ZOHO ONE - PLAN DETAILS

For an unbelievable price, Zoho One offers you the following applications.

EssentialsStandard
  • Zoho One
  • Sales
  • Marketing
  • Support
  • Productivity
  • Finance
  • HR
Limit Calculator
Zoho Directory
  • Zoho Directory
  • Application/Device management
Sales
  • Bigin
  • Sites
Marketing
  • SalesIQ
  • Campaigns
Support
  • Desk
Productivity & Collaboration
  • Mail
  • Cliq
  • Projects
  • WorkDrive
  • Meeting
  • Notebook
Finance
  • Books
HR
  • People
  • Recruit

Zoho Directory

  • Admin Panel
  • Single sign-on
  • Active Directory sync
  • Centralized user management
  • 24x5 support
  • Domain management
  • Conditional app assignment
  • Custom fields
  • Usage stats/reports
  • Telephony
  • Application management
  • Zoho apps
  • Creator custom apps
  • Mobile apps
  • Directory apps
  • Document Automation
  • Document automation credits To avail this, add Zoho WorkDrive in Zoho One. Learn more
    • Default - 1000 credits per organization per month
    • Additional - 50 credits per employee license per month (up to a cap of 1000 credits)
  • Mail merge Generate and share personalized documents using data from your business apps or data source. Learn more
  • Fillable documents Create and share customized, prefilled forms to streamline data collection, along with custom post-submit actions. Learn more
  • Sign documents Create and share business documents like NDAs and contracts for digital signature collection via dynamic signature collection workflows. Learn more
  • Label templates Design, generate, and print customized labels in bulk in standard label sizes with data from various apps and sources. Learn more
  • Zoho Publish
  • Business Directory listings
  • Review Management
  • Business Directory Analytics
  • Reputation Management
  • Security Policies
  • Multi-factor authentication
    • Biometric factors - Touch ID/Face ID
    • SMS
    • Time-based OTP
    • Scan QR
    • Push notification
    • Yubikey
  • IP restriction
  • Password policy
  • Groups
  • Customizable group management
  • Customizable security policies
  • BluePencil Extension
  • Grammar
  • Spelling
  • Punctuation
  • Personal dictionary
  • Pocket editor
    • Wordy phrases
    • Sentence length
    • Informal writing
    • Non-inclusive language
    • Passive sentences
    • Commonly confused words
    • Better word choices
    • Rephrased sentences
    • Transliteration
    • Organization dictionary

Application/Device Management

  • Mobile Application Management (MAM)
  • Unlimited Devices
  • Distribute only Zoho One apps automatically
  • All type of Device Enrollment
  • Device Actions which is associated like remote lock, Corporate Wipe and Clear Passcode
  • Distribute Zoho One mobile apps to User's device / group
  • Device Authentication New
  • 1 device per employee license
  • Mobile Device Management (MDM)
  • 25 devices by default with all MDM features
  • Device Enrollment
  • Profile Management
  • App Management
  • Security Management
  • Asset Management
  • E-mail Management
  • Reports and Audit
  • Know more about MDM's professional plan
Note: If more than 25 devices are managed, then the cost will be applicable for all the devices. (From the first device)

Bigin

  • Data
  • Records - 50,000/organization
  • Products
  • Users and Control
  • Profiles - 5
  • Roles - 5
  • Data Administration
  • Import Data - 10,000 records/batch
  • Import History - Past 60 days
  • Free Data Backup - 2/month
  • One Time Data Backup -  /request Upto 10 additional units can be purchased
  • File Storage/organization - 1 GB
  • File Storage/User - 512 MB/employee license
  • Audit log
  • Find and Merge Duplicates
  • Card Scanner
  • Export limits 200,000 records per export.    -  100 Exports per day
  • Pipelines
  • Team Pipelines Create dedicated pipelines for different customer-centric operations with pipeline-specific fields, record types, stages, and profile permissions.    -  3
  • Sub-Pipelines Sub-pipelines are just the traditional pipelines that contains a series of stages. You can have multiple sub-pipelines inside a Team Pipeline.    -  15 + (3 default Sub-Pipelines)
  • Custom Fields - 10/Team Pipeline
  • Stages - 25 /Sub-pipeline
  • Tags - 10/Team Pipeline
  • Custom List Views - 25/Team Pipeline
  • Pipeline view (Kanban View)
  • Customization
  • Unique Fields - 2/module
  • Custom Fields - 10/module
  • Custom List Views - 25/module
  • Max Records in List View - 100
  • Customize Related Lists Tabs
  • Tags - 5 tags/record, 10 tags/module
  • Calendar View
  • Sheet View
  • Custom domains in Form sharing links
  • Automation
  • Automations(Workflows + Stage Automation) - 30 rules/organization
  • Instant Actions
  • Task Actions - 3 tasks/action
  • Email Actions - 3 alerts/action
  • Field Updates - 3/action
  • Connected Records Automatically move records from one Team Pipeline to another Team Pipeline with Connected Records action in Workflows.    -  1/action
  • Send Email Notification for email fields in the module
  • Send email notification for record owners/creators/owner's manager
  • Notify Record Owner
  • Create Record
  • Artificial intelligence
  • Zia Agent Studio Integration
  • Zoho MCP Integration
  • Advanced Features
  • Forms - 3
  • Create new organization
  • Product Catalog New
  • External Sharing of Records New
  • Approve Records
  • Integrations and Toppings
  • Zoho integrations
    • Zoho Desk
    • Zoho Books/Invoice
    • Zoho Meeting
    • Zoho Campaigns
    • Zoho Forms
    • Zoho Flow
    • Zoho Analytics
    • Zoho CRM
    • Zoho Sites
    • Zoho SalesIQ
    • Zoho Projects
    • Zoho Landing Page integration
    • Zoho Directory
    • Merge templates using Zoho Writer
    • Zoho FSM Integration
    • Zoho Thrive
  • Other integrations
    • Bigin add-on for Gmail
    • Microsoft 365
    • Google Contacts & Calendar
    • Microsoft Outlook Add-In New
    • Zapier
    • Zoom Meeting
    • Mailchimp
    • Constant Contact
    • Microsoft Teams
    • Whatsapp Integration
    • QuickBook Integration
    • TikTok Lead Ads Sync TikTok Lead Ads with Bigin using LeadChain to enable two-way data flow for improved targeting.
    • Facebook Lead Ads Integrate Facebook Lead Ads with Bigin via LeadChain to enable two-way data flow for improved targeting.
    • LinkedIn Lead Ads Connect LinkedIn Lead Ads to Bigin using LeadChain to enable two-way data flow for improved targeting.
    • Google Lead Ads You can use LeadChain to sync Google Lead Ads with Bigin (one-way), helping you manage leads more effectively.
    • WhatsApp Lead Ads Integrate WhatsApp Lead Ads with Bigin via LeadChain to enable two-way data flow for improved targeting.
  • Booking Pages - 1
  • LeadChain New
  • Payment Links
  • Email-in The first email alias is available for free, and you can automatically convert emails received by email aliases into new records in your pipeline.    -  1 alias
  • Communication Channels
  • In-built Telephony
  • PhoneBridge Marketplace
  • X(Twitter) integration
  • Email
  • Whatsapp
  • Signals Get real-time notifications whenever contacts open your email, mention on X(Twitter) and so on.
  • Email
  • IMAP
  • Email Templates - 20
  • Attachments in Templates - 3 MB/template
  • Zoho Mail Add-on
  • Mass Emails - 150 emails/day/organization
  • Attachments in Mass Emails - 3 MB/email
  • Individual Email - 300/employee license/day
  • Attachments in Individual Email - 10 MB/email
  • Automation Emails (Max limit per day) - 100 emails/employee license, 5000 emails/day, (whichever is lower)
  • Email Insights
  • Analytics
  • Standard dashboards
  • Custom Dashboards - 10
  • Developer Tools
  • APIs (Max allowed credits) API limits vary based upon employee license purchased.    -  One to 50,000 credits + (No of employee licenses * 250)

