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InfoTroop IT Solutions Pvt. Ltd.

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
Security & IT Management
Zoho one
Zoho Directory
Application Management
Admin Panel
  • Single sign-on
  • Active Directory sync
  • Centralized user management
  • 24x5 support
  • Domain management
  • Conditional app assignment
  • Custom fields
  • Usage stats/reports
  • Telephony
Application management
  • Zoho apps
  • Creator custom apps
  • Mobile apps
  • Directory apps
Document Automation
  • Document automation credits
    • Default - 1000 credits per organization per month
    Additional - 50 credits per employee license per month (up to a cap of 1000 credits)
  • Mail merge
  • Fillable documents
  • Sign documents
  • Label templates
Zoho Publish
  • Business Directory listings
  • Review Management
  • Business Directory Analytics
  • Reputation Management
Security Policies
  • Multi-factor authentication
    • Biometric factors
    SMS
    Time-based OTP
    Scan QR
    Push notification
    Yubikey
  • IP restriction
  • Password policy
Groups
  • Customizable group management
  • Customizable security policies
BluePencil Extension
  • Grammar
  • Spelling
  • Punctuation
  • Pocket editor
    • Wordy phrases
    Sentence length
    Informal writing
    Non-inclusive language
    Passive sentences
    Commonly confused words
    Better word choices
    Rephrased sentences
    Transliteration
    Organization dictionary
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
  • 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
Sales
CRM
Bigin
Sites
Bookings
Sales force automation
  • Leads
  • Accounts
  • Sales forcasting
  • Forecasts based on territories
  • Feeds
  • SalesSignals
  • Document library
  • Activities
  • Reminders
  • Recurring activities
  • Calendar booking
  • Multiple currencies - 25
  • Social
  • Social tab
  • 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 - 20/employee license, 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 emails - 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 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 - 500 records/employee license, Max of 50,000 records
  • Next best experience
  • Zia for forecast
  • Voice of the customer
  • Zia vision (Image matching) - 1/org
  • Churn prediction - 2/org
  • Competitor alert
  • Strategy influencer - 6/org
  • 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 Zia
  • 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 configurations - 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 rule - 30
Price rules
Total number of price rules - 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 flows - 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
  • Product configurator
  • Cases
  • Solutions
  • Web-to-case forms - 20/module
  • Notify owner
  • Case escalation rules
Web forms
  • Product configurator
  • 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
  • Webform A/B testing - 2 webforms/module
Product customization
  • Customization features
    • Home page components - 20
    Organize tabs
    Rename tabs
    Group tabs - 25 groups
    Custom modules - 200
    Layout editor
    Page layouts - 3/module
    Layout rules - 10/layout
    Record locking configuration - 5 rules/module
    Validation rules - 10/layout
    Subforms - 2/module
    Subform fields - 25/subform
    Email address duplication check
    Custom fields - 300 fields/module
    Picklist history tracking
    Color coding picklists - 10/module
    Unique fields - 2/module
    Global sets - 30/org
    Standard list views
    Custom list views - Unlimited
    Records in list views - 100
    Smart filter - 10
    Kanban view - 5
    Chart view - 5
    Custom related lists - 5/module
    Custom buttons - 50/module
    Personal fields - 30/module
    Web tabs - 25
    Wizards - 10
    Multiple sales pipeline - 20
    Domain mapping
    External fields - 10
    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 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, Auto number)
Maximum Text Area fields - 200 (includes up to 5 rich text fields)
Number fields - 40
Decimal, percentage, currency fields - 60
Date fields - 50
Date time fields - 50
Boolean (Checkbox) - 80
Long integer fields - 35
Lookup fields - 10
Multi-select lookup fields - 2
User fields - 5
Record image field
File upload field - 10 fields/module
Auto-number fields - 1
Formula fields - 20
Multi-user field - 1
Image upload field - 10 fields/module
Rollup summary - 10
  • Special fields
Contact role
Terms & conditions
Tax rates
CRM for everyone New
  • Next Gen UI
Sidebar
Teamspace availability
Teamspace limits - 25
Max folders per teamspace - 50
Interactions tab
Chart view - 5/org
Grid view
Timeline view
Split view - 10/org
Dark mode
  • Team module
Maximum modules - 200
Custom fields per team module - 300
Lookup fields - 10
File upload fields - 5
Public field limits - 30
Process 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
  • Data sharing rules - 25/module
  • Audit logs
  • Allowed IPs
  • Record sharing
  • Data encryption - 10 fields/module
  • GDPR compliance settings
  • HIPAA compliance settings
Security management
  • Blueprints - 50
  • Clone blueprint
  • Common transition - 10/blueprint
  • Transition - 100/blueprint
  • Field count during transition - 10
  • Approval process
  • Review process - 5/module
  • Journey builder - 5 journeys/org
  • Path Finder - 50,000 record captures/day
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 - 100 domains
  • Email parser - 20 (10 active)
  • Email association with deals
  • Email relay - 20 domains
  • Zoho CRM for Office 365
  • Zoho CRM for Gmail add-on
  • SalesInbox
Integrations
  • CRM Marketplace - 20 extensions
  • Zoho Creator
  • Online meeting providers
  • Zoho SalesIQ
  • Zoho Survey
  • Zoho Desk
  • Zoho Projects
  • Zoho Finance Suite
  • Zoho PhoneBridge
  • Zoho Analytics
  • Slack integration
  • WhatsApp Business
  • LinkedIn Sales Navigator
Google Workspace
  • Export meetings to Google Calendar
  • Export to Google Tasks
  • Synchronize Google Calendar
  • Synchronize Google Contacts
  • Zoho CRM Webforms for Google Sites - 20/module
General
  • Personal settings
  • Company logo and theme
  • Fiscal year
  • Business hours
  • Portals - 1,000 free users
  • Sandbox - 3 configurations
  • Business card view
  • Calendar
  • Calendar synchronization
  • Advanced filters
  • Tags for records
10 per record
100 per module
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 - ₹300/request
  • File Storage/Org - 1 GB
  • File Storage/employee license - 512 MB
  • Audit log
  • Find and Merge Duplicates
  • Duplicates Cleanup
  • Export limits - 100 exports/day
Pipelines
  • Team pipelines - 15 (includes 4 default)
  • Sub-pipelines - 75+ (15 default)
  • Custom fields - 50/team pipeline
  • Stages - 25/sub-pipeline
  • Tags - 50/team pipeline
  • Custom list views - 150/team pipeline
  • Pipeline view (Kanban)
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 - 10/record, 50/module
  • Calendar view
  • Sheet view
  • Target meter
  • Custom domains in form sharing links
Automation
  • Automations - 100 rules/org
  • Date/Time based triggers
  • Instant actions
  • Scheduled actions
  • Task actions - 5/action
  • Email actions - 5/action
  • Field updates - 5/action
  • Connected records - 1/action
  • Email notifications (fields)
  • Email notifications (owners/creators/managers)
  • Forms - 10
  • Approve records
  • Notify record owner
  • Create record
Advanced Features
  • Stage transition rules
  • Multi-currency - 20+ (1 base)
  • Create new organization
Integrations and Toppings
  • Zoho Desk
  • Zoho Books / Invoice
  • Zoho Meeting
  • Zoho Campaigns
  • Zoho Forms
  • Bigin add-on for Gmail
  • Microsoft 365
  • Google Contacts & Calendar
  • Zapier
  • Zoho Flow
  • Zoho Analytics
  • Zoho CRM
  • Zoho Sites
  • Zoho SalesIQ
  • Zoho Projects
  • Booking pages - 100
  • Zoom Meeting
  • Mailchimp
  • Shopify
  • Constant Contact
