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    Pricing(local taxes will be charged in addition to the prices mentioned.)

    Billed AnnuallyFree for 3 users₹800/user/month₹1400/user/month₹2400/user/month₹2600/user/month
    Billed MonthlyFree for 3 users₹1,300/user/month₹2,100/user/month₹3,000/user/month₹3,200/user/month

    Lite User Pricing(Lite users can be added on to Enterprise and Ultimate licenses with a minimum of 25 regular user licenses)

    Billed Annually---₹2,400/user/month₹2,400/user/month
    Billed Monthly---₹3,000/user/month₹3,000/user/month

    Sales Force Automation

    Leads
    Accounts
    Contacts
    Deals
    Sales Forecasting-
    Forecasts Based on Territories---
    Macros--
    Feeds
    SalesSignals--
    Document Library
    Activities(Tasks, Meetings, Calls)
    RemindersTask only
    Recurring Activities
    Calendar Booking-
    Multiple Currencies-5 currencies10 currencies25 currencies50 currencies
    Social(Integration with Facebook & Twitter)-
    Social Tab(Facebook & Twitter accounts of the Company)-
    Scoring Rules-10 criteria/module20 criteria/module30 criteria/module50 criteria/module
    Multiple Scoring Rule---5 rules/layout
    (30 criteria/rule)    		5 rules/layout
    (50 criteria/rule)
    Motivator for Zoho CRM--

    CRM Analytics

    Standard Reports
    Custom Reports-100UnlimitedUnlimitedUnlimited
    Schedule Reports- Maximum 100 schedules Maximum 100 schedules Maximum 100 schedules Maximum 200 schedules
    Standard Dashboards-
    Custom Dashboards-10 dashboardsUnlimitedUnlimitedUnlimited
    Charts and KPIs-
    Anomaly Detector---10 trends
    Additional 1 trend/user license (max 50)    		20 trends
    Additional 2 trends/user license (max 100)
    Zia Notification subscription for Anomaly Detector components---10 components30 components
    Comparator, Target Meter, Funnel and Zones---
    Cohort Analysis---1025
    Quadrant Analysis---
    Stage Component---

    Marketing Automation

    Campaigns
    Mass EmailThis limit applies only to the org's sales activities. Kindly check Zoho Campaigns for campaigning purpose. Mass emails do not include workflow email notifications.-250/day/org500/day/org1000/day/org2000/day/org
    Custom Email Templates10 templates100 templatesUnlimitedUnlimitedUnlimited
    Email Opt-out
    Autoresponders---3 autoresponders5 autoresponders
    Schedule Mass Email--10/module10/module10/module

