Zoho CRM Editions Comparison Table

Linux, Windows, Mac / Mobile / Salesforce / Web Development / Zoho
|
Post Views: 7,111
| By Webner
Editions
Pricing
Monthly pricing (Billed annually)Free for 10 users$12 /user / month$20 /user / month$40 /user / month/td>$50 /user / month
Monthly pricing (Billed monthly)Free for 10 users$15 /user / month$25 /user / month$40 /user / month$60 /user / month
SalesForce Automation
Leads25000 100,000UnlimitedUnlimitedUnlimited
Contacts25000100,000UnlimitedUnlimitedUnlimited
Accounts25000100,000UnlimitedUnlimitedUnlimited
Opportunities25000100,000UnlimitedUnlimitedUnlimited
Tasks,Call log, Event and notesYesYesYesYesYes
CRM Views2 List Views/module5 List View/Module50 Listview/ModuleUnlimited List View/ModuleUnlimited List View/Module
Sales ForecastingNoYesYesYesYes
BCC Dropbox for EmailNoNoYesYesYes
MacrosNoNoYesYesYes
Multiple CurrenciesNoNoNoNo. of Active Currencies-10No. of Active Currencies-10
Contextual Custom Related ListsNoNoNoYesYes
Feeds- Team collaboration
Status UpdatesYesYesYesYesYes
Direct MessagesYesYesYesYesYes
Attach files to feedsTotal size should not exceed 20MBTotal size should not exceed 20MBTotal size should not exceed 20MBTotal size should not exceed 20MBTotal size should not exceed 20MB
Follow Up RulesYesYesYesYesYes
Groups For Team CollaborationNoYesYesYesYes
Social
Integration with FacebookYesYesYesYesYes
Integration with TwitterYesYesYesYesYes
Social TabNoNoYesYesYes
Capture Leads from Facebook/TwitterNoNoYesYesYes
Contextual Social Interaction with Lead/ContactNoNoYesYesYes
Marketing Automation
Email TemplatesMax-10Max-100UnlimitedUnlimitedUnlimited
Email Opt OutYesYesYesYesYes
Website Visitor TrackingYesYesYesYesYes
Mass EmailNo250/Day500/Day1000/Day1000/Day
Marketing CampaignsYesYesYesYesYes
Auto RespondersNoNoNoYesYes
Zoho CRM for Google AdWordsNoNoNoYesYes
Customer Support
CasesNoNoYesYesYes
SolutionsNoNoYesYesYes
Inventory Management
ProductsNoNoYesYesYes
Price booksNoNoYesYesYes
Sales quotesNoNoYesYesYes
Sales OrdersNoNoYesYesYes
InvoicesNoNoYesYesYes
VendorsNoNoYesYesYes
Purchase ordersNoNoYesYesYes
Document Library
Folder SharingYesYesYesYesYes
Attach Documents Yes Max- 20 MBYesYes Max-20 MBYes Max- 20 MBYes Max- 20 MB
File VersioningYesYesYesYesYes
ReviewsYesYesYesYesYes
Analytics
Standard ReportsYesYesYesYesYes
Custom ReportsNoYes Max-100UnlimitedUnlimitedUnlimited
Schedule ReportsNo20 Schedulers/userMaximum 100 schedulers/day for Org20 Schedulers/userMaximum 100 schedulers/day for Org20 Schedulers/userMaximum 100 schedulers/day for Org40 Schedulers/userMaximum 100 schedulers/day for Org
Standard DashboardsNoYesYesYesYes
Custom DashboardsNoYes Max-10UnlimitedUnlimitedUnlimited
Web Forms
>Web to Lead FormMax-2Max-5Max-10Max-20Max-20
Web to Contact FormMax-2Max-5Max-10Max-20Max-20
Notify OwnerNoYesYesYesYes
Web to Case FormNoNoYes Max-10 Forms/ModuleYes Max- 20 Forms/moduleYes 20 Forms/module
File Storage
Free Storage/User License512MB512MB1GB1GB
File Storage/ Organization1GB1GB 1GB 1GB 1GB
Additional Storage/OrganizationNo$4/Month/5GB$4/Month/5GB$4/Month/5GB$4/Month/5GB
Data Administration
Data Storage Module (All)25000100,000UnlimitedUnlimitedUnlimited
Import Data/Batch100010000200002000020000
Export Module Data Records/Module10003000300030003000
