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 its 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 $50 /user/month (paid annually), the Zoho CRM Plus platform offers you a unified
platform powered by the following modules catering for 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

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
Activities - Tasks, Events, Calls & Notes Yes
CRM views Yes
Sales Forecasting Yes
BCC dropbox for email Yes
Email insights Yes
Macros Yes
Multiple currencies Yes

3
 
Contextual custom related lists Yes
SalesSignals Yes
Custom signals Yes
Advanced filters Yes
Scoring rules 50 fields/module
Assignment rules Yes
Reminders Yes
Email parser Yes
Email Association with Deals Yes
Wizards Yes
Multiple pipelines Yes
Recurring Activities Yes
Product customization
Page customization Yes
Rename tabs Yes
Custom fields 500 fields/module
Picklist history tracking Yes
Custom links Yes
Web tabs Yes
500 modules
Custom modules
(5 modules/ user license)
Custom buttons Yes
Sandbox Yes
Page layouts Yes
Canvas view Yes
Layout rules Yes
Validation rules 25 rules/layout

4
 
Subforms Yes
Translations Yes
Custom list views Unlimited
Tab groups Yes
Automation and process management
Workflow rules Yes
Approval process Yes
Schedules Yes
Active Blueprints 100
1/action 500,000 calls/day or 1000 
Webhooks per day calls/user/day Limit applicable for the 
org. (whichever is lower)
1,000 emails/user license, 50,000 
Email notifications per day emails/day (whichever is lower)
Review process Yes
CommandCenter Yes
Prediction and artificial intelligence (ZIA)
Lead conversion and prediction Yes
Deal closure prediction Yes
Data enrichment Yes
Zia voice - English only Yes
Zia reminder Yes
Best time to contact Yes
Macro suggestion Yes
Zia intelligence for automation Yes
Prediction builder 20 prediction models/org
Assignment suggestion by Zia Yes
Workflow suggestions by Zia Yes

5
 
AI for emails Yes
Recommendation engine 10 recommendation models/org
Image validation 20 rules/org
Reports
Standard reports Yes
Custom reports Unlimited
Schedule reports Yes
Analytics and Measurement
Charts Yes
KPI Yes
Funnels Yes
Target meter Yes
Comparator Yes
Cohorts Yes
Quadrants Yes
20 trends Additional 2/user (Maximum 
Anomaly detectors (Powered by Zia) 100)
Standard dashboards Yes
Custom dashboards Unlimited
Webform analytics Yes
Webform A/B testing Yes
Analytics Mobile App - Analytics Studio Yes
Analytics - Enhancements in Anomaly Component with 
notifications in Zia 
Yes

Workflow reports  Yes

Social (CRM)
Enrich data with Twitter profile Yes
Enrich data with Facebook profile Yes

6
 
Social tab Yes
Automated lead generation from social media Yes
Social interaction with leads/ contacts Yes
Social Lite Yes
Marketing automation (CRM)
Email templates Unlimited
Email opt-out Yes
Website visitor tracking Yes
Mass email Yes
Email relay Yes
Email authentication Yes
Marketing campaigns Yes
Marketing attribution Yes
Custom segmentation Yes
Auto responders Yes
CRM for Google Ads Yes
Webforms
Web-to-lead form 100 forms/ module
Web-to-contact form 100 forms/ module
Web-to-case form Yes
Notify owner Yes
Team Collaboration
Gamescope Yes
Calendar Yes
Calendar sync through CalDAV Yes
Calendar booking Yes
Status updates Yes

7
 
Direct messages Yes
Attach files to feeds Yes
Follow-up Rules Yes
Groups for team collaboration Yes
Tagging Yes
Inventory Management
Products Yes
Price Books Yes
Quotes Yes
Sales Orders Yes
Invoices Yes
Vendors Yes
Purchase Orders Yes
Customer support
Cases Yes
Solutions Yes
Web-to-case form 100 forms/module

Business hours Yes

Case escalation rules Yes
User portal
Portals Yes
Document Library
Folder sharing Yes
Attach documents Yes
File versioning Yes
Reviews Yes
File storage

