Zoho CRM Editions Comparison Table

Author - 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
Leads 25000  100,000 Unlimited Unlimited Unlimited
Contacts 25000 100,000 Unlimited Unlimited Unlimited
Accounts 25000 100,000 Unlimited Unlimited Unlimited
Opportunities 25000 100,000 Unlimited Unlimited Unlimited
Tasks,Call log, Event and notes Yes Yes Yes Yes Yes
CRM Views 2 List Views/module 5 List View/Module 50 Listview/Module Unlimited List View/Module Unlimited List View/Module
Sales Forecasting No Yes Yes Yes Yes
BCC Dropbox for Email No No Yes Yes Yes
Macros No No Yes Yes Yes
Multiple Currencies No No No No. of Active Currencies-10 No. of Active Currencies-10
Contextual Custom Related Lists No No No Yes Yes
Feeds- Team collaboration
Status Updates Yes Yes Yes Yes Yes
Direct Messages Yes Yes Yes Yes Yes
Attach files to feeds Total size should not exceed 20MB Total size should not exceed 20MB Total size should not exceed 20MB Total size should not exceed 20MB Total size should not exceed 20MB
Follow Up Rules Yes Yes Yes Yes Yes
Groups For Team Collaboration No Yes Yes Yes Yes
Social
Integration with Facebook Yes Yes Yes Yes Yes
Integration with Twitter Yes Yes Yes Yes Yes
Social Tab No No Yes Yes Yes
Capture Leads from Facebook/Twitter No No Yes Yes Yes
Contextual Social Interaction with Lead/Contact No No Yes Yes Yes
Marketing Automation
Email Templates Max-10 Max-100 Unlimited Unlimited Unlimited
Email Opt Out Yes Yes Yes Yes Yes
Website Visitor Tracking Yes Yes Yes Yes Yes
Mass Email No 250/Day 500/Day 1000/Day 1000/Day
Marketing Campaigns Yes Yes Yes Yes Yes
Auto Responders No No No Yes Yes
Zoho CRM for Google AdWords No No No Yes Yes
Customer Support
Cases No No Yes Yes Yes
Solutions No No Yes Yes Yes
Inventory Management
Products No No Yes Yes Yes
Price books No No Yes Yes Yes
Sales quotes No No Yes Yes Yes
Sales Orders No No Yes Yes Yes
Invoices No No Yes Yes Yes
Vendors No No Yes Yes Yes
Purchase orders No No Yes Yes Yes
Document Library
Folder Sharing Yes Yes Yes Yes Yes
Attach Documents Yes Max- 20 MB Yes Yes Max-20 MB Yes Max- 20 MB Yes Max- 20 MB
File Versioning Yes Yes Yes Yes Yes
Reviews Yes Yes Yes Yes Yes
Analytics
Standard Reports Yes Yes Yes Yes Yes
Custom Reports No Yes Max-100 Unlimited Unlimited Unlimited
Schedule Reports No 20 Schedulers/userMaximum 100 schedulers/day for Org 20 Schedulers/userMaximum 100 schedulers/day for Org 20 Schedulers/userMaximum 100 schedulers/day for Org 40 Schedulers/userMaximum 100 schedulers/day for Org
Standard Dashboards No Yes Yes Yes Yes
Custom Dashboards No Yes Max-10 Unlimited Unlimited Unlimited
Web Forms
>Web to Lead Form Max-2 Max-5 Max-10 Max-20 Max-20
Web to Contact Form Max-2 Max-5 Max-10 Max-20 Max-20
Notify Owner No Yes Yes Yes Yes
Web to Case Form No No Yes Max-10 Forms/Module Yes Max- 20 Forms/module Yes 20 Forms/module
File Storage
Free Storage/User License 512MB 512MB 1GB 1GB
File Storage/ Organization 1GB 1GB 1GB 1GB 1GB
Additional Storage/Organization No $4/Month/5GB $4/Month/5GB $4/Month/5GB $4/Month/5GB
Data Administration
Data Storage Module (All) 25000 100,000 Unlimited Unlimited Unlimited
Import Data/Batch 1000 10000 20000 20000 20000
Export Module Data Records/Module 1000 3000 3000 3000 3000
