ZOHO ONE - PLAN DETAILS

For an unbelievable price, Zoho One offers you the following applications.

EssentialsStandard
  • Zoho One
  • Sales
  • Marketing
  • Support
  • Productivity
  • Finance
  • HR
Limit Calculator
Zoho Directory
  • Zoho Directory
  • Application/Device management
Sales
  • Bigin
  • Sites
Marketing
  • SalesIQ
  • Campaigns
Support
  • Desk
Productivity & Collaboration
  • Mail
  • Cliq
  • Projects
  • WorkDrive
  • Meeting
  • Notebook
Finance
  • Books
HR
  • People
  • Recruit

Zoho Directory

  • Admin Panel
  • Single sign-on
  • Active Directory sync
  • Centralized user management
  • 24x5 support
  • Domain management
  • Conditional app assignment
  • Custom fields
  • Usage stats/reports
  • Telephony
  • Application management
  • Zoho apps
  • Creator custom apps
  • Mobile apps
  • Directory apps
  • Document Automation
  • Document automation credits To avail this, add Zoho WorkDrive in Zoho One. Learn more
    • Default - 1000 credits per organization per month
    • Additional - 50 credits per employee license per month (up to a cap of 1000 credits)
  • Mail merge Generate and share personalized documents using data from your business apps or data source. Learn more
  • Fillable documents Create and share customized, prefilled forms to streamline data collection, along with custom post-submit actions. Learn more
  • Sign documents Create and share business documents like NDAs and contracts for digital signature collection via dynamic signature collection workflows. Learn more
  • Label templates Design, generate, and print customized labels in bulk in standard label sizes with data from various apps and sources. Learn more
  • Zoho Publish
  • Business Directory listings
  • Review Management
  • Business Directory Analytics
  • Reputation Management
  • Security Policies
  • Multi-factor authentication
    • Biometric factors - Touch ID/Face ID
    • SMS
    • Time-based OTP
    • Scan QR
    • Push notification
    • Yubikey
  • IP restriction
  • Password policy
  • Groups
  • Customizable group management
  • Customizable security policies
  • BluePencil Extension
  • Grammar
  • Spelling
  • Punctuation
  • Personal dictionary
  • Pocket editor
    • Wordy phrases
    • Sentence length
    • Informal writing
    • Non-inclusive language
    • Passive sentences
    • Commonly confused words
    • Better word choices
    • Rephrased sentences
    • Transliteration
    • Organization dictionary

Application/Device Management

  • Mobile Application Management (MAM)
  • Unlimited Devices
  • Distribute only Zoho One apps automatically
  • All type of Device Enrollment
  • Device Actions which is associated like remote lock, Corporate Wipe and Clear Passcode
  • Distribute Zoho One mobile apps to User's device / group
  • Device Authentication New
  • 1 device per employee license
  • Mobile Device Management (MDM)
  • 25 devices by default with all MDM features
  • Device Enrollment
  • Profile Management
  • App Management
  • Security Management
  • Asset Management
  • E-mail Management
  • Reports and Audit
  • Know more about MDM's professional plan
Note: If more than 25 devices are managed, then the cost will be applicable for all the devices. (From the first device)

Bigin

  • Data
  • Records - 50,000/org
  • Products
  • Users and Control
  • Profiles - 5
  • Roles - 5
  • Data Administration
  • Import Data - 10,000 records/batch
  • Import History - Past 60 days
  • Free Data Backup - 2/month
  • One Time Data Backup -  /request Upto 10 additional units can be purchased
  • File Storage/Org - 1 GB
  • File Storage/User - 512 MB/user
  • Audit log
  • Find and Merge Duplicates
  • Card Scanner
  • Export limits - 100 Exports per day 200,000 records per export.
  • Pipelines
  • Team Pipelines - 3 Create dedicated pipelines for different customer-centric operations with pipeline-specific fields, record types, stages, and profile permissions.
  • Sub-Pipelines - 15 + (3 default Sub-Pipelines) Sub-pipelines are just the traditional pipelines that contains a series of stages. You can have multiple sub-pipelines inside a Team Pipeline.
  • Custom Fields - 10/Team Pipeline
  • Stages - 25 /Sub-pipeline
  • Tags - 10/Team Pipeline
  • Custom List Views - 25/Team Pipeline
  • Pipeline view (Kanban View)
  • Customization
  • Unique Fields - 2/module
  • Custom Fields - 10/module
  • Custom List Views - 25/module
  • Max Records in List View - 100
  • Customize Related Lists Tabs
  • Tags - 5 tags/record, 10 tags/module
  • Calendar View
  • Sheet View
  • Custom domains in Form sharing links
  • Automation
  • Automations(Workflows + Stage Automation) - 30 rules/org
  • Instant Actions
  • Task Actions - 3 tasks/action
  • Email Actions - 3 alerts/action
  • Field Updates - 3/action
  • Connected Records - 1/action Automatically move records from one Team Pipeline to another Team Pipeline with Connected Records action in Workflows.
  • Send Email Notification for email fields in the module
  • Send email notification for record owners/creators/owner's manager
  • Forms - 3
  • Approve Records
  • Notify Record Owner
  • Create Record
  • Advanced Features
  • Create new organization
  • Integrations and Toppings
  • Zoho Desk
  • Zoho Books/Invoice
  • Zoho Meeting
  • Zoho Campaigns
  • Zoho Forms
  • Bigin add-on for Gmail
  • Microsoft 365
  • Google Contacts & Calendar
  • Zapier
  • Zoho Flow
  • Zoho Analytics
  • Zoho CRM
  • Zoho Sites
  • Zoho SalesIQ
  • Zoho Projects
  • Booking Pages - 1
  • Zoom Meeting
  • Mailchimp
  • Constant Contact
  • Payment Links
  • Email-in The first email alias is available for free, and you can automatically convert emails received by email aliases into new records in your pipeline.    -  1 alias
  • File Cabinet Exchange files with your contacts easily and securely with a unique Workdrive link.
  • Microsoft Teams
  • Whatsapp Integration
  • QuickBook Integration
  • Zoho Landing Page integration
  • Zoho Directory
  • Merge templates using Zoho Writer
  • Zoho FSM Integration
  • Zoho Thrive
  • TikTok Lead Ads Sync TikTok Lead Ads with Bigin using LeadChain to enable two-way data flow for improved targeting.
  • Facebook Lead Ads Integrate Facebook Lead Ads with Bigin via LeadChain to enable two-way data flow for improved targeting.
  • LinkedIn Lead Ads Connect LinkedIn Lead Ads to Bigin using LeadChain to enable two-way data flow for improved targeting.
  • Google Lead Ads You can use LeadChain to sync Google Lead Ads with Bigin (one-way), helping you manage leads more effectively.
  • WhatsApp Lead Ads Integrate WhatsApp Lead Ads with Bigin via LeadChain to enable two-way data flow for improved targeting.
  • Communication Channels
  • In-built Telephony
  • PhoneBridge Marketplace
  • X(Twitter) integration
  • Email
  • Whatsapp
  • Signals Get real-time notifications whenever contacts open your email, mention on X(Twitter) and so on.
  • Email
  • IMAP
  • Email Templates - 20
  • Attachments in Templates - 3 MB/template
  • Zoho Mail Add-on
  • Mass Emails - 150 emails/day/org
  • Attachments in Mass Emails - 3 MB/email
  • Individual Email - 300/user/day
  • Attachments in Individual Email - 10 MB/email
  • Automation Emails ( Max limit per day) - 100 emails/user licence, 5000 emails/day, (whichever is lower)
  • Email Insights
  • Analytics
  • Standard dashboards
  • Custom Dashboards - 10
  • Developer Tools
  • APIs (Max allowed credits) API limits vary based upon user license purchased.    -  One to 50,000 credits + (No of employee licenses * 250)

