ZOHO ONE - PLAN DETAILS

For an unbelievable price, Zoho One offers you the following applications.

FreeEssentialsStandard
  • Zoho One
  • Sales
  • Marketing
  • Support
  • Productivity
  • HR
  • Legal
  • Business Process
Limit Calculator
Zoho Directory
  • Zoho Directory
  • Application/Device management
Sales
  • CRM
  • Bigin
Marketing
  • SalesIQ
  • Campaigns
  • Forms
  • Backstage
Support
  • Desk
Productivity
  • Projects
  • Learn
HR
  • People
  • Recruit
Legal
  • Contracts
Business Process
  • Creator
  • DataPrep

Zoho Directory

  • Admin Panel
  • Single sign-on
  • Active Directory sync
  • Centralized user management
  • 24x5 support
  • Domain management
  • Conditional app assignment
  • Custom fields
  • Usage stats/reports
  • Telephony
  • Application management
  • Zoho apps
  • Creator custom apps
  • Mobile apps
  • Directory apps
  • Security Policies
  • Multi-factor authentication
    • Biometric factors - Touch ID/Face ID
    • SMS
    • Time-based OTP
    • Scan QR
    • Push notification
    • Yubikey
  • IP restriction
  • Password policy
  • Groups
  • Customizable group management
  • Customizable security policies
  • BluePencil Extension
  • Grammar
  • Spelling
  • Punctuation
  • Personal dictionary
  • Pocket editor
    • Wordy phrases
    • Sentence length
    • Informal writing
    • Non-inclusive language
    • Passive sentences
    • Commonly confused words
    • Better word choices
    • Rephrased sentences
    • Transliteration
    • Organization dictionary

Application/Device Management

  • Mobile Application Management (MAM)
  • Unlimited Devices
  • Distribute only Zoho One apps automatically
  • All type of Device Enrollment
  • Device Actions which is associated like remote lock, Corporate Wipe and Clear Passcode
  • Distribute Zoho One mobile apps to User's device / group
  • Device Authentication
  • 1 device per employee license
  • Mobile Device Management (MDM)
  • 25 devices by default with all MDM features
  • Device Enrollment
  • Profile Management
  • App Management
  • Security Management
  • Asset Management
  • E-mail Management
  • Reports and Audit
  • Know more about MDM's professional plan
Note: If more than 25 devices are managed, then the cost will be applicable for all the devices. (From the first device)

CRM

  • Sales Force Automation
  • Leads
  • Accounts
  • Contacts
  • Deals
  • Feeds
  • Document Library
  • Activities (Tasks, Meetings, Calls)
  • Reminders - Task only
  • Recurring Activities
  • CRM Analytics
  • Standard Reports
  • Marketing Automation
  • Campaigns
  • Custom Email Templates - 10 templates
  • Email Opt-out
  • Data Administration
  • File Storage (for Org.) - 1GB
  • Data Storage All modules   -  5,000 records (10 MB)
  • Import Data - 1,000/batch
  • Merge Duplicates - Find & Merge Option
  • Import History - Past 60 days
  • Export Module Data - 200,000 records/module, upto 10 exports per day
  • Export Reports (Daily) - Unlimited formatted reports
  • Data Backup - ₹690/request
  • Security Management
  • Profiles - 2
  • Roles - 2
  • GDPR Compliance Settings
  • Product Customization
  • Customization features
    • Home Page Components - 5
    • Organize Tabs
    • Rename Tabs
    • Layout Editor
    • Standard List Views
    • Custom List Views - 5 list views/module
    • Records in List Views - 50
    • Smart Filter - 5
    • Kanban View - 1 (Only for the Deals and Activities modules)
    • Modify Criteria Pattern
    • Last Activity Time in Criteria
    • Customize Search Layout
    • Personal Fields (Marking fields as personal)   -  30 fields/module
    • Wizards - 5 wizards, up to 2 per module
    • Multiple Sales Pipeline (Only for Deals module)   -  Default (standard) pipeline only
  • Maximum limit for individual field types
    • Record Image Field
  • Special Fields
    • Contact Role
  • CRM for Everyone
  • Next Gen UI
    • Sidebar
    • Split view - 1/org
    • Dark mode
  • Automation
  • Workflow Rules (Organization limits) - 2500 (maximum 2000 active)
  • Workflow Rules (Configuration limits) - 10 rule/module (maximum 5 active)
  • Tasks - 5 tasks/action
  • Email notifications Sending workflow emails to CRM users and customers.
    • 5 email notifications/action
    • 50 emails/employee license, 150 emails/day (whichever is lower) **Emails can be sent only to the CRM users.
  • Record Owner, Record Creator, Record Owner's Manager (Options in Alert)
  • Add Task, Add Meeting, Schedule Call, and Create Record (Execute On Record Action)   -  1,000(Only Add Task is supported)
  • Webforms
  • Forms for Leads/Contacts - 1 form/module
  • Approve Records
  • Auto Response Rules - 1 rule
  • Unsubscribe Links - 2
  • Email
  • Individual Email - 50/user/day (Maximum 150 per org)
  • Organization Emails - 3
  • Attachments in Email - 10MB
  • Email Scheduling
  • Email Authentication - 10 Domains
  • Integrations Integrations with third-party vendors and products within the Zoho family often require paid licenses from both the Zoho CRM and the integrated software.
  • Visitor Tracking Zoho SalesIQ Integration
  • Zoho Desk Integration
  • Zoho Projects Integration
  • Zoho Campaigns Integration
  • Zoho Forms Integration
  • Zoho CRM Mobile Edition
  • Check-in
  • Developer Hub
  • APIs - Allowed credits More details on API limitsIn a 24 hour window.   -  5,000
  • APIs - Maximum credits In a 24 hour window.   -  5,000
  • General
  • Personal Settings
  • Company Logo and Theme
  • Fiscal Year
  • Business Hours
  • Business Card View
  • Calendar
  • Advanced filters
  • Sticky Notes
  • Accessibility Controls