API for Third Party Integration Max-1000 calls/day/org. 250 calls/user licenseMax- 5000 calls/dayMin: 2000 calls/day 250 calls/user licenseMax- 10000 calls/dayMin: 3000 calls/day 500 calls/user licenseMax- 25000 calls/dayMin: 4000 calls/day 500 calls/user license Max: 25000 calls/day Min: 3000 calls/day
Monthly Data Backup No 2 Data Backup 2 Data Backup 2 Data Backup 2 Data Backup
Additional Data Backup Request $10/Request $10/Request $10/Request $10/Request $10/Request
De-Duplicate Data No No Yes Yes Yes
Security administration
Profile Yes Max-2 Yes Max-5 Yes Max-15 Yes Max-25 Yes Max-25
Roles Yes Max-2 Yes Max-5 Yes Max-10td> Yes Max-250 Yes Max-250
Groups No Yes Max-20 Yes Max-30 Yes Max-50 Max-50
Field-Level Security No No Yes Yes Yes
Data Sharing Rules No No No Yes Yes
Territory Management No No No Yes Yes
Product Customization
Page Layout Yes Yes Yes Yes Yes
Rename Tabs Yes Yes Yes Yes Yes
Custom Fields No Yes Max-150 Yes Max-150 Yes Max-300 Yes Max-300
Custom Links No No 10/links/module 10/Links/Module 10/Links/Module
Web Tabs No No No Max-10 Max-10
Tabs Groups No No No Max-10 Max-10
Custom Modules No No No Yes Yes
Workflow Management
Workflow Rules Max-1 Rule/Module Max-3 Rules/Module Max-10 Rules/Module Max-30 Rules/Module Max-30 Rules/Module
Workflow Alerts Yes Yes Yes Yes 5 Alerts/Action
Workflow Tasks Yes Yes Yes Yes 5 Tasks/Action
Assignment Rules No No Yes Yes Yes20 and 50 rules entries
Webhooks No No Yes Yes Yes
Field Updates No No Yes Yes Yes
No No No Yes Yes
Time-Based Actions No No No Yes Yes
Automated Pulse Follow-ups No No No Yes Yes
Case Escalation Rules No No No Yes Yes
Zoho CRM Integrations
Integration with Zoho Campaign Yes Yes Yes Yes Yes
Integration with Zoho Reports Yes Yes Yes Yes Yes
Integration with Zoho Projects Yes Yes Yes Yes Yes
Integration with Zoho SalesIQ Yes Yes Yes Yes Yes
Integration with Zoho Support Yes Yes Yes Yes Yes
Integration with Zoho Survey Yes Yes Yes Yes Yes
Zoho Mail Add-on No No Yes Yes Yes
Zoho CRM for QuickBooks No No Yes Yes Yes
Plugin for Microsoft Outlook No No Yes Yes Yes
Plugin for Microsoft Office No No Yes Yes Yes
Integration with Zoho Creator No No No Yes Yes
Zoho PhoneBridge for Call Centers
Online Connector for Twilio No No Yes Yes Yes
Online Connector for Ringio No No Yes Yes Yes
On-premise Connector for Avaya No No Yes Yes Yes
On-premise Connector for Asterisk No No Yes Yes Yes
On-premise Connector for Elastix No No Yes Yes Yes
Integration with Google Apps
Zoho CRM Contextual Gadget for Gmail Yes Yes Yes Yes Yes
Exports Events to Google Calendar Yes Yes Yes Yes Yes
Export to Google Tasks Yes Yes Yes Yes Yes
Synchronize Google Calendar No No Yes Yes Yes
Synchronize Google Contacts No No Yes Yes Yes
Zoho CRM Web Forms for Google sites No Yes Yes Yes 20/Module
Some Other Features
Zoho Campaigns No No No No Yes
Zoho SalesIQ No No No No Yes
Zoho Social No No No No Yes
Zoho Support No No No No Yes
Zoho Project No No No No Yes
Zoho Reports No No No No Yes
Zoho Survey No No No No Yes

 

 

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.

Webner Solutions is a Software Development company focused on developing Insurance Agency Management Systems, Learning Management Systems and Salesforce apps. Contact us at dev@webners.com for your Insurance, eLearning and Salesforce applications.

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