ZOHO ONE - PLAN DETAILS

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

  • Zoho One
  • Sales
  • Marketing
  • Support
  • Productivity
  • Finance
  • HR
  • Legal
  • Business Process
Limit Calculator
Zoho Directory
  • Zoho Directory
  • Application/Device management
Sales
  • CRM
  • Bigin
  • Sites
  • Bookings
Marketing
  • SalesIQ
  • Campaigns
  • Social
  • Survey
  • Forms
  • PageSense
  • Backstage
  • Marketing Automation
  • Commerce
  • Thrive
Support
  • Desk
  • Assist
  • Lens
Productivity & Collaboration
  • Mail
  • Cliq
  • Projects
  • Sprints
  • Connect
  • Learn
  • TeamInbox
  • WorkDrive
  • Sign
  • Vault
  • Meeting
  • Notebook
Finance
  • Books
  • Invoice
  • Billing
  • Expense
  • Inventory
  • Checkout
  • Payroll
  • Payroll
HR
  • People
  • Recruit
Legal
  • Contracts
Business Process
  • Creator
  • Analytics
  • DataPrep
  • Flow

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
  • 1000 default free credits/ organisation/ month + 50 free credits / employee license/ month (max cap is 2000)Learn more
  • Mail mergeGenerate and share personalized documents using data from your business apps or data source. Learn more
  • Fillable documentsCreate and share customized, prefilled forms to streamline data collection, along with custom post-submit actions. Learn more
  • Sign documentsCreate and share business documents like NDAs and contracts for digital signature collection via dynamic signature collection workflows. Learn more
  • Label templatesDesign, generate, and print customized labels in bulk in standard label sizes with data from various apps and sources. Learn more
  • 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
  • Zoho Publish
  • Business Directory listings
  • Review Management
  • Business Directory Analytics
  • Reputation Management

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)

CRM

  • Sales force automation
  • Leads
  • Accounts
  • Contacts
  • Deals
  • Sales forcasting
  • Forecasts based on territories
  • Macros
  • Feeds
  • SalesSignals
  • Document library
  • ActivitiesTasks, meetings, calls
  • Reminders
  • Recurring activities
  • Calendar booking
  • Multiple currencies - 25
  • SocialIntegration with Facebook, X (Twitter)
  • Social tabFacebook & X (Twitter) accounts of the company
  • Scoring rules - 30 criteria/module
  • Multiple scoring rules - 5 rules/layout (30 criteria/rule)
  • Motivator for Zoho CRM
  • CRM analytics
  • Standard reports
  • Custom reports - Unlimited
  • Schedule reports - Maximum 100 schedules
  • Standard dashboards
  • Custom dashboards - Unlimited
  • Charts and KPIs
  • Anomaly detector - 10 trends, additional 1 trend/employee license (max 50)
  • Zia Notification subscription for Anomaly Detector components - 10 components
  • Funnel, target meter, comparator, zones
  • Cohort analysis - 10
  • Quadrant analysis
  • Stage component
  • Marketing automation
  • Campaigns
  • Mass emailsThis limit applies only to the org's sales activities. Kindly check Zoho Campaigns for campaigning purpose. Mass emails do not include workflow email notifications.    -  1,000/day/org
  • Custom email templates - Unlimited
  • Email opt-out
  • Autoresponders - 3
  • Schedule mass email - 10/module
  • Zia
  • Prediction Builder - 2/org
  • Zia scoring
  • Recommendation builder - 1/org
  • Email intentAccessible exclusively in English and German only.
  • Email sentimentAccessible exclusively in English and German only.
  • Email emotionAccessible exclusively in English and German only.
  • Email activity extractionAccessible exclusively in English.
  • Enrichment from emailsAccessible exclusively in English.
  • CNS (consecutive negative sentiment)Accessible exclusively in English and German only.
  • Email summaryAccessible exclusively in English.
  • Email - sentence auto completeAccessible exclusively in English.
  • Call transcriptionAccessible exclusively in English.
  • Call sentimentAccessible exclusively in English.
  • Call intentAccessible exclusively in English.
  • Call emotionAccessible exclusively in English.
  • Call summaryAccessible exclusively in English.
  • Data enrichment - 500 records/employee license, Max of 50,000 recordsAccessible exclusively in English.
  • Next best experience
  • Zia for forecast
  • Voice of the customerAccessible exclusively in English.
  • Zia vision (Image matching) - 1/org
  • Churn prediction - 2/org
  • Competitor alertAccessible exclusively in English.
  • Strategy influencer - 6/orgAccessible exclusively in English.
  • Best time to contact
  • Record owner suggestion
  • Similarity recommender - 1/org
  • Zia notifications
  • Workflow rule suggestion
  • Workflow email duplicate alert
  • Anomalies in workflow rule
  • Ask ZiaAccessible exclusively in English.
  • Macro suggestion
  • Zia reminder
  • Prediction analytics
  • Recommendation analytics
  • Best time to contact analytics
  • Smart prompt
  • 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    -  50
    • Number of "selected" items you can create a rule for - 10
    • Number of "additional conditions" per "selected" entry in a rule - 25
    • Number of module-based conditions under Primary Rule Criteria - 25
    • Total number of actions per ruleAcross all applicable rule actions    -  30
  • Price rules
    • Total number of price rulesAcross the org account    -  50
    • Number of module-based conditions under Primary Rule Criteria - 25
    • Number of records that can be selected per rule in the "Direct Type" price rule - 25
    • Number of records that can be selected per rule in the "Volume Type" price rule - 5
    • Number of range rows that can be added per item in the "Volume Type" price rule - 10
  • Guided selling
    • Number of guided selling flowsAcross the CRM org account    -  50
    • Number of questions that can be added in a guided selling flow - 10
    • Number of input options applicable across all question pages - 18
  • Customer support
  • Cases
  • Solutions
  • Web-to-case forms - 20/module
  • Notify owner
  • Case escalation rules
  • Data administration
  • Admin tools for configuration management
  • File storage (for Org.) - 1GB plus 1GB/employee license
  • Additional file storage (for Org.) -  /month for 5GB
  • Data storage All modules
    • 1-200 users - 10GB (approximately 5 million records) + 50MB/employee
    • Above 200 users - 15GB (approximately 7.5 million records) + 50MB/employee
  • Additional data storage
    • 1-200 users -  /100MB/month
    • Above 200 users -  /100MB/month
  • Default data storage per employee license (200 and above 200 users) - 50 MB
  • Import data - 30,000/batch
  • Data import - Clone Option
  • Data import - Skip and Overwrite option - 30,000 records/batch for CSV, and 5000 records/batch for XLSX, XLS formats.
  • Merge duplicates
    • Find & merge option
    • De-duplicate option
  • Import history of past 60 days
  • Export module data - 200,000 records/module, upto 500 exports per day
  • Free data backups - 2/month
  • Data backup/request -  
  • CRM variables - 11 groups + 25 entry/group
  • Product customization
  • Customization features
    • Home page components - 20
    • Organize tabs
    • Rename tabs
    • Group tabs - 25 groups
    • Custom modules - 25 modules + (additional 2 modules/employee license) [Max limit: 100 custom modules]
    • Layout editor
    • Page layouts - 3/module (Note: Not applicable for Activities module)
    • Layout rules - 10/layout
    • Record locking configuration - 5 rules/module
    • Validation rules - 10/layout (Using Functions: 3/layout)
    • Subforms - 2/module
    • Subform fields - 25/subform in a layout
    • Email address duplication check
    • Custom fieldsIncludes all types of fields    -  300 fields/module (Note: Activities module has only 230 fields)
    • Picklist history tracking
    • Color coding picklists - 10 picklist fields/module
    • Unique fields - 2/module
    • Global setsLearn more about global sets    -  30 global sets/org, 15 global sets/module, 30 picklist associations/global set
    • Standard list views
    • Custom list views - Unlimited
    • Records in list views - 100
    • Smart filter - 10
    • Kanban view - 5
    • Chart view - 5
    • Modify criteria pattern
    • Last activity time in criteria
    • Custom related lists - 5/module
    • Customize search layout
    • Customize related lists columns
    • Custom buttons - 50/module
    • Personal fields Marking fields as personal     - 30/module
    • Web tabs - 25
    • Copy customization
    • Wizards - 10 (2 per module)
    • Multiple sales pipelineOnly for Deals module     - 20
    • Customize user layout - 50 custom fields
    • Domain mapping
    • External fields - 10
    • Lookup filter
    • Fields of lookup - 5 fields/lookup field
    • Kiosk Studio - 25 kiosks
  • Canvas
    • List view - 25 views/module
    • Detail view - 5 views/module
    • Form view - 5 views/org
    • Canvas rules - 75 rules/module
    • Reusable componentsAvailable in Detail view only    -  25 components/org
    • Import/Export canvas viewsApplicable for both list views and detail view    -  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 - 200 (includes up to 5 rich text fields)
    • Number fieldsDigits without decimal    -  40
    • Decimal, percentage, currency fields - 60
    • Date fields - 50
    • Date time fields - 50
    • Boolean (Checkbox) - 80
    • Long integer fields - 35
    • Lookup fields - 5
    • Multi-select lookup fields - 2
    • User fields - 5
    • Record image field
    • File upload field - 10 fields/module
    • Auto-number fieldsIncluded in the total no. of text fields    -  1
    • Formula fieldsIncluded in the total no. of individual field types: Decimal, Currency, String, Date, DateTime, Boolean    -  20
    • Multi-user field - 1
    • Image upload field - 10 fields/module
    • Rollup summary - 10
  • Special fields
    • Contact role
    • Terms & conditions
    • Tax rates
  • Security management
  • Profiles - 25
  • Roles - 250
  • Reporting hierarchy
  • Territory management - 150
  • Groups - 50
  • Field-level security
  • Custom links - 10/module
  • Default data sharing settings
  • Public read only (in default data sharing settings)
  • Data sharing rules - 25/module (of which up to 10 rules can be criteria-based)
  • Audit logs
  • Allowed IPs
  • Record sharing
  • Data encryption - 10 fields/module
  • GDPR compliance settings
  • HIPAA compliance settings
  • Process management
  • Blueprints - 50 (Includes the default blueprints)
  • Clone blueprint
  • Common transition - 10/blueprint
  • Transition - 100/blueprint
  • Field count during transition (This includes fields, associated Items, messages, widgets, and checklists) - 10
  • Approval process
  • Review process - 5/module
  • Journery builder - 5 journeys/org (includes both active and inactive journeys)
  • Path Finder - 50,000 record captures/day, and 1,00,000 transitions/day across all processes
  • Automation
  • Workflow Rules/org - 2500 (maximum 2000 active)
  • Workflow rules
    • 125 rules/module (maximum 75 active)
    • 10 conditions/rule
  • Scheduled actions - 5/condition
  • Workflow Usage
  • Tasks - 5/action
  • Reminder for workflow tasks
  • Email notifications Sending workflow emails to CRM users and customers.
    • 5 email notifications/action
    • 500 emails/ employee license or 25,000 emails/day (whichever is lower)
  • Record Owner, Record Creator, Record Owner's ManagerOptions in Alert
  • Using Email field from the Module & Related Modules
  • DeleteExecute On Record Action
  • Field Updates - 5/actionExecute On Record Action
  • Create RecordExecute On Record Action
  • Assign Record OwnerExecute 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, 500,000 calls/day, or 500 calls/employee license/day. Limit applicable for the org. (whichever is lower)
  • Actions by Zoho Flow
  • Assignment rules - 50 rules/module & 100 rule entries
  • Assignment threshold - 30 thresholds per module & 500 users per threshold
  • Functions Workflow action    - 1 instant action and 5 time-based actions per rule
  • Custom schedules - 10/org
  • Marketing attribution
  • Segmentation - 1 (active or inactive)
    5 (unpublished or draft)
  • Workflow usage report
  • Cadences - 150 cadences, upto 10/module, maximum 20 email, 20 task, and 10 call follow-ups
  • Web forms
  • Forms for leads/contacts - 20 forms/module
  • Approve records
  • Auto Response rules
  • Unsubscribe links - 10
  • Notify record owner
  • Webform analytics - 100,000 visits/month and 3 months of data for Analytics
  • Webform A/B testing - 2 webforms/module
  • Email
  • Email integration (IMAP/POP3/Gmail API)
  • Email insights
  • Organization emails - 500
  • BCC dropbox - 10 approved email addresses
  • Attachments in email - 10MB
  • Email sharing
  • Email scheduling
  • Email authentication - 20 domains
  • Email parser - Up to 20 parsers, with a maximum of 10 active at a time
  • Email association with deals
  • Email relay - 20 domains
  • Zoho CRM for Office 365
  • Zoho CRM for Gmail add-on
  • SalesInbox
  • IntegrationsIntegrations 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) - 20 extensions
  • Zoho Creator
  • Integration with Online Meeting providersIntegrations available with Hosted and On Premise Meeting providers.
  • Visitor tracking Zoho SalesIQ
  • Zoho SurveySurvey campaigns can only be created in Enterprise edition and above.
  • Survey Creation in Campaigns Module
  • Zoho Writer Add-on
  • Zoho Desk
  • Zoho Projects
  • Zoho Finance SuiteIncludes Zoho Books, Zoho Invoice, Zoho Expense, Zoho Inventory and Zoho Billing.
  • Zoho PhoneBridgeIntegrations available with Hosted and On Premise PBX
  • Zoho Analytics
  • Zoho Campaigns
  • Zoho Forms
  • Zoho Webinar
  • Zoho Backstage
  • Zoho Meetings
  • Mail merge template (Plug-in for Microsoft Office)Default merge limit is 1000 merges/month/org. Additional merges can be published.
    - 1000 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 - 20/module
  • Developer hub
  • APIs (in a 24 hour window) API limits vary based upon employee license purchased.
    • Allowed credits per org - 50,000 + (No of employee licenses x 1000) + add-on credits
    • Maximum credits per org - 5,000,000 More details on limits
  • Functions (in a 24 hour window) Functions limits vary based upon employee license purchased.
    • Allowed credits per org - 20,000 + (Number of employee licenses x 500) + add-on credits
    • Maximum credits per org - 400,000 More details on limits
  • Client Script
  • Widgets
  • Connections
  • GraphQL New
  • ZDK CLI (Beta)Currently available exclusively in the Sandbox environment.New
  • Circuits - 15,000 credits/org New
  • General
  • Personal settings
  • Company logo and theme
  • Fiscal year
  • Business hours
  • PortalsDefault/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)
  • Sandbox - 3 configuration, 2 configuration and data type sandboxes
  • Business card view
  • Calendar
  • Calendar synchronization (CalDAV access)
  • Advanced filters
  • Tags for records
    • 10/record
    • 100/module
  • Sticky notes
  • Translations

* CRM Ultimate edition is available as an add-on. Learn more

Bigin

  • Data
  • Records - 1 million/org
  • Products
  • Users and control
  • Profiles - 20/org
  • Roles - 20/org
  • Data administration
  • Import data - 20,000 records/batch
  • Import history - Past 60 days
  • Free data backup - 2/month
  • One time data backup -  /request
  • File storage/org - 1 GB
  • File storage/employee license - 512 MB
  • File storage -  /5 GB/month
  • Audit log
  • Find and merge duplicates
  • Duplicates cleanup
  • Export limits200,000 records per export.    -  100 Exports per day
  • Pipelines
  • Team pipelinesCreate dedicated pipelines for different customer-centric operations with pipeline-specific fields, record types, stages, and profile permissions.    -  15 (includes 4 default team pipelines)
  • Sub-pipelinesSub-pipelines are just the traditional pipelines that contains a series of stages. You can have multiple sub-pipelines inside a Team Pipeline.    -  75 + (15 default sub-pipelines)
  • Custom fields - 50/team pipeline (Maximum limit for pipelines module is 375 custom fields)
  • Stages - 25/sub-pipeline
  • Tags - 50/team pipeline (Maximum limit for pipelines module is 450 tags)
  • Custom list views - 150/team pipeline
  • Pipeline view (Kanban view)
  • Customization
  • Unique fields - 2/module
  • Custom fields - 50/module
  • Lookup fields - 5/module
  • User fields - 3/module
  • Formula fields - 10/module
  • Custom list views - 150/module
  • Max records in list view - 100
  • Customize related lists tabs
  • Tags
    • Tags/record - 10
    • Tags/module - 50
  • Calendar view
  • Sheet view
  • Target meter
  • Custom domains in Form sharing links
  • Automation
  • Automations (workflows + stage automation) - 100 rules/org
  • Date/time based triggers
  • Instant actions
  • Scheduled actions (workflows)
  • Task actions - 5 tasks/action
  • Email actions - 5 alerts/action
  • Field updates - 5/action
  • Connected recordsAutomatically move records from one Team Pipeline to another Team Pipeline with Connected Records action in Workflows.    -  1/action
  • Send email notification for email fields in the module
  • Send email notification for record owners/creators/owner's manager
  • Forms - 10
  • Approve records
  • Notify record owner
  • Create record
  • Advanced features
  • Stage transition rulesCreate rules that mandate users to fill specific fields when they try to move a record to a specific stage.
  • Multi currency - 20 + (1 base currency)
  • Create new organization
  • Integrations and toppings
  • Zoho apps
    • Desk
    • Books/Invoice
    • Meeting
    • Campaigns
    • Forms
    • Flow
    • Analytics
    • CRM
    • Sites
    • Projects
    • Landing Page
    • Directory
    • FSM Integration
    • Thrive
  • Others
    • Bigin add-on for Gmail
    • Microsoft 365
    • Google contacts & calendar
    • Zapier
    • Zoom Meeting
    • Mailchimp
    • Constant contact
    • Payment links
    • Email-inThe first email alias is available for free, and you can automatically convert emails received by email aliases into new records in your pipeline.    -  5 aliases
    • File cabinetExchange files with your contacts easily and securely with a unique Workdrive link.    -  Free till 5 GB
    • Microsoft Teams
    • WhatsApp integration
    • Merge templates using Zoho Writer
    • Tiktok lead adSync TikTok Lead Ads with Bigin using LeadChain to enable two-way data flow for improved targeting.
    • Facebook lead adsIntegrate Facebook Lead Ads with Bigin via LeadChain to enable two-way data flow for improved targeting.
    • LinkedIn lead adsConnect LinkedIn Lead Ads to Bigin using LeadChain to enable two-way data flow for improved targeting.
  • Communication channels
  • In-built telephony
  • PhoneBridge marketplace
  • X (Twitter)
  • Email
  • WhatsApp
  • SignalsGet real-time notifications whenever contacts open your email, mention on Twitter and so on.
  • Email
  • IMAP
  • Email templates - 100 (including default template)
  • Attachments in templates - 3 MB/template
  • Zoho Mail add-on
  • Mass emails
    • 1000/day/org
    • 20/day/org in trial
  • Attachments in mass emails - 3 MB/email
  • Individual email
    • 300/employee/day
    • 50/employee/day (200/day/org) in trial
  • Attachments in individual email - 10 MB/email
  • Automation emails (max limit per day) - 500 emails/employee license (or) 10,000 emails/day (whichever is lower)
  • Email insights
  • Analytics
  • Standard dashboards
  • Custom dashboards - 50
  • Developer tools
  • APIs (Max allowed credits)API limits vary based upon employee license purchased.    -  One to 50,000 credits + (No. of employee licenses × 250)
    More details on limits

Sites

  • Number of sites
    • Up to 50 employees - 1 site/10 employee licenses
    • Over 50 employees - 5 sites
  • 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

Bookings

  • Fundamentals
  • Customers - Unlimited
  • Services - Unlimited
  • WorkspacesVirtual space, dedicated to a service or a group of services. Learn more    - 3 per organization and 1 for every additional 10 employees
  • Resource calendars - 10/organization & 2/employee license
  • Calendar connections per staff member - 6
  • Bookings
  • One-on-one service bookingAllow invitees to book one-on-one appointments with you
  • Group bookings (like classes or workshops)We offer two types of group events: Series and Drop-in. Learn more
  • Recurring group bookings
  • Book resources like rooms and equipment
  • Collective bookings (multiple hosts)Meet customers as a team.
  • Online meetings using Microsoft Teams, Zoom, Zoho Meeting, and Google Meet
  • Over 2,000 app integrations with ZapierUse Zapier to connect with your favorite apps.
  • Invite multiple guestsYour customers can invite a maximum of 10 guests per appointment.
  • Manual bookingsManually schedule appointments on behalf of your customers.
  • Easy canceling and rescheduling
  • Two-way calendar sync using Zoho calendar, Google, and O365/Outlook.com
  • Notifications and reminders
  • Automatic confirmation, reminder, and cancelation emails
  • Automatic notification when rescheduled by admin
  • Customizable email notification templates
  • Send notifications from staff, admin, workspace, or business email addressesChoose your preferred email address for email communications
  • SMS gateway integration
  • Personalization
  • Customer portalA portal for customers to track their appointments
  • Attach the booking page to your domain
  • Mobile app for admin and staff
  • Automation time zone conversion for customers
  • Collect notes on bookings
  • Change in-app textTweak labels inside Zoho Bookings to suit your industry
  • Add custom fields to booking form
  • Sales, marketing, and support
  • Zoho CRM syncSync your appointments to Zoho CRM. Learn more
  • Zoho CRM calendar
  • Zoho Assist integration
  • Collect appointments via live chat with Zoho SalesIQ subscriptionUse SalesIQ's chat bubbles to collect appointments. Learn more
  • Bookings plug-in for Zoho DeskGet booking page links directly from Zoho Desk. Learn more
  • Online payments through PayPal, Stripe, Razorpay, Authorize.net and ForteCollect payments online by integrating with payment providers
  • Add new customers as subscribers in Mailchimp using Zoho Flow
  • Reports
  • Revenue reportsSuper admin, admins, and managers can generate these reports
  • Appointment reportsSuper admin, admins, and managers can generate these reports
  • Extended functionalities
  • Build custom functions with script builderEnhance Zoho Bookings with custom Deluge code. Learn more
  • Extend Zoho Bookings with APIs
  • Browser extension
  • Administrators
  • View client history
  • Remove client data (for privacy protection)
  • HIPAA complianceMask data from booking form for enhanced privacy. Learn more
  • Set different service duration and buffer times
  • Set prices for different services and staff members
  • Team management
  • Grant team accessEvery team member has their own login credentials and dashboard.
  • Pooled availability for teamsCustomers can view all staff availability at once.
  • Booking reassignmentReassign appointments from one staff member to another.
  • Booking page and website
  • Redirect URL for booking pageAfter customers schedule an appointment, you can redirect them to a webpage of your choice.
  • Mobile-responsive booking page
  • Brand color palette for booking pageUse your brand colors on the booking page using the color palette.
  • Auto-translate booking page languageBooking page language will automatically translate based on user location.
  • Disable booking pageMark a service as temporarily unavailable.
  • Embed the booking page into your website
  • Customize booking page with logo, themes, and layouts
  • Customize booking links for staff, services, and workspaces