8
 
Free storage/ org 5 GB
Free storage/ user license 2GB
Additional file storage $4/month/5GB

Data administration
(1-200 users)
Data storage 10 GB (5M records approx)
Additional storage per user license 100 MB
Additional data storage $4/100 MB

Data administration (Above 200 users)

Data storage 30 GB (15M records approx)
Additional storage per user license 100 MB
Additional data storage $2/100 MB

Import data (per batch) 50,000 records

Export module data Yes
Free data backup 4 backups/ month
Additional data backup $10/request

De-duplicate data Yes

Import history Yes
Security administration
Profiles Yes
Organization hierarchy (Roles) Yes
Reporting hierarchy Yes
Field-level security Yes
Data sharing rules 100 rules/ module
Groups 250
Record-level sharing Yes
Data encryption (EAR) Yes

9
 
Territory management 250 territories
Audit logs Yes
Allowed IPS Yes
GDPR Compliance Yes
Developer tools
Mobile SDK Yes
Web apps SDK Yes
Widgets Yes
Connections Yes
Unlimited credits/day/org (2000/user 
API license).
Unlimited credits/day/org (1000/user 
Functions license).
Add-ons and integrations  

Online meetings Zoom, GoToMeeting and 12 others 

Ring.io, Amazon Connect, Zoho 
Telephony and PBX PhoneBridge and 106 others 
Team collaboration Slack, Teams, Zoho Cliq and 9 others 

Office productivity Zapier, Trello, Zoho Flow and 26 others 

Google Drive, Dropbox, Zoho Workdrive 
Storage and 4 others 
Google Analytics, dotConnect and 10 
Analytics others 
Email marketing Mailchimp and 4 others 

Customer Service Zendesk, Zoho Desk and 15 others 

PayPal, Quickbooks, Pay U, Zoho 
Finance Finance Suite Integration and 18 
others 
Amazon Seller Central, FedEx Rate 
Business operations Comparator and Shipment Tracking 
and 15 others 
Integration with Microsoft  

10
 
Plug-in for Microsoft Outlook Yes 

Integration with Microsoft 365 Yes 

Integration with G-suite  

Zoho CRM contextual gadget for Gmail Yes 

Export events to Google Calendar Yes 

Export to Google Tasks Yes 

CRM web forms for Google Sites 100/module 

Synchronize Google Calendar Yes 

Synchronize Google Contact Yes 

SalesIQ - Visitor Tracking & Sales Intelligence

Live-chat organization
5k/ user license
Number of visitors tracked per month
Maximum of 200k users*
Number of websites per portal 25
Chat volume per month Unlimited
Departments 25
Intelligent triggers 25
Chat routing 25
Visitor routing 25
Roles and permissions Yes
Chat history Unlimited
Concurrent chat limit Yes
Website visitor tracking
Live tracking dashboard Yes

11
 
Anonymous visitor identification (with Clearbit and
Yes
Leadberry integrations)
Website visitor history Yes
Export website visitor list Yes
Lead scoring Yes
In-chat features for operators
Multiple chat tabs Yes
Advanced visitor information Advanced
In-chat file sharing Yes
Canned messages Yes
Chat transfer Yes
Block IPs Yes
Chat translation Yes
Email signature live chat Yes
In-chat features for customers
Offline messaging Yes
Articles Yes
Conversation view for past chats Yes
File sharing with operators Yes
Chat feedback and operator rating Yes
Email chat transcript Yes
Customizable live-chat software
Multiple chat widget embed options Yes
Chat-window customization Yes
Advanced chat window customization Yes
Add operators' photos Yes
Department based email configuration Yes
Advanced live-chat

12
 
Group chat with customers Yes
Real-time chat monitor Yes
Business hours Yes
Audio call Yes
Desktop notifications Yes
Dashboard
Internal operator chat Yes
Message board Yes
Operator availability status Yes
Reporting
Powerful pre-built reports Yes
Daily report Yes
Weekly report Yes
Monthly reporting Yes
Schedule your reports Yes
Integrations
Analytics tools Yes
Salesforce CRM Yes
Zendesk Yes
Zoho Assist Yes
Mailchimp Yes
Zoho CRM Yes
Zoho Campaigns Yes
Zoho Desk Yes
Applications
Mobile app Yes
Desktop apps Yes
Mobile SDK Yes

