Zoho CRM Plus Complete Feature List
A list of all the features available to help you deliver the best customer experience
Download PDF- All Products
- CRM
- SalesIQ
- Desk
- Projects
- Campaigns
- Social
- Survey
- Analytics
- Marketing Automation
- PageSense
- Webinar
- Backstage
- WorkDrive
- Cliq
- Addons
CRM - Sales Force Automation
Sales Force Automation Availability
Leads
Accounts
Contacts
Deals
Sales Forecasting
Forecasts Based on Territories
Macros
Feeds
SalesSignals
Document Library
Activities
Reminders
Recurring Activities
Calendar Booking
Multiple Currencies
50 currencies
Social
Social Tab
Scoring Rules
50 criteria/module
Multiple Scoring Rule
5 rules/layout (50 criteria/rule)
Motivator for Zoho CRM
CRM ANALYTICS Availability
Standard Reports
Custom Reports
Unlimited
Schedule Reports
Maximum 200 schedules
Standard Dashboards
Custom Dashboards
Unlimited
Charts and KPIs
Anomaly Detector
20 trends Additional 2 trends/user license (max 100)
Zia Notification subscription for Anomaly Detector components
30 components
Comparator, Target Meter, Funnel and Zones
Cohort Analysis
25
Quadrant Analysis
Stage Component
MARKETING AUTOMATION Availability
Campaigns
Mass Email
2000/day/org
Custom Email Templates
Unlimited
Email Opt-out
Autoresponders
5 autoresponders
Schedule Mass Email
10/module
ZIA Availability
Prediction builder
20/org
Zia scoring
Recommendation builder
10/org
Email Intent
Email Sentiment
Email Emotion
Email Activity Extraction
Enrichment from Emails
CNS (consecutive negative sentiment)
Email summary
Email - Sentence Auto complete
Call transcription
Call sentiment
Call intent
Call emotion
Call Summary
Data Enrichment
2000 records/user license Max of 50000 records
Next Best Experience
Zia for forecast
Voice of the customer
Zia Vision - Image matching
20/org
Churn Prediction
20/org
Competitor alert
Strategy Influencer
6/org
Best time to contact
Record owner suggestion
Similarity recommender
10/org
Zia Notifications
Workflow rule suggestion
Workflow email duplicate alert
Anomalies in workflow rule
Ask Zia
Macro suggestion
Zia Reminder
Prediction analytics
Recommendation analytics
Best time to contact analytics
INVENTORY MANAGEMENT Availability
Products
Price Books
Quotes
Sales Orders
Invoices
Vendors
Purchase Orders
Inventory Templates
CPQ Availability
Product Configurator
Total number of product configurations
100
Number of "selected" items you can create a rule for
20
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 rule
50
Price Rules
Total number of price rules
100
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 flows
100
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 Availability
Cases
Solutions
Web-to-Case Form
100 forms/module
Notify Owner
Case Escalation Rules
DATA ADMINISTRATION Availability
Admin Tools for configuration management
Email opt-out
File Storage (for Org.)
5GB plus 1GB/user license
Additional File Storage (for Org.)
$60
/month for 5GB
Data Storage (1-200 users)
10GB (5 Million records approx)
Additional Data Storage (1-200 users)
$4
for 100MB /month
Data storage (> 200 users)
30GB (15 million records approx)
Additional Data Storage (> 200 users)
$2
for 100MB /month
Default Data Storage per user license
100MB
Import Data
50,000/batch
Data Import - Clone option
Data Import - Skip and Overwrite option
50,000 records/batch
Merge Duplicates - Find & Merge Option
Merge Duplicates - Deduplicate Option
Import History
Past 60 days
Export Module Data
200,000 records/module, upto 1000 exports per day
Free Data Backup
4 data backups/month
Data Backup
$12
/request
CRM Variables
11 groups + 25 entry/group
SECURITY MANAGEMENT Availability
Profiles
200
Roles
500
Reporting Hierarchy
Territory Management
250
Groups
250
Field-Level Security
Custom Links
50 links/module
Default Data Sharing Settings
Public Read Only (in Default Data Sharing Settings)
Data Sharing Rules
100 rules per module (Up to 15 criteria-based sharing rules)
Audit Logs
Allowed IPs
Record Sharing
Data Encryption
20 fields/module
GDPR Compliance Settings
HIPAA Compliance Settings
PRODUCT CUSTOMIZATION Availability
Customization Features
Home Page Components
20
Organize Tabs
Rename Tabs
Group Tabs
50 groups
Custom Modules
50 modules + (additional 5 modules/user license) [Max limit: 500 custom modules]
Layout Editor
Page Layouts
6 layouts/module (Note: Not applicable for Activities module)
Layout Rules
10/layout
Record Locking Configuration
5 rules/module
Validation Rules
25/layout (Using Functions: 5/layout)
Subforms
5/module
Subform fields
25/subform in a layout
Email Address Duplication Check
Custom Fields
500 fields/module (Note: Activities module has only 230 fields)
Unique Fields
2 fields/module
Picklist History Tracking
Color Coding Picklists
10 picklist fields/module
Global Sets
25 sets/org,15 picklists/global set, 7 picklists/global set/module, 1000 picklist values/global set
Standard List Views
Custom List Views
Unlimited
Records in List Views
100
Smart Filter
10
Kanban View
10
Chart View
5
Modify Criteria Pattern
Last Activity Time in Criteria
Custom Related Lists
10/module
Customize Search Layout
Customize Related Lists Columns
Custom Buttons
250/module
Personal Fields
30 fields/module
Web Tabs
50
Copy Customization
Wizards
25 (5 per module)
Multiple Sales Pipeline
50
Customize User Layout
50 custom fields
Domain Mapping
Kiosk Studio
10 kiosks
Canvas
List View
50 views/module
Detail View
25 views/module
Canvas Rules
25 rules/module
Reusable components
25 components/org
Import/Export Canvas views
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 upto 5 Rich Text Fields)
Integer Fields
40
Number fields
40
Date Fields
50
Date Time Fields
50
Boolean (Checkbox)
80
Long Integer Fields
35
External Fields
15
Lookup Fields
10
Multi-select Lookup Fields
2
Lookup Filter
Fields of Lookup
5 fields/lookup field
User Fields
5
Record Image Field
File Upload Field
5
Auto-number Fields
1
Formula Fields
25
Multi-user Field
1
Image Upload Field
2
Rollup summary
15
Special Fields
Contact Role
Terms & Conditions
Tax Rates
PROCESS MANAGEMENT Availability
Blueprint
100 Blueprints (Includes the default Blueprints)
Clone Blueprint
Common Transition per Blueprint
25
Transition per Blueprint
300
Field Count During Transition
50
Approval Process
Review Process
10/module
Journey Builder
10 journeys /org (includes both active and inactive journeys)
PathFinder
1,00,000 record captures/day, and 2,00,000 transitions/day across all processes.