SalesIQ

  • Features
  • 1 brand
  • Branding
  • Company logo
  • Company favicon
  • For operators
  • Roles and permissions
  • Unlimited chat volume per month
  • 25 departments + (number of brand purchased x 3)
  • 100 proactive chat trigger rules
  • 100 chat routing rules
  • 25 visitor routing rules
  • Block IP
  • 10 profanity Management libraries
  • Chat translation
  • Chat transfer
  • Group chat with customers
  • Unlimited chat history
  • Concurrent chat limit
  • Brand-specific business hours
  • Department based email configuration
  • Unlimited email templates
  • Company profile enrichment using Zia
  • Operator chat monitoring
  • Website visitor tracking
  • Live tracking dashboard
  • 200k visitors tracked per month
  • 100 lead scoring rules
  • 100 company scoring rules
  • Chatbots
  • 10 custom chatbots
  • Answer BotZia
  • People
  • Visitors
  • Contacts
  • Company
  • Export People data
  • For your customers
  • Offline messaging
  • Visitor-side chat history
  • Reopen a chat
  • Credit card masking
  • Resources
  • Unlimited articles
  • Unlimited FAQs
  • 5000 UAQs
  • Canned replies
  • 10 small talks
  • Business terms
  • Media
  • File sharing
  • Click to call
  • Screensharing
  • Channels
  • Website
  • Mobile app
  • Email Signature
  • Telegram
  • Custom tools
  • 50 widgets
  • 5 brand-specific widgets
  • 100 form controller
  • 3 admin webhooks
  • 10 data webhooks
  • Reports
  • Daily reports
  • Weekly stats
  • Monthly stats
  • Plugins
  • Wordpress
  • OpenCart
  • Joomla
  • Drupal 7
  • Drupal 8
  • OSCommerce
  • Cs-cart
  • Magento
  • WooCommerce
  • PrestaShop
  • Sharepoint
  • Facebook
  • Integrations
  • Zoho Integration
    • Zoho Desk
    • Zoho CRM
    • Zoho Assist
    • Zoho Campaigns
  • Other integrations
    • MailChimp
    • Zendesk
    • Salesforce CRM
    • ClearBit
    • Leadberry
    • Cloud telephony and PBX
  • Desktop apps
  • Operator mobile app
  • Access Apple TV on 100 devices

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

Social

  • BrandA brand is one set of all social channels covered by a plan    -  1
  • zShare browser extension
  • Social channels
    • Facebook page
    • X (Twitter) profile
    • Instagram business profile
    • LinkedIn profile
    • LinkedIn company page
    • YouTube channel
    • Google My Business listing
    • Pinterest profile
    • Mastodon profile
    • Threads profile New
  • General
  • Home dashboard
  • Recent Posts
  • Notifications
  • Livestream
  • Create custom rolesCreate and assign custom roles and permissions for team members in a brand.
  • Publishing & scheduling
  • Multi-channel publishingPublish posts on all the social media channels across brands in one go
  • Custom scheduling
  • Drafts
  • Published posts
  • Scheduled posts
  • Unpublished posts
  • Publishing calendarWeekly & monthly content calendar with actionable publishing tools
  • Alt text
  • Image editor
  • Bulk schedulerAdvance-scheduling volumes of posts for social channels with CSV/XLS files
  • Repeat postingPublishing automation to recycle your posts weekly/monthly.
  • CustomQPublishing queue slots that can be created to set up a posting timetable.
  • SmartQGenerates best posting times for your channels based on engagement stats
  • Pause/Resume postEmergency button to freeze all your scheduled content (Can be retrieved and republished.)
  • Audience targeting
  • RSS feedsRSS tab for discovering content from the web to publish/schedule    -  20
  • Custom video thumbnail
  • Schedule retweets
  • Canva integration
  • UTM parameters
  • Facebook reels
  • Facebook stories
  • Instagram first comment
  • Instagram carousel post
  • Instagram stories
  • Instagram reels
  • Tag profiles on Instagram
  • Instagram - Invite collaborators New
  • Instagram grid preview
  • Popular posts
  • Trending hashtags
  • Post insights
  • Export postsChoose to export individual posts as a PDF or PNG. You can also apply filters and export posts in bulk as a CSV.
  • Discuss posts
  • Media library Allows you to attach images and gifs from Pixabay, Pexels, and Giphy
  • Social libraryInbuilt media storage for image/video posts you want to schedule/publish
  • Cloud PickerAttach media to publishing window from Zoho WorkDrive, Google Drive, Box, OneDrive, Dropbox, and Evernote
  • Youtube shorts
  • Google My Business events
  • Google My Business offers New
  • Hashtag groups
  • Connections
  • Connections dashboardLists your brand's followers/followed and engagers across X (Twitter) and Facebook.
  • Most engaged
  • Recently engaged
  • X (Twitter) following/followers
  • Inbox
  • Manage interactions
  • Filters
  • Custom views
  • Assignment rules
  • Track activities
  • View history of interactions
  • Zia - Generative AI
  • Compose with ZiaGenerate compelling content in seconds with Zia-powered by ChatGPT
  • Reply with ZiaGet the help of Generative AI to draft or rephrase your replies in inbox
  • URL shortener
  • zurl link shortenerFree link shortener within the Zoho Social publishing window
  • Bit.ly shortener
  • Team collaboration
  • Collaborate dashboard Internal discussion & work space for your team (and clients in Agency plans).
  • Workflow & approvals Content approval system for publishing social media posts
  • Tagging discussions
  • Audio/video call team member
  • Team member chat
  • Messages
  • X (Twitter) messages
  • Facebook messages
  • Instagram messages
  • LinkedIn company page messages
  • Monitoring
  • Monitoring dashboardIndividual streams that you can create and manage for social listening    -  15 columns
  • Facebook page
  • Facebook reviews
  • Facebook page @mentions
  • X timeline
  • X likes
  • X @mentions
  • X keyword search
  • X user search
  • X lists
  • Instagram hashtag search
  • Google My Business questions
  • Google My Business reviews
  • Lead/Contact interactions monitoring
  • LinkedIn @mentions
  • YouTube likes
  • YouTube dislikes
  • YouTube playlists
  • YouTube moderate comments
  • Profile Information
  • CRM leads
  • CRM contacts
  • Mute/Block accounts
  • Connection interactions
  • Reports
  • Reports dashboard - Advanced reports with data from last yearIn-depth stats and analytics for your social media channels.
  • Published post stats
  • Custom reports
  • Schedule reports
  • Export reports
  • Discuss reports
  • Zoho CRM Integration
  • Add leads to Zoho CRM
  • Chat with CRM owner
  • CRM reports
  • View CRM connections
  • View CRM status & information
  • Monitor leads & contacts
  • Rule-based lead generation
  • Zoho Desk Integrations
  • Create tickets from social updates
  • Chat with Desk owner
  • Desk reports
  • Desk info for connections
  • Rule-based ticket generation
  • View ticket IDs

Survey

  • Enterprise features
  • Department creation
  • Basics
  • Unlimited surveys
  • Unlimited number of questions
  • Responses
    • Up to 3 users (monthly plan): 7,000/month
    • From 4th user (monthly plan): 1,000/employee license/month
    • Yearly plan: Unlimited
    • Trial: 100/survey
  • In-mail surveys
  • iOS & Android
  • Survey creation
  • Survey builder in 26 languages
  • 250+ templates
  • Question types
  • Pagination
  • Label, title, and number
  • Embed video
  • Embed call link
  • Mandatory questions
  • Answer validation
  • Randomize answer choices
  • Export as PDF
  • Print survey
  • Advanced survey creation
  • Question logic
  • Page logic
  • End page logic
  • Auto fill
  • Piping logic
  • Scoring
  • Custom variable
  • Respondent variable
  • Translate survey to 83 languages
  • Translate reports
  • Send email notifications
  • Trigger functions
  • Track survey
  • Survey branding
  • Complete survey design customization
  • Custom favicon
  • White label survey
  • Custom end page
  • Add logo
  • Remove Zoho footer
  • Collaboration
  • Share survey
  • Invite reviewers
  • Share report
  • Share survey preview
  • Response collection
  • Embed survey in website
  • Purchase responses
  • Pop-up surveys
  • Disqualify respondents
  • Anonymous responses
  • Remove IP address
  • Email distribution - 100,000/ month
  • HTTPS encryption
  • Share on social
  • QR code for surveys
  • Collect responses offline
  • Kiosk + auto upload mode in offline surveys
  • Unlimited offline devices
  • Spam protection
  • Password protection
  • Set survey end date
  • Limit number of responses
  • Unlimited collectors
  • Survey reports and analytics
  • Real-time responses
  • Custom report
  • Custom trend report
  • Cross-tab reports
  • Custom filters
  • Turf analysis
  • Sentiment analysis
  • Word cloud analysis
  • Print reports
  • Export in XLS and CSV
  • Export in SPSS
  • Download chart
  • View repondent's IP
  • Download report as PDF
  • Integrations
  • Zoho integrations
    • Analytics
    • Campaigns
    • CRM
    • Desk
    • Flow
    • Recruit
    • SalesIQ
    • Sheet
  • Other integrations
    • MailChimp
    • Google Sheets
    • URL callback notifications (webhook)
    • Tableau
    • Slack
    • Shopify
    • Eventbrite
    • Zendesk
    • Facebook
    • G Suite Marketplace

Forms

  • Basics
  • Forms Create powerful, customizable forms to collect data from anywhere.
    • Trial - 10 forms
    • Paid - unlimited
  • Submissions Track and manage all entries submitted through your forms.
    • Trial - 1,000/month
    • Paid - 200,000/month
  • Storage Store form uploads securely on Zoho's cloud-based servers.
    • Trial - 200MB
    • Paid - 20GB
  • ReportsGenerate custom reports based on the data collected from submissions.    -  Unlimited
  • Card formsDesign forms with a card-style layout for a modern look and a better user experience.
  • CRM formsIntegrate online forms directly with your Zoho CRM account.
  • Multi-page formsBreak down complex forms into multiple pages to simplify user experience.
  • Form templatesUse pre-designed templates to quickly create new forms.
  • Default themesApply built-in themes to your forms to enhance visual appeal.
  • Custom themesCreate and apply custom themes to tailor the appearance of forms and uphold your brand identity.
  • CollaboratorsAllow multiple users to collaborate on form creation and submission management.
  • Multilevel form approvalSet up a chain of approvers for form submissions requiring multiple levels of review and approvals.
  • Mobile responsive formsDesign forms that automatically adjust to the screen size of respondents' mobile devices.
  • Mobile app (iOS & Android)Access and manage your forms using the native mobile apps available for both iOS and Android.
  • Privacy features
  • HIPAA compliance/ePHIEnsure your forms meet HIPAA standards for handling personal health information.
  • Field encryptionEncrypt sensitive form fields to protect confidential information.
  • PIIMark fields as personal to manage user data privacy more effectively.
  • Form settings Adjust form settings that define how the form functions and collects data.
  • GeneralGeneral settings for form configuration such as text direction, Thank You Page, etc.
    • Display - text direction (RTL & LTR)Choose text direction for your form: Right-to-Left or Left-to-Right.
    • Thank you pageDirect users to a custom Thank You page.
    • RedirectionRedirect users to another form.
    • Date & timeSet date and time options for the form.
    • Form availabilitySchedule when forms are available for submission.
    • Respondent locationTrack the location of respondents (based on browser-level consent) who complete the form.
  • Email & notificationsConfigure and manage notifications sent to users and respondents.
    • EmailSend automated email notifications of form submissions and updates.
    • SMTPConfigure SMTP settings for sending authenticated emails to recipients.
    • DKIMConfigure DKIM settings for sending authenticated emails to recipients.
    • SMSSend instant SMS notifications of form submissions and updates.
    • WhatsAppSend instant WhatsApp notifications of form submissions and updates.
  • BrandingCustomize the branding of your forms to match your organization's identity and style.
    • Custom domain in permalink URLUse a custom domain in your form's permalink URLs.
    • Browser tabCustomize the title and favicon of the browser tab displaying your form.
  • PDF & Document mergeGenerate PDFs of submissions and merge submitted data into other documents.
    • PDF editorAutomatically create professional-looking PDF documents of form submissions.    -  Up to 2000 PDFs
    • Document mergeAuto-populate Zoho Writer documents with form submissions.
  • Submissions & storageManage how submissions are stored and handled.
    • Edit responseEnable users to edit their responses after submission.
    • Manage form attachmentsUse cloud storage services (such as Zoho WorkDrive and Google Drive) to save files uploaded in forms.
    • Auto-trashAutomatically move submissions to the trash based on your preferred time period.
    • Save and resumeAllow users to save their progress and resume the form later.
    • Review before submissionLet users review their responses before final submission.
  • Translation & messagesCustomize the language and messages displayed on your forms.
    • Custom messagesSet up personalized messages to display on forms.
    • TranslationTranslate form content into multiple languages to appeal to international users.
  • Spam controlImplement measures to prevent spam submissions.
    • Google reCAPTCHA v2
    • OTP verification (SMS, Email, WhatsApp)Verify user identity using OTPs sent via SMS, email, or WhatsApp.
    • Double opt-inAsk respondents to confirm their response via email to complete the form submission process.
    • CAPTCHAUse CAPTCHA tests to prevent automated bot submissions.
  • Mobile appCreate forms and collect data from anywhere using mobile devices—even without an internet connection.
    • Scan & fill - mobileAllow users to fill out forms by scanning physical entities.
    • Push notificationsSend push notifications to your mobile devices upon form submissions and updates.
  • Compliance & AuditEnsure your form management processes comply with regulations and standards.
    • HIPAAImplement HIPAA-compliant measures for handling protected healthcare information.
    • Record auditMaintain a detailed audit trail of all interactions with form records.
    • Email auditMaintain a detailed audit trial of all the email deliveries.
    • AccessibilityMake your forms accessible to users with disabilities.
  • TasksDelegate form submission review tasks to your team members.
    • PermissionsSet permissions to control who can view or edit forms.
    • FiltersApply filters to manage which data is visible while viewing form submissions.
  • Prefill
    • Field alias - Prefill URLEnable prefilling of form fields via URL parameters using aliases.
    • Dynamic prefill (Webhook) - 150,000Enable prefilling of form fields via webhooksNew
  • Form sharingEasily share forms across various channels.
  • Quick shareQuickly share a public URL that anyone can access over the web.
  • Private sharingAllow forms to be shared privately with specific individuals or groups in your Zoho Forms account.
  • Shorten URLUse shortened URLs for easier sharing and to save space on platforms with character limits.
  • Public linkShare forms using a public URL that anyone can access over the web.
  • iFrame source codeGet the iFrame source code to embed your form on websites.
  • Form HTML downloadDownload the HTML code of your form for custom usage.
  • Lightbox pop-upCreate an impressive pop-up lightbox for your form on web pages.
  • QR codeGenerate a QR code for respondents to easily access your forms.
  • FacebookShare forms on Facebook to boost your presence on social media.
  • XShare forms on X to enhance your visibility on social media.
  • LinkedInShare forms on LinkedIn to promote your presence on social media.
  • Email campaignsSend forms to your audience directly via email.
  • Zoho CampaignsDistribute your form via email using Zoho Campaigns' mailing list.
  • MailChimpSend forms to your audience using customized mailing lists in Mailchimp.
  • TrackingUse various tracking tools to analyze traffic and interactions involving your forms.
  • Google Tag ManagerIntegrate Google Tag Manager to streamline the management of tracking pixels on your forms.
  • UTM trackingTrack marketing campaign effectiveness through UTM codes linked to your forms.
  • Google Adwords (GCLID)Track conversions from Google Ads using GCLID with your forms.
  • Google Analytics - goal trackingMonitor form submission goals using Google Analytics.
  • Facebook Pixel - event trackingUse Facebook Pixel to track specific events on your forms, like submissions or page views.
  • Managing entriesManage and review entries submitted through your forms efficiently.
  • Report schedulerSet up automated report generation based on your specified schedule.
  • Password-protected file exportExport your form data as password-protected files for added security.
  • Record auditMonitor and track changes to form records for audit purposes.
  • Export form audit dataExport detailed audit logs related to form modifications and access.
  • Export record audit dataDownload comprehensive audit reports for individual record changes.
  • Trash recordsDiscard unwanted form entries to maintain your database efficiently.
  • Task assignmentAssign tasks to team members based on form submissions.
  • List viewDisplay form submissions in a list format for easy management.
  • Kanban viewOrganize submissions in a Kanban board view to visualize submissions easily.
  • CSV exportExport form data in CSV format for use in other applications and data management.
  • PDF exportGenerate PDFs of your form data for easy distribution and printing.
  • FilterApply filters to refine the data displayed in your reports.
  • Summary layoutChoose a summary layout for displaying submissions effectively.
  • Freeze paneKeep certain parts of your data visible while scrolling through submissions.
  • Printable entries listGenerate a printable list of all entries for physical record keeping.
  • Printable entries summaryCreate summary reports in a printable format for easy reference.
  • ReportsGenerate and customize reports to analyze data collected from your forms.
  • Private sharing linkGenerate private links for sharing your reports with specific individuals or groups within your organization.
  • Reports approvalsImplement approval processes for reports to ensure data accuracy and integrity.
  • Public sharing linkCreate a link to share your reports publicly with unrestricted access.
  • iFrame source codeUse iFrame source code to embed your reports on websites.
  • HTML button/link to embed reportProvide an HTML link or button that allows others to embed your report.
  • Customizable filtersUse filters to customize data views in reports.
  • Auto filtersAutomatically apply filters to data reports for efficiency.
  • Show/Hide columnsChoose which columns to display or hide in your reports for customized views.
  • Kanban viewUse a Kanban layout for visual management of reports.
  • CSV exportExport report data in CSV format for further processing.
  • PDF exportGenerate reports in PDF format for easy sharing and printing.
  • Form managementManage your forms efficiently.
  • Basic form analyticsGet basic analytics on form performance and user interactions.
  • Advanced form analyticsAccess detailed analytics to deeply understand form usage and effectiveness.
  • Form data exportExport all data from a form for backup or analysis.    -  75 per org/month)
  • Export file storage infoObtain detailed information about the storage used by your form files.
  • Form ownership managementTransfer the ownership of forms to other users in your organization.
  • Audit - organization levelConduct audits at the organizational level to ensure compliance and record integrity.
  • Form auditPerform detailed audits of form usage and changes.
  • Form duplicationCreate a copy of an existing form to increase productivity and eliminate manual workload.
  • Form enable/disableToggle forms on or off to control their availability for submission.
  • Switch form type (Standard to Card and vice-versa)Switch between different form types to suit different needs.
  • Copy forms to another organizationCopy forms between different organizations within your network.
  • Payment integrationsCollect payments from form respondents via secure gateways.
  • PayPalAccept payments through PayPal directly on your forms.
  • PayPal CheckoutUtilize PayPal's checkout gateway to streamline payment process on your forms.
  • StripeAllow form users to make payments using Stripe.
  • Stripe CheckoutUtilize Stripe's checkout gateway to streamline the payment process on your forms.
  • 2CheckoutEnable payment processing through 2Checkout to accept multiple forms of payment worldwide.
  • RazorpayUtilize Razorpay for handling payments on your forms.
  • Authorize.NetIntegrate Authorize.Net to provide a secure payment gateway on your forms.
  • PayTMAccept payments through PayTM, a popular payment method in India.
  • InstamojoUse Instamojo to facilitate easy payments on your forms.
  • PayTabsIntegrate PayTabs to process payments on your forms.
  • SquareAccept payments via Square to facilitate financial transactions on your forms.
  • PaystackUse Paystack for processing payments on your forms.
  • MidtransAccept payments through Midtrans directly on your forms.
  • Form fields
  • Basic fields (number, name, address, phone, email, see more)Use basic field types like single line text, multiline text, and checkboxes in your forms.
  • Advanced fields (subform, payment, formula, image choices, signature, see more)Use advanced field options like payment fields, formulas, and subforms to enhance your forms.
  • Form building tools
  • Drag-and-drop builder
  • Conditional rulesSet up rules that trigger actions in your forms based on user responses.
  • Field rulesImplement rules that apply to your preferred fields based on user inputs.
  • Advanced field rulesDevelop complex rules for form behavior to handle diverse conditions.
  • Form rulesDefine rules that influence the overall operation of your form based on certain conditions.
  • Advanced form rulesDevelop complex rules for form behavior to handle diverse conditions.
  • Page rulesCreate rules that modify the behavior of form pages based on user interaction.
  • Advanced page rulesDevelop complex rules for form behavior to handle diverse conditions.
  • Deny submissionsPrevent form submission under certain conditions.
  • IntegrationsConnect your forms with various applications to reduce manual effort and enhance functionality.
  • Zoho integrations
    • CRMIntegrate your forms with Zoho CRM to manage customer data effectively.
    • Bigin by Zoho CRMLink your forms with Bigin by Zoho CRM to handle customer data effectively.
    • SalesIQUtilize Zoho SalesIQ to improve customer interactions and provide real-time support on your website.
    • DeskIntegrate with Zoho Desk to manage customer support tickets generated via forms.
    • CampaignsAutomate adding contacts to the mailing lists in your Zoho Campaigns account.
    • SheetExport form data to Zoho Sheet for advanced data analysis and spreadsheet management.
    • SignSend prefilled Zoho Sign documents to your respondents to acquire their digital signatures.
    • ProjectsLink your forms to Zoho Projects to manage project-related tasks and data.
    • RecruitIntegrate with Zoho Recruit to streamline the recruitment process using forms.
    • PageSenseUse Zoho PageSense to analyze form performance and user interaction.
    • ServiceDesk Plus CloudIntegrate with ServiceDesk Plus Cloud for managing IT service requests raised via forms.
    • CliqAutomatically post a message in your Zoho Cliq channel whenever a new form entry is received.
    • FlowUtilize Zoho Flow to connect forms and push data to various applications.
    • Marketing AutomationIntegrate forms with Zoho Marketing Automation to streamline your marketing campaigns.
  • Other integrations
    • Google SheetsPush form data directly to Google Sheets for further analysis.
    • Microsoft ExcelSend form data to Microsoft Excel for further analysis.
    • Google CalendarPush entries as events in Google Calendar for better schedule management.
    • Outlook CalendarPush entries as events in Outlook Calendar for better schedule management.
    • SalesforceLink your forms with Salesforce to enhance customer relationship management.
    • Microsoft TeamsIntegrate forms with Microsoft Teams to facilitate team discussions and workflows.
    • WebhooksUse webhooks to automatically send form data to other web services.
    • ZapierConnect your forms with Zapier to automate workflows in online services using form data.
    • WorkloadConnect your forms with Workload to automate workflows in online services using form data.