  • Payment links
  • Email-in - 5 aliases
  • File cabinet
  • Microsoft Teams
  • WhatsApp integration
  • QuickBooks integration
  • Zoho Landing Page
  • Zoho Directory
  • Merge templates (Zoho Writer)
  • Zoho FSM
  • Zoho Thrive
  • TikTok Lead Ads
  • Facebook Lead Ads
  • LinkedIn Lead Ads
  • Google Lead Ads
  • WhatsApp Lead Ads
Communication Channels
  • In-built telephony
  • PhoneBridge Marketplace
  • X (Twitter) integration
  • Email
  • WhatsApp
  • Signals
Email
  • IMAP
  • Email templates - 100
  • Template attachments - 3 MB
  • Zoho Mail add-on
  • Mass emails - 1000/day
  • Mass email attachments - 3 MB
  • Individual email - 300/user/day
  • Individual attachments - 10 MB
  • Automation emails - 10,000/day
  • Email insights
Analytics
  • Standard dashboards
  • Custom dashboards - 50
Developer Tools
  • APIs - up to 50,000 credits + (licenses × 250)
  • More details on limits
Sites
  • Number of sites
Up to 50 employees - 1 site / 10 employee licenses
Over 50 employees - 5 sites
  • Number of contributors (Zoho Sites app users)
  • Pages - 50
  • Storage - 100GB
  • 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 portals - 2 members/site
  • Access control
  • Password protection
  • Dynamic content
  • Draft pages
  • Individual page publish
  • Schema generator
  • Saved sections
  • Menu icon
  • Menu highlight
  • Custom 404 page
  • File field in forms
  • Custom fonts
  • Zoho integrations
SalesIQ
Zoho CRM Forms
Zoho Campaigns
Zoho Forms
PageSense
Marketing Automation
  • Other integrations
Mailchimp
Google Analytics
Fundamentals
  • Customers - Unlimited
  • Services - Unlimited
  • Workspaces - 3 per organization + 1 per additional 10 employees
  • Resource calendars - 10/org & 2/employee license
  • Calendar connections per staff member - 6
Bookings
  • One-on-one service booking
  • Group bookings (classes or workshops)
  • Recurring group bookings
  • Book resources (rooms & equipment)
  • Collective bookings (multiple hosts)
  • Online meetings (Teams, Zoom, Zoho Meeting, Google Meet)
  • 2,000+ app integrations via Zapier
  • Invite multiple guests
  • Manual bookings
  • Easy canceling and rescheduling
  • Two-way calendar sync (Zoho, Google, O365)
Notifications and reminders
  • Automatic confirmation emails
  • Automatic reminder emails
  • Automatic cancellation emails
  • Notification on admin reschedule
  • Customizable email templates
  • Notifications from staff/admin/workspace/business email
  • SMS gateway integration
Personalization
  • Customer portal
  • Attach booking page to your domain
  • Mobile app for admin and staff
  • Automatic time zone conversion
  • Collect booking notes
  • Change in-app text
  • Add custom fields to booking form
Sales, marketing, and support
  • Zoho CRM sync
  • Zoho CRM calendar
  • Zoho Assist integration
  • Appointments via Zoho SalesIQ
  • Zoho Desk plugin
  • Online payments (PayPal, Stripe, Razorpay, Authorize.net, Forte)
  • Add customers to Mailchimp via Zoho Flow
Reports
  • Revenue reports
  • Appointment reports
Extended functionalities
  • Custom functions (Script Builder)
  • Extend Zoho Bookings with APIs
  • Browser extension
Administrators
  • View client history
  • Remove client data (privacy protection)
  • HIPAA compliance
  • Set service duration & buffer time
  • Set prices for services & staff
Team management
  • Grant team access
  • Pooled team availability
  • Booking reassignment
Booking page and website
  • Redirect URL for booking page
  • Mobile-responsive booking page
  • Brand color palette
  • Auto-translate booking page language
  • Disable booking page
  • Embed booking page into website
  • Customize booking page (logo, themes, layouts)
  • Custom booking links (staff, services, workspaces)
Marketing
SalesIQ
Campaigns
Social
Survey
Forms
PageSense
Backstage
Marketing Automation
Thrive
Landing Page
Features
  • 1 brand
Branding
  • Company logo
  • Company favicon
For operators
  • Roles and permissions
  • Unlimited chat volume per month
  • 25 departments + (brands × 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 Bot (Zia)
People
  • Visitors
  • Contacts
  • Companies
  • 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
  • Screen sharing
Channels
  • Website
  • Mobile app
  • Email signature
  • Telegram
Custom tools
  • 50 widgets
  • 5 brand-specific widgets
  • 100 form controllers
  • 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 integrations
    • Zoho Desk
    Zoho CRM
    Zoho Assist
    Zoho Campaigns
  • Other integrations
    • Mailchimp
    Zendesk
    Salesforce CRM
    Clearbit
    Leadberry
    Cloud telephony & PBX
  • Desktop apps
  • Operator mobile app
  • Apple TV access (100 devices)
Design
  • Basic template layouts
  • Pre-designed responsive newsletter templates (Advanced)
  • Drag-and-drop template editor
  • Template library
Email marketing
  • Unlimited emails
  • Email attachments
  • Chain campaigns
  • Child campaigns
  • A/B testing
  • RSS campaigns
  • Marketing calendar
  • Customizable header and footer
  • Remove Zoho Campaigns logo
  • Reports and analytics
Contact Management
  • Contacts – 5,000 per employee license
  • Basic segmentation
  • Advanced segmentation
  • Bulk segments
  • Custom signup forms
  • Custom popup forms
  • Topics
  • Contact scoring
  • Tags
Personalization
  • Merge tags
  • Dynamic content
  • Email polls
Email delivery & deliverability
  • Schedule email campaigns
  • Recipient time-zone sends
  • Optimal open-time sends
  • Send in batches
  • SPF / Sender ID authentication
  • DKIM authentication
  • Compliance checks
  • Dedicated IP (yearly)
Email marketing automation
  • Basic automated workflows
  • Advanced automated workflows
  • Built-in workflow templates
Account & user management
  • Assign roles and privileges
  • Custom user roles
  • Campaign managerial approval
  • Email sending policy
  • Workspaces
  • E-commerce email marketing
  • Pre-designed newsletter templates
  • Cart-abandonment templates
  • Contact, product & coupon sync
  • Profile & shopping history segmentation
  • AI-based product recommendations
E-commerce Insights
  • Store revenue vs email revenue
  • Automated purchase follow-ups
  • Automated cart-abandonment follow-ups
Webhook
  • Mailing-list based notifications
  • Sent-campaign notifications
Developer API
  • Campaign management APIs
  • List management APIs
  • Callback URLs
Integrations
  • Zoho integrations
    • CRM
    Creator
    Survey
    Contacts
    Invoice
    Books
    Recruit
    Meeting
    Commerce
    Flow
    Desk
    Backstage
    Bigin
    Forms
    Analytics
    Platform
    Solutions
  • Other integrations
    • SugarCRM
    Salesforce
    Google Analytics
    Eventbrite
    SurveyMonkey
    Shopify
    YouTube
    Vimeo
    Flickr
    Google Photos
    Gravatar
    PayPal
    Litmus
    Giphy
    Zapier
    GoToWebinar
    Evernote
    Dropbox
    OneDrive
    Box
    Wistia
    HubSpot
    MS Dynamics 365
    Zendesk
    WooCommerce
Social
  • Brand – 1
  • zShare browser extension
  • Social channels
    • Facebook Page
    X (Twitter) Profile
    Instagram Business Profile
    LinkedIn Profile
    LinkedIn Company Page
    YouTube Channel
    Google Business Profile
    Pinterest Profile
    Mastodon Profile
    Threads Profile
    WhatsApp Business Account
    Telegram Business Account
    Bluesky Profile
General
  • Home dashboard
  • Recent posts
  • Notifications
  • Livestream
  • Create custom roles
Publishing & Scheduling
  • Cross-brand publishing
  • Custom scheduling
  • Drafts
  • Scheduled posts
  • Publishing calendar
  • Bulk scheduler
  • Repeat posting
  • RSS feeds – 20
  • Instagram reels & stories
  • YouTube shorts
  • Hashtag groups
  • Post analytics
Inbox
  • Unified inbox
  • Filters & custom views
  • Saved replies
  • WhatsApp & Telegram messages
Zia – Generative AI
  • Compose with Zia
  • Reply with Zia
Monitoring
  • Keyword monitoring
  • Mentions tracking
  • Reviews monitoring
  • Lead interaction monitoring
Reports
