Zoho CRM Feature Availability & Limits

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    Pricing(local taxes will be charged in addition to the prices mentioned.)

    Billed AnnuallyFree for 3 users₹800/user/month₹1,400/user/month₹2,400/user/month₹2,600/user/month
    Billed MonthlyFree for 3 users₹1,300/user₹2,100/user₹3,000/user₹3,200/user

    Sales Force Automation

    Leads
    Accounts
    Contacts
    Deals
    Sales Forecasting-
    Forecasts Based on Territories---
    Macros--
    Feeds
    SalesSignals--
    Document Library
    Activities (Tasks, Meetings, Calls)
    RemindersTask only
    Recurring Activities
    Calendar Booking-
    Multiple Currencies-5 currencies10 currencies25 currencies50 currencies
    Social(Integration with Facebook & Twitter)-
    Social Tab(Facebook & Twitter accounts of the Company)-
    Scoring Rules-10 fields /module20 fields /module30 fields /module50 fields /module
    Multiple Scoring Rule---5 rules/layout
    (30 criteria/rule)    		5 rules/layout
    (50 criteria/rule)
    Motivator for Zoho CRM--

    CRM Analytics

    Standard Reports
    Custom Reports-100UnlimitedUnlimitedUnlimited
    Schedule Reports-20 schedulers/user
    Maximum 100 schedulers/day.    		20 schedulers/user
    Maximum 100 schedulers/day.    		20 schedulers/user
    Maximum 100 schedulers/day.    		20 schedulers/user
    Maximum 200 schedulers/day.
    Standard Dashboards-
    Custom Dashboards-10 dashboardsUnlimitedUnlimitedUnlimited
    Charts and KPIs-
    Anomaly Detector---10 trends
    Additional 1 trend/user license (max 50)    		20 trends
    Additional 2 trends/user license (max 100)
    Zia Notification subscription for Anomaly Detector components---10 components30 components
    Comparator, Target Meter, Funnel and Zones---
    Cohort Analysis---1025
    Quadrant Analysis---

    Marketing Automation

    Campaigns
    Mass Email This limit applies only to the org's sales activities. Kindly check Zoho Campaigns for campaigning purpose. Mass emails do not include workflow email notifications.-250/day/org500/day/org1000/day/org2000/day/org
    Custom Email Templates10 templates100 templatesUnlimitedUnlimitedUnlimited
    Email Opt-out
    Autoresponders---3 autoresponders5 autoresponders
    Schedule Mass Email--10/module10/module10/module

    Zia(Available for orgs with more than 20 user licenses)

    Zia Voice Supported in English only.---
    Best Time to Contact---
    Zia Reminders---
    Conversion Prediction---
    Trend Analysis---
    Macro Suggestion---
    Zia Intelligence for Automation---
    Data EnrichmentAvailable only in English.---500 records/user license
    Maximum of 50000 records    		2000 records/user license
    Maximum of 50000 records
    Record Owner Suggestion in Assignment Rule---
    Prediction Builder---2/org20/org
    RecommendationAvailable for orgs with more than 20 user licenses---1/org10/org
    Zia Next Best Experience for deal closuresAvailable for organizations with more than 20 user licenses---

    Recommendation Analytics

    		---
    Zia Similarity RecommendationAvailable for orgs with more than 20 user licenses---1 rule/org10 rules/org
    (1 rule/module)
    Zia VisionImage Validation---1 rule/org (1/module)20 rules/org (2/module)
    Workflow Suggestion---
    Zia for EmailsAvailable for orgs with more than 20 user licenses---
    Zia CompetitorAvailable for orgs with more than 25 user licenses---

    Inventory Management

    Products--
    Price Books--
    Quotes--
    Sales Orders--
    Invoices--
    Vendors--
    Purchase Orders--
    Inventory Templates--