Bigin

  • Data
  • Records - 500/org
  • Products
  • Users and Control
  • Profiles - 2
  • Roles - 2
  • Data Administration
  • Import Data - 250 records/batch
  • Import History - Past 60 days
  • One Time Data Backup Upto 10 additional units can be purchased   -  ₹300 /request
  • File Storage/Org - 1 GB
  • Find and Merge Duplicates
  • Card Scanner
  • Export limits 200,000 records per export.   -  10 Exports per day
  • Pipelines
  • Team Pipeline Create dedicated pipelines for different customer-centric operations with pipeline-specific fields, record types, stages, and profile permissions.   -  1
  • Sub-Pipelines Sub-pipelines are just the traditional pipelines that contains a series of stages. You can have multiple sub-pipelines inside a Team Pipeline.   -  1
  • Custom Fields - 5/Team Pipeline
  • Stages - 25/Sub-pipeline
  • Custom List Views - 5/Team Pipeline
  • Pipeline view (Kanban view)
  • Customization
  • Custom List Views - 5/module
  • Max Records in List View - 50
  • Customize Related Lists Tabs
  • Sheet View
  • Automation
  • Automations (Workflows + Stage Automation) - 3 rules/org
  • Instant Actions
  • Task Actions - 1 task/action
  • Email Actions - 1 alert/action
  • Field Updates - 1/action
  • Send email notification for record owners/creators/owner's manager
  • Artificial Intelligence
  • Zia Agent Studio Integration
  • Zoho MCP Integration
  • Advanced Features
  • Forms - 1
  • Approve Records
  • Integrations and Toppings
  • Zoho Desk
  • Zoho Campaigns
  • Zoho Forms
  • Bigin add-on for Gmail
  • Microsoft Outlook Add-In
  • Zapier
  • Zoho Projects
  • Booking Pages - 1 Booking Page
  • Microsoft Teams
  • Zoho Directory
  • Merge templates using Zoho Writer
  • Advanced Features
  • Forms Add-on: ₹60 /month per additional web form   -  1
  • Approve Records
  • Email
  • Email Templates - 5
  • Attachments in Templates - 3MB/template
  • Individual Email - 50/day/user
  • Attachments in Individual Email - 3 MB/email
  • Automation Emails ( Max limit per day.) - 50 emails/employee licence 150 emails/day,(whichever is lower)
  • Analytics
  • Standard dashboards
  • Developer Tools
  • APIs (Max allowed credits) More details on limitsAPI limits vary based upon user license purchased.   -  5000 credits/day/org

SalesIQ

  • PRICING
  • Operator license included The number of authorized users that can be added.   -  3
  • Brands Brands help you manage the different customer touchpoints (website, mobile app, and email signature live chat) of each of your organization’s business streams under a single SalesIQ portal. You get one brand by default but can buy more as add-ons.   -  1
  • BRAND SETTINGS
  • Profiles Assign default profiles like Associate, Supervisor, or Administrator with varying permissions to your operators. In our paid plans, you can create custom user profiles with clearly defined permissions at the feature level.   -  3 (default profiles)
  • Departments Group operators into departments based on business function, service location, or area of expertise to route incoming chats.   -  1
  • VISITOR INSIGHTS
  • Live visitor dashboard View a real-time list of all your website visitors along with their status, grouped into four segments with varying priority levels based on the criteria you define.
  • Monthly visitor tracking limit The number of unique visitors we track each month. Your limit depends on your plan. Once you hit your limit, you can buy a tracking add-on to track more.   -  10k
  • PEOPLE
  • Visitors Get an overview of all the visitors who have visited your website and their details.
  • Users Users are individuals verified via phone number, email address, or JWT authentication.
  • Contacts Get a list of visitors who've left you their contact information such as email address, phone number, etc. that can be used to perform a follow-up.
  • RESOURCES
  • Canned replies Quickly launch pre-programmed responses to common questions while responding to customers.   -  25
  • LIVE CHAT
  • Operator chat sessions The total number of unique chat sessions operators can have with visitors each month.   -  100
  • Concurrent chat limit Set an upper limit on the number of chats that are assigned to each of your operators at a time.
  • File sharing Exchange files with your visitors: Share supporting resources with them, and let them send files to explain their query more clearly. *We support 60+ file formats including documents, spreadsheets, presentations, images, audio, and video, and each file must be under 50 MB.
  • Voice note Send and receive voice notes in live chat making it easier to ask questions, explain solutions, and communicate naturally without typing.
  • Chat history View the chat archives of all visitors who've had a chat with your team.   -  30 days
  • Offline messaging Let customers leave a message, even when all your agents are offline, which you can easily respond to at a later period.
  • Language selector Allow visitors to select their preferred language when interacting with the SalesIQ chat widget for a fully personalized experience.
  • Rating and feedback Choose from multiple feedback formats: emoji rating, star rating, like/dislike, or text.
  • Credit card masking Let customers hide their credit card number in chat, showing only the last four digits.
  • CHANNELS
  • Website Give your visitors a gateway to instantly reach out to you by adding live chat to your website.
  • Mobile app Add live chat to your mobile applications and connect with your app users in real time.
  • INTEGRATIONS AND PLUGINS
  • Zoho CRM Integrate Zoho SalesIQ with your Zoho CRM account and give your team instant access to your customer database.
  • Bigin by Zoho CRM Connect SalesIQ with Bigin—Zoho's CRM for SMBs—to sync lead info, track conversations, and manage follow-ups seamlessly.
  • Zoho Desk Integrate Zoho SalesIQ with your Zoho Desk account and give your team instant access to all your customer support interactions.
  • Zoho Campaigns Track visitors landing on your website from your email campaigns and add warm leads directly from SalesIQ to relevant mailing lists.
  • Zoho Projects Create tasks, log issues, and track project status directly from SalesIQ, connecting your support and sales teams with your engineering team.
  • Wix Add SalesIQ to your Wix website to track your website visitors in real time and instantly connect with them.
  • Shopify Extend the interactive benefits of in-store shopping to your ecommerce store to convert visitors into buyers and increase cart value.
  • Wordpress Easily add SalesIQ to your WordPress blog or site to connect with visitors in real time.
  • WooCommerce Boost your ecommerce sales with contextual engagement based on real-time visitor information.
  • REPORTS AND MONITORING
  • Daily - Scheduled Get daily reports consisting of the number of visitors on the site, top pages and traffic sources, number of chats, and operator availability delivered right to your inbox.
  • DEVICE APPS
  • Desktop apps Use Zoho SalesIQ on Mac, Windows or Ubuntu desktops for a browser-free experience.
  • OPERATOR MOBILE APP With the Zoho SalesIQ mobile app, operators can chat with customers from their mobile devices.
  • Media kit Edit and annotate images, and trim videos before sharing them.