  • Advanced reports
  • Custom reports
  • Export reports
  • Scheduled reports
CRM & Desk Integration
  • Zoho CRM lead sync
  • Zoho Desk ticket creation
  • Rule-based lead generation
Basics
  • Unlimited surveys
  • Unlimited questions
  • Survey builder (26 languages)
  • 250+ templates
Responses
  • Response limits
    • Up to 3 users – 7,000/month
    Additional users – 1,000/user/month
    Yearly plan – Unlimited
Advanced Logic
  • Question logic
  • Page logic
  • Piping logic
  • Scoring
  • Custom variables
Response Collection
  • Email distribution
  • QR codes
  • Offline surveys
  • Password protection
Reports & Analytics
  • Real-time reports
  • Cross-tab analysis
  • Sentiment analysis
  • Export to XLS, CSV, PDF
Integrations
  • Zoho integrations
    • CRM
    Campaigns
    Analytics
    Desk
  • Other integrations
    • Mailchimp
    Google Sheets
    Slack
    Shopify
Basics
  • Unlimited forms
  • 200,000 submissions/month
  • 20GB storage
  • Multi-page forms
  • AI-powered forms
Payments
  • Payment gateways
    • PayPal
    Stripe
    Razorpay
    Authorize.net
    Zoho Checkout
Security & Privacy
  • HIPAA compliance
  • Field encryption
  • PII protection
Form Sharing
  • Public & private links
  • QR codes
  • Embed via iframe
  • HTML download
Integrations
  • Zoho apps
    • CRM
    Bigin
    SalesIQ
    Campaigns
    Analytics
  • Third-party apps
    • Google Sheets
    Microsoft Excel
    Zapier
    Webhooks
Reports
  • CSV & PDF export
  • Kanban view
  • Printable reports
PageSense
  • Web analytics
  • Mobile analytics
  • Goals & funnel analysis
  • Heatmaps, scrollmaps & attention maps
  • Form analytics
  • Session recording
  • A/B & split URL testing
  • Personalization
  • Polls & pop-ups
  • Web & mobile push notifications
  • Visual editor
  • Audience targeting
  • Revenue analysis
  • Real-time reporting
  • Role-based access
  • Integrations & Chrome plugin
  • Unlimited experiments & pages
Subscription limits
  • Monthly visitors – 30,000 / employee license
  • Projects – 25
Portal
  • Portal – 1
  • Portal admin – 1
  • Unlimited events (In-person / Virtual / Hybrid)
  • Sessions – 3 per event
  • Attendees – 100 per event
  • Speakers – 3 per event
Agenda & Apps
  • Agenda builder
  • Host controls
  • Session bookmarking
  • Mobile apps (Organizer & Attendee)
Event management
  • Ticketing & RSVP management
  • Badge designer
  • Website builder & templates
  • Automated emails
  • Live polling & Q&A
  • Event analytics dashboard
  • Backstage OnAir & third-party webcasts
  • Contacts – 5000 per employee license
  • Emails – Unlimited
  • Visitors – 10 × contact count
Dashboard
  • Overall
  • Email
  • SMS
  • E-commerce
Contact management
  • List management
  • Advanced segmentation
  • Contact scoring
  • Tags
  • Lead stage (life cycle stage)
  • Lead attribution
  • Topics
Lead generation
  • Sign-up forms
  • Pop-up forms
Pop-up forms (Basic)
Pop-up forms (Advanced)
Landing pages & CRO
  • Basic landing page creation
  • CRO analytics
Marketing channels
  • Email marketing
Drag & drop editor
Template library
Upload HTML
Email attachments
Email polls
A/B testing
Dynamic content
Send time optimization
Timezone based sending
  • WhatsApp marketing
WhatsApp automation
  • SMS marketing
SMS campaigns
Own SMS gateway
SMS reporting
  • Engagement pop-ups
  • Social marketing
  • Post scheduling
  • X, Facebook, LinkedIn, Instagram
  • Social analytics
Marketing planner
  • Budget tracking
  • Task collaboration
  • Calendar & scheduling
  • Reporting & analytics
Web analytics
  • Dashboard
  • Behaviour
  • Acquisition
  • Goals
  • Smart URLs
Opt-in confirmation
  • Custom opt-in forms
  • Confirmation emails
  • Company branding
Marketing automation (Journeys)
  • Triggers
Form submission
List entry
Segment match
Page visit
Tag assigned / removed
Purchase follow-up
Abandoned cart
WhatsApp action
  • Conditions
Simple & multi-way conditions
Email, SMS & WhatsApp activity checks
Merge paths
  • Actions
Send Email / SMS / WhatsApp
Add or remove from lists
Tag management
Update fields & lead scores
Move between journeys
Webhooks
Integrations
  • Zoho integrations
CRM, Bigin, Books, Desk, Flow, Backstage
  • Third-party integrations
Salesforce, HubSpot, Google Analytics
Zapier, WhatsApp, Twilio, Mailchimp
Settings
  • Email tracking
  • User roles & privileges
  • Custom roles
  • Workspace limits
Loyalty program
  • Reward redemptions – 5,000/month
  • Points, reviews & VIP tiers
Additional features
  • Real-time tracking
  • Widget customization
  • Unlimited integrations
  • White labelling
Resources
  • Unlimited pages, popups & forms
  • 50,000 visitors / org
  • Unlimited visits & conversions
Optimization & AI
  • A/B testing & personalization
  • Zia content & SEO assistant
  • Dynamic text replacement
Security & Automation
  • SSL, GDPR & access control
  • Email notifications
  • Lead magnet delivery
Analytics
  • Heatmaps, scroll & attention maps
  • Form & popup analytics
  • Google Ads & e-commerce analytics
Integrations
  • Zoho apps (CRM, Campaigns, Bookings)
  • Third-party tools (Mailchimp, HubSpot, GTM)
  • Webhooks, Zoho Flow & Zapier
Support
Desk
Assist
Lens
Ticket management
  • Email tickets
  • Comments & private conversations
  • Spam handling
  • Ticket history & resolution notes
  • Ticket tags (50/ticket)
  • Merge, split & clone tickets
  • Parent–child ticketing
  • Ticket timeline & read/unread
  • Followers & pinned conversations
  • Approvals & team ownership
  • Mass, scheduled & email replies
Agent productivity
  • Peek view
  • Rich text response editor
  • Advanced search & drafts
  • Table view & keyboard shortcuts
  • Agent & team queues
  • Snippets & email templates
  • Work modes & reply reviews
  • Agent idle timeout
Customer support channels
  • Email (100 channels)
  • Help center
  • Web forms (50/department)
  • X, Facebook & Instagram
  • Telephony
  • Live chat (SalesIQ)
  • Community forums
Instant messaging
  • WhatsApp, Telegram, LINE, WeChat
  • Facebook Messenger & Instagram
  • Multilingual templates
  • Chatbots & workflows
  • Ticket conversion
  • Round-robin assignment
Automation & Blueprints
  • Workflow rules & macros
  • Schedules & SLA policies
  • Blueprints with transitions
  • State-level SLAs
  • Custom functions
AI – Zia
  • Generative AI
  • Sentiment analysis
  • Auto-tagging
  • Answer bot
  • Field predictions
Customization & personalization
  • Custom fields & layouts
  • Multi-language support
  • Night mode
  • Validation rules
  • Custom ticket status
Help center
  • Public & private knowledge base
  • Community & ASAP
  • Multilingual KB
  • Auto-translation
  • Custom themes & CSS
Customer management
  • Contacts & accounts
  • Merge & deduplicate
  • Custom views & insights
  • Multiple account association
Analytics
  • Agent & SLA dashboards
  • Custom reports & exports
  • Customer happiness reports
  • Global dashboards
Telephony
  • Inbound & outbound calls
  • IVR & call routing
  • Call recording
  • Agent availability
Security & privacy
  • SSO & SAML
  • Field encryption
  • Audit logs
  • Data anonymization
Developer tools
  • APIs & webhooks
  • Mobile SDK
  • Deluge functions
Assist
  • 6 simultaneous sessions/technician
Unattended access
  • Remote computer access
  • Wake-on-LAN
  • Remote power controls
  • Deployment & grouping
Security & compliance
  • AES-256 encryption
  • Session timeout
  • Action logs
Remote assistance
  • File transfer
  • Multi-monitor support
  • Session recording
  • Voice & video chat
  • Mobile & desktop apps
Supported platforms
  • Windows, macOS, Linux
  • Chrome OS & Raspberry Pi
  • iOS & Android
Organization
  • Departments & roles
  • Custom branding
  • Advanced analytics
  • File manager
Security
  • AES-256 encryption
  • Session timeout
  • Data anonymization
Remote assistance
  • AR annotations
  • Live snapshots
  • Smart glass support
  • 4 sessions/employee license
Productivity
Mail
Cliq
Projects
Sprints
Connect
Learn
TeamInbox
WorkDrive
Sign
Vault
Meeting
Notebook
Vani