PageSense

  • Web analytics
  • Goals
  • Funnel analysis
  • Heatmaps
  • Scrollmaps
  • Attention maps
  • Form analytics
  • Session recording
  • A/B testing
  • Split URL testing
  • Personalization
  • Polls
  • Push notification
  • Pop-ups
  • Visual editor
  • Audience targeting
  • Report segmentation
  • Revenue analysis
  • Real-time reporting
  • Role-based access
  • Integrations
  • Chrome plugin
  • URL targeting
  • Unlimited experiments
  • Unlimited pages
  • PageSense subscription
  • Monthly visitors - 30,000/employee license
  • Number of projects
    • Trial - 3
    • Paid - 25

Backstage

  • Portal
  • Portal - 1
  • Portal admin - 1
  • Number of events - Unlimited (In-person/Virtual/Hybrid)
  • Event days - 1 event/day
  • Sessions - 3/event
  • Session duration - Up to 45 mins/session
  • Event organizers - 2/event
  • Attendees - 100/event
  • Speakers - 3/event
  • Portal settings
  • Data privacy
  • Attendee profile management
  • Activity log
  • Portal-level content library
  • Team management
  • Agenda builder
  • Agenda builder
  • Track - 1
  • Host controls
  • Bookmarking sessions
  • Agenda export and import
  • Event visibility settings
  • Mobile app
  • Attendee mobile app — Android and iOS
  • Organizer mobile app — Android and iOS
  • Event ticketing
  • Ticket class - 1
  • Registrations approval
  • Badge designer
  • Event website
  • Website builder
  • Website themes/templates
  • Website language - 1
  • Cookie management
  • Event communication
  • Automated emails
  • Event networking and management
  • Lounges - 1/event
  • Live polling
  • Live Q&A
  • Event Analytics
  • Event dashboard
  • Attendee analytics
  • Session analytics
  • Webcasting Services
  • Backstage OnAir
  • Third-party webcast services

All Zoho One users get the Free plan's features, plus a one-time complimentary Premium event add-on. Once this add-on is used, it won't get replenished with your plan renewal. To host more events, you can buy them as add-ons(Essentials, Premium & Ultimate). These add-ons can be purchased either as one-time add-ons whenever you require advanced features for an event or you can purchase them as recurring add-ons which may be charged monthly or yearly.

Some of the Premium event add-on features you get are - Unlimited sessions, 5 portal admins, 15 event organizers, 1000 attendees, 100 speakers, 50 sponsors, 0% commission ticketing, and more.

Marketing Automation

  • Leads - 5,000/employee license
  • Bulk emails
    • Trial - 15,000 emails
    • Paid (Up to 100,000 contacts) - unlimited
    • Paid (Over 100,000 contacts) - 10 x number of contacts
  • Visitors = 2 x lead count
  • Unlimited automated emails
  • Website goals and events
  • Website behavior tracking
  • Custom journey goals
  • Lead path tracing
  • Lead scoring
  • Journey reports
  • SMS marketing
  • Marketing planner
  • Survey campaigns
  • Webinar promotions
  • Event promotions
  • E-commerce marketing
  • Touchpoints
  • Smart pop-ups
  • Website missed goals
  • Site purchase abandonment
  • Web application tracking
  • Alias domains and IP filtering
  • Lead attribution reports
  • OnSpot forms
  • Custom lead tags
  • Lead stage classification
  • Advanced pre-built journey templates
  • ROI measurement
  • Multi-product management
  • Product cross-sell and up-sell
  • URL shortening with custom domains
  • Smart links and app links
  • E-commerce journeys and workflows
  • Store abandonment notifications
  • Email signature campaigns

Commerce

Less than 5 employee licenses
  • Website Features
  • Website Builder
  • Responsive website
  • SSL certificate
  • Free hosting
  • Blog
  • Unmetered bandwidth
  • 200 additional campaign pagesLanding pages apart from product pages
  • Unmetered file storage
  • E-commerce Features
  • Sales reports
  • Customer reports
  • Smart recommendationsProduct recommendations powered by Zoho's AI - Zia
  • Advanced coupons
  • 10,000 productsNumber of products you can host
  • Unmetered customer portalMaximum number of customer accounts
  • Social loginCustomers can login to your website with their Facebook or Google accounts to manage orders and addresses.
  • Custom fieldsAdd custom fields to products
  • 1 pickup location
  • Mega menu
  • Filters
  • Marketing Features
  • Facebook pixel
  • Google shopping
  • Abandoned cart emails
  • Social featuresSocial auto-publish, scheduled blogs
  • Product reviews & ratings
  • Fraud analytics
  • Traffic analytics
5 employee licenses and above
  • Website Features
  • Website Builder
  • Responsive website
  • SSL certificate
  • Free hosting
  • Blog
  • Unmetered bandwidth
  • 500 additional campaign pagesLanding pages apart from product pages
  • Unmetered file storage
  • E-commerce Features
  • Sales reports
  • Customer reports
  • Smart recommendationsProduct recommendations powered by Zoho's AI - Zia
  • Advanced coupons
  • 50,000 productsNumber of products you can host
  • Unmetered customer portalMaximum number of customer accounts
  • Social loginCustomers can login to your website with their Facebook or Google accounts to manage orders and addresses.
  • Custom fieldsAdd custom fields to products
  • 50 pickup location
  • Mega menu
  • Filters
  • Marketing Features
  • Facebook pixel
  • Google shopping
  • Abandoned cart emails
  • Social featuresSocial auto-publish, scheduled blogs
  • Product reviews & ratings
  • Fraud analytics
  • Traffic analytics
  • B2B Features
  • Price listSeparate prices for different customers
  • Serial batch tracking
  • Composite items

Thrive

  • Loyalty program
  • Points
  • Reviews
  • VIP
  • Reward redemption per month - 5000
  • Affiliate program
  • Affiliate form custom fieldsCollect specific affiliate details
  • Affiliates - 2500
  • Other features
  • Real-time trackingProgram performance analytics; In-depth participant activity tracking.
  • Widget customization
  • Integration - Unlimited
  • Referral - Unlimited
  • White-labelRemove "Powered by Zoho Thrive" in the loyalty widget
  • Team members/users - 10
  • Brand - 3*
*Zoho One users with Zoho Commerce integration are not subjected to brand restrictions.