Sites

  • Number of sites
    • Up to 50 employees - 1 site/10 employee licenses
    • Over 50 employees - 5 sites
  • Number of contributors - Number of users assigned with the Zoho Sites app in Zoho One
  • Pages - 50
  • Storage - 100 GB
  • Unmetered bandwidth
  • Forms - 50
  • Max file size - 100 MB
  • Photo gallery - 200
  • Page versions
  • Menus - 5
  • Connect your domain
  • Ad-free
  • SSL hosting
  • Code snippet
  • Element animation
  • Premium elements
  • Favicon
  • Unlimited blog posts
  • Mobile optimized
  • Header & footer code
  • Automatic sitemap
  • Message bar
  • Verification file
  • Custom social file
  • Social share button
  • 301 redirect
  • Audio player
  • Comment box
  • Scheduled blog post
  • Social network auto-publish
  • Newsletter subscription
  • Member portal - 2 members
  • Access control
  • Password protection
  • Dynamic content
    • Display content dynamically from Zoho or third-party services.
    • Email - 10/day
    • Invoke URL - 200/day
    • Function execution - 1,000/month
  • Draft pages
  • Individual page publish
  • Schema generator
  • Saved sections
  • Menu icon
  • Menu highlight
  • Custom 404 page
  • File field in forms
  • Custom fonts
  • Zoho integrations
    • SalesIQ
    • Zoho CRM forms
    • Zoho Campaigns
    • Zoho Forms
    • PageSense
    • Marketing Automation
  • Other integrations
    • Mailchimp
    • Google Analytics

SalesIQ

  • Features
  • 1 brand Brands help you manage the different customer touchpoints (website, mobile app, and email signature live chat) of each of your organization’s business streams under a single SalesIQ portal. You get one brand by default but can buy more as add-ons.
  • Branding
  • Profiles Assign default profiles like Associate, Supervisor, or Administrator with varying permissions to your operators. In our paid plans, you can create custom user profiles with clearly defined permissions at the feature level.
  • Departments Group operators into departments based on business function, service location, or area of expertise to route incoming chats.    -  1
  • Live Chat
  • Operator chat sessions The total number of unique chat sessions operators can have with visitors each month.    -  100
  • Concurrent chat limit Set an upper limit on the number of chats that are assigned to each of your operators at a time.
  • File sharing Share files with your visitors to quickly give them access to the solutions they need.
  • Voice note Let visitors ask complex questions and explain solutions to them through voice notes in the live chat window.
  • Chat history View the chat archives of all visitors who've had a chat with your team.    -  30 days
  • Offline messaging Let customers leave a message, even when all your agents are offline, which you can easily respond to at a later period.
  • Credit card masking Give customers the ability to mask all but the last four digits of their credit card number when shared over your live chat.
  • Resources
  • Canned replies Quickly launch pre-programmed responses to common questions in a click while responding to customers.    -  25
  • Channels
  • Website Give your visitors a gateway to instantly reach out to you by adding live chat to your website.
  • Mobile app Add live chat to your iOS and Android mobile applications and connect with your app users in real time.
  • Visitor Insights
  • Live visitor dashboard View a real-time list of all your website visitors along with their status, grouped into four segments with varying priority levels based on the criteria you define.
  • Monthly visitor tracking limit View a real-time list of all your website visitors categorized based on the criteria you choose. Once you've crossed your tracking limit, you can extend it at an additional charge.    -  10K
  • People
  • Visitors View a real-time list of all your website visitors categorized based on the criteria you choose. Once you've crossed your tracking limit, you can extend it at an additional charge.
  • Contacts Get a list of visitors who've left you their contact information such as email address, phone number, etc. that can be used to perform a follow-up.
  • Reports and Monitoring
  • Daily - Scheduled Get daily reports consisting of the number of visitors on the site, top pages and traffic sources, number of chats, and operator availability delivered right to your inbox.
  • Integrations
  • Zoho Integrations
    • Zoho CRM
    • Bigin by Zoho CRM
    • Zoho Desk
    • Zoho Assist
    • Zoho Lens
    • Zoho Campaigns
  • Other integrations
    • Wordpress
    • Joomla
    • CS-Cart
    • WooCommerce
    • PrestaShop
  • Mobile SDK Extend all the features of SalesIQ to your business's mobile app with our mobile SDK, Mobilisten. You can add SalesIQ to as many mobile apps as you have brands.
  • Calls
  • Device Apps
  • Desktop apps
  • Operator Mobile app With the Zoho SalesIQ mobile app, operators can chat with customers from their mobile devices.
  • Media Kit
  • Calls

Campaigns

  • Design
  • Basic template layouts
  • Pre-designed, responsive newsletter templates - Advanced
  • Drag-and-drop template editor
  • Template library
  • Email marketing
  • Emails - Unlimited
  • Email attachments
  • Chain campaign
  • Child campaign
  • A/B testingCreate two versions of your email campaign (content, subject line, or sender address), test it among two recipient groups, and have the winning version delivered to the rest.
  • RSS campaignsAutomatically share your website or blog updates to your audience via email campaigns.
  • Marketing calender
  • Customizable header and footer
  • Remove Zoho Campaigns logo in footer
  • Reports and analytics
  • Contact Management
  • Contacts - 5,000/employee license
  • Basic segmentation of contacts
  • Advanced segmentation of contacts
  • Bulk segmentsSegment all your contacts based on fields like country, state, and more with just a button's click.
  • Customizable signup forms
  • Customizable pop-up forms
  • Topics
  • Contact scoring and tags
  • Personalization
  • Merge tags
  • Dynamic contentCreate and deliver different versions of an email to different recipients by specifying criteria.
  • Email polls
  • Email delivery and deliverability
  • Schedule email campaigns
  • Recipient time zone sends
  • Recipient optimal open time sends
  • Send in batches
  • Email authentication using SPF/Sender ID, domain key/DKIM
  • Compliance checkThe last step before send, wherein we check if your email is in line with the prescribed standards of the ISPs (Inbox Service Providers).
  • Dedicated IP address - Available on a yearly basis
  • Email marketing automation
  • Basic automated workflowsVisualize, build and automate a series of criteria-defined emails from within an intuitive drag-and-drop interface.
  • Advanced automated workflowsVisualize, build and automate a series of criteria-defined emails from within an intuitive drag-and-drop interface.
  • Built-in workflow templates
  • Account and user management
  • Assign roles and privileges
  • Custom user roles
  • Campaign managerial approval
  • Email-sending policyDefine the number of emails that can be sent out from your organization at different recurring intervals.
  • WorkspacesManage the teams and departments of your organization by creating different workspaces within Zoho Campaigns.
  • E-commerce email marketingA complete email marketing solution for online stores that are built using Shopify, WooCommerce, or Zoho Commerce.
  • Pre-designed newsletter templates
  • Pre-designed cart-abandonment reminder templates
  • Contact, product, and coupon sync
  • Profile- and shopping-history segments
  • AI-based product recommendations
  • Store's revenue vs. Email-based revenue
  • Automated purchase follow-ups
  • Automated cart-abandonment follow-ups
  • Cross-channel marketing
  • SMS marketing
  • Webhook
  • Mailing-list-based notifications
  • Sent-campaign notifications
  • Developer API
  • Campaign management
  • List management
  • Call back URLs
  • Integrations
  • Zoho integrations
    • CRM
    • Creator
    • Survey
    • Contacts
    • Invoice
    • Books
    • Recruit
    • Meeting
    • Commerce
    • Flow
    • Desk
    • Backstage
    • Bigin
    • Zforms
    • Analytics
    • Zplatform
    • Zsolution
  • Other integrations
    • SugarCRM
    • Salesforce
    • Tracking URLs with Google Analytics
    • Eventbrite
    • SurveyMonkey
    • Shopify
    • YouTube for video email campaigns
    • Vimeo for video email campaigns
    • Flickr Add images to the template gallery
    • Google photos Add images to the template gallery
    • Gravatar
    • PayPal
    • Litmus
    • Giphy
    • Zapier
    • GoToWebinar
    • Evernote
    • Dropbox
    • OneDrive
    • Box
    • Wistia
    • HubSpot
    • MS Dynamics 365
    • Zendesk
    • WooCommerce

* Dedicated IP address for yearly subscription is available as an add-on. Know more