AUTOMATION Availability
Workflow Rules/org
2500 (maximum 2000 active)
Workflow Rules
150 rules/module (maximum 100 active) 10 conditions/rule
Scheduled Action
5 actions/condition
Workflow Usage
Tasks
5 tasks/action
Reminder for Workflow Tasks
Email Notifications
5 email notifications/Action, 1,000 emails/User License, 50,000 emails/Day (whichever is lesser)
Record Owner, Record Creator, Record Owner's Manager
Using Email field from the Module & Related Modules
Field Updates
5 field updates/action
Delete
Field Update
Create Record
Assign Record Owner
Workflow Convert
Execute Based on Date Field Value
Execute Based on Record's Score
Execute Based on Recommendation
Webhooks
1/action 1,000,000 calls/day or 1000 calls/user/day Limit applicable for the org. (whichever is lower)
Actions by Zoho Flow
Assignment Rules
50 rules/module & 100 rule entries
Assignment Thresholds
30 thresholds per module & 500 users per threshold
Functions
1 Instant Action and 5 Time-Based Actions per Rule
Custom Schedules
20 schedules/org
Marketing Attribution
Segmentation
5 (active or inactive) 20 (unpublished or draft)
Workflow Usage Report
Cadences
300 cadences, upto 25/module, maximum 20 email, 20 task, and 10 call follow-ups
WEBFORMS Availability
Forms for Leads/Contacts
100 forms/module
Approve Records
Auto Response Rules
Unsubscribe Links
10
Notify Record Owner
Webform Analytics
300,000 visits/month and 6 months of data for Analytics
Webform A/B Testing
10 webforms/module
EMAIL Availability
Email Integration (IMAP/POP3/Gmail API)
Email Insights
Organization Emails
500
BCC Dropbox
10 approved email addresses
Attachments in Email
10MB
Email Authentication
20 Domains
Email Parser
Email Association with Deals
Email Relay
20 domains
Zoho CRM for Office 365
Zoho CRM for Gmail Add-on
SalesInbox
INTEGRATIONS Availability
CRM Marketplace (Extensions for Zoho CRM)
50
Zoho Creator Integration
Integration with Online Meeting providers
Visitor Tracking Zoho SalesIQ Integration
Zoho Survey Integration
Survey Creation in Campaigns Module
Zoho Writer Add-on
Zoho Desk Integration
Zoho Projects Integration
Zoho Finance Suite Integration
Zoho PhoneBridge
Zoho Analytics Integration
Zoho Campaigns Integration
Zoho Forms Integration
Zoho Webinar Integration
Zoho Backstage Integration
Zoho Meetings Integration
Mail Merge Template (Plug-in for Microsoft Office)
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 Business
Google Chat Integration
GOOGLE WORKSPACE Availability
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
100/module
DEVELOPER HUB Availability
APIs (Max allowed credits)
Unlimited (2,000/user)
Functions - (Max allowed credits)
Unlimited (1,000/user license)
Client Script
Widgets
Connections
GENERAL Availability
Personal Settings
Company Logo and Theme
Fiscal Year
Business Hours
Portals
10,000 portal invites included for default portal (Contacts)
Sandbox
Business Card View
Calendar
Calendar Synchronization (CalDAV Access)
Advanced filters
Tags for Records
10 tags/record 200 tags/module
Sticky Notes
Translations
SalesIQ - Visitor Tracking & Sales Intelligence
BRANDING Availability
Company favicon
Company logo
FOR OPERATORS Availability
Roles and permissions
Chat volume per month
Unlimited
Departments
25 + (number of brand purchased x 3)
Proactive chat trigger rules
100
Chat routing rules
100
Visitor routing rules
25+number of operator licenses purchased (Max limit - 100)
Block IP
Profanity management
10 libraries
Smart suggestions
Chat translation
Tags
30
Chat transfer
Group chat with customers
Chat history
Unlimited
Concurrent chat limit
Chat queue
Brand-specific business hours
Department based email configuration
Email templates
Unlimited
Company profile enrichment using Zia
Operator chat monitoring
VISITOR INSIGHTS Availability
Live tracking dashboard
Monthly visitor tracking limit
200K
Lead scoring rules
100
Company scoring rules
100
CHATBOTS Availability
Custom chatbots
10
Answer Bot Zia
Hybrid chatbot
PEOPLE Availability
Visitors
Contacts
Company
Export People data
FOR YOUR CUSTOMERS Availability
Offline messaging
Visitor-side chat history
Chat reopening
Credit card masking
LIVE CHAT MEDIA Availability
File sharing
Voice note
Audio call
Screensharing
RESOURCES Availability
Articles
2000
FAQs
2000
Unanswered questions
Canned replies
5000
Small talks
10
Business terms
CHANNELS Availability
Website
Mobile app
Email Signature
Telegram
Instagram
Facebook Messenger
WhatsApp
LINE
CUSTOM TOOLS Availability
Widgets
50
Brand-specific widgets
5
Form controller
100
Admin webhooks
3
Data webhooks
10
REPORTS Availability
Daily - Scheduled
Weekly - Scheduled
Monthly - Scheduled
Real-time reporting
PLUGINS Availability
Wordpress
OpenCart
Joomla
Drupal 7
Drupal 8
OSCommerce
Cs-cart
Magento
WooCommerce
PrestaShop
Sharepoint
Facebook
INTEGRATIONS Availability
Zoho CRM
Zoho Desk
Zoho Booking
Zoho Checkout
Zoho Assist
Zoho Analytics
Zoho Campaigns
Google Translate
MailChimp
Zendesk