    Zia

    Prediction builder---2/org20/org
    Zia scoringRequires a minimum of 10 user licenses.---
    Recommendation builderRequires a minimum of 20 user licenses.---1/org10/org
    Email IntentRequires a minimum of 10 user licenses and is accessible in English and German only.---
    Email SentimentRequires a minimum of 10 user licenses and is accessible in English and German only.---
    Email EmotionRequires a minimum of 10 user licenses and is accessible in English and German only.---
    Email Activity ExtractionRequires a minimum of 10 user licenses and is accessible exclusively in English.---
    Enrichment from EmailsRequires a minimum of 10 user licenses and is accessible exclusively in English.---
    CNS (consecutive negative sentiment)Requires a minimum of 10 user licenses and is accessible in English and German only.---
    Email summaryRequires a minimum of 10 user licenses and is accessible exclusively in English.---
    Email - Sentence Auto completeRequires a minimum of 10 user licenses and is accessible exclusively in English.---
    Email Subject line suggestionsRequires a minimum of 10 user licenses and is accessible exclusively in English.---
    Email Custom IntentRequires a minimum of 10 user licenses and is accessible exclusively in English.---
    Call transcriptionRequires a minimum of 10 user licenses and is accessible exclusively in English.---
    Call sentimentRequires a minimum of 10 user licenses and is accessible exclusively in English.---
    Call intentRequires a minimum of 10 user licenses and is accessible exclusively in English.---
    Call emotionRequires a minimum of 10 user licenses and is accessible exclusively in English.---
    Call SummaryRequires a minimum of 10 user licenses and is accessible exclusively in English.---
    Data EnrichmentAccessible exclusively in English.---500 records/user license Max of 50000 records2000 records/user license Max of 50000 records
    Next Best ExperienceRequires a minimum of 10 user licenses.---
    Zia for forecast---
    Voice of the customerRequires a minimum of 20 user licenses and is accessible exclusively in English.---
    Zia Vision - Image matching---1/org20/org
    Zia Vision - Image detection---1/org20/org
    Zia Vision - Image match and detect---1/org20/org
    Churn PredictionRequires a minimum of 20 user licenses.---2/org20/org
    Competitor alertAccessible exclusively in English, requires a minimum of 20 user licenses for the Enterprise edition, with no limits for the Ultimate edition.---
    Strategy InfluencerRequires a minimum of 20 user licenses and is accessible exclusively in English.---6/org6/org
    Zia PresentationRequires a minimum of 20 user licenses.---
    Best time to contact---
    Record owner suggestion---
    Similarity recommenderRequires a minimum of 20 user licenses.---1/org10/org
    Zia Notifications---
    Workflow rule suggestion---
    Workflow email duplicate alert---
    Anomalies in workflow rule---
    Ask ZiaAccessible exclusively in English.---
    Macro suggestion---
    Zia Reminder---
    Dashboard component suggestionRequires a minimum of 20 user licenses.---
    Prediction analyticsRequires a minimum of 20 user licenses.---
    Recommendation analyticsRequires a minimum of 20 user licenses.---
    Best time to contact analyticsRequires a minimum of 20 user licenses.---
    Smart Prompt---
    Note Summary---

    Inventory Management

    Products--
    Price Books--
    Quotes--
    Sales Orders--
    Invoices--
    Vendors--
    Purchase Orders--
    Inventory Templates--

    CPQ

    Product Configurator

    Total number of product configurationsAcross the org account.--1050100
    Number of "selected" items you can create a rule for--51020
    Number of "additional conditions" per "selected" entry in a rule--252525
    Number of module-based conditions under Primary Rule Criteria--252525
    Total number of Actions per ruleAcross all applicable Rule Actions.--103050

    Price Rules

    Total number of price rulesAcross the org account.--1050100
    Number of module-based conditions under Primary Rule Criteria--252525
    Number of records that can be selected per rule in the "Direct Type" price rule--252525
    Number of records that can be selected per rule in the "Volume Type" price rule--555
    Number of range rows that can be added per item in the "Volume Type" price rule--101010

    Guided Selling

    Number of Guided Selling flowsAcross the CRM org account.--2550100
    Number of Questions that can be added in a Guided selling flow--101010
    Number of Input Options applicable across all question pages--181818

    Customer Support

    Cases--
    Solutions--
    Web-to-Case Form--10 forms/module20 forms/module100 forms/module
    Notify Owner-
    Case Escalation Rules---

    Data Administration

    Admin Tools for configuration management---
    File Storage (for Org.)1GB1GB
    plus
    512MB/user license    		1GB
    plus
    512MB/user license    		1GB
    plus
    1GB/user license    		5GB
    plus
    1GB/user license
    Additional File Storage (for Org.)-₹275/month for 5GB₹275/month for 5GB₹275/month for 5GB₹275/month for 5GB
    Data Storage (1-200 users) All modules 5,000 records (10 MB)100,000 records (200 MB)10GB
    (5 Million records approx)    		10GB
    (5 Million records approx)    		10GB
    (5 Million records approx)
    Additional Data Storage (1-200 users) --₹240 for 100MB /month₹240 for 100MB /month₹240 for 100MB /month
    Data storage (> 200 users)All modules 5,000 records (10 MB)100,000 records (200 MB)10GB
    (5 million records approx)    		15GB
    (7.5 million records approx)    		30GB
    (15 million records approx)
    Additional Data Storage (> 200 users)--₹120 for 100MB /month₹120 for 100MB /month₹120 for 100MB /month
    Default Data Storage per user license--20MB50MB100MB
    Import Data1,000/batch10,000/batch20,000/batch30,000/batch50,000/batch
    Data Import - Clone option
    Data Import - Skip and Overwrite option-10,000 records/batch for CSV, and 5000 records/batch for XLSX, XLS formats20,000 records/batch for CSV, and 5000 records/batch for XLSX, XLS formats30,000 records/batch for CSV, and 5000 records/batch for XLSX, XLS formats50,000 records/batch for CSV, and 5000 records/batch for XLSX, XLS formats
    Merge Duplicates - Find & Merge Option
    Merge Duplicates - Deduplicate Option--
    Import HistoryPast 60 daysPast 60 daysPast 60 daysPast 60 daysPast 60 days
    Export Module Data200,000 records/module, upto 10 exports per day200,000 records/module, upto 100 exports per day200,000 records/module, upto 250 exports per day200,000 records/module, upto 500 exports per day200,000 records/module, upto 1000 exports per day
    Free Data Backup-2 data backups/month2 data backups/month2 data backups/month4 data backups/month
    Data Backup₹690 /request₹690 /request₹690 /request₹690 /request₹690 /request
    CRM Variables---11 groups + 25 entry/group11 groups + 25 entry/group