Desk

  • Ticket management
  • E-mail tickets Convert emails into tickets automatically when you add email as a channel.
  • Comment in ticket Add private comments to internal teams.
  • Private conversations in ticket Converse with external agents and consultants, and quickly resolve problems on the same ticket without notifying the customer until you wish to.
  • Spam tickets Mark tickets as spam.
  • Ticket history See the activity on a ticket in chronological order.
  • Ticket resolution note Make internal notes about successful solutions to issues.
  • Ticket tags - 20 / Ticket Add labels to tickets to organize them intuitively.
  • Add resolution as KB Directly add the ticket resolution as an article in your Knowledge Base.
  • Suggested articles Pulls relevant answers from your FAQs and Knowledge Base and displays them alongside the ticket.
  • Merge tickets Merge similar tickets into a single one to avoid redundancy.
  • Split tickets Split up a ticket with more than one topic, for better accountability.
  • Clone ticket Create duplicate tickets whenever required.
  • Ticket timeline See a timeline of all the past tickets from a particular customer.
  • Read / Unread tickets Change the status of the ticket from read to unread and vice versa.
  • Pinned conversation Prevent important messages from getting buried beneath other conversations by pinning them to the top of the ticket conversation tab.
  • Followers Follow specific tickets and customers.
  • Time entry Keep track of time spent on every ticket and manage billable hours.
  • Agent productivity
  • Quick ticket view (Peek view) View ticket content from the list view, without having to open it.
  • Response editor with rich text support Format your responses for better clarity and understanding.
  • Advanced search Search across all modules from a single place.
  • Response draft Save in-progress responses as drafts automatically.
  • Table view View tickets in a simple table, with all the columns you need to see.
  • Keyboard shortcuts Use keyboard shortcuts to perform routine ticket tasks.
  • Agent queue Quick way to access open tickets under each agent.
  • Search facet Quickly find the item you're looking for by eliminating what you don't need.
  • Snippets for faster response Create and use pre-written phrases to avoid typing out common answers every time.
  • Email templates in reply Create and deploy pre-typed email templates for faster replies.
  • Work modes View tickets based on time, priority, status, or CRM information via Work Modes.
  • Real-time collaboration
  • Real time updates in ticket list & detail view Get real-time updates for any changes made to a ticket.
  • Real time ticket count in starred views Get real-time updates of the ticket count in starred views.
  • Team feeds View and interact with a feed of recent updates from customer tickets.
  • Customer support channels
  • Email channel - 5 This refers to your support email address.
  • Help center Set up a self-service portal for your customers.
  • Feedback widget - 1 Add the Advanced Web Form as a portable widget to your website .
  • Advanced web forms - 5 Allow potentials and customers to log tickets via forms on any web page.
  • X (Twitter) - 1 brand (add-on brand available on request) Receive and respond to tickets via X (Twitter) directly from Zoho Desk .
  • Facebook - 1 brand (add-on brand available on request) Receive and respond to tickets via Facebook directly from Zoho Desk .
  • Instagram - 1 brand (add-on brand available on request) Receive and respond to tickets via Instagram comments and posts directly from Zoho Desk
  • Instant Messaging Connect with your customers easily on popular messaging channels.
  • Community forums Build a community of customers and users by opening a forum where they can talk to each other.
  • Instant messaging
  • Live Chat (Business Messaging) - 1 channel Chat with customers in real-time on your website and convert conversations to tickets.
  • WhatsApp - 1 channel (Usage-based charges applied by WhatsApp ) Communicate with customers on WhatsApp from Zoho Desk's Instant Messaging module.
  • Telegram - 1 channel Communicate with customers on Telegram from Zoho Desk's Instant Messaging module.
  • Wechat - 1 channel Communicate with customers on WeChat from Zoho Desk's Instant Messaging module.
  • LINE - 1 channel Communicate with customers on Line from Zoho Desk's Instant Messaging module.
  • Facebook Messenger - 1 channel Communicate with customers on Facebook pages from Zoho Desk's Instant Messaging module
  • Instagram - 1 channel Communicate with customers on Instagram DM from Zoho Desk's Instant messaging module
  • Dashboard Monitor all your instant messaging conversations data in one place.
  • WhatsApp sandbox Test the functionality of WhatsApp Business Messaging APIs even before getting your WABA approved.
  • Multilingual WhatsApp Template Messages Send business-initiated WhatsApp pre-approved, multilingual template messages through our WhatsApp API for proactive customer support
  • Auto-responses Set auto-responses to keep customers engaged when you are out of office, or in any other instance.
  • Ticket conversion Convert WhatsApp conversations into tickets.
  • Embeddable options Embed instant messaging chat button, link, or QR code on your website.
  • Block users Detect inappropriate language and block abusive users.
  • Chat transfer Assign conversations to the right person.
  • Notifications Receive real time notifications of chat activities.
  • Customer happiness ratings Collect customer feedback on the quality of support and experience offered to customers on your messaging apps through ratings.
  • Help desk automation
  • Notification rules Use rules to notify agents and customers about progress made on tickets .
  • Macros - 5 Combine actions performed frequently on tickets into macros that can be manually applied.
  • Workflow rules - 5 / module A set of actions that are executed when certain specified conditions are met.
  • Supervise - Time-based rules - 5 Create rules for time-based events such as ticket resolution reminders.
  • Ticket assignment rules
  • Direct assignment to agents and teams - 5 Write rules to automatically assign tickets to specific agents based on criteria you set.
  • Service level agreements (SLA's)
  • Number of SLAs - 4 Service level agreements (SLAs) help you manage response and resolution time by automating actions based on ticket deadlines
  • Stop the SLA clock (On hold state) Pause response time counter when progress cannot be made on a ticket.
  • Multi-level escalations Write rules to establish an automatic escalation matrix for your tickets.
  • Help desk working hours
  • Business hours - 1 Define the hours within which your teams will work on customer tickets. This can be used for time-related automations and SLAs.
  • Holiday list - 1 Create holiday lists based on the regions and timezones in which your agents work.
  • Help desk customization
  • Custom email templates Create your own email templates for notifications and agent responses.
  • Customize tabs Rename, hide, and reorder the tabs at the top of the Zoho Desk interface.
  • Customize form fields Use field layouts to customize fields and field values pertinent to each department.
  • Custom views Use filters to list just the tickets you need to focus on.
  • Starred views View important tickets at the top of the left panel by staring them.
  • Custom fields - 50 / module Store additional information relevant to a ticket using custom fields.
  • Custom ticket status & status grouping Create customized statuses for your tickets.
  • Field dependencies Manage dependencies between two fields.
  • Personalization
  • Helpdesk appearance - Night mode Switch between light mode, night mode, or auto-mode based on your surroundings.
  • Display screen settings Choose the most suitable display layout that is optimal for your screen resolution.
  • Display font control Select your preferred font style and size.
  • Reply editor font controls Select the default font type and size for your email description and reply editors.
  • Reply button behaviour Select the reply actions you want the button to display by default.
  • Landing page settings Select the default home page that appears when you log in.
  • Reply - article auto suggestion Get article suggestions while replying to tickets.
  • Default send behaviour Set default send behavior for ticket as Send & Close or Send.
  • Multi-language support View Zoho Desk in any of the supported languages.
  • Date & time format control Select a date & time format based on your preference or locale.
  • Artificial intelligence - Zia
  • Content analysis Zia checks for grammatical errors, analyses readability, and scores content quality. *Available in US,EU,AU,IN, CA, JP & CN DCs
  • Generative AI (ChatGPT / DeepSeek integration) Connect your OpenAI or DeepSeek API key to enable AI features like sentiment analysis, summaries, and smart replies. *Supported in 35 languages*OpenAI is available in US, EU, AU, IN, CA, JP DCs, and DeepSeek in CN DC.
  • Re-branding
  • Custom domain mapping Connect Zoho Desk with your website domain.
  • Help center
  • Private knowledge base for agents Create a private repository of solutions for your agents to access.
  • Article versioning Keep track of multiple versions of your KB articles.
  • KB article template Create and use knowledge base(KB) templates bringing structure, consistency and speed in setting up KB portals.
  • Public knowledge base Create a public repository of help articles, guides, and FAQs. 700 sections under a category can be added, including the root category. Within a root category, 699 sections can be created, with a maximum of four hierarchical levels.
  • Community Build and grow a community of customers, prospects, and visitors.
  • ASAP Embed customer service capabilities into your websites and mobile apps with the ASAP widget.
  • Text-to-speech in ASAP mobile SDK Convert your knowledge base articles and community to speech on mobile phone.
  • Business Messaging in ASAP Allow customers to chat in real-time with agents through ASAP
  • Customer management
  • Contact & account information management Record customer details as contacts, and group them into common accounts.
  • Private notes for contacts & accounts Make internal notes about customers for the team's future reference.
  • Dedicated owners for contacts & accounts Assign dedicated agents within your team to specific customers.
  • Contact & account custom fields - 50 Create custom fields to store additional information about your customers.
  • Merge contacts Merge contacts to avoid redundancy or duplication.
  • Merge accounts Merge accounts to avoid redundancy or duplication.