13
 
Apple TV app Yes

Desk - Customer Service Management

Feature Availability
Ticket Management
E-mail tickets Yes
Comment in ticket Yes
Spam tickets Yes
Ticket history Yes
Ticket resolution note Yes
Ticket tags 50 tags/ticket
Product based Ticket Tracking Yes
Add resolution as KB Yes
Followers Yes
Customer Happiness Ratings Yes
Suggested articles Yes
Merge tickets Yes
Split tickets Yes
Clone ticket Yes
Ticket timeline Yes
Time entry Yes
Approvals Yes
Team ownership Yes
Ticket sharing Yes
Send as email Yes

14
 
Agent productivity
Quick Ticket View (Peek View) Yes
Response Editor with rich text support Yes
Advanced Search Yes
Response Draft Yes
Table View Yes
Search Facet Yes
Snippets for Faster Response Yes
Email Templates in Reply Editor Yes
Work Modes Yes
Keyboard Shortcuts Yes
Review Ticket Replies Yes
Gamescope for agents Yes
Real time collaboration
Real Time Updates in Ticket List & Detail View Yes
Real Time Ticket Count in Starred Views Yes
Team Feeds Yes
Agent Collision Detection Yes
Agent Collision Chat Yes
Agent Collision Reply Avoidance Yes
Customer Support Channels
Email channel 100 support emails
Help center Yes
Advanced webforms 20
Twitter 2 Brands
Facebook 2 Brands
Community Forums Yes

15
 
Telephony Yes
Live Chat Yes
Helpdesk automation
Notification rules Yes
Macros 30/ Department
Supervise-Time-based reviews 30/ Department
Workflow rules 30/ Department/module
Custom functions in workflows Yes
Schedules 10/ Department
Field watching - Trigger on specific field updates Yes
Ticket assignment rules
Direct Assignment to Agents and Teams 30
Round-Robin Ticket Assignment by Load Balancing 15/ Department
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
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
Contract Management in SLA Yes
Helpdesk working hours

16
 
Business hours 100
Holiday list 100
Helpdesk customization
Custom email templates Yes
Customize tabs Yes
Custom views Yes
Customize form fields Yes
Custom fields 230 fields/module
Custom ticket status and status grouping Yes
Field Dependencies Yes
Teams Yes
Ticket Templates Yes
Department Specific Layout Yes
Layout Rules Yes
Validation Rules Yes
Artificial intelligence
Reply Assistant Yes
Sentiment Predictions Yes
Ticket Auto Tagging Yes
Anomaly Notifications Yes
KB Conversation Assistant/ASAP Yes
Zia Voice and Skill Builder Yes
Re-Branding
Custom Domain Mapping Yes
Remote Authentication Yes
Multi Language Support Yes
Multi-department management

17
 
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
Public Knowledge Base Yes
Knowledge Base Dashboards Yes
Community Yes
Community Dashboard Yes
Community gamification Yes
Article versioning Yes
301 re-direction Yes
ASAP Yes
Answer Bot in ASAP Yes
Live Chat in ASAP Yes
Google Analytics Integration Yes
Themes Gallery Yes
CSS Customization Yes
Custom Widgets Yes
Multi-brand Help Center Yes
HTML Customization Yes
Customer management
Contact & Account Information Management Yes
Private Notes for Contacts & Accounts Yes
Dedicated Owners for Contacts & Accounts Yes
Contact & Account Insights Yes

18
 
Deduplicate Contacts & Accounts Yes
Contact & Account Custom Fields 230 fields
Merge Contacts Yes
Merge Accounts Yes
Follow Contacts & Accounts Yes
Contact to Product Association Yes
Custom Views for Customers Yes
Secondary Contact (Cc's) Yes
Contacts to Multiple Accounts Yes
Time tracking
Manual Ticket Time Tracking Yes
Auto Ticket Time Tracking Yes
Activity Time Tracking Yes
Billing Preferences Yes
Activity
Tasks Yes
Events Yes
Calls Yes
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

