Developer Edition - Feature Availability & Limits
Features | Developer Edition |
Pricing | Free |
Sales Force Automation
Leads | |
Accounts | |
Contacts | |
Deals | |
Sales Forecasting | |
Forecasts Based on Territories | |
Macros | |
Feeds | |
SalesSignals | - |
Document Library | - |
Activities - Tasks, Events, Calls (Tasks, Events, Calls) | |
Reminders | |
Recurring Activities | |
Multiple Currencies | |
Social (Integration with Facebook, Twitter, Google Plus) | - |
Social Tab (Facebook & Twitter accounts of the Company) | - |
Scoring Rules | 5 rules/module |
CRM Analytics
Standard Reports | |
Custom Reports | 10 |
Schedule Reports | 5 schedulers/user Maximum 10 schedulers/day for Org. |
Standard Dashboards | |
Custom Dashboards | 5 Dashboards |
Marketing Automation
Campaigns | |
Mass Email | 50/day |
Custom Email Templates | 10 templates |
Email Opt-out | |
Autoresponders | 3 autoresponders |
Schedule Mass Email |
Zia
Trend Analysis | - |
Best Time to Contact | - |
Macro Suggestion | - |
Inventory Management
Products | |
Price Books | |
Quotes | |
Sales Orders | |
Invoices | |
Vendors | |
Purchase Orders | |
Inventory Templates |
Customer Support
Cases | |
Solutions | |
Web-to-Case Form | 2 forms/module |
Notify Owner | |
Assignment Rules | 2 rules & 5 rule entries |
Case Escalation Rules | |
Business Hours |
Data Administration
File Storage (for Org.) | 1 GB |
Additional Storage (for Org.) | - |
Records | 10,000 records |
Import Data | 100/batch |
Data Import - Clone option | |
Data Import - Skip and Overwrite option | 100 records/batch |
Merge Duplicates -Find & Merge Option | |
Merge Duplicates -Deduplicate Option | |
Import History | Past 60 days |
Free Data Backup | - |
Data Backup | $10 /request |
CRM Variables | 2 groups + 5 entry/group |
Security Management
Users | 10 Users (Free) |
Customize User Layout | 25 custom fields |
Profiles | 5 |
Roles | 5 |
Territory Management | 20 territories |
Groups | 5 |
Field-Level Security | |
Custom Links | 2 links/module |
Default Data Sharing Settings | |
Public Read Only (in Default Data Sharing Settings) | |
Data Sharing Rules | 5 rules |
Audit Logs | |
Allowed IPs | - |
Record-Level Sharing | |
Data Encryption | 1 fields/module |
Product Customization
Home Page Components | 10 |
Organize Tabs | |
Rename Tabs | |
Group Tabs | 5 groups |
Custom Modules | 10 modules |
Layout Editor | |
Page Layouts | 2 layouts/module. Not applicable for Events module. |
Conditional Layouts | - |
Validation Rules | - |
Email Address Duplication Check | |
Unique Fields | 2 fields/module |
Standard List Views | |
Custom List Views | 10 list views/module |
Records in List Views | 50 |
Kanban View | |
Modify Criteria Pattern | |
Last Activity Time in Criteria | |
Custom Related Lists | 2 custom related lists/module |
Customize Search Layout | |
Customize Related Lists Columns | |
Custom Buttons | 5 per module |
Custom Fields (Includes all types of fields) | 25 fields/module |
Web Tabs | 5 |
Copy Customizaton | - |
Maximum limit for individual field types | - |
String fields (Text, Pick List, Multi-select Pick List, Email, Phone, Text Area, URL, and Auto Number) Maximum 10 Text Area fields | 10 |
Integer Fields (digits without decimal) | 10 |
Number fields (Decimal, Percentage, and Currency) | 5 |
Date Fields | 5 |
DateTime Fields | 5 |
Boolean (Check box) | 10 |
Long Integer Fields | 2 |
Lookup Fields | 1 |
Multi-select Lookup Fields | 1 |
Auto-number Fields (Included in the total no. of Text fields) | 1 |
Formula Fields (Included in the total no. of custom fields) | 2 fields/module |
Special Fields | - |
Contact Role | |
Terms & Conditions | - |
Tax Rates | - |
Automation
Workflow Rules | 10 rule/module |
Scheduled Action | 5 actions/workflow rule |
Tasks | 5 tasks/action |
Reminder for Workflow Tasks | |
Email Notifications | 5 alerts/action |
Record Owner, Record Creator, Record Owners Manager (options in Alert) | |
Using Email field from the Module & Related Modules | - |
Field Updates | 3 field updates/action |
Delete (Execute On Record Action) | |
Field Update (Execute On Record Action) | |
Workflow Convert | |
Execute Based on Date Field Value | |
Execute Based on Record's Score | |
Webhooks | 1/action 100 calls/day or 50 calls per user license for the org. (whichever is lower) |
Functions | 1 Instant Action and 5 Time-Based Actions per Rule |
Functions - Calls per Day | 100 calls/day or 50 calls per user license for the org. (whichever is lower) |
Functions - Integration Tasks | 2000 Zoho API calls/day using deluge |
Functions - Get Data | 2000 calls/day |
Functions - Post Data | 2000 calls/day |
Functions - Send Mail | - |
Custom Schedules | |
Approval Process | |
Blueprint | 20 Blueprints-(Includes the default Blueprints) |
Web Forms
Forms for Leads/Contacts | 2 forms/module |
Approve Records | |
Assignment Rules | 2 rules & 5 rule entries |
Auto Response Rules | |
Unsubscribe Form | |
Notify Record Owner |
Zoho Mail Add-on | - |
IMAP | - |
Email Insights | - |
BCC Dropbox | - |
Plug-in for Microsoft Outlook | - |
Zoho CRM for Office 365 | - |
Attachments in Email | 3 MB |
Email Sharing | - |
Integrations
Zoho CRM Mobile Edition | - |
Check-in | - |
CRM Marketplace-(Extensions for Zoho CRM) *some extensions are not available in the Standard and Professional Editions | - |
Manage Mail Add-on Users | - |
Zoho Creator Integration | |
Visitor Tracking Zoho SalesIQ Integration | - |
Zoho Survey Integration | - |
Zoho Writer Add-on | - |
Zoho Desk Integration | - |
Zoho Projects Integration | - |
Zoho Finance Suite Integration (includes Zoho Books, Zoho Invoice and Zoho Subscriptions, Zoho Expense and Zoho Inventory) | - |
Zoho PhoneBridge Integrations available with Hosted and On Premise PBX | - |
Zoho Reports Integration | - |
Zoho Campaigns Integration | - |
Plug-in for Microsoft Office | - |
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 | - |
Advanced Gamification (Zoho Motivator Integration) | - |
Slack Integration | - |
Google Apps
Zoho CRM Contextual Gadget for Gmail | - |
Export Events to Google Calendar | - |
Export to Google Tasks | - |
Synchronize Google Calendar (For Google Suite Users) | - |
Synchronize Google Contact (For Google Suite Users) | - |
Zoho CRM Web Forms for Google Sites | - |
Developer Space
APIs | 100 calls/user license Max: 10000 calls/day/org. Min: 1000 calls/day/org. |
Functions | |
Client Scripts | |
Widgets | |
Connections | - |
Others
Business Card View | |
Calendar | |
Calendar Synchronization (CalDAV Access) | - |
Advanced filters | |
Gamescope | - |
Tagging | 15 tags per module |
Sticky Notes |