Salesforce CRM
ClearBit
Leadberry
Cloud telephony and PBX
OTHERS Availability
Desktop Apps
Operator Mobile App
Apple TV App
Desk - Customer Service Management
Ticket Management Availability
E-mail tickets
Comment in ticket
Private conversations in ticket
Spam tickets
Ticket history
Ticket resolution note
Ticket tags
50 / Ticket
Add resolution as KB
Customer Happiness Ratings
Suggested articles
Merge tickets
Split tickets
Clone ticket
Ticket timeline
Read / Unread tickets
Followers
Time entry
Approvals
Team ownership
Ticket sharing
Send as email
Mass reply
Scheduled reply
Parent-child ticketing
Agent productivity Availability
Quick Ticket View (Peek View)
Response Editor with rich text support
Advanced Search
Response Draft
Table View
Keyboard shortcuts
Agent queue
Teams queue
Search Facet
Snippets for Faster Response
Email Templates in Reply Editor
Work Modes
Keyboard Shortcuts
Review Ticket Replies
Gamescope for Agents
Agent idle timeout
Real time collaboration Availability
Real Time Updates in Ticket List & Detail View
Real Time Ticket Count in Starred Views
Team Feeds
Agent Collision Detection
Agent Collision Chat
Agent Collision Reply Avoidance
Customer Support Channels Availability
Email channel
100
Help center
Feedback widget
1 / department
Advanced webforms
20 / department
X (Twitter)
2 Brands
Facebook
2 Brands
Instagram
2 Brands
Community Forums
Telephony
Live Chat
INSTANT MESSAGING Availability
WhatsApp
Yes (Usage-based charges applied by WhatsApp )
Telegram
Instagram
Wechat
LINE
Dashboard
WhatsApp sandbox
Canned messages
Auto-responses
WhatsApp template messages
Ticket conversion
Embeddable options
Profanity management
Chat transfer
Notifications
Custom workflows
Chatbots in IM
Blueprints in IM
IM Webhooks in Desk
Customer Happiness ratings
Helpdesk automation Availability
Notification rules
Macros
30/Department
Supervise-Time-based reviews
30/Department
Workflow rules
30/Department/Module
Custom actions gallery in workflows
Custom functions in workflows
Schedules
10/ Department
Field watching
Contract and support plans
Ticket assignment rules Availability
Direct Assignment to Agents and Teams
30
Round-Robin Ticket Assignment by Load Balancing
15 / Department
Agent Specific Threshold in Round robin
Active skills
30 / department
Skill based ticket assignment
Round-robin sequential assignment
Advanced process management - Blueprints Availability
Active Blueprints
20/Department
Transitions per Blueprint
100
Common Transitions per Blueprin
5
Fields and Actions per Transition
30
State Level SLAs & Escalations
Dynamic transition owner
Transitions draft (Partial transitions)
Blueprint widget support
3 / transition
Strict mode controls
Strict mode controls
Custom Functions in Blueprints
Service level agreements (SLA’s) Availability
Number of SLAs
20/Department
Stop the SLA Clock (On Hold State)
Multi-Level Escalations
Customer Based SLA
Management in SLA
Helpdesk working hours Availability
Business hours
100
Holiday list
100
Helpdesk customization Availability
Custom email templates
Customize tabs
Customize form fields
Custom Views
Starred views
Custom fields
230 / module
Custom ticket status and status grouping
Field Dependencies
Teams
Ticket Templates
600 / department
Department Specific Layout
Multi lingual (Beta)
Custom lookup fields
5 / module and layout
Ticket Id customization
Layout rules
50 / department
Multi layout
20 / department
Custom modules
Regular expressions
Layout rules - 50 / department, Validation rules - 10 / department
PERSONALIZATION Availability
Helpdesk appearance - Night mode
Display screen settings
Display font control
Reply editor font controls
Reply button behaviour
Landing page settings
Reply - article auto suggestion
Default send behaviour
Multi-language support
Date & time format control
ARTIFICIAL INTELLIGENCE - ZIA Availability
Reply Assistant
Sentiment analysis
Ticket Auto Tagging
Anomaly services
Zia answer bot
Zia field predictions
Zia powered by chatGPT
Re-Branding Availability
Custom Domain Mapping
Multi Department Management Availability
Multiple department Support Tracking
50
All-department view of tickets
Department Based Signatures
Department Specific Product Handling
Help Center Availability
Private Knowledge Base for Agents
Article versioning
Public Knowledge Base
Community
ASAP
Text-to-speech in ASAP mobile SDK
Multilingual knowledge base
Community gamification
301 re-direction
Google Analytics Integration
Themes Gallery
CSS Customization
Custom Widgets
Answer Bot in ASAP
Live Chat in ASAP
Multi-brand Help Center
HTML Customization
GUIDED CONVERSATIONS Availability
GC flows
25 / department
Global variables
100 / portal
Session variables
100 / portal
Local variables
100 / flow
GC blocks
500 / flow
GC widgets
Agent widget - 1 / department
Customer widget - 5 / department
Flow metrics
Customer management Availability
Contact & Account Information Management
Private Notes for Contacts & Accounts