  • Custom views for customers Create filters to view a list of customers you need to focus on.
  • Contact & account insights View contact and account activity and engagement in a neat dashboard.
  • Deduplicate contacts & accounts Eliminate duplicate customer information to reduce complications.
  • Follow contacts & accounts Closely monitor contact or account-specific activity.
  • Contact to product association Associate each customer with the products they've purchased or are using.
  • Activity
  • Tasks Create follow-up tasks for your team based on ticket conversations.
  • Time tracking
  • Manual ticket time tracking Agents have control over the ticket timer.
  • Products
  • Product based ticket tracking Track tickets by associating them with specific products.
  • Associate products to contacts Associate each customer with the products they've purchased or are using.
  • Associate products to accounts Associate each customer organization with the products they've purchased or are using.
  • Dedicated owner for products Assign a dedicated agent for each product.
  • Custom fields for products - 50 Create custom fields to store additional information about your products.
  • Custom views for products Use filters to see a list of products you need to focus on.
  • Analytics
  • Agent dashboard Track all agent performance parameters along with agent information and current availability.
  • Predefined reports Get reports that offer relevant insights across different modules.
  • Ticket overview dashboard View and track your vital ticket metrics in a single dashboard.
  • Ticket status dashboard View tickets according to their statuses, default and custom.
  • Customer happiness dashboard Track customer satisfaction levels over a given period of time in a single dashboard.
  • Custom reports - 50 Create your own custom reports to keep track of metrics that matter to you.
  • Export reports to CSV, XLS or PDF Export reports from Zoho Desk to your computer in CSV, XLS, or PDF formats.
  • Custom dashboards - 10 Create your own custom dashboard visualizations for reports you use the most.
  • Headquarters dashboard Track ticket traffic and volume over a given period of time in a single dashboard.
  • Response, resolution & FCR dashboards View and track ticket response and resolution times across your team.
  • Knowledge base dashboard View metrics and reports related to Knowledge Base articles.
  • Community dashboard Analyze customer interaction and behavior on your community.
  • Agents & permissions
  • Profiles - 5 Manage permissions to modules, fields, and utilities by categorizing agents under different profiles.
  • Roles - 5 Create roles to replicate your organization chart and assign a profile to each role accordingly.
  • Light agents - Add-on ₹ / month Allow internal employees to consume customer tickets, but not respond to them directly.
  • Add-ons & integrations
  • G suite Collaborate and share information from your GSuite account to Zoho Desk easily.
  • Zoho translate AI-powered extension that translates tickets to a language of your preference.
  • Zoho Assist - 1 free user Help customers actively through screen-sharing powered by Zoho Assist.
  • Google Chat Manage tickets within Google Chat without constant navigation to the Desk interface.
  • Zoho CRM Bridge the gap between Sales and Support with context, using the Zoho CRM integration.
  • Zoho FSM Sync your field support teams with your customer support agents for better communication experience.
  • Bigin Integrate with Bigin and make it easier for your sales and support teams to connect with prospects.
  • Zoho Analytics Integrate with Zoho Analytics and enjoy advanced reports based on your support data.
  • Zoho Projects Submit bugs in Zoho Projects for new Zoho Desk tickets.
  • Zoho BugTracker Find, report, and solve bug-related issues using Zoho Bug Tracker.
  • Zoho Lens add-on Integrate Zoho Lens with Zoho Desk to ensure hassle-free remote assistance experience right from the tickets.
  • SMS add-on Send acknowledgment messages to your customers and notify agents on new ticket assignment via SMS.
  • Zoho Cliq Collaborate over chat with your team members without switching windows.
  • Zoho SalesIQ Enable live chat for your website to capture and nurture leads effectively.
  • Zoho Meeting Integrate with Zoho Meetings start/ schedule secured audio and video conferences with your customers from within a Zoho Desk ticket.
  • Atlassian Jira Break silos and collaborate with your engineering team effectively using Jira.
  • Slack View ticket details, receive support notifications, and collaborate without leaving Slack.
  • Zoho Books/Invoice Access your customer's billing information, and receive and create invoices from within Zoho Desk.
  • Zoho Inventory Get instant and detailed access to the current account status of the customer right inside your tickets with the Zoho Inventory integration.
  • Zoho Billing View customer subscription information alongside their tickets and build a better conversation.
  • Zoho Flow - Yes (Excludes flows that use features not supported in the standard plan.) Use Zoho Flow to effortlessly integrate Zoho Desk with 800+ apps without writing code and automate complex business workflows.
  • Zoho Campaigns Get campaign-related context within support tickets like campaigns sent to a contact, the mailing lists they are associated with, and more.
  • Salesforce Integrate Desk with Salesforce to bring your support and sales information together.
  • Zapier - Yes (Excludes zaps that use features not supported in the standard plan.) Use the Zapier integration to connect Desk with other vital apps.
  • Office 365 Add Office 365 users as agents, so they can access Zoho Desk via single sign-on.
  • MS Teams Bring the Zoho Desk experience into MS Teams via bots and message extensions.
  • Zoho PageSense Engage your customers better with analytics for web forms, powered by Zoho PageSense.
  • Google Play Reviews Manage customer reviews on the Google Play app through Zoho Desk
  • YouTube Engage with your audience on YouTube by responding to their comments easily.
  • Zoho Marketplace for Zoho Desk
  • Public extensions - Yes (Excludes extensions that use features not supported in the standard plan.) Build, host, and sell custom extensions on the Zoho Desk marketplace.
  • Extension starter pack Optimise current operations with app recommendations from Zoho Desk marketplace, third-party integration or custom built extension.
  • Mobile experience
  • Radar app for Zoho Desk Vital stats curated in real-time for managers and agents.
  • Zoho Desk app Collaborate from anywhere effortlessly, with Zoho Desk on mobile.
  • Security
  • IP range restriction (active directory) Whitelist the IP addresses you use to access Zoho's services and deny access attempts from networks not added to the whitelist.
  • CSP policy header Prevent client-side script execution of malicious content on the web page.
  • DKIM/DMARC Provide credibility to your domain and tell the receiving server that you are trustworthy to avoid ending up in spam.
  • SSL certificate Keep user data secure, verify ownership of the website and prevent attackers from creating a fake version of the site.
  • Attachment controls Prevent malware by controlling which file type can be used as an attachment.
  • Single sign-on using SAML in helpcenter Configure SAML-based single sign-on for end users so they can access your Help Center without being prompted to enter separate login credentials.
  • User authentication (JWT) in ASAP Verify the authenticity of a user of the main app and provide them with permission to use ASAP with the same credentials.
  • Federated login Access helpcenter through a single authentication ticket/token from different identity providers (IPs) without having to create separate accounts.
  • Privacy
  • Anonymization of agent and customer Anonymize data subjects who reside in the European Union as outlined in the General Data Protection Regulation (GDPR).
  • Data center location Choose the nearest data center country location while signing up.
  • DSR - Data Subject Requests Process your client's inquiries and serve them their required personal information that has been collected, stored, and used.
  • Accessibility
  • Highlight critical information Display critical information like ticket ID, ticket owner, contact details, etc. in striking color.
  • Underline links Increase the visibility of links with an underline.
  • Emphasis focus area Indicate the extent and clickablity of focus area by adding a border.
  • Animation controls Optimize the animations and transitions across your helpdesk.
  • Reading mask Eliminate distractions by focusing the text you're reading and masking the rest.
  • Zoom level adjuster Adjust the zoom level until the page is easy to view.
  • Screen reader Render the content (text, buttons, images, and links) on your screen into speech or braille.
  • Keyboard focus navigation Navigate between screens, switch tabs, and perform tasks using only keyboard keys.
  • Custom scrollbar Replace native scrollbar with a compact scrollbar for seamless navigation while indicating the scroll position.
  • Toast notifications Get brief notifications that convey action related information.
  • Focus ring Highlights the present interactive element on your screen.
  • Custom cursor Select a mouse pointer of your desired color and size based on your preferences or actions instead of a default arrow-based cursor.
  • Page navigation Navigate to the section you choose to read using a keyboard instead of sequentially scrolling through the entire document.
  • Developer tools
  • API - 50,000 + (No.of users x250) + Add-on credits Integrate with other Zoho apps and third-party tools by adhering to RESTful principles. Learn more about the API Credit system
  • API dashboard Monitor and optimize API usage metrics based on functionalities specific to editions.
  • API usage matrix Access detailed reports on how API is consumed by your Desk
  • API usage alerts Get notified when you are close to exceeding your pre-defined API usage threshold.
  • Data administration
  • Export data Export your data in CSV format from individual Zoho Desk modules.
  • Import history - Past 60 days Keep track of all the times you've imported data into your help desk.
  • Import data - 10,000 / batch Import accounts, contacts, tickets, and other important data into your Zoho Desk portal.
  • Data backup - 1 full backup / month Schedule data backups or instantly download data for protection against any data loss
  • Data migration
  • Migration from other help desk Make the switch from Zendesk or Freshdesk with extensive support from our team.

