开发者版本 - 功能可用性和限制

功能开发者版本
价格免费
 

销售自动化

线索 
客户 
联系人 
商机 
销售预测 
基于区域预测 
 
动态 
销售信号-
文档库-
活动 - 任务, 活动, 通话(任务,活动,通话) 
提醒 
Recurring Activities 
多币种 
评分规则5 rules/module
 

CRM 统计分析

标准报表 
自定义报表10
Schedule Reports5 schedulers/user Maximum 10 schedulers/day for Org.
标准仪表板 
自定义仪表板5 个仪表板
 

营销自动化

Campaigns 
Mass Email50/day
自定义邮件模板10 templates
Email Opt-out 
自动回复3 个自动回复
Schedule Mass Email 
 

Zia

趋势分析-
最佳联系时间-
宏建议-
 

进销存管理

产品 
价格书 
报价 
销售订单 
发票 
供应商 
采购订单 
进销存模板 
 

客户支持

案例 
解决方案 
Web-to-Case Form2 forms/module
通知所有者 
分配规则2 rules & 5 rule entries
Case Escalation Rules 
工作时间 
 

数据管理

文件存储(机构)1 GB
额外存储(机构)-
记录10,000 records
导入数据100/batch
数据导入- 复制选项 
数据导入 - 跳过和覆盖选项100 records/batch
合并重复项 -查找&合并选项 
合并重复项 -删除重复数据选项 
导入记录Past 60 days
免费数据备份-
数据备份$10 /request
CRM 变体2 groups + 5 entry/group
 

安全管理

用户10 Users (Free)
自定义用户布局25 custom fields
职位5
角色5
区域管理20 territories
群组5
字段级安全 
自定义2 个链接/模块
默认数据共享设置 
Public Read Only (in Default Data Sharing Settings) 
数据共享规则5 rules
审计日志 
允许 IP-
Record-Level Sharing 
数据加密1 个字段/模块
 

产品定制

Home Page Components10
机构标签 
重命名标签 
群组标签5 个群组
自定义模块10 个模块
布局编辑器 
页面布局2 个布局/模块。不适用于活动模块。
条件-
验证规则-
邮件地址重复检查 
特殊字段2 个字段/模块
标准列表视图 
自定义列表视图10 个列表视图/模块
列表视图记录50
看板视图 
更改标注模式 
Last Activity Time in Criteria 
自定义相关列表2 个自定义相关列表/模块
定制搜索布局 
自定义相关列表列 
自定义按钮5 per module
自定义字段(包括所有类型字段)25个字段/模块
Web 标签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 fields10
Integer Fields (digits without decimal)10
数字字段(小数, 百分数, 和货币)5
日期字段5
日期时间字段5
Boolean (Check box)10
Long Integer Fields2
查找字段1
Multi-select Lookup Fields1
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
特殊字段-
联系人角色 
Terms & Conditions-
税率-
 

自动化

工作流规则10 rule/module
Scheduled Action5 actions/workflow rule
任务5 tasks/action
Reminder for Workflow Tasks 
邮件通知5 alerts/action
Record Owner, Record Creator, Record Owners Manager (options in Alert) 
Using Email field from the Module & Related Modules-
字段更新3 field updates/action
删除 (Execute On Record Action) 
字段更新 (Execute On Record Action) 
工作流转化 
Execute Based on Date Field Value 
Execute Based on Record's Score 
Webhooks1/action 100 calls/day or 50 calls per user license for the org. (whichever is lower)
功能1 Instant Action and 5 Time-Based Actions per Rule
Functions - Calls per Day100 calls/day or 50 calls per user license for the org. (whichever is lower)
Functions - Integration Tasks2000 Zoho API calls/day using deluge
Functions - Get Data2000 calls/day
Functions - Post Data2000 calls/day
Functions - Send Mail-
Custom Schedules 
Approval Process 
Blueprint20 Blueprints-(Includes the default Blueprints)
 

Web Forms

Forms for Leads/Contacts2 forms/module
Approve Records 
Assignment Rules2 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 Email3 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 Ads-
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

APIs100 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-
Tagging15 tags per module
Sticky Notes 

Last updated on: March 06, 2018