Dedicated Owners for Contacts & Accounts
Contact & Account Insights
230
Merge Contacts
Merge Accounts
Custom views for customers
Contact & account insights
Deduplicate Contacts & Accounts
Follow Contacts & Accounts
Contact to Product Association
Secondary contact (Cc's)
Contacts to Multiple Accounts
Activity Availability
Tasks
Events
Calls
Time Tracking Availability
Manual Ticket Time Tracking
Auto Ticket Time Tracking
Activity Time Tracking
Billing Preferences
Products Availability
Product Based Ticket Tracking
Associate Products to Contacts
Associate Products to Accounts
Dedicated Owner for Products
Custom Fields for Products
230 fields
Custom Views for Products
Analytics Availability
Agent dashboard
Predefined reports
Ticket overview dashboard
Ticket status dashboard
Customer happiness dashboard
Tickets stages
Custom Reports
Export Reports to CSV, XLS or PDF
Custom Dashboards
Headquarters Dashboard
Response, Resolution & FCR Dashboards
Knowledge Base Dashboard
Community Dashboard
Calls Reports and Dashboards
SLA Dashboards
Telephony Agent Availability
All Department Analytics (Global Reports and Dashboards)
Schedule Reports
100
Blueprint Dashboard
ZIA Dashboard
Telephony Availability
In-Product Call Notifications
Call-to-Ticket Conversion
Answer Over-The-Web
Answer Over-The-Phone
Call Logging
Call Transfer
Call Recording
Call Hold
Call Mute
Business Hours Configuration
Non-Business Hour Management
Call Queue Handling
Outbound Calls
Missed Call Management
Custom Greeting Configuration
Call Routing (Sequential & Simultaneous)
Call Waiting Message
Caller History
Voice Mail
Real-time Agent Availability
Call Reports and Dashboards
Fallback number
Spam call handling
Call summary
Multi-Level IVR
Agents and permissions Availability
Profiles
50
Roles
250
Field-level Access Control
Data Sharing
Add-ons & Integration Availability
SMS Add-on
Zoho translate
Zoho Assist
1 free user
Google Chat
Bigin
Zoho CRM
Zoho FSM
Zoho Analytics
Zoho Projects
Zoho BugTracker
Zoho Lens add-on
SMS add-on
Zoho Cliq
Zoho SalesIQ
Atlassian Jira
Slack
Zoho Books/Invoice
Zoho Inventory
Zoho Subscription
Zoho Flow
Zoho Campaigns
Salesforce
Zapier
Office 365
MS Teams
Zoho PageSense
Telephony and PBX
Zoho Marketplace for Zoho Desk Availability
Public Extensions
Extension starter pack
Private extensions
Custom actions via extensions
MOBILE APPS Availability
Radar app for Zoho Desk
Zoho Desk app
SECURITY Availability
IP range restriction (active directory)
CSP policy header
SSL certificate
Attachment controls
API dashboard
Single sign-on using SAML in helpcenter
User authentication (JWT) in ASAP
Federated login
DKIM/DMARC
ePHI field labeling
Field encryption
System field encryption
PRIVACY Availability
Anonymization of agent and customer
Data center location
DSR - Data Subject Requests
Read recipients
ACCESSIBILITY Availability
Highlight critical information
Underline links
Emphasis focus area
Animation controls
Reading mask
Zoom level adjuster
Screen reader
Keyboard focus navigation
Custom scrollbar
Developer Tools Availability
API
1,000,000 calls / day / org.
API Dashboard
API Usage matrix
API Usage alerts
Mobile SDK
Mobile SDK
10 Active
API
Data Administration Availability
Export Data
Import Data
30,000 / batch
Import History
Past 60 days
Data backup
1 full backup / month
Sandbox
Audit log
Data Migration Availability
Migration from other help desk
Projects - Project Management & Collaboration
Basics Availability
Projects
Unlimited
Storage Space
120 GB
Project Templates
30
Pages & Chat
All projects
Resources
Can be purchased as add-ons
User Hierarchy
Charts/reports Availability
Gantt charts
Across projects
Workload Report
Across Projects
Advanced Task / Issue Reports
Advanced
Core features Availability
Tags
Project Feeds
Task management
Document sharing
Import from MS Project
Calendar & Forums
Google Apps Integration
Project 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
Critical Path
Baseline
Multiple Baseline Support
Task Layout Rules
Project Custom Fields
155
Milestone Custom Fields
Task Custom Fields
255
Issue Custom Fields
120
Timesheet Custom Fields
55
Custom Profiles and Roles
Custom Domain
Web Tab
Teams
Issue tracker Availability
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 Availability
Zoho CRM
Zapier
Zoho Meeting
Zoho Sprints
Zendesk
Microsoft Teams
Office 365
Slack
ServiceNow
Zoho Invoice (For Invoice & Expenses)
Zoho Books (For Invoice & Expenses)
Zoho People
Dropbox
Zoho Flow
Zoho Directory
Zoho Desk
SharePoint
GitHub
BitBucket
GitLab
Gitea
Campaigns - Email Marketing
Design Availability
Basic template layouts
Pre-designed, responsive newsletter templates
Advanced
Drag-and-drop template editor
Template library
Email Marketing Availability
Campaigns Contacts
5000/user license
Unlimited emails
Email attachments
Chain campaign
Child campaign
A/B testing
RSS campaigns
Marketing calendar
Customizable header and footer
Remove Zoho Campaigns logo in footer