    Customer Support

    Cases--
    Solutions--
    Web-to-Case Form--10 forms/module20 forms/module100 forms/module
    Notify Owner-
    Assignment Rules--20 rules/module & 20 rule entries20 rules/module & 50 rule entries50 rules/module & 100 rule entries
    Case Escalation Rules---

    Data Administration

    File Storage (for Org.)1GB1GB
    plus
    512MB/user license    		1GB
    plus
    512MB/user license    		1GB
    plus
    1GB/user license    		5GB
    plus
    1GB/user license
    Additional File Storage (for Org.)-₹240/month for 5GB₹240/month for 5GB₹240/month for 5GB₹240/month for 5GB
    Data Storage (1-200 users)  All modules 5,000 records (10 MB)100,000 records (200 MB)10GB
    (5 Million records approx)    		10GB
    (5 Million records approx)    		10GB
    (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) All modules 5,000 records (10 MB)100,000 records (200 MB)10GB
    (5 million records approx)    		15GB
    (7.5 million records approx)    		30GB
    (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)--20MB50MB100MB
    Import Data1,000/batch10,000/batch20,000/batch30,000/batch50,000/batch
    Data Import - Clone option
    Data Import - Skip and Overwrite option-10,000 records/batch20,000 records/batch30,000 records/batch50,000 records/batch
    Merge Duplicates - Find & Merge Option
    Merge Duplicates - Deduplicate Option--
    Import HistoryPast 60 daysPast 60 daysPast 60 daysPast 60 daysPast 60 days
    Export Module Data1,000 records/module3,000 records/module3,000 records/module3,000 records/module3,000 records/module
    Free Data Backup-2 data backups/month2 data backups/month2 data backups/month4 data backups/month
    Data Backup₹690 /request₹690 /request₹690 /request₹690 /request₹690 /request
    CRM Variables---11 groups + 25 entry/group11 groups + 25 entry/group

    Security Management

    Profiles25152550
    Roles2525250500
    Reporting Hierarchy---
    Territory Management---150250
    Groups-203050250
    Field-Level Security--
    Custom Links--10 links/module10 links/module50 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/module20 fields/module
    GDPR Compliance Settings
    HIPAA Compliance Settings-

    Product Customization

    Customization Features

    Home Page Components520202020
    Organize Tabs
    Rename Tabs
    Group Tabs-10 groups10 groups25 groups50 groups
    Custom Modules---100 modules500 modules
    Custom Modules per user license---2 modules5 modules
    Layout Editor
    Page Layouts---3 layouts/module
    (Note: Not applicable for Activities module)    		6 layouts/module
    (Note: Not applicable for Activities module)
    Canvas record detail page views-1 canvas view/org3 canvas views/org5 canvas views/module25 canvas views/module
    Layout Rules---10/layout10/layout
    Validation Rules--5/layout10/layout
    (Using Functions: 3/layout)    		25/layout
    (Using Functions: 5/layout)
    Subforms---2/module5/module
    Email Address Duplication Check-
    Custom Fields(Includes all types of fields)-10 fields/module
    (Note: Activities module has only 10 fields)    		155 fields/module
    (Note: Activities module has only 140 fields)    		300 fields/module
    (Note: Activities module has only 230 fields)    		500 fields/module
    (Note: Activities module has only 230 fields)
    Unique Fields-2 fields/module2 fields/module2 fields/module2 fields/module
    Picklist History Tracking---
    Color Coding Picklists-2 picklist fields/module2 picklist fields/module5 picklist fields/module10 picklist fields/module
    Standard List Views
    Custom List Views5 list views/module50 list views/moduleUnlimitedUnlimitedUnlimited
    Records in List Views50100100100100
    Kanban ViewOnly for the Deals and Activities modulesOnly for the Deals and Activities modulesOnly for the Deals and Activities modules
    Canvas View---3 views/user/module5 views/user/module
    Modify Criteria Pattern
    Last Activity Time in Criteria
    Custom Related Lists---5/module10/module
    Customize Search Layout
    Customize Related Lists Columns-
    Custom Buttons---50/module250/module
    Personal Fields(Marking fields as personal)30 fields/module30 fields/module30 fields/module30 fields/module30 fields/module
    Web Tabs---2550
    Copy Customization-
    Wizards---5 (2 per module)25 (5 per module)
    Multiple Sales Pipeline(Only for Deals module)Default (standard) pipeline only5102050
    Customize User Layout-10 custom fields50 custom fields50 custom fields50 custom fields