Mail

  • Storage
  • Mail storage - 50GB/employee license
  • Retention storage - 50GB/employee license
  • Zoho Mail
  • Webmail
  • Attachment limit (Mail) - 40MB
  • Huge attachment limit (Mail) - up to 1GB
  • Email groups
  • Email sharing
  • Folder sharing with delegation
  • Email recall
  • Email forwarding
  • Active sync
  • Email aliases
  • Domain aliases
  • Custom login
  • White labelling
  • SAML based SSO integration
  • S/MIME encryption
  • TLS encryption
  • Email retention
  • eDiscovery (Mail)
  • Zoho Mail app for iOS and Android
  • Zoho Mail admin mobile app
  • Streams Mobile app for team collaboration
  • Calendar
  • Integrated calendar
  • Resource booking
  • Calendar sync
  • Group calendars
  • Appointment scheduling
  • Calendar on mobile
  • ToDo
  • Tasks
  • Sub-tasks
  • Group tasks
  • Share tasks
  • Recurring tasks
  • Attachment support
  • Add mail as a task
  • Link task to mail
  • Mobile access to ToDo via Streams app The Zoho WorkDrive app, for Android and iOS, lets you contribute to your team while on the go.
  • Notes
  • Notes
  • Group notes
  • Sticky notes
  • Share notes
  • Attachment support in Notes
  • Add mail as notes
  • Link note to mail
  • Mobile access to Notes via Streams app The Streams - for Zoho Mail app, for Android and iOS, lets you contribute to your team while on the go.

Cliq

  • Messaging
  • Unlimited 1-1 chats and group chats
  • Participants per group - 500
  • Read receipts
  • Searchable messages - Unlimited
  • @mentions and #tags @available, @all, @username, #channel
  • Star important messages
  • Time limit to delete sent messages - Up to 730 days
  • Maximum duration for audio/video messages and screen recordings - 60 mins
  • Link preview
  • Print chat transcript
  • On-demand chat summary
  • Collaboration
  • File storage - 100GB/employee license
  • Unified org directory - Teams, Custom Roles
  • Reminders
  • Zia events
  • Guest chat
  • Remote work Checkin, Checkout, Status
  • Team management Team management - View teams you are a part of
  • Calendar events
  • Task management View and manage tasks through Zoho Projects or directly within Cliq.
  • Custom keyboard shortcuts - 50 per user Editing default keyboard shortcuts is available across all plans.
  • Extract text from images
  • Channels
  • Organization & personal channels
  • External channels (Shared channels) - 5 channels/employee license Collaborate with users from other organizations with channels
  • Channel permissions
  • Announcement channels
  • Roles & permissions Users can be assigned custom roles to access specific channel levels.
  • Mobile permissions
  • Archiving channels
  • Team & multi-team channels
  • Participants per channel (Organization, team, & personal) - 20,000
  • Participants per channel (External) - 500
  • Threads
  • Default channels
  • Calls and meetings
  • 1-1 audio & video calls
  • Screen sharing
  • Audio & video meetings - 1,000 active participants, 10,000 viewers
  • Maximum meeting duration - 24 hours
  • Call recording
  • Add guests to meetings
  • Room devices No. of devices in which Cliq Rooms app can be configured    -  50 devices licenses included
  • Live events Schedule and stream virtual events to a large audience
  • Branded meetings
  • User preferences
  • Desktop notifications
  • Themes
  • Email & sound notifications
  • Security and privacy
  • Single SSO sign-on & Google sign-on
  • Two factor authentication
  • Password policies
  • Restricted IP IP restrictions can be applied for specific clients like mobile, and desktop app also.
  • Data encryption both in transit and at rest
  • SSL support
  • Consents Dialogs requesting permissions to access data in extensions and internal tools
  • Secret chat Disable chat history to chat off the record
  • Admin panel
  • User provisioning & de-provisioning
  • Teams To collaborate through team and multi-team channels
  • Exclusive security policy for teams TFA, Password policy, Restricted IP
  • Departments & designations
  • User roles To configure feature access for specific roles
  • Module configurations Control over modules like chats, live media, integrations, and more
  • One theme for the entire organization
  • Brand logo and favicon
  • Custom domain
  • Custom email
  • Availability reports
  • Chat export
  • Import
  • Audit history
  • Usage reports - Advanced
  • e-Discovery & DRP
  • Channel management Centralized management of all channels for admins
  • Org-wide channel permissions Set unified permissions for different channel levels across your organization
  • Data loss prevention (DLP)
  • Usage report export
  • Bulk team import
  • Data clean up management
  • Branches & rooms
  • Custom user fields
  • Integrations
  • Integrations with other Zoho apps Zoho People, Zoho Projects, Zoho Calendar, Zoho Notebook
  • Office 365 Redirects users to O365 login page
  • Extensions Custom integration with third-party apps    -  150/organization
  • Developer platform
  • API support
  • Slash commands - 5,000/org
  • Message actions - 5,000/org
  • Bots - 1,000/org
  • Functions - 10,000/org
  • Schedulers - 1,000/org
  • Databases - 250/org
  • Database records - 50,000/org
  • Widgets - 250/org
  • Internal apps Custom apps that can be built based on purpose    -  5,000
  • Default bots

Projects

  • PROJECT MANAGEMENT
  • Projects - Unlimited
  • Storage Space - 100GB
  • Project Templates - 20
  • Project Groups
  • Private Projects
  • Strict Project
  • Project Templates Gallery
  • Client users - 2 / org
  • TASK MANAGEMENT
  • Subtasks
  • Gantt Charts
  • Project Timeline Gantt
  • Task Dependency - Within project (All four types)
  • Recurring Tasks
  • Task Duration (Hours/Days)
  • Reminders
  • Task Rollup
  • ISSUE TRACKER
  • Add Issues through email
  • Notifications
  • Business Rules
  • Web to Issue Form
  • Time Tracking
  • Timelogs and Timesheets
  • Timelog and Timesheet Approval
  • Time Log Restriction
  • Budgeting
  • Project Budget
  • Earned Value Management
  • CHARTS / REPORTS
  • Workload Report - Project-specific
  • Planned vs Actual Report - Project - specific
  • Custom Reports within Project - 20 reports per module / project
  • Global Custom Reports - 20 reports per module
  • Report Folder Limits - 10 report folders per module / project
  • ZIA - Zoho's AI Assistant
  • Zia Insights
  • Zia Translate
  • Content Generation by Zia
  • MCP Server (using Zoho MCP) Connects AI models to Zoho Projects so they can understand your data and perform actions based on natural language instructions. Learn more
  • Collaboration
  • Project Feeds
  • Document sharing
  • Calendar & Forums
  • Tags
  • Pages & Chat - All Projects
  • CUSTOMIZATIONS
  • Project Dashboards - 5
  • Global Dashboards - 1
  • Projects Custom Modules - 5
  • Records per Project Custom Module - 10K
  • Custom Views
  • Business Hours & Weekends - 1 Business Calendar
  • Holidays List
  • Project Web Tab - 2
  • Global Web Tab - 2
  • Custom Status, Fields & Layouts
  • Custom Status (Project, Milestone, & Task)
  • Custom Module Custom Fields - 52
  • Layouts (Project, Milestone, Task, Issue & Timelog)
  • Task Layout Rules - 2 per layout
  • AUTOMATION
  • Workflow Rules - 2 per layout
  • Blueprint for Tasks - 2 per layout
  • Timesheet Approval Rules
  • Email Template and Alerts
  • Webhooks - 200 invokes per day
  • Macro Rules - 2 per layout
  • Actions by Zoho Flow Additional requirements can be purchased as Flow Credits    -  100 per month
  • Automation Actions Includes workflows, macros, blueprints, webhooks, and custom functions used across all modules. Does not include actions triggered through Zoho Flow.    -  500 execution per month
  • Custom Functions - 500 execution per day
  • IMPORT & EXPORT
  • Import from MS Project
  • Import Issues (CSV, XLS & JIRA)
  • Import from XLS, CSV, and JSON
  • Import from Jira
  • Import from BaseCamp
  • Manual Export - Unlimited
  • Integrations - Zoho Apps
  • Zoho Analytics
  • Zoho CRM
  • Bigin by Zoho CRM
  • Zoho People
  • Zoho Expense
  • Zoho Books
  • Zoho Invoice
  • Zoho Billing
  • Zoho Forms
  • Zoho Flow
  • Zoho Meeting
  • Zoho Sprints
  • Zoho Sign
  • ManageEngine ServiceDesk Plus
  • Integrations - Collaboration
  • Slack
  • Figma
  • Microsoft Teams
  • Office 365
  • Sync Google Tasks
  • Google Apps Integration
  • Integrations - Document Management
  • Dropbox
  • SharePoint
  • One Drive
  • Google Drive
  • Integrations - Productivity
  • Fireflies
  • Zendesk
  • Zapier
  • Integrations - Repositories
  • GitHub
  • GitLab
  • Gitea
  • BitBucket