Reports and analytics
Contact Management Availability
Basic segmentation of contacts
Advanced segmentation of contacts
Bulk segments
Customizable signup forms
Customizable pop-up forms
Topics
Contact scoring and tags
Personalization Availability
Merge tags
Dynamic content
Email polls
Email Delivery and Deliverability Availability
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 check
Dedicated IP address
Available on a yearly basis
Email Marketing Automation Availability
Basic automated workflows
Advanced automated workflows
Built-in workflow templates
Account and User Management Availability
Users
Up to 20 users
Assign roles and privileges
Custom user roles
Campaign managerial approval
Email-sending policy
Workspaces
Ecommerce Email Marketing Availability
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 Availability
SMS marketing
Webhook Availability
Mailing-list-based notifications
Sent-campaign notifications
Developer API Availability
Campaign management
List management
Call back URLs
INTEGRATIONS Availability
Zoho CRM
Zoho Creator
Zoho Survey
Zoho Contacts
Zoho Invoice
Zoho Books
Zoho Recruit
Zoho Meeting
Zoho Commerce
Zoho Flow
Zoho Desk
Zoho Backstage
Zoho Bigin
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
Box
Wistia
HubSpot
MS Dynamics 365
Zendesk
WooCommerce
Social - Social Media Marketing
General Availability
Home Dashboard
Recent Posts
Notifications
Livestream
Create Custom Roles
Publishing and scheduling Availability
Multi-channel Publishing
Custom Scheduling
Drafts
Published Posts
Scheduled Posts
Unpublished Posts
Publishing Calendar
Alt Text
Image Editor
Bulk Scheduler
Repeat Posting
SmartQ
CustomQ
Pause/Resume Post
Audience targeting
RSS Feeds
20 Feeds
Custom video thumbnail
Schedule Retweets
Social Library
Image library
Cloudpicker
Canva Integration
UTM Parameters
Facebook Reels
Instagram first comment
Instagram carousel post
Instagram Stories
Instagram Reels
Tag Profiles on Instagram
Instagram Grid Preview
YouTube Shorts
Google My Business Events
Hashtag Groups
Trending Hashtags
Popular Posts
Post insights
Export posts
Discuss Posts
Zia - Generative AI Availability
Compose with Zia
Reply with Zia
URL Shortener Availability
zurl link shortner
Bit.ly shortner
Inbox Availability
Manage Interactions
Filters
Custom Views
Assignment Rules
Track Activities
View History of Interactions
Messages Availability
X Messages
Facebook Messages
Instagram Messages
LinkedIn Company Page Messages
Monitoring Availability
Monitoring dashboard
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
Connections Availability
Connections dashboard
Most Engaged
Recently Engaged
X Followers/Following
Profile Information Availability
CRM Leads
CRM Contacts
Mute/Block accounts
Connection interactions
Team Collaboration Availability
Collaborate dashboard
Workflow & approvals
Tagging discussions
Audio/Video call team member
Team member chat
Reports Availability
Reports dashboard
Advanced reports with data from last year
Published Post Stats
Custom Reports
Scheduled Reports
Export reports
Discuss reports
Zoho CRM Integration Availability
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 Integration Availability
Create tickets from social updates
Chat with Desk Owner
Desk Reports
Desk Info for Connections
Rule-based Ticket Generation
View Ticket IDs
Survey - Customer satisfaction Surveys
SURVEY CREATION Availability
Number of surveys
Unlimited
Questions per survey
Unlimited
Number of Responses (billed annually)
Unlimited
Number of Responses (billed monthly)
7000 responses/month
Label
Title
Number
In-mail Surveys
Create surveys on computers
Create surveys on tablets
iOS
Android
Easy Drag & Drop creation
Yes (with an easy to use touch interface as well)
Pagination
Redirect to a new page on submit
Right to left language support
Trash & restore surveys
Delete surveys
Duplicate surveys
Close or Deactivate survey
250+ Templates
DIFFERENT QUESTION TYPES & FIELDS Availability
Question Types
All
TEXT BASED QUESTION TYPES Availability
Number
Email
Short Answer
Long Answer
Multiple Textboxes
Full Name
Contact Information
Heading/Description
CHOICE BASED QUESTION TYPES Availability
Multiple choice (One answer)
Multiple choice (Many answers)
Dropdown (One answer)
Dropdown (Many answers)
Rating Scale
Star Rating
NPS (Net Promoter Score)
Slider Scale
Ranking
Boolean
Matrix Choice (One answer)
Matrix Choice (Many answer)
Matrix Rating Scale
Matrix Star Rating
Matrix Dropdown
Matrix Grid
Image Selection
MEDIA BASED QUESTION TYPES Availability
File Upload
Signature
QUESTION CUSTOMISATION Availability
Duplicate Survey Questions
Mandatory Questions
Answer Validation
Set Acceptable Input Formats
Set Maximum and Minimum Input Values
Scale Rating Ranges
Other Choice
Comments Field
Question Hint
Ask for the Respondent's Name
Add Pictures
Embed Call Link
Embed Videos
Insert Links
Mark Exclusive Answer Choices
Question Randomization
Answer Randomization