    Security Management

    Profiles251525200
    Roles2525250500
    Reporting Hierarchy---
    Territory Management---150250
    Groups-203050250
    Field-Level Security--
    Custom Links--10 links/module10 links/module50 links/module
    Default Data Sharing Settings-
    Public Read Only (in Default Data Sharing Settings)---
    Data Sharing Rules---25 rules per module (Up to 10 criteria-based sharing rules) 100 rules per module (Up to 15 criteria-based sharing rules)
    Audit Logs-
    Allowed IPs-
    Record Sharing---
    Data Encryption---10 fields/module20 fields/module
    GDPR Compliance Settings
    HIPAA Compliance Settings-

    Product Customization

    Customization Features

    Home Page Components520202020
    Organize Tabs
    Rename Tabs
    Group Tabs-10 groups10 groups25 groups50 groups
    Custom Modules---25 modules + (additional 2 modules/user license)
    [Max limit: 100 custom modules]     		50 modules + (additional 5 modules/user license)
    [Max limit: 500 custom modules]
    Layout Editor
    Page Layouts---3 layouts/module
    (Note: Not applicable for Activities module)    		6 layouts/module
    (Note: Not applicable for Activities module)
    Layout Rules---10/layout10/layout
    Record Locking Configuration---5 rules/module5 rules/module
    Validation Rules--5/layout10/layout
    (Using Functions: 3/layout)    		25/layout
    (Using Functions: 5/layout)
    Subforms---2/module5/module
    Subform fields---25/subform in a layout25/subform in a layout
    Email Address Duplication Check-
    Custom Fields(Includes all types of fields)-10 fields/module
    (Note: Activities module has only 10 fields)    		155 fields/module
    (Note: Activities module has only 140 fields)    		300 fields/module
    (Note: Activities module has only 230 fields)    		500 fields/module
    (Note: Activities module has only 230 fields)
    Unique Fields-2 fields/module2 fields/module2 fields/module2 fields/module
    Picklist History Tracking---
    Color Coding Picklists-2 picklist fields/module5 picklist fields/module10 picklist fields/module15 picklist fields/module
    Global Sets---30 global sets/org, 15 global sets/module, 30 picklist associations/global set50 sets/org, 15 global sets/module, 30 picklist associations/global set
    Standard List Views
    Custom List Views5 list views/module50 list views/moduleUnlimitedUnlimitedUnlimited
    Records in List Views50100100100100
    Smart Filter5551010
    Kanban View1 (Only for the Deals and Activities modules)1 (Only for the Deals and Activities modules)1 (Only for the Deals and Activities modules)510
    Chart View---55
    Modify Criteria Pattern
    Last Activity Time in Criteria
    Custom Related Lists--3/module5/module10/module
    Customize Search Layout
    Customize Related Lists Columns-
    Custom Buttons---50/module250/module
    Personal Fields(Marking fields as personal)30 fields/module30 fields/module30 fields/module30 fields/module30 fields/module
    Web Tabs---2550
    Copy Customization-
    Wizards---10 (2 per module)25 (5 per module)
    Multiple Sales Pipeline(Only for Deals module)Default (standard) pipeline only5102050
    Customize User Layout-10 custom fields50 custom fields50 custom fields50 custom fields
    Domain Mapping---
    External Fields---1015
    Lookup Filter---
    Fields of Lookup---5 fields/lookup field5 fields/lookup field
    Kiosk Studio---25 kiosks50 kiosks