WorkDrive

  • 250GB file upload limit
  • Storage
    • Upto 10 employees - 5TB/org
    • After 10 employees, get additional shared storage of 500GB/new employee
  • Built-in document editors
  • Writer
  • Sheet
  • Show
  • Internal collaboration
  • Team FoldersA secure hub for your team to store, share and work together on files.
  • Granular access controls
  • Sub-folder level sharing
  • Preview 200+ file formats
  • Universal content search
  • File locking
  • Commenting on files
  • Unlimited file versioningAccess and revert to any previous version of your files. You can even compare changes between different versions.
  • Unread and global notificationsUnread Notifications keep you informed of any changes made in a Team Folder you’re part of. Global Notifications let you know every time a file/folder is shared with you, when you’re @mentioned or invited to a Team Folder, and about public Team Folders that are relevant to you.
  • Follow updatesFollow important files and folders to stay up to date on all changes made by collaborators. You can choose a preferred notification setting to receive bell notifications, email notifications, or both.
  • Groups
  • External collaboration
  • External file sharingCreate multiple file links to share files with people outside your team, then label them for easy reference. Set different access permissions for each file link and track them all separately.
  • Client usersAdd external users to your WorkDrive Team with limited roles and permissions. Separate client user add-on purchase is required.
  • Password-protected links with expiry
  • External file access controlRetain control over files shared externally. Decide who gets to view or download them.
  • Custom download links
  • Create embed codes
  • Productivity
  • Collect FilesEasily request internal and external users to upload files via collection links to a particular folder. View user submissions and manage their files effortlessly.
  • WorkDrive SnapWorkDrive Snap is a video-based, asynchronous communication solution that combines the power of video calls with the flexibility of a chat.New
  • Add-ons and Apps
  • Mobile appsThe Zoho WorkDrive app, for Android and iOS, lets you contribute to your team while on the go.
  • Microsoft add-onCreate and edit files with Microsoft Office Suite and store them on WorkDrive.
  • Gmail add-onSave important email attachments to WorkDrive and attach files from WorkDrive-all without ever leaving Gmail.
  • Desktop Apps
  • WorkDrive GenieThe WorkDrive Genie app lets you quickly open and edit your WorkDrive files on the web with your default desktop applications.
  • WorkDrive SyncSync to the cloud from your Windows, Mac, or Ubuntu Linux desktop and vice versa. Maximize your local storage space by choosing which files to sync and de-sync.
  • WorkDrive TrueSyncGive your desktop the power of the cloud. Explore all your WorkDrive files and folders directly from your desktop, without using up space in your hard drive, with TrueSync.
  • Data organization
  • LabelsLabels help you to easily identify and access files and folders across different locations in WorkDrive.
  • Data TemplatesCreate data templates to classify files and folders and organize them by adding custom information or properties as metadata.
  • Templates
  • Data administration and security
  • Admin controls
  • Custom domainCreate a custom domain to access your WorkDrive account. This will help you promote your brand when you share files with your team members and external users.
  • Control external sharing
  • Transfer file ownership
  • Full content visibility and managementFind and manage any file ever created by anyone in your team.
  • File recoveryRestore files deleted from the trash for a period of 90 days after deletion.
  • Device managementView connected devices, manage app permissions, and disconnect or wipe and disconnect devices remotely.
  • 256-bit AES encryption at rest
  • TLS, SSL, and PFS encryption during transit
  • Advanced analytics and reporting
  • File access statsA list of all the users who have accessed a file and when they accessed it.
  • File activity timelineA timeline of all activities performed by users on a particular file.
  • Admin dashboard
  • Generate and export customized activity reportsFilter out all team activities you want to monitor and then generate activity reports about them.
  • Team Folder activity timeline
  • Integrations
  • Zoho integrations
    • Bigin by Zoho CRMCreate File Cabinets for each customer, so you can share files, and manage all their documents in a single place.New
    • Zoho CliqBring together content and communication, and boost team productivity. Share WorkDrive files with users and channels, and set access permissions, from right within Cliq.New
    • Zoho FlowUse Zoho Flow to integrate Zoho WorkDrive with 650+ apps without writing code. Automate any tasks that keep you away from what you do best.
    • Zoho ProjectsZoho WorkDrive now integrates with Zoho Projects to help your team manage their work and documents from a single place.
    • Zoho Connect
  • Other integrations
    • Zapier

Meeting

  • General
  • Host - 1/employee license
  • Meeting participants - 100/host
  • Session duration - 24 hours
  • Storage - 10GB/employee license
  • Webinar attendees - 100/organizer
  • Meeting features
    • Collaboration features
      • Screen/Application sharing Available for all participants.
      • Screen sharing with audio Available only on Chromium-based browsers.
      • Annotation
      • Computer audio/VoIP
      • Webcam sharing
      • International dial-in numbers
      • Browser based (no downloads required)
      • Virtual background
      • Custom virtual background
      • Emoji reactions
      • File management
    • Online meeting features
      • Keyboard and mouse sharing
      • Personal room
      • Breakout rooms
      • Instant chat
      • Whiteboard
      • Meeting polls
      • Co-host Up to 5 co-hosts while scheduling and add more during meeting.
      • Share material
      • Pin video
      • Remote control
      • Join before host Allow participants to join meetings before host.
    • Scheduling and reminders
      • Schedule meeting
      • Instant meeting
      • RSVP
      • Add to calendar
      • Reminder setting
      • Embed meeting widget
    • Moderation controls
      • Mute/unmute meeting participants
      • Remove meeting participants
      • Lock meeting
      • Multiple email reminders
      • Advanced moderator settings
      • Raise hand
  • Recording and storage
  • Session recording
  • View and share recording
  • Recording transcripts
  • Meeting keynotes
  • Organization management
  • User management
  • Co-branding
  • Organization level settings
  • Multiple portals
  • Custom domain
  • Automated email settings
  • Configure the sender and reply-to email address
  • Departments
  • Webinar features
    • Scheduling and registrations
      • Customize registration form
      • Embed registration widget
      • Moderate registrations
      • Add co-organizers
      • Create polls before session
      • View and export registration report
      • Customize emails
      • Multiple email reminder setting
      • Automated follow up email configuration
      • Post-registration redirection
      • Post-webinar redirection
      • Source tracking
      • Domain restriction for registration
      • Attendees list configuration Allow attendees to view other attendees list.
      • On-demand webinar
    • Attendee engagement and in-session features
      • Join from mobile browser Attendees can join the webinar using any modern mobile browser, no download required.
      • Live streaming on social media
      • Upload and share materials
      • Create instant polls
      • Polls
      • Q&A
      • Raise hand
      • Broadcast message
      • Allow attendee to talk
      • Make presenter
      • Allow anonymous questions
      • Chat between organizer and co-organizers
      • Annotation
    • Post webinar analytics
      • Basic reports
      • Advanced reports
  • Security and compliance
  • TLS 1.2 transport security with AES-256-bit encryption
  • Two-factor authentication
  • Consent for turning on video
  • Action log viewer
  • End-to-end encryption (E2EE)
  • Apps and extensions
  • Desktops application (Windows, Mac, and Linux)
  • iOS mobile app Available for co-organizers and attendees to join webinar
  • Android mobile app Available for co-organizers and attendees to join webinar
  • Outlook plugin
  • Firefox extension
  • Google chrome extension
  • Integrations
  • Zoho CRM
  • Zoho Projects
  • Zoho Calendar
  • Zoho Campaigns
  • Zoho Bookings
  • Zoho Sprints
  • Zoho Notebook
  • Zoho Connect
  • Zoho Backstage
  • Bigin by Zoho CRM
  • Zoho Mail
  • Gmail add-on
  • Zoho Marketing Automation
  • Zoho Flow
  • Zia
  • Rev AI
  • Zapier New
  • Hubspot New