Redirect Links for Pictures
Upload GIFs
DIVERSE SURVEY LOGIC Availability
Question Display Logic
Page Logic
Disqualify Respondents
Prepopulation/Auto Fill
Piping Logic
Answer Display Logic
Custom Script Condition
DIFFERENT SURVEY PAGES Availability
Introduction Page
Terms and Conditions
Save and Continue Later
Survey End Page
Survey Over Quota Page
Survey Disqualification Page
Response Editing Restriction Page
IP Address Restriction Page
Closed Survey Page
SURVEY SETTINGS Availability
Carry Forward Choices
Scoring
Custom Variable
Respondent Variable
Timer
Document Merge
Survey End Page Logic
SURVEY DESIGN Availability
Predesigned Themes
Personalized Themes
Mobile-Friendly Themes
Tablet-Friendly Themes
Survey Font
Custom Backgrounds
Colour Schemes
Header Personalization
Body Personalization
Footer Personalization
Social media Preview
Survey branding Availability
Survey Design Customization & White Labelling
Custom End Page
SURVEY DISTRIBUTION Availability
Offline Surveys + Kiosk mode
QR Code for Surveys
Pop-up surveys in Website
Embed Survey in Website
Anonymous Responses
Email Distribution
Up to 100000/month
SMS Distribution
Share on Social media
OFFLINE SURVEY APP Availability
Offline Survey on iOS and Android
Kiosk mode
Print Survey
AUDIENCE PANEL Availability
Purchase Responses
RESPONSE COLLECTION & MANAGEMENT Availability
IP Address Restriction
Password protection
Enable Captcha
Remove IP address
Set Survey End Date
Limit the Number of Responses
Collectors
Unlimited
Survey Quota
Collector Quota
Conditional Quota
Generate Unique URLs
Data Collection On Computers
Data Collection On Tablets
Data Collection On Mobile Phones
REPORTS & ANALYTICS Availability
Basic
Survey Completion Time
Collector Name
Real-time Responses
Time Spent by the Respondent
View IP Addresses
Delete Responses
Reporting
Default Report
Custom Report
Trend Report
Cross-tab Reports
Summary of Responses
Individual Responses
Turf Analysis
Download Charts
Response Notes
Response Timeline
Word Cloud
Sentiment Analysis
Classify Responses
Schedule Reports
Visualization
Meter gauge
NPS Charts
Pie chart
Horizontal bar
Vertical bar
Line chart
Arc chart
Donut chart
Spider web
Area chart
Stacked horizontal bar
Stacked vertical bar
Grouped horizontal bar
Grouped vertical bar
Longitudinal line
Longitudinal area
Longitudinal spline
Radar chart
Clustered vertical bar
Clustered horizontal bar
SURVEY TRACKING Availability
Track survey using Google Analytics
Track survey using Google Tag Manager
Track survey using Facebook Pixel
NTEGRATIONS Availability
Zoho CRM
Zoho SalesIQ
Zoho Recruit
Zoho Sheet
Zoho Analytics
Zoho Campaigns
Google Sheets
Microsoft Teams Notification
Microsoft Power BI
Zapier
Slack
GSuite Marketplace
MailChimp
Shopify
Eventbrite
Zendesk
Facebook
X (formerly Twitter)
LinkedIn
DATA TRANSFER Availability
Export as Spreadsheet
Export as PDF
Export as CSV
Export as Zip
Export as SPSS
Export as Tableau Extract
Export as Image
Open in Zoho Sheet
SHARING & COLLABORATION Availability
Share Survey
Using Public link
Using Private link
Invite Reviewers
Share Report
Share Survey Preview
NOTIFICATIONS Availability
Trigger Emails
Trigger Functions
Webhooks
SECURITY AND PRIVACY Availability
SSL Certification
HTTPS Encryption
Hash URLs
Custom Field Encryption
USER ACCESS & MANAGEMENT Availability
User Management
Audit logs
AUTHENTICATION & COMPLIANCE Availability
Email Authentication
Sender Email Authentication
Mark as E-PHI
MULTILINGUAL SURVEYS Availability
Survey Builder in 26 Languages
Translate Survey in 90+ Languages
Analytics - Advanced Analytics
Essentials Availability
Records/Rows
5M Rows
Reports & Dashboard
Unlimited
75+ Visualization Options
Pre-built Reports
Workspaces
Unlimited
DATA INTEGRATION & PREPARATION Availability
Cloud Drives
Files & Feeds
Relational Databases
Cloud Databases
Import from Email
Business Apps Connectors
50+
Import Schedules
Unlimited
Data Refresh Rate
Hourly
Data Snapshots
Query Tables
100
Formula Engine
Advanced Data Preparation
BUSINESS APP CONNECTORS Availability
Sales
Zoho CRM, Zoho SalesIQ, Bigin, Salesforce CRM, Microsoft Dynamics CRM, HubSpot CRM, Exact Online, and more.
Marketing
Zoho Campaigns, Mailchimp, Zoho Survey, SurveyMonkey, Alchemer, Google Analytics, Google Ads, Bing Ads, Facebook Ads, LinkedIn Ads, and Eventbrite.
Finance
Zoho Finance (Books, Invoice, Billing, Inventory, Expense), QuickBooks (Online and Desktop), Xero, and Stripe.
eCommerce
Shopify and WooCommerce.
Project Management
Zoho Projects, Zoho Sprints, Zoho BugTracker, Jira Software Cloud, and Teamwork Projects.
IT & Help Desk
Zoho Desk, Zendesk, Teamwork Desk, ManageEngine ServiceDesk Plus (On-Demand and On-Premise), ManageEngine SupportCenter Plus, and Site24x7.
Social Media
Twitter Analytics, Twitter Competitive Analytics, Facebook Pages, Facebook Competitive Analytics, Instagram, YouTube Channels, and LinkedIn Pages
HR & Recruitment
Zoho People and Zoho Recruit.
