Feature Availability - Developer Edition | Zoho CRM

Feature Availability - Developer Edition | Zoho CRM

Developer Edition - Feature Availability & Limits

Features Developer Edition
Pricing Free
 

Sales Force Automation

Leads  
Accounts  
Contacts  
Deals  
Sales Forecasting  
Forecasts Based on Territories  
Macros  
Feeds  
SalesSignals -
Document Library -
Activities - Tasks, Events, Calls (Tasks, Events, Calls)  
Reminders  
Recurring Activities  
Multiple Currencies  
Social (Integration with Facebook, Twitter, Google Plus) -
Social Tab (Facebook & Twitter accounts of the Company) -
Scoring Rules 5 rules/module
 

CRM Analytics

Standard Reports  
Custom Reports 10
Schedule Reports 5 schedulers/user Maximum 10 schedulers/day for Org.
Standard Dashboards  
Custom Dashboards 5 Dashboards
 

Marketing Automation

Campaigns  
Mass Email 50/day
Custom Email Templates 10 templates
Email Opt-out  
Autoresponders 3 autoresponders
Schedule Mass Email  
 

Zia

Trend Analysis -
Best Time to Contact -
Macro Suggestion -
 

Inventory Management

Products  
Price Books  
Quotes  
Sales Orders  
Invoices  
Vendors  
Purchase Orders  
Inventory Templates  
 

Customer Support

Cases  
Solutions  
Web-to-Case Form 2 forms/module
Notify Owner  
Assignment Rules 2 rules & 5 rule entries
Case Escalation Rules  
Business Hours  
 

Data Administration

File Storage (for Org.) 1 GB
Additional Storage (for Org.) -
Records 10,000 records
Import Data 100/batch
Data Import - Clone option  
Data Import - Skip and Overwrite option 100 records/batch
Merge Duplicates -Find & Merge Option  
Merge Duplicates -Deduplicate Option  
Import History Past 60 days
Free Data Backup -
Data Backup $10 /request
CRM Variables 2 groups + 5 entry/group
 

Security Management

Users 10 Users (Free)
Customize User Layout 25 custom fields
Profiles 5
Roles 5
Territory Management 20 territories
Groups 5
Field-Level Security  
Custom Links 2 links/module
Default Data Sharing Settings  
Public Read Only (in Default Data Sharing Settings)  
Data Sharing Rules 5 rules
Audit Logs  
Allowed IPs -
Record-Level Sharing  
Data Encryption 1 fields/module
 

Product Customization

Home Page Components 10
Organize Tabs  
Rename Tabs  
Group Tabs 5 groups
Custom Modules 10 modules
Layout Editor  
Page Layouts 2 layouts/module. Not applicable for Events module.
Conditional Layouts -
Validation Rules -
Email Address Duplication Check  
Unique Fields 2 fields/module
Standard List Views  
Custom List Views 10 list views/module
Records in List Views 50
Kanban View  
Modify Criteria Pattern  
Last Activity Time in Criteria  
Custom Related Lists 2 custom related lists/module
Customize Search Layout  
Customize Related Lists Columns  
Custom Buttons 5 per module
Custom Fields (Includes all types of fields) 25 fields/module
Web Tabs 5
Copy Customizaton -
Maximum limit for individual field types -
String fields (Text, Pick List, Multi-select Pick List, Email, Phone, Text Area, URL, and Auto Number) Maximum 10 Text Area fields 10
Integer Fields (digits without decimal) 10
Number fields (Decimal, Percentage, and Currency) 5
Date Fields 5
DateTime Fields 5
Boolean (Check box) 10
Long Integer Fields 2
Lookup Fields 1
Multi-select Lookup Fields 1
Auto-number Fields (Included in the total no. of Text fields) 1
Formula Fields (Included in the total no. of custom fields) 2 fields/module
Special Fields  
Contact Role  
Terms & Conditions -
Tax Rates -
 