API for Third Party IntegrationMax-1000 calls/day/org.250 calls/user licenseMax- 5000 calls/dayMin: 2000 calls/day250 calls/user licenseMax- 10000 calls/dayMin: 3000 calls/day500 calls/user licenseMax- 25000 calls/dayMin: 4000 calls/day500 calls/user license Max: 25000 calls/day Min: 3000 calls/day
Monthly Data BackupNo2 Data Backup2 Data Backup2 Data Backup2 Data Backup
Additional Data Backup Request$10/Request$10/Request$10/Request$10/Request$10/Request
De-Duplicate DataNoNoYesYesYes
Security administration
ProfileYes Max-2Yes Max-5Yes Max-15Yes Max-25Yes Max-25
RolesYes Max-2Yes Max-5Yes Max-10td>Yes Max-250Yes Max-250
GroupsNoYes Max-20 Yes Max-30Yes Max-50Max-50
Field-Level SecurityNoNoYesYesYes
Data Sharing RulesNoNoNoYesYes
Territory ManagementNoNoNoYesYes
Product Customization
Page LayoutYesYesYesYesYes
Rename TabsYesYesYesYesYes
Custom FieldsNoYes Max-150Yes Max-150Yes Max-300Yes Max-300
Custom LinksNoNo10/links/module10/Links/Module10/Links/Module
Web TabsNoNoNoMax-10Max-10
Tabs GroupsNoNoNoMax-10Max-10
Custom ModulesNoNoNoYesYes
Workflow Management
Workflow RulesMax-1 Rule/ModuleMax-3 Rules/ModuleMax-10 Rules/ModuleMax-30 Rules/ModuleMax-30 Rules/Module
Workflow AlertsYesYesYesYes5 Alerts/Action
Workflow TasksYesYesYesYes5 Tasks/Action
Assignment RulesNoNoYesYesYes20 and 50 rules entries
WebhooksNoNoYesYesYes
Field Updates NoNoYesYesYes
NoNoNoYesYes
Time-Based ActionsNoNoNoYesYes
Automated Pulse Follow-upsNoNoNoYesYes
Case Escalation RulesNoNoNoYesYes
Zoho CRM Integrations
Integration with Zoho CampaignYesYesYesYesYes
Integration with Zoho ReportsYesYesYesYesYes
Integration with Zoho ProjectsYesYesYesYesYes
Integration with Zoho SalesIQYesYesYesYesYes
Integration with Zoho SupportYesYesYesYesYes
Integration with Zoho SurveyYesYesYesYesYes
Zoho Mail Add-onNoNoYesYesYes
Zoho CRM for QuickBooks NoNoYesYesYes
Plugin for Microsoft OutlookNoNoYesYesYes
Plugin for Microsoft OfficeNoNoYesYesYes
Integration with Zoho CreatorNoNoNoYesYes
Zoho PhoneBridge for Call Centers
Online Connector for TwilioNoNoYesYesYes
Online Connector for Ringio NoNoYesYesYes
On-premise Connector for AvayaNoNoYesYesYes
On-premise Connector for AsteriskNoNoYesYesYes
On-premise Connector for ElastixNoNoYesYesYes
Integration with Google Apps
Zoho CRM Contextual Gadget for GmailYesYesYesYesYes
Exports Events to Google CalendarYesYesYesYesYes
Export to Google TasksYesYesYesYesYes
Synchronize Google CalendarNoNoYesYesYes
Synchronize Google Contacts NoNoYesYesYes
Zoho CRM Web Forms for Google sitesNoYesYesYes20/Module
Some Other Features
Zoho CampaignsNoNoNoNoYes
Zoho SalesIQNoNoNoNoYes
Zoho SocialNoNoNoNoYes
Zoho SupportNoNoNoNoYes
Zoho ProjectNoNoNoNoYes
Zoho ReportsNoNoNoNoYes
Zoho Survey NoNoNoNoYes

 

 

Webner Solutions is a Software Development company focused on developing CRM apps (Salesforce, Zoho), LMS Apps (Moodle/Totara), Websites and Mobile apps. If you need Zoho customization or development assistance please contact us at zoho@webners.com.

Related posts:

  1. Zoho CRM Editions and Limitations
  2. zoho creator | How to Lookup Specific Data from a CRM Module
  3. Zoho Creator or PHP based solution?
  4. Zoho CRM | Reduce API call consumption

Leave a Reply

Your email address will not be published. Required fields are marked *