Zoho CRM Plus Complete Feature List
A list of all the features available to help you deliver the best customer experience
Download PDF- CRM
- SalesIQ
- Desk
- Projects
- Campaigns
- Social
- Survey
- Analytics
- CRM
- SalesIQ
- Desk
- Projects
- Campaigns
- Social
- Survey
- Analytics
- Marketing Automation
- PageSense
- Webinar
- Backstage
- WorkDrive
- Cliq
CRM - Sales Force Automation
10 modules
30 rules/module (maximum 15 active) 5 conditions/rule
5 email notifications/action, 100 emails/user license, 5,000 emails/day
1/action 25,000 calls/day or 100 calls/user license/day Limit applicable for the org. (whichever is lower)
10 rules/module & 20 rule entries
20 cadences/module, up to 10 active/module at a time; maximum 18 follow-ups
10 approved email addresses
SalesIQ - Visitor Tracking & Sales Intelligence
Desk - Customer Service Management
Projects - Project Management & Collaboration
Campaigns - Email Marketing
Social - Social Media Marketing
Survey - Customer satisfaction Surveys
Yes (with an easy to use touch interface as well)
Analytics - Advanced Analytics
CRM - Sales Force Automation
20 trends Additional 2 trends/user license (max 100)
2000 records/user license Max of 50000 records
/month for 5GB
for 100MB /month
for 100MB /month
/request
50 modules + (additional 5 modules/user license) [Max limit: 500 custom modules]
6 layouts/module (Note: Not applicable for Activities module)
100 Blueprints (Includes the default Blueprints)
1,00,000 record captures/day, and 2,00,000 transitions/day across all processes.
150 rules/module (maximum 100 active) 10 conditions/rule
5 email notifications/Action, 1,000 emails/User License, 50,000 emails/Day (whichever is lesser)
1/action 1,000,000 calls/day or 1000 calls/user/day Limit applicable for the org. (whichever is lower)
50 rules/module & 100 rule entries
30 thresholds per module & 500 users per threshold
1 Instant Action and 5 Time-Based Actions per Rule
5 (active or inactive) 20 (unpublished or draft)
300 cadences, upto 25/module, maximum 20 email, 20 task, and 10 call follow-ups
300,000 visits/month and 6 months of data for Analytics
10 approved email addresses
1,000 Free invites shared across Portal user types.
SalesIQ - Visitor Tracking & Sales Intelligence
25+number of operator licenses purchased (Max limit - 100)
Desk - Customer Service Management
Layout rules - 50 / department, Validation rules - 10 / department
Agent widget - 1 / department
Customer widget - 5 / department
Projects - Project Management & Collaboration
Campaigns - Email Marketing
Social - Social Media Marketing
Survey - Customer satisfaction Surveys
Yes (with an easy to use touch interface as well)
Analytics - Advanced Analytics
Zoho CRM, Zoho SalesIQ, Bigin, Salesforce CRM, Microsoft Dynamics CRM, HubSpot CRM, Exact Online, and more.
Zoho Campaigns, Mailchimp, Zoho Survey, SurveyMonkey, Alchemer, Google Analytics, Google Ads, Bing Ads, Facebook Ads, LinkedIn Ads, and Eventbrite.
Zoho Finance (Books, Invoice, Billing, Inventory, Expense), QuickBooks (Online and Desktop), Xero, and Stripe.
Zoho Projects, Zoho Sprints, Zoho BugTracker, Jira Software Cloud, and Teamwork Projects.
Zoho Desk, Zendesk, Teamwork Desk, ManageEngine ServiceDesk Plus (On-Demand and On-Premise), ManageEngine SupportCenter Plus, and Site24x7.
Twitter Analytics, Twitter Competitive Analytics, Facebook Pages, Facebook Competitive Analytics, Instagram, YouTube Channels, and LinkedIn Pages