Mail

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

Cliq

Messaging
  • Unlimited 1-1 chats and group chats
  • Participants per group - 500
  • Read receipts
  • Searchable messages - Unlimited
  • @mentions and #tags
  • Star important messages
  • Time limit to delete sent messages - Up to 730 days
  • Maximum duration for audio/video messages and screen recordings - 60 mins
  • Link preview
  • Print chat transcript
  • On-demand chat summary
Collaboration
  • File storage - 100GB/employee license
  • Unified org directory - Advanced
  • Reminders
  • Zia events
  • Guest chat
  • Remote work
  • Team management
  • Calendar events
  • Task management
  • Custom keyboard shortcuts - 50
  • Extract text from images
Channels
  • Organization & personal channels
  • External channels (Shared channels) - 5 channels/employee license
  • Individual channel-level permissions
  • Announcement channels
  • Roles & permissions
  • Mobile permissions
  • Archiving channels
  • Team & multi-team channels
  • Participants per channel (Organization, team, & personal) - 20,000
  • Participants per channel (External) - 500
  • Threads
  • Default channels
Calls and meetings
  • 1-1 audio & video calls
  • Screen sharing
  • Audio & video meetings - 1,000 active participants, 10,000 viewers
  • Maximum meeting duration - 24 hours
  • Call recording
  • Add guests to meetings
  • Room devices - 50 devices licenses included
  • Live events
  • Branded meetings
User preferences
  • Desktop notifications
  • Themes
  • Email & sound notifications
Security and privacy
  • Single SSO sign-on & Google sign-on
  • Two factor authentication
  • Password policies
  • Restricted IP
  • Data encryption both in transit and at rest
  • SSL support
  • Consents
  • Secret chat
Admin panel
  • User provisioning & de-provisioning
  • Teams
  • Exclusive security policy for teams
  • Departments & designations
  • User roles
  • Module configurations
  • One theme for the entire organization
  • Brand logo and favicon
  • Custom domain
  • Custom email
  • Availability reports
  • Chat export
  • Import
  • Audit history
  • Usage reports - Advanced
  • e-Discovery & DRP
  • Channel management
  • Org-wide channel permissions
  • Data loss prevention (DLP)
  • Usage report export
  • Bulk team import
  • Data clean up management
  • Branches & rooms
Integrations
  • Integrations with other Zoho apps
  • Office 365
  • Extensions - 500/organization
Developer platform
  • API support
  • Slash commands - 5,000/org
  • Message actions - 5,000/org
  • Bots - 1,000/org
  • Functions - 10,000/org
  • Schedulers - 1,000/org
  • Databases - 1,000/org
  • Database records - 10,000/org
  • Widgets - 250/org
  • Internal apps - 5,000
  • Default bots

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
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 tab
  • 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
Directory
  • Other integrations
Zapier
Zendesk
Microsoft Teams
Office 365
Slack
ServiceNow
Dropbox
SharePoint
GitHub
Bitbucket
GitLab
Gitea

Connect

  • 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
  • Polls
  • Events
  • Announcements
  • Questions
  • Ideas
  • My schedule
  • Team schedule
  • Social advocacy
  • Mandatory reads
  • Scheduled posts
  • File attachments (50 MB per document, up to 100 files per post; videos up to 200 MB)
  • Translation support
Groups
  • Create groups - Unlimited
  • Public groups
  • Private groups
  • All-hands 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
  • File storage - 7GB
  • Records - 200/user (max 10,000)
  • Export
  • Schema builder
  • Record comments
  • Email notifications - 500/day
  • Schedules - 500/month
  • SMS (use own SMS)
  • Workflow rules and actions
  • Inbuilt approvals
  • Deluge scripting
  • Permissions - 5/app
  • Roles - 5/app
  • External calls - 500/day
  • Workflow statements - 5,000
  • Developer API - 500/day
  • Web components - 5
Surveys
  • Drag and drop builder
  • Survey templates
  • Survey responses/month = number of users in the network
Files
  • Create & edit documents
  • Online file storage - 2GB/employee license
  • File upload
  • File upload permissions
  • File upload from cloud
Manuals
  • Create manuals - Unlimited
  • Company level manuals
  • Group level manuals
  • Manual permissions
  • Public manual
  • 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 app push notifications
  • Email notifications
  • Notification settings
  • Group notification preferences
  • Custom email for notifications
  • Bot notifications on Cliq
Company directory
  • Reporting to & Employee ID fields
  • Follow people
  • One-to-one audio, video & instant chat
  • User recommendation
  • Custom profile fields
  • Organization chart
Admin settings
  • Custom logo & favicon
  • Custom email address
  • Custom CSS
  • User management
  • Custom roles
  • Network level permissions
  • Active Directory sync
  • Manage groups
  • Multiple network admins
  • Network analytics
  • Policies
  • Data export
  • Two-factor authentication
  • Multi-language support
  • Single sign-on
  • Manage apps at network level
  • Dashboard for network
  • Gamification
Automation & Developer space
  • Incoming webhooks - 100 (10k/day)
  • Outgoing webhooks - 100 (20k/day)
  • Function API - 100 (20k/day)
  • Scheduler - 100 (20k/day)
  • Custom menu - 100 (20k/day)
  • Workflow - 100 (10k/day)
  • Bulk user sync
Live broadcast
  • Live broadcast
  • Live broadcast recording
  • Screen sharing
  • External user participation
Video conference
  • Participants - 100
  • Video conference recording
  • Screen sharing
  • External user video conferencing
Integrations
  • Zoho app integrations - Unlimited
  • Third-party app integrations
  • Web tab
  • RSS - 500 configurations (300 posts/config/day)