Desk

  • Ticket management
  • E-mail ticketsConvert emails into tickets automatically when you add email as a channel.
  • Comment in ticketAdd private comments to internal teams.
  • Private conversations in ticketConverse with external agents and consultants, and quickly resolve problems on the same ticket without notifying the customer until you wish to.
  • Spam ticketsMark tickets as spam.
  • Ticket historySee the activity on a ticket in chronological order.
  • Ticket resolution noteMake internal notes about successful solutions to issues.
  • Ticket tagsAdd labels to tickets to organize them intuitively.     - 50/ticket
  • Add resolution as KBDirectly add the ticket resolution as an article in your Knowledge Base.
  • Suggested articlesPulls relevant answers from your FAQs and Knowledge Base and displays them alongside the ticket.
  • Merge ticketsMerge similar tickets into a single one to avoid redundancy.
  • Split ticketsSplit up a ticket with more than one topic, for better accountability.
  • Clone ticketCreate duplicate tickets whenever required.
  • Ticket timelineSee a timeline of all the past tickets from a particular customer.
  • Read/Unread ticketsChange the status of the ticket from read to unread and vice versa.
  • Pinned conversationPrevent important messages from getting buried beneath other conversations by pinning them to the top of the ticket conversation tab.
  • FollowersFollow specific tickets and customers.
  • Time entryKeep track of time spent on every ticket and manage billable hours.
  • ApprovalsAsk for internal approvals in the context of a specific ticket.
  • Team ownershipAssign tickets to teams, rather than individual agents.
  • Ticket sharingShare tickets with other agents to collaborate and solve issues.
  • Send as emailSend outbound emails to your customers.
  • Mass replyRespond to multiple tickets at once, ensuring quicker resolutions and consistency.
  • Scheduled replySchedule replies for a specific date and time.
  • Parent-child ticketingCreate multiple sub-tickets (child ticket) for a primary ticket (parent ticket), *Early Access
  • Agent productivity
  • Quick ticket view (Peek view)View ticket content from the list view, without having to open it.
  • Response editor with rich text supportFormat your responses for better clarity and understanding.
  • Advanced searchSearch across all modules from a single place.
  • Response draftSave in-progress responses as drafts automatically.
  • Table viewView tickets in a simple table, with all the columns you need to see.
  • Keyboard shortcutsUse keyboard shortcuts to perform routine ticket tasks.
  • Agent queueQuick way to access open tickets under each agent.
  • Teams queueQuick way to access open tickets under each team.
  • Search facetQuickly find the item you're looking for by eliminating what you don't need.
  • Snippets for faster responseCreate and use pre-written phrases to avoid typing out common answers every time.
  • Email templates in replyCreate and deploy pre-typed email templates for faster replies.
  • Work modesView tickets based on time, priority, status, or CRM information via Work Modes.
  • Review ticket repliesSend ticket responses for review to senior employees.
  • Gamescope for agentsUse incentives and rewards to encourage agents to perform better.
  • Agent idle timeoutSet a limit on how long your agents can sit idle before their availability status changes from online to offline.
  • Real time collaboration
  • Real time updates in ticket list & detail viewGet real-time updates for any changes made to a ticket.
  • Real time ticket count in starred viewsGet real-time updates of the ticket count in starred views.
  • Team feedsView and interact with a feed of recent updates from customer tickets.
  • Agent collision detectionGet notified instantly when another agent works on the same ticket.
  • Agent collision chatQuickly chat with the other agent when you find yourselves both working on the same ticket.
  • Agent collision reply avoidanceGet notified instantly when another agent begins to formulate a reply.
  • Customer support channels
  • Email channelThis refers to your support email address.    -  - 100
  • Help centerSet up a self-service portal for your customers.
  • Feedback widgetAdd the Advanced Web Form as a portable widget to your website.    -  1/department
  • Advanced web formsAllow potentials and customers to log tickets via forms on any web page.    -  50/department
  • X (Twitter)Receive and respond to tickets via X (Twitter) directly from Zoho Desk.    -  2 brands (add-on brand available on request)
  • FacebookReceive and respond to tickets via Meta (Facebook) directly from Zoho Desk.    -  2 brands (add-on brand available on request)
  • InstagramReceive and respond to tickets via Instagram comments and posts directly from Zoho Desk.    -  2 brands (add-on brand available on request)
  • Community forumsBuild a community of customers and users by opening a forum where they can talk to each other.
  • TelephonyIntegrate with a host of telephony providers to offer support over the phone.
  • Live chatChat with customers on your website and convert conversations to tickets.
  • Instant messaging
  • WhatsApp  Communicate with customers on WhatsApp from Zoho Desk's Instant Messaging module.    -  Usage based charges applied by WhatsApp
  • TelegramCommunicate with customers on Telegram from Zoho Desk's Instant Messaging module.
  • WechatCommunicate with customers on WeChat from Zoho Desk's Instant Messaging module.
  • LINECommunicate with customers on Line from Zoho Desk's Instant Messaging module.
  • Facebook MessengerCommunicate with customers on Facebook pages from Zoho Desk's Instant Messaging module.
  • InstagramCommunicate with customers on Instagram DM from Zoho Desk's Instant messaging module. 
  • DashboardMonitor all your instant messaging conversations data in one place.
  • WhatsApp SandboxTest the functionality of WhatsApp Business Messaging APIs even before getting your WABA approved.
  • Canned messagesSave pre-drafted responses to common questions, and other interactions.
  • Auto-responsesSet auto-responses to keep customers engaged when you are out of office, or in any other instance.
  • WhatsApp template messagesSend WhatsApp pre-approved highly structured messages through our integrated WhatsApp channel.
  • Ticket conversionConvert WhatsApp conversations into tickets.
  • Embeddable optionsEmbed instant messaging chat button, link, or QR code on your website.
  • Profanity managementDetect inappropriate language and block abusive users.
  • Chat transferAssign conversations to the right person.
  • NotificationsReceive real time notifications of chat activities.
  • Customer happiness ratingsCollect customer feedback on the quality of support and experience offered to customers on your messaging apps through ratings. *available for WhatsApp, Line, Telegram, Facebook Messenger, Instagram. New
  • Custom workflowsAutomate actions when certain conditions are met.
  • Blueprint in IMCreate flowcharts with automated transitions for your IM tickets to ensure error free and well-monitored ticketing flow. New
  • IM webhooks in Zoho DeskAutomate event-driven tasks between your messaging apps and existing business workflows. New
  • Chatbots in IMEnable rule-based chatbots for your messaging channels to ensure 24/7 support *currently available for WhatsApp, Instagram,Telegram, Business Messaging, Line, Messenger. New
  • Help desk automation
  • Notification rulesUse rules to notify agents and customers about progress made on tickets.
  • MacrosCombine actions performed frequently on tickets into macros that can be manually applied.     - 30/department
  • Workflow rulesA set of actions that are executed when certain specified conditions are met.     - 30/department/module
  • Supervise - time-based rulesCreate rules for time-based events such as ticket resolution reminders.     - 30/department
  • Custom actions gallery in workflowsWorkflow actions in addition to alerts, tasks, field updates, skills, and custom functions that are available by default.
  • Custom functions in workflowsAutomate actions in related help desk modules or other third-party apps when a specific event occurs.
  • SchedulesExecute automated actions through custom functions either at a specific time or on a recurring basis.     - 10/department
  • Field watchingTrigger pre-defined rules when a field is updated.
  • Contract and support plansProvide custom support plans to your customers, and link each plan with an SLA automation.
  • Ticket assignment rules
  • Direct assignment to agents and teamsWrite rules to automatically assign tickets to specific agents based on criteria you set.     - 30
  • Round-Robin ticket assignment by load balancingUse Round Robin scheduling to assign tickets to agents based on their current load.     - 15/department
  • Round-Robin sequential assignmentAssigns tickets equally among agents in a specific sequence, either alphabetically or based on a custom sequence configured for a round-robin rule.
  • Agent specific threshold in Round-robin assignmentSet threshold limitations for ticket assigment in round-robin rule to ensure fair workload distribution amongst your support teams. *Early AccessNew
  • Active skillsAdd the distinct talent or expertise possessed by each agent on your team.     - 30/department
  • Skill based ticket assignmentAutomatically route tickets to agents based on their proficiency and availability.
  • Advanced process management - Blueprints
  • Active blueprintsCreate flowcharts with automated steps, notifications, and requirements to follow and keep processes on track.     - 20/department
  • Transitions per blueprintTransitions define what happens between stages in a Blueprint, such as required actions by agents or approval from a manager.     - 100
  • Common transitions per blueprintAllows agents to perform the transitions from all the states in a Blueprint.     - 5
  • Fields and actions per transitionSelectively configure the fields and actions you want to make mandatory during a transition.     - 30
  • State level SLAs & escalationsSet service levels and escalation rules for each stage of the process.
  • Dynamic transition ownerAdministrators or transition owners can change the ownership of the blueprint transition manually when needed.
  • Transitions draft (Partial transitions)Save a transition as a partial draft until its finalized.
  • Blueprint widget supportAdd a Zoho, third-party or custom widget to your Blueprint flow without having to navigate among various tabs.    -  3/transition
  • Strict mode controlsRestrict the agents from performing actions other than the ones mentioned in the transition bar as a preventive measure.
  • Custom functions in blueprintsWrite scripts for specific actions to be performed after each stage of a process.
  • Service level agreements (SLAs)
  • Number of SLAsService level agreements (SLAs) help you manage response and resolution time by automating actions based on ticket deadlines.     - 20/department
  • Stop the SLA clock (on hold state)Pause response time counter when progress cannot be made on a ticket.
  • Multi-level escalationsWrite rules to establish an automatic escalation matrix for your tickets.
  • Customer based SLADefine service level agreements for specific customers.
  • Management in SLAManage support contracts associated with service levels.
  • Help desk working hours
  • Business hoursDefine the hours within which your teams will work on customer tickets. This can be used for time-related automations and SLAs.     - 100
  • Holiday listCreate holiday lists based on the regions and timezones in which your agents work.     - 100
  • Help desk customization
  • Custom email templatesCreate your own email templates for notifications and agent responses.
  • Customize tabsRename, hide, and reorder the tabs at the top of the Zoho Desk interface.
  • Customize form fieldsUse field layouts to customize fields and field values pertinent to each department.
  • Custom viewsUse filters to list just the tickets you need to focus on.
  • Starred viewsView important tickets at the top of the left panel by staring them.
  • Custom fieldsStore additional information relevant to a ticket using custom fields.     - 230/module
  • Custom ticket status & status groupingCreate customized statuses for your tickets.
  • Field dependenciesManage dependencies between two fields.
  • TeamsOrganize departments into smaller sub-groups called Teams.
  • Ticket templatesCreate ticket templates for different types of customer requests.     - 600/department
  • Department specific layoutCreate field layouts specific to each department.
  • Multi lingualTranslate field names and picklist values into any of the languages supported by Zoho Desk.
  • Custom lookup fieldsEstablish a one-to-many relationship between data across different modules.    -  5/module and layout
  • Ticket ID customizationCustomize your ticket Ids for easy tracking and streamlining your support. New
  • Layout rulesDefine the behavior of a layout (form) based on the value entered in a particular field.     - 50/department
  • Validation rulesPrevent the creation of records with incomplete or inaccurate information.
  • Multi layoutShow a separate set of fields for each process or service and ensure that your customers and agents see only the relevant fields.     - 20 layouts/department
  • Custom modulesBuild your own modules that reflect your business processes apart from already available standard Zoho Desk modules.
  • Regular expression RegEx validates data with pre-defined criteria and prevents incorrect data from entering your system, upholding data integrity.
    • Layout rules - 50/department
    • Validation rules - 10/department
  • Picklist color codingOrganize and customize your default picklist fields with color coding for easy management. Can also reflect brand's aesthetics.
  • Personalization
  • Helpdesk appearance - night modeSwitch between light mode, night mode, or auto-mode based on your surroundings.
  • Display screen settingsChoose the most suitable display layout that is optimal for your screen resolution.
  • Display font controlSelect your preferred font style and size.
  • Reply editor font controlsSelect the default font type and size for your email description and reply editors.
  • Reply button behaviourSelect the reply actions you want the button to display by default.
  • Landing page settingsSelect the default home page that appears when you log in.
  • Reply - article auto suggestionGet article suggestions while replying to tickets.
  • Default send behaviourSet default send behavior for ticket as Send & Close or Send.
  • Multi-language supportView Zoho Desk in any of the supported languages.
  • Date & time format controlSelect a date & time format based on your preference or locale.
  • Artificial intelligence - Zia
  • Reply assistantZia shares relevant solutions from your knowledge base directly with your customers. Supported Language: English
  • Sentiment analysisZia analyzes incoming tickets to gauge the customer's mood, so your agents know how to respond. Supported Language: English
  • Tickt auto taggingZia identifies key aspects of a ticket and tags them appropriately. Supported Language: English
  • Anomaly servicesAgents and Admins receive real-time notifications for anomalies in ticket trends.
  • Zia answer botAn AI-powered reply assistant that provides relevant responses to agents and customers based on its intelligence from the existing KB articles. Supported Language: English
  • Zia field predictionsZia can analyze ticket patterns and automatically update field values such as priority, type of issue, location and much more.
  • Zia powered by ChatGPTZia now integrated with OpenAl's generative Al can analyze customer support requests for mood analysis, ticket summary, and reply assistance. Supported Language: English
  • Re-branding
  • Custom domain mappingConnect Zoho Desk with your website domain.
  • Multi-department
  • Multiple department support trackingOrganize your service operation into departments for efficiency and clarity.     - 50
  • All-department view of ticketsSee tickets from across all your departments on a common screen.
  • Department based signaturesCreate email signatures specific to each department.
  • Department-specific product handlingAssociate a different set of products with each department.
  • Guided conversations
  • GC flowsBuild predefined conversations using the low code Flow Builder by adding blocks and variables. Includes publish, draft, and delete options.    -  25/department
  • Global variablesPlace holder values that can be used across GC flows under any department. E.g. support email address.    -  100/portal
  • Session variablesInformation stored in the memory of a web browser and is available until the user closes the browser. E.g. User ID.    -  100/portal
  • Local variablesPredefined place holder values within a particular GC flow. E.g. Vehicle engine number.    -  100/flow
  • GC blocksUse blocks to present a message or induce an action based on the user's input. It includes response and action blocks.    -  500/flow
  • GC widgets Make a flow available on different websites or web pages by associating it with multiple GC Widgets.
    • Agent widget - 1/department
    • Customer widget - 5/department
  • Flow metricsAnalyze live usage patterns of a GC flow, including the number of users, chat participation, and route taken, for better flow adoption.
  • Data migration
  • Migration from other help deskMake the switch from Zendesk or Freshdesk with extensive support from our team.
  • Help center
  • Private knowledge base for agentsCreate a private repository of solutions for your agents to access.
  • Article versioningKeep track of multiple versions of your KB articles.
  • Public knowledge baseCreate 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.
  • CommunityBuild and grow a community of customers, prospects, and visitors.
  • ASAPEmbed customer service capabilities into your websites and mobile apps with the ASAP widget.
  • Text-to-speech in ASAP mobile SDKConvert your knowledge base articles and community to speech on mobile phone.
  • Multilingual knowledge basePublish Knowledge Base articles in over 40 languages.
  • Community gamificationAward points to your end users based on their activities in the community.
  • 301 redirectionSet up 301 redirection for articles when you edit their permalinks.
  • Google analytics integrationApply Google Analytics to your help center to understand customer behavior better.
  • Themes gallerySelect an aesthetic theme for your customer self-service portal based on your brand identity.
  • CSS customizationCustomize any given theme further using CSS.
  • Custom widgetsChange the appearance of your widgets based on the purpose you wish to use them for.
  • Auto-translation of KB articlesTranslate help articles instantly using auto-translate tools like Google translate and Unbabel.
  • Answer bot in ASAPAI-powered answer bot within ASAP, for customers to interact with.
  • Live chat in ASAPAllow customers to chat with agents through ASAP.
  • Multi-brand help centerCreate self-service portals for multiple brands within the same Zoho Desk account.
  • HTML customizationCustomize the look and feel of your help center from scratch to represent your brand identity.
  • Customer management
  • Contact & account information managementRecord customer details as contacts, and group them into common accounts.
  • Private notes for contacts & accountsMake internal notes about customers for the team's future reference.
  • Dedicated owners for contacts & accountsAssign dedicated agents within your team to specific customers.
  • Contact & account custom fieldsCreate custom fields to store additional information about your customers.     - 230
  • Merge contactsMerge contacts to avoid redundancy or duplication.
  • Merge accountsMerge accounts to avoid redundancy or duplication.
  • Custom views for customersCreate filters to view a list of customers you need to focus on.
  • Contact & account insightsView contact and account activity and engagement in a neat dashboard.
  • Deduplicate contacts & accountsEliminate duplicate customer information to reduce complications.
  • Follow contacts & accountsClosely monitor contact or account-specific activity.
  • Contact to product associationAssociate each customer with the products they've purchased or are using.
  • Secondary contact (Cc's)Establish a secondary customer contact for every customer organization.
  • Contacts to multiple accountsRelate a contact to multiple accounts to track the relationships between people and the companies they work with.
  • Activity
  • TasksCreate follow-up tasks for your team based on ticket conversations.
  • EventsLog and schedule events and invite other agents to be a part of them.
  • CallsMake, receive, and log calls from your help desk.
  • Time tracking
  • Manual ticket time trackingAgents have control over the ticket timer.
  • Auto ticket time trackingAutomatically track the time spent on a ticket without any manual intervention.
  • Activity time trackingTrack the time spent on activities such as tasks and calls.
  • Billing preferencesDefine hourly billing information for your agents.
  • Products
  • Product based ticket trackingTrack tickets by associating them with specific products.
  • Associate products to contactsAssociate each customer with the products they've purchased or are using.
  • Associate products to accountsAssociate each customer organization with the products they've purchased or are using.
  • Dedicated owner for productsAssign a dedicated agent for each product.
  • Custom fields for productsCreate custom fields to store additional information about your products.     - 230 fields
  • Custom views for productsUse filters to see a list of products you need to focus on.
  • Analytics
  • Agent dashboardTrack all agent performance parameters along with agent information and current availability.
  • Predefined reportsGet more than 100 built-in reports that offer relevant insights across different modules.
  • Ticket overview dashboardView and track your vital ticket metrics in a single dashboard.
  • Ticket status dashboardView tickets according to their statuses, default and custom.
  • Customer happiness dashboardTrack customer satisfaction levels over a given period of time in a single dashboard.
  • Tickets stagesLearn about ticket's lifecycle stage as it progresses.
  • Custom reportsCreate your own custom reports to keep track of metrics that matter to you.
  • Export reports to CSV, XLS or PDFExport reports from Zoho Desk to your computer in CSV, XLS, or PDF formats.
  • Custom dashboardsCreate your own custom dashboard visualizations for reports you use the most.
  • Headquarter dashboardTrack ticket traffic and volume over a given period of time in a single dashboard.
  • Response, resolution & FCR dashboardsView and track ticket response and resolution times across your team.
  • Knowledge base dashboardView metrics and reports related to Knowledge Base articles.
  • Community dashboardAnalyze customer interaction and behavior on your community.
  • Calls reports and dashboardsView reports about all incoming and outgoing calls received and made, across geographies.
  • SLA dashboardsAnalyze how well your agents maintained their SLAs.
  • Telephony agent availabilityTrack how often your agents were and weren't available to your customers over the phone.
  • All department analytics (Global reports and dashboards)Get reports spanning all your departments.
  • Schedule reportsSchedule reports to be sent to you automatically.     - 100
  • Blueprint dashboardTrack how well your blueprints have been executed, across blueprint States and Transitions.
  • ZIA dashboardView all AI-powered intelligence in a single dashboard.
  • Telephony
  • In-product call notificationsGet notified every time you receive a call within your help desk portal.
  • Call-to-ticket conversionAfter taking a customer call, convert it into a ticket easily, with custom notes.
  • Answer over-the-webTake calls from your help desk portal without the need of a physical handset.
  • Answer over-the-phoneIf you prefer to answer calls via a physical handset, you can choose to do that.
  • Call loggingA log of all incoming and outgoing calls is automatically created within Zoho Desk.
  • Call transferTransfer your call to another agent when required.
  • Call recordingRecord all your incoming or outgoing calls for future reference and training purposes.
  • Call holdPut a call on hold when required.
  • Call muteMute calls when required.
  • Business hours configurationConfigure business hours for all incoming calls via Twilio.
  • Non-business hour managementDefine a protocol for when calls come in outside of your business hours.
  • Call queue handlingWhen traffic is high, manage multiple calls in your queue seamlessly.
  • Outbound callsMake outbound calls to customers right from within Zoho Desk.
  • Missed call managementGet notified every time you have a missed call so you can follow up.
  • Custom greeting configurationGreet your customers when they get on a call to create a better customer experience.
  • Call routing (Sequential & simultaneous)Route your call to another agent based on expertise or availability.
  • Call waiting messageCreate a call waiting message to let customers know you'll be with them shortly.
  • Caller historyKeep track of your entire caller history, to ensure no customer falls through the cracks.
  • Voice mailWhen an agent is not available, allow customers to leave a message.
  • Real-time agent availabilityHelp your agents be available for customers in real time.
  • Call reports and dashboardsView in-depth analytics and metrics about calls received.
  • Fallback numberRoute calls to backup phone number in case the regular destination number is unavailable.
  • Spam call handlingDrop the call or get an alert if the call is from a contact marked as spam.
  • Call summaryAdd a note to summarize the conversation.
  • Multi-level IVRSimplify customer navigation so they can reach the right agents using IVR.
  • Agents & permissions
  • ProfilesManage permissions to modules, fields, and utilities by categorizing agents under different profiles.     - 50
  • RolesCreate roles to replicate your organization chart and assign a profile to each role accordingly.     - 250
  • Field-level access controlGrant or deny access to agents for specific fields in layouts.
  • Data sharingAssign different levels of access to support data to different roles.
  • Add-ons & integrations
  • G SuiteCollaborate and share information from your GSuite account to Zoho Desk easily.
  • Zoho TranslateAI-powered extension that translates tickets to a language of your preference.
  • Google chatManage tickets within Google Chat without constant navigation to the Desk interface.
  • Zoho CRMBridge the gap between Sales and Support with context, using the Zoho CRM integration.
  • Zoho FSMSync your field support teams with your customer support agents for better communication experience. New
  • BiginIntegrate with Bigin and make it easier for your sales and support teams to connect with prospects.
  • Zoho AnalyticsIntegrate with Zoho Analytics and enjoy advanced reports based on your support data.
  • Zoho ProjectsSubmit bugs in Zoho Projects for new Zoho Desk tickets.
  • Zoho BugTrackerFind, report, and solve bug-related issues using Zoho Bug Tracker.
  • Zoho Lens Add-onIntegrate Zoho Lens with Zoho Desk to ensure hassle-free remote assistance experience right from the tickets.
  • SMS Add-onSend acknowledgment messages to your customers and notify agents on new ticket assignment via SMS.
  • Zoho CliqCollaborate over chat with your team members without switching windows.
  • Zoho SalesIQEnable live chat for your website to capture and nurture leads effectively.
  • Atlassian JiraBreak silos and collaborate with your engineering team effectively using Jira.
  • SlackView ticket details, receive support notifications, and collaborate without leaving Slack.
  • Zoho Books/InvoiceAccess your customer's billing information, and receive and create invoices from within Zoho Desk.
  • Zoho InventoryGet instant and detailed access to the current account status of the customer right inside your tickets with the Zoho Inventory integration.
  • Zoho SubscriptionView customer subscription information alongside their tickets and build a better conversation.
  • Zoho FlowUse Zoho Flow to effortlessly integrate Zoho Desk with 800+ apps without writing code and automate complex business workflows.
  • Zoho CampaignsGet campaign-related context within support tickets like campaigns sent to a contact, the mailing lists they are associated with, and more.
  • SalesforceIntegrate Desk with Salesforce to bring your support and sales information together.
  • ZapierUse the Zapier integration to connect Desk with other vital apps.
  • Office 365Add Office 365 users as agents, so they can access Zoho Desk via single sign-on.
  • MS TeamsBring the Zoho Desk experience into MS Teams via bots and message extensions.
  • Zoho PageSenseEngage your customers better with analytics for web forms, powered by Zoho PageSense.
  • Google Play ReviewsManage customer reviews on the Google Play app through Zoho Desk.
  • YouTubeEngage with your audience on YouTube by responding to their comments easily.
  • Telephony and PBXIntegrate with Twilio, Amazon Connect, Zoho PhoneBridge, and 85 others.
  • Zoho Marketplace for Zoho Desk
  • Public extensionsBuild, host, and sell custom extensions on the Zoho Desk marketplace.
  • Extension starter packOptimise current operations with app recommendations from Zoho Desk marketplace, third-party integration or custom built extension.
  • Private extensionsBuild custom extensions for your business, and host them privately.
  • Custom actions via extensionsCreate custom actions when an extension is installed. These actions are displayed in workflow actions.
  • Mobile apps
  • Radar app for Zoho DeskVital stats curated in real-time for managers and agents.
  • Zoho Desk appCollaborate 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 headerPrevent client-side script execution of malicious content on the web page.
  • SSL certificateKeep user data secure, verify ownership of the website and prevent attackers from creating a fake version of the site.
  • Attachment controlsPrevent malware by controlling which file type can be used as an attachment.
  • Single sign-on using SAML in helpcenterConfigure 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 ASAPVerify the authenticity of a user of the main app and provide them with permission to use ASAP with the same credentials.
  • DKIM/DMARCProvide credibility to your domain and tell the receiving server that you are trustworthy to avoid ending up in spam.
  • ePHI field labelingMark a field related to medical records as ePHI (Electronically Protected Health Information) transmitted by HIPAA covered entities.
  • Field encryptionEnsure that sensitive data within your fields are encrypted and saved.
  • System field encryptionSecure sensitive customer information for data privacy and safety.
  • Federated loginAccess helpcenter through a single authentication ticket/token from different identity providers (IPs) without having to create separate accounts.
  • Privacy
  • Anonymization of agent and customerAnonymize data subjects who reside in the European Union as outlined in the General Data Protection Regulation (GDPR).
  • Data center locationChoose the nearest data center country location while signing up.
  • DSR - Data Subject RequestsProcess your client's inquiries and serve them their required personal information that has been collected, stored, and used.
  • Read recipientsSee whether email recipients have read your reply and take necessary actions for follow-ups.
  • Accessibility
  • Highlight critical informationDisplay critical information like ticket ID, ticket owner, contact details, etc. in striking color.
  • Underline linksIncrease the visibility of links with an underline.
  • Emphasis focus areaIndicate the extent and clickablity of focus area by adding a border.
  • Animation controlsOptimize the animations and transitions across your helpdesk.
  • Reading maskEliminate distractions by focusing the text you're reading and masking the rest.
  • Zoom level adjusterAdjust the zoom level until the page is easy to view.
  • Screen readerRender the content (text, buttons, images, and links) on your screen into speech or braille.
  • Keyboard focus navigationNavigate between screens, switch tabs, and perform tasks using only keyboard keys.
  • Custom scrollbarReplace native scrollbar with a compact scrollbar for seamless navigation while indicating the scroll position.
  • Focus ringHighlights the present interactive element on your screen.
  • Custom cursorSelect a mouse pointer of your desired color and size based on your preferences or actions instead of a default arrow-based cursor.
  • Page navigationNavigate to the section you choose to read using a keyboard instead of sequentially scrolling through the entire document.
  • Developer tools
  • APIIntegrate with other Zoho apps and third-party tools by adhering to RESTful principles.     - 1,000,000 calls/day/org
  • API dashboardMonitor and optimize API usage metrics based on functionalities specific to editions.
  • API usage matrixAccess detailed reports on how API is consumed by your Desk. New
  • API usage alertsGet notified when you are close to exceeding your pre-defined API usage threshold. New
  • Mobile SDKBuild custom Zoho Desk-based mobile apps for the customer service team, and support apps for your customers.
  • WebhookSend automated messages or information to third-party apps every time an event occurs in Zoho Desk.     - 10 active
  • Deluge (Custom function)
  • Data administration
  • Export dataExport your data in CSV format from individual Zoho Desk modules.
  • Import historyKeep track of all the times you've imported data into your help desk.     - Past 60 days
  • Import dataImport accounts, contacts, tickets, and other important data into your Zoho Desk portal.     - 30,000/batch
  • Data backupSchedule data backups or instantly download data for protection against any data loss.     - 1 full backup/month
  • SandboxTry and test new processes in a simulated setup without hindering ongoing customer interactions.
  • Audit logKeep a track record of automation and custom modules' activities to prevent any breaches or mishaps.New

Assist

  • 6 simultaneous sessions per technician
  • Unattended access
  • Number of computers - 5/organization and 1/employee license
  • Computer grouping
  • Group permissions
  • Deployment
  • Wake on-LAN
  • Remote power options
  • Organization
  • Organization roles
  • Departments
  • Rebranding
  • Custom email templates
  • Email configuration
  • Advanced reports
  • Customer widget
  • Security and compliances
  • TLS 1.2 transport security with AES-256-bit encryption
  • Idle-session time out
  • Action log viewer
  • Session confirmation
  • Integrations/APIs
  • Zoho integrations
    • Desk
    • SalesIQ
    • Assist APIs
  • Other integrations
    • Zendesk*
    • ServiceNow*
    • Freshdesk
    • Jira
    • Imported Google contacts
  • Remote session
  • Instant chat
  • Desktop application
  • UAC compatible
  • Clipboard sharing
  • Remote screen blanking
  • File transfer
  • Multi-monitor navigation
  • Send ctrl+alt+del
  • Reboot and reconnect
  • Session transfer
  • Schedule sessions
  • Swap screen
  • Session notes
  • Voice and video chat
  • Contacts management
  • Annotation
  • Remote print
  • Session recording
  • Additional storage for session recording
  • Session audit
  • Screen sharing
  • Platforms supported
    • Windows
    • Mac
    • Linux
    • Chrome OS
    • Raspberry Pi
  • Mobile apps
    • iOS
    • Android
* Integrations available only for accounts present in the US and EU DCs.

Lens

  • Organization
  • Departments
  • Organization roles
  • Rebranding
  • Custom email templates
  • Email configuration
  • Advanced analytics
  • File manager
  • Import CRM/Google contacts
  • Security and Compliance
  • TLS 1.2 transport security with AES-256-bit encryption
  • Idle-session time out
  • Action log viewer
  • Session confirmation
  • Data anonymization
  • Integrations
  • Zoho integrations
    • Zoho Desk
    • Zoho Calendar
  • APIs
    • Mobile Software Development Kit
  • Remote Assistance
  • AR annotation
  • Freeze camera stream
  • VoIP
  • Multi-participant session
  • Zoom in/out
  • Session notes
  • SMS invitation
  • Live snapshots
  • Smartglass support
  • Session recording
  • 4 simultaneous sessions/employee license

Mail

  • 50GB storage/employee license
  • Huge attachments - up to 1GB
  • Email hosting for multiple domains
  • Domain aliases
  • Email routing
  • Email and folder sharing
  • Streams - collaboration tool
  • Offline access
  • Email recall
  • eWidget and developer space
  • Tasks, notes, and bookmarks
  • IMAP/POP access in email clients
  • Exchange Activesync
  • Mobile apps for iOS and Android
  • Archival and eDiscovery
  • Email backup and restoration
  • White labeling
  • S-MIME
  • Calendar
  • Shared calendars
  • Group calendars
  • Appointment scheduling
  • Calendar sync
  • Calendar on mobile
  • Resource booking

Cliq

  • Messages
  • Unlimited 1-1 chats and group chats
  • Unlimited searchable messages
  • 1-1 and group chats with external users
  • General
  • 100GB file storage/employee license
  • Advanced unified org directory
  • Reminders
  • Zia events
  • Integrations
  • Zoho integrations
    • Calendar
    • People
  • Other integrations
    • Office 365
    • 100 extensions/organization
  • Chat window
  • @mentions and #tags
  • Star important messages
  • Link preview
  • Pinned messages
  • Print a chat transcript
  • Channels
  • Organization & personal channels
  • Team & multi-team channels
  • 5 external channels/employee license
  • Channel permissions
  • Announcement channels
  • Custom roles
  • Archiving channels
  • 5,000 organization, team, and personal participants per channel
  • 500 external participants per channel
  • Live media
  • 1-1 audio &video calls
  • 1-1 screen sharing
  • PrimeTime - handshake+assembly & ScreenSharing
  • Platform internal tools
  • 1,000 slash commands/org
  • 1,000 message actions/org
  • 250 bots/org
  • 1,000 functions/org
  • 100 schedulers/org
  • 100 databases/org
  • 10,000 database records/db/org
  • Security and privacy
  • Data encryption both in transit and at rest
  • Consents
  • Secret chat
  • User preferences
  • Desktop notifications
  • Personal information
  • Media and links
  • Themes
  • Email & sound notifications
  • Admin panel
  • User roles
  • User fields
  • Allowed IPs
  • Org policies
  • Enterprise mobility management
  • Module configuration
  • One theme for the entire organization
  • Custom domain
  • Custom email

Projects

  • Basics
  • Projects - Unlimited
  • Client users - 5/org
  • Storage space - 120GB
  • Project templates - 30
  • Pages & chat - All projects
  • Resources - Can be purchased as add-ons
  • User hierarchy
  • Charts/Reports
  • Gantt charts - Across projects
  • Workload report - Across projects
  • Advanced task/issue reports - Advanced
  • ZIA - Zoho's AI assistant New
  • Zia Insights
  • Zia Search
  • Zia Translate
  • Core features
  • Tags
  • Project feeds
  • Task management
  • Document sharing
  • Import from MS Project
  • Calendar & forums
  • Google apps integration
  • Project custom status
  • Milestone custom status
  • Task custom status
  • Subtasks
  • Pre-built templates
  • Task duration (hours/days)
  • Reminders
  • Project timeline Gantt
  • Task dependency - Across projects (all four types)
  • Task layout - Create
  • Sync Google tasks
  • Time tracking
  • Export projects
  • Custom views
  • Recurring tasks
  • Timesheet approval
  • Time log restriction
  • Blueprint for tasks
  • Parallel transitions
  • AI chatbot powered by Zia
  • Project budget
  • Work - planned hours (Planned vs actual report)
  • Business hours
  • Weekends & holidays
  • Strict project
  • Task rollup
  • Earned value management
  • Milestone layout
  • Project layout
  • Flexible work hours
  • Workflow rules
  • Critical path
  • Baseline
  • Multiple Baseline Support
  • Task layout rules
  • Project custom fields - 155/org
  • Milestone custom fields - 215 fields
  • Task custom fields - 255/org
  • Issue custom fields - 120/org
  • Timesheet custom fields - 55/org
  • Custom profiles and roles
  • Custom domain
  • Web tabWeb tab gives you access to your browser tabs from within Zoho Projects. You can create a web tab within your projects by embedding a URL from a third-party application.
  • Teams
  • IssueTracker
  • Import issues (CSV, XLS & JIRA)
  • Add issues through email
  • Export issues
  • Notifications
  • Business rules
  • Web to issue form
  • Link issues
  • Custom fields
  • Email settings
  • SLA
  • Webhooks
  • Custom issue email templates
  • Integrations
  • Zoho integrations
    • CRM
    • Meeting
    • Sprints
    • Invoice (For Invoice & Expenses)
    • Books (For Invoice & Expenses)
    • People
    • Analytics
    • Flow
    • Desk
    • DirectorySingle Sign-On, Two-factor Authentication & IP Restriction
  • Other integrations
    • Zapier
    • Zendesk
    • Microsoft Teams
    • Office 365
    • Slack
    • ServiceNow
    • Dropbox
    • SharePoint
    • GitHub
    • Bitbucket
    • GitLab
    • Gitea