Campaigns

  • Design
  • Basic template layouts
  • Pre-designed, responsive newsletter templates - Basic
  • Drag-and-drop template editor
  • Email Marketing
  • Unlimited emails - Limited
  • Customizable header and footer
  • Bot filtering
  • Reports and analytics
  • AI
  • Contextul AI
  • Gen AI content generation
  • AI subject line recommendation
  • AI powered product recommedations
  • Send time optimization
  • Contact Management
  • Customizable signup forms
  • Topics
  • Personalization
  • Merge tags
  • Email Delivery and Deliverability
  • Email authentication using SPF/Sender ID, Domain Key/DKIM
  • Compliance check
  • Actions
  • Send Email
  • Integrations
  • Zoho CRM
  • Zoho Recruit
  • Zoho Desk
  • Bigin by Zoho CRM
  • SugarCRM
  • Salesforce
  • Eventbrite
  • Tracking URLs with Google Analytics
  • SurveyMonkey
  • YouTube For video email
  • Vimeo for video email campaigns
  • Flickr Add images to the template gallery
  • Google Photos Add images to the template gallery
  • PayPal
  • Giphy
  • GoToWebinar
  • Evernote
  • Dropbox
  • OneDrive
  • Box
  • Wistia
  • HubSpot
  • MS Dynamics 365
  • Zendesk
  • Developer API