19
 
Dedicated Owner for Products Yes
Custom Fields for Products 230 fields
Custom Views for Products Yes
Analytics
Standard Reports Yes
Prepopulated Reports Yes
Custom Reports Yes
Export Reports to CSV, XLS or PDF Yes
Custom Dashboards Yes
Ticket Overview Dashboard Yes
Headquarters Dashboard Yes
Response, Resolution & FCR Dashboards Yes
Ticket Status Dashboard Yes
Customer Happiness Dashboard Yes
Knowledge Base Dashboard Yes
Community Dashboard Yes
Calls Reports and Dashboards Yes
SLA Dashboards Yes
Telephony Agent Availability 100
Schedule Reports Yes
Blueprint Dashboard Yes
ZIA Dashboard Yes
All Department Analytics (Global Reports and
Yes
Dashboards)
Telephony
In-Product Call Notifications Yes
Call-to-Ticket Conversion Yes

20
 
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
Voice Mail Yes
Real-time Agent Availability Yes
Call Reports and Dashboards Yes
Multi-Level IVR Yes
Agents and permissions
Profiles 50
Roles 250
Field-Level Access Control Yes
Data Sharing Yes
Lite Agents 25
Add-ons & Integration

21
 
SMS Add-on Yes
G Suite Yes
Zoho BugTracker Yes
Zoho CRM Yes
Zoho Analytics Yes
Zoho PhoneBridge for Call Centers Yes
Zoho Assist 1 Free User
Zoho Cliq Yes
Zoho SalesIQ Yes
Atlassian Jira Yes
Slack Yes
Zoho Books/Invoice Yes
Salesforce Yes
Zapier Yes
Office 365 Yes
MS Teams Yes
Zoho PageSense Yes
Zoho Marketplace for Zoho Desk
Public Extensions Yes
Private Extensions Yes
Mobile Apps
Zoho Desk App Yes
Radar App for Zoho Desk Yes
Single Sign-on Yes
Developer tools
Mobile SDK Yes
API Yes

22
 
Data administration
Export Data Yes
Import Data Yes
Import History Yes
Data migration
Migration from other help desk Yes

Projects - Project Management & Collaboration

Feature Availability
Basics
Projects Unlimited
Client Users 5 * No. of user licenses purchased
Storage Space 120 GB
Project Templates 30
Pages & Chat All projects
Charts/reports
Chronology Gantt chart Editable across Projects
Milestone Gantt chart Editable across Projects
Resource utilization chart Across Projects
Advanced Task / Issue Reports Advanced
Core features
Tags Yes
Project Feeds Yes
Task management Yes
Document sharing Yes

23
 
Import from MS Project Yes
Calendar & Forums Yes
Google Apps Integration Yes
Project Custom Status Yes
Task Custom Status Yes
Subtasks 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
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
Critical Path Yes

24
 
Baseline Yes
Project layout Yes
Project Custom Fields 155
Task Custom Fields 235
Issue Custom Fields 120
Timesheet Custom Fields 55
Custom Profiles and Roles Yes
Custom Domain 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
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

25
 
 Zoho Invoice (For Invoice & Expenses) Yes
Zoho Books (For Invoice & Expenses) Yes
Zoho People Yes
Dropbox Yes
Zoho Analytics Yes
GitHub Yes
BitBucket Yes
Crashlytics Yes
Zoho Desk Yes

Campaigns - Email Marketing Campaigns

 
Feature Availability
Email newsletters
Pre-designed Newsletter Templates Yes
Template Layouts Yes
Drag-and-Drop Editor Yes
Template Library Yes
Import Email Templates Yes
Import Template Content from Google Drive Yes
Email attachments Yes
Mailing list management
Subscriber Management 5000 contacts/user license
Create Mailing Lists Yes
Segmentation of Mailing Lists Yes
Bulk segments Yes