Sites

  • Number of sites
    • Up to 50 employees - 1 site/10 employee licenses
    • Over 50 employees - 5 sites
  • Number of contributors - Number of users assigned with the Zoho Sites app in Zoho One
  • Pages - 50
  • Storage - 100 GB
  • Unmetered bandwidth
  • Forms - 50
  • Max file size - 100 MB
  • Photo gallery - 200
  • Page versions
  • Menus - 5
  • Connect your domain
  • Ad-free
  • SSL hosting
  • Code snippet
  • Element animation
  • Premium elements
  • Favicon
  • Unlimited blog posts
  • Mobile optimized
  • Header & footer code
  • Automatic sitemap
  • Message bar
  • Verification file
  • Custom social file
  • Social share button
  • 301 redirect
  • Audio player
  • Comment box
  • Scheduled blog post
  • Social network auto-publish
  • Newsletter subscription
  • Member portal - 2 members
  • Access control
  • Password protection
  • Dynamic content
    • Display content dynamically from Zoho or third-party services.
    • Email - 10/day
    • Invoke URL - 200/day
    • Function execution - 1,000/month
  • Draft pages
  • Individual page publish
  • Schema generator
  • Saved sections
  • Menu icon
  • Menu highlight
  • Custom 404 page
  • File field in forms
  • Custom fonts
  • Zoho integrations
    • SalesIQ
    • Zoho CRM forms
    • Zoho Campaigns
    • Zoho Forms
    • PageSense
    • Marketing Automation
  • Other integrations
    • Mailchimp
    • Google Analytics

SalesIQ

  • Features
  • Brands Brands help you manage the different customer touchpoints (website, mobile app, and email signature live chat) of each of your organization’s business streams under a single SalesIQ portal. You get one brand by default but can buy more as add-ons.    -  1
  • Brand settings
  • Profiles Assign default profiles like Associate, Supervisor, or Administrator with varying permissions to your operators. In our paid plans, you can create custom user profiles with clearly defined permissions at the feature level.    -  3 (default profiles)
  • Departments Group operators into departments based on business function, service location, or area of expertise to route incoming chats.    -  1
  • Visitor Insights
  • Live visitor dashboard View a real-time list of all your website visitors along with their status, grouped into four segments with varying priority levels based on the criteria you define.
  • Monthly visitor tracking limit The number of unique visitors we track each month. Your limit depends on your plan. Once you hit your limit, you can buy a tracking add-on to track more.    -  10K
  • People
  • Visitors Get an overview of all the visitors who have visited your website and their details.
  • Contacts Get a list of visitors who've left you their contact information such as email address, phone number, etc. that can be used to perform a follow-up.
  • Resources
  • Canned replies Quickly launch pre-programmed responses to common questions while responding to customers.    -  25
  • Live Chat
  • Operator chat sessions The total number of unique chat sessions operators can have with visitors each month.    -  100
  • Concurrent chat limit Set an upper limit on the number of chats that are assigned to each of your operators at a time.
  • File sharing Exchange files with your visitors: Share supporting resources with them, and let them send files to explain their query more clearly. *We support 60+ file formats including documents, spreadsheets, presentations, images, audio, and video, and each file must be under 50 MB.
  • Voice note Send and receive voice notes in live chat making it easier to ask questions, explain solutions, and communicate naturally without typing.
  • Chat history View the chat archives of all visitors who've had a chat with your team.    -  30 days
  • Offline messaging Let customers leave a message, even when all your agents are offline, which you can easily respond to at a later period.
  • Language selector Allow visitors to select their preferred language when interacting with the SalesIQ chat widget for a fully personalized experience.
  • Rating and feedback Choose from multiple feedback formats: emoji rating, star rating, like/dislike, or text.
  • Credit card masking Let customers hide their credit card number in chat, showing only the last four digits.
  • Channels
  • Website Give your visitors a gateway to instantly reach out to you by adding live chat to your website.
  • Mobile app Add live chat to your mobile applications and connect with your app users in real time.
  • Integrations
  • Zoho integrations
    • Zoho CRM Integrate Zoho SalesIQ with your Zoho CRM account and give your team instant access to your customer database.
    • Bigin by Zoho CRM Connect SalesIQ with Bigin—Zoho's CRM for SMBs—to sync lead info, track conversations, and manage follow-ups seamlessly.
    • Zoho Desk Integrate Zoho SalesIQ with your Zoho Desk account and give your team instant access to all your customer support interactions.
    • Zoho Assist Conduct remote support sessions in real-time by allowing users to give you access to their screen. You get up to one session per day per user for free across all plans.
    • Zoho Lens Connect SalesIQ with Zoho Lens to provide real-time augmented reality-based remote visual assistance to customers right from your live chat window.
    • Zoho Campaigns Track visitors landing on your website from your email campaigns and add warm leads directly from SalesIQ to relevant mailing lists.
    • Zoho Cliq Send real-time chat notifications and alerts to Zoho Cliq users directly from your chatbot, keeping your internal teams instantly informed.
    • Zoho Projects Create tasks, log issues, and track project status directly from SalesIQ, connecting your support and sales teams with your engineering team.
    • Zoho Survey Share contextual surveys with visitors during chat interactions to capture feedback, testimonials, insights, and more
  • Other integrations
    • Wix Add SalesIQ to your Wix website to track your website visitors in real time and instantly connect with them.
    • Shopify Extend the interactive benefits of in-store shopping to your ecommerce store to convert visitors into buyers and increase cart value.
    • Wordpress Easily add SalesIQ to your WordPress blog or site to connect with visitors in real time.
    • WooCommerce Boost your ecommerce sales with contextual engagement based on real-time visitor information.
  • Reports and Monitoring
  • Daily - Scheduled Get daily reports consisting of the number of visitors on the site, top pages and traffic sources, number of chats, and operator availability delivered right to your inbox.
  • Device Apps
  • Desktop apps Use Zoho SalesIQ on Mac, Windows or Ubuntu desktops for a browser-free experience.
  • Operator Mobile app With the Zoho SalesIQ mobile app, operators can chat with customers from their mobile devices.
  • Media kit Edit and annotate images, and trim videos before sharing them.