Forms

  • BASICS
  • Forms Create powerful, customizable forms to collect data from anywhere.   -  3
  • Submissions Track and manage all entries submitted through your forms.   -  500/month
  • Reports Generate custom reports based on the data collected from submissions.   -  Unlimited
  • Storage Store form uploads securely on Zoho's cloud-based servers.   -  200MB
  • Card Forms Design forms with a card-style layout for a modern look and a better user experience.
  • Spotlight Forms Design forms where each field comes into focus as respondents scroll, for a distraction-free experience.
  • AI Forms Go from idea to stunning form in seconds, just by entering a prompt in a few words!
  • PDF to Form Upload your PDF and convert them into a functional online form.
  • Images to Form Upload your images and convert them into a functional online form.
  • Import Forms and Entries Import forms and their data into Zoho Forms by uploading a CSV file.
  • Multi-Page Forms Break down complex forms into multiple pages to simplify user experience.
  • Choice Availability Define the availability of each choice within your choice fields by assigning a specific quantity.   -  1 field per form 50 submissions per form (shared limit across Choice Availability and Availability fields)
  • Form Templates Use pre-designed templates to quickly create new forms.
  • Default Themes Apply built-in themes to your forms to enhance visual appeal.
  • Mobile Responsive Forms Design forms that automatically adjust to the screen size of respondents' mobile devices.
  • Mobile App (iOS and Android) Access and manage your forms using the native mobile apps available for both iOS and Android.
  • Tech Support Receive assistance through email for any questions or problems encountered while using Zoho Forms.
  • Payment Integrations (Up to 10 payments in Free plan) Collect payments from form respondents via secure gateways.
  • PayPal Accept payments through PayPal directly on your forms.
  • PayPal Checkout Utilize PayPal's checkout gateway to streamline payment process on your forms.
  • Stripe Allow form users to make payments using Stripe.
  • Stripe Checkout Utilize Stripe's checkout gateway to streamline the payment process on your forms.
  • 2Checkout Enable payment processing through 2Checkout to accept multiple forms of payment worldwide.
  • Razorpay Utilize Razorpay for handling payments on your forms.
  • Authorize.Net Integrate Authorize.Net to provide a secure payment gateway on your forms.
  • PayTM Accept payments through PayTM, a popular payment method in India.
  • Instamojo Use Instamojo to facilitate easy payments on your forms.
  • PayTabs Integrate PayTabs to process payments on your forms.
  • Square Accept payments via Square to facilitate financial transactions on your forms.
  • Paystack Use Paystack for processing payments on your forms.
  • Midtrans Use Midtrans for processing payments on your form.
  • Zoho Checkout Seamlessly incorporate Zoho Checkout for efficient transactions.   -  1 Org can be created / connected
  • Privacy Features
  • PII Mark fields as personal to manage user data privacy more effectively.
  • Form Settings
  • General General settings for form configuration such as text direction, Thank You Page, etc.
    • Display - Text Direction (RTL & LTR) Choose text direction for your form: Right-to-Left or Left-to-Right.
    • Thank You Page Direct users to a custom Thank You page after submission
    • Date & Time Set date and time options for the form.
    • Form Availability Schedule when forms are available for submission.
    • Respondent Location Track the location of respondents (based on browser-level consent) who complete the form.
  • Email & Notifications Configure and manage notifications sent to users and respondents.
    • Email Send automated email notifications of form submissions and updates.
    • DKIM Configure DKIM settings for sending authenticated emails to recipients.
    • SMS Send instant SMS notifications of form submissions and updates.
  • Branding Customize the branding of your forms to match your organization's identity and style.
    • Custom Form Link Customize the form name in your Form Permalink (URL).
  • PDF & Document Merge Generate PDFs of submissions and merge submitted data into other documents.
    • PDF Editor Automatically create professional-looking PDF documents of form submissions.   -  Up to 50 PDFs
    • Document Merge Auto-populate Zoho Writer documents with form submissions.
  • Submissions & Storage Manage how submissions are stored and handled.
    • Save & Resume Allow users to save their progress and resume the form later.
    • Browser Auto-Save Automatically saves partially filled form data locally in the browser for up to 7 days.
    • Review Before Submission Let users review their responses before final submission.
    • Geolocation Setup form access based on Geolocation.
  • Translation & Messages Customize the language and messages displayed on your forms.
    • Custom Messages Set up personalized messages to display on forms.
  • Spam Control Implement measures to prevent spam submissions.
    • Zoho Forms CAPTCHA Prevent automated bot submissions using Zoho Forms built-in CAPTCHA test.
  • Mobile App Create forms and collect data from anywhere using mobile devices—even without an internet connection.
    • Push Notifications Send push notifications to your mobile devices upon form submissions and updates.
  • Compliance & Audit Ensure your form management processes comply with regulations and standards.
    • Accessibility Make your forms accessible to users with disabilities.
  • Prefill Prefill form fields quickly and easily using multiple options.
    • Field Alias - Prefill URL Enable prefilling of form fields via URL parameters using aliases.
    • Scan & Prefill Allows users to fill out forms by scanning physical entities.
  • Form Sharing Easily share forms across various channels.
  • Public Link Share forms using a public URL that anyone can access over the web.
  • iFrame Source Code Get the iFrame source code to embed your form on websites.
  • Form HTML Download Download the HTML code of your form for custom usage.
  • Lightbox Pop-up Create an impressive pop-up lightbox for your form on web pages.
  • QR Code Generate a QR code for respondents to easily access your forms.
  • Facebook Share forms on Facebook to boost your presence on social media.
  • X Share forms on X to enhance your visibility on social media.
  • LinkedIn Share forms on LinkedIn to promote your presence on social media.
  • Conditional Rules Set up rules that trigger actions in your forms based on user responses.
  • Field Rules Implement rules that apply to your preferred fields based on user inputs.
  • Form Rules Define rules that influence the overall operation of your form based on certain conditions.
  • Page Rules Create rules that modify the behavior of form pages based on user interaction.
  • Integrations Connect your forms with various applications to reduce manual effort and enhance functionality.
  • Zoho CRM Integrate your forms with Zoho CRM to manage customer data effectively.
  • Bigin by Zoho CRM Link your forms with Bigin by Zoho CRM to handle customer data effectively.
  • Zoho SalesIQ Utilize Zoho SalesIQ to improve customer interactions and provide real-time support on your website.
  • Zoho Desk Integrate with Zoho Desk to manage customer support tickets generated via forms.
  • Zoho Creator Integrate your forms with Zoho Creator for data management and workflow automation.
  • Zoho Campaigns Automate adding contacts to the mailing lists in your Zoho Campaigns account.
  • Zoho Projects Link your forms to Zoho Projects to manage project-related tasks and data.
  • Zoho Recruit Integrate with Zoho Recruit to streamline the recruitment process using forms.
  • ServiceDesk Plus Cloud Integrate with ServiceDesk Plus Cloud for managing IT service requests raised via forms.
  • Google Sheets Push form data directly to Google Sheets for further analysis.
  • Microsoft Excel Send form data to Microsoft Excel for further analysis.
  • Google Calendar Push entries as events in Google Calendar for better schedule management.
  • Outlook Calendar Push entries as events in Outlook Calendar for better schedule management.
  • Microsoft Teams Integrate forms with Microsoft Teams to facilitate team discussions and workflows.
  • Webhooks Use webhooks to automatically send form data to other web services.
  • Zapier Connect your forms with Zapier to automate workflows in online services using form data.
  • Workload Connect your forms with Workload to automate workflows in online services using form data.
  • Microsoft Power Automate Integrate your form with Microsoft Power Automate to trigger automated workflows across various applications whenever a response is submitted.
  • n8n Integration Integrate your form with n8n to automate workflows by connecting your forms to various applications.
  • Managing Entries Manage and review entries submitted through your forms efficiently.
  • List View Display form submissions in a list format for easy management.
  • Kanban View Organize submissions in a Kanban board view to visualize submissions easily.
  • CSV Export Export form data in CSV format for use in other applications and data management.
  • PDF Export Generate PDFs of your form data for easy distribution and printing.
  • Filter Apply filters to refine the data displayed in your reports.
  • Summary Layout Choose a summary layout for displaying submissions effectively.
  • Freeze Pane Keep certain parts of your data visible while scrolling through submissions.
  • Printable Entries List Generate a printable list of all entries for physical record keeping.
  • Printable Entries Summary Create summary reports in a printable format for easy reference.
  • Email Campaigns Send forms to your audience directly via email.
  • Zoho Campaigns Distribute your form via email using Zoho Campaigns' mailing list.
  • MailChimp Send forms to your audience using customized mailing lists in Mailchimp.
  • Tracking Use various tracking tools to analyze traffic and interactions involving your forms.
  • UTM Tracking Track marketing campaign effectiveness through UTM codes linked to your forms.
  • Google Adwords (GCLID) Track conversions from Google Ads using GCLID with your forms.
  • Google Analytics - Goal Tracking Monitor form submission goals using Google Analytics.
  • Facebook Pixel - Event Tracking Use Facebook Pixel to track specific events on your forms, like submissions or page views.
  • Reports Generate and customize reports to analyze data collected from your forms.
  • Public Sharing Link Create a link to share your reports publicly with unrestricted access.
  • iFrame Source Code Use iFrame source code to embed your reports on websites.
  • HTML Button/Link to Embed Report Provide an HTML link or button that allows others to embed your report.
  • Customizable Filters Use filters to customize data views in reports.
  • Auto Filters Automatically apply filters to data reports for efficiency.
  • Show/Hide Columns Choose which columns to display or hide in your reports for customized views.
  • Kanban View Use a Kanban layout for visual management of reports.
  • CSV Export Export report data in CSV format for further processing.
  • PDF Export Generate reports in PDF format for easy sharing and printing.
  • Form Management Manage your forms efficiently.
  • Basic Form Analytics Get basic analytics on form performance and user interactions.
  • Audit - Organization Level Conduct audits at the organizational level to ensure compliance and record integrity.
  • Form Audit Perform detailed audits of form usage and changes.
  • Form Duplication Create a copy of an existing form to increase productivity and eliminate manual workload.
  • Form Enable/Disable Toggle forms on or off to control their availability for submission.
  • Switch Form Type (Standard to Card and vice-versa) Switch between different form types to suit different needs.
  • Copy Forms to Another Organization Copy forms between different organizations within your network.
  • Global Choice List Create a list of predefined choices that can be used across choice-based fields in multiple forms.
  • Global Holidays List Create and manage lists of holidays that can be used in the Date and Date-Time fields.
  • Form Fields
  • Grid Organize your form fields in a column-based layout.
    • 1-Column Fields appear in a stacked layout, one below the other.
    • 2-Column Fields appear side by side in two columns.
    • 3-Column Fields appear side by side in three columns.
  • Basic Info Collect essential details from your respondents.
    • Name Provide a dedicated field to collect names in your form.
    • Address Include an address field for collecting location details.
    • Phone Offer this field to collect phone numbers in a preferred format.
    • Email Include an email field to collect accurate email addresses.
    • Website Include a field for users to enter website addresses accurately.
    • GeoComplete Allow users to autofill an entire address in a single line.
  • Text Box Allow users to enter text-based responses.
    • Single Line Allow users to enter a single line of text in the form.
    • Multi Line Enable users to input multiple lines of text in a text area.
    • Regex Collects input validated against a custom regex pattern.
  • Number Gather numeric inputs for precise data collection.
    • Number Include number fields for numeric data entry.
    • Decimal Add fields for decimal number entry.
    • Formula Use formula fields to perform calculations based on other fields in the form.
    • Currency Offer a dedicated field for currency amounts, including symbol formatting.
  • Choices Enable users to select from multiple-choice options.
    • Dropdown Add dropdown menus for users to select from predefined options.
    • Grouped Dropdown Organize choices under groups to make selection easier.
    • Radio Include radio buttons for selecting one option from several choices.
    • Checkbox Provide checkboxes to allow respondents to pick their choices.
    • Multiple Choice Allow respondents to select multiple options from a list.
    • Image Choices Provide image-based selections to make your forms more interactive.
  • Matrix Choice Add a matrix of choices for complex question structures.
    • Radio
    • Checkbox
    • Dropdown
    • Textbox
    • Number
    • Currency
    • Multi-Type
  • Date & Time capture date and time inputs effortlessly
    • Date Allow users to select a date from a popup calendar.
    • Time Allow users to select a time from a popup box.
    • Date-Time Collect date and time in a singular field for precision.
    • Month-Year Collect Month and Year from a single field for precision.
  • Availability Manage bookable day and time slots directly within your form.
    • Day Availability Allows respondents to book a specific date from the available slot.   -  1 field per form 50 submissions per form (shared limit across Choice Availability and Availability fields)
    • Date-Time Availability Allows respondents to select a precise time slot on a specific date.   -  1 field per form 50 submissions per form (shared limit across Choice Availability and Availability fields)
  • Uploads Let users attach files or documents to their forms.
    • File Upload Allow users to upload files such as documents.
    • Image Upload Enable image uploads directly through the form.
    • Audio/Video Upload Allow users to upload audio or video files.
  • Rating scales Collect reviews using structured rating options.
    • Rating Add a rating scale, such as stars or hearts, to collect user evaluations.
    • Slider Include a slider for visually appealing numerical data entry.
  • Instructions Provide additional information within the form
    • Description Add descriptive text or instructions within your forms to guide users.
    • Audio Embed Embed audio files directly in your form.
    • Video Embed Embed video files directly in your form.
    • PDF Embed Embed PDF files directly in your form.
    • Map Location Display a fixed location on a map within your form.
    • Image Slider Showcase multiple images in a carousel format within your form.
  • Identifier Use fields for respondent identification.
    • Unique ID Automatically generate a unique ID for each form submission.
    • Random ID Generate random IDs for every form submission.
  • Legal & Consent Add terms, attest signatures, or Decision boxes to your forms.
    • Terms and Conditions Embed terms and conditions that users must agree to before submitting the form.
    • Signature Include a signature field for users to digitally sign your forms.
    • Decision Box Insert a checkbox for simple yes/no questions.
    • Yes/No Add a dedicated binary field for quick confirmations and consent.
  • Page Elements Organize form layout with sections and breaks.
    • Section Divide your form into sections to organize related fields together.
    • Heading Add a styled heading with an optional description and image to visually organize sections of your form.
    • Page Break Insert a page break to split your form into multiple pages for easier navigation.
    • Divider Insert a horizontal line to visually separate sections of your form.
    • Spacer Insert vertical spacing between form elements to improve the visual layout and readability of your form.
  • Advanced Fields Use advanced field options to enrich your forms.
    • Zoho CRM Add a Zoho CRM field to fetch and prefill form with data from Zoho CRM.
  • AI Use AI-powered form fields to enhance user experience.
    • Smart Scan Auto-fill forms by extracting data from images using OCR.   -  Up to 50 Credits