Sprints

  • Projects - Unlimited
  • Storage - 100GB
  • Project templates - 20
  • Core features
  • Backlog management
  • Scrum board
  • Timesheet management
  • Epic management
  • Team chat
  • Meetings
  • Client portal
  • Vendor portal
  • Project feed and activity stream
  • Release management
  • Custom roles
  • Custom function
  • Custom profiles and permissions
  • User groups
  • Custom layouts for users, timesheets, and fields for projects, sprints, workitems, release, epics and meeting
  • Email alias
  • Custom email templates
  • Custom email notifications
  • Business hours
  • Holidays and weekends
  • Webhooks
  • Custom domain
  • Global add
  • Custom keyboard shortcuts
  • Global timesheet view and timer
  • Advanced timesheet settings
  • Timesheet grid view
  • Android and iOS mobile app
  • Webtabs
  • Workitem management
  • Custom status
  • Custom work item type
  • Custom priority
  • Link work items
  • Sub-items - Up to 5 levels
  • Custom tags
  • Status timeline
  • Swim lane
  • WIP settings
  • Private and public checklist
  • Advanced search and filter
  • Global custom view with private/public/sharing
  • Work item reminder
  • Work item followers
  • Clone work items
  • Schedule export
  • Add work item through email
  • Activity reminder
  • Reports
  • Agile reports
  • Sprint reports
  • Timesheet reports
  • Epic reports
  • Release reports
  • Project reports
  • User reports
  • Schedule reports
  • Integrations and extensions
  • Zoho Projects
  • Zoho Bugtracker
  • Zoho Analytics
  • Zoho Desk
  • Zoho Show
  • Zoho Meeting
  • Zoho Cliq
  • Zoho Flow
  • Zoho Mail
  • Zoho Writer
  • Zapier
  • Github
  • Gitlab
  • Bitbucket
  • Azure Devops Pipeline
  • AWS codecommit
  • Jenkins
  • MS office 365
  • GApps
  • GDrive
  • Zendesk
  • Bugviewer
  • Approval tracker
  • Recurring item
  • Whiteboard

Connect

  • Posts & feeds
  • Like, comment, share, attach, hashtags, & @mentions
  • PollsRun a poll and let network members vote for their preferred option.
  • Events
  • Announcements
  • Questions
  • IdeasAn exclusive space to crowdsource ideas from your organization, provide feedback, and prioritize the best ideas.
  • My scheduleThis is specific to each user. All tasks and town hall sessions relevant to the individual are listed here.
  • Team schedule
  • Social advocacy
  • Mandatory reads
  • Scheduled posts
  • File attachments - Maximum size limit is 50 MB per file for documents and up to 100 files can be attached per post. The maximum size limit for a video file is 200 MB.
  • Translation support
  • Groups
  • Create groups - Unlimited
  • Public groups
  • Private groups
  • All-hands groupAll users in the network will be added as members to this group.
  • Multiple group admins
  • Group channels
  • Group level permissions
  • Group level moderation
  • Categorize groups
  • Dynamic group membership
  • Channels
  • Create channels
  • Private channels
  • Forums
  • Forum categories
  • Forum permission
  • Town halls
  • Archiving completed town halls
  • Scheduling town halls
  • Moderation
  • Custom applications
  • Custom apps - Unlimited
  • Form builder
  • Report builder
  • Page builder
  • Sharing - Only to Connect groups
  • Basic fields
  • Advanced fields
  • AI fields - Prediction - 10 other AI - 30
  • File storage - 7 GB
  • Records - 200/user, maximum: 10,000
  • Export
  • Schema builder
  • Record comments
  • Email notifications - 500/day
  • Schedules - 500/month
  • SMS - can use own sms
  • Workflow rules and actions
  • Inbuilt approvals
  • Deluge scripting
  • Permissions - 5/app
  • Roles - 5/app
  • External calls - 500/day
  • Workflow statement - 5,000
  • Developer API - 500/day
  • Web components - 5
  • Surveys
  • Drag and drop builder
  • Survey templates
  • No. of survey responses/month - No. of users in the network
  • Files
  • Create & edit documents
  • Online file storage
    • Up to 50 employees - 100GB
    • Over 50 employees - 2GB for every additional employee license
  • File uploadThe size limit per file for any upload is 30 MB.
  • File upload permissions
  • File upload from Cloud
  • Manuals
  • Create manuals - Unlimited
  • Company level manuals
  • Group level manuals
  • Manual permissions
  • Public manualShare Manuals with people outside network using an URL
  • Article version history
  • Custom article template
  • Tasks & boards
  • Create tasks
  • Boards - Unlimited
  • Board permissions
  • Board templates
  • Time tracking in boards
  • Task dependency
  • Public board
  • Gantt view
  • Workload view
  • Categorize boards
  • Dynamic board membership
  • Events
  • Create company & group events
  • Custom event types
  • Calendar view
  • Notifications
  • Mobile apps push notifications
  • Email notifications
  • Notification settings
  • Group notification preferences
  • Custom email for notifications
  • Bot notifications on Cliq
  • Company directory
  • Reporting to, Employee ID (as a user profile field)
  • Follow peopleFollow people in your network to view their posts in your feed. You will also receive a notification when they make a new post.
  • One-one audio call, video call, and instant chat
  • User recommendation
  • Custom profile fieldsHelps in creating a rich profile for every user by adding multiple user profile fields.
  • Organization chart
  • External users
  • Inviting external usersExternal users will have limited access based on the policies set by the network admin. They need to have a Zoho account in order to be added to a network.     - 5 external users per employee license
  • Admin settings
  • Custom logo & faviconCustomize network by uploading a network logo, favicon of choice.
  • Custom email addressAll emails from the network will be sent from the specified address replacing the default address.
  • Custom CSSCreate personalized themes using Custom CSS.
  • User management
  • Custom roles
  • Network level permissions
  • Active Directory Sync.
  • Manage groups
  • Multiple network admins
  • Network analyticsTrack, measure, and gain insights on how users are interacting within the network.
  • PoliciesCustomize the scope of users to suit the network.
  • Data exportDownload conversations, forums, and private conversations from network to computer.
  • Two factor authenticationAdditional security measure to help secure account with the combination of a password and a mobile device.
  • Multi language support
  • Single sign-on
  • Manage apps at network levelDecide the apps to enable/disable in the network.
  • Dashboard for network
  • Gamification
  • Automation & Developer space
  • Incoming webhook - 100
  • Outgoing webhook - 100 (20k per day execution)
  • Function API - 100 (20k per day execution)
  • Scheduler - 100
  • Custom menu - 100
  • Workflow - 100 (10k per day execution)
  • Bulk user sync
  • Live broadcast
  • Live broadcast
  • Live broadcast recording
  • Screen sharing
  • External users participation
  • Video conference
  • Number of participants - 16
  • Video conference recording
  • Screen sharing
  • Video conference for external users
  • Integrations
  • Integrate with Zoho apps - Unlimited
  • Integrate with 3rd party apps
  • Web tab
  • RSS - 100 configurations (300 posts per configuration per day)

Learn

  • Spaces - Unlimited
  • Manuals - Unlimited
  • Courses - Unlimited
  • 5 GB/employee storage
  • Encryption at rest
  • Universal search
  • Custom portals (1 portal and 5 portal users)
  • Knowledge management
  • Unlimited article version history
  • External sharing of manuals and articles with password protection
  • Export articles to PDF
  • Save articles as draft before publishing
  • Backup manuals
  • Mandatory reads
  • Article verification
  • Article templates
  • Training
  • Course authoring with text, video, document lessons, and quiz
  • SCORM support
  • Course navigation setting
  • Passing scores and attempts for quizzes
  • Quiz timer and course expiry settings
  • Assignments and descriptive quizzes
  • Unlimited question banks
  • Department-specific training
  • Add instructors, set drip lessons, and enable lesson discussions
  • Course reminders
  • Detailed course reporting

TeamInbox

  • Collaboration
  • Comments on threads
  • Internal discussions
  • Email draft sharing
  • Email Management
  • Assign thread owners
  • Follow threads
  • Snooze threads
  • Archive threads
  • Extensions
  • Teams
  • Shared incoming channels - 5
  • Team signatures - Unlimited
  • Team tags - Unlimited
  • Team response templates - Unlimited
  • Team rules - Unlimited
  • User roles and permissions
  • Shared outgoing email channels - 25
  • Admin tools
  • Activity log
  • Deliverability setup
  • Analytics
  • Personal
  • Personal incoming channel - 1/user
  • Personal sender addresses - Unlimited
  • Personal tags - Unlimited
  • Personal rules - Unlimited
  • Personal response templates - Unlimited
  • Personal signatures - Unlimited
  • Contacts
  • Contacts grouped under teams
  • Thread Views
  • Assigned to me
  • Assigned to others
  • Followed by me
  • Sent
  • Trash
  • Snoozed
  • Shared with me
  • Drafts
  • Spam

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

Sign

  • E-signature core features
  • Text tags and automatic field detection
  • Workflow automation
  • Audit trail and certificate of completion
  • Reminders and notifications
  • Print, sign, and upload for physical signing
  • Recipient vernacular configuration
  • Recipient approver action
  • Reports
  • Recipient in-person signing
  • Bulk signing
  • Bulk send
  • Embedded and public signing via SignForms
  • Mobile apps - iOS, iPad OS, and Android
  • Desktop apps - macOS and Windows
  • Attachments by signers
  • Embedded signing
  • Embedded sending
  • Visible signatures
  • Complimentary credits - 50/employee/month, with a maximum limit of 2500/organization/month
  • Document features
  • Documents per employee/month - Unlimited
  • Document sharing
  • Document and folder management
  • Import from and export to cloud storage apps (Dropbox, Box, Google Drive, OneDrive, and Zoho WorkDrive)
  • Automatic cloud backup
  • Template features
  • Templates - Unlimited
  • Template sharing
  • Sending signing link
  • SMS
  • App and email
  • Integrations
  • Integrations with Zoho Forms
  • Payment integration with Zoho Checkout
  • Basic integrations
      Zoho apps:
      • CRM
      • Desk
      • Books
      • Invoice
      • Inventory
      • People
      • Recruit
      • Workerly
      • Mail
      • Writer
      • Directory
      • Qntrl
      • Creator
      • Deluge
      • Flow
      3rd party apps:
      • Microsoft 365
      • Google Workspace
      • Gmail
      • Outlook
      • Microsoft Teams
      • Zapier
      • Power Automate
      • Integrately
      • Make (formerly Integromat)
      • Pabbly Connect
      • OpenAI Platform
  • Advanced integrations Complimentary credits are first consumed for these integrations and once they get depleted, deduction from Zoho Sign credits will be initiated.
      Zoho apps:
      • CRM
      • Desk
      • Books
      • Invoice
      • Inventory
      • People
      • Recruit
      • Workerly
      • Writer
      • Contracts
      • Qntrl
      • Creator
      • Deluge
      • Flow
      3rd party apps:
      • HubSpot
      • Pipedrive
      • Vtiger
      • Zapier
      • Power Automate
      • Make (formerly Integromat)
      • Formstack
  • Admin features
  • Trusted domains
  • Recipient redirection
  • API and webhooks
  • Web and mobile SDKs - PHP, iOS, and Android
  • Signer identity verification
  • Recipient authentication via
    • Email OTP
    • SMS OTP
    • EU eID (iDIN, National ID)
  • Dynamic knowledge-based authentication (KBA) from IDology
  • Legal and advanced features
  • Qualified timestamping (GlobalSign, Seiko, Uanataca)
  • Qualified Electronic Signatures (QES)
    • Uanataca
    • InfoCert
    • EU eID (Evrotrust/sign-me (D-Trust), Smart ID/National ID/Mobile ID/eParaksts eID & mobile/CertEurope USB (InfoCert)/certSIGN USB, Chave Móvel Digital/SimplySign)
  • Signing via cloud-based DSC providers - eMudhra eKYC
  • Signing via identity providers - Aadhaar eSign
  • Blockchain time-stamping
  • Advanced Electronic Signatures (AES) and signatures via AATL-enabled certificates from TrustFactory for South Africa
  • Signing with USB token for DSC
  • Signing with PFX/P12 file-based DSC
  • 21 CFR Part 11 compliance module for US FDA compliance
  • Qualified Electronic Signatures (QES) via Swisscom
  • Digital signature compliance for Singapore with Singpass
  • Rebranding
  • Organization email alias configuration
  • Customize organization logo
  • Customize email templates
  • Customize legal disclosures
  • Customize the landing page
  • Custom domain and white label options

Vault

  • Break-glass account for emergency access
  • Password & storage management
  • AES-256 encryption
  • Store unlimited passwords
  • Attach unlimited files and documentsMax file size - 2MB
  • Access from computers, smartphones, and tablets
  • Password groups
  • Password sharing
  • Fine-grained and role-based permissions to view/edit/manage passwords
  • Sharing chambers
  • Automatically change website passwords
  • Single sign-on for cloud apps
  • Password event notifications
  • Alerts and notications of password retrieval, expiry, ownership change, etc.
  • Audits & reports
  • Complete record of all password management
  • Password assessment reports
  • Logging all access to passwords
  • Intuitive password access reports
  • Export reports in PDF
  • Backup, disaster recovery, & high availability
  • Scheduled data backup (email)
  • Cloud backup
  • Uninterrupted access to passwords
  • Offline access
  • Tools & utilities
  • Import passwords
  • Export passwords
  • One-click login to websites
  • Password generator
  • Password history
  • Personal password management
  • Mobile apps
  • Browser extensions
  • Password policies & compliance
  • Pre-built password policies of varying strengths
  • Provision for creating custom password policies
  • Enforcing standard usage of password policies
  • Access control workflow
  • Password request-release mechanism
  • Time-limited access to passwords
  • Instant alerts on password events
  • Helpdesk integration

Meeting

  • General
  • Host - 1/employee license
  • Meeting participants - 100/host
  • Session duration - 24 hours
  • Storage - 25 recordings/host
  • Webinar attendees - 100/organizer
  • Meeting features
    • Collaboration features
      • Screen/Application sharingAvailable for all participants
      • 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
      • Instant or scheduled meeting
      • Keyboard and mouse sharing
      • Personal room
      • Breakout rooms New
      • Instant chat
      • Whiteboard
      • Meeting polls
      • Co-hostUp to 5 co-hosts while scheduling and add more during meeting.
      • Share material
      • Pin video
      • Remote control
      • Join before hostAllow 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 attendee link configuration
      • Source tracking
      • Domain restriction for registration
      • Attendees list configurationAllow attendees to view other attendees list.
    • Attendee engagement and in-session features
      • YouTube live streaming
      • 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
    • 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) New
  • Apps and extensions
  • Desktops application (Windows, Mac, and Linux)
  • iOS mobile appAvailable for co-organizers and attendees to join webinar
  • Android mobile appAvailable 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
  • Zoho Bigin
  • Zoho Mail
  • Gmail add-on
  • Zoho Marketing Automation
  • Zoho Flow
  • Zia
  • Rev AI

Notebook

  • Sync across devices
  • 100GB cloud storage for notes and files per employe
  • Upload files up to 1GB
  • 200MB notecard size
  • Note history up to 100 versions
  • Record up to 60 minutes of audio notecard
  • Turn emails into notecards
  • Collaborate in notecards, notebooks and notecard groups
  • Co-work in notecards and notecard groups
  • Smart search using OCR and object detection
  • Set custom recurring reminders
  • Smart tags
  • Bookmarks
  • Save flight tickets as flight cards
  • Read bookmarks offline
  • Secure notes (lock using Face ID/Touch ID)
  • Scan tables & business cards
  • Unlimited BoardLists in NoteBoards
  • Set premium covers

Books

  • Core features
  • GSTIN (within a single organization) - 3 branches
  • Schedule reports
  • Custom modules
  • Cashflow forecasting report
  • Quotes
  • Invoices - 25,000 per year
  • Sales orders
  • Credit notes
  • Debit notes (Edition-specific: available to specific countries alone)
  • Manage clients
  • Client portal
  • Bills
  • Bill of supply (Edition-specific: available to specific countries only)
  • Purchase orders
  • Vendor credits
  • Stock tracking
  • Online payments
  • Generate payment links
  • Delivery challans
  • E-way bills
  • Expenses
  • Mileage tracking
  • Direct bank integration and reconciliation
  • Direct Bank Feeds via Partner Banks (Edition-specific: available only in specific countries)
  • Import PDF statement
  • Manual journals
  • Chart of accounts
  • Sub-accounts
  • Predefined user roles
  • Multi-lingual transactions
  • Audit trail
  • Reports
  • Bills of entry
  • E-invoicing (Edition-specific: available only in specific countries)
  • Reporting tags
  • Bulk updates
  • Transaction locking
  • 100 custom views
  • Custom fields
  • Unlimited custom reports
  • Custom financial report generator
  • Project invoices
  • Project tasks
  • Project expenses
  • Timesheet and Billing
  • Retainer invoices
  • Multi-currency
  • Automatic exchange rates
  • Digital signatures
  • Time tracking/Projects
  • Project profitability
  • Price lists
  • Landed costs
  • Currency adjustments
  • Journal templates
  • Tasks
  • Recurring journals
  • Customer approval
  • Sales approval
  • Timesheet approval
  • Timesheet - Customer approval
  • Contextual chat - available through Cliq in Zoho One
  • Purchase approval
  • Custom user roles
  • Workflows - 10 rules per module
  • Estimates
  • Expense tracking
  • Basic inventory
  • Advanced inventory
  • Financial reports
  • Accountant
  • Budgeting
  • Custom functions
  • Contacts
  • Custom domain
  • Automate
  • Recurring invoices
  • Recurring expenses
  • Recurring bills
  • Payment reminders
  • Automatic data entry from bills
  • Taxes:
  • Manage Tax Rates
  • Manage Tax Groups
  • Tax Summary Report
  • Tax Rules
  • GST:
  • Track GST
  • GST Returns
  • GST Filing
  • GST Payments
  • Taxes:
  • Track Sales Tax
  • Taxes:
  • VAT Tracking
  • VAT Returns
  • MTD VAT Filing
  • CIS
  • EC Sales List
  • Taxes:
  • GST/HST Return Details
  • GST/HST Returns List
  • QST returns
  • BC PST returns
  • Taxes:
  • Track GST
  • Generate BAS
  • Taxes:
  • Manage Tax Rates
  • Manage Tax Groups
  • Tax Summary Report
  • Taxes:
  • Taxable/Non-taxable Items/Services
  • Tax treatment for contacts
  • VAT tracking
  • VAT Audit
  • VAT Returns
  • Taxes:
  • Taxable/Non-taxable Items/Services
  • Tax treatment for contacts
  • VAT tracking
  • VAT Audit
  • VAT 3 Returns
  • Integrations
  • Zoho integrations
    • CRM
    • Inventory
    • Expense
    • Billing
    • Projects
    • Analytics
  • Other integrations
    • Twilio

Invoice

  • Unlimited customers
  • Unbranded emails
  • Custom domain
  • Core features
  • Invoices
  • Estimates
  • Time tracking
  • Expense tracking
  • Credit notes
  • Online payment
  • Multi-currency
  • Multi-lingual
  • Flexible reports
  • Track payments
  • Customizable invoice templates
  • Customer portal
  • Snail mailYou can purchase snail mail credits and send transactions by post.
  • Automate
  • Recurring invoices
  • Payment reminders
  • Recurring expenses
  • Integrations
  • Zoho integrations
    • Zoho CRM integrations
  • Other integrations
    • Powerful APIs
    • Online payment gateways
    • G Suite integration
    • Twilio integration
  • Security
  • SSL encryption

Billing

  • 1000 customers
  • 10 workflows/module
  • Core features
  • One-time invoicing
  • Recurring billing
  • Subscription management
  • Subscription automation
  • Metrics tracking
  • Multi-currency support
  • Subscription metrics
  • Multi-lingual
  • Customer portal
  • Customer portal single sign-on
  • Domain branding
  • Custom buttons
  • Web tabs
  • Custom schedulers
  • Rest API & webhooks
  • 50+ Advanced reports
  • Projects & Time tracking
  • Project budgeting
  • Project profitability
  • User and customer approvals
  • Transaction approvals
  • Payments
  • Hosted payment pages
  • Dunning for automatic payments
  • Multiple payment gateways
  • Offline payments
  • Payment reminders
  • Payment links
  • Abandoned cart tracking
  • Customizations
  • Templates
  • Email notifications
  • Users and roles
  • Reminders
  • Audit
  • Data backup
  • Security
  • PCI Compliance
  • Payment gateways
  • Stripe
  • RazorPay
  • PayTabs
  • Wepay
  • Forte
  • Authorize.net
  • 2Checkout
  • Paypal
  • PayTM
  • Gocardless
  • ICICI Bank(Eazypay)
  • Mercado Pago
  • Braintree
  • Integrations
  • Zoho integrations
    • Zoho CRM
    • Zoho Books
    • Zoho Inventory
    • Zoho Mail
    • Zoho Cliq
    • Zoho Analytics
    • Zoho Flow
    • Zoho Creator
    • Zoho Desk
    • Zoho Workdrive
  • Other integrations
    • Slack
    • Zendesk
    • GSuite
    • Office 365
    • WordPress
    • Zapier
    • Avalara
    • Evernote
    • Google Drive
    • Dropbox
    • Box
    • OneDrive
  • Mobile apps
  • iOS
  • Android

