The Unified Customer Experience Platform.

Zoho CRM Plus empowers your sales, marketing, customer support, and every other
customer-facing team to work as one. With a completely unified interface, the platform enables
businesses to get complete visibility on every customer interaction. The unified interface,
unified admin panel, unified setup, unified search, and unified provisioning comes as one of a
kind in the industry to help businesses deliver exceptional customer experiences.
Your Benefits

● Create effective email campaigns to reach and interact with your prospects.
● Proactively chat with your website visitors and convert them into prospects.
● Create, schedule, and deliver your social media content when your audience is most
likely to engage.
● Manage your sales pipeline, spot opportunities, increase win rates, and grow your
business.
● Deliver unmatched customer service across multiple channels, languages, and time
zones.
● Plan, track, and collaborate on client deliverables using our project management tools.
● From click to deal, it's all in one place. Drill down your Google AdWords campaigns and
improve conversion rates.
● Gain data-driven insights on your sales performance with smart dashboards and KPIs.
● Gather opinions, analyze results, and discover better ways to exceed customer
expectations.

2
What do I get with CRM Plus?
For a price of $57/user/month (paid annually), the Zoho CRM Plus platform offers you a unified
platform powered by the following modules catering to each of your customer-facing teams:

1. CRM for sales automation

2. SalesIQ for visitor tracking
3. Desk for support management
4. Projects for projects collaboration
5. Campaigns for marketing automation
6. Social for social media management
7. Survey for customer surveys
8. Analytics for metrics and KPI
9. Marketing Automation for personalizing customer journeys
10. PageSense for tracking and analyzing website performance
11. Webinars for capturing your audience
12. Backstage for managing events
13. WorkDrive for online file management
14. Cliq for streamlining communication

Along with Zia, an AI-powered live-chat interface.

CRM - Sales Force Automation

Feature Availability
Sales Force Automation
Leads Yes
Contacts Yes
Accounts Yes
Deals Yes

3
Sales Forecasting Yes
Forecasting Based on Territories Yes
Macros Yes
Feeds Yes
SalesSignals Yes
Document Library Yes
Activities Yes
Reminders Yes
Recurring Activities Yes
Calendar Booking Yes
Multiple Currencies 50 Currencies
Social Yes
Social Tab Yes
Scoring Rules 50 criteria/module
Multiple Scoring Rule 5 rules/layout (50 criteria/rule)
Motivator for Zoho CRM Yes
CRM Analytics
Standard Reports Yes
Custom Reports Unlimited
Schedule Reports Maximum 200 schedules
Standard Dashboards Yes
Custom Dashboards Unlimited
Charts and KPIs Yes
Anomaly Detector 20 trends Additional 2 trends/user
license (max 100)
Zia Notification subscription for Anomaly 30 components
Detector components

4
Comparator, Target Meter, Funnel and Zones Yes
Cohort Analysis 25
Quadrant Analysis Yes
Stage Component Yes
Marketing Automation
Campaigns Yes
Mass Email 2000/day/org
Custom Email Templates Unlimited
Email Opt-out Yes
Autoresponders 5 autoresponders
Schedule Mass Email 10/module
ZIA
Prediction builder 20/org
Zia scoring Yes
Recommendation builder 10/org
Email Intent Yes
Email Sentiment Yes
Email Emotion Yes
Email Activity Extraction Yes
Enrichment from Emails Yes
CNS (consecutive negative sentiment) Yes
Email summary Yes
Email - Sentence Auto complete Yes
Call transcription Yes
Call sentiment Yes
Call intent Yes

5
Call emotion Yes
Call Summary Yes
Data Enrichment 2000 records/user license Max of
50000 records
Next Best Experience Yes
Zia for forecast Yes
Voice of the customer Yes
Zia Vision - Image matching 20/org
Churn Prediction 20/org
Competitor alert Yes
Strategy Influencer 6/org
Best time to contact Yes
Record owner suggestion Yes
Similarity recommender 10/org
Zia Notifications Yes
Workflow rule suggestion Yes
Workflow email duplicate alert Yes
Anomalies in workflow rule Yes
Ask Zia Yes
Macro suggestion Yes
Zia Reminder Yes
Prediction analytics Yes
Recommendation analytics Yes
Best time to contact analytics Yes
Inventory Management
Products Yes
Price Books Yes

6
Quotes Yes
Sales Orders Yes
Invoices Yes
Vendors Yes
Purchase Orders Yes
Inventory Templates Yes
CPQ
Product Configurator
Total number of product configurations 100
Number of "selected" items you can create 20
a rule for
Number of "additional conditions" per " 25
selected" entry in a rule
Number of module-based conditions under 25
Primary Rule Criteria
Total number of Actions per rule 50
Price Rules
Total number of price rules 100
Number of module-based conditions under 25
Primary Rule Criteria
Number of records that can be selected per rule 25
in the "Direct Type" price rule
Number of records that can be selected per rule in the 5
"Volume Type" price rule
Number of range rows that can be added per item in 10
the "Volume Type" price rule
Guided Selling
Number of Guided Selling flows 100
Number of Questions that can be added in 10
a Guided selling flow

7
Number of Input Options applicable across 18
all question pages
CUSTOMER SUPPORT
Cases Yes
Solutions Yes
Web-to-Case Form 100 forms/module
Notify Owner Yes
Case Escalation Rules Yes
Data Administration
Admin Tools for configuration management Yes
File Storage (for Org.) 5GB plus 1GB/user license
Additional File Storage (for Org.) $5.75/month for 5GB
Data Storage (1-200 users) 10GB (5 Million records approx)
Additional Data Storage (1-200 users) $4 for 100MB /month

Data storage (> 200 users) 30GB (15 million records approx)
Additional Data Storage (> 200 users) $2 for 100MB /month
Default Data Storage per user license 100MB
Import Data 50,000/batch
Data Import - Clone option Yes
Data Import - Skip and Overwrite option 50,000 records/batch
Merge Duplicates - Find & Merge Option Yes
Merge Duplicates - Deduplicate Option Yes
Import History Past 60 days
Export Module Data 200,000 records/module, upto 1000
exports per day
Free Data Backup 4 data backups/month
Data Backup $12 /request

8
CRM Variables 11 groups + 25 entry/group
Security Management
Profiles 200
Roles 500
Reporting Hierarchy Yes
Territory Management 250
Groups 250
Field-Level Security Yes
Custom Links 50 links/module
Default Data Sharing Settings Yes
Public Read Only (in Default Data Sharing Settings) Yes
Data Sharing Rules 100 rules per module (Up to 15
criteria-based sharing rules)
Audit Logs Yes
Allowed IPs Yes
Record Sharing Yes
Data Encryption 20 fields/module
GDPR Compliance Settings Yes
HIPAA Compliance Settings Yes
Product Customization
Customization Features
Home Page Components 20
Organize Tabs Yes
Rename Tabs Yes
Group Tabs 50 groups
Custom Modules 50 modules + (additional 5
modules/user license) [ Max limit:
500 custom modules]