Notebook

  • Core features
  • Sync across devices
  • Cloud storage
    • Default - 1TB per organization
    • Additional - 100GB for each employee license that is added beyond the first 10 employees
  • Upload files up to 1GB
  • Tags and recurring reminders
  • Scan documents, business cards, tables
  • Smart cards
  • Turn emails into notecards
  • Advanced search (OCR and object detection)
  • Version history - Access up to 1000 versions of a notecard
  • Premium covers and fonts
  • Dedicated customer success manager
  • Nested collections
  • Custom sort notes/notebooks
  • Security & Compliance
  • Secure notes with passcode or FaceID or TouchID
  • Advanced security and compliance standards
  • Admin console - Manage roles and permissions
  • Audit log to view all the activities of your organization
  • Notebook AI New
  • AI transcription - 100 mins/employee license/month
  • AI mindmaps
  • Writing assistant up to 60 uses/month*
  • Apps and extensions
  • Desktop applications (Windows, Linux and mac)
  • iOS mobile app with offline support
  • Android mobile app with offline support
  • Browser extensions (for Chrome, Firefox, Edge and Safari)

* May vary based on usage.

Books

  • Core accounting and organization setup
  • Branches - 3/org
  • Sales
    • Quotes
    • Manage customers
    • Invoices - 100,000 a year
    • Recurring invoices
    • Credit notes
    • Invoice customization
    • Customer portal
    • Multi-lingual invoicing
    • Payment reminders
    • Online payments
    • Generate payment links
    • Record offline payments
    • Sales orders
    • E-way bills
    • Progress invoicing New
    • e-Invoicing
    • Remove Zoho Books branding on invoices
    • Sales approval
    • Retainer invoicing
    • Multi-currency invoicing Associate a currency other than your base currency to customers and create transactions.
    • Automatic exchange rates
    • Multi-transaction number series
  • Purchase
    • Expenses and bills - 100,000 (combined)/org
    • Manage vendors
    • Vendor credits
    • Record payments made
    • Purchase orders
    • Mileage tracking
    • Auto forward receipts from email inbox
    • Auto-scan receipts
    • Recurring expenses
    • Recurring bills
    • Apply landed costs to purchases
    • Multi-currency transactions Associate a currency other than your base currency to vendors.
    • Automatic exchange rates
    • Multi-transaction number series
    • Vendor portal
  • Banking
    • Add multiple bank and credit card accounts
    • Import bank and credit card statements
    • Auto forward bank and credit card statements
    • Bank reconciliation
    • Transaction rules
    • Connected banking with partner banks
    • Setup bank & credit card feeds via third party provider
  • For accountants
    • Invite accountant
    • Chart of accounts
    • Sub-accounts
    • Manual journals
    • Bulk update - accounts
    • Transaction locking
    • Journal templates
    • Base currency adjustments
    • Recurring journals
    • Budgeting
    • Fixed asset management New
  • Inventory
    • Manage items
    • Stock tracking
    • Set reorder points
    • Price lists
  • Reporting
    • Dashboard
    • Reports
    • Export and print reports as spreadsheet or PDF
    • Schedule reports - 200/org
    • Reporting tags
    • Custom reports - 200
    • Cashflow forecasting report
  • VAT
  • Track VAT
  • VAT reports
  • Internal finance control
  • Activity log
  • Transaction locking
  • Custom user roles and access
  • Sales approval
  • Purchase approval
  • Timesheet approval
  • Timesheet approval - Customer
  • Digital signature This feature is supported only on Zoho Books' Windows app
  • Record locking Lock your invoices and credit notes, and only allow users with relevant permission to edit or delete them.
  • Validation rules
  • Projects and timesheets
  • Manage projects
  • Project expenses and invoices
  • Project tasks Create specific tasks related to your projects and log time for them.
  • Timesheet and billing
  • Timesheet approval
  • Timesheet approval - Customer
  • Retainer invoices for projects
  • Project budgeting
  • Project profitability
  • Customization and automation
  • Invoice customization
  • Email template customization
  • API call limit - 10,000 requests/day/org
  • Custom reports - 200/org
  • Custom views
  • Custom fields
  • Workflow rules - 200
  • Validation rules
  • Related lists
  • WebTabs - 10/org
  • Custom modules - 10/org
  • Custom schedulers
  • Custom buttons and links
  • Custom domain
  • Workflow rules executions
    • Email alerts
    • In-app notifications
    • Field updates
    • Custom functions
    • Webhooks
  • Custom fields
    • String: Text box (single-line), email, URL, and phone - 50/org
    • Numerical: Number, date, and date & time - 35/org
    • Decimal: Decimal, amount, and percent - 20/org
    • Lookup - 5/org
    • Text box (Multi-line) - 5/org
    • Dropdown - 25/org
    • Attachment - 10/org
    • Boolean (Checkbox) - 20/org
    • Multi-select - 5/org
    • Auto-generate number - 1/org
    • Formula - 2/org
  • Document management
  • Create folders
  • Upload documents
  • Auto scan receipts - 2
  • Attach files to transactions and contacts
  • Auto forward receipts and bills
  • Auto forward bank statements
  • Collaboration
  • Customer portal
  • Comments
  • Contextual chats Initiate chat sessions with other users in Zoho Books using Zoho Cliq's chat bar. Discuss transactions, contacts, items, bank accounts, or projects.
  • Assign and track tasks
  • Vendor portal
  • Integrations
  • Other apps
    • Google Workspace
    • Microsoft 365
    • Slack
    • Zapier
    • Dropbox
    • Google Drive
    • Evernote
    • OneDrive
    • WhatsApp Credits to be purchased separately
    • Twilio
  • Payment gateways
    • Razorpay
    • ICICI eazypay
    • Stripe
    • PayPal
    • Paytm
    • 2Checkout
  • Connected banking
    • HSBC Bank
    • Kotak Mahindra Bank
    • Standard Charted bank
    • Yes Bank
  • Zoho apps
    • Practice
    • Payroll
    • Inventory
    • Expense
    • Analytics
    • CRM
    • SalesIQ
    • Mail
    • Desk
    • Cliq
    • Bigin
    • Billing
    • Campaigns
    • Commerce
    • People
    • Projects