Backstage

  • Portal
  • Portal - 1
  • Portal admin - 1
  • Number of events (In-person/Virtual/Hybrid) - Unlimited
  • Event days - 1/event
  • Sessions - 3/event
  • Session duration - 3 sessions (45 minutes each)
  • Event organizers - 2/event
  • Attendees - 100/event
  • RSVP invites - 300/event
  • Speakers - 3/event
  • Portal Settings
  • Data privacy
  • Attendee profile management
  • Activity log
  • Portal-level content library
  • Team management
  • Agenda Builder
  • Agenda builder
  • Tracks - 1
  • Host controls
  • Bookmarking sessions
  • Agenda export and import
  • Event Ticketing
  • Ticket classes - 1
  • Commission-free event ticketing - Not applicable
  • RSVP management
  • Registration approval
  • On-Site Solutions
  • Event check in
  • Session check in
  • Event Website
  • Website builder
  • Website themes/templates
  • Website language - 1 language*
  • Cookie management
  • Event Communication
  • Custom sender email
  • Automated emails
  • Event Networking and Engagement
  • Lounges - 1/event
  • Live polling
  • Live Q&A
  • Event Analytics
  • Event dashboard
  • Attendee analytics
  • Session analytics
  • Webcasting Services
  • Backstage OnAir
  • Third-party webcast services
  • Mobile Apps
  • Attendee mobile app—Android and iOS)
  • Organizer mobile app—Android and iOS)