Learn

  • Storage - 5 GB/employee license
Upload Limit for Individual Files
  • Video lessons - 1GB
  • Document lessons - 200MB
  • SCORM file - 2GB
  • Article import - 10MB
  • Article attachments - 200MB
Manuals and Articles
  • Built-in hierarchy
  • Create spaces
  • Role-based access
  • Advanced search
  • Article comments with @mentions
  • Import documents (.doc, .docx, .html, .txt, .rtf)
  • Add links to articles
  • Article ratings
  • Restore articles from trash
  • Article attachments
  • Article tags
  • Export articles to PDF
  • Disable article exports in a manual
  • Version tracking - Unlimited
  • Duplicate manuals
  • Apply manual preferences to everyone
  • Add multiple manual admins
  • Save articles as draft
  • Bulk publish drafts
  • Unpublish articles
  • Back up manual contents
  • Save articles as templates
  • Verification reminders
  • Mandatory reads
  • Article views
  • Knowledge reports - article and user activity
Course Creation
  • Learning Paths - Unlimited
  • Import SCORM package
  • Configure mandatory watch for video lessons
  • Prevent video downloads
  • Add subtitles for video lessons
  • Course categories and tags
  • Course contributors - Unlimited
  • Multiple course admins
  • Instructors
  • Create certificates
  • Customize elements and fields for certificates
  • Add spaces to courses
  • Import lessons from other courses
  • Link KB articles to lessons
  • Set course navigation
  • Set expiration time for courses
  • Lesson-level discussion forum
  • Read acknowledgement for lessons
  • Modify the course completion button text
  • Drip schedule
  • Configure course reminders
Article Editor
  • Collaborative authoring and internal commenting
  • Insert drawings and flowcharts
  • Insert images and tables
  • Embed YouTube and Vimeo videos
  • Embed code
External Sharing
  • Share manuals as links externally
  • Share articles as links externally
  • Set password and expiration date for link
  • External links without Zoho branding
Learner experience
  • Mark lessons as complete
  • Learner dashboard
  • Course and lesson progress
  • Course ratings and reviews
  • Reports for learners
Assessments
  • Build interactive quizzes
  • Question banks - Unlimited
  • Set passing scores for quizzes
  • Set quiz attempts
  • Shuffle answers
  • Change question & answer settings
  • Reveal answers
  • Set quiz timer
  • Set question timer
  • Display custom answer feedback
  • Quiz evaluation settings
  • Descriptive quizzes
  • Assignments
Reports
  • Funnel and average course progress
  • Individual course statistics
  • Export reports as CSV
  • Drill down reports
  • Global course and learner reports
Administrators
  • Manage users
  • Hub branding
  • Set policies
  • Multiple admins
  • Custom domain
Custom Portals
  • Create branded external portals for sharing resources and delivering external training - 1 portal & 5 portal users
Mobile
  • Android and iOS apps

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 collaboration
  • 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

Work Drive

  • 250GB file upload limit
  • Storage
Default - 5TB per organization
Additional - 500GB for each employee license that is added beyond the first 10 employees
Built-in document editors
  • Writer
  • Sheet
  • Show
Internal collaboration
  • Team Folders
  • Granular access controls
  • Sub-folder level sharing
  • Preview 200+ file formats
  • Universal content search
  • File locking
  • Commenting on files
  • Unlimited file versioning
  • Unread and global notifications
  • Follow updates
  • Groups
External collaboration
  • External file sharing
  • Client users
  • Password-protected links with expiry
  • External file access control
  • Custom download links
  • Create embed codes
Productivity
  • Collect Files
  • WorkDrive Snap
Add-ons and Apps
  • Mobile apps
  • Microsoft add-on
  • Gmail add-on
Desktop Apps
  • WorkDrive Genie
  • WorkDrive Sync
  • WorkDrive TrueSync
Data organization
  • Labels
  • Data Templates
  • Templates
Data administration and security
  • Admin controls
  • Custom domain
  • Control external sharing
  • Transfer file ownership
  • Full content visibility and management
  • File recovery
  • Device management
  • 256-bit AES encryption at rest
  • TLS, SSL, and PFS encryption during transit
Advanced analytics and reporting
  • File access stats
  • File activity timeline
  • Admin dashboard
  • Generate and export customized activity reports
  • Team Folder activity timeline
Integrations
  • Zoho integrations
Bigin by Zoho CRM
Zoho Cliq
Zoho Flow
Zoho Projects
Zoho Connect
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 license/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
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 with apps
CRM
Desk
Books
Invoice
Inventory
People
Recruit
Workerly
Mail
Writer
Directory
Qntrl
Creator
Deluge
Flow
Microsoft 365
Google Workspace
Gmail
Outlook
Microsoft Teams
Zapier
Power Automate
Integrately
Make (formerly Integromat)
Pabbly Connect
OpenAI Platform
  • Advanced integrations
CRM
Desk
Books
Invoice
Inventory
People
Recruit
Workerly
Writer
Contracts
Qntrl
Creator
Deluge
Flow
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
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 (non-Zoho)
  • Signing with PFX/P12 file-based DSC (non-Zoho)
  • 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

Meeting

Password storage & management
  • AES-256 encryption
  • Store unlimited passwords
  • Attach unlimited files and documents (Max file size - 2MB)
  • Access from computers, smartphones, and tablets
  • Folders
  • Password sharing
  • Fine-grained and role-based permissions to view/edit/manage passwords
  • TOTP integration
  • Share passwords with TOTP codes
  • Sharing folders
  • Breached password alerts
  • Single sign-on for cloud apps
  • Integration with Zoho apps - Mail, Desk, Projects, Flow
Authentication
  • Passwordless login (Unlock vault with Zoho OneAuth, Windows Hello, TouchID, Passkey, and Yubikey)
  • Zoho OneAuth - MFA
  • Microsoft 365 authentication
  • Google Workspace authentication
  • AD/LDAP authentication
  • Azure AD authentication
  • SAML 2.0 authentication
User management
  • Invite users via email
  • Import users from Google Workspace/Microsoft 365
  • IP address restriction
  • Geolocation restriction
  • Break-glass account for emergency access
  • Import users from AD/LDAP/Azure AD
  • Sync users and groups from Azure and Google Workspace
  • Sync users and groups from Okta
Password policies & compliance
  • Pre-built password policies of varying strengths
  • Provision for creating custom password policies
  • Enforcing standard usage of password policies
Audit & reports
  • Complete record of all password management operations
  • Password assessment reports
  • Logging all access to passwords
  • Intuitive password access reports
  • User access and activity reports
  • Folder access and sharing activity reports
  • Export reports in PDF
  • Scheduler for reports
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
  • Desktop apps
  • Browser extensions
  • Command Line Interface (CLI)
  • Webhook integrations - Unlimited webhooks
  • Rebranding
Password event notifications
  • Custom alerts for all sensitive actions performed
  • SIEM integration
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 - 10GB/employee license
  • Webinar attendees - 100/organizer
Meeting features
  • Collaboration features
Screen/Application sharing
Screen sharing with audio
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
Instant chat
Whiteboard
Meeting polls
Co-host
Share material
Pin video
Remote control
Join 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 configuration
On-demand webinar
  • Attendee engagement and in-session features
Join from mobile browser
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)
Apps and extensions
  • Desktops application (Windows, Mac, and Linux)
  • iOS mobile app
  • Android mobile app
  • 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