Zoho Creator
AUGMENTED ANALYTICS Availability
Predictive Analytics
What-if Analysis
Auto Analysis
Conversational Analytics
Zia Insights
Data Alerts
30
COLLABORATION Availability
Fine-grained access control
Analytics Portal
Add-on
Make Public
Private Links
15
Schedule Emails
30
Commenting
Data Storytelling
Advanced
Large Screen Display
Mobile Apps
Schedules Availability
Import
Unlimited
Email
100
Backup
GOVERNANCE & ADMINISTRATION Availability
Data security & Encryption
Organization Admins
Workspace Admins
Groups
Backup
Access Logs
Marketing Automation
DASHBOARD Availability
Overall
Email
SMS
E-commerce
CONTACT MANAGEMENT Availability
List Management
Basic Segmentation
Advanced Segmentation
Contact scoring
Tags
Lead stage ( life cycle stage)
Lead Attribution
Topics
LEAD GENERATION Availability
Sign-up Forms
POP-UP FORMS (Signup Popups)
Pop-up Forms (Basic)
Pop-up Forms (Advanced)
LANDING PAGES Availability
Basic landing page creation
CRO analytics
MARKETING CHANNELS Availability
EMAIL MARKETING
Template Layouts (Basic templates)
Drag-and-Drop Editor
Template Library
Upload HTML
Email Attachments
Email Polls
A/B Testing
Compare Email Campaigns
E-commerce email campaigns
Survey Email Campaigns
Event Email Campaigns
RSS Campaigns
Webinar Campaigns
Email Campaign Reports
Send follow-up Campaign
Dynamic content
Send in Batches
Send time optimisation
Timezone based
SMS MARKETING
SMS Campaigns
Own SMS gateway
SMS reporting
ENGAGEMENT POP-UPS Availability
SOCIAL MARKETING
Post scheduling
X (Twitter)
Facebook
Instagram
LinkedIn
Review social analytics
ECOMMERCE MARKETING
Shopify
Woocommerce
Zoho Commerce
Product Block
Recommendation
Contact and order sync
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
MARKETING PLANNER Availability
Budget Tracking
Task Collaboration
Calendar and Scheduling
Reporting and Analytics
WEB ANALYTICS Availability
Dashboard
Behaviour
Acquisition
Goals
Smart URL
INTEGRATIONS Availability
APIs
Webhooks
Zoho CRM
Zoho Creator
Zoho Survey
Zoho Contacts
Zoho Bigin
Zoho Invoice
Zoho Books
Zoho Recruit
Zoho Meeting
Zoho Commerce
Zoho Flow
Zoho Desk
Zoho Backstage
SugarCRM
Salesforce
G Suite
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
PayPal
Litmus
Giphy
Zapier
GoToWebinar
Evernote
Dropbox
OneDrive
Box
Unsplash
Unbounce
Wistia
HubSpot
MS Dynamics 365
Zendesk
SETTINGS Availability
Email Tracking
Email limits
Workspace
Roles and Privileges
Custom Roles
Folders
OPT-IN CONFIRMATION Availability
Design & Customize Opt-in Forms
Add Company Logo to Opt-in Forms
Customize Confirmation Page
Send Opt-in Confirmation Emails
Customize Opt-in Confirmation Emails
MARKETING AUTOMATION (JOURNEYS) Availability
TRIGGERS
Form Submission
List Entry
Enter a segment
Criteria Match
Email Action
Date field
Goals achieved
Page visit
Lead stage update
Tag assigned
Tag removed
Open trigger
Abandoned cart
Purchase follow-up
Product specific
Cyclic
Conditions
Simple condition
Multi-way
Check Email activity
Check SMS activity
ACTION Availability
Engagement
Send Email
Send SMS
Productivity
Add to list
Remove from list
Topic Management
Wait Time
Update lead stage
Assign tag
Remove tag
Update Lead Score
Update field
Internal Notification Email
Wait Condition
Move to Another Journey
Remove from Journey
Webhook
Zoho CRM Actions:
Push Data
Create Task
Create Deal
OTHERS
Journey Templates
Journey Path Tracing
X-RAY
Re-enrollment
RESPONSE ACTION COMPONENT Availability
Update field
Add to list
Remove from list
Assign tag
Remove tag
Add to Journey
PageSense
FEATURES Availability
Heatmaps
Scrollmaps
Attentionmaps
Session recording
Polls
Funnel analysiss
A/B testing
Split URL testing
Visual editor
Audience targeting
Report segmentation
Revenue analysis
Real-time reporting
Role-based access
Integrations
Chrome plugin
URL targeting
Unlimited experiments
Unlimited pages
Webinar
Collaboration features Availability
Screen/Application sharing
Annotation
Computer audio/VoIP
Webcam sharing
International dial-in numbers
Browser based (no downloads required)
Virtual background
Custom virtual background
Emoji reactions
File management
Session duration
24 hours
Online meeting features Availability
Keyboard and mouse sharing
Personal Room
Instant chat
Whiteboard
Meeting Polls
Co-host
Share material
Pin video
Remote control
Scheduling and reminders Availability
Schedule meeting
Instant meeting
RSVP
Add to calendar
Reminder setting
Embed meeting widget
Moderator controls Availability
Mute/unmute meeting participants
Remove meeting participants
Lock meeting
Multiple email reminders
Advanced moderator settings
Raise hand
Webinar features Availability
Scheduling and registrations
Customize registration form
Embed registration widget
Moderate registrations
Add co-organizers
Multiple 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 configuration
Attendee engagement and in-session features Availability
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 Availability
Basic reports
Advanced report
Recording and storage Availability
Session recording
Online storage space
15 GB/host
View and share recording
Recording transcripts
Meeting keynotes
Organization Management Availability
User management
Co-branding
Organization level settings
Multiple portals
Custom domain
Automated email settings
Configure the sender and reply-to email address
Departments
Security and compliance Availability
Two-factor authentication
Consent for turning on video
Action log viewer
Apps and extensions Availability
Desktop application (Windows, Mac and Linux)
iOS mobile app
Android mobile app
Outlook plugin
Firefox extension
Google Chrome extension
Integrations Availability
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
Backstage
Features Availability
Number of events (Free)
Unlimited
Number of attendees
100/event
Portal Availability
Event days
1/event
Session duration
3 sessions (45 minutes each)