Desk

  • TICKET MANAGEMENT
  • E-mail tickets Convert emails into tickets automatically when you add email as a channel.
  • Comment in ticket Add private comments to internal teams.
  • Private conversations in ticket Converse with external agents and consultants, and quickly resolve problems on the same ticket without notifying the customer until you wish to.
  • Spam tickets Mark tickets as spam.
  • Ticket history See the activity on a ticket in chronological order.
  • Ticket resolution note Make internal notes about successful solutions to issues.
  • Ticket tags Add labels to tickets to organize them intuitively.   -  10/Ticket
  • AGENT PRODUCTIVITY
  • Quick ticket view (Peek view) View ticket content from the list view, without having to open it.
  • Response editor with rich text support Format your responses for better clarity and understanding.
  • Advanced search Search across all modules from a single place.
  • Response draft Save in-progress responses as drafts automatically.
  • CUSTOMER SUPPORT CHANNELS
  • Email channel This refers to your support email address.   -  1
  • Help center Set up a self-service portal for your customers.
  • Feedback widget Add the Advanced Web Form as a portable widget to your website.   -  1
  • Advanced web forms Allow potentials and customers to log tickets via forms on any web page.   -  1
  • HELP DESK AUTOMATION
  • Notification rules Use rules to notify agents and customers about progress made on tickets.
  • Macros Combine actions performed frequently on tickets into macros that can be manually applied.   -  2
  • SERVICE LEVEL AGREEMENTS (SLA's)
  • Number of SLAs Service level agreements (SLAs) help you manage response and resolution time by automating actions based on ticket deadlines   -  Default
  • Stop the SLA clock (On hold state) Pause response time counter when progress cannot be made on a ticket.   -  Default for on-hold status (Not customizable)
  • HELP DESK CUSTOMIZATION
  • Custom email templates Create your own email templates for notifications and agent responses.   -  Default templates
  • Customize tabs Rename, hide, and reorder the tabs at the top of the Zoho Desk interface.
  • Customize form fields Use field layouts to customize fields and field values pertinent to each department.
  • PERSONALIZATION
  • Helpdesk appearance - Night mode Switch between light mode, night mode, or auto-mode based on your surroundings.
  • Display screen settings Choose the most suitable display layout that is optimal for your screen resolution.
  • Display font control Select your preferred font style and size.
  • Reply editor font controls Select the default font type and size for your email description and reply editors.
  • Reply button behaviour Select the reply actions you want the button to display by default.
  • Landing page settings Select the default home page that appears when you log in.
  • Reply - article auto suggestion Get article suggestions while replying to tickets.
  • Default send behaviour Set default send behavior for ticket as Send & Close or Send.
  • Multi-language support View Zoho Desk in any of the supported languages.
  • Date & time format control Select a date & time format based on your preference or locale.
  • ARTIFICIAL INTELLIGENCE - ZIA
  • Content analysis Zia checks for grammatical errors, analyses readability, and scores content quality. *Available DCs: US, EU, IN, AU, JP, CA, CN, UAE
  • AI AGENTS
  • Zia Agent Studio Zoho's agentic AI development environment that lets you create and deploy autonomous AI agents. Learn more
  • Zia Agent Store Access a repository of pre-built AI agents to automate your business tasks.Learn more
  • HELP CENTER
  • Private knowledge base for agents Create a private repository of solutions for your agents to access.
  • Article versioning Keep track of multiple versions of your KB articles.
  • CUSTOMER MANAGEMENT
  • Contact & account information management Record customer details as contacts, and group them into common accounts.
  • Private notes for contacts & accounts Make internal notes about customers for the team's future reference.
  • Dedicated owners for contacts & accounts Assign dedicated agents within your team to specific customers.
  • ANALYTICS
  • Agent dashboard Track all agent performance parameters along with agent information and current availability.
  • AGENTS & PERMISSIONS
  • Profiles Manage permissions to modules, fields, and utilities by categorizing agents under different profiles.   -  Default (Non-Editable)
  • Roles Create roles to replicate your organization chart and assign a profile to each role accordingly.   -  Default (Non-Editable)
  • MOBILE EXPERIENCE
  • Radar app for Zoho Desk Vital stats curated in real-time for managers and agents.
  • Zoho Desk app Collaborate from anywhere effortlessly, with Zoho Desk on mobile.
  • SECURITY
  • IP range restriction (active directory) Whitelist the IP addresses you use to access Zoho's services and deny access attempts from networks not added to the whitelist.
  • CSP policy header Prevent client-side script execution of malicious content on the web page.
  • DKIM/DMARC Provide credibility to your domain and tell the receiving server that you are trustworthy to avoid ending up in spam.
  • PRIVACY
  • Anonymization of agent and customer Anonymize data subjects who reside in the European Union as outlined in the General Data Protection Regulation (GDPR).
  • Data center location Choose the nearest data center country location while signing up.
  • ACCESSIBILITY
  • Highlight critical information Display critical information like ticket ID, ticket owner, contact details, etc. in striking color.
  • Underline links Increase the visibility of links with an underline.
  • Emphasis focus area Indicate the extent and clickablity of focus area by adding a border.
  • Animation controls Optimize the animations and transitions across your helpdesk.
  • Reading mask Eliminate distractions by focusing the text you're reading and masking the rest.
  • Zoom level adjuster Adjust the zoom level until the page is easy to view.
  • Screen reader Render the content (text, buttons, images, and links) on your screen into speech or braille.
  • Keyboard focus navigation Navigate between screens, switch tabs, and perform tasks using only keyboard keys.
  • Custom scrollbar Replace native scrollbar with a compact scrollbar for seamless navigation while indicating the scroll position.
  • Toast notifications Get brief notifications that convey action related information.
  • Focus ring Highlights the present interactive element on your screen.
  • Custom cursor Select a mouse pointer of your desired color and size based on your preferences or actions instead of a default arrow-based cursor.
  • Page navigation Navigate to the section you choose to read using a keyboard instead of sequentially scrolling through the entire document.
  • DATA ADMINISTRATION
  • Export data Export your data in CSV format from individual Zoho Desk modules.   -  1000/batch
  • Import history Keep track of all the times you've imported data into your help desk.   -  Past 60 days