Expense

  • Receipt and Expenses
  • Unlimited receipt storage limit
  • Receipt forwarding email address
  • Bulk upload receipts
  • Offline upload (mobile apps)
  • Multicurrency expenses
  • Automatic exchange rate conversion
  • Mileage expenses
  • Mileage tracking via GPS
  • Per diem automation
  • Billable expenses
  • Automated expense reminders
  • Expense delegation
  • Customer/Project tracking
  • Tax tracking
  • Trips Beta
  • Travel requests
  • Pre-travel approval
  • Itinerary management
  • Mark Itinerary as personal
  • Travel policy
  • Travel allowance/advance automation
  • Traveler profile management
  • Travel document management
  • Corporate travel desk management
  • Travel agent allocation
  • Share offline ticket options
  • Ticket Cost approval
  • Travel manager
  • GDS PNR parsing
  • Attendance marking on HRMS
  • Automation
  • Advanced approvals
  • Unlimited workflow rules
    • Alerts (email/in-app notification)
    • Webhooks
    • Field updates
    • 100 Custom functions
  • Expense report automation
  • SMS notification (India)
  • Budgets
  • Budget Management
    • Monthly
    • Quaterly
    • Half-yearly
    • Yearly
  • Budget vs Actual report
  • Customization
  • Basic form customization
  • Additional fields
    • Expenses
    • Reports
    • Advanced payments
    • Users
    • Trips
  • Lookup fieldsBeta
  • Additional field access permissions
  • Customer user roles
  • Custom views
  • Page layouts
    • Expenses
    • Trips
  • Custom buttonsbeta
  • Custom linksbeta
  • Related listsbeta
  • 25 Custom Modulesbeta
  • 100 Custom schedulersbeta
  • Web tabs
  • Cards
  • Commercial card feeds (Amex, MasterCard and Visa)
  • Connect personal cards
  • Card statement upload
  • Corporate Card Management
  • Auto-matching
  • Flag personal expense on corporate cards
  • Card spend dashboard for Admins
  • Corporate card reconciliation dashboard
  • Automated reminders
  • Expense reports
  • Unlimited expense reports
  • Cash advances
  • Trip allocation beta
  • Cost allocation
  • Report typesbeta
  • Expense report automation
  • Report submission reminders
  • Auto-submission of expense reports
  • Expense report PDF
  • Excel/CSV download
  • Audit and Compliance
  • Data and receipt backup
  • Scheduled backup
  • Basic audit trail report
  • Advanced audit trail report
  • Manage PII data
  • Tax compliance
  • Custom Exchange Rates
  • Sunshine Act (US only)
  • Mileage rates
  • Per diem rates
  • GDPR
  • SOC 2 Type 2
  • ISO 27001
  • ISO 9001
  • Data Administration
  • Data and receipt backup
  • Scheduled backup
  • Custom report export
  • Bank file export
  • Default user roles
    • Submitter
    • Approver
    • Admin
  • Custom user roles
  • Collaboration
  • Comments
  • In-app notifications
  • Allocations
  • Customer
  • Project
  • Accounting codes
  • Tags
  • Attendees
  • Cost centers
  • Locations
  • Custom codes
  • Control
  • Unlimited policies
  • Custom expense rules
  • Unlimited custom rules
  • Blocking rules
  • Duplicate detection
  • Fraud detectionbeta
  • Hard copy receipt collection
  • Payment/Settlement
  • Direct deposits (US, Canada and India)
  • Bank file export
  • Syncing settlement file to any ERP/payroll software
  • Automated settlement notifications
  • Manual reimbursement
  • Business/Finance Operation
  • Custom report export
  • Multi-location management
  • Multiple Base currency
  • Custom configurations
  • Integrations
  • Zoho Integrations
    • CRM
    • Invoice
    • People
    • Cliq
    • Projects
    • Analyticsbeta
  • Accounting and ERP
    • Zoho Books
    • QuickBooks Online
    • QuickBooks Desktop (US and Canada only)
    • Xero
    • Sage One (Coming soon)
    • Oracle
    • SAP
    • Netsuite
    • Microsoft Dynamics
  • Online reimbursement
    • Forte (US and Canada)
    • ICICI Bank (India)
  • Travel
    • Sabre GetTherebeta
  • Ride hailing apps
    • Uber
    • Lyft
    • OLA
  • Other integrations
    • G Suite
    • Office 365
    • Slack
    • Amazon business
  • Direct feeds
    • Visa
    • Amex
    • MasterCard
  • Cloud storage
    • Zoho Docs
    • Google Drive
    • Dropbox
    • Box
    • OneDrive
    • Evernote
  • Security
  • SSL encryption
  • Role-based access permission
  • Approvals
  • Simple approval
  • Hierarchical approval
  • Grade based approval
  • Designation based approval
  • Project-based approval
  • Exceptional approvals
  • Adhoc approvers
  • Custom approval workflows
  • Approval delegation
  • Automatic approvals/rejection
  • Overdue reminders
  • Approval hierarchy sync from HRMS

Inventory

  • Core features
  • Orders/month - 7500
  • Invoices - 7500
  • Purchase orders/month - 3000
  • Bills - 3000
  • Warehouses - 3
  • Bins / warehouse - 2000
  • GSTIN (only for the Indian edition) - 3
  • Branches (not available for IN, US, AU & CA editions) - 3
  • API - 7500 calls/day
  • Inventory reports
  • Inventory
  • Item groups
  • Composite items
  • Category
  • Reorder levels
  • Item images (up to 15 images)
  • Price list
  • Serial number tracking
  • Batch number tracking
  • Picklist
  • UoM
  • Barcode generation
  • Stock counting
  • Sales features
  • Invoicing
  • Retainer invoices
  • Multi-lingual invoicing
  • Multi-currency customers
  • Backorders
  • Sales return
  • Credit notes
  • Shipping labels
  • Email template customization
  • Invoice customization
  • Customer portal
  • E-invoicing (only for India)
  • Sales approvals
  • Contextual chat
  • Purchase features
  • Bills
  • Purchase receives
  • Vendor credits
  • Vendor payments
  • Multi-currency vendors
  • Purchase approvals
  • Vendor portal
  • Integrations
  • Shipping
  • Shopping cart
  • Shopify store integration - 5
  • E-commerce
  • Accounting
  • Sales & Marketing
  • EDI
  • SMS integrations
  • CRM
  • Payment gateways
  • Microsoft 365
  • Google Workspace
  • Slack
  • Automation
  • Workflows rules - 10/module
  • Email alerts - Unlimited
  • In-app notifications - Unlimited
  • Field updates - Unlimited
  • Webhooks - Unlimited
  • Custom functions - Unlimited
  • Custom schedulers - 10
  • Custom views - 100/module
  • Custom fields - 103/module
  • Validation rules - 10/module
  • Custom buttons - 10/module
  • Related lists - 10/module
  • Web tabs - 10/module
  • Custom modules - 10/org
  • Widgets - 10/org
  • Custom reports - 50/org
  • Schedule reports - 200/org
  • Tasks

Checkout

  • Payment pages - Unlimited
  • Collection of payments/month - Unlimited
  • Multiple payment integrations
  • One-time and recurring payments
  • Payment analytics
  • Email notifications
  • Automated payment retries
  • SSL encryption
  • MailChimp integration
  • Zoho Campaigns integration
  • Slack integration
  • Custom branding

Payroll

  • Automatic payroll and tax calculation
  • Automatic payslip generation
  • Compliance - Income Tax, EPF, ESI, Statewise PT, LWF
  • Automatic TDS worksheet
  • Pre-defined salary components
  • Payslip templates
  • Salary templates
  • LOP and LOP Reversal
  • 40+ built-in payroll reportsCustomisable statutory tax, loan, cost-centre based reports and many others
  • Custom salary components - earnings, deductions
  • Salary revision and arrears
  • New joinee arrears
  • Variable pay
  • Previous employment data handling
  • Full and Final settlement
  • Perks and Benefits
  • Online payslips, tax-worksheets
  • Direct-deposit of salaries through bank integrations
  • Form 16 generation with digital signature
  • Form 24Q, TDS challan recording
  • Statutory bonus
  • Pre-formatted tax reports
  • Exhaustive payroll reports
  • Employee self-service portal
  • Loans/Advances
  • Online IT declaration
  • Online proof collection
  • Online reimbursement claim submission
  • Pay run and salary revision approvals
  • Reimbursement proof approval
  • Proof of investments approval
  • Pre-defined user roles and permissions
  • Letter templates
  • Bonus & off-cycle pay runs
  • Reporting tagsGain in-depth visibility based on cost-centres, department, and other fine-grained reporting needs.
  • Advanced salary components - scheduled components, formula-based components
  • Salary hold
  • Customisable user roles and permissionsEncourage inter-department collaboration in a secured way.
  • Custom fields
  • Custom remindersCreate new reminders apart from pre-defined reminders.
  • Giving moduleManage employee donations.
  • Integrations
  • Zoho integrations
    • Zoho Books
    • Zoho People
    • Zoho Expense
  • Other integrations
    • YES Bank
    • HSBC

Payroll

  • Automatic payroll calculation
  • Automatic payslip generation
  • Compliance - WPS, Pension, Gratuity across UAE
  • Payment modes - Cash, WPS, and non-WPS bank transfers
  • Pre built and custom salary components - earnings, deductions
  • Salary revision and arrears
  • New joinee arrears
  • LOP and LOP reversal
  • Templates - Payslip, Salary Revision, Salary Certificate, and Bonus Letter
  • Loans/Salary advances
  • Employee self-service portal
  • Pre-defined user roles, permissions, and alerts
  • Employee documents with expiry notification
  • Bonus & off-cycle pay runs
  • Reporting tagsGain in-depth visibility based on cost-centres, department and other fine-grained reporting needs.
  • Pay run and salary revision approvals
  • Advanced salary components - scheduled components, formula-based components
  • Salary hold
  • Customisable user roles and permissionsEncourage inter-department collaboration in a secured way.
  • Custom fields
  • Custom remindersCreate new reminders apart from pre-defined reminders
  • Giving moduleManage employee donations
  • Zoho integrations
    • Zoho Books
    • Zoho People
    • Zoho Expense

People

  • Unlimited administrators
  • Employee database
  • Employee database
  • Multi-entity management
  • Document management
  • Onboarding
  • Candidate onboarding
  • Offerletter management
  • Employee onboarding
  • Time off management
  • Time off policy customization
  • Time off tracking
  • Compensatory off management
  • Holiday tracking
  • Attendance
  • Attendance tracking
  • Biometric integrations
  • Geo & IP tracking
  • Attendance regularization
  • Overtime tracking
  • Shift scheduling
  • Timesheet
  • Projects, jobs, and clients mapping
  • Job scheduling
  • Time tracking
  • Timesheet management
  • Timesheet scheduler
  • Billing and invoicing integration
  • Reports
  • Reports (module based)
  • Zoho Analytics integration - 100 reports
  • Storage
  • 10GB
  • Performance management
  • KRA
  • Goals
  • 360-degree feedback
  • Competencies
  • Skill sets
  • Performance appraisals
  • Self-appraisals
  • Multi-rater review
  • Learning management system
  • Learner dashboard
  • Self learning
  • Blended learning
  • Targeted course creation
  • Video conferencing
  • Course management
  • Course feedback
  • Discussion forums
  • Case management
  • Case categories
  • Case agents
  • SLA tracking
  • Customization
  • 100 forms
  • Custom services and forms
  • Custom domain URL
  • Automation
  • Multi-level approvals
  • Workflow checklists & tasks
  • Workflow mail alerts
  • Webhooks
  • Template configuration
  • Custom functions
  • Blueprint

Recruit

  • Module
  • Job openings - 750 active jobs
  • Candidates
  • Departments
  • Interviews
  • Notes
  • Tasks, events, call log
  • Job requisition management
  • Career site
  • Free job postings
  • Premium job boards
  • Social posting
  • Source boosters
  • Employee referral
  • Candidate management
  • Parse resumes - Unlimited
  • Outlook parsing - Unlimited
  • Assessments
  • Submit to hiring manager
  • Candidate review form
  • Interview feedback form
  • Employee conversion
  • Resume extractor - 250/day
  • Resume inbox
  • Web forms
  • Forms for candidates
  • Auto response rules
  • Assignment rules
  • Search
  • Simple search
  • Boolean search
  • Search candidate attachments
  • Semantic search
  • Zip code search
  • Communication
  • Mass email - 750/day/org
  • Email templates - Unlimited
  • Custom 'From' address - 50
  • Unsubscribe link
  • BCC dropbox
  • Auto responders
  • Document library
  • Folder sharing
  • Attaching documents
  • File versioning
  • Reviews
  • Analytics
  • Standard reports
  • Custom reports
  • Advanced analytics with Zoho Analytics
  • Schedule reports
  • Standard dashboards
  • Custom dashboards
  • Recruiting KPIs
  • Customization
  • Customize logos
  • Custom fields - 300/module
  • Unique fields
  • Custom views
  • Mass update
  • Offer letter templates
  • Custom links - 20
  • Web tabs
  • Tab groups - 10
  • Custom functions & buttons
  • Workflow management
  • Workflow rules - 50
  • Workflow alerts - 300/user; max 10,000
  • Workflow tasks
  • Assignment rules
  • Webhooks - 20,000 calls/day
  • Field updates
  • Time-based actions
  • Blueprint
  • Careers site
  • Candidate portal
  • Mass invite candidates
  • Career site pages - 10
  • Portal management
  • Default domain
  • Subdomain
  • Vendor portal
  • Free portal licenses
  • Security administration
  • Custom profiles - 25
  • Reporting hierarchy
  • Field-level security
  • Data sharing rules
  • Groups
  • Territory management
  • Attachment permission
  • Integrations
  • Marketplace - Up to 25 extensions
  • Zoho Mail
  • Zoho People
  • Zoho WorkDrive
  • Zoho Campaigns
  • Zoho Workerly
  • Zoho Forms
  • Zapier
  • Microsoft Outlook
  • G-Suite
  • SMS gateway
  • Phone bridge
  • Google Meet
  • Microsoft Teams
  • WhatsApp
  • Utilities
  • Multiple currencies
  • File storage
  • Free storage/org - 3GB
  • Free additional storageGiven by Zoho Recruit upon purchase of a new employee    -  1GB
  • Data administration
  • Record limit (all modules) - Unlimited
  • Record limit (per module) - Unlimited
  • Import data (records per batch) - 30,000
  • Export module data
  • Monthly data backup - 2
  • De-duplicate data
  • Max API credits/day - 30,000
  • Allowed API credits/day - 10,000
  • API count per employee - 1000
  • Custom function calls - 200

Contracts

  • Creation and document authoring
  • Inbuilt document editorAuthor contract document with our inbuilt editor powered by Zoho Writer.
  • Document assemblyWith advanced document assembly capabilities, simply choose the applicable clauses and the suitable languages based on the respective contract type's configuration. Save significant time during the authoring stage.
  • Fillable fieldsThe contract owner or collaborators who have Fill Fields permission can enter values in the fillable fields present in the clauses.
  • Import contractImport contracts in the draft, signed, and even expired states by uploading the required documents and manage them in Zoho Contracts.
  • Attach files and links to contract records New
  • No. of contracts - Unlimited
  • Sharing and collaboration
  • Contract sharingThe contract owner can share the contract with other organization members who can either edit, review, view, and/or fill values in the contract fields.
  • Collaborative editing
  • Contextual commentsYou can also set the visibility for comments to decide who among the stakeholders can view the comment.
  • Track changes
  • Contract approvals
  • Parallel approval
  • Sequential approval
  • Contextual commentsYou can also set the visibility for comments to decide who among the stakeholders can view the comment.
  • Approval delegation
  • No. of approval workflows - Unlimited
  • Negotiation and counterparty review
  • Online negotiationSay no to email attachments. The contract will be sent to the counterparty contacts online via password-protected links. They do not need a Zoho account to access and collaborate in the contract document.
  • Collaborative editing between counterpartiesMembers in the counterparty org to whom you have sent the contract document during negotiation can collaborate in real-time, add contextual comments, set visibility for comments and suggest edits to the document.
  • Contextual commentsYou can set the visibility for comments to decide who among the stakeholders can view the comment.
  • Track changesContract owner can track the suggested edits made by the counterparty.
  • Compare changesThe counterparty's primary contact can compare the current version of the contract document with previous versions if it has gone through multiple negotiation cycles.
  • Negotiation history detailsThe counterparty's primary contact can view the negotiation history details if the contract document has gone through multiple negotiation cycles.
  • Negotiator authentication and send authentication code via email New
  • Request access option for the counterparty primary contact to add negotiators representing the counterparty New
  • Execution
  • eSignature
  • Signing workflowSpecify the order in which the contracts must be sent for signature. The signing order pans across the signer groups: Organization Signers, Counterparty Signers, and Other Representatives such as witnesses.
  • Reminders and notifications
  • No. of documents - Unlimited
  • Signer authentication and send authentication code via email New
  • Send signer authentication code via SMS New
  • Language option for signers New
  • In-person signing New
  • Signing via identity providers - Aadhaar eSignAvailable only for users in the India data center. The integration incurs additional costs because it consumes credits from the Sign Credits add-on. New
  • Digital signature compliance for Singapore with SingpassAvailable only for users in US data centers. New
  • Qualified Electronic Signatures (QES) New
    • QES via SwisscomAvailable only for users in Europe data centers. The integration incurs additional costs because it consumes credits from the Sign Credits add-on.
    • Uanataca, InfoCertAvailable only for users in Europe data centers. The integration incurs additional costs because it consumes credits from the Sign Credits add-on.
    • itsme, European Union eIDThe integration incurs additional costs because it consumes credits from the Sign Credits add-on.
  • Signatures via AATL-enabled certificates from TrustFactory for South Africa New
  • Digital signatures from Tendaworld for KenyaAvailable only for users in US data centers. The integration incurs additional costs because it consumes credits from the Sign Credits add-on. New
  • Signing with USB token for DSC New
  • Signing with PFX/P12 file-based DSC New
  • Signing via 3rd-party DSC providers - eMudhraAvailable only for users in the India data center. The integration incurs additional costs because it consumes credits from the Sign Credits add-on. New
  • Renewals & extensions
  • Contract renewal
  • Contract extension
  • Renewal & Extension letter generationDuring renewal or extension, Zoho Contracts automatically generates a renewal/extension letter. This letter captures the current renewal/extension details and the entire history of the contract.
  • Renewal & Extension letter template customization
  • Renewal alerts
  • Integration
  • Zoho CRMEnable salespeople to initiate contract requests from Zoho CRM, and track their status right within Zoho CRM.
  • ChatGPT integrationAvailable only for users outside Europe data centers.New
  • Obligations management
  • Contract obligations tracking
  • Obligation reminders
  • Recurring obligations
  • Amendments
  • Contract amendment
  • Amendment letter generationDuring an amendment, Zoho Contracts automatically generates an amendment letter. This letter captures the current amendment details and the entire history of the contract.
  • Amendment letter template customization
  • Termination
  • Contract termination
  • Gain/Loss calculationGain/loss calculation for terminated contracts. This feature is applicable for contracts with a sell/buy intent.
  • Termination letter template customization
  • Versioning & activity history
  • Document revisions
  • Contract activity feed
  • Counterparties
  • Add/Manage counterparty details
  • No. of counterparties - Unlimited
  • Configuration & customization
  • Clause library
  • Predefined contract type templates - 14
  • Contract type configuration & template builderCustomize the predefined contract type templates using Template Builder.
  • Choice list customizationCustomize the picklist values present in various picklist fields across the application. For example, Counterparty Types, Contract Category, Obligation Category, Departments.
  • Email notification preferencesOpt-in/out of email notifications for various contract milestones in the application.
  • Reports & Analytics
  • Standard reports
  • Analytics dashboardThe Dashboard provides a high-level overview of your contracts at a glance. It displays Contract Activities, Total Contract Values, and Gain/Loss of Terminated Contracts.
  • Calendar & contract schedules/reminders view
  • Security & Data Privacy
  • Admin audit logs
  • User access logs
  • Download logs
  • User activity feed
  • Counterparty data protectionClassify and protect counterparty contacts' personally identifiable information. Manage data subject requests raised by them in compliance with data protection laws.
To know your current version, go to one.zoho.com > Directory > Applications > Click 'Creator' > Version labelNote: New users who signed up after March 15th, 2023 belong to version 8 by default.