26
 
Custom Fields Yes
Sync Leads & Contacts from CRM Yes
Import Subscribers from XLS, XLSX, CSV Yes
Mailing Lists Email Summary Yes
Sign-up Forms Yes
Bounce & Unsubscribe Automatic Removal Yes
Sign-up Form Tracking Yes
Workflow Trigger for Sign-up Forms Yes
Subscriber scores Yes
Consent management
Send Consent Emails to Implied Subscribers Yes
Send Follow-up Emails to Unresponsive Subscribers Yes
Schedule Consent Campaign Yes
Consent Campaign Reports Yes
Email marketing
Schedule email campaigns Yes
Recipient timezone based delivery Yes
Recipient optimal open time based delivery Yes
Batch emails Yes
Merge Tags Yes
Dynamic content Yes
RSS Email campaigns Yes
Email polls Yes
A/B Testing Yes
Customize email header & footer Yes
Email opened & Unopened recipients Yes
Social sharing Yes

27
 
Video email marketing Yes
Recipient comments Yes
Email Authentication Using SPF/Sender ID, Domain
Yes
Key/DKIM
Compare email campaigns Yes
Custom coupon email campaigns Yes
E-commerce email campaigns Yes
Survey email campaigns Yes
Event follow-up email campaigns Yes
Send Test emails Yes
Email Campaign archives Yes
Email Campaign reports Yes
Email marketing automation
Drag-and-drop Workflows Yes
Workflow Templates Yes
Workflow Path Tracing Yes
Workflow Reports Yes
Sign-up Based Autoresponders Yes
Email Action-based Autoresponders Yes
Calendar-based Autoresponders Yes
Custom Date Field based Autoresponders Yes
Closed Group Autoresponders Yes
Smart Series Autoresponders Yes
Autoresponder Summary Report Yes
Opt-in confirmation
Design & Customize Opt-in Forms Yes
Add Company Logo to Opt-in Forms Yes
Customize Confirmation Page Yes
28
 
Send Opt-in Confirmation Emails Yes
Customize Opt-in Confirmation Emails Yes
Add to address book - vCard Yes
Ecommerce email marketing
Campaign creation Yes
Web store tracking and reports Yes
Coupon code sync Yes
Product content sync Yes
Purchase follow-ups Yes
Abandoned cart follow-ups Yes
SMS Campaigns
SMS Gateways Yes
Batch Sending Yes
Reporting and Analytics Yes
Social media marketing
Share Email Campaigns on Social Media Yes
For Pages having more than 2,000
Facebook Page Marketing
fans
Post Campaigns Unlimited
Automatic Posting on Facebook, Twitter & LinkedIn Yes
Promote page through email campaigns Yes
Campaigns tracking and reporting
Recipient Activity Reports Yes
Bounces & Unsubscribe Rates Yes
Open Rates Yes
Click-Through Rates Yes
Spam Complaints Yes
Location Based Reports Yes
29
 
Device Specific Reports Yes
Email campaign reports Yes
Mailing list based reports Yes
Email campaign reports Yes
Mailing list-based reports Yes
Share Reports Yes
Social Campaigns Statistics Yes
Advanced Analytics with Google Analytics Yes
Forwards (Tell a Friend) Yes
Developer API
Campaign Management Yes
List Management Yes
Callback URLs Yes
Integrations
Zoho CRM Yes
Zoho Creator Yes
Zoho Survey Yes
Zoho Contacts Yes
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

30
 
SugarCRM Yes
Salesforce Yes
G Suite Yes
Tracking URLs with Google Analytics Yes
Eventbrite Yes
SurveyMonkey Yes
Shopify Yes
Facebook Yes
Twitter Yes
LinkedIn Yes
Tumblr 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
GoToWebinar Yes
Evernote Yes
Dropbox Yes
OneDrive Yes
Box Yes
Unsplash Yes
Unbounce Yes
Wistia Yes

31
 
HubSpot Yes
MS Dynamics 365 Yes
Zendesk Yes
BigCommerce Yes
WooCommerce Yes
Campaign management
Paid(up to 100,000 contacts) -
Unlimited,
Email limits
Paid(over 100,000 contacts) -
10 * number of contacts
Managerial approval Yes
Roles and Privileges Yes
Custom Roles Yes
Folders Yes
Favorites Yes
Marketing Calendar Yes
Webhook
Mailing list notification Yes
Sent campaign notification Yes