    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    		-1060200200
    Integer Fields(Digits without decimal)-10204040
    Number fields(Decimal, Percentage, and Currency)-10154040
    Date Fields-10155050
    Date Time Fields-10105050
    Boolean (Checkbox)-10208585
    Long Integer Fields-10153535
    External Fields---1015
    Lookup Fields--5510
    Multi-select Lookup Fields---22
    User Fields---55
    Record Image Field
    File Upload Field--555
    Auto-number Fields(Included in the total no. of Text fields)-1111
    Formula Fields(Included in the total no. of individual field types: Decimal, Currency, String, Date, DateTime, Boolean)--151515
    Multi-user Field---11
    Image Upload Field--222

    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--21025
    Transition per Blueprint--10100300
    Field Count During Transition--41050
    Approval Process---
    Review Process---5/module10/module
    CommandCenter---5 journeys/org (includes both active and inactive journeys)10 journeys /org (includes both active and inactive journeys)

    Automation

    Workflow Rules/org2500
    (maximum 2000 active)    		2500
    (maximum 2000 active)    		2500
    (maximum 2000 active)    		2500
    (maximum 2000 active)    		2500
    (maximum 2000 active)
    Workflow Rules10 rule/module
    (maximum 5 active)    		30 rules/module (maximum 15 active)
    5 conditions/rule    		80 rules/module (maximum 40 active)
    5 conditions/rule    		125 rules/module (maximum 75 active)
    10 conditions/rule    		150 rules/module (maximum 100 active)
    10 conditions/rule
    Scheduled Action-5 actions/condition5 actions/condition5 actions/condition5 actions/condition
    Workflow Usage---
    Tasks5 tasks/action5 tasks/action5 tasks/action5 tasks/action5 tasks/action
    Reminder for
    Workflow Tasks    		-
    Email Notifications(Sending workflow emails to CRM users and customers)5 email notifications/action, 50 emails/user license, 150 emails/day
    (whichever is lower)
    **Emails can be sent only to the CRM users.    		5 email notifications/action, 100 emails/user license, 5,000 emails/day
    (whichever is lower)    		5 email notifications/action, 200 emails/user license, 10,000 emails/day
    (whichever is lower)
         		5 email notifications/action, 500 emails/user license, 25,000 emails/day
    (whichever is lower)
         		5 email notifications/Action, 1,000 emails/User License, 50,000 emails/Day
    (whichever is lesser)
     
    Record Owner, Record Creator, Record Owner's Manager(Options in Alert)
    Using Email field from the Module & Related Modules-
    Field Updates-5 field updates/action5 field updates/action5 field updates/action5 field updates/action
    Delete(Execute On Record Action)-
    Field Update(Execute On Record Action)-
    Create Record(Execute On Record Action)--
    Assign Record Owner(Execute On Record Action)--
    Workflow Convert-
    Execute Based on Date Field Value-
    Execute Based on Record's Score-
    Execute Based on Recommendation---
    Webhooks(Workflow action)--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)
    Functions(Workflow action)---1 Instant Action and 5 Time-Based Actions per Rule1 Instant Action and 5 Time-Based Actions per Rule
    Custom Schedules---10 schedules/org20 schedules/org
    Marketing Attribution---
    Segmentation---1 (active or inactive)
    5 (unpublished or draft)    		5 (active or inactive)
    20 (unpublished or draft)
    Workflow Usage Report---