Creator V8 FeaturesV6 FeaturesV5 Features

  • Applications and data management
  • ApplicationsBusiness applications built in Zoho Creator. An app mainly comprises of forms and reports integrated with business workflows. Learn more    -  Unlimited
  • Building blocks - forms, reports, pages, workflowsZoho Creator offers 32 different types of fields—each meant to capture a specific kind of data—that you can add to your form. Learn more
  • Multi-experience deployment - deploy apps in web/mobile/tabletEvery app built on Zoho Creator runs natively on the web, and on both iOS and Android devices.
  • Mobile app customizations
  • Share applications with key stakeholdersShare entire Zoho Creator applications (or app components) with other users or user groups, and assign access permissions to them. Learn more
  • Branding and personalization
  • Basic fieldsThe form fields that allow you to collect basic information from your customers. Learn more
  • Advanced fieldsThe form fields that allow you to collect payments, capture digital signatures, and more. Learn more
  • Custom AI modelsModels that need to be trained with relevant datasets to address a specific task.    -  100
  • Ready to use AI modelsPre-built models that are readily deployable into applications with zero training.    -  250
  • AI callsAPI calls available per month for using AI services in Creator. Add-on is available for enhanced limits.    -  1000
  • Records - 250,000/employee
  • StorageUsers can upload files while submitting data through your form. Learn more   -  5GB/employee
  • App templates and marketplace
  • Data import and export
  • Record comments
  • Email notificationThe number of emails that can be sent using Zoho Creator. To know more about Email notification, check the help document.    -  500/employee/day
  • App activity notifications
  • Publish components - 50
  • Workflow automation
  • Workflow rules and actions
  • Deluge execution statementsDeluge, Zoho's proprietary scripting language, enables users to add logic to their applications incrementally, making it more powerful and robust. Learn more    -  50,000
  • Built-in approvalsApproval workflows let decision-making users approve/reject a record submitted through a form. Learn more
  • Custom schedules - 600/employee/month
  • Blueprints - stages & transitions
  • Blueprint analytics
  • Integrations
  • Data sources - 30
  • Custom connectors - 20
  • Connections - 100
  • Integration with all Zoho apps
  • External calls (includes webhook and integration tasks) - 500/employee/day
  • Portals (customers/vendors/students)
  • Accept payments from your portal users
  • Custom domainYou can host your support portal on your own domain, to be accessed from your business website instead of Zoho Creator's. Learn more
  • Rebranded mobile apps
  • Private app store (Zoho MDM)Publish apps built on the Creator platform to private stores using Zoho's MDM. Learn more
  • Portal permission setsBased on a user's scope of work, the admin can define access permissions within the portal. Lear more    -  250/app
  • Privacy, security and governance
  • Permission setsProfiles control permissions to access Zoho Creator forms, reports, and pages. Check the help document for more information on profiles.    -  250/app
  • RolesCreate different types of roles for users based on their position in your organization hierarchy and experience enhanced access control. Refer here to know more.    -  1000/app
  • SAML based single single sign-on
  • Password policy
  • Multi-factor authentication
  • Domain authenticationEnable recipients' email providers to verify the legitimacy of emails sent via your application. Learn more    -  5
  • Data encryption & PII/ePHI
  • Audit trailCaptures the history of changes made to a record for auditing purposes. Check the help document for more information.
  • BackupAllows you to back up and restore your application at any time. Check the help document for more information.
  • Sender email addressConfigure automated email notifications to be sent from custom email addresses. Learn more    -  100
  • Active directory support
  • Multi-lingual supportAutomatic and custom app translations are available in over 35 languages. Check the help document for more information.
  • Developer tools
  • Application IDE
  • Schema builder
  • WidgetsWidgets are used to extend the capabilities of your application using front-end languages like Javascript. Read more
  • Cloud functionsFunctions that are written in Java and NodeJS language. Once configured, these can be called from Workflows and Deluge Functions through function call statements. Java, NodeJS Functions    -  200 calls/employee/day (Maximum 20,000 calls/day)
  • Developer environmentsAn isolated environment to test your app without disturbing the live app. Learn more
  • Activity logs
  • Developer APIA robust set of REST APIs you can use to add, fetch, update, and delete data, as well as perform various other operations. Learn more    -  1000/employee/day
  • Custom APIWrite your own custom code to meet your specific requirements and seamlessly convert it into custom APIs. Learn more    -  500/employee/day
* Allow users to download the creator application as a separate mobile app for iOS and Android devices. Help link

Creator V8 FeaturesV6 Features

  • Essentials
  • Unlimited apps
  • Design apps for the web, mobile, and tablet
  • Form builder
  • Report builder
  • Sharing
  • Themes and layouts
  • Zoho Creator app for iOS/Android
  • Data collection and administration
  • Basic fields
  • Advanced fields
  • AI fields
    • For less than 10 employee licenses- 30 prediction fields
    • For 10 or more than 10 employee licenses- 100 prediction fields
    • Unlimited other AI fields
  • File storage
    • For less than 10 employee licenses- 5 GB/employee license
    • For 10 or more than 10 employee licenses- 25 GB/employee license
  • Records
    • For less than 10 employee licenses- 50,000 records/employee license
    • For 10 or more than 10 employee licenses- 250,000 records/employee license
  • Schema builder
  • Record comments
  • Offline access on mobile app
  • Widgets
  • Notification and schedules
  • Email notifications
    • For less than 10 employee licenses- 500/employee license/day
    • For 10 or more than 10 employee licenses- 2,500/employee license/day
  • Schedules
    • For less than 10 employee licenses- 600/employee license/month
    • For 10 or more than 10 employee licenses- 3,000/employee license/month
  • SMS
  • Push notification
  • Workflow builder
  • Workflow rules and actions
  • In-built approval
  • Deluge scripting
    • For less than 10 employee licenses- 10,000 statements
    • For 10 or more than 10 employee licenses- 50,000 statements
  • Cloud functions
    • For less than 10 employee licenses- 200 calls/employee license/day(Maximum of 20,000 calls/day)
    • For 10 or more than 10 employee licenses- 500 calls/employee license/day (Maximum of 50,000 calls/day)
  • Organization-level features
  • Multi-language support
  • Manual backup
  • Audit trail
  • Permission Sets
    • For less than 10 employee licenses-50 permission sets/app
    • For 10 or more than 10 employee licenses- 250 permission sets/app
  • Roles
    • For less than 10 employee licenses- 200 roles/app
    • For 10 or more than 10 employee licenses- 1,000 roles/app
  • Developer sandbox
  • Scheduled backup
  • Domain restriction
  • Sender emails
    • For less than 10 employee licenses- 100 sender emails
    • For 10 or more than 10 employee licenses- 500 sender emails
  • Domain authentication
    • For less than 10 employee licenses- 5 domains
    • For 10 or more than 10 employee licenses- 25 domains
  • Customization for iOS/Android devices
  • App themes
  • Custom navigation
  • Custom layouts
  • Custom touch controlled gestures and actions
  • Native feature support
  • Customer-level features
  • Customer portal
  • 3 portal users
  • Website embed/permalink
    • For less than 10 employee licenses- 50 website embed/permalink
    • For 10 or more than 10 employee licenses- 250 website/permalink
  • Payment gateway
  • Custom integrations
  • External calls
    • For less than 10 employee licenses- 500 calls/employee license/day
    • For 10 or more than 10 employee licenses- 2,500 calls/employee license/day
  • Developer API
    • For less than 10 employee licenses- 1,000/employee license/day
    • For 10 or more than 10 employee licenses- 5,000 employee license/day
  • In-built integrations
  • Zoho integrations
    • Docs
    • Books
    • Chat
    • Connect
    • CRM
    • Desk
    • Invoice
    • Recruit
    • Reports
    • Billing
  • Other integrations
    • PayPal
    • Box
    • Dropbox
    • Google Drive
    • OneDrive
    • Wordpress
    • iCal Feed
    • Intuit Quickbooks
    • Salesforce
    • Google Calendar
  • Additional features for organization with more than 10 employee licenses
  • SAML authentication for portal logins
  • Custom domain for portal
  • 250 customer portal permission set/ app
  • Download and publish rebranded mobile apps

Creator V8 FeaturesV6 FeaturesV5 Features

  • Essentials
  • Unlimited apps
  • Design apps for the web, mobile, and tablet
  • Form builder
  • Report builder
  • Sharing
  • Themes and layouts
  • Zoho Creator app for iOS/Android
  • Data collection and administration
  • Basic fields
  • Advanced fields
  • AI fields
    • 30 prediction fields
    • Unlimited other AI fields
  • File storage - 5GB/employee license
  • Unlimited records (or 25,000/employee if less than 10)
  • Export
  • Schema builder
  • Record comments
  • Offline access on mobile app
  • Widgets
  • Notification and schedules
  • Email notifications - 500/employee license/day
  • Schedules - 500/employee license/month
  • SMS
  • Push notification
  • Workflow builder
  • Workflow rules and actions
  • In-built approval
  • Deluge scripting - 10,000 statements
  • Cloud functions
  • Organization-level features
  • Multi-language support
  • Manual backup
  • Audit trail
  • 50 permission sets/app
  • 250 roles/app
  • Developer sandbox
  • Scheduled backup
  • Domain restriction
  • 50 sender emails
  • Domain authentication-2 domains
  • Customization for iOS/Android devices
  • App themes
  • Custom navigation
  • Custom layouts
  • Custom touch controlled gestures and actions
  • Native feature support
  • Customer-level features
  • 50 website embed/permalink
  • Payment gateway
  • Customer portal
  • 3 portal users
  • 50 customer portal permission sets/app
  • Custom domain for portal
  • Custom integrations
  • External calls - 500/employee license/day
  • Developer API - 1,000/employee license/day
  • In-built integrations
  • Zoho integrations
    • Docs
    • Books
    • Chat
    • Connect
    • CRM
    • Desk
    • Invoice
    • Recruit
    • Reports
    • Billing
  • Other integrations
    • PayPal
    • Box
    • Dropbox
    • Google Drive
    • OneDrive
    • Wordpress
    • iCal Feed
    • Intuit Quickbooks
    • Salesforce
    • Google Calendar

Analytics

  • Essentials
  • Records/Rows
    • The total number of data rows that you can have in your account. Rows stored in all your tables are counted.
    • You can also purchase extra rows as an add-on.
        -  5 million + addition of 100k/employee (Maximum of 50 million rows)
  • Reports & dashboards
    • The number of reports and dashboards that can be created in your Zoho Analytics account
    • A Report is a collective term that refers to a chart, pivot table, tabular or summary view in Zoho Analytics.
    • A Dashboard is a collection of reports embedded in a single page.
    • It provides a snapshot view of your key business data for quick and easy data analysis/visualization.
        -  Unlimited
  • 75+ visualization options
    • Wide variety of options available to visualize your data
    • Multi-tabbed, themed dashboards, with numerical and chart type KPI widgets.
    • Charts including line, bar, pie, scatter, area, bubble, web, geo map, word cloud etc.
    • Themed pivot views, summary views, tabular views.
  • Pre-built reports
    • Readymade reports for popular business apps.
    • 100+ reports with each business app connector.
    • No need to create new reports from scratch.
    • Provides you with immediate ROI.
  • Workspaces
    • Number of Workspaces that can be created in your account
    • Workspaces enable you to logically group the data you load, reports and dashboards you create, and users you collaborate with.
        -  Unlimited
  • Data integration & preparation
  • Cloud drives
    • Upload data from cloud drive vendors and set up automatic synchronization
    • Upload directly from Zoho Docs, Google Drive, Box, Dropbox and Microsoft OneDrive.
  • Files & feeds
    • Upload data from flat files and web feeds
    • From flat files like CSV, TSV, Excel, HTML, TXT, JSON etc.,
    • From authenticated and unauthenticated Web URLs and feeds.
    • Automatic, scheduled import of data can be done.
  • Databases (cloud and on-premises)
    • Analyze data from a wide range of popular databases, installed in your local network, or on the cloud.
    • Upload data from local databases like Microsoft Access, Microsoft SQL Server, MySQL, Oracle, PostgreSQL, Sybase, SQLite, DB2, etc.
    • Connect and synchronize data from databases hosted in Microsoft SQL Azure, Amazon Redshift, Amazon RDS, Google CloudSQL, Heroku etc.
    • Automatic and scheduled import of data can be done.
  • Data warehouses & data lakes
    • Connect and analyze data stored in data warehouse and data lakes in cloud or in your local network.
    • Connect to data lakes or data warehouses such as Amazon Redshift, Snowflake, Databricks, Microsoft Azure Synapse, Oracle etc.,
    • Setup Live/Direct connect to the source without moving data from your source.
    • Periodic Synchronization is also supported
  • Streaming dataset
    • Analyze streaming data in real-time.
    • Analyze streaming data from sources like IoT and stored in Google PubSub.
    • You can use Zoho Analytics API too, to analyze it.
  • Relational databases
    • Analyze data from a wide range of popular relational databases
    • Databases can be in your local network. Upload data from databases like Microsoft Access, Microsoft SQL Server, MySQL, Oracle, PostgreSQL, Sybase, SQLite, DB2, etc.
    • Automatic and scheduled import of data can be done.
  • Cloud databases
    • Analyze data from popular databases on the cloud
    • Connect & Synchronize data from databases hosted in Microsoft SQL Azure, Amazon Redshift, Amazon RDS, Google CloudSQL, Heroku etc.
    • Automatic, scheduled import of data can be done.
  • Import from email
    • Import data into Zoho Analytics by just sending an Email
    • The data can be sent as an attachment.
    • Data from flat files like CSV, TSV, Excel, HTML, TXT, JSON etc., can be imported.
  • Business app connectors
    • Import and analyze data from popular business apps
    • Easy configuration and set up in a few clicks.
    • 100+ pre-built reports and dashboards for each connector.
        -  50+
  • Import schedulesThe total number of data imports that you could schedule periodically from web URLs (website links) or feeds    -  Unlimited
  • Data refresh rate
    • Sync data automatically with Zoho Analytics at regular intervals.
    • Frequently auto-sync data, based on your needs.
        -  Hourly
  • Multiple schedule for connection
    • Set sync schedules at different intervals for different tables.
    • You can sync data at different time intervals for each table. Each sync schedule need not be run for all tables together everytime. For example, Sales, Help Tickets tables can be updated hourly, and Invoices, Inventory tables can be updated once daily.
    • This is applicable for non-business app connectors.
  • Data snapshots
    • Record and track historical data at specific points of time
    • A Data Snapshot records a report's data at specific instances of time.
    • For example, a Data Snapshot can record the number of Leads (Cold, Warm, Hot) at 11:59 pm everyday, and you can know the trend over time.
  • Query tables
    • The total number of SQL Query Tables that can be created in your account
    • Query tables help in creating powerful and flexible reports with SQL (Structured Query Language) queries.
        -  500
  • Formula engine
    • Derive your own metrics using a powerful formula engine
    • Easy to use formula engine with a wide variety of inbuilt mathematical and statistical functions.
  • Advanced data preparation
    • Prepare, cleanse, transform, and enrich your data using Zoho DataPrep, right from within Zoho Analytics seamlessly.
    • Connect and cleanse data from multiple sources.
    • Analyze and improve your data quality.
  • Data pipeline
    • Create data pipelines using a drag-and-drop visual builder
    • Build visual pipelines for your entire data preparation process without complex coding.
    • Streamline your data transformation by running your pipelines either manually or on automatic schedules.
  • Business app connectors
  • Sales
    • Advanced Analytics for Sales apps
    • Data from sales apps will be automatically synchronized into Zoho Analytics.
    • Offers 100+ insightful sales analytics reports & dashboard by default.
    • Easily create your own insightful reports & dashboards on any CRM data.
    • Zoho CRM
    • Zoho SalesIQ
    • Bigin
    • Salesforce CRM
    • Microsoft Dynamics CRM
    • HubSpot CRM
    • Exact Online, and more
  • Marketing
    • Advanced Analytics for Marketing apps
    • Data from marketing apps will be automatically synchronized into Zoho Analytics.
    • Offers 100+ insightful marketing analytics reports & dashboards by default.
    • Easily create your own insightful reports & dashboards on any marketing apps data.
    • Zoho Campaigns
    • Mailchimp
    • Zoho Survey
    • SurveyMonkey
    • Alchemer
    • Google Analytics
    • Google Ads
    • Bing Ads
    • Facebook Ads
    • LinkedIn Ads
    • Eventbrite
    • Semrush, and more
  • Finance
    • Advanced Analytics for Finance apps
    • Data from finance apps will be automatically synchronized into Zoho Analytics
    • Offers 100+ insightful sales analytics reports & dashbord by default.
    • Easily create your own insightful reports & dashboards on any financial data.
    • Zoho Finance (Books, Invoice, Billing, Inventory, Expense)
    • QuickBooks (Online and Desktop)
    • Xero
    • Stripe
    • Exact Online
  • e-Commerce
    • Advanced Analytics for e-Commerce
    • Data from your e-Commerce accounts will be automatically synchronized into Zoho Analytics for analysis & reporting.
    • Offers 50+ default reports and dashboards capturing key & essential e-Commerce metrics.
    • Users can easily create their own ad hoc reports & dashboards.
    • Shopify
    • Zoho Commerce
    • WooCommerce
  • Project management
    • Advanced Project Management Analytics
    • Turn your raw project management data into meaningful insight.
    • Dissect it by projects, priority, and timeline.
    • Zoho Projects
    • Zoho Sprints
    • Zoho BugTracker
    • Jira Software Cloud
    • Teamwork Projects
    • Smartsheet
  • HR & Recruitment
    • Analytics for HR apps
    • Data from HR apps will be automatically synchronized into Zoho Analytics for analysis & reporting.
    • Offers 50+ default reports and dashboards capturing the essential HR metrics.
    • Users can easily create their own ad hoc reports & dashboards.
    • Zoho People
    • Zoho Recruit
  • IT & help desk
    • IT and help desk analytics
    • Data from IT or helpdesk app is automatically synchronized with Zoho Analytics.
    • More than 75 pre-built, valuable reports and dashboards for each app.
    • Users can further create and share unlimited ad hoc reports and dashboards.
    • Zoho Desk
    • Zendesk
    • Freshdesk
    • Teamwork Desk
    • ManageEngine ServiceDesk Plus (On-demand and On-premise)
    • ManageEngine SupportCenter Plus
    • Site24x7
  • Social media
    • Social media analytics
    • Facebook users can easily analyze their page and Ads data with Zoho Analytics.
    • Offers 50+ insightful reports & dashboards by default.
    • Create your own insightful reports & dashboards on Facebook data.
    • X (Twitter) Analytics
    • X (Twitter) Competitive Analytics
    • Facebook pages
    • Facebook Competitive Analytics
    • Instagram
    • YouTube channels
    • LinkedIn pages
  • DSML
    • Analyze data from Data Science and Machine Learning (DSML) platforms
    • Connect and analyze data from Dataiku, a DSML platform.
    • Dataiku
  • Premium connectors
    • Connectors for ERP customers.
    • Connect, analyze your ERP data and get actionable insights.
    • Take advantage of the 100+ pre-built reports and dashboards that come with each ERP connector.
    • Oracle Netsuite
    • Odoo
    • Exact Online
    • Microsoft Dynamics 365
  • Zoho Creator
    • Analytics for Zoho Creator apps
    • Data from Zoho Creator apps get automatically synchronized into Zoho Analytics for analysis & reporting.
    • Users can easily create their own ad hoc reports & dashboards.
  • AI powered advanced analytics
  • Predictive analytics
    • Predict upcoming trends
    • Make use of custom forecast models.
  • What-if analysis
    • Simulate complex scenarios, and find optimal business outcomes
    • Study how data points change as you change the influencing factors.
  • Auto analysis
    • Auto-generate reports and dashboards
    • Generate reports and dashboards on any data automatically, on a click of a button.
    • Modify, add, delete, anfd save auto-generated reports.
  • Conversational analytics
    • Hold conversations with our smart AI assistant, with Ask Zia
    • Type out your questions, and see Zia come up with suitable answers in the form of reports and KPI widgets.
  • Zia insights
    • Instant insights provided by our smart analytical assistant, Zia
    • Automated and instant insights narrated by our smart AI assistant Zia, on any report or dashboard.
    • Zia is built over AI (artifical intelligence), ML (machine learning), and NLP (natural language processing) technologies.
  • Cluster analysis
    • Analyze your data by grouping it as clusters
    • Group similar data points based on certain factors or similarities across multiple measures and dimensions, to form clusters.
    • Zoho Analytics uses K-means, K-modes, and K-prototypes machine learning algorithms for cluster analysis.
  • Anomaly detection
    • Flag outliers in your data by deploying robust ML algorithms and statistical models
    • Identify events or data points that exhibit a significant deviation from the standard or expected behavior.
    • Zoho Analytics uses ML algorithms like RPCA (Robust Principal Component Analysis) and various statistical models for detecting anomalies.
  • Open AI integration
    • Get help from OpenAI's ChatGPT through Zia
    • With ChatGPT, find and import public data sets, create SQL queries and formulas, get synonyms for column names.
  • Data alerts
    • Stay up-to-date with data alerts
    • Total number of active data alerts that can be set across all workspaces in your account.
    • Contextual data alerts let you know of any anomalies or achievements of your key business metrics as they happen.
        -  100
  • Collaboration
  • Export visualization & dashboard
    • Export and save your visualizations and dashboards to your desktop
    • Save your visualizations and dashboards as image, html, pdf.
    • Email them to your colleagues and clients, or print them.
  • Analytics portal
    • Create customized, branded portals.
    • Purpose built analytics portals for your users.
    • Embed interactive dashboards using our site builder, Zoho Sites.
        -  1 New
  • Make public
    • Make reports and dashboards public
    • Reports can be made public for wider consumption. Reports made public would be visible for everyone without login.
  • Private links
    • Generate private URLs for your reports & dashboards
    • Users accessing these URLs need not have a Zoho Account.
    • Not highly secure, as it's generated based on a random key, hence can be accessed by anyone who knows the URL. Useful for embedding reports in web applications/pages.
        -  100
  • Schedule emails
    • The total number of active Email Schedules that you can have in your account across all databases
    • Zoho Analytics Emailing feature allows you to email reports and dashboards immediately or schedule them for periodic mailing.
        -  100
  • Commenting
    • Leave contextual comments in reports
    • Hold meaningful conversations over a report.
  • Zoho Cliq integration
    • Enhance your communication with seamless integration.
    • Collaborate with your team or group members on analytics without leaving the platform.
    • Easily share your data visualizations with individuals or channels directly.
  • Slack integration
    • Share views to Slack, directly from within Zoho Analytics
    • Post Zoho Analytics views to Slack channel as files (csv, xls, pdf, or image).
    • Share Zoho Analytics views to Slack users as direct messages in the form of files (csv, xls, pdf, or image).
  • Data storytelling
    • Tell data stories to your audience.
    • Add rich data narratives to your reporting slideshows.
    • Basic feature allows you play your reports as slideshow. Advanced feature allows you to add data narratives to your slides and present.
        -  Advanced
  • Large screen display
    • Display reports on large screen TVs
    • Reports can be displayed on large screen TVs for team/company-wide viewing.
  • Mobile apps
    • iPad and Android apps for Zoho Analytics
    • Access your reports and dashboards on your iPad and Android tablets.
  • Governance & administration
  • Data security & encryption
    • End-to-end data encryption
    • Identify and mark columns as PII (personally identifiable information).
    • PII data columns stored with encryption at rest.
  • Organization admins
    • Organization Administrator role has almost all privileges in a Zoho Analytics organization as that of the Account Administrator (Owner of the account)
    • An account can have multiple Organization Administrators.
    • Organization Administrator can do all operations as Account Administrator, except deleting and renaming an Organization; and adding, activating, and deactivating other Organization Administrators.
  • Workspace admins
    • The Account Administrator can add multiple users as "Workspace Admins" for any Workspace in your account
    • Workspace Admins can do any operation in their Workspace as Administrators, except deleting the Workspace.
  • Custom roles
    • Create account level roles with customized set of permissions
    • Define fine-grained permissions for each custom role you create based on your specific needs. Associate users to the custom roles you created.
  • Groups
    • As the account administrator, you can add multiple groups
    • Each group consists of multiple users (email addresses).
    • Groups make it easy to share and collaborate with multiple users easily.
  • Backup
    • Set up a scheduled backup of your data in Zoho Analytics
    • Download backed up data as zip files.
  • Data sync & audit history
    • Keep track of data syncs and of data sources' audit history
    • Maintain a complete record of successful, partially successful, and failed data syncs.
    • Track user and system actions, like information about the administrators who performed the actions, and the times when the actions occurred.
  • Access logs
    • Keep track of users accessing your account
    • Monitor who has accessed the views in your account, when, from where, and from which device.
    • Know how often each view type is being accessed.
  • Activity logs
    • Keep track of all user activities or actions done in your account
    • Track actions including data imports, report creation, sharing, workspace creation, data updates, view changes and many more.
    • Together with Access logs, this feature will be useful for tracking security compliances like GDPR, etc.
  • Extensibility
  • Logo rebranding
    • Rebrand your workspaces with your own logo
    • Show/Hide "Powered By Zoho Analytics" message while embedding reports.
  • Export as template
    • Copy a set of views as a template
    • Export a set of views together and store as a template file.
    • Use templates to duplicate similar reports across Workspaces.
  • Client SDKsCustomize the look-and-feel and interactive actions of your embedded reports, using our Software Development Kit (SDK)
  • Custom connectors
    • Develop advanced analytics connectors for niche business apps
    • Develop your own Zoho Analytics to business app connectors using our low code platform.
    • You can list these custom connectors in Zoho Marketplace and monetize them.
  • Zoho Flow integration
    • Zoho Analytics made extensible by Zoho Flow integration
    • Connect to 500+ business apps with Zoho Analytics through Zoho Flow
    • Connect to 500+ business apps with Zoho Analytics through Zoho Flow
    • Write workflow rules and trigger actions in third-party apps through Zoho Flow.
  • REST APIs for integration
    • Rich set of REST-style Web APIs
    • APIs to import/add/modify/delete data, share reports, export reports and do much more. Offers client libraries in Java, Python, and other popular languages.
    • Plan based usage metering is applicable.
  • API units
    • The total number of API units that can be used in a day
    • It is based on the type of API methods/actions that are invoked from your external application. You can buy extra API units too.
        -  100,000/day