Social – Social Media Marketing

Feature Availability
Basics
Facebook, Twitter, LinkedIn,
Social channels Google My Business, and
Instagram
Team Members 3

32
 
Brand(s) 1
Publishing and scheduling
Publish Yes
SmartQ Yes
CustomQ Yes
Schedule Yes
Pause/Resume Scheduled Posts Yes
Bulk Scheduler Yes
Repeat Post Yes
Publishing Calendar Yes
Custom Audience Targeting Yes
Facebook lead ads and forms Yes
URL Shortener
Zoho Shortener Yes
Bitly Shortener Yes
Connections
List of Most Engaged Yes
List of Recently Engaged Yes
Twitter Following/Followers Yes
Social Profile Information Yes
Reports
Published Post Stats Yes
Summary Reports Yes
All Reports & Analytics Yes
Custom Reports 10 Dashboards/ Brand
Scheduled Reports Yes
Monitor

33
 
Social Network-Based Listening Columns, Custom
15 columns/ Brand
Search Columns
Add-ons
$10/Member/month (or)
Team members $8.33/Member/month billed
annually
$20/Brand/month (or)
Brands $16.66/Brand/month billed
annually
Mobile Edition
Social for Android Yes
Social for iPhone Yes
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
CRM Integration
Add Leads to CRM Yes
Chat with CRM Owner Yes
CRM Reports Yes
Connections - CRM Leads & Contacts Yes
View CRM Status and Information Yes
Rule-based Lead Generation Yes
Monitor Leads/Contacts Yes
Others
Team Collaboration Yes

34
 
ZSHARE Browser Extension Yes

Surveys - Customer Satisfaction Surveys

Feature Availability
Basics
Number of surveys Unlimited
Questions per survey Unlimited
Number of Responses (Billed Annually) Unlimited
Number of Responses (Billed Monthly) 3000 responses/month
In-mail Surveys Yes
iOS and Android Yes
Survey creation
Survey Builder in 26 Languages Yes
250+ Templates Yes
Question Types All
Pagination Yes
Label, Title, and Number Yes
Embed Video Yes
Embed Call Link Yes
Mandatory Questions Yes
Answer Validation Yes
Randomize Answer Choices Yes
Question Randomization Yes
Export as PDF Yes
Print Survey Yes

35
 
Advanced survey creation
Question Logic Yes
Page Logic Yes
End Page Logic Yes
Auto Fill Yes
Piping Logic Yes
Scoring Yes
Custom Variable Yes
Respondent Variable Yes
Translate Survey to 76 Languages Yes
Translate Reports Yes
Send Email Notifications Yes
Trigger Functions Yes
Track survey Yes
Survey branding
Complete Survey Design Customization Yes
Custom Favicon Yes
White Label Survey Yes
Custom End Page Yes
Add Logo Yes
Remove Zoho Footer Yes
Response collection
Embed Survey in Website Yes
Purchase Responses Yes
Pop-up surveys Yes
Disqualify Respondents Yes
Anonymous Responses Yes

36
 
Remove IP address Yes
Email Distribution Up to 60000/month
HTTPS Encryption Yes
Share on Social Yes
QR Code for Surveys Yes
Collect Responses Offline Yes
Kiosk + Auto Upload Mode in Offline Surveys Yes
Number of Offline Devices Unlimited
Spam Protection Yes
Password Protection Yes
Set Survey End Date Yes
Limit Number of Responses Yes
Number of Collectors Unlimited
Survey reports and analytics
Real-time Responses Yes
Custom Report Yes
Trend Report Custom
Cross-tab Reports Yes
Filters Custom
Turf Analysis Yes

Sentiment analysis Yes

Print Reports Yes

Export in XLS and CSV Yes

Export in SPSS Yes

Download Chart Yes

View Respondent's IP Yes

Download Report as PDF Yes

37
 
Collaboration
Share Survey Yes
Invite Reviewers Yes
Share Report Yes
Share Survey Preview Yes
Integrations
Zoho CRM Yes