Attendees
100/event
Speakers
3/event
Sponsors
Essential, premium and ultimate add-ons
Booths
Essential, premium and ultimate add-ons
Portal settings Availability
Data privacy
Attendee profile management
Activity log
Portal-level content library
Team management
Custom team roles
Webhooks
Premium and ultimate add-ons
Branding and customization Availability
White-labeled event website
Premium and ultimate add-ons
Custom domain mapping
Premium and ultimate add-ons
Event directory
Premium and ultimate add-ons
Virtual Space customizations
Premium and ultimate add-ons
Event calendar widget
Premium and ultimate add-ons
Custom forms
Premium and ultimate add-ons
Agenda builder Availability
Agenda builder
Tracks
1
Session duration
3 sessions & 45 minutes each
Host controls
Bookmarking sessions
Agenda export and import
Event cloning
Premium and ultimate add-ons
Event visibility settings
Event ticketing Availability
Ticket classes
1
Paid ticketing
Essential, premium and ultimate add-ons
Commission-free event ticketing
Essential, premium and ultimate add-ons
Custom registration form
Premium and ultimate add-ons
Promotional codes
Essential, premium and ultimate add-ons
Pre-approval of ticket orders
Premium and ultimate add-ons
Registrations import and export
Badge designer
Event website Availability
Website builder
Website themes/templates
Website language
1 language
Website customizations
Essential, premium and ultimate add-ons
Custom logo and favicon
Essential, premium and ultimate add-ons
Custom sections
Essential, premium and ultimate add-ons
Custom event pages
Premium and ultimate add-ons
Cookie management
Sponsors and exhibitors Availability
Sponsorship management
Add On
Exhibitor management
Add On
Customizable virtual booths
Add On
Sponsor/Exhibitor showcase
Add On
Exhibitor to attendee meetings
Add On
Lead management for exhibitors
Add On
Event marketing Availability
Scheduled emails
Essential, premium and ultimate add-ons
Automated emails
Customizable banners
Essential, premium and ultimate add-ons
Social share banners
Essential, premium and ultimate add-ons
Affiliate marketing
Essential, premium and ultimate add-ons
Event networking and engagement Availability
Private & group chat
Essential, premium and ultimate add-ons
1-on-1 meetings
Ultimate add-on
Lounges
1/event
Discussion channels
Premium and ultimate add-ons
Handouts
Essential, premium and ultimate add-ons
Live polling
Live Q&A
Live Q&A
Premium and ultimate add-ons
Event gallery
Essential, premium and ultimate add-ons
Announcements
Essential, premium and ultimate add-ons
Session feedback form
Essential, premium and ultimate add-ons
Session recordings
Premium and ultimate add-ons
Event analytics Availability
Event dashboard
Ticket sales analytics
Essential, premium and ultimate add-ons
Attendee analytics
Session analytics
Exhibitor analytics
Add On
Webcasting services Availability
Backstage OnAir
Third-party webcast services
Mobile apps Availability
Attendee mobile app—Android and iOS
Organizer mobile app—Android and iOS
White-labeled mobile app for attendees — Android and iOS
Ultimate add-ons
Integrations Availability
Google Analytics
Essential, premium and ultimate add-ons
Zoho CRM
Add On
Zoho PageSense
Add On
Zoho SalesIQ
Add On
Zoho Meeting
Essential, premium and ultimate add-ons
Zoom (Webinar and Meeting)
Essential, premium and ultimate add-ons
WorkDrive
Built-in document editors Availability
Writer
Sheet
Show
Supported Files Availability
Preview 220+ file formats
Convert files to Zoho format
File Size
1 GB
Data Encryption
Sharing Availability
Individual collaborators
Anyone in your team
Anyone on the internet
Record or entity based permission
Cliq
Messaging Availability
Unlimited 1-1 chats and group chats
Participants per group
100
Workspaces
Read receipts
Searchable messages
10000
@mentions and #tags
Star important messages
Maximum duration for audio/video messages and screen recordings
5 mins
Link preview
Print chat transcript
Collaboration Availability
Unified org directory
Basic
Reminders
Zia events
Remote work
Calendar events
Channels Availability
Organization & personal channels
Announcement channels
Archiving channels
Participants per channel (Organization, team, & personal)
100
Threads
Calls and meetings Availability
1-1 audio & video calls
Screen sharing
Audio & video meetings
Up to 100 participants
Maximum meeting duration
60 mins
Add guests to meetings
Security and privacy Availability
Single SSO sign-on & Google sign-on
Two factor authentication
Password policies
Restricted IP
Data encryption both in transit and at rest
SSL support
Consents
Admin panel Availability
User provisioning & de-provisioning
Departments & designations
Availability reports
Chat export
Import
User preferences Availability
Desktop notifications
Themes
Email & sound notifications
Integrations Availability
Integration with other Zoho apps
Extensions
10 per organization
Developer platform Availability
API support
Slash commands
100 per organization
Message actions
100 per organization
Bots
100 per organization
Functions
100 per organization
Schedulers
50 per organization
Databases
50 per organization
Database records
1000 per organization
Widgets
25 per organization
Internal apps
100
Zoho CRM Plus Add-ons
Zoho CRM Plus Add-ons Availability
CRM Plus - Support
Premium support -
$12
/user/month, Enterprise support -
$15
/user/month
CRM - File Storage
Starts from
$5
/5 GB/month
SalesIQ - Visitors
Starts from
$25
/25,000 Visitors/month
Campaigns - Contacts
Starts from
$5
/500 Contacts/month
Social - Brand
Starts from
$20
/Brand/month
Survey - Responses
Starts from
$5
/100 Responses/month
Analytics - Rows
Starts from
$10
/100,000 Rows/month
Analytics, Projects, and Desk - Lite Users Users who are only assigned to Analytics, Projects or as Light Agents in Desk.
$5
/user/month
or
$60
/user/year for every additional