9
Layout Editor Yes
Page Layouts 6 layouts/module (Note: Not
applicable for Activities module)
Layout Rules 10/layout
Record Locking Configuration 5 rules/module
Validation Rules 25/layout (Using Functions: 5/layout)
Subforms 5/module
Subform fields 25/subform in a layout
Email Address Duplication Check Yes
Custom Fields 500 fields/module (Note:
Activities module has only 230
Fields)
Unique Fields 2 fields/module
Picklist History Tracking Yes
Color Coding Picklists 10 picklist fields/module
Global Sets 25 sets/org,15 picklists/global set,
7 picklists/global set/module, 1000
picklist values/global set
Standard List Views Yes
Custom List Views Unlimited
Records in List Views 100
Smart Filter 10
Kanban View 10
Chart View 5
Modify Criteria Pattern Yes
Last Activity Time in Criteria Yes
Custom Related Lists 10/module
Customize Search Layout Yes
Customize Related Lists Columns Yes
10
Custom Buttons 250/module
Personal Fields 30 fields/module
Web Tabs 50
Copy Customization Yes
Wizards 25 (5 per module)
Multiple Sales Pipeline 50
Customize User Layout 50 custom fields
Domain Mapping Yes
Kiosk Studio 10 kiosks
Canvas
List View 50 views/module
Detail View 25 views/module
Canvas Rules 25 rules/module
Reusable components 25 components/org
Import/Export Canvas views 10 views/org
Maximum limit for individual field types
String fields (Single Line, Multi Line, Pick List, 200 (includes upto 5 Rich
Multi-select Pick List, Email, Phone, URL, and Text Fields)
Auto Number) Maximum 10 Text Area fields
Integer Fields 40
Number fields 40
Date Fields 50
Date Time Fields 50
Boolean (Checkbox) 80
Long Integer Fields 35
External Fields 15
Lookup Fields 10

11
Multi-select Lookup Fields 2
Lookup Filter Yes
Fields of Lookup 5 fields/lookup field
User Fields 5
Record Image Field Yes
File Upload Field 5
Auto-number Fields 1
Formula Fields 25
Multi-user Field 1
Image Upload Field 2
Rollup summary 15
Special Fields
Contact Role Yes
Terms & Conditions Yes
Tax Rates Yes
Process Management
Blueprint 100 Blueprints (Includes the
default Blueprints)
Clone Blueprint Yes
Common Transition per Blueprint 25
Transition per Blueprint 300
Field Count During Transition 50
Approval Process Yes
Review Process 10/module
Journey Builder 10 journeys /org (includes both
active and inactive journeys)

12
PathFinder 1,00,000 record captures/day, and
2,00,000 transitions/day across all
processes.
Automation
Workflow Rules/org 2500 (maximum 2000 active)
Workflow Rules 150 rules/module (maximum 100
active) 10 conditions/rule
Scheduled Action 5 actions/condition
Workflow Usage Yes
Tasks 5 tasks/action
Reminder for Workflow Tasks Yes
Email Notifications 5 email notifications/Action, 1,000
emails/User License, 50,000
emails/Day (whichever is lesser)
Record Owner, Record Creator, Record Owner's Yes
Manager
Using Email field from the Module & Related Modules Yes
Field Updates 5 field updates/action
Delete Yes
Field Update Yes
Create Record Yes
Assign Record Owner Yes
Workflow Convert Yes
Execute Based on Date Field Value Yes
Execute Based on Record's Score Yes
Execute Based on Recommendation Yes
Webhooks 1/action 1,000,000 calls/day or 1000
calls/ per /day Limit applicable for the
org. (whichever is lower)
Actions by Zoho Flow Yes

13
Assignment Rules 50 rules/module & 100 rule entries
Assignment Thresholds 30 thresholds per module &
500 users per threshold
Functions 1 Instant Action and 5
Time-Based Actions per Rule
Custom Schedules 20 schedules/org
Marketing Attribution Yes
Segmentation 5 (active or inactive) 20
(unpublished or draft)
Workflow Usage Report Yes
Cadences 300 cadences, upto 25/module,
maximum 20 email, 20 task, and 10
call follow-ups
Webforms
Forms for Leads/Contacts 100 forms/module
Approve Records Yes
Auto Response Rules Yes
Unsubscribe Links 10
Notify Record Owner Yes
Webform Analytics 300,000 visits/month and 6
months of data for Analytics
Webform A/B Testing 10 webforms/module
Email
Email Integration (IMAP/POP3/Gmail API) Yes
Email Insights Yes
Organization Emails 500
BCC Dropbox 10 approved email addresses
Attachments in Email 10MB
Email Sharing Yes

14
Email Scheduling Yes
Email Authentication 20 Domains
Email Parser Yes
Email Association with Deals Yes
Email Relay 20 domains
Zoho CRM for Office 365 Yes
Zoho CRM for Gmail Add-on Yes
SalesInbox Yes
Integration
CRM Marketplace (Extensions for Zoho CRM) 50
Zoho Creator Integration Yes
Integration with Online Meeting providers Yes
Visitor Tracking Zoho SalesIQ Integration Yes
Zoho Survey Integration Yes
Survey Creation in Campaigns Module Yes
Zoho Writer Add-on Yes
Zoho Desk Integration Yes
Zoho Projects Integration Yes
Zoho Finance Suite Integration Yes
Zoho PhoneBridge Yes
Zoho Analytics Integration Yes
Zoho Campaigns Integration Yes
Zoho Forms Integration Yes
Zoho Webinar Integration Yes
Zoho Backstage Integration Yes
Zoho Meetings Integration Yes

15
Mail Merge Template (Plug-in for Microsoft Office) 1000 merges/month/org
Attach from Zoho Docs Yes
Attach from Google Docs Yes
Google Calendar Synchronization (For Google Users) Yes
Google Contacts Synchronization (For Google Users) Yes
Zoho CRM for Google Ads Yes
Slack Integration Yes
Zoho CRM Mobile Edition Yes
Zoho CRM Analytics Mobile Edition Yes
Check-in Yes
Zoho Directory Integration Yes
Remote Sales Office Yes
LinkedIn Sales Navigator Integration Yes
WhatsApp Business Yes
Google Chat Integration Yes
Google Workspace
Export Meetings to Google Calendar Yes
Export to Google Tasks Yes
Synchronize Google Calendar (For Google Yes
Workspace Users)
Synchronize Google Contact (For Google Yes
Workspace Users)
Zoho CRM Webforms for Google Sites 100/module
Developer Hub
APIs (Max allowed credits) Unlimited (2,000/user)
Functions - (Max allowed credits) Unlimited (1,000/user license)
Client Script Yes

16
Widgets Yes
Connections Yes
General
Personal Settings Yes
Company Logo and Theme Yes
Fiscal Year Yes
Business Hours Yes
Portals 10,000 portal invites included
for default portal (Contacts)
Sandbox Yes
Business Card View Yes
Calendar Yes
Calendar Synchronization (CalDAV Access) Yes
Advanced filters Yes
Tags for Records 10 tags/record 200 tags/module
Sticky Notes Yes
Translations Yes

SalesIQ - Visitor Tracking & Sales Intelligence

Feature Availability
Branding
Company favicon Yes
Company logo Yes

17
For Operations
Roles and permissions Yes
Chat volume per month Unlimited
Departments 25 + (number of brand
Purchased x 3)
Proactive chat trigger rules 100
Chat routing rules 100
Visitor routing rules 25+number of operator licenses

purchased (Max limit - 100)

Block IP Yes
Profanity management 10 libraries
Smart suggestions Yes
Chat translation Yes
Tags 30
Chat transfer Yes
Group chat with customers Yes
Chat history Unlimited
Concurrent chat limit Yes
Chat queue Yes
Brand-specific business hours Yes
Department based email configuration Yes
Email templates Unlimited
Company profile enrichment Zia Yes
Conversation monitor Yes
Visitor Insights
Live visitor dashboard Yes
Monthly visitor tracking limit 200K
Lead scoring rules 100
18
Company scoring rules 100
Chatbots
Custom chatbots 10
Answer Bot Zia Yes
Hybrid chatbot Yes
People
Visitors Yes
Contacts Yes
Company Yes
Export People data Yes
For your customer
Offline messaging Yes
Visitor-side chat history Yes
Chat reopening Yes
Credit card masking Yes
Live chat Media
File sharing Yes
Voice note Yes
Audio call Yes
Screen sharing Yes
Click to Call
Call monitoring Yes
Call transfer Yes
Call queue Yes
Call routing rules 100
Resources
Articles 2000