    Webforms

    Forms for Leads/Contacts1 form/module5 forms/module10 forms/module20 forms/module100 forms/module
    Approve Records
    Auto Response Rules
    Unsubscribe Links25101010
    Notify Record Owner-
    Webform Analytics---100,000 visits/month and 3 months of data for Analytics300,000 visits/month and 3 months of data for Analytics
    Webform A/B Testing---2 webforms/module10 webforms/module

    Email

    Zoho Mail Add-on--
    IMAP--
    Email Insights-
    (Note: Includes response tracking & limited options under advanced filters.)
    Organization Emails35075500500
    BCC Dropbox-10 approved email addresses10 approved email addresses10 approved email addresses10 approved email addresses
    Plug-in for Microsoft Outlook--
    Zoho CRM for Office 365-
    Attachments in Email3MB10MB10MB10MB10MB
    Email Sharing--
    Email Scheduling---
    Email Authentication1 Domain5 Domains10 Domains20 Domains20 Domains
    Email Parser---
    Email Association with Deals--
    Email Relay--10 domains20 domains20 domains

    Integrations

    Integrations with third-party vendors and products within the Zoho family often require paid licenses from both Zoho CRM and the integrated software.
    CRM Marketplace (Extensions for Zoho CRM)
    *some extensions are not available in the Standard and Professional Editions    		-5102050
    Manage Mail Add-on Users--
    Zoho Creator Integration---
    Integration with Online Meeting providers Integrations available with Hosted and On Premise Meeting providers-
    Visitor Tracking
    Zoho SalesIQ Integration
    SalesInbox---
    Zoho Survey Integration Survey campaigns can only be created in Enterprise edition and above.
    Survey Creation in Campaigns Module---
    Zoho Writer Add-on--
    Zoho Desk Integration
    Zoho Projects Integration
    Zoho Finance Suite Integration Includes Zoho Books, Zoho Invoice, Zoho Expense, Zoho Inventory and Zoho Subscriptions. --
    Zoho PhoneBridge Integrations available with Hosted and On Premise PBX -
    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) Default merge limit is 1000 merges/month/org. Additional merges can be published.--1000 merges/month/org1000 merges/month/org1000 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 
    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/module10/module20/module100/module
    Zoho CRM for Gmail Add-on-

    Developer Tools

    APIs (Max allowed credits)
    More details on limits     API limits vary based upon user license purchased.     		5000 credits/day/org.100,000 credits/day/org.500,000 credits/day/org.1,000,000 credits/day/org.Unlimited (2,000/user)
    Widgets---
    Connections---
    Functions - (Max allowed credits)
    More details on limits     Functions limits vary based upon user license purchased.    		-15,000 credits/day/org. Available through extensions20,000 credits/day/org. Available through extensions200,000 credits/day/org.Unlimited (1,000/user license)

    General

    Personal Settings
    Company Logo and Theme
    Fiscal Year
    Business Hours
    Portals
    Default/Client portal is free with 10,000 portal invites. Additional portals and users must be purchased as per requirement.    		---

    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
    Not supported for new sign-ups from Oct 1st, 2021. Complete EOL by Nov 30th, 2021.    		--
    Tags for Records-5 tags/record
    20 tags/module    		10 tags/record
    60 tags/module    		10 tags/record
    100 tags/module    		10 tags/record
    200 tags/module
    Sticky Notes
    Translations---
    Users3 Users (Free)₹800 /user license/month
    billed annually or
    ₹1300 month-to-month    		₹1400 /user license/month
    billed annually or
    ₹2100 month-to-month    		₹2400 /user license/month
    billed annually or
    ₹3000 month-to-month    		₹2600 /user license/month
    billed annually or
    ₹3200 month-to-month

    Last updated on: Sep 29th, 2022

    See our feature availability of Trial edition See our feature availability of Developer edition