Projects

  • PROJECT MANAGEMENT
  • Projects - 3
  • Storage Space - 5GB
  • Project Groups
  • Private Projects
  • Project Templates Gallery
  • TASK MANAGEMENT
  • Subtasks
  • Gantt Charts
  • Project Timeline Gantt
  • Task Dependency - Within project (Finish-to-Start)
  • Reminders
  • CHARTS / REPORTS
  • Custom Reports within Project - Predefined set of reports (1 report / module)
  • ZIA - Zoho's AI Assistant
  • MCP Server (using Zoho MCP) Connects AI models to Zoho Projects so they can understand your data and perform actions based on natural language instructions. Learn more
  • Collaboration
  • Project Feeds
  • Document sharing
  • Calendar & Forums
  • Tags
  • Pages & Chat - 1 Project
  • CUSTOMIZATIONS
  • Project Dashboards - 1
  • Global Dashboards - 1
  • AUTOMATION
  • Workflow Rules - 2 per layout
  • Email Template and Alerts
  • Webhooks - 20 invokes per day
  • Macro Rules - 2 per layout
  • Actions by Zoho Flow - 100 per month Additional requirements can be purchased as Flow Credits
  • Automation Actions - 50 execution per month Includes workflows, macros, blueprints, webhooks, and custom functions used across all modules. Does not include actions triggered through Zoho Flow.
  • Custom Functions - 50 execution per day
  • Custom Status, Fields & Layouts
  • Custom Status (Project, Milestone, & Task)
  • Layouts (Project, Milestone, Task, Issue & Timelog) - View
  • IMPORT & EXPORT
  • Import from MS Project
  • Import from XLS, CSV, and JSON
  • Import from Jira
  • Import from BaseCamp
  • Manual Export - Unlimited
  • Integrations - Zoho Apps
  • Zoho CRM
  • Bigin by Zoho CRM
  • Zoho Forms
  • ManageEngine ServiceDesk Plus
  • Integrations - Collaboration
  • Slack
  • Figma
  • Microsoft Teams
  • Office 365
  • Google Apps Integration
  • Integrations - Document Management
  • OneDrive
  • Google Drive
  • Integrations - Productivity
  • Fireflies
  • Zendesk
  • Zapier

Learn

  • PRICING
  • Storage - 1 GB
  • Upload Limit for Individual Files
  • Video lessons - 100MB
  • Document lessons - 20MB
  • SCORM file - 100MB
  • Article import - 10MB
  • Article attachments - 200MB
  • Manuals and Articles
  • Built-in hierarchy
  • Create spaces
  • Role-based access
  • Advanced search
  • Article comments with @mentions
  • Import documents (.doc ,.docx, .html, .txt, .rtf)
  • Add links to articles
  • Article ratings
  • Restore articles from trash
  • Article attachments
  • Article Editor
  • Collaborative authoring and internal commenting
  • Insert drawings and flowcharts
  • Insert images and tables
  • Embed Youtube and Vimeo videos
  • Embed code
  • Course Creation
  • Learning Paths - 2
  • Import SCORM package
  • Configure mandatory watch for video lessons
  • Prevent video downloads
  • Course categories and tags
  • Create certificates
  • Customize elements and fields for certificates
  • Learner experience
  • Mark lessons as complete
  • Learner dashboard
  • Course and lesson progress
  • Course ratings and reviews
  • Assessments
  • Build interactive quizzes
  • Question banks - 1 question bank with 20 questions
  • Reports
  • Funnel and average course progress
  • Administrators
  • Manage users
  • Hub branding
  • Set policies
  • Mobile
  • Android and iOS apps

People

  • EMPLOYEE DATABASE MANAGEMENT
  • Employee Database
  • Multi-entity Management
  • DOCUMENT MANAGEMENT
  • Organization & Employee Files
  • E-signature Integration Integrate Zoho People with e-sign apps.
  • ZIA - AI Bot
  • Time Off Management
  • Custom Time Off Policies
  • Time Off Approvals
  • Leave Grant
  • Compensatory Off Management
  • Holiday Tracking
  • REPORTS & ANALYTICS
  • Standard Reports (Module based)
  • AUTOMATION
  • Webhooks
  • Mail Merge Learn more about increasing the limit.   -  1000 free merges/ month
  • STORAGE
  • Default Storage - 250 MB
  • OTHERS
  • Mobile Apps for iOS & Android

Recruit

  • Modules
  • Job Openings - 1 Active Job
  • Candidates
  • Departments
  • Interviews
  • Notes
  • Job Requisition Management
  • Career Site
  • Premium Job Boards
  • Candidate Management
  • Submit to Hiring Manager
  • Web Forms
  • Forms for Candidates
  • Auto Response Rules
  • Search
  • Simple search
  • Communication
  • Email templates - 5
  • One-way email sync (POP3)
  • Careers Site
  • Careers Site Pages - 1
  • Portal Management
  • Default Domain
  • Integrations
  • Zapier
  • File Storage
  • Free Storage per Organization - 256MB
  • Data Administration
  • Record Limit (Records in all modules) - 5000
  • Record Limit (Records per module) - 1000
  • Import Data (Records per batch) - 1000
  • Export Module Data
  • Additional Data Backup - ₹750
  • Maximum API Calls per Day - 500
  • Minimum API Calls per Day - 500