    Canvas

    List View-1 view/org3 views/org25 views/module50 views/module
    Detail View-1 view/org3 views/org5 views/module25 views/module
    Form View-1 view/org3 views/org5 views/module25 views/module
    Canvas Rules-10 rules/module25 rules/module75 rules/module100 rules/module
    Reusable components Available in Detail view only-25 components/org 25 components/org 25 components/org 25 components/org
    Import/Export Canvas views Applicable for both List views and Detail views-10 views/org 10 views/org 10 views/org 10 views/org

    Maximum limit for individual field types

    String fields (Single Line, Multi Line, Pick List, Multi-select Pick List, Email, Phone, URL, and Auto Number)
    Maximum 10 Text Area fields    		-1060200
    (includes upto 5 Rich Text Fields)    		200
    (includes upto 5 Rich Text Fields)
    Number fields(Digits without decimal)-10204040
    Decimal, Percentage, Currency fields-10156060
    Date Fields-10155050
    Date Time Fields-10105050
    Boolean (Checkbox)-10208080
    Long Integer Fields-10153535
    Lookup Fields-151015
    Multi-select Lookup Fields---22
    User Fields---55
    Record Image Field
    File Upload Field-2 fields per module5 fields per module10 fields per module15 fields per module
    Auto-number Fields(Included in the total no. of Text fields)-1111
    Formula Fields(Included in the total no. of individual field types: Decimal, Currency, String, Date, DateTime, Boolean)--152025
    Multi-user Field---11
    Image Upload Field-2 fields per module5 fields per module10 fields per module15 fields per module
    Rollup summary---1015

    Special Fields

    Contact Role
    Terms & Conditions--
    Tax Rates--

    Process Management

    Blueprint--3 Blueprints (Includes the default Blueprints)50 Blueprints (Includes the default Blueprints)100 Blueprints (Includes the default Blueprints)
    Clone Blueprint--
    Common Transition per Blueprint--21025
    Transition per Blueprint--10100300
    Field Count During Transition(This includes Fields, Associated Items, Messages, Widgets, and Checklists.)--41050
    Approval Process---
    Review Process---5/module10/module
    Journey Builder---5 journeys/org (includes both active and inactive journeys)10 journeys /org (includes both active and inactive journeys)
    PathFinder---50,000 record captures/day, and 100,000 transitions/day across all processes.100,000 record captures/day, and 200,000 transitions/day across all processes.

