 Prediction models/Org
20 Prediction models/Org
Assignment suggestion by Zia
-
-
-
Yes
Yes
Workflow suggestions by Zia
-
-
-
Yes
Yes
AI for emails
-
-
-
Yes
Yes
Recommendation engine
-
-
-
1 recommendation model/Org
10 recommendation models/Org
Image Validation
-
-
-
1 rule/Org
20 rules/Org
Recommendations Notifications
-
-
-
5 Notifications/Configuration
5 Notifications/Configuration
Zia Similarity Recommendation
-
-
-
1 rule/org
10 rules/org(1 rule/module)
REPORTS
Standard reports
Yes
Yes
Yes
Yes
Yes
Custom reports
-
100
Unlimited
Unlimited
Unlimited
Schedule reports
-
Yes
Yes
Yes
Yes
**ANALYTICS AND MEASUREMENT**
Charts
-
Yes
Yes
Yes
Yes
KPI
-
Yes
Yes
Yes
Yes
Funnels
-
-
-
Yes
Yes
Target Meter
-
-
-
Yes
Yes
Comparator
-
-
-
Yes
Yes
Cohorts
-
-
-
Yes
Yes
Quadrants
-
-
-
Yes
Yes
Zone
-
-
-
Yes
Yes
Anomaly Detectors (Powered by Zia)
-
-
-
10 trends Additional 1/user (Maximum 50)
20 trends Additional 2/user (Maximum 100)
Standard dashboards
-
Yes
Yes
Yes
Yes
Custom dashboards
-
10 Dashboards
Unlimited
Unlimited
Unlimited
Webform Analytics
-
-
-
Yes
Yes
Webform A/B Testing
-
-
-
Yes
Yes
Zoho CRM Analytics Mobile App
-
Yes
Yes
Yes
Yes
Analytics - Enhancements in Anomaly Component with notifications in Zia
-
-
-
Yes
Yes
Workflow reports
-
-
-
Yes
Yes
SOCIAL
Enrich data with Twitter profile
-
Yes
Yes
Yes
Yes
Enrich data with Facebook profile
-
Yes
Yes
Yes
Yes
Social tab
-
Yes
Yes
Yes
Yes
Automated Lead Generation from social media
-
Yes
Yes
Yes
Yes
Social interaction with leads/contacts
-
Yes
Yes
Yes
Yes
Social Lite
-
Yes
Yes
Yes
Yes
**MARKETING AUTOMATION**
Email templates
10
100
Unlimited
Unlimited
Unlimited
Email opt-out
Yes
Yes
Yes
Yes
Yes
Mass email
-
Yes
Yes
Yes
Yes
Email relay
-
-
Yes
Yes
Yes
Email Authentication
Yes
Yes
Yes
Yes
Yes
Marketing campaigns
-
Yes
Yes
Yes
Yes
Marketing Attribution
-
-
-
Yes
Yes
Customer segmentation
-
-
-
Yes
Yes
Auto-responders
-
-
-
Yes
Yes
Zoho CRM for Google Ads
-
-
Yes
Yes
Yes
**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
-
-
Yes
Yes
Yes
Notify owner
-
Yes
Yes
Yes
Yes
**TEAM COLLABORATION**
Motivator
-
-
Yes
Yes
Yes
Calendar
Yes
Yes
Yes
Yes
Yes
Calendar sync through CalDAV
-
Yes
Yes
Yes
Yes
Calendar Booking
-
Yes
Yes
Yes
Yes
Status updates
Yes
Yes
Yes
Yes
Yes
Direct messages
Yes
Yes
Yes
Yes
Yes
Attach files to feeds
Yes
Yes
Yes
Yes
Yes
Follow-up rules
Yes
Yes
Yes
Yes
Yes
Groups for team collaboration
-
Yes
Yes
Yes
Yes
Tagging
-
Yes
Yes
Yes
Yes
**INVENTORY MANAGEMENT**
Products
-
-
Yes
Yes
Yes
Price books
-
-
Yes
Yes
Yes
Sales quotes
-
-
Yes
Yes
Yes
Sales orders
-
-
Yes
Yes
Yes
Invoices
-
-
Yes
Yes
Yes
Vendors
-
-
Yes
Yes
Yes
Purchase orders
-
-
Yes
Yes
Yes
**CUSTOMER SUPPORT**
Cases
-
-
Yes
Yes
Yes
Solutions
-
-
Yes
Yes
Yes
Web-to-case form
-
-
10 forms/module
20 forms/module
100 forms/module
Business hours
Yes
Yes
Yes
Yes
Yes
Case escalation rules
-
-
-
Yes
Yes
USER PORTAL
Portals
-
-
-
Yes
Yes
DOCUMENT LIBRARY
Folder sharing
Yes
Yes
Yes
Yes
Yes
Attach documents
Yes
Yes
Yes
Yes
Yes
File versioning
Yes
Yes
Yes
Yes
Yes
Reviews
Yes
Yes
Yes
Yes
Yes
**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
-
$4.6/month/5GB
$4.6/month/5GB
$4.6/month/5GB
$4.6/month/5GB
**DATA ADMINISTRATION**
*1-200 USERS*
Data storage
5,000 records (10 MB)
100,000 records (200 MB)
10 GB (5M records approx)
10 GB (5M records approx)
10 GB (5M records approx)
Additional Storage per user license
-
-
20 MB
50 MB
100 MB
Additional data storage
-
-
$4/100 MB
$4/100 MB
$4/100 MB
*ABOVE 200 USERS*
Data storage
5,000 records (10 MB)
100,000 records (200 MB)