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

Vani

Basics
  • Unlimited Spaces
  • Unlimited teammates
  • Smart templates
  • Vani AI (100 credits per person per month)
  • Professional kits & add-ons
  • Creator tools (text, shapes, connectors, etc.)
  • Annotation tools (pen, highlighter, sticky notes, etc.)
  • Media & file uploads up to 500MB per file
  • Structures (mindmap, timeline, stack, etc.)
  • Database tables
  • Widgets
Organizing & Navigating Spaces
  • Up to 15 Zones per Space
  • Frames
  • Pins
  • Layers
  • Mini map
  • Zone-wide search
Internal collaboration
  • Team-shared Spaces
  • Granular Zone access controls
  • Comments & mentions
  • Live cursors
  • Follow teammates
  • Unlimited Catchups
  • Unlimited Catchup recordings
  • Preview 200+ file formats
  • Flow (Presentation mode)
External collaboration
  • Externally shared Spaces
  • Password-protected links with expiry
  • Create embed codes
Data administration and security
  • Admin controls
  • Roles & permissions
  • Archived Spaces
  • Transfer Space ownership
  • Unlimited version history
  • Audit trails
Integrations
  • Zoho WorkDrive
  • Zoho Mail
  • Zoho Show
  • Microsoft Teams
Native apps
  • Android app
Developer platform
  • API support
User preferences
  • Notification preferences
  • Mouse & trackpad
  • Cursor personality
Finance
Books
Invoice
Billing
Expense
Inventory
Checkout
Payroll
Commerce
Core accounting and organization setup
  • Branches - 3/org
  • Sales
Quotes
Manage customers
Invoices - 100,000 a year
Recurring invoices
Credit notes
Invoice customization
Customer portal
Multi-lingual invoicing
Payment reminders
Online payments
Generate payment links
Record offline payments
Sales orders
E-way bills
Progress invoicing New
e-Invoicing
Remove Zoho Books branding on invoices
Sales approval
Retainer invoicing
Multi-currency invoicing
Automatic exchange rates
Multi-transaction number series
  • Purchase
Expenses and bills - 100,000 (combined)/org
Manage vendors
Vendor credits
Record payments made
Purchase orders
Mileage tracking
Auto forward receipts from email inbox
Auto-scan receipts
Recurring expenses
Recurring bills
Apply landed costs to purchases
Multi-currency transactions
Automatic exchange rates
Multi-transaction number series
Vendor portal
  • Banking
Add multiple bank and credit card accounts
Import bank and credit card statements
Auto forward bank and credit card statements
Bank reconciliation
Transaction rules
Connected banking with partner banks
Setup bank & credit card feeds via third party provider
  • For accountants
Invite accountant
Chart of accounts
Sub-accounts
Manual journals
Bulk update - accounts
Transaction locking
Journal templates
Base currency adjustments
Recurring journals
Budgeting
Fixed asset management
  • Inventory
Manage items
Stock tracking
Set reorder points
Price lists
  • Reporting
Dashboard
Reports
Export and print reports as spreadsheet or PDF
Schedule reports - 200/org
Reporting tags
Custom reports - 200
Cashflow forecasting report
GST compliance
  • Invoice management system New
  • GST tracking
  • GST Returns
  • GST Filing
  • GST Payments
Internal finance control
  • Activity log
  • Transaction locking
  • Custom user roles and access
  • Sales approval
  • Purchase approval
  • Timesheet approval
  • Timesheet approval - Customer
  • Digital signature
  • Record locking
  • Validation rules
Projects and timesheets
  • Manage projects
  • Project expenses and invoices
  • Project tasks
  • Timesheet and billing
  • Timesheet approval
  • Timesheet approval - Customer
  • Retainer invoices for projects
  • Project budgeting
  • Project profitability
Customization and automation
  • Invoice customization
  • Email template customization
  • API call limit - 10,000 requests/day/org
  • Custom reports - 200/org
  • Custom views
  • Custom fields
  • Workflow rules - 200
  • Validation rules
  • Related lists
  • WebTabs - 10/org
  • Custom modules - 10/org
  • Custom schedulers
  • Custom buttons and links
  • Custom domain
  • Workflow rules executions
Email alerts
In-app notifications
Field updates
Custom functions
Webhooks
  • Custom fields
String: Text box (single-line), email, URL, and phone - 50/org
Numerical: Number, date, and date & time - 35/org
Decimal: Decimal, amount, and percent - 20/org
Lookup - 5/org
Text box (Multi-line) - 5/org
Dropdown - 25/org
Attachment - 10/org
Boolean (Checkbox) - 20/org
Multi-select - 5/org
Auto-generate number - 1/org
Formula - 2/org
Document management
  • Create folders
  • Upload documents
  • Auto scan receipts - 2
  • Attach files to transactions and contacts
  • Auto forward receipts and bills
  • Auto forward bank statements
Collaboration
  • Customer portal
  • Comments
  • Contextual chats
  • Assign and track tasks
  • Vendor portal
Integrations
  • Other apps
Google Workspace
Microsoft 365
Slack
Zapier
Dropbox
Google Drive
Evernote
OneDrive
WhatsApp
Twilio
  • Payment gateways
Razorpay
ICICI eazypay
Stripe
PayPal
Paytm
2Checkout
  • Connected banking
HSBC Bank
Kotak Mahindra Bank
Standard Charted bank
Yes Bank
  • Zoho apps
Practice
Payroll
Inventory
Expense
Analytics
CRM
SalesIQ
Mail
Desk
Cliq
Bigin
Billing
Campaigns
Commerce
People
Projects
Advanced Inventory
  • Warehouse management
  • Composite items
  • Track serial numbers
  • Batch tracking
  • Print shipping label
  • Track shipments
  • Connect online sales channels
  • Connect Shopify stores
  • Track bin locations - 2000 bins/warehouse
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 mail
Automate
  • Recurring invoices
  • Payment reminders
  • Recurring expenses
Integrations
  • Zoho integrations
Zoho CRM integrations
Powerful APIs
Online payment gateways
G Suite integration
Twilio integration
Security
  • SSL encryption
  • 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
  • Progress invoicing
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 & Security
  • Data backup
  • 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
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
  • 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
Control
  • Unlimited policies
  • Custom expense rules
  • Unlimited custom rules
  • Blocking rules
  • Duplicate detection
  • Fraud detectionbeta
  • Hard copy receipt collection
Allocations
  • Customer
  • Project
  • Accounting codes
  • Tags
  • Attendees
  • Cost centers
  • Locations
  • Custom codes
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
Core features
  • Orders/month - 7500
  • Invoices/month - 7500
  • Purchase orders/month - 3000
  • Bills/month - 3000
  • Warehouses - 3
  • Bins/warehouse - 2000
  • Branches - 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
  • 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 - 135/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
Core payroll - processing and administration
  • Automatic payroll calculation
  • Statutory deduction calculations
  • Online salary payment through partner banks
  • Online payslip, TDS worksheets
  • Downloadable bank advice
  • Multi-payment mode - cash, cheque, bank transfer
  • Pay schedule
  • Loss of pay (LOP)
  • LOP reversal
  • Salary revision
  • Salary revision letter
  • Pay run reversal
  • Full & final settlements - Gratuity, arrears, notice pay, leave encashment
  • New joinee arrears
  • Bonus pay run
  • Off-cycle pay run
  • Salary hold
  • Variable pay
  • Prior payroll
  • Previous employment data
  • Departments/designations
  • Pre-defined user roles and permissions
  • Documents
  • Pre-defined alerts
  • Collecting reimbursements and FBP proofs with custom timelines
  • Collecting Investment Declaration and POI with custom timelines
  • Email notifications for multiple events
  • Email reminders for multiple events
Core payroll - salary configuration
  • Income tax, PT, ESI
  • Pay schedule
  • Statutory bonus
  • EPF
  • EPF-ECR report
  • ESI
  • ESIC return
  • State-based LWF
  • New joinee arrears
  • LWF reports
  • State-based Professional tax
  • PT return statements
  • Form-16 generation with signer tool
  • TDS challan recording
Core payroll - salary configuration
  • Pre-defined salary components
  • Salary arrears
  • Flexible benefit plans
  • Pre-tax deduction components
  • Post-tax deduction components
  • Formula-based salary components
  • Scheduled salary components
  • Salary templates
  • Loans/salary advance
Employee self-service portal
  • Employee self-service portal access
  • Password-protected payslip and TDS sheet view/download
  • IT declaration
  • Proof of investment submission/approval
  • Real-time feedback on POI and reimbursement claims
  • Loan, YTD, Deduction, Salary summary
  • Get organization reminders
  • View organization broadcast messages
  • Contact payroll admin from the portal
Customizations, approvals, workflows and automation
  • Custom salary components
  • Custom alerts
  • Custom message for alerts,reminders, and notifications
  • Custom roles and permissions
  • Customizable payslip templates
  • Pay run approval
  • Salary revision approval
  • Reimbursement approval
  • Employee custom fields
  • Loan custom fields
  • Custom fields
String: Text box (Single-line), Email, URL, and Phone - 20/org
Numerical: Number, Date, and Date & time - 12/org
Decimal: Decimal, Amount, and Percentage - 10/org
Text box (Multi-line) - 5/org
Dropdown - 10/org
Boolean (Check Box) - 10/org
Multi-select - 2/org
Auto-generate number - 1/org
Reports
  • Payroll summary
  • Salary register
  • Filters and report customization
  • Form 24Q
  • LOP summary
  • Tax deduction summaries
  • Loan summaries
  • Payroll journal
  • Department, designation, data-range filters
  • Report-specific contextual filters
  • Export (xls, csv, PDF)
Integrations
  • Direct deposit through partner banks
  • YES bank
  • HSBC
  • Zoho Books
  • Automatic payroll journal entry
  • Zoho People
  • Employee sync and onboarding
  • LOP sync
  • Zoho Expense
  • Automatic reimbursement fetch during pay run
  • Zoho Analytics
Privacy and security
  • GDPR
  • AICPA SOC
  • ISO 9001
  • ISO IEC 27001
  • ISO IEC 27017
  • ISO IEC 27018
  • Multi-factor authentication