People

  • Administrators - Unlimited
  • Employee database management
  • Employee database A repository with all employee information.
  • Employee self-service Access to profile and Zoho People services.
  • Multi-entity management Independently manage multiple organizations.
  • Zoho Vault integration Password management.
  • Document management
  • Organization & employee file management
  • E-signature app integration
  • Personal file uploads Employees can upload personal files like ID proofs.
  • Zoho Sign templates Ready-to-use HR document templates. An integration with Zoho Sign is required.
  • Onboarding
  • Candidate onboarding Custom module with tabs that candidates use to fill in their basic information.
  • Employee onboarding Structured process for new hires involving orientation, paperwork, team introductions, and comprehensive training.
  • Time off management
  • Leave policies Customize leave types and policies.
  • Attendance-based leave accrual Accrue leaves based on the number of days or hours worked.
  • Holidays
  • Compensatory off Apply leave to a regular working day as compensation for overtime work.
  • Leave grant Special leave credits for child care, maternity and paternity, etc.
  • Bradford score Helps mitigate short, frequent, and unplanned absences.
  • Exceptional working day Declare a weekend day as working day for exceptional circumstances.
  • Integration with Google, Office 365, Zoho Projects, Zoho Cliq, Zoho Connect
  • Attendance
  • Attendance tracking via web, mobile, and facial recognition
  • Attendance regularization Employees can rectify incorrect or missed entries.
  • On duty For employees working outside of the office location.
  • Hourly permissions Records and tracks short absences separately.
  • People kiosk Kiosk is a facial-recognition app for onsite attendance. The app can be used at your office front desk for check-in and check-out. This is an alternative to fingerprint and RFID scanners.
  • Present by default Mark selected users as present automatically.
  • Biometric integrations Instantly mark attendance through your biometric device.
  • FTP plugin Ensure secure, automated attendance data transfer without requiring additional software.
  • Location tracking Record employees' work location between their check-in and check-out using GPS data captured through mobile.
  • IP restrictions Employees can only log attendance within a defined region.
  • Geo restrictions through zMaps Employees can only log attendance within a defined region.
  • Geo restrictions through Google Maps
  • Roster management
  • Shift creation
  • Shift scheduling Schedule employees to the right work shifts.
  • Shift change request
  • Shift rotation Rotate shifts automatically at defined intervals.
  • Shift patterns Create and assign custom shift schedules to employees, roles, locations, and more.
  • Shift reminders
  • Timesheet
  • Projects, job, and client management Track and manage logged task time for clients.
  • Time logs Track total time spent on jobs.
  • Timesheets Collection of time logs to be sent for approval.
  • Job schedule To assign jobs to employees.
  • Overtime management Supports reports for payroll processing.
  • Timesheet scheduler Automatically submit timesheets for approval.
  • Billing and invoice generation
  • Integrations with in-product Performance and Attendance services, Zoho Projects, Zoho Invoice, Zoho Expense, Zoho CRM, Zoho Books, QuickBooks
  • Storage
  • Default storage - 10GB
  • Data backup - 5/month
  • Reports and analytics
  • Standard reports (module based)
  • Custom reports Construct your own reports to analyze data and derive insights.
  • Zoho Analytics integration (Advanced analytics) Requires the Zoho Analytics app to be added in your Zoho One organization.
  • Performance management
  • Performance evaluation methods Goals, KRAs, skill sets, competencies, summary.
  • 360-degree feedback Gather input on an employee from multiple skateholders.
  • Performance appraisals
  • Self-appraisals
  • Multi-rater feedback
  • Continuous reviews
  • Nine-box matrix
  • Compensation management
  • Customizable salary and benefit components
  • Tailor-made salary packages
  • Salary revisions and approvals
  • Revision letters Document to notify the employees of the salary revision.
  • Historical reports
  • Learning management system
  • Course management Create courses, manage batches and notifications.
  • Blended learning Combines in-class, instructor-led training with e-learning content.
  • Trainer access
  • Course feedback Employees can evaluate the course and trainer.
  • Assessments
  • Discussion forums
  • Employee engagement
  • eNPS survey Assess employee engagement and satisfaction using a 0-10 rating scale.
  • Engagement survey Collect feedback on employee satisfaction, loyalty, and engagement.
  • HR help desk
  • Case agents Individual, group, or department.
  • Case categories
  • SLA tracking Defines case timelines and provides actions for escalation when the timelines are not met.
  • Zia Smart HR bot assistant
  • Sandbox Virtual environment to safely test and experiment new features and integrations before going live.
  • HR process Manage any change requests, including departmental shifts, location transfers, or role adjustments.
  • Custom service
  • New forms - 100
  • Custom domain URL
  • Automation
  • Approvals - Multi-level
  • Workflows: checklists, tasks, email alerts
  • Webhooks Send instant notifications when a user performs an action in Zoho People.
  • Email and letter templates
  • Custom functions Write codes to perform automated actions.
  • Blueprint Flowchart of your HR processes.
  • Mail merge Send a batch of documents to multiple recipients.    -  1,000 free merges/month
  • Developer space
  • API - Max: 25,000 calls/day
  • Connections
  • Custom widgets
  • Others
  • Mobile apps for iOS & Android
  • FTP integration Enables secure, automated data transfer to a server without requiring a standalone process.

Recruit

  • Modules
  • Candidates
  • Clients
  • Contacts
  • Interviews
  • Notes
  • 10 Active Jobs/recruiter
  • Job Requisition Management
  • Career Site
  • Free Job Postings
  • Premium Job Boards
  • Social Posting
  • Employee Referral
  • Source Boosters - 250/day
  • Candidate Management
  • Parse Resumes - 250/day
  • Outlook Parsing - 100/day
  • Assessments
  • Submit to Hiring Manager
  • Interview Feedback Form
  • Employee Conversion
  • (No limits) Resume Extractor - 250/day
  • Resume Inbox
  • Web Forms
  • Forms for Candidates/Contacts - 5
  • Auto Response Rules
  • Search
  • Simple search
  • Boolean Keyword Search
  • Search inside Candidate attachments
  • Communication
  • Mass email - 250/day/org
  • Email templates - 100
  • Custom 'From' address - 5
  • Unsubscribe Link
  • Document Library
  • Folder Sharing
  • Attach Documents
  • File Versioning
  • Reviews
  • Analytics
  • Standard Reports
  • Standard Dashboards
  • Customization
  • Customize logo
  • Custom Fields - 50/module
  • Unique Fields
  • Custom View
  • Mass Update
  • Offer Letter Templates - 50/org
  • Automation
  • Workflow Rules (per module) - 5 custom rules
  • Workflow Alerts - 100/user, max 3000
  • Workflow Tasks
  • Careers Site
  • Career Website Pages - 3
  • Security Administration
  • Profiles - Default 4 Profiles
  • Reporting Hierarchy
  • Integrations
  • Marketplace - Up to 3 extensions
  • Zoho Mail
  • Zoho People
  • Zoho Docs
  • Zoho CRM
  • Zoho Campaigns
  • Zoho Workerly
  • Microsoft Outlook
  • Zapier
  • G-Suite
  • File Storage
  • Free Storage per Organization - 1 GB
  • Free Additional Storage - 256 MB
  • Data administration
  • Record Limit (Records in all modules) - 100000
  • Record Limit (Records per module) - 50000
  • Import Data (Records per batch) - 10000
  • Export Module Data
  • Monthly Data Backup - 1
  • Maximum API Calls per Day - 5000
  • Minimum API Calls per Day - 3000
  • API per User Count - 250
 
Sales - Bigin >>
No. of Employees 
  • Zoho One
    • Zoho Directory
    • Application/Device Management
  • Sales
    • Bigin
    • Sites
  • Marketing
    • Campaigns
  • Productivity
    • Cliq
    • WorkDrive
    • Meeting
    • Notebook

Zoho Directory feature limits

FeaturesDescriptionLimits
Document automation1000 default free credits/ organisation/ month + 50 free credits / employee license/ month credits
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Application/Device Management feature limits

FeaturesDescriptionLimits
Device authentication1 device/employee license devices
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Bigin feature limits

FeaturesDescriptionLimits
File storage1GB / org + 512MB / employee license GB
Individual email300 / employee license / day emails
Automation emails (Max limit per day)100 emails / employee license, 5000 emails / day (whichever is lower) emails
APIs (Max allowed credits)50,000 credits + (No. of employee licenses * 250) credits
See all features

Sites feature limits

FeaturesDescriptionLimits
Number of sitesUp to 50 employees - 1 site/10 employee licensesOver 50 employees - 5 sites sites
Member portalUp to 10 employees - 2 portal members per siteOver 10 employees - 100 portal members per site member portals
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Campaigns feature limits

FeaturesDescriptionLimits
ContactsPaid - 5,000/employee license contacts
Post campaigns1 account/social network/employee license accounts
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Mail feature limits

FeaturesDescriptionLimits
Storage50GB storage/employee license GB
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Cliq feature limits

FeaturesDescriptionLimits
Storage100GB file storage/employee license GB
External channels5 external channels/employee license channels
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Workdrive feature limits

FeaturesDescriptionLimits
StorageUpto 10 employees - 5TB/orgOver 10 employees - 500GB/employee license additional shared storage TB
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Meeting feature limits

FeaturesDescriptionLimits
Host1 host/employee license hosts
Meeting Participants100 meeting participants/session100 meeting participants
Storage25 recordings/host recordings
Webinar attendees100 webinar attendees/session100 webinar attendees
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Notebook feature limits

FeaturesDescriptionLimits
Cloud storage
  • Default - 1TB per organization
  • Additional - 100GB for each employee license that is added beyond the first 10 employees
 TB
AI transcription100 mins/employee license/month minutes/month
See all features