10 GB (5M records approx)
15 GB (7.5M records approx)
30 GB (15M records approx)
Additional Storage per user license
-
-
20 MB
50 MB
100 MB
Additional data storage
-
-
$2/100 MB
$2/100 MB
$2/100 MB
Import data (per batch)
1000 records
10,000 records
20,000 records
30,000 records
50,000 records
Export module data
Yes
Yes
Yes
Yes
Yes
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
-
-
Yes
Yes
Yes
Import history
Yes
Yes
Yes
Yes
Yes
**SECURITY ADMINISTRATION**
Profiles
Yes
Yes
Yes
Yes
Yes
Organizational hierarchy (Roles)
Yes
Yes
Yes
Yes
Yes
Reporting Hierarchy
-
-
-
Yes
Yes
Field-level security
-
-
Yes
Yes
Yes
Data sharing rules
-
-
-
15 rules/module
100 rules/module
Groups
-
20
30
50
250
Record-level sharing
-
-
-
Yes
Yes
Data Encryption (EAR)
-
-
-
Yes
Yes
Territory management
-
-
-
150 territories
250 territories
Audit Logs
-
Yes
Yes
Yes
Yes
Allowed IPs
-
Yes
Yes
Yes
Yes
GDPR Compliance
Yes
Yes
Yes
Yes
Yes
HIPAA Compliance
-
Yes
Yes
Yes
Yes
Multiple Organization Support
Yes
Yes
Yes
Yes
Yes
**DEVELOPER TOOLS**
Client Scripts
-
-
-
Yes
Yes
Mobile SDK
-
-
-
Yes
Yes
Web Apps SDK
-
-
-
Yes
Yes
Widgets
-
-
-
Yes
Yes
Connections
-
-
-
Yes
Yes
API
5,000 credits/day/org.
100,000 credits/day/org.
500,000 credits/day/org.
1,000,000 credits/day/org (1000/user license).
Unlimited credits/day/org (2000/user license).
Functions
-
-
-
200,000 credits/day/org (500/user license).
Unlimited credits/day/org (1000/user license).
**ADD-ONS & INTEGRATIONS**
Online Meetings
-
Zoom, GoToMeeting, Zoho Meeting
Zoom, GoToMeeting, Zoho Meeting
Zoom, GoToMeeting, Zoho Meeting
Zoom, GoToMeeting, Zoho Meeting
Telephony and PBX
-
Ring.io, Amazon Connect, Zoho PhoneBridge
Ring.io, Amazon Connect, Zoho PhoneBridge
Ring.io, Amazon Connect, Zoho PhoneBridge
Ring.io, Amazon Connect, Zoho PhoneBridge
Team Collaboration
-
Slack, Teams, Zoho Cliq
Slack, Teams, Zoho Cliq
Slack, Teams, Zoho Cliq
Slack, Teams, Zoho Cliq
Office Productivity
-
Zapier, Trello
Zapier, Trello
Zapier, Trello
Zapier, Trello
Storage
-
Google Drive, Dropbox, Zoho Workdrive
Google Drive, Dropbox, Zoho Workdrive
Google Drive, Dropbox, Zoho Workdrive
Google Drive, Dropbox, Zoho Workdrive
Analytics
-
Zoho Analytics, Google Analytics, dotConnect
Zoho Analytics, Google Analytics, dotConnect
Zoho Analytics, Google Analytics, dotConnect
Zoho Analytics, Google Analytics, dotConnect
Email Marketing
-
Mailchimp, Zoho Campaigns
Mailchimp, Zoho Campaigns
Mailchimp, Zoho Campaigns
Mailchimp, Zoho Campaigns
Customer Service
-
Zendesk, Zoho Desk
Zendesk, Zoho Desk
Zendesk, Zoho Desk
Zendesk, Zoho Desk
Finance
-
PayPal, Quickbooks, Pay U
PayPal, Quickbooks, Pay U
PayPal, Quickbooks, Pay U
PayPal, Quickbooks, Pay U
Business Operations
-
Amazon Seller Central
Amazon Seller Central
Amazon Seller Central
Amazon Seller Central
Website visitor tracking
Yes
Yes
Yes
Yes
Yes
Maps and route planning
-
Yes
Yes
Yes
Yes
LinkedIn Sales Navigator
-
-
Yes
Yes
Yes
**INTEGRATION WITH MICROSOFT**
Plug-in for Microsoft Outlook
-
-
Yes
Yes
Yes
Integration with Microsoft 365
-
Yes
Yes
Yes
Yes
**INTEGRATION WITH GOOGLE WORKSPACE**
Zoho CRM contextual gadget for Gmail
-
Yes
Yes
Yes
Yes
Export events to Google Calendar
-
Yes
Yes
Yes
Yes
Export to Google Tasks
-
Yes
Yes
Yes
Yes
Zoho CRM web forms for Google Sites
-
1/module
10/module
20/module
100/module
Synchronize Google Calendar
-
Yes
Yes
Yes
Yes
Synchronize Google Contact
-
Yes
Yes
Yes
Yes
**SUPPORT**
Basic
Yes
Yes
Yes
Yes
Yes
Classic
-
Yes
Yes
Yes
Yes
Premium
-
Paid
Paid
Paid
Paid
Enterprise
-
Paid
Paid
Paid
Paid