19
FAQs 2000
Unanswered questions Yes
Canned replies 5000
Small talks 10
Business terms Yes
Channels
Website Yes
Mobile app Yes
Email signature Yes
Telegram Yes
Instagram Yes
Facebook Messenger Yes
WhatsApp Yes
LINE Yes
Custom Tools
Widgets 50
Brand-specific widgets 5
Form controller 100
Admin webhooks 3
Data webhooks 10
Reports
Daily - Scheduled Yes
Weekly - Scheduled Yes
Monthly - Scheduled Yes
Real-time reporting Yes
Plugins
Wordpress Yes

20
OpenCart Yes
Joomla Yes
Drupal 7 Yes
Drupal 8 Yes
OSCommerce Yes
Cs-cart Yes
Magento Yes
WooCommerce Yes
PrestaShop Yes
Sharepoint Yes
Facebook Yes
Integrations
Zoho CRM Yes
Zoho Desk Yes
Zoho Booking Yes
Zoho Checkout Yes
Zoho Assist Yes
Zoho Analytics Yes
Zoho Campaigns Yes
Google Translate Yes
MailChimp Yes
Zendesk Yes
Salesforce CRM Yes
ClearBit Yes
Leadberry Yes
Cloud telephony and PBX Yes
DESKTOP APPS Yes

21
OPERATOR MOBILE APP Yes
APPLE TV APP Yes

Desk - Customer Service Management

Feature Availability
Ticket Management
E-mail tickets Yes
Comment in ticket Yes
Private conversations in ticket Yes
Spam tickets Yes
Ticket history Yes
Ticket resolution note Yes
Ticket tags 50 tags/ticket
Add resolution as KB Yes
Customer happiness ratings Yes
Suggested articles Yes
Merge tickets Yes
Split tickets Yes
Clone ticket Yes
Ticket timeline Yes
Read / Unread tickets Yes
Followers Yes
Time entry Yes
Approvals Yes

22
Team ownership Yes
Ticket sharing Yes
Send as email Yes
Mass reply Yes
Scheduled reply Yes
Parent-child ticketing Yes
Agent productivity
Quick ticket view (Peek view) Yes
Response editor with rich text support Yes
Advanced search Yes
Response draft Yes
Table view Yes
Keyboard shortcuts Yes
Agent queue Yes
Teams queue Yes
Search facet Yes
Snippets for faster response Yes
Email templates in reply Yes
Work modes Yes
Review ticket replies Yes
Gamescope for agents Yes
Agent idle timeout Yes
Real time collaboration
Real Time Updates in Ticket List & Detail View Yes
Real Time Ticket Count in Starred Views Yes
Team Feeds Yes

23
Agent Collision Detection Yes
Agent Collision Chat Yes
Agent Collision Reply Avoidance Yes
Customer Support Channels
Email channel 100
Help center Yes
Feedback widget 1 / department
Advanced web forms 20 / department
X (Twitter) 2 brands
Facebook 2 brands
Instagram 2 brands
Community forums Yes
Telephony Yes
Live chat Yes
Instant Messaging
WhatsApp Yes (Usage-based charges
applied by WhatsApp )
Telegram Yes
Wechat Yes
LINE Yes
Dashboard Yes
WhatsApp sandbox Yes
Canned messages Yes
Auto-responses Yes
WhatsApp template messages Yes
Ticket conversion Yes
Embeddable options Yes

24
Profanity management Yes
Chat transfer Yes
Notifications Yes
Custom workflows Yes
Help Desk Automation
Notification rules Yes
Macros 30 / department
Workflow rules 30 / department / module
Supervise - Time-based rules 30 / department
Custom actions gallery in workflows Yes
Custom functions in workflows Yes
Schedules 10 / department
Field watching Yes
Contract and support plans Yes
Ticket assignment rules
Direct assignment to agents and teams 30
Round-robin ticket assignment by load balancing 15 / department
Active skills 30 / department
Skill based ticket assignment Yes
Round-robin sequential assignment Yes
Advanced process Management - Blueprints
Active blueprints 20 / department
Transitions per blueprint 100
Common transitions per blueprint 5
Fields and actions per transition 30
State level SLAs & escalations Yes

25
Dynamic transition owner Yes
Transitions draft (Partial transitions) Yes
Blueprint widget support 3 / transition
Strict mode controls Yes
Custom functions in blueprints Yes
Service level Agreements ( SLA’s)
Number of SLAs 20 / department
Stop the SLA clock (On hold state) Yes
Multi-level escalations Yes
Customer based SLA Yes
Management in SLA Yes
Helpdesk working hours
Business hours 100
Holiday list 100
Helpdesk customization
Custom email templates Yes
Customize tabs Yes
Customize form fields Yes
Custom views Yes
Starred views Yes
Custom fields 230 / module
Custom ticket status & status grouping Yes
Field dependencies Yes
Teams Yes
Ticket templates 600 / department
Department specific layout Yes

26
Multi lingual (Beta) Yes
Custom lookup fields 5 / module and layout
Layout rules 50 / department
Validation rules Yes
Multi layout 20 / department
Custom modules Yes
Regular expressions Layout rules - 50 / department,
Validation rules - 10 / department
Personalization
Helpdesk appearance - Night mode Yes
Display screen settings Yes
Display font control Yes
Reply editor font controls Yes
Reply button behavior Yes
Landing page settings Yes
Reply - article auto suggestion Yes
Default send behavior Yes
Multi-language support Yes
Date & time format control Yes
ARTIFICIAL INTELLIGENCE - ZIA
Reply assistant Yes
Sentiment analysis Yes
Ticket auto tagging Yes
Anomaly services Yes
Zia answer bot Yes
Zia field predictions Yes
Zia powered by chatGPT Yes

27
Re-Branding
Custom domain mapping Yes
Multi - Department
Multiple department support tracking 50
All-department view of tickets Yes
Department based signatures Yes
Department-Specific product handling Yes
Help Center
Private knowledge base for agents Yes
Article versioning Yes
Public knowledge base Yes
Community Yes
ASAP Yes
Text-to-speech in ASAP mobile SDK Yes
Multilingual knowledge base Yes
Community gamification Yes
301 redirection Yes
Google analytics integration Yes
Themes Gallery Yes
CSS customization Yes
Custom widgets Yes
Auto-translation of KB articles Yes
Answer bot in ASAP Yes
Live chat in ASAP Yes
Multi-brand help center Yes
HTML customization Yes

28
GUIDED CONVERSATION
GC flows 25 / department
Global variables 100 / portal
Session variables 100 / portal
Local variables 100 / flow
GC blocks 500 / flow
GC widgets Agent widget - 1 / department
Customer widget - 5 / department
Flow metrics Yes
Customer Management
Contact & account information management Yes
Private notes for contacts & accounts Yes
Dedicated owners for contacts & accounts Yes
Contact & account custom fields Yes
Merge contacts 230
Merge accounts Yes
Custom views for customers Yes
Contact & account insights Yes
Deduplicate contacts & accounts Yes
Follow contacts & accounts Yes
Contact to product association Yes
Secondary contact (Cc's) Yes
Contacts to multiple accounts Yes
Activity
Tasks Yes
Events Yes
Calls Yes

29
Time tracking
Manual Ticket Time Tracking Yes
Auto Ticket Time Tracking Yes
Activity Time Tracking Yes
Billing Preferences Yes
Products
Product Based Ticket Tracking Yes
Associate Products to Contacts Yes
Associate Products to Accounts Yes
Dedicated Owner for Products Yes
Custom Fields for Products 230
Custom Views for Products Yes
Analytics
Agent dashboard Yes
Predefined reports Yes
Ticket overview dashboard Yes
Ticket status dashboard Yes
Customer happiness dashboard Yes
Tickets stages Yes
Custom reports Yes
Export reports to CSV, XLS or PDF Yes
Custom dashboards Yes
Headquarters dashboard Yes
Response, resolution & FCR dashboards Yes
Knowledge base dashboard Yes
Community dashboard Yes

30
Calls reports and dashboards Yes
SLA dashboards 100
Telephony agent availability Yes
All department analytics (Global reports and
Yes
dashboards)
Schedule reports Yes
Blueprint dashboard Yes
ZIA dashboard Yes
Telephony
In-Product call notifications Yes
Call-to-Ticket conversion Yes
Answer over-the-web Yes
Answer over-the-phone Yes
Call logging Yes
Call transfer Yes
Call recording Yes
Call hold Yes
Call mute Yes
Business hours configuration Yes
Non-business hour management Yes
Call queue handling Yes
Outbound calls Yes
Missed call management Yes
Custom greeting configuration Yes
Call routing (Sequential & simultaneous) Yes
Call waiting message Yes
Caller history Yes

31
Voice mail Yes
Real-time agent availability Yes
Call reports and dashboards Yes
Fallback number Yes
Spam call handling Yes
Call summary Yes
Multi-Level IVR Yes
Agents and Permissions
Profiles 50
Roles 250
Field-level access control Yes
Data sharing Yes
Add-ons & Integration
G Suite Yes
Zoho BugTracker Yes
Zoho CRM Yes
Zoho Analytics Yes
Zoho PhoneBridge for Call Centers Yes
Zoho Assist Yes
Zoho Cliq Yes
Zoho SalesIQ Yes
Atlassian Jira Yes
Slack Yes
Zoho Books/Invoice Yes
Salesforce Yes
Zapier Yes

32
Office 365 Yes
MS Teams Yes
Zoho PageSense Yes
Telephony and PBX Yes
Zoho Marketplace for Zoho Desk
Public extensions Yes
Extension starter pack Yes
Private extensions Yes
Custom actions via extensions Yes
Mobile Apps
Radar app for Zoho Desk Yes
Zoho Desk app Yes
Security
IP range restriction (active directory) Yes
CSP policy header Yes
SSL certificate Yes
API dashboard Yes
Single sign-on using SAML in help center Yes
User authentication (JWT) in ASAP Yes
Federated login Yes
DKIM/DMARC Yes
ePHI field labeling Yes
Field encryption Yes
System field encryption Yes
Privacy
Anonymization of agent and customer Yes

33
Data center location Yes
DSR - Data Subject Requests Yes
Read recipients Yes
Accessibility
Highlight critical information Yes
Underline links Yes
Emphasis focus area Yes
Animation controls Yes
Reading mask Yes
Zoom level adjuster Yes
Screen reader Yes
Keyboard focus navigation Yes
Custom scrollbar Yes
Developer Tools
API 1,000,000 calls / day / org.
Mobile SDK Yes
Webhook 10 Active
Deluge (Custom function) Yes
Data Administration
Export data Yes
Import history Past 60 days
Import data 30,000 / batch
Data backup (Beta) 1 full backup / month
Sandbox Yes
Audit log Yes
Data Migration

34
Migration from other help desk Yes

Projects - Project Management & Collaboration

Feature Availability
Basics
Projects Unlimited
Storage Space 120GB
Project Templates 30
Pages & Chat All Projects
Read-only users 10
Resources Can be purchased as add-ons
User Hierarchy Yes
Charts/reports
Gantt charts Across projects
Workload Report Across Projects
Advanced Task / Issue Reports Advanced
Core features
Tags Yes
Project Feeds Yes
Task management Yes
Document sharing Yes
Import from MS Project Yes
Calendar & Forums Yes
Google Apps Integration Yes

35
Project Custom Status Yes
Milestone Custom Status Yes
Task Custom Status Yes
Subtasks Yes
Pre-Built Templates Yes
Task Duration (Hours/Days) Yes
Reminders Yes
Project Timeline Gantt Yes
Task Dependency Across projects (All four types)
Task layout Create
Sync Google Tasks Yes
Time tracking Yes
Export projects Yes
Custom Views Yes
Recurring Tasks Yes
Timesheet approval Yes
Time Log restriction Yes
Blueprint for Tasks Yes
Parallel Transitions Yes
AI Chatbot powered by Zia Yes
Project Budget Yes
Work - Planned Hours (Planned vs Actual Report) Yes
Business Hours Yes
Weekends & Holidays Yes
Strict Project Yes
Task Rollup Yes

36
Earned Value Management Yes
Milestone Layout Yes
Project Layout Yes
Flexible work hours Yes
Workflow Rules Yes
Critical Path Yes
Baseline Yes
Multiple Baseline Support Yes
Task Layout Rules Yes
Project Custom Fields 155
Milestone Custom Fields Yes
Task Custom Fields 255
Issue Custom Fields 120
Timesheet Custom Fields 55
Custom Profiles and Roles Yes
Custom Domain Yes
Web Tab Yes
Teams Yes
Issue Tracker
Import Issues (CSV, XLS & JIRA) Yes
Add issues through email Yes
Export issues Yes
Notifications Yes
Business Rules Yes
Web to Issue Form Yes
Link Issues Yes

37
Custom Fields Yes
Email Settings Yes
SLA Yes
Webhooks Yes
Custom Issue Email Templates Yes
Integrations
Zoho CRM Yes
Zapier Yes
Zoho Meeting Yes
Zoho Sprints Yes
Zendesk Yes
Microsoft Teams Yes
Office 365 Yes
Slack Yes
ServiceNow Yes
Zoho Invoice (For Invoice & Expenses) Yes
Zoho Books (For Invoice & Expenses) Yes
Zoho People Yes
Dropbox Yes
Zoho Analytics Yes
Zoho Flow Yes
Zoho Desk Yes
Zoho Directory Yes
SharePoint Yes
GitHub Yes
BitBucket Yes

38
GitLab Yes
Gitea Yes

Campaigns - Email Marketing Campaigns

Feature Availability
Design
Basic template layouts Yes
Pre-designed, responsive newsletter templates Advanced
Drag-and-drop template editor Yes
Template library Yes
Email newsletters
Unlimited emails Yes
Email attachments Yes
Chain campaign Yes
Child campaign Yes
A/B testing Yes
RSS campaigns Yes
Marketing calendar Yes
Customizable header and footer Yes
Remove Zoho Campaigns logo in footer Yes
Reports and analytics Yes
Contact management
Basic segmentation of contacts Yes

39
Advanced segmentation of contacts Yes
Bulk segments Yes
Customizable signup forms Yes
Customizable pop-up forms Yes
Topics Yes
Contact scoring and tags Yes
Personalization
Merge tags Yes
Dynamic content Yes
Email polls Yes
Email Delivery and Deliverability

Schedule email campaigns Yes

Recipient time zone sends Yes
Recipient optimal open time sends Yes
Send in batches Yes
Email authentication using SPF/Sender ID, Domain Yes
Key/DKIM
Compliance check Yes
Dedicated IP address Available on a yearly basis
Email Marketing Automation
Basic automated workflows Yes
Advanced automated workflows Yes
Built-in workflow templates Yes
Account and user Management
Users Up to 20 users
Assign roles and privileges Yes

40
Custom user roles Yes
Campaign managerial approval Yes
Email-sending policy Yes
Workspaces Yes
Ecommerce Email Marketing
Pre-designed newsletter templates Yes
Pre-designed cart-abandonment reminder templates Yes
Contact, product, and coupon sync Yes
Profile- and shopping-history segments Yes
AI-based product recommendations Yes
Store's revenue vs. email-based revenue Yes
Automated purchase follow-ups Yes
Automated cart-abandonment follow-ups Yes
Cross-Channel Marketing
SMS Marketing Yes
Webhook
Mailing-list-based notifications Yes
Sent-campaign notifications Yes
Developer API
Campaign management Yes
List management Yes
Callback URLs Yes
Integrations
Zoho CRM Yes
Zoho Creator Yes
Zoho Survey Yes

41
Zoho Contacts Yes
Zoho Invoice Yes
Zoho Books Yes
Zoho Recruit Yes
Zoho Meeting Yes
Zoho Commerce Yes
Zoho Flow Yes
Zoho Desk Yes
Zoho Backstage
Zoho Bigin Yes
SugarCRM Yes
Salesforce Yes
Tracking URLs with Google Analytics Yes
Eventbrite Yes
SurveyMonkey Yes
Shopify Yes
YouTube For video email campaigns Yes
Vimeo for video email campaigns Yes
Flickr Add images to the template gallery Yes
Google Photos Add images to the template gallery Yes
Gravatar Yes
PayPal Yes
Litmus Yes
Giphy Yes
Zapier Yes
GoToWebinar Yes

42
Evernote Yes
Dropbox Yes
OneDrive Yes
Box Yes
Wistia Yes
HubSpot Yes
MS Dynamics 365 Yes
Zendesk Yes
WooCommerce Yes

Social – Social Media Marketing

Feature Availability
Basic
Home Dashboard Yes
Recent Posts Yes
Notifications Yes
Livestream Yes
Create Custom Roles Yes
Publishing & Scheduling
Multi-channel Publishing Yes
Custom Scheduling Yes
Drafts Yes
Published Posts Yes
Scheduled Posts Yes
Unpublished Posts Yes

43
Publishing Calendar Yes
Alt Text Yes
Image Editor Yes
Bulk Scheduler Yes
Repeat Posting Yes
CustomQ Yes
SmartQ Yes
Pause/Resume Post Yes
Audience Targeting Yes
RSS Feeds 20 Feeds
Custom Video Thumbnail Yes
Schedule Retweets Yes
Social Library Yes
Media Library Yes
Cloud Picker Yes
Canva Integration Yes
UTM Parameters Yes
Facebook Reels Yes
Instagram First Comment Yes
Instagram Carousel Post Yes
Instagram Stories Yes
Instagram Reels Yes
Tag Profiles on Instagram Yes
Instagram Grid Preview Yes
YouTube Shorts Yes
Google My Business Events Yes

44
Hashtag Groups Yes
Trending Hashtags Yes
Popular Posts Yes
Post Insights Yes
Export Posts Yes
Discuss Posts Yes
Zia - Generative AI
Compose with Zia Yes
Reply with Zia Yes
URL Shortner
zurl Link Shortner Yes
Bit.ly Shortner Yes
Inbox
Manage Interactions Yes
Filters Yes
Custom Views Yes
Assignment Rules Yes
Track Activities Yes
View History of Interactions Yes
Messgages
Monitoring Dashboard 15 Columns
Facebook Page Yes
Facebook Reviews Yes
Facebook Page @mentions Yes
X Timeline Yes
X Likes Yes

45
X @mentions Yes
X Keyword Search Yes
X User Search Yes
X Lists Yes
Instagram Hashtag Search Yes
Google My Business Questions Yes
Google My Business Reviews Yes
Lead/Contact Interactions Monitoring Yes
LinkedIn @mentions Yes
YouTube Likes Yes
YouTube Dislikes Yes
YouTube Playlists Yes
YouTube Moderate Comments Yes
Connections
Connections Dashboard Yes
Most Engaged Yes
Recently Engaged Yes
X Followers/Following Yes
PROFILE INFORMATION
CRM Leads Yes
CRM Contacts Yes
Mute/Block Accounts Yes
Connection Interactions Yes
TEAM COLLABORATION
Collaborate Dashboard Yes
Workflow & Approvals Yes

46
Tagging Discussions Yes
Audio/Video Call Team Member Yes
REPORTS
Reports Dashboard Advanced reports with data from
last year
Published Post Stats Yes
Custom Reports Yes
Schedule Reports Yes
Export Reports Yes
Discuss Reports Yes
Zoho CRM Integration
Add Leads to Zoho CRM Yes
Chat with CRM Owner Yes
CRM Reports Yes
View CRM Connections Yes
View CRM Status & Information Yes
Monitor Leads & Contacts Yes
Rule-based Lead Generation Yes
Zoho Desk Integration
Create Tickets from Social Updates Yes
Chat with Desk Owner Yes
Desk Reports Yes
Desk Info for Connections Yes
Rule-based Ticket Generation Yes
View Ticket IDs Yes

47
Surveys - Customer Satisfaction Surveys

Feature Availability
Survey Creation
Number of Surveys Unlimited
Number of Questions Unlimited
Number of Responses (billed annually) Unlimited
Number of Responses (billed monthly) 7000 responses/month
Label Yes
Title Yes
Number Yes
In-mail Surveys Yes
Create surveys on computers Yes
Create surveys on tablets Yes
iOS Yes
Android Yes
Easy Drag & Drop creation Yes (with an easy to use touch
interface as well)
Pagination Yes
Redirect to a new page on submit Yes
Right to left language support Yes
Trash & restore surveys Yes
Delete surveys Yes
Duplicate surveys Yes

48
Close or Deactivate survey Yes
250+ Templates Yes
DIFFERENT QUESTION TYPES & FIELDS
Question Types All
TEXT BASED QUESTION TYPES
Number Yes
Email Yes
Short Answer Yes
Long Answer Yes
Multiple Textboxes Yes
Full Name Yes
Contact Information Yes
Heading/Description Yes
CHOICE BASED QUESTION TYPES
Multiple choice (One answer) Yes
Multiple choice (Many answers) Yes
Dropdown (One answer) Yes
Dropdown (Many answers) Yes
Rating Scale Yes
Star Rating Yes
NPS (Net Promoter Score) Yes
Slider Scale Yes
Ranking Yes
Boolean Yes
Matrix Choice (One answer) Yes
Matrix Choice (Many answer) Yes
Matrix Rating Scale Yes
49
Matrix Star Rating Yes
Matrix Dropdown Yes
Matrix Grid Yes
Image Selection Yes
MEDIA BASED QUESTION TYPES
File Upload Yes
Signature Yes
QUESTION CUSTOMISATION
Duplicate Survey Questions Yes
Mandatory Questions Yes
Answer Validation Yes
Set Acceptable Input Formats Yes
Set Maximum and Minimum Input Values Yes
Scale Rating Ranges Yes
Other Choice Yes
Comments Field Yes
Question Hint Yes
Ask for the Respondent's Name Yes
Add Pictures Yes
Embed Call Link Yes
Embed Videos Yes
Insert Links Yes
Mark Exclusive Answer Choices Yes
Question Randomization Yes
Answer Randomization Yes
Redirect Links for Pictures Yes

50
Upload GIFs Yes
DIVERSE SURVEY LOGIC
Question Display Logic Yes
Page Logic Yes
Disqualify Respondents Yes
Prepopulation/Auto Fill Yes
Piping Logic Yes
Answer Display Logic Yes
Custom Script Condition Yes
DIFFERENT SURVEY PAGES
Introduction Page Yes
Terms and Conditions Yes
Save and Continue Later Yes
Survey End Page Yes
Survey Over Quota Page Yes
Survey Disqualification Page Yes
Response Editing Restriction Page Yes
IP Address Restriction Page Yes
Closed Survey Page Yes
SURVEY SETTINGS
Carry Forward Choices Yes
Scoring Yes
Custom Variable Yes
Respondent Variable Yes
Timer Yes
Document Merge Yes

51
Survey End Page Logic Yes
SURVEY DESIGN
Predesigned Themes Yes
Personalized Themes Yes
Mobile-Friendly Themes Yes
Tablet-Friendly Themes Yes
Survey Font Yes
Custom Backgrounds Yes
Colour Schemes Yes
Header Personalization Yes
Body Personalization Yes
Footer Personalization Yes
Social media Preview Yes
SURVEY BRANDING
Survey Design Customization & White Labelling Yes
Custom End Page Yes
SURVEY DISTRIBUTION
Offline Surveys + Kiosk mode Yes
QR Code for Surveys Yes
Pop-up surveys in Website Yes
Embed Survey in Website Yes
Anonymous Responses Yes
Email Distribution Up to 100000/month
SMS Distribution Yes
Share on Social media Yes
OFFLINE SURVEY APP

52
Offline Survey on iOS and Android Yes
Kiosk mode Yes
Print Survey Yes
AUDIENCE PANEL
Purchase Responses Yes
RESPONSE COLLECTION & MANAGEMENT
IP Address Restriction Yes
Password protection Yes
Enable Captcha Yes
Remove IP address Yes
Set Survey End Date Yes
Limit the Number of Responses Yes
Collectors Unlimited
Survey Quota Yes
Collector Quota Yes
Conditional Quota Yes
Generate Unique URLs Yes
Data Collection On Computers Yes
Data Collection On Tablets Yes
Data Collection On Mobile Phones Yes
Reports & Analytics
Basic
Survey Completion Time Yes
Collector Name Yes
Real-time Responses Yes
Time Spent by the Respondent Yes

53
View IP Addresses Yes
Delete Responses Yes
Reporting
Default Report Yes
Custom Report Yes
Trend Report Yes
Cross-tab Reports Yes
Summary of Responses Yes
Individual Responses Yes
Filters Yes
Turf Analysis Yes
Download Charts Yes
Response Notes Yes
Response Timeline Yes
Word Cloud Yes
Sentiment Analysis Yes
Classify Responses Yes
Schedule Reports Yes
Visualization
Meter gauge Yes
NPS Charts Yes
Pie chart Yes
Horizontal bar Yes
Vertical bar Yes
Line chart Yes
Arc chart Yes

54
Donut chart Yes
Spider web Yes
Area chart Yes
Stacked horizontal bar Yes
Stacked vertical bar Yes
Grouped horizontal bar Yes
Grouped vertical bar Yes
Longitudinal line Yes
Longitudinal area Yes
Longitudinal spline Yes
Radar chart Yes
Clustered vertical bar Yes
Clustered horizontal bar Yes
Survey Tracking
Track survey using Google Analytics Yes
Track survey using Google Tag Manager Yes
Track survey using Facebook Pixel Yes
Integrations
Zoho CRM Yes
Zoho SalesIQ Yes
Zoho Recruit Yes
Zoho Sheet Yes
Zoho Analytics Yes
Zoho Campaigns Yes
Google Sheets Yes
Microsoft Teams Notification Yes

55
Microsoft Power BI Yes
Zapier Yes
Slack Yes
GSuite Marketplace Yes
MailChimp Yes
Shopify Yes
Eventbrite Yes
Zendesk Yes
Facebook Yes
X (formerly Twitter) Yes
LinkedIn Yes
Data Transfer
Export as Spreadsheet Yes
Export as PDF Yes
Export as CSV Yes
Export as Zip Yes
Export as SPSS Yes
Export as Tableau Extract Yes
Export as Image Yes
Open in Zoho Sheet Yes
Sharing & Collaboration
Share Survey Yes
Using Public link Yes
Using Private link Yes
Invite Reviewers Yes
Share Report Yes

56
Share Survey Preview Yes
Notifications
Trigger Emails Yes
Trigger Functions Yes
Webhooks Yes
Security and Privacy
SSL Certification Yes
HTTPS Encryption Yes
Hash URLs Yes
Custom Field Encryption Yes
User access & Management
User Management Yes
Audit logs Yes
Authentication & Compliance
Email Authentication Yes
Sender Email Authentication Yes
Mark as E-PHI Yes
Multilingual SSurveys
Survey Builder in 26 Languages Yes
Translate Survey in 90+ Languages Yes

Analytics - Advanced Analytics

Feature Availability
Essentials

57
Records/Rows 5M Rows
Reports & Dashboards Unlimited
75+ Visualization Options Yes
Pre-built Reports Yes
Workspaces Unlimited
Data Integration & Preparation
Cloud Drives Yes
Files & Feeds Yes
Relational Databases Yes
Cloud Databases Yes
Import from Email Yes
Business Apps Connectors 50+
Import Schedules Unlimited
Data Refresh Rate Hourly
Data Snapshots Yes
Query Tables Unlimited
Formula Engine Yes
Advanced Data Preparation Yes
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, and Eventbrite.

58
Finance Zoho Finance (Books, Invoice,
Billing, Inventory, Expense),
QuickBooks (Online and Desktop),
Xero, and Stripe.
eCommerce Shopify and WooCommerce.
Project Management Zoho Projects, Zoho Sprints, Zoho
BugTracker, Jira Software Cloud, and
Teamwork Projects.
IT & Help Desk Zoho Desk, Zendesk, Teamwork Desk,
ManageEngine ServiceDesk Plus
(On-Demand and On-Premise),
ManageEngine SupportCenter Plus,
and Site24x7.
Social Media Twitter Analytics, Twitter Competitive
Analytics, Facebook Pages, Facebook
Competitive Analytics, Instagram,
YouTube Channels, and LinkedIn
Pages
HR & Recruitment Zoho People and Zoho Recruit.
Zoho Creator Yes
Augmented Analytics
Predictive Analytics Yes
What-if Analysis Yes
Auto Analysis Yes
Conversational Analytics Yes
Zia Insights Yes
Data Alerts 30
Collaboration
Fine-grained access control Yes
Analytics Portal Add-on
Make Public Yes

59
Private Links 15
Schedule Emails 30
Commenting Yes
Data Storytelling Advanced
Large Screen Display Yes
Mobile Apps Yes
Governance & Adminstartion
Data security & Encryption Yes
Organization Admins Yes
Workspace Admins Yes
Groups Yes
Backup Yes
Access Logs Yes

Marketing Automation

Data security & Encryption

Overall Yes
Email Yes
SMS Yes
E-commerce Yes
Overall Yes
Contact Management
List Management Yes
Basic Segmentation Yes

60
Advanced Segmentation Yes
Contact scoring Yes
Tags Yes
Lead stage ( life cycle stage) Yes
Lead Attribution Yes
Topics Yes
Lead Generation
Sign-up Forms Yes
POP-UP FORMS (Signup Popups) Yes
Pop-up Forms (Basic) Yes
Pop-up Forms (Advanced) Yes
Landing Pages
Basic landing page creation Yes
CRO analytics Yes
Marketing Channels
Email Marketing
Template Layouts (Basic templates) Yes
Drag-and-Drop Editor Yes
Template Library Yes
Upload HTML Yes
Email Attachments Yes
Email Polls Yes
A/B Testing Yes
Compare Email Campaigns Yes
E-commerce email campaigns Yes
Survey Email Campaigns Yes

61
Event Email Campaigns Yes
RSS Campaigns Yes
Webinar Campaigns Yes
Email Campaign Reports Yes
Send follow-up Campaign Yes
Dynamic content Yes
Send in Batches Yes
Send time optimisation Yes
Timezone based Yes
SMS Marketing
SMS Campaigns Yes
Own SMS gateway Yes
SMS reporting Yes
Engagement Pop-ups
Social Marketing
Post scheduling Yes
Twitter Yes
Facebook Yes
Instagram Yes
LinkedIn Yes
Review social analytics Yes
ECommerce Marketing
Shopify Yes
Woocommerce Yes
Zoho Commerce Yes
Product Block Yes

62
Recommendation Yes
Contact and order sync Yes
Pre-designed newsletter templates Yes
Pre-designed cart-abandonment reminder templates Yes
Contact, product, and coupon sync Yes
Profile- and shopping-history segments Yes
AI-based product recommendations Yes
Store's revenue vs. email-based revenue Yes
Automated purchase follow-ups Yes
Automated cart-abandonment follow-ups Yes
Marketing Planner
Budget Tracking Yes
Task Collaboration Yes
Calendar and Scheduling Yes
Reporting and Analytics Yes

Web Analytics
Dashboard Yes
Behavior Yes
Acquisition Yes
Goals Yes
Smart URL Yes
Integrations
APIs Yes
Webhooks Yes
Zoho CRM Yes
Zoho Creator Yes

63
Zoho Survey Yes
Zoho Contacts Yes
Zoho Bigin Yes
Zoho Invoice Yes
Zoho Books Yes
Zoho Recruit Yes
Zoho Meeting Yes
Zoho Commerce Yes
Zoho Flow Yes
Zoho Desk Yes
Zoho Backstage Yes
SugarCRM Yes
Salesforce Yes
G Suite Yes
Tracking URLs with Google Analytics Yes
Eventbrite Yes
SurveyMonkey Yes
Shopify Yes
YouTube For video email campaigns Yes
Vimeo for video email campaigns Yes
Flickr Add images to the template gallery Yes
Google Photos Add images to the template gallery Yes
PayPal Yes
Litmus Yes
Giphy Yes
Zapier Yes

64
GoToWebinar Yes
Evernote Yes
Dropbox Yes
OneDrive Yes
Box Yes
Unsplash Yes
Unbounce Yes
Wistia Yes
HubSpot Yes
MS Dynamics 365 Yes
Zendesk Yes
Settings
Email Tracking Yes
Email limits Yes
Workspace Yes
Roles and Privileges Yes
Custom Roles Yes
Folders Yes
Opt-in- Confirmation
Design & Customize Opt-in Forms Yes
Add Company Logo to Opt-in Forms Yes
Customize Confirmation Page Yes
Send Opt-in Confirmation Emails Yes
Customize Opt-in Confirmation Emails Yes
Design & Customize Opt-in Forms Yes
Marketing Automation (Journey)

65
Triggers
Form Submission Yes
List Entry Yes
Enter a segment Yes
Criteria Match Yes
Email Action Yes
Date field Yes
Goals achieved Yes
Page visit Yes
Lead stage update Yes
Tag assigned Yes
Tag removed Yes
Open trigger Yes
Abandoned cart Yes
Purchase follow-up Yes
Product specific Yes
Cyclic Yes
Conditions
Simple condition Yes
Multi-way Yes
Check Email activity Yes
Check SMS activity Yes
Action
Engagement
Send Email Yes
Send SMS Yes

66
Productivity
Add to list Yes
Remove from list Yes
Topic Management Yes
Wait Time Yes
Update lead stage Yes
Assign tag Yes
Remove tag Yes
Update Lead Score Yes
Update field Yes
Internal Notification Email Yes
Wait Condition Yes
Move to Another Journey Yes
Remove from Journey Yes
Webhook Yes
Action
Zoho CRM Actions:
Push Data Yes
Create Task Yes
Create Deal Yes
Others
Journey Templates Yes
Journey Path Tracing Yes
X-RAY Yes
Re-enrollment Yes
Response Action Component
Update field Yes
67
Add to list Yes
Remove from list Yes
Assign tag Yes
Remove tag Yes
Add to Journey Yes

PageSense

FEATURE AVAILABILITY
Heatmaps Yes
Scrollmaps Yes
Attention maps Yes
Session recording Yes
Polls Yes
Funnel analysis Yes
A/B testing Yes
Split URL testing Yes
Visual editor Yes
Audience targeting Yes
Report segmentation Yes
Revenue analysis Yes
Real-time reporting Yes
Role-based access Yes
Integrations Yes
Chrome plugin Yes
URL targeting Yes

68
Unlimited experiments Yes
Unlimited pages Yes

Webinar

FEATURE AVAILABILITY
Collaboration features
Screen/Application sharing Yes
Annotation Yes
Computer audio/VoIP Yes
Webcam sharing Yes
International dial-in numbers Yes
Browser based (no downloads required) Yes
Virtual background Yes
Custom virtual background Yes
Emoji reactions Yes
File management Yes
Session duration 24 hours
Online meeting features
Keyboard and mouse sharing Yes
Personal Room Yes
Instant chat Yes
Whiteboard Yes
Meeting Polls Yes
Co-host Yes
Share material Yes

69
Pin video Yes
Remote control Yes
Scheduling and reminders
Schedule meeting Yes
Instant meeting Yes
RSVP Yes
Add to calendar Yes
Reminder setting Yes
Embed meeting widget Yes
Moderator controls
Mute/unmute meeting participants Yes
Remove meeting participants Yes
Lock meeting Yes
Multiple email reminders Yes
Advanced moderator settings Yes
Raise hand Yes
Webinar features
Scheduling and registrations
Customize registration form Yes
Embed registration widget Yes
Moderate registrations Yes
Add co-organizers Multiple co-organizers
Create polls before session Yes
View and export registration report Yes
Customize emails Yes
Multiple email reminder setting Yes

70
Automated follow up email configuration Yes
Post attendee link configuration Yes
Source tracking Yes
Domain restriction for registration Yes
Attendees list configuration Yes
Attendee engagement and in-session features
YouTube live streaming Yes
Upload and share materials Yes
Create instant polls Yes
Polls Yes
Q&A Yes
Raise hand Yes
Broadcast message Yes
Allow attendee to talk Yes
Make presenter Yes
Allow anonymous questions Yes
Chat between organizer and co-organizers Yes
Post webinar analytics
Basic reports Yes
Advanced report Yes
Recording and storage
Session recording Yes
Online storage space 5 GB/host
View and share recording Yes
Recording transcripts Yes
Meeting keynotes Yes

71
Session recording Yes
Organization Management
Co-branding Yes
Organization level settings Yes
Multiple portals Yes
Custom domain Yes
Automated email settings Yes
Configure the sender and reply-to email address Yes
Departments Yes
Security and compliance
Two-factor authentication Yes
Consent for turning on video Yes
Action log viewer Yes
Apps and extensions
Desktop application (Windows, Mac and Linux) Yes
iOS mobile app Yes
Android mobile app Yes
Outlook plugin Yes
Firefox extension Yes
Google Chrome extension Yes
Integrations
Zoho CRM Yes
Zoho Projects Yes
Zoho Calendar Yes
Zoho Campaigns Yes
Zoho Bookings Yes

72
Zoho Sprints Yes
Zoho Notebook Yes
Zoho Connect Yes
Zoho Backstage Yes
Zoho Bigin Yes
Zoho Mail Yes
Gmail Add-on Yes
Zoho Marketing Automation Yes
Zoho Flow Yes
Zia Yes
Rev AI Yes

Backstage

FEATURE AVAILABILITY
Feature
Number of events (Free) Unlimited
Number of attendees 100/event
Portal
Event days 1/event
Session duration 3 sessions (45 minutes each)
Attendees 100/event
Speakers 3/event
Sponsors Essential, premium and
ultimate add-ons

73
Booths Essential, premium and
ultimate add-ons
Portal settings
Data privacy Yes
Attendee profile management Yes
Activity log Yes
Portal-level content library Yes
Team management Yes
Custom team roles Yes
Webhooks Premium and ultimate add-ons
Branding and customization

White-labeled event website Premium and ultimate add-ons

Custom domain mapping Premium and ultimate add-ons
Event directory Premium and ultimate add-ons
Virtual Space customizations Premium and ultimate add-ons
Event calendar widget Premium and ultimate add-ons
Custom forms Premium and ultimate add-ons
Agenda builder
Agenda builder Yes
Tracks 1
Session duration 3 sessions & 45 minutes each
Host controls Yes
Bookmarking sessions Yes
Agenda export and import Yes
Event cloning Premium and ultimate add-ons
Event visibility settings Yes
Event Ticketing

74
Ticket classes 1
Paid ticketing Essential, premium and ultimate
add-ons
Commission-free event ticketing Essential, premium and ultimate
add-ons
Custom registration form Premium and ultimate add-ons
Promotional codes Essential, premium and ultimate
add-ons
Pre-approval of ticket orders Premium and ultimate add-ons
Registrations import and export Yes
Badge designer Yes
Event website
Website builder Yes
Website themes/templates Yes
Website language 1 language
Website customizations Essential, premium and ultimate
add-ons
Custom logo and favicon Essential, premium and ultimate
add-ons
Custom sections Essential, premium and ultimate
add-ons
Custom event pages Premium and ultimate add-ons
Cookie management Yes
Sponsors and exhibitors
Sponsorship management Add On
Exhibitor management Add On
Customizable virtual booths Add On
Sponsor/Exhibitor showcase Add On
Exhibitor to attendee meetings Add On

75
Lead management for exhibitors Add On
Event marketing
Scheduled emails Essential, premium and ultimate
add-ons
Automated emails Yes
Customizable banners Essential, premium and ultimate
add-ons
Social share banners Essential, premium and ultimate
add-ons
Affiliate marketing Essential, premium and ultimate
add-ons
Event networking and engagement
Private & group chat Essential, premium and ultimate
add-ons
1-on-1 meetings Ultimate add-on
Lounges 1/event
Discussion channels Premium and ultimate add-ons
Handouts Essential, premium and ultimate
add-ons
Live polling Yes
Live Q&A Yes
Event gallery Essential, premium and ultimate
add-ons
Announcements Essential, premium and ultimate
add-ons
Session feedback form Essential, premium and ultimate
add-ons
Session recordings Premium and ultimate add-ons
Event analytics
Event dashboard Yes

76
Ticket sales analytics Essential, premium and ultimate
add-ons
Attendee analytics Yes
Session analytics Yes
Exhibitor analytics Add On
Webcasting services
Backstage OnAir Yes
Third-party webcast services Yes
Mobile apps
Attendee mobile app—Android and iOS Yes
Organizer mobile app—Android and iOS Yes
White-labeled mobile app for attendees Ultimate add-ons
- Android and iOS
Integrations
Google Analytics Essential, premium and
ultimate add-ons
Zoho CRM Add On
Zoho PageSense Add On
Zoho SalesIQ Add On
Zoho Meeting Essential, premium and
ultimate add-ons
Zoom (Webinar and Meeting) Essential, premium and
ultimate add-ons

77
 Workdrive

FEATURE AVAILABILITY
Built-in document editors
Writer Yes
Sheet Yes
Show Yes
Supported Files
Preview 220+ file formats Yes
Convert files to Zoho format Yes
File Size 1 GB
Data Encryption Yes
Sharing
Individual collaborators Yes
Anyone in your team Yes
Anyone on the internet Yes
Record or entity based permission Yes

Cliq
Messaging

Unlimited 1-1 chats and group chats Yes

Participants per group 100

Read receipts Yes

Searchable messages 10000

@mentions and #tags Yes

78
Star important messages Yes

Maximum duration for audio/video messages and screen 5 mins

recordings

Link preview Yes

Print chat transcript Yes

Collaboration

Unified org directory Basic

Reminders Yes

Zia events Yes

Remote work Yes

Calendar events Yes

Channels

Organization & personal channels Yes

Announcement channels Yes

Archiving channels Yes

Participants per channel (Organization, team, & personal) 100

Threads Yes

Calls and meetings

1-1 audio & video calls Yes

Screen sharing Yes

Audio & video meetings Up to 100 participants

Maximum meeting duration 60 mins

Add guests to meetings Yes

Security and privacy

Single SSO sign-on & Google sign-on Yes

Two factor authentication Yes

79
Password policies Yes

Restricted IP Yes

Data encryption both in transit and at rest Yes

SSL support Yes

Consents Yes

Admin panel

User provisioning & de-provisioning Yes

Departments & designations Yes

Availability reports Yes

Chat export Yes

Import Yes

User preferences

Desktop notifications Yes

Themes Yes

Email & sound notifications Yes

Integrations

Integration with other Zoho apps Yes

Extensions 10 per organization

Developer platform

API support Yes

Slash commands 100 per organization

Message actions 100 per organization

Bots 100 per organization

Functions 100 per organization

Schedulers 50 per organization

Databases 50 per organization

80
Database records 1,000 per organization

Widgets 25 per organization

Internal apps 100

CRM Plus Add-Ons

FEATURE AVAILABILITY
Support
Premium support - Billed Monthly Premium support -
$13.8
/user/month, Enterprise support -
$17.25
/user/month
CRM File Storage
CRM File Storage - Billed Monthly Starts from
$5.75
/5 GB/month
SalesIQ - Visitors
Billed Monthly Starts from $25
/25,000 Visitors/month
Campaigns - Contacts
Billed Monthly Starts from $6
/500 Contacts/month
Social - Brand
Billed Monthly Starts from $23/
Brand/month
Survey - Responses
Billed Monthly Starts from $6
/100 Responses/month

81
 Analytics - Rows
Billed Monthly Starts from $10
/100,000 Rows/month

Projects and Desk - Lite users Free for 25 Lite Users

$10
/user/month
or
$120
/user/year for every additional

Sales Enquiries
Email: sales@zohocorp.com
Phone:
US: +1 888 204 3539
UK: +44(20) 35647890
Australia: +61 280662898

You can also reach out to us at: support@zohocrmplus.com

www.twitter.com/zoho
https://www.linkedin.com/company/zoho/
www.facebook.com/zoho

*The names and logos for Zoho are trademarks of Zoho Corp. All other trademarks, brand names, or
product names belong to their respective holders.

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