Less than 5 employee licenses

Account management
  • Contributors - 6
  • Campaign pages - 200
  • Customer accounts - Unlimited
  • File storage - Unmetered
  • Items - 10,000
Build
  • Free hosting
  • Free SSL certificate
  • Themes
  • Unlimited bandwidth
  • Site builder + Visual editor
  • Pages & files
  • Categories
  • Collections
  • Product filters
  • Manual product recommendations
  • Mega menu
  • Wishlist
  • Save for later
Market
  • Blogs
  • Newsletter subscriptions
  • Basic coupons
  • SEO tools
  • Buy now button
  • Product reviews
  • Meta pixel advertising
  • SMS/WhatsApp updates
  • Google advertising
  • Loyalty New
  • Automatic discounts New
  • Advanced coupons
Manage
  • Product cataloging
  • Order management
  • Inventory management
  • Shipping integrations
  • Online and offline payments
  • Analytics & reporting
  • Service items
  • Users & roles
  • Pickup locations
  • Customer portal
  • Custom shipping rules
  • Returns New
  • Abandoned cart module New
  • Assembly/Kit items
  • Digital downloads New
  • Live shipping rates
  • Member only access
Automation
  • Workflows rules/module - 5
  • Email alerts - Unlimited
  • In-app notifications - Unlimited
  • Field updates - Unlimited
  • Custom views - 50/module
  • Custom fields - 63/module
  • API - 7500 calls/day

5 employee licenses and above

Account management
  • Contributors - 6
  • Campaign pages - 500
  • Customer accounts - Unlimited
  • File storage - Unmetered
  • Items - 50,000
  • Inventory locations - 3
Build
  • Free hosting
  • Free SSL certificate
  • Themes
  • Unlimited bandwidth
  • Site builder + Visual editor
  • Pages & files
  • Categories
  • Collections
  • Product filters
  • Manual product recommendations
  • Mega menu
  • Wishlist New
  • Save for later New
  • Product recommendations rules
Market
  • Blogs
  • Newsletter subscriptions
  • Basic coupons
  • SEO tools
  • Buy now button
  • Product reviews
  • Meta pixel advertising
  • SMS/WhatsApp updates
  • Google advertising
  • Loyalty New
  • Automatic discounts New
  • Advanced coupons
Manage
  • Product cataloging
  • Order management
  • Inventory management
  • Shipping integrations
  • Online and offline payments
  • Analytics & reporting
  • Service items
  • Users & roles
  • Pickup locations
  • Customer portal
  • Custom shipping rules
  • Returns New
  • Abandoned cart module New
  • Assembly/Kit items
  • Digital downloads New
  • Live shipping rates
  • Member only access
  • Advanced inventory tracking (Serial number and batch tracking)
  • Price lists
  • Request for quote
Automation
  • Workflows rules/module - 5
  • Email alerts - Unlimited
  • In-app notifications - Unlimited
  • Field updates - Unlimited
  • Webhooks - Unlimited
  • Custom functions - Unlimited
  • Custom schedulers - 10
  • Custom views - 50/module
  • Custom fields - 63/module
  • Validation rules - 10/module
  • Custom buttons - 10/module
  • Related lists - 10/module
  • Web tabs - Unlimited
  • Custom modules - 10
  • Widgets - Unlimited
  • API - 10,000
HR
People
Recruit
People
  • Administrators - Unlimited
Employee database management
  • Employee database
  • Employee self-service
  • Multi-entity management
  • Zoho Vault integration
Document management
  • Organization & employee file management
  • E-signature app integration
  • Personal file uploads
  • Zoho Sign templates
Onboarding
  • Candidate onboarding
  • Employee onboarding
Time off management
  • Leave policies
  • Attendance-based leave accrual
  • Holidays
  • Compensatory off
  • Leave grant
  • Bradford score
  • Exceptional working day
  • Integration with Google, Office 365, Zoho Projects, Zoho Cliq, Zoho Connect
Attendance
  • Attendance tracking via web, mobile, and facial recognition
  • Attendance regularization
  • On duty
  • Hourly permissions
  • People kiosk
  • Present by default
  • Biometric integrations
  • FTP plugin
  • Location tracking
  • IP restrictions
  • Geo restrictions through zMaps
  • Geo restrictions through Google Maps
Roster management
  • Shift creation
  • Shift scheduling
  • Shift change request
  • Shift rotation
  • Shift patterns
  • Shift reminders
Timesheet
  • Projects, job, and client management
  • Time logs
  • Timesheets
  • Job schedule
  • Overtime management
  • Timesheet scheduler
  • Billing and invoice generation
  • Integrations with in-product Performance and Attendance services, Zoho Projects, Zoho Invoice, Zoho Expense, Zoho CRM, Zoho Books, QuickBooks
Storage
  • Default storage - 10GB
  • Data backup - 5/month
Reports and analytics
  • Standard reports (module based)
  • Custom reports
  • Zoho Analytics integration (Advanced analytics)
Performance management
  • Performance evaluation methods
  • 360-degree feedback
  • Performance appraisals
  • Self-appraisals
  • Multi-rater feedback
  • Continuous reviews
  • Nine-box matrix
Compensation management
  • Customizable salary and benefit components
  • Tailor-made salary packages
  • Salary revisions and approvals
  • Revision letters
  • Historical reports
Learning management system
  • Course management
  • Blended learning
  • Trainer access
  • Course feedback
  • Assessments
  • Discussion forums
Employee engagement
  • eNPS survey
  • Engagement survey
Automation
  • Approvals - Multi-level
  • Workflows: checklists, tasks, email alerts
  • Webhooks
  • Email and letter templates
  • Custom functions
  • Blueprint
  • Mail merge - 1,000 free merges/month
Developer space
  • API - Max: 25,000 calls/day
  • Connections
  • Custom widgets
Others
  • Mobile apps for iOS & Android
  • FTP integration
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 storage - 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
Legal
Contracts
Creation and document authoring
  • Inbuilt document editor
  • Document assembly
  • Fillable fields
  • Import contracts
  • Attach files and links to contract records
  • Unlimited contracts
Sharing and collaboration
  • Contract sharing
  • Collaborative editing
  • Contextual comments
  • Track changes
Contract approvals
  • Parallel approvals
  • Sequential approvals
  • Contextual comments
  • Approval delegation
  • Unlimited approval workflows
Negotiation and counterparty review
  • Online negotiation
  • Collaborative editing with counterparties
  • Contextual comments
  • Track & compare changes
  • Negotiation history
  • Negotiator authentication via email
  • Request access for counterparty negotiators
Execution
  • eSignature
  • Signing workflows
  • Reminders & notifications
  • Unlimited documents
  • Signer authentication via email & SMS
  • Language options for signers
  • In-person signing
  • Aadhaar eSign
  • Singapore Singpass compliance
  • Qualified Electronic Signatures (QES)
QES via Swisscom
Uanataca & InfoCert
itsme & EU eID
  • AATL certificates via TrustFactory (South Africa)
  • Tendaworld digital signatures (Kenya)
  • USB token–based DSC
  • PFX/P12 file–based DSC
  • Third-party DSC providers (eMudhra)
Renewals & extensions
  • Contract renewal
  • Contract extension
  • Renewal & extension letter generation
  • Template customization
  • Renewal alerts
Obligations management
  • Contract obligation tracking
  • Obligation reminders
  • Recurring obligations
Amendments
  • Contract amendments
  • Amendment letter generation
  • Template customization
Termination
  • Contract termination
  • Gain/Loss calculation
  • Termination letter templates
Versioning & activity history
  • Document revisions
  • Contract activity feed
Counterparties
  • Add & manage counterparty details
  • Unlimited counterparties
Configuration & customization
  • Clause library
  • 14 predefined contract templates
  • Contract type configuration & builder
  • Choice list customization
  • Email notification preferences
Reports & analytics
  • Standard reports
  • Analytics dashboards
  • Calendar & contract schedules view
Security & data privacy
  • Admin audit logs
  • User access logs
  • Downloadable logs
  • User activity feed
  • Counterparty data protection
Business Process
Creator
Analytics
DataPrep
Flow
RPA
Applications and data management
  • Applications - Unlimited
  • Building blocks - forms, reports, pages, workflows
  • Multi-experience deployment - deploy apps in web/mobile/tablet
  • Mobile app customizations
  • Share applications with key stakeholders
  • Branding and personalization
  • Basic fields
  • Advanced fields
  • Custom AI models - 100
  • Ready to use AI models - 250
  • AI calls - 1000
  • Records - 250,000/employee
  • Storage - 5GB/employee
  • App templates and marketplace
  • Data import and export
  • Record comments
  • Email notification - 500/employee/day
  • App activity notifications
  • Publish components - 50
Workflow automation
  • Workflow rules and actions
  • Deluge execution statements - 50,000
  • Built-in approvals
  • Custom schedules - 600/employee/month
  • Blueprints - stages & transitions
  • Blueprint analytics
  • Batch block - 125
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
  • Portal users - 3
  • Custom domain
  • Rebranded mobile apps
  • Private app store (Zoho MDM)
  • Portal permission sets - 250/app
Privacy, security and governance
  • Permission sets - 250/app
  • Roles - 1000/app
  • SAML based single single sign-on
  • Password policy
  • Multi-factor authentication
  • Domain authentication - 5
  • Data encryption & PII/ePHI
  • Audit trail
  • Backup
  • Sender email address - 100
  • Active directory support
  • Multi-lingual support
Developer tools
  • Application IDE
  • Schema builder
  • Widgets
  • Cloud functions - 200 calls/employee/day (Maximum 20,000 calls/day)
  • Developer environments
  • Activity logs
  • Developer API - 1000/employee/day
  • Custom API - 500/employee/day
Essentials
  • Records/Rows - 5 million + addition of 100k/employee (Maximum of 50 million rows)
  • Reports & dashboards - Unlimited
  • 75+ visualization options
  • Pre-built reports
  • Workspaces - Unlimited
Data integration & preparation
  • Cloud drives
  • Files & feeds
  • Databases (cloud and on-premises)
  • Data warehouses & data lakes
  • Streaming dataset
  • Relational databases
  • Cloud databases
  • Import from email
  • Business app connectors - 50+
  • Import schedules - Unlimited
  • Data refresh rate - Hourly
  • Multiple schedule for connection
  • Data snapshots
  • Query tables - 500
  • Formula engine
  • Advanced data preparation
  • Data pipeline
Business app connectors
  • 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
    Eventbrite
    Semrush, and more
  • Finance
    Zoho Finance (Books, Invoice, Billing, Inventory, Expense)
    QuickBooks (Online and Desktop)
    Xero
    Stripe
    Exact Online
  • e-Commerce
    Shopify
    Zoho Commerce
    WooCommerce
  • Project management
    Zoho Projects
    Zoho Sprints
    Zoho BugTracker
    Jira Software Cloud
    Teamwork Projects
    Smartsheet
  • HR & Recruitment
    Zoho People
    Zoho Recruit
  • IT & help desk
    Zoho Desk
    Zendesk
    Freshdesk
    Teamwork Desk
    ManageEngine ServiceDesk Plus (On-demand and On-premise)
    ManageEngine SupportCenter Plus
    Site24x7
  • Social media
    X (Twitter) Analytics
    X (Twitter) Competitive Analytics
    Facebook pages
    Facebook Competitive Analytics
    Instagram
    YouTube channels
    LinkedIn pages
  • DSML
    Dataiku
  • Premium connectors
    Oracle Netsuite
    Odoo
    Exact Online
    Microsoft Dynamics 365
  • Zoho Creator
AI powered advanced analytics
  • Predictive analytics
  • What-if analysis
  • Auto analysis
  • Conversational analytics
  • Zia insights
  • Cluster analysis
  • Anomaly detection
  • Open AI integration
  • Data alerts - 100
Collaboration
  • Export visualization & dashboard
  • Analytics portal - 1
  • Make public
  • Private links - 100
  • Schedule emails - 100
  • Commenting
  • Zoho Cliq integration
  • Slack integration
  • Data storytelling - Advanced
  • Large screen display
  • Mobile apps
Governance & administration
  • Data security & encryption
  • Organization admins
  • Workspace admins
  • Custom roles
  • Groups
  • Backup
  • Data sync & audit history
  • Access logs
  • Activity logs
Extensibility
  • Logo rebranding
  • Export as template
  • Client SDKs
  • Custom connectors
  • Zoho Flow integration
  • REST APIs for integration
  • API units - 100,000/day
Essentials
  • Rows processed - 5M+
  • Batch size - 1M
  • Data sources - Unlimited
  • Audit retention - 6 months
Data transformation
  • Join and union
  • Data deduplication
  • Pivot / Unpivot
  • Intelligent suggestions
AI-powered dataprep
  • Ask Zia
  • Transform by example
  • Sentiment analysis
Sharing & collaboration
  • Access controls
  • User groups
Limits
  • Flows - Unlimited
  • Tasks - 3,000/organization/month and 1,000/employee license/month
  • Polling frequency - 5 minutes
  • History - 90 days
Cloud integrations
  • Base apps
  • Webhook triggers
  • URL triggers
  • RSS triggers
  • Email triggers
  • Premium apps
On-premises integrations
  • On-prem agent
  • On-prem apps
  • SQL databases
  • Command line and script execution
Builder experience
  • Drag and drop
  • Auto arrange
  • Test and debug
  • Undo and redo
  • Drafts
  • Data mapping
  • Versions
Troubleshooting
  • History
  • Support access
  • Manual rerun
  • Auto rerun
Logic and utilities
  • Multi-step flows
  • Decision
  • Custom functions
  • Delay
  • Subflows New
  • Outgoing webhooks New
  • Error branch
  • Send email
  • Set variable
Organization, compliance & security
  • Audit trail
  • Connection sharing
  • Folders
  • Restore deleted flows
  • Encryption at REST
  • GDPR
  • Multi-factor authentication
Overall limits
  • Administrators
  • RPA flow executions - 150/org/month + 50/employee/month
  • RPA flows - Unlimited
  • History - 90 days
RPA actions
  • Windows automation
  • Web automation
  • MS Excel automation
  • Files and folders automation
Triggers
  • Schedule
  • Webhook
  • Hotkey
  • File or folder event
  • Windows process
Builder experience
  • Drag and drop
  • Auto arrange
  • Test and debug - Unlimited
  • Undo and redo
  • Drafts
  • Data mapping
  • Versions
Cloud apps
  • Apps - Requires the Zoho Flow app to be added in Zoho One.
Logic and utilities
  • Decision
  • Error branch
  • Send mail
  • Delay
  • Set variable
  • Custom functions
Troubleshooting
  • Flow execution history
  • Support access
DevOps
  • Turn on/off flows
  • Apply changes
  • Manual rerun
  • Auto rerun
Organization, compliance, and security
  • Audit trail
  • Folders
  • Restore deleted flows
  • Encryption at REST
  • GDPR
  • Multi-factor authentication
Security & IT Management
Log360 Cloud
Log360 Cloud
  • Archival storage (Cold) – 150GB/org + 6GB/employee license (Max 6TB)
  • Search storage (Hot) – 50GB/org + 2GB/employee license (Max 2TB)
  • Unlimited log source count
  • Search retention – 90 days
  • Archival retention – 10 years
  • Store & search logs
  • Auditing & reporting
  • Compliance reporting
  • Customizable dashboards
  • Data export (PDF, CSV)
  • CASB monitoring
  • Alerting – 70 alert profiles/org
  • Storage tiers – 20 tiers/org
  • Incident management
  • Log collection filters
  • Correlation – 20 rules/org
  • Log forwarding
  • Custom reports
  • Scheduled exports – 20/org
  • User work hours tracking
  • User & entity behavior analytics (20 anomaly rules)
  • AI-powered Zia insights
  • Overwrite old logs
  • Advanced Threat Analytics (ATA)