PDF Compare Zoho CRM editions.

Compare Zoho CRM editions.

Pricing (plus tax, as applicable)

Billed Annually

Billed monthly Support

Basic Classic

Premium

Enterprise (24 x 7 dedicated

support.)

Sales Force Automation Leads Contacts Accounts Deals Tasks, events, call log, and notes CRM views Sales forecasting BCC dropbox for email Email insights Macros Multiple currencies Contextual custom related lists SalesSignals

Standard

Professional

Most Popular

Enterprise

A$17/user/month A$25/user

A$28/user/month A$42/user

A$49.5/user/month A$63/user

P P

Paid

Paid

(minimum 25 users)

P P

Paid

Paid

(minimum 25 users)

P P

Paid

Paid

(minimum 25 users)

P

P

P

P

P

P

P

P

P

P

P

P

P

P

P

P

P

P

P

P

P

P

P

P

P

P

P

P

P

P

P

P

P

crm

1

Advanced filters Scoring rules Reminders Email Association with Deals Email parser Team Collaboration Gamescope Calendar Calendar sync through CalDAV Calendar Booking Status updates Direct messages Attach files to feeds Follow-up rules Groups for team collaboration

Tagging

Social Enrich data with Twitter profile Enrich data with Facebook Profile Enrich data with Google+ Social tab Automated Lead Generation from social media Social interaction with leads/contacts Social Lite (An exclusive edition of Zoho

Social comes bundled with Zoho CRM.)

Marketing Automation Email templates

crm

Standard P

10 fields/module

P

Professional P

20 fields/module

P P

Most Popular

Enterprise

P

30 fields/module

P P P

P P P P P P P

P

5 tags/record 20 tags/module

P P P P P P P P

P

10 tags/record 60 tags/module

P P P P P P P P

P

10 tags/record 100 tags/module

P P P

1 Brand

P P

P

P P P

1 Brand

P P

P

P P P

2 Brands

P P

P

100

Unlimited

Unlimited

2

Email opt-out

Website visitor tracking

(Track up to 5k website visitors for free with Zoho SalesIQ. Track any number of visitors with Zoho SalesIQ's paid plans.)

Mass email

Email relay

Marketing campaigns

Auto-responders Zoho CRM for Google Ads Artificial Intelligence (Zia)

Lead Conversion Prediction

Deal Closure Prediction

Data Enrichment Zia Voice (Supported in English only.) Zia Reminder

Best time to contact

Macro suggestion

Zia Intelligence for Automation

Customer Support

Cases

Solutions

Web-to-case form

Business hours

User Portal Portals ( First portal user type

creation is free and only upto 10k client based users can be invited for free. Creation of more than one portal user type will include pricing. )

Inventory Management

Products

Price books

crm

Standard P

P

250 emails/day

P

P

Professional P

P

500 emails/day 10 relay servers

P

P

Most Popular

Enterprise P

P

1000 emails/day 20 relay servers

P

3 autoresponders

P

P

P

Paid

P

P

P

P

P

P P

10 forms/module

P

P P

20 forms/module

P

P

P

P

P

P

3

Sales quotes Sales orders Invoices Vendors Purchase orders Document Library Folder sharing Attach documents File versioning Reviews Reports Standard reports Custom reports

Schedule reports

Analytics Charts KPI Funnels Target Meter Comparator Anomaly Detectors

(Powered by Zia)

Standard dashboards Custom dashboards Web Forms Web-to-lead form Web-to-contact form

crm

Standard

Professional P P P P P

Most Popular

Enterprise

P P P P P

P

P

P

P

P

P

P

P

P

P

P

P

P

100

20 schedulers/user Maximum 100 schedulers/day.

P

Unlimited

20 schedulers/user Maximum 100 schedulers/day.

P

Unlimited

20 schedulers/user Maximum 100 schedulers/day.

P P

P

10 Dashboards

P P

P

Unlimited

P P P P P

10 trends

P

Unlimited

5 forms/module 5 forms/module

10 forms/module 10 forms/module

20 forms/module 20 forms/module

4

Standard

Professional

Web-to-case form

Notify owner

P

File Storage

Free storage/org

1 GB

Free storage/user license

512 MB

Additional storage

A$5/month/5GB

Data Administration Data storage (all modules) Storage/user license

100,000 records (200 MB approx)

Additional max purchase limit

Additional data storage ( Price mentioned

is per month. Purchase available offline. )

Import data (per batch)

10,000

Export module data

P

Data backup

2 backups/month

Additional data backup

A$14/request

De-duplicate data

Import history

Past 60 days

Security Administration

Profiles

5

P P

1 GB 512 MB A$5/month/5GB

2.5 Million records (5GB) 10 MB 5 GB

A$7/100 MB 20,000

P

2 backups/month A$14/request

P

Past 60 days

15

Organizational hierarchy (Roles)

5

10

Field-level security Data sharing rules Groups Record-level sharing Data Encryption (EAR) Territory management Audit Logs

P

20

30

P

P

Most Popular

Enterprise P P

1 GB 1 GB A$5/month/5GB

5 Million records (10GB) 20 MB 10 GB

A$7/100 MB 30,000

P

2 backups/month A$14/request

P

Past 60 days

25 250

P

15 rules/module 50

P P

150 territories

P

crm

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