Campaigns

  • Design
  • Basic template layouts
  • Pre-designed, responsive newsletter templates - Advanced
  • Drag-and-drop template editor
  • Email link inserts
  • Template library
  • Email Marketing
  • Unlimited emails
  • Send follow-up
  • File Attachment
  • A/B testing Create two versions of your email campaign (content, subject line, or sender address), test it among two recipient groups, and have the winning version delivered to the rest.
  • RSS campaigns Automatically share your website or blog updates to your audience via email campaigns.
  • Customizable header and footer
  • Bot filtering
  • Reports and analytics
  • Chain campaign
  • Child campaign
  • Marketing calendar
  • AI
  • Contextual AI
  • Gen AI content generation
  • AI subject line recommendation
  • AI-powered product recommendations
  • Send time optimization
  • Contact Management
  • Contacts - 5,000/employee license
  • Segmentation of contacts - Advanced With basic segmentation, you can group contacts using standard fields such as name, email, phone number etc. On the other hand, you can segment contacts using fields like campaign interactions, e-commerce activities etc with advanced segmentation. Learn more
  • Customizable signup forms
  • Customizable pop-up forms
  • Topics
  • Contact scoring and tags
  • Bulk segments Segment all your contacts based on fields like country, state, and more with just a button's click.
  • Personalization
  • Merge tags
  • Dynamic content Create and deliver different versions of an email to different recipients by specifying criteria.
  • Email polls
  • Email Delivery and Deliverability
  • Schedule email Campaigns
  • Recipient time zone sends
  • Recipient optimal open time sends
  • Send in batches
  • Email authentication using SPF/Sender ID, Domain Key/DKIM
  • Compliance check The last step before send, wherein we check if your email is in line with the prescribed standards of the ISPs (Inbox Service Providers).
  • Dedicated IP address - Available on a yearly basis
  • Email Marketing Automation
  • Automated workflows Create workflows with a limited set of components using basic workflows, while set up workflows using 25+ components in advanced workflows. Learn more
  • Triggers
  • Form Submission
  • List Entry
  • Enter a Segment
  • Exits a Segment
  • Email Action
  • Date Field
  • Tag Assigned/Removed
  • Open Trigger
  • Abandoned Cart
  • Purchase Follow-Up
  • Product Specific Follow-up
  • Cyclic
  • Actions
  • Send Email
  • Send SMS - Available as an add-on
  • Send WhatsApp - Available as an add-on
  • Add to List
  • Remove from List
  • Subscription Management
  • Exit from Workflow
  • Wait Time
  • A/B Test
  • Send Survey Email
  • Assign/Remove Tag
  • Add/Subtract Score
  • Update Field
  • Internal Notification Email
  • Wait Condition
  • Move to Another Workflow
  • Push Data
  • Create Task
  • Process (Conditions)
  • Simple Condition
  • Email Activity
  • Multi-Way split
  • Process (Flow Control)
  • Random Split
  • Merge
  • Built-in workflow templates
  • Account and User Management
  • Custom user roles
  • Workspaces Manage the teams and departments of your organization by creating different workspaces within Zoho Campaigns.
  • Assign roles and privileges
  • Email-sending policy Define the number of emails that can be sent out from your organization at different recurring intervals.
  • Ecommerce Email Marketing A complete email marketing solution for online stores that are built using Shopify, WooCommerce, or Zoho Commerce.
  • Pre-designed newsletter templates
  • Pre-designed cart-abandonment reminder templates
  • Contact, product, and coupon sync
  • Profile- and shopping-history segments
  • Store's revenue vs. email-based revenue
  • Automated purchase follow-ups
  • Automated cart-abandonment follow-ups
  • Cross-channel Marketing
  • SMS marketing - Available as an add-on
  • WhatsApp Marketing - Available as an add-on
  • Frequency Capping
  • Source Tracking
  • Integrations
  • Zoho integrations
    • Zoho CRM
    • Zoho Creator
    • Zoho Survey
    • Zoho Contacts
    • Zoho Invoice
    • Zoho Books
    • Zoho Recruit
    • Zoho Meeting
    • Zoho Commerce
    • Zoho Flow
    • Zoho Desk
    • Zoho Backstage
    • Bigin by Zoho CRM
  • Other integrations
    • SugarCRM
    • Salesforce
    • Eventbrite
    • Tracking URLs with Google Analytics
    • SurveyMonkey
    • Shopify
    • YouTube For video email
    • Vimeo for video email campaigns
    • Flickr Add images to the template gallery
    • Google Photos Add images to the template gallery
    • PayPal
    • Giphy
    • Zapier
    • GoToWebinar
    • Evernote
    • Dropbox
    • OneDrive
    • Box
    • Wistia
    • HubSpot
    • MS Dynamics 365
    • Zendesk
    • WooCommerce
    • Gravatar
    • Litmus
  • Webhook Mailing-list-based and sent-campaign notifications
  • Developer API Campaign management, list management and callback URLs