Automation

Workflow Rules 10 rule/module
Scheduled Action 5 actions/workflow rule
Tasks 5 tasks/action
Reminder for Workflow Tasks  
Email Notifications 5 alerts/action
Record Owner, Record Creator, Record Owners Manager (options in Alert)  
Using Email field from the Module & Related Modules -
Field Updates 3 field updates/action
Delete (Execute On Record Action)  
Field Update (Execute On Record Action)  
Workflow Convert  
Execute Based on Date Field Value  
Execute Based on Record's Score  
Webhooks 1/action 100 calls/day or 50 calls per user license for the org. (whichever is lower)
Functions 1 Instant Action and 5 Time-Based Actions per Rule
Functions - Calls per Day 100 calls/day or 50 calls per user license for the org. (whichever is lower)
Functions - Integration Tasks 2000 Zoho API calls/day using deluge
Functions - Get Data 2000 calls/day
Functions - Post Data 2000 calls/day
Functions - Send Mail -
Custom Schedules  
Approval Process  
Blueprint 20 Blueprints-(Includes the default Blueprints)
 

Web Forms

Forms for Leads/Contacts 2 forms/module
Approve Records  
Assignment Rules 2 rules & 5 rule entries
Auto Response Rules  
Unsubscribe Form  
Notify Record Owner  
 

Email

Zoho Mail Add-on -
IMAP -
Email Insights -
BCC Dropbox -
Plug-in for Microsoft Outlook -
Zoho CRM for Office 365 -
Attachments in Email 3 MB
Email Sharing -
 

Integrations

Zoho CRM Mobile Edition -
Check-in -
CRM Marketplace-(Extensions for Zoho CRM) *some extensions are not available in the Standard and Professional Editions -
Manage Mail Add-on Users -
Zoho Creator Integration  
Visitor Tracking Zoho SalesIQ Integration -
Zoho Survey Integration -
Zoho Writer Add-on -
Zoho Desk Integration -
Zoho Projects Integration -
Zoho Finance Suite Integration (includes Zoho Books, Zoho Invoice and Zoho Subscriptions, Zoho Expense and Zoho Inventory) -
Zoho PhoneBridge Integrations available with Hosted and On Premise PBX -
Zoho Reports Integration -
Zoho Campaigns Integration -
Plug-in for Microsoft Office -
Attach from Zoho Docs  
Attach from Google Docs  
Google Calendar Synchronization (For Google Users) -
Google Contacts Synchronization (For Google Users) -
Zoho CRM for Google AdWords -
Advanced Gamification (Zoho Motivator Integration) -
Slack Integration -
 

Google Apps

Zoho CRM Contextual Gadget for Gmail -
Export Events to Google Calendar -
Export to Google Tasks -
Synchronize Google Calendar (For Google Suite Users) -
Synchronize Google Contact (For Google Suite Users) -
Zoho CRM Web Forms for Google Sites -
 

Developer Tools

APIs 100 calls/user license Max: 10000 calls/day/org. Min: 1000 calls/day/org.
Widgets -
Connections -
 

Others

Business Card View  
Calendar  
Calendar Synchronization (CalDAV Access) -
Advanced filters  
Gamescope -
Tagging 15 tags per module
Sticky Notes  

Last updated on: March 06, 2018

    • Related Articles

    • Feature Availability | Zoho CRM

      ZOHO   CRM Features Pricing Customers Resources Developers Resources CRM Setup Using Zoho CRM Integrations Developer Guide Expand All Feature Availability & Limits Features Editions Free Standard Professional Enterprise Pricing 3 Users (Free) $12 ...
    • Feature Availability & Limits- Zoho CRM

      ZOHO   CRM Features Pricing Customers Resources Developers Resources CRM Setup Using Zoho CRM Integrations Developer Guide CRM Help Feature Availability & Limits Features Old Pricing Editions Free Professional  ($12 per user/month)  Enterprise ($25 ...
    • Feature Availability & Limits - Zoho CRM

      ZOHO   CRM Features Pricing Customers Resources Developers Resources CRM Setup Using Zoho CRM Integrations Developer Guide Features you will miss on Professional-to-Free downgrade Features Professional Edition Free Edition Macros - Feeds 100 ...
    • Feature Availability & Limits - Zoho CRM

      ZOHO   CRM Features Pricing Customers Resources Developers Resources CRM Setup Using Zoho CRM Integrations Developer Guide Features you will miss on Enterprise-to-Free downgrade Features Enterprise Edition Free Edition Macros - Feeds - Multiple ...
    • Feature Availability & Limits - Zoho CRM

      ZOHO   CRM Features Pricing Customers Resources Developers Resources CRM Setup Using Zoho CRM Integrations Developer Guide Features you will miss on Standard-to-Free downgrade Features Standard Edition Free Edition Feeds 25 follow-ups/user - CRM ...