    Automation

    Workflow Rules/org2500
    (maximum 2000 active)    		2500
    (maximum 2000 active)    		2500
    (maximum 2000 active)    		2500
    (maximum 2000 active)    		2500
    (maximum 2000 active)
    Workflow Rules10 rule/module
    (maximum 5 active)    		30 rules/module (maximum 15 active)
    5 conditions/rule    		80 rules/module (maximum 40 active)
    5 conditions/rule    		125 rules/module (maximum 75 active)
    10 conditions/rule    		150 rules/module (maximum 100 active)
    10 conditions/rule
    Scheduled Action-5 actions/condition5 actions/condition5 actions/condition5 actions/condition
    Workflow Usage---
    Tasks5 tasks/action5 tasks/action5 tasks/action5 tasks/action5 tasks/action
    Reminder for
    Workflow Tasks    		-
    Email Notifications(Sending workflow emails to CRM users and customers)5 email notifications/action, 50 emails/user license, 150 emails/day
    (whichever is lower)
    **Emails can be sent only to the CRM users.    		5 email notifications/action, 100 emails/user license, 5,000 emails/day
    (whichever is lower)    		5 email notifications/action, 200 emails/user license, 10,000 emails/day
    (whichever is lower)    		5 email notifications/action, 500 emails/user license, 25,000 emails/day
    (whichever is lower)    		5 email notifications/Action, 1,000 emails/User License, 50,000 emails/Day
    (whichever is lesser)
    Record Owner, Record Creator, Record Owner's Manager(Options in Alert)
    Using Email field from the Module & Related Modules-
    Field Updates-5 field updates/action5 field updates/action5 field updates/action5 field updates/action
    Delete(Execute On Record Action)-
    Field Update(Execute On Record Action)-
    Add Task, Add Meeting, Schedule Call, and Create Record(Execute On Record Action)1,00050,000300,000500,000500,000
    Assign Record Owner(Execute On Record Action)--
    Workflow Convert-
    Execute Based on Date Field Value-
    Execute Based on Record's Score-
    Execute Based on Recommendation---
    Webhooks(Workflow action)--1/action
    50,000 calls/day or 100 calls/user license/day
    Limit applicable for the org.
    (whichever is lower)    		1/action
    500,000 calls/day or 500 calls/user license/day
    Limit applicable for the org.
    (whichever is lower)    		1/action
    1,000,000 calls/day or 1000 calls/user/day
    Limit applicable for the org.
    (whichever is lower)
    Actions by Zoho Flow-
    Assignment Rules--20 rules/module & 20 rule entries50 rules/module & 100 rule entries50 rules/module & 100 rule entries
    Assignment Thresholds--20 thresholds per module & 500 users per threshold30 thresholds per module & 500 users per threshold30 thresholds per module & 500 users per threshold
    Functions(Workflow action)---1 Instant Action and 5 Time-Based Actions per Rule1 Instant Action and 5 Time-Based Actions per Rule
    Custom Schedules---10 schedules/org20 schedules/org
    Marketing Attribution---
    Segmentation---1 (active or inactive)
    5 (unpublished or draft)    		5 (active or inactive)
    20 (unpublished or draft)
    Workflow Usage Report---
    Cadences-9 cadences, upto 3/module, maximum 6 email and 6 task follow-ups15 cadences, upto 5/module, maximum 10 email, 10 task, and 10 call follow-ups150 cadences, upto 10/module, maximum 20 email, 20 task, and 10 call follow-ups300 cadences, upto 25/module, maximum 25 email, 25 task, and 15 call follow-ups

    Webforms

    Forms for Leads/Contacts1 form/module5 forms/module10 forms/module20 forms/module100 forms/module
    Approve Records
    Auto Response Rules1 rule5 rules10 rules20 rules25 rules
    Unsubscribe Links25101010
    Notify Record Owner-
    Webform Analytics---100,000 visits/month and 3 months of data for Analytics300,000 visits/month and 6 months of data for Analytics
    Webform A/B Testing---2 webforms/module10 webforms/module

    Email

    Email Integration (IMAP/POP3/Gmail API)--
    Email Insights-
    (Note: Includes response tracking & limited options under advanced filters.)
    Organization Emails35075500500
    BCC Dropbox-10 approved email addresses10 approved email addresses10 approved email addresses10 approved email addresses
    Attachments in Email3MB10MB10MB10MB10MB
    Email Sharing--
    Email Scheduling---
    Email Authentication10 Domains10 Domains50 Domains100 Domains100 Domains
    Email Parser---Up to 20 parsers, with a maximum of 10 active at a timeUp to 40 parsers, with a maximum of 20 active at a time
    Email Association with Deals--
    Email Relay--10 domains20 domains20 domains
    Zoho CRM for Office 365-
    Zoho CRM for Gmail Add-on-
    SalesInbox---