Zoho Campaigns Yes

MailChimp Yes

Google Sheets Yes

Zoho Sheet Yes

URL callback notifications (webhook) Yes

Tableau Yes

Slack Yes

Shopify Yes

Eventbrite Yes

Zendesk Yes

Facebook Yes

GSuite Marketplace Yes

38
 
Analytics - Advanced Analytics

Feature Availability
Essentials
Records/Rows 5M Rows
Reports & Dashboards Unlimited
Workspaces Unlimited
Query Tables Unlimited
Formula Engine Yes
Ask Zia! Yes
Data Alerts 100
Data Snapshots Yes
Access Logs Yes
Activity Logs Yes
Mobile Apps Yes
Connectors
Cloud Drives Yes
Files & Feeds Yes
Relational Databases Yes
Cloud Databases Yes
Import from Email Yes
Zoho CRM Yes
Salesforce CRM Yes
Microsoft Dynamics CRM Yes
HubSpot CRM Yes
Stripe Yes
Zoho Projects Yes
39
 
Teamwork Projects Yes
Zoho BugTracker Yes
Zoho Finance Yes
QuickBooks Yes
Xero Yes
Zoho Desk Yes
Zendesk Yes
Teamwork Desk Yes
Zoho Campaigns Yes
MailChimp Yes
Zoho Survey Yes
SurveyMonkey Yes
SurveyGizmo Yes
Facebook Yes
Twitter Yes
Bing Ads Yes
YouTube Yes
Google Ads Yes
Google Analytics Yes
Zoho Creator Yes
Zoho Recruit Yes
Zoho People Yes
ME ServiceDesk Plus Yes
ME SupportCenter Plus Yes
Collaboration
Make Public Yes
Large Screen Display Yes

40
 
 Slideshow Yes
Groups Yes
Organization Admins Yes
Workspace Admins Yes
Private Links Yes
Schedules
Import Unlimited
Email 100
Backup Yes
Extensibility
REST APIs for Integration Yes
API Units 100,000 /day
Logo Rebranding Yes
5x Performance Yes

CRM Plus Add-Ons

 
Features Availability
Premium support- $12 /user
CRM Plus - Support /month, Enterprise support -
$15 /user /month
CRM File Storage Starts from $5/5 GB/Month
Starts from $25/25,000
SalesIQ - Visitors
Visitors/Month
Starts from $5 /500 contacts
Campaigns - Contacts
/month
Social - Brand Starts from $20/Brand/Month

41
 
 Starts from $5 /100 responses/
Survey-Responses
month
Starts from $10 /100,000 Rows
Analytics - Rows
/month
Free for 25 Lite Users $5/ user/
Projects and Desk - Lite users month or $60/ user/ year for
every additional

42
 
Our contact offices

USA China

California ZOHO (Beijing) Technology Co., Ltd.

Zoho Corporation B-1304, 13F, Horizon International Tower
4141 Hacienda Drive No.6, ZhiChun Road, HaiDian District,
Pleasanton, CA 94588, USA
Phone: +1 888 204 3539 Beijing, China, 100088,
Website:​ ​www.zoho.c​om.cn
Austin Phone: +8610 82637816
Zoho Corporation Email: [email protected]
805 Las Cimas Pkwy, Suite 380
Austin, TX 78746, USA

India Japan

Chennai ZOHO Japan Corporation

Zoho Corporation Private Limited Minato-Mirai-Center building 13F,
Estancia IT Park, Plot No. 140 & 151 GST 3-6-1, Nishi-Ku,
Road, Vallancherry Village, Kanchipuram
District, Chengalpattu, Tamil Nadu 603202 Yokohama 221-0012, Japan
Website:​ ​www.zoho.jp/

Tenkasi
#2/278, Ambai Road, Silaraipuravu Village,
Mathalamparai, Tenkasi, Tamil Nadu 627814.

Renigunta
16-237, Srikalahasti Road,
Renigunta Pillapalem, Renigunta,
Andhra Pradesh-517520.

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Sales Enquiries

Email: [email protected]
Phone:
US: +1 888 204 3539
UK: +44(20) 35647890
Australia: +61 280662898

You can also reach out to us at:

[email protected]
www.twitter.com/zoho
www.linkedin.com/company/zoho-corporation
www.facebook.com/zoho

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

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