DataPrep

  • Essentials
  • Rows processed per monthThe total number of data rows processed in your organization in a month.    -  5M + addition of 100K/employee (Maximum of 100 million rows) Addition of 100K per employee is capped at 100M rows. You can also purchase extra rows as an add-on.
  • Data sources
    • Data sources
    • You can choose from 50+ data sources including local databases, cloud databases, FTP servers, cloud storage services, and business applications.
        -  Unlimited
  • Data destinations
    • Data destinations
    • You can choose from 30+ destinations including files, cloud storage services, cloud databases, and BI tools.
        -  Unlimited
  • Audit retentionStore the raw and processed data of the previous months for audit purposes.    -  6 months
  • Unlimted data sourcesYou can add these data sources any number of times to your pipeline. Learn more
  • Files: CSV, JSON, XLS, etc.,Import files of various formats including CSV, TSV, JSON, HTML, XLS, XLSX and XML.
  • URLs
    • Import data from URLs and REST APIs.
    • Import data of various formats such as CSV, TSV, JSON, HTML, XLS, XLSX, and XML files.
  • FTP serversImport data files from FTP servers.
  • Local databases
    • Import data from a wide range of databases
    • Databases can be in your local network.
    • Import data from databases like MS SQL server. Oracle, PostgreSQL, My SQL, DB2, and more.
  • Cloud databases
    • Import data from popular databases on the cloud
    • DataPrep supports data import from cloud databases such as Amazon Redshift, Amazon RDS, Snowflake, Microsoft Azure, Google Cloud SQL, Amazon Athena, Oracle Cloud, IBM Cloud, Heroku, Rackspace Cloud, Panoply, and more.
  • Cloud storage services
    • Import data from cloud drive vendors
    • DataPrep supports cloud storage services such as Google Drive, Dropbox, Microsoft OneDrive, and Amazon S3.
  • Zoho AnalyticsTighter integration with Zoho Analytics enables seamless import of data into your organization in Zoho DataPrep.
  • Zoho CRMUsing the Zoho CRM connector, bring data from Zoho CRM to DataPrep for cleansing, transformation and enrichment of your sales data.
  • Zoho CreatorUsing the Zoho Creator connector, bring data from Zoho Creator to DataPrep for cleansing, transformation and enrichment of your application data.
  • Zoho BiginUsing the Zoho Bigin connector, bring data from Zoho Bigin to DataPrep for cleansing, transformation and enrichment of your sales data.New
  • SalesforceUsing the Salesforce connector, bring data from Salesforce to DataPrep for cleansing, transformation and enrichment of your sales data.New
  • Data modeling
  • Automatic data modelingAutomatically identify data types and data patterns in your data.
  • Outlier and anomaly detectionAutomatically identify outliers and anomalies in your data.
  • Pattern analysisIdentify data patterns and analyze them using Zoho DataPrep's own pattern language.
  • Data profilingDataPrep analyzes your data during import and profiles data using histograms, charts, and other data visual representations.
  • Custom data types
    • Custom data types are used to validate organization-specific data
    • Includes examples such as employee ID, invoice ID, shipment tracking ID, or asset ID.
    • Creating custom data types lets you set a standard for your organization-specific columns in your data.
  • Data transformation & blending
  • Join and unionJoin and append data from multiple sources based on common columns.
  • Data quality analysisMeasure and improve the quality of your data with real-time data quality shown for each column and for the dataset as a whole.
  • Formula engineUse 250+ functions and formulas in Zoho DataPrep for advanced data transformation.
  • Data deduplication
    • DataPrep helps you identify and remove duplicate records in your data.
    • You can remove specific duplicate rows using advanced matching conditions.
  • Pivot
    • Pivot
    • Pivot operation distributes data for easy consumption. It spreads out the data in long, winding tables by converting categories in rows into columns.
  • Unpivot
    • UnpivotUnpivot converts columns to rows. Unpivot is useful in reshaping data and exporting to analytics software for creating reports and dashboards.
  • Fill empty cellsFill empty cells using different options including most frequent value, custom values, and custom-written formulas and functions.
  • Full text searchDataPrep supports full-text search on your data across columns in your dataset.
  • Intelligent suggestionsDataPrep auto-suggests operations based on the imported data and enables effective data preparation. This includes column-specific and filter-specific advanced suggestions.
  • Data lineage
    • Track every change made to your data
    • Each transform applied on the dataset is tracked as a rule and can be rolled back, or edited at any point in time.
    • You can even save rules as a template and share them with other users, or apply them across stages.
  • AI-powered dataprep
  • Ask ZiaSimply input your data preparation needs in natural language, and Ask Zia - the data preparation copilot, will generate the required data transforms instantly.New
  • Transform by exampleTransform by example allows you to easily modify data in any column by providing output examples. It handles text, date, and numerical data with complex extractions, formatting, and calculations.
  • Chat formula builderSimplify formula creation with natural language, quickly derive columns without needing to learn functions or syntax, and save time for analysis and other tasks.
  • Dataset finderEasily discover public datasets and generate sample data by request. Use Dataset Finder to create datasets tailored to your needs, blend them with first-party data, and leverage synthetic data for analysis or experimentation.
  • Sentiment analysisAnalyze the sentiment of the text values in your data using the sentiment analysis transform powered by our machine learning engine.
  • Language detectionDetect the language of the text in your data using the language detection transform powered by our machine learning engine.
  • Keyword extractionExtract keywords from text data using the keyword extraction transform powered by our machine learning engine.
  • Unlimited data destinationsYou can add these data destinations any number of times to your pipeline. Learn more
  • Files: CSV, JSON, XLS, etc.,
    • Export data files in various formats
    • Formats include CSV, TSV, JSON, HTML, XLS, XLSX, and XML files.
  • Cloud databases
    • Export data to popular data warehouses on the cloud
    • Export to various cloud databases including Amazon Redshift, Amazon RDS, Snowflake, Microsoft Azure, Google Cloud SQL, Amazon Athena, Oracle Cloud, IBM Cloud, Heroku, Rackspace Cloud, Panoply, and more.
    • You can also set up automated data export schedules to these destinations.
  • Cloud storage services
    • Export data to cloud storage services
    • Export to cloud storage services such as Google Drive, Zoho WorkDrive, Dropbox, Microsoft OneDrive, and Amazon S3.
    • You can also setup automated data export schedules to these destinations.
  • Zoho AnalyticsTighter integration with Zoho Analytics enables seamless export of data from Zoho DataPrep to your organization in Zoho Analytics.
  • Zoho CRMSeamlessly export prepared data from Zoho DataPrep to your organization in Zoho CRM.
  • Zoho CreatorSeamlessly export prepared data from Zoho DataPrep to your organization in Zoho Creator.
  • Target matching
    • Set target to your data pipeline
    • Target matching allows you to set a target and align the prepared data to match with your target before running data pipelines.
    • You can match the column structure, formats, and data types of the data prepared with the target.
    • This helps you ensure high data quality and seamless exporting of data to your destination.
  • Audit & scheduling
  • Automated data pipelines
    • Set up automated data pipelines
    • Create unlimited end-to-end automated pipelines from multiple data sources to BI tools, databases, cloud storage services, and business applications.
  • Monitoring data syncAdvanced monitoring of data flow using data pipeline views.
  • Operations history
    • DataPrep maintains audit for all changes on your data during pipeline schedules
    • You can view audits in a timeline fashion along with user information, the changes made to your data, and the timestamp.
  • Sharing & collaboration
  • Sharing and access controlsShare data assets such as workspaces, pipelines, pipeline templates, and ruleset templates with users and groups in your organization securely.
  • User groups
    • Create user groups
    • Each group can consist of multiple users from your organization.
    • Groups make it easy to share and collaborate with multiple users in your organization.
  • Organization admins
    • Organization admins
    • An organization can have multiple Organization admins. You (Account admin) can add Organization admins to your Zoho DataPrep organization to create workspaces and manage your organization.
    • The organization admin role has almost all the privileges as that of the Account Admin except subscription-related permissions for your organization.
    • Organization admins cannot delete or rename your organization; and cannot add, activate, or deactivate other Organization admins.
  • Data catalog
    • Data catalog enables you to effectively manage your data assets.
    • Certify data readiness for consumption
    • Organize for easy findability using tags, global faceted search, and more.
  • Mark data as ready-to-useMark pipelines ready for use after they are prepared and available for consumption.
  • TagsYou can associate tags to entities such as workspaces and pipelines to identify, classify, or group them. You can also use tags as labels to quickly search for your entities in DataPrep.
  • System-wide search powered by ZiaZia, Zoho's AI assistant for business is integrated with Zoho DataPrep to perform a global faceted system-wide search on your data.
  • Extensibility
  • Logo rebrandingRebrand your organization in Zoho DataPrep with your own logo.

Flow

  • Limits
  • Flow unlimited
  • 3,000 tasks/organization/month and 1,000 tasks/employee/monthA successful execution of an action in a flow counts as a task.
  • Polling frequency - 5 minutesThe frequency at which a flow's trigger checks for new events (only applicable for triggers using polling mechanism).
  • History - 90 days
  • Cloud integrations
  • Base apps
  • Webhook triggersStarts your flow based on data updates received from an application that supports outgoing webhooks.
  • URL triggersChecks a URL periodically and triggers flows based on its response.New
  • RSS triggersStarts a workflow when new data is added to a specified RSS or Atom feed.New
  • Email triggersParses incoming emails to trigger a workflow.New
  • Premium apps
  • On-premises integrations New
  • On-prem agent
  • On-prem appsPopular on-prem apps such as Service Desk Plus, AD Manager Plus and PAM 360.
  • SQL databases
  • Command line and script executionExecute commands and scripts (VBScript, Python, PoweShell, etc.) locally and remotely.
  • Logic and utilities
  • Multi-step flows
  • DecisionCreate different execution paths based on set conditions.
  • Error branchHandle errors and execute a sequence of tasks when an error occurs.
  • Custom functionsWrite your own code in Deluge and include it as a task in your workflows.
  • Send emailSend emails as part of your workflow logic.
  • DelayPause your workflow for a set interval or until a set time.
  • Set variableCreate new data and assign it to variables as part of your workflow logic.
  • Builder experience
  • Drag and drop
  • Auto arrangeArrange your workflow tasks automatically in the builder.
  • Test and debugTest your workflow and debugs any errors.
  • Undo and redoUndo and redo changes made to your workflow.
  • DraftsChanges to your workflow are saved as a draft until the flow is switched on.
  • Data mappingMap your data from one task to another, such as a trigger to an action or between actions.
  • VersionsKeep track of changes and deployments made to the workflow.
  • Troubleshooting
  • HistoryKeeps track of workflow executions, which is useful for debugging.
  • Support accessAllows our support team to access your org to help troubleshoot issues.
  • DevOps
  • Apply changesReview and deploy changes made to your workflows live.
  • Switch on/offSwitch a workflow on or off.
  • Manual rerunManually rerun failed executions.
  • Auto rerunLet Zoho Flow automatically attempt to run failed executions.
  • Organization, compliance & security
  • Audit trailKeep track of any interactions or changes made in the Zoho Flow platform, with an option to receive the logs right into your inbox.
  • Connection sharingShare your app connections with other members in your organization.
  • FoldersOrganize/categorize your flows in custom folders.
  • Restore deleted flowsRestore deleted flows for up to 90 days after the date of deletion.
  • Encryption at RESTSensitive connection parameters are encrypted in our database by default.
  • GDPRZoho Flow is GDPR-compliant. Learn more.
  • Multi-factor authenticationAccess your account with secure 2-step verification.
 
Sales - CRM >>
No. of Employees 
  • Zoho One
    • Zoho Directory
    • Application/Device Management
  • Sales
    • CRM
    • Sites
    • Bookings
  • Marketing
    • Campaigns
    • Survey
    • PageSense
    • Marketing Automation
  • Support
    • Assist
  • Productivity
    • Mail
    • Cliq
    • Projects
    • Connect
    • Learn
    • WorkDrive
    • Sign
    • Meeting
  • HR
    • Recruit
  • Business Process
    • Creator
    • Analytics
    • DataPrep
    • Flow

Zoho Directory feature limits

FeaturesDescriptionLimits
Document automation1000 default free credits/ organisation/ month + 50 free credits / employee license/ month credits
See all features

Application/Device Management feature limits

FeaturesDescriptionLimits
Device authentication1 device/employee license devices
See all features

CRM feature limits

FeaturesDescriptionLimits
Anomaly trends10 trends, additional 1 trend/employee license (max 50) trends
Data enrichment500 records/employee license, max of 50,000 records records
Custom modules100 custom modules or 25 modules + (additional 2 modules/employee licenses) modules
Email notifications5 email notifications/action, 500 emails/employee license or 25,000 emails/day (whichever is lower) emails and 5 email notifications
Webhooks1/action, 500,000 calls/day or 500 calls/employee license/day (whichever is lower) calls and 1 webhook/action
Data Storage1-200 users - 10GB (approximately 5 million records) + 50MB/employeeAbove 200 users - 15GB (approximately 7.5 million records) + 50MB/employee GB
File Storage1GB/organization and 1GB/employee license GB
APIs credits5,000,000 credits or 50,000 credits + (Number of employee licenses x 1000), whichever is lower credits
Functions400,000 credits (500/employee license) or 20,000 credits + (Number of employee licenses x 500), whichever is lower credits
Schedule reports20 schedulers/employee license or 100 schedulers/day, whichever is lower schedulers
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
See all features

Bookings feature limits

FeaturesDescriptionLimits
Workspaces3 workspaces/organization and 1 workspace for every 10th employee license workspaces
Resource calendars10/organization and 2/employee license resource calendars
See all features

Campaigns feature limits

FeaturesDescriptionLimits
ContactsPaid - 5,000/employee license contacts
Post campaigns1 account/social network/employee license accounts
See all features

Survey feature limits

FeaturesDescriptionLimits
ResponsesUp to 3 users (monthly plan): 7,000/monthFrom 4th user (monthly plan): 1,000/employee license/monthYearly plan: Unlimited responses
See all features

Pagesense feature limits

FeaturesDescriptionLimits
Monthly visitors30,000/employee license visitors
See all features

Marketing Automation feature limits

FeaturesDescriptionLimits
Leads5000 leads/employee license leads
See all features

Assist feature limits

FeaturesDescriptionLimits
Number of computers5/organization and 1/employee license computers
See all features

Mail feature limits

FeaturesDescriptionLimits
Storage50GB storage/employee license GB
See all features

Cliq feature limits

FeaturesDescriptionLimits
Storage100GB file storage/employee license GB
External channels5 external channels/employee license channels
See all features

Projects feature limits

FeaturesDescriptionLimits
Client users5/employee license client users
See all features

Connect feature limits

FeaturesDescriptionLimits
Online file storageUp to 50 employees - 100GBOver 50 employees - 2GB for every additional employee license GB
Guest users5 guest users/license​ guest users
See all features

Learn feature limits

FeaturesDescriptionLimits
Employee storage5 GB/ employee storage GB
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Workdrive feature limits

FeaturesDescriptionLimits
StorageUpto 10 employees - 5TB/orgOver 10 employees - 500GB/employee license additional shared storage TB
See all features

Sign feature limits

FeaturesDescriptionLimits
Complimentary credits50/employee/month, with a maximum limit of 2500/organization/month credits
See all features

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
See all features

Recruit feature limits

FeaturesDescriptionLimits
Workflow alerts300/employee license, max 10,000 workflow alerts
API1,000 APIs per employee license (10,000 min API calls/day and 30,000 max API calls/day) APIs
Free storage1GB for every employee license + 3 GB storage/org GB
See all features

Creator V8 feature limitsV6 feature limitsV5 feature limits

Creator V8 feature limits

FeaturesDescriptionLimits
Records250,000/employee records
File storage5GB/employee GB
Email notifications500/employee/day email notifications /day
Schedules600/employee/month schedules /month
Cloud Functions200 calls/employee/day(Maximum 20,000 calls/day) calls /day
External calls500/employee/day calls /day
Developer API1,000/employee/day APIs /day

Creator V6 feature limits

FeaturesDescriptionLimits
RecordsFor less than 10 employee licenses- 50,000 records/employee licenseFor 10 or more than 10 employee licenses- 250,000 records/employee license records
File storageFor less than 10 employee licenses- 5 GB/employee licenseFor 10 or more than 10 employee licenses- 25 GB/employee license GB
Email notificationsFor less than 10 employee licenses- 500/employee license/dayFor 10 or more than 10 employee licenses- 2,500/employee license/day email notifications
SchedulesFor less than 10 employee licenses- 600/employee license/monthFor 10 or more than 10 employee licenses- 3,000/employee license/month schedules
External callsFor less than 10 employee licenses- 500 calls/employee license/dayFor 10 or more than 10 employee licenses- 2,500 calls/employee license/day calls
Developer APIFor less than 10 employee licenses- 1,000/employee license/dayFor 10 or more than 10 employee licenses- 5,000 employee license/day APIs/day

Creator V5 feature limits

FeaturesDescriptionLimits
RecordsUnlimited records (or 25,000/employee if less than 10) Unlimitedrecords
File storage5GB/employee GB
Email notifications500/employee/day email notifications /day
Schedules500/employee/month schedules /month
External calls500/employee/day calls /day
Developer API1,000/employee/day APIs /day
See all features

Analytics feature limits

FeaturesDescriptionLimits
Records5 Million records/rows + addition of 100k/employee (Maximum of 50 million rows) rows
See all features

DataPrep feature limits

FeaturesDescriptionLimits
Rows5 Million rows processed per month + addition of 100K/employee rows
See all features

Flow feature limits

FeaturesDescriptionLimits
Tasks3,000 tasks/organization/month and 1,000 tasks/employee/month tasks
See all features