    Integrations

    Integrations with third-party vendors and products within the Zoho family often require paid licenses from both Zoho CRM and the integrated software.
    CRM Marketplace (Extensions for Zoho CRM)
    *some extensions are not available in the Standard and Professional Editions    		-5102050
    Zoho Creator Integration--
    Integration with Online Meeting providersIntegrations available with Hosted and On Premise Meeting providers-
    Visitor Tracking
    Zoho SalesIQ Integration
    Zoho Survey IntegrationSurvey campaigns can only be created in Enterprise edition and above.
    Survey Creation in Campaigns Module---
    Zoho Writer Add-on--
    Zoho Desk Integration
    Zoho Projects Integration
    Zoho Finance Suite Integration Includes Zoho Books, Zoho Invoice, Zoho Expense, Zoho Inventory, and Zoho Billing. --
    Zoho PhoneBridge Integrations available with Hosted and On Premise PBX -
    Zoho Analytics Integration
    Zoho Campaigns Integration
    Zoho Forms Integration
    Zoho Webinar Integration---
    Zoho Backstage Integration---
    Zoho Meetings Integration-
    Mail Merge Template (Plug-in for Microsoft Office)Default merge limit is 1000 merges/month/org. Additional merges can be purchased.--1000 merges/month/org1000 merges/month/org1000 merges/month/org
    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--
    Slack Integration-
    Zoho CRM Mobile Edition
    Zoho CRM Analytics Mobile Edition 
    Check-in
    Zoho Directory Integration-
    Remote Sales Office-
    LinkedIn Sales Navigator Integration--
    WhatsApp BusinessSending WhatsApp messages requires credits.-
    Google Chat Integration-

    Google Workspace

    Export Meetings to Google Calendar-
    Export to Google Tasks-
    Synchronize Google Calendar
    (For Google Workspace Users)    		-
    Synchronize Google Contact
    (For Google Workspace Users)    		-
    Zoho CRM Webforms for Google Sites-1/module10/module20/module100/module

    Developer Hub

    APIs - Allowed credits
    More details on API limits
    In a 24 hour window.    		5,000 50,000 + (Number of User licenses x 250) + Add-on credits50,000 + (Number of User licenses x 500) + Add-on credits50,000 + (Number of User licenses x 1000) + Add-on credits50,000 + (Number of User licenses x 2000) + Add-on credits
    APIs - Maximum credits
    In a 24 hour window.    		5,000100,0003,000,0005,000,000Unlimited
    Functions - Allowed credits
    More details on Function limits
    In a 24 hour window.    		-5,000 + (Number of User licenses x 200)
    *(Available only through extensions)    		5,000 + (Number of User licenses x 200)
    *(Available only through extensions)    		20,000 + (Number of User licenses x 500) + Add-on credits20,000 + (Number of User licenses x 1,000) + Add-on credits
    Functions - Maximum credits
    In a 24 hour window.    		-15,00020,000400,000Unlimited
    Client Script---
    Widgets---
    Connections--
    GraphQL---
    ZDK CLI (Beta)
    Currently available exclusively in the Sandbox environment.    		---
    Circuits---15,000 credits20,000 credits

    General

    Personal Settings
    Company Logo and Theme
    Fiscal Year
    Business Hours
    Portals
    Default/Client portal is free with 10,000 portal invites. Additional portals and users must be purchased as per requirement.    		---10,000 portal invites included for default portal (Contacts)10,000 portal invites included for default portal (Contacts)
    Sandbox---3 Configuration, 2 Configuration and Data type Sandboxes7 Configuration, 3 Configuration and Data type Sandboxes
    Business Card View
    Calendar
    Calendar Synchronization
    (CalDAV Access)    		-
    Advanced filters
    Tags for Records-5 tags/record
    20 tags/module    		10 tags/record
    60 tags/module    		10 tags/record
    100 tags/module    		10 tags/record
    200 tags/module
    Sticky Notes
    Translations---
    Users3 Users (Free)₹800 /user license/month
    billed annually or
    ₹1300 month-to-month    		₹1400 /user license/month
    billed annually or
    ₹2100 month-to-month    		₹2400 /user license/month
    billed annually or
    ₹3000 month-to-month    		₹2600 /user license/month
    billed annually or
    ₹3200 month-to-month
    Lite Users
    Lite users can be added on to Enterprise and Ultimate licenses with a minimum of 25 regular user licenses.    		---₹2,400 /user license/month
    billed annually or
    ₹3,000 month-to-month    		₹2,400 /user license/month
    billed annually or
    ₹3,000 month-to-month

    Last updated on: October 17, 2024

    See our feature availability of Trial edition See our feature availability of Developer edition