Contracts

  • Creation & Document Authoring
  • Inbuilt Document Editor Author contract document with our inbuilt editor powered by Zoho Writer.
  • Document Assembly With advanced document assembly capabilities, simply choose the applicable clauses and the suitable languages based on the respective contract type's configuration. Save significant time during the authoring stage.
  • Fillable Fields The contract owner or collaborators who have Fill Fields permission can enter values in the fillable fields present in the clauses
  • Sharing & Collaboration
  • Contract Sharing The contract owner can share the contract with other organization members who can either edit, review, view, and/or fill values in the contract fields.
  • Collaborative Editing
  • Contextual Comments You can also set the visibility for comments to decide who among the stakeholders can view the comment.
  • Track Changes
  • Contract Approvals
  • Parallel Approval
  • Sequential Approval
  • Contextual Comments You can also set the visibility for comments to decide who among the stakeholders can view the comment.
  • Negotiation & Counterparty Review
  • Online Negotiation Say no to email attachments. The contract will be sent to the counterparty contacts online via password-protected links. They do not need a Zoho account to access and collaborate in the contract document.
  • Collaborative Editing between Counterparties Members in the counterparty org to whom you have sent the contract document during negotiation can collaborate in real-time, add contextual comments, set visibility for comments and suggest edits to the document.
  • Contextual Comments You can set the visibility for Comments to decide who among the stakeholders can view the comment.
  • Track Changes Contract owner can track the suggested edits made by the counterparty.
  • Negotiator authentication and send authentication code via email
  • Request access option for the counterparty primary contact to add negotiators representing the counterparty
  • Execution
  • eSignature
  • Reminders and Notifications
  • No. of documents - 5 documents/month (only 1 user can send for signature)
  • Signer authentication and send authentication code via email
  • Renewals & Extensions
  • Contract Renewal
  • Contract Extension
  • Renewal & Extension Letter Generation During renewal or extension, Zoho Contracts automatically generates a renewal/extension letter. This letter captures the current renewal/extension details and the entire history of the contract.
  • Renewal Alerts
  • Amendments
  • Contract Amendment
  • Amendment Letter Generation During an amendment, Zoho Contracts automatically generates an amendment letter. This letter captures the current amendment details and the entire history of the contract.
  • Termination
  • Contract Termination
  • Versioning & Activity History
  • Document Revisions
  • Contract Activity Feed
  • Counterparties
  • Add/Manage Counterparty Details
  • Configuration & Customization
  • Clause Library
  • Predefined Contract Type Templates
  • Contract Type Configuration & Template Builder Customize the predefined contract type templates using Template Builder.
  • Choice List Customization Customize the picklist values present in various picklist fields across the application. For example, Counterparty Types, Contract Category, Obligation Category, Departments.
  • Reports & Analytics
  • Calendar & Contract Schedules/Reminders View
  • Security & Data Privacy
  • Counterparty Data Protection Classify and protect counterparty contacts' personally identifiable information. Manage data subject requests raised by them in compliance with data protection laws.

Creator

  • Application and Data Management
  • Applications Business applications built in Zoho Creator. An app mainly comprises of forms and reports integrated with business workflows.Learn more   -  1
  • Building blocks - forms, reports, pages, workflowsZoho Creator offers 32 different types of fields—each meant to capture a specific kind of data—that you can add to your form.Learn more
  • Multi-experience deployment - deploy apps in web/mobile/tablet Every app built on Zoho Creator runs natively on the web, and on both iOS and Android devices.
  • Mobile app customizations
  • Branding and personalization
  • Basic fields The form fields that allow you to collect basic information from your customers. Learn more
  • Records - 5000
  • Storage Users can upload files while submitting data through your form. Learn more   -  250 MB
  • App templates and marketplace
  • Data import and export
  • Email notification The number of emails that can be sent using Zoho Creator. To know more about Email notification, check the help document.   -  50/user/day
  • App activity notifications
  • Workflow Automation
  • Workflow rules and actions
  • Deluge execution statements Deluge, Zoho's proprietary scripting language, enables users to add logic to their applications incrementally, making it more powerful and robust.Learn more   -  5,000
  • Built-in approvals Approval workflows let decision-making users approve/reject a record submitted through a form. Learn more
  • Developer Tools
  • Application IDE
  • Schema builder
  • Activity logs
  • Developer API A robust set of REST APIs you can use to add, fetch, update, and delete data, as well as perform various other operations. Learn more   -  250/day
  • Custom API Write your own custom code to meet your specific requirements and seamlessly convert it into custom APIs. Learn more   -  100/day

DataPrep

  • PRICING
  • Rows processed per month The total number of data rows processed in your organization in a month.   -  20k
  • Essentials
  • Audit retention Store the raw and processed data of the previous months for audit purposes.   -  1 month
  • 50+ Data Sources
  • Files: CSV, JSON, XLS, etc. Import files of various formats including CSV, TSV, JSON, HTML, XLS, XLSX and XML.
  • URLs
    • Import data from URLs and REST APIs.
    • Import data of various formats such as CSV, TSV, JSON, HTML, XLS, XLSX, and XML files.
  • Cloud storage services
    • Import data from cloud drive vendors
    • DataPrep supports cloud storage services such as Google Drive, Dropbox, Microsoft OneDrive, and Amazon S3.
  • 30+ Data Destinations
  • Files: CSV, JSON, XLS etc.
    • Export data files in various formats
    • Formats include CSV, TSV, JSON, HTML, XLS, XLSX, and XML files.
  • Data Modeling
  • Automatic data modeling Automatically identify data types and data patterns in your data.
  • Outlier and anomaly detection Automatically identify outliers and anomalies in your data.
  • Pattern analysis Identify data patterns and analyze them using Zoho DataPrep's own pattern language.
  • Data profiling DataPrep analyzes your data during import and profiles data using histograms, charts, and other data visual representations.
  • Data Transformation & Blending
  • Join and union Join and append data from multiple sources based on common columns.
  • Data quality analysis Measure and improve the quality of your data with real-time data quality shown for each column and for the dataset as a whole.
  • Data deduplication
    • DataPrep helps you identify and remove duplicate records in your data.
    • You can remove specific duplicate rows using advanced matching conditions.
       -  Basic
  • Pivot
    • Pivot
    • Pivot operation distributes data for easy consumption. It spreads out the data in long, winding tables by converting categories in rows into columns.
  • Unpivot
    • Unpivot
    • Unpivot converts columns to rows. Unpivot is useful in reshaping data and exporting to analytics software for creating reports and dashboards.
  • Fill empty cells Fill empty cells using different options including most frequent value, custom values, and custom-written formulas and functions.   -  Basic
  • Full text search DataPrep supports full-text search on your data across columns in your dataset.
  • Intelligent suggestions DataPrep auto-suggests operations based on the imported data and enables effective data preparation. This includes column-specific and filter-specific advanced suggestions.
  • Data lineage
    • Track every change made to your data
    • Each transform applied on the dataset is tracked as a rule and can be rolled back, or edited at any point in time.
    • You can even save rules as a template and share them with other users, or apply them across stages.
  • Data Catalog
    • Data catalog enables you to effectively manage your data assets.
    • Certify data readiness for consumption.Organize for easy findability using tags, global faceted search, and more.
  • System-wide search powered by Zia Zia, Zoho's AI assistant for business is integrated with Zoho DataPrep to perform a global faceted system-wide search on your data.
 
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