Feature Availability - Developer Edition | Zoho CRM
Developer Edition - Feature Availability & Limits
| Features |
Developer Edition |
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
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