Desk

  • Ticket management
  • E-mail tickets Convert emails into tickets automatically when you add email as a channel.
  • Comment in ticket Add private comments to internal teams.
  • Private conversations in ticket Converse with external agents and consultants, and quickly resolve problems on the same ticket without notifying the customer until you wish to.
  • Spam tickets Mark tickets as spam.
  • Ticket history See the activity on a ticket in chronological order.
  • Ticket resolution note Make internal notes about successful solutions to issues.
  • Ticket tags Add labels to tickets to organize them intuitively.    -  20 / Ticket
  • Add resolution as KB Directly add the ticket resolution as an article in your Knowledge Base.
  • Customer Happiness Ratings Automate the process of asking customers to rank their happiness with the service on ticket closure or after every reply, and keep track of resultsNew
  • Suggested articles Pulls relevant answers from your FAQs and Knowledge Base and displays them alongside the ticket.
  • Merge tickets Merge similar tickets into a single one to avoid redundancy.
  • Split tickets Split up a ticket with more than one topic, for better accountability.
  • Clone ticket Create duplicate tickets whenever required.
  • Ticket timeline See a timeline of all the past tickets from a particular customer.
  • Read / Unread tickets Change the status of the ticket from read to unread and vice versa.
  • Pinned conversation Prevent important messages from getting buried beneath other conversations by pinning them to the top of the ticket conversation tab.
  • Followers Follow specific tickets and customers.
  • Time entry Keep track of time spent on every ticket and manage billable hours.
  • Agent productivity
  • Quick ticket view (Peek view) View ticket content from the list view, without having to open it.
  • Response editor with rich text support Format your responses for better clarity and understanding.
  • Advanced search Search across all modules from a single place.
  • Response draft Save in-progress responses as drafts automatically.
  • Table view View tickets in a simple table, with all the columns you need to see.
  • Keyboard shortcuts Use keyboard shortcuts to perform routine ticket tasks.
  • Agent queue Quick way to access open tickets under each agent.
  • Search facet Quickly find the item you're looking for by eliminating what you don't need.
  • Snippets for faster response Create and use pre-written phrases to avoid typing out common answers every time.
  • Email templates in reply Create and deploy pre-typed email templates for faster replies.
  • Work modes View tickets based on time, priority, status, or CRM information via Work Modes.
  • Real-time collaboration
  • Real time updates in ticket list & detail view Get real-time updates for any changes made to a ticket.
  • Real time ticket count in starred views Get real-time updates of the ticket count in starred views.
  • Team feeds View and interact with a feed of recent updates from customer tickets.
  • Customer support channels
  • Email channel This refers to your support email address.    -  5
  • Help center Set up a self-service portal for your customers.
  • Feedback widget Add the Advanced Web Form as a portable widget to your website .    -  1
  • Advanced web forms Allow potentials and customers to log tickets via forms on any web page.    -  5
  • X (Twitter) Receive and respond to tickets via X (Twitter) directly from Zoho Desk .    -  1 brand (add-on brand available on request)
  • Facebook Receive and respond to tickets via Facebook directly from Zoho Desk .    -  1 brand (add-on brand available on request)
  • Instagram Receive and respond to tickets via Instagram comments and posts directly from Zoho Desk    -  1 brand (add-on brand available on request)
  • Instant Messaging Connect with your customers easily on popular messaging channels.
  • Community forums Build a community of customers and users by opening a forum where they can talk to each other.
  • Instant messaging
  • Live Chat (Business Messaging) Chat with customers in real-time on your website and convert conversations to tickets.    -  1 channel
  • WhatsApp Communicate with customers on WhatsApp from Zoho Desk's Instant Messaging module.    -  1 channel (Usage-based charges applied by WhatsApp)
  • Telegram Communicate with customers on Telegram from Zoho Desk's Instant Messaging module.    -  1 channel
  • Wechat Communicate with customers on WeChat from Zoho Desk's Instant Messaging module.    -  1 channel
  • LINE Communicate with customers on Line from Zoho Desk's Instant Messaging module.    -  1 channel
  • Facebook Messenger Communicate with customers on Facebook pages from Zoho Desk's Instant Messaging module    -  1 channel
  • Instagram Communicate with customers on Instagram DM from Zoho Desk's Instant messaging module    -  1 channel
  • Dashboard Monitor all your instant messaging conversations data in one place.
  • WhatsApp sandbox Test the functionality of WhatsApp Business Messaging APIs even before getting your WABA approved.
  • Multilingual WhatsApp Template Messages Send business-initiated WhatsApp pre-approved, multilingual template messages through our WhatsApp API for proactive customer support
  • Auto-responses Set auto-responses to keep customers engaged when you are out of office, or in any other instance.
  • Ticket conversion Convert WhatsApp conversations into tickets.
  • Embeddable options Embed instant messaging chat button, link, or QR code on your website.
  • Block users Detect inappropriate language and block abusive users.
  • Chat transfer Assign conversations to the right person.
  • Notifications Receive real time notifications of chat activities.
  • Customer happiness ratings Collect customer feedback on the quality of support and experience offered to customers on your messaging apps through ratings.
  • Help desk automation
  • Notification rules Use rules to notify agents and customers about progress made on tickets .
  • Macros Combine actions performed frequently on tickets into macros that can be manually applied.    -  5
  • Workflow rules A set of actions that are executed when certain specified conditions are met.    -  5 / module
  • Supervise - Time-based rules Create rules for time-based events such as ticket resolution reminders.    -  5
  • Ticket assignment rules
  • Direct assignment to agents and teams Write rules to automatically assign tickets to specific agents based on criteria you set.    -  5
  • Service level agreements (SLA's)
  • Number of SLAs Service level agreements (SLAs) help you manage response and resolution time by automating actions based on ticket deadlines    -  4
  • Stop the SLA clock (On hold state) Pause response time counter when progress cannot be made on a ticket.
  • Multi-level escalations Write rules to establish an automatic escalation matrix for your tickets.
  • Help desk working hours
  • Business hours Define the hours within which your teams will work on customer tickets. This can be used for time-related automations and SLAs.    -  1
  • Holiday list Create holiday lists based on the regions and timezones in which your agents work.    -  1
  • Help desk customization
  • Custom email templates Create your own email templates for notifications and agent responses.
  • Customize tabs Rename, hide, and reorder the tabs at the top of the Zoho Desk interface.
  • Customize form fields Use field layouts to customize fields and field values pertinent to each department.
  • Custom views Use filters to list just the tickets you need to focus on.
  • Starred views View important tickets at the top of the left panel by staring them.
  • Custom fields Store additional information relevant to a ticket using custom fields.    -  50 / module
  • Custom ticket status & status grouping Create customized statuses for your tickets.
  • Field dependencies Manage dependencies between two fields.
  • Personalization
  • Helpdesk appearance - Night mode Switch between light mode, night mode, or auto-mode based on your surroundings.
  • Display screen settings Choose the most suitable display layout that is optimal for your screen resolution.
  • Display font control Select your preferred font style and size.
  • Reply editor font controls Select the default font type and size for your email description and reply editors.
  • Reply button behaviour Select the reply actions you want the button to display by default.
  • Landing page settings Select the default home page that appears when you log in.
  • Reply - article auto suggestion Get article suggestions while replying to tickets.
  • Default send behaviour Set default send behavior for ticket as Send & Close or Send.
  • Multi-language support View Zoho Desk in any of the supported languages.
  • Date & time format control Select a date & time format based on your preference or locale.
  • Artificial intelligence - Zia
  • Answer bot An AI-powered reply assistant that provides relevant responses to agents and customers based on its intelligence from the existing KB articles. *Supported in 30 languages *Available DCs: US, EU, IN, AU, JP, CA, CN, UAE
  • Content analysis Zia checks for grammatical errors, analyses readability, and scores content quality. *Available DCs: US, EU, IN, AU, JP, CA, CN, UAE
  • Generative AI
  • Generative AI Services Select Zia, Zoho's AI powered by Open-source language models * DCs: US, EU, IN, AU, JP, CA, CN, UAE) or bring your own key (BYOK) from ChatGPT (* DCs: US, EU, IN, AU, JP, CA, UAE) or DeepSeek (*DCs: CN)    -  BYOK
  • Summary Access ticket and thread summary (supported 35 languages)
  • Insights Access the ticket's key topics, customer tone and sentiment
  • Reply Assistance Get relevant solutions from your knowledge base, helping support teams offer fast and prompt support to your customers. Supported in 30+ languages.
  • Writing assistance Refine your drafted response. Select a sentence and change its tone, length, or language
  • Generate content Create custom responses using prompts or your KB, then instantly refine the tone and length.
  • Article generation Convert resolved tickets into knowlegde base articles
  • Intelligence
  • Sentiment Analysis Zia analyses incoming conversations to gauge the customer's mood, so your agents know how to respond. Supported in 12 languages *Available DCs:US, EU, IN, AU, JP, CA, CN, UAE
  • Ticket Auto Tags Zia identifies key aspects of a ticket and tags them appropriately. *Supported Language: English *Available DCs:US, EU, IN, AU, JP, CA, CN, UAE
  • Zia notifcations Get notified of any unusual trends in your ticket volume **Available DCs:US, EU, IN, AU, JP, CA, CN, UAE
  • Thread level keywords Zia tags customer responses with keywords helping you track connversation progress at a glance
  • AI agents
  • Zia Agent Studio Zoho's agentic AI development environment that lets you create and deploy autonomous AI agents. Learn more     -  Zoho's in-house LLMs: up to 30 million tokens/month
  • Zia Agent Store Access a repository of pre-built AI agents to automate your business tasks. Learn more     -  Zoho's in-house LLMs: up to 30 million tokens/month
  • Re-branding
  • Custom domain mapping Connect Zoho Desk with your website domain.
  • Help center
  • Private knowledge base for agents Create a private repository of solutions for your agents to access.
  • Article versioning Keep track of multiple versions of your KB articles.
  • KB article template Create and use knowledge base(KB) templates bringing structure, consistency and speed in setting up KB portals.
  • Public knowledge base Create a public repository of help articles, guides, and FAQs. 700 sections under a category can be added, including the root category. Within a root category, 699 sections can be created, with a maximum of four hierarchical levels.
  • Community Build and grow a community of customers, prospects, and visitors.
  • ASAP Embed customer service capabilities into your websites and mobile apps with the ASAP widget.
  • Text-to-speech in ASAP mobile SDK Convert your knowledge base articles and community to speech on mobile phone.
  • Business Messaging in ASAP Allow customers to chat in real-time with agents through ASAP
  • Customer management
  • Contact & account information management Record customer details as contacts, and group them into common accounts.
  • Private notes for contacts & accounts Make internal notes about customers for the team's future reference.
  • Dedicated owners for contacts & accounts Assign dedicated agents within your team to specific customers.
  • Contact & account custom fields Create custom fields to store additional information about your customers.    -  50
  • Merge contacts Merge contacts to avoid redundancy or duplication.
  • Merge accounts Merge accounts to avoid redundancy or duplication.
  • Custom views for customers Create filters to view a list of customers you need to focus on.
  • Contact & account insights View contact and account activity and engagement in a neat dashboard.
  • Deduplicate contacts & accounts Eliminate duplicate customer information to reduce complications.
  • Follow contacts & accounts Closely monitor contact or account-specific activity.
  • Contact to product association Associate each customer with the products they've purchased or are using.
  • Activity
  • Tasks Create follow-up tasks for your team based on ticket conversations.
  • Time tracking
  • Manual ticket time tracking Agents have control over the ticket timer.
  • Products
  • Product based ticket tracking Track tickets by associating them with specific products.
  • Associate products to contacts Associate each customer with the products they've purchased or are using.
  • Associate products to accounts Associate each customer organization with the products they've purchased or are using.
  • Dedicated owner for products Assign a dedicated agent for each product.
  • Custom fields for products Create custom fields to store additional information about your products.    -  50
  • Custom views for products Use filters to see a list of products you need to focus on.
  • Analytics
  • Agent dashboard Track all agent performance parameters along with agent information and current availability.
  • Predefined reports Get reports that offer relevant insights across different modules.
  • Ticket overview dashboard View and track your vital ticket metrics in a single dashboard.
  • Ticket status dashboard View tickets according to their statuses, default and custom.
  • Customer happiness dashboard Track customer satisfaction levels over a given period of time in a single dashboard.
  • Custom reports Create your own custom reports to keep track of metrics that matter to you.    -  50
  • Export reports to CSV, XLS or PDF Export reports from Zoho Desk to your computer in CSV, XLS, or PDF formats.
  • Custom dashboards Create your own custom dashboard visualizations for reports you use the most.    -  10
  • Headquarters dashboard Track ticket traffic and volume over a given period of time in a single dashboard.
  • Response, resolution & FCR dashboards View and track ticket response and resolution times across your team.
  • Knowledge base dashboard View metrics and reports related to Knowledge Base articles.
  • Community dashboard Analyze customer interaction and behavior on your community.
  • Agents & permissions
  • Profiles Manage permissions to modules, fields, and utilities by categorizing agents under different profiles.    -  5
  • Roles Create roles to replicate your organization chart and assign a profile to each role accordingly.    -  5
  • Add-ons & integrations
  • Zoho integrations
    • Zoho translate AI-powered extension that translates tickets to a language of your preference.
    • Zoho Assist Help customers actively through screen-sharing powered by Zoho Assist.    -  1 free user
    • Zoho CRM Bridge the gap between Sales and Support with context, using the Zoho CRM integration.
    • Zoho FSM Sync your field support teams with your customer support agents for better communication experience.
    • Bigin Integrate with Bigin and make it easier for your sales and support teams to connect with prospects.
    • Zoho Analytics Integrate with Zoho Analytics and enjoy advanced reports based on your support data.
    • Zoho Projects Submit bugs in Zoho Projects for new Zoho Desk tickets.
    • Zoho BugTracker Find, report, and solve bug-related issues using Zoho Bug Tracker.
    • Zoho Lens add-on Integrate Zoho Lens with Zoho Desk to ensure hassle-free remote assistance experience right from the tickets.
    • Zoho Cliq Collaborate over chat with your team members without switching windows.
    • Zoho SalesIQ Enable live chat for your website to capture and nurture leads effectively.
    • Zoho Meeting Integrate with Zoho Meetings start/ schedule secured audio and video conferences with your customers from within a Zoho Desk ticket.
    • Zoho Books/Invoice Access your customer's billing information, and receive and create invoices from within Zoho Desk.
    • Zoho Inventory Get instant and detailed access to the current account status of the customer right inside your tickets with the Zoho Inventory integration.
    • Zoho Billing View customer subscription information alongside their tickets and build a better conversation.
    • Zoho Flow Use Zoho Flow to effortlessly integrate Zoho Desk with 800+ apps without writing code and automate complex business workflows.    -  Yes (Excludes flows that use features not supported in the standard plan.)
    • Zoho Campaigns Get campaign-related context within support tickets like campaigns sent to a contact, the mailing lists they are associated with, and more.
    • Zoho PageSense Engage your customers better with analytics for web forms, powered by Zoho PageSense.
  • Other integrations
    • G suite Collaborate and share information from your GSuite account to Zoho Desk easily.
    • Google Chat Manage tickets within Google Chat without constant navigation to the Desk interface.
    • Atlassian Jira Break silos and collaborate with your engineering team effectively using Jira.
    • Slack View ticket details, receive support notifications, and collaborate without leaving Slack.
    • Salesforce Integrate Desk with Salesforce to bring your support and sales information together.
    • Zapier Use the Zapier integration to connect Desk with other vital apps.    -  Yes (Excludes zaps that use features not supported in the standard plan.)
    • Office 365 Add Office 365 users as agents, so they can access Zoho Desk via single sign-on.
    • MS Teams Bring the Zoho Desk experience into MS Teams via bots and message extensions.
    • Google Play Reviews Manage customer reviews on the Google Play app through Zoho Desk
    • YouTube Engage with your audience on YouTube by responding to their comments easily.
  • SMS add-on Send acknowledgment messages to your customers and notify agents on new ticket assignment via SMS.
  • Zoho Marketplace for Zoho Desk
  • Public extensions Build, host, and sell custom extensions on the Zoho Desk marketplace.    -  Yes (Excludes extensions that use features not supported in the standard plan.)
  • Extension starter pack Optimise current operations with app recommendations from Zoho Desk marketplace, third-party integration or custom built extension.
  • Mobile experience
  • Radar app for Zoho Desk Vital stats curated in real-time for managers and agents.
  • Zoho Desk app Collaborate from anywhere effortlessly, with Zoho Desk on mobile.
  • Security
  • IP range restriction (active directory) Whitelist the IP addresses you use to access Zoho's services and deny access attempts from networks not added to the whitelist.
  • CSP policy header Prevent client-side script execution of malicious content on the web page.
  • DKIM/DMARC Provide credibility to your domain and tell the receiving server that you are trustworthy to avoid ending up in spam.
  • SSL certificate Keep user data secure, verify ownership of the website and prevent attackers from creating a fake version of the site.
  • Attachment controls Prevent malware by controlling which file type can be used as an attachment.
  • Single Sign-on using SAML in Help Center Configure SAML-based single sign-on for end users so they can access your Help Center without being prompted to enter separate login credentials.
  • Multi-factor Authentication for Help Center Configure MFA for end users so they can access your Help Center without being prompted to enter separate login credentials.
  • OpenID connect for Help Center Configure OpenID connect for end users so they can access your Help Center without being to enter separate login credentials.
  • User authentication (JWT) in ASAP Verify the authenticity of a user of the main app and provide them with permission to use ASAP with the same credentials.
  • Federated login Access helpcenter through a single authentication ticket/token from different identity providers (IPs) without having to create separate accounts.
  • Privacy
  • Anonymization of agent and customer Anonymize data subjects who reside in the European Union as outlined in the General Data Protection Regulation (GDPR).
  • Data center location Choose the nearest data center country location while signing up.
  • DSR - Data Subject Requests Process your client's inquiries and serve them their required personal information that has been collected, stored, and used.
  • Accessibility
  • Highlight critical information Display critical information like ticket ID, ticket owner, contact details, etc. in striking color.
  • Underline links Increase the visibility of links with an underline.
  • Emphasis focus area Indicate the extent and clickablity of focus area by adding a border.
  • Animation controls Optimize the animations and transitions across your helpdesk.
  • Reading mask Eliminate distractions by focusing the text you're reading and masking the rest.
  • Zoom level adjuster Adjust the zoom level until the page is easy to view.
  • Screen reader Render the content (text, buttons, images, and links) on your screen into speech or braille.
  • Keyboard focus navigation Navigate between screens, switch tabs, and perform tasks using only keyboard keys.
  • Custom scrollbar Replace native scrollbar with a compact scrollbar for seamless navigation while indicating the scroll position.
  • Toast notifications Get brief notifications that convey action related information.
  • Focus ring Highlights the present interactive element on your screen.
  • Custom cursor Select a mouse pointer of your desired color and size based on your preferences or actions instead of a default arrow-based cursor.
  • Page navigation Navigate to the section you choose to read using a keyboard instead of sequentially scrolling through the entire document.
  • Developer tools
  • API Integrate with other Zoho apps and third-party tools by adhering to RESTful principles. Learn more about the API Credit system     -  50,000 + (No. of employee licenses x 250) + Add-on credits
  • API dashboard Monitor and optimize API usage metrics based on functionalities specific to editions.
  • API usage matrix Access detailed reports on how API is consumed by your Desk
  • API usage alerts Get notified when you are close to exceeding your pre-defined API usage threshold.
  • Data administration
  • Export data Export your data in CSV format from individual Zoho Desk modules.
  • Import history Keep track of all the times you've imported data into your help desk.    -  Past 60 days
  • Import data Import accounts, contacts, tickets, and other important data into your Zoho Desk portal.    -  10,000 / batch
  • Data backup Schedule data backups or instantly download data for protection against any data loss    -  1 full backup / month
  • Data migration
  • Migration from other help desk Make the switch from Zendesk or Freshdesk with extensive support from our team.

Mail

  • Storage
  • Mail Storage - 50GB/employee license
  • Retention storage - 50GB/employee license
  • Zoho Mail
  • Webmail
  • Attachment limit (Mail) Maximum email attachment size    -  40MB
  • Huge Attachment Limit (Mail) Attach larger files to emails using the Huge Attachment Feature    -  up to 1GB
  • Email Groups Create group email addresses for a selected set of users.
  • Email Sharing Share individual emails with users or groups.
  • Folder Sharing with Delegation Share an entire custom folder of emails with your organization members.
  • Email Recall Recall sent emails
  • Email Forwarding Auto-forward emails received in one mailbox to another email address
  • Mail Merge Customize and send emails to multiple recipients at once.
  • Active Sync Access Zoho Mail via Exchange Sync on any standard Exchange Sync client
  • Email Aliases Have multiple email addresses within one mailbox. Emails sent to the alias account will be delivered to the same mailbox as the primary account.
  • Domain Aliases Map a new domain as an alias to an existing domain that is already configured in Zoho
  • Custom Login Use the URL mail.yourdomain.com to log in to their respective email accounts.
  • White Labeling Use your organization logo instead of the Zoho Mail logo
  • SAML based SSO integration Enable Single Sign-On for the Zoho Mail web application across various domains.
  • S/MIME Encryption Digitally sign and encrypt your email to prevent unauthorized interception.
  • PGP Encryption Secure email communication with end-to-end encryption.
  • TLS Encryption The emails sent and received using Zoho Mail are encrypted by TLS
  • Email retention Retain emails in the organization accounts for a specific period to avoid accidental deletion problems and more.
  • eDiscovery (Mail) Retain emails and recover them at any point in time.
  • Zoho Mail app for iOS and Android
  • Zoho Mail Admin Mobile App
  • Streams Mobile app for Team collaboration The Streams - for Zoho Mail, for Android and iOS, lets you contribute to your team while on the go.
  • Calendar
  • Integrated Calendar Integrate Zoho and external applications with Zoho Calendar and use them directly via Zoho Calendar
  • Resource Booking Search for resources, check their availability, and book them in advance.
  • Calendar Sync Your calendars in Zoho Calendars can be synced with mobile phones, laptops, and other devices, accessed and managed even when you are offline
  • Group Calendars Create Group Calendars for your team and manage your team activities from a unified calendar.
  • Appointment Scheduling Share your appointment request form with the public so that people can fill out the form to request an appointment with you.
  • Calendar on mobile
  • ToDo
  • Tasks
  • Sub-tasks Add subtasks and add an assignee to each subtask where you can track the progress.
  • Group tasks Easily add a task and associate it with the respective group.
  • Share tasks Share your tasks to individuals or groups
  • Recurring tasks Create a recurring task and choose between the Daily, Weekly, Monthly, and Yearly recurrence, with additional options to choose the repeat pattern.
  • Attachment support Insert files below 10 MB to your tasks. The attachments you add will be visible to group members, main task and subtask assignees, and invitees.
  • Add mail as a task Transform emails into actionable tasks directly from within Zoho Mail.
  • Link task to mail Connect email context directly to your tasks
  • Mobile apps Accomplish your tasks on the go with the iOS and Android mobile applications
  • Mobile access to ToDo via Streams app Streams - for Zoho Mail, for Android and iOS, lets you contribute to your team while on the go.
  • Notes
  • Notes
  • Group Notes Notes that have been added to Streams can directly be posted to the relevant Group notes section.
  • Sticky Notes Certain notes that you want to be reminded of when you open your mailbox can also be made as sticky notes.
  • Share Notes Collaborate and communicate about the note without losing its context.
  • Attachment support in Notes Simply drag and drop or select attachments to add context and supporting documents.
  • Add Mail as Notes Transform emails into actionable notes directly from within Zoho Mail.
  • Link Note to Mail Connect email context directly to your notes
  • Mobile access to Notes via Streams app Streams - for Zoho Mail, for Android and iOS, lets you contribute to your team while on the go.

Cliq

  • Messaging
  • Unlimited 1-1 chats and group chats
  • Participants per group - 500
  • Read receipts
  • Searchable messages - Unlimited
  • @mentions and #tags @available, @all, @username, #channel
  • Star important messages
  • Time limit to delete sent messages - Up to 730 days
  • Maximum duration for audio/video messages and screen recordings - 60 mins
  • Link preview
  • Print chat transcript
  • On-demand chat summary
  • Collaboration
  • File storage - 100GB/employee license
  • Unified org directory - Teams, Custom Roles
  • Reminders
  • Zia events
  • Guest chat
  • Remote work Checkin, Checkout, Status
  • Team management View teams you are a part of
  • Calendar events
  • Task management View and manage tasks through Zoho Projects or directly within Cliq.
  • Custom keyboard shortcuts Editing default keyboard shortcuts is available across all plans.    -  50 per user
  • Extract text from images
  • Channels
  • Organization & personal channels
  • External channels (Shared channels) Collaborate with users from other organizations with channels    -  5 channels/employee license
  • Channel permissions
  • Announcement channels
  • Roles & permissions Users can be assigned custom roles to access specific channel levels.
  • Mobile permissions
  • Archiving channels
  • Team & multi-team channels
  • Participants per channel (Organization, team, & personal) - 20,000
  • Participants per channel (External) - 500
  • Threads
  • Default channels
  • Calls and meetings
  • 1-1 audio & video calls
  • Screen sharing
  • Audio & video meetings - 1,000 active participants, 10,000 viewers
  • Maximum meeting duration - 24 hours
  • Call recording
  • Add guests to meetings
  • Room devices No. of devices in which Cliq Rooms app can be configured    -  50 devices licenses included
  • Live events Schedule and stream virtual events to a large audience
  • Branded meetings
  • Security and privacy
  • Single SSO sign-on & Google sign-on
  • Two factor authentication
  • Password policies
  • Restricted IP IP restrictions can be applied for specific clients like mobile, and desktop app also.
  • Data encryption both in transit and at rest
  • SSL support
  • Consents Dialogs requesting permissions to access data in extensions and internal tools
  • Secret chat Disable chat history to chat off the record
  • Admin panel
  • User provisioning & de-provisioning
  • Teams To collaborate through team and multi-team channels
  • Exclusive security policy for teams Restricted IP
  • Departments & designations
  • User roles To configure feature access for specific roles
  • Module configurations Control over modules like chats, live media, integrations, and more
  • One theme for the entire organization
  • Brand logo and favicon
  • Custom domain
  • Custom email
  • Availability reports
  • Chat export
  • Import
  • Audit history
  • Usage reports - Advanced Analyze usage data across any date and time range
  • eDiscovery & DRP
  • Channel management Centralized management of all channels for admins
  • Org-wide channel permissions Set unified permissions for different channel levels across your organization
  • Data loss prevention (DLP)
  • Usage report export
  • Bulk team import
  • Data clean up management
  • Branches & rooms
  • Custom user fields
  • User preferences
  • Desktop notifications
  • Themes
  • Email & sound notifications
  • Integrations
  • Integration with other Zoho apps Zoho People, Zoho Projects, Zoho Calendar, Zoho Notebook
  • Office 365 Redirects users to O365 login page
  • Extensions Custom integration with third-party apps    -  150/organization
  • Developer platform
  • API support
  • Slash commands - 5,000/organization
  • Message actions - 5,000/organization
  • Bots - 1,000/organization
  • Functions - 10,000/organization
  • Schedulers - 1,000/organization
  • Databases - 250/organization
  • Database records - 50,000/organization
  • Widgets - 250/organization
  • Internal apps Custom apps that can be built based on purpose    -  5,000
  • Default bots

Projects

  • USERS & TEAMS
  • Client Users - 2/organization
  • Teams - 2
  • PROJECT MANAGEMENT
  • Projects - Unlimited
  • Storage Space - 100GB
  • Project Templates - 20
  • Project Groups
  • Private Projects
  • Strict Project
  • Project Templates Gallery
  • TASK MANAGEMENT
  • Subtasks
  • Gantt Charts
  • Project Timeline Gantt
  • Task Dependency - Within project (All four types)
  • Recurring Tasks
  • Task Duration (Hours/Days)
  • Reminders
  • Task Rollup
  • ISSUE TRACKER
  • Add Issues through email
  • Notifications
  • Business Rules
  • Web to Issue Form
  • Time Tracking
  • Timelogs and Timesheets
  • Timelog and Timesheet Approval
  • Time Log Restriction
  • Budgeting
  • Project Budget
  • Earned Value Management
  • CHARTS / REPORTS
  • Workload Report - Project-specific
  • Planned vs Actual Report - Project - specific
  • Custom Reports within Project - 20 reports per module / project
  • Global Custom Reports - 20 reports per module
  • Report Folder Limits - 10 report folders per module / project
  • ZIA - Zoho's AI Assistant
  • Zia Insights
  • Zia Translate
  • Content Generation by Zia
  • MCP Server (using Zoho MCP) Connects AI models to Zoho Projects so they can understand your data and perform actions based on natural language instructions. Learn more
  • Collaboration
  • Project Feeds
  • Document sharing
  • Calendar & Forums
  • Tags
  • Pages & Chat - All Projects
  • CUSTOMIZATIONS
  • Project Dashboards - 5
  • Global Dashboards - 1
  • Projects Custom Modules - 5
  • Records per Project Custom Module - 10K
  • Custom Views
  • Business Hours & Weekends - 1 Business Calendar
  • Holidays List
  • Project Web Tab - 2
  • Global Web Tab - 2
  • Custom Status, Fields & Layouts
  • Custom Status (Project, Milestone, & Task)
  • Custom Module Custom Fields - 52
  • Layouts (Project, Milestone, Task, Issue & Timelog)
  • Task Layout Rules - 2 per layout
  • AUTOMATION
  • Workflow Rules - 2 per layout
  • Blueprint for Tasks - 2 per layout
  • Timesheet Approval Rules
  • Email Template and Alerts
  • Webhooks - 200 invokes per day
  • Macro Rules - 2 per layout
  • Actions by Zoho Flow Additional requirements can be purchased as Flow Credits    -  100 per month
  • Automation Actions Includes workflows, macros, blueprints, webhooks, and custom functions used across all modules. Does not include actions triggered through Zoho Flow.    -  500 execution per month
  • Custom Functions - 500 execution per day
  • IMPORT & EXPORT
  • Import from MS Project
  • Import Issues (CSV, XLS & JIRA)
  • Import from XLS, CSV, and JSON
  • Import from Jira
  • Import from BaseCamp
  • Manual Export - Unlimited
  • Integrations - Zoho Apps
  • Zoho Analytics
  • Zoho CRM
  • Bigin by Zoho CRM
  • Zoho People
  • Zoho Expense
  • Zoho Books
  • Zoho Invoice
  • Zoho Billing
  • Zoho Forms
  • Zoho Flow
  • Zoho Meeting
  • Zoho Sprints
  • Zoho Sign
  • ManageEngine ServiceDesk Plus
  • Integrations - Collaboration
  • Slack
  • Figma
  • Microsoft Teams
  • Office 365
  • Sync Google Tasks
  • Google Apps Integration
  • Integrations - Document Management
  • Dropbox
  • SharePoint
  • OneDrive
  • Google Drive
  • Integrations - Productivity
  • Fireflies
  • Zendesk
  • Zapier
  • Integrations - Repositories
  • GitHub
  • GitLab
  • Gitea
  • BitBucket

WorkDrive

  • Storage
    • Default - 5TB per organization
    • Additional - 500GB for each employee license that is added beyond the first 10 employees
  • Upload limit per file - 250 GB
  • Zoho office suite
  • Zoho Writer (Document)
  • Zoho Sheet (Spreadsheet)
  • Zoho Show (Presentation)
  • File Management
  • My Folders My Folders is a personal folder for team members. They can create or upload files, and share their own files with other team members.
  • Team Folders A secure hub for your team to store, share, and work together on files.
  • Shared items You can view the list of all shared items in My Folders or a Team Folder and track which items are shared with whom, which are shared externally, which are shared across the team, and more.
  • Customize File Listings Customize your file listing view with flexible columns and sorting options.
  • File Suggestions Get AI-powered file recommendations based on your activity and team interactions. Find relevant files instantly without searching manually.Beta
  • Templates Create or save templates for documents and spreadsheets via Zoho Writer and Sheet, respectively. Once you have templates, you can use them to create any number of files.
  • Labels Labels help you to easily identify and access files and folders across different locations in WorkDrive.
  • Mark as Final Secure important files by marking them as final. Once marked, the file becomes read-only for all users. Users with Edit or higher access can unlock it when further updates are needed.
  • Index View Use a Writer document as a folder’s default guide for seamless navigation.
  • Universal content search Find files by name, keyword, or author's name using the search bar.
  • Advanced Search with OCR and Object Detection WorkDrive now supports searching text (Optical Character Recognition) and objects (Object Detection) in images.
  • Saved Searches Save search keywords along with filters to make the process of generating search results effortless.
  • Access stats Get a list of all the users who have accessed a file and when they accessed it.
  • File activity timeline A timeline of all activities performed by users on a particular file.
  • Data templates and custom fields Create data templates to classify files and folders and organize them by adding custom information or properties as metadata.
  • Webhooks Webhooks give you real-time notifications for file, folder, Team Folder, and team-based events directly in an external app.
  • Watermarking Use custom watermarks to protect your content from unauthorized use and increase your brand's visibility across digital platforms.
  • Archive Team Folders Organize your workspace by archiving unused Team Folders. Securely preserve content and settings without permanent deletion.
  • Version history in file preview View and manage all file versions directly within the preview window. Quickly switch and review file versions with ease.
  • Unlimited file versions Access and revert to any previous version of your files. You can even compare changes between different versions.
  • Collaboration
  • Granular access controls Grant appropriate roles, with varying permission levels, to members of a Team Folder.
  • Subfolder-level sharing Give specific members of a Team Folder higher access permissions for files or folders within the Team Folder.
  • Customize folder permissions Customize folder permissions to control who can access or view specific folders within Team Folders, ensuring secure and organized collaboration.
  • Draft files Drafts are visible only to you. Once you mark draft files as ready, everyone in the team folder will be able to view them.
  • Custom external share links Create multiple file links to share files with people outside your team, then label them for easy reference. Set different access permissions for each file link and track them all separately.
  • Secure external sharing with password protection and expiration options Protect externally shared files from unauthorized access by setting passwords and expiration dates.
  • Restrict downloading and printing Retain control over files shared externally. Decide who gets to download or print them.
  • File lock Lock a file to prevent your teammates from overwriting your changes.
  • Follow updates Follow important files and folders to stay up to date on all changes made by collaborators. You can choose a preferred notification setting to receive bell notifications, email notifications, or both.
  • Download links Download links are public links (anyone with the link can download the file or folder). You can set a download limit and expiration date to restrict access to users.
  • Advanced embedding options Customize how files, folders, and videos appear when embedded externally. Adjust layout, size, theme, and playback settings for a tailored experience.
  • Collect files Easily prompt team users and external users to upload files via collection links to a particular folder. View user submissions and manage their files effortlessly.
  • Groups Create groups based on member roles or profiles and easily add the group members to Team Folders. You can also share a file or folder directly with groups.
  • Commenting on files Add comments to share feedback on a particular file with your team members.
  • Annotations Add comments specific to any text or area and track them easily. Collaborators will be able to understand the comments easily with contextual suggestions and make changes or add replies more appropriately. Supported for PDF, image, video file formats.
  • Comment suggestions (AI) Rephrase, shorten, punctuate, and adjust the tone of your comments quickly using AI suggestions.
  • Custom cover images for audio and video files Modify the default system-generated cover image to a custom cover image to show what's exactly in your video/audio.
  • Video chapters Video chapters help you break up a video into multiple sections, so viewers can see what's covered in the video, and quickly jump to the topic they're interested in.
  • Upload files via email This feature allows users to upload files to a Team Folder via email.
  • Advanced file properties Zoho WorkDrive supports some advanced properties (meta data) for different file types. So, when you upload files from your desktop or from other cloud services with advanced file properties, you will be able to see them in WorkDrive.
  • Unread and global notifications Unread Notifications keep you informed of any changes made in a Team Folder you’re part of. Global Notifications let you know every time a file or folder is shared with you, when you’re @mentioned or invited to a Team Folder, and about public Team Folders that are relevant to you.
  • Productivity
  • Bulk file or folder upload
  • Preview 200+ file formats Zoho WorkDrive supports preview for 200+ file formats, including images, videos, and developer files.
  • Ask Questions on Files Ask questions within files and receive instant, context-based answers from your content.Beta
  • WorkDrive Snap A recording feature to help you quickly record your screen, as well as video and audio, from within the WorkDrive app.
  • Default workflows Simplify document reviews and approvals with built-in workflows that automate routine content tasks and keep work moving without delays.
  • Custom workflows Build workflows from scratch to match your team’s unique requirements and automate routine, content-specific business processes.
  • Support for URL files Save web links directly to WorkDrive folders, just like regular files. Additionally, organize Zoho WorkDrive files and folders as shortcut links within any folder location to eliminate duplication and improve accessibility.
  • Code Snippet Generate code snippets by typing in the programming code or copying and pasting it from an external source. 25+ programming languages supported.
  • Generate content (AI) Say goodbye to time-consuming manual tasks and embrace efficient content creation with the AI integration.
  • Generate images (AI) Describe your ideal cover image in words and generate visually appealing cover images for your audio and video files directly within the WorkDrive platform with the AI integration.
  • Image Editor Edit images seamlessly without leaving WorkDrive.
  • PDF Editor Edit text, overlay and annotate images, add fillable and digital signature fields, reorder pages, and more.
  • Audio and video transcription Turn audio and video files into text with AI-powered transcription.
  • File summarization Skip the long reads—get key takeaways from your files in seconds.
  • Comment translation Understand and respond to comments in your preferred language or share comments in a language others understand.
  • Convert files to Zoho Office Suite format You can choose whether newly uploaded documents, spreadsheets, and presentations should be automatically converted to the respective Zoho WorkDrive format (Writer, Sheet, or Show) or not.
  • Import from other cloud services The cloud picker option in Zoho WorkDrive lets you import files from cloud storage services like Google Drive, Box, Dropbox, OneDrive, and Evernote.
  • Create ZIP files Easily create ZIP files to back up multiple files and folders in WorkDrive.
  • ZIP file preview and extraction Preview the contents of a ZIP file and easily extract them to the required folder.
  • Team Management
  • Dashboard Get a comprehensive view of everything about your team, like active members, Team Folders, file activities, and more.
  • Custom brand logo Personalize Zoho WorkDrive by replacing the default logo with your company logo. Your logo will appear in emails sent to collaborators and preview headers of files shared externally.
  • Custom domain Create a custom domain to access your WorkDrive account. This will help you promote your brand when you share files with your team members and external users.
  • Data retention policy Define how long files and folders will be retained (7 to 30 days for Trash in My Folders and Team Folders; 7 to 120 days for Deleted Items in Admin Console), then automatically delete them afterwards.
  • Data administration Have complete control over your team's data.
  • Full content visibility and management Find and manage any file ever created by anyone in your team.
  • Manage all shared items Admins can view the list of all items shared by their team and track which items are shared with whom, which are shared externally, which are shared across the team, and more.
  • Manage large files Track and control large files across your team from the Admin Console. Optimize storage by managing versions and removing unnecessary content, while members can review and clean up their own large files directly from My Folders.
  • Restore deleted items Restore files and folders deleted from the trash for up to 120 days.    -  For up to 120 days
  • Manage external sharing options Control how team members can share files with individuals outside the team through separate settings for email, external links, download links, embed links, and the "anyone on the internet" visibility option.
  • Manage whitelisted domains and external users Restrict file and folder sharing to only specified domains and external users, ensuring secure collaboration within approved networks.
  • Manage file versions By managing file versions and setting limits, you can optimize team storage and unlock more space for seamless collaboration.
  • Password policies Team admins can mandate all users to set passwords when creating external share links. They can also set a strong password policy if required to make the links more secure.
  • Transfer ownership of files and folders Transfer ownership of individual files and folders in the private folders of active team members at any time.
  • Transfer ownership while deleting users Transfer ownership of all files in the private folder of team members who leave the organization.
  • User management Add team members, assign roles, and suspend or remove them from your team.
  • Client users Add external users to your WorkDrive Team with limited roles and permissions. Separate client user add-on purchase is required.    -  Available as an add-on
  • Storage management Zoho WorkDrive offers a single shared storage space for your entire organization. You can set a storage limit in My Folders at both the team and user levels to save space.
  • Device management Team Admins can view and manage all of their team members' connected devices from anywhere in the world.
  • Wipe data from remote devices Disconnect a member's device (log the user out of the app), or wipe offline files and disconnect a member's device remotely from WorkDrive's mobile or desktop app.
  • App access management Set permissions for each member in your team to control whether they can use WorkDrive's desktop and mobile apps to access files.
  • Team Folder activity timeline Get a timeline of all activities performed in the Team Folder. Filter out activities in the timeline, like uploads, deletions, etc.
  • Admin Audit Trail Maintain a comprehensive, exportable log of all user and administrative actions for compliance.
  • Security & Compliance
  • Data Loss Prevention (DLP) Policies Data loss prevention (DLP) policies protect your team's files by automatically classifying them based on defined rules and restricting certain actions, such as external sharing, downloading, copying, and printing.
  • Classification labels Classification labels, whether applied automatically through a data loss prevention (DLP) policy or manually by a team member, restrict actions such as sharing, downloading, copying, and printing to protect sensitive and confidential team files.
  • 256-bit AES encryption at rest
  • TLS, SSL, and PFS encryption during transit
  • Intrusion detection and prevention systems
  • Two-factor authentication
  • GDPR compliance
  • HIPAA compliance
  • Accessibility Controls
  • ISO 22301:2019 Business Continuity Management System (BCMS)
  • SOC 2 Type II AICPA Trust Services Principles and Criteria (TSP)
  • ISO/IEC 27001 (Information Security Management)
  • ISO/IEC 27701 (Privacy Information Management)
  • ISO/IEC 27017 (Cloud Security Management)
  • ISO/IEC 27018 (Personal Data in the Cloud)
  • Apps & Integrations
  • TrueSync desktop app With TrueSync, the data on your computer is available either online only or offline. Any changes made to your files will be automatically synced with the WorkDrive web app.
  • Mobile app The Zoho WorkDrive app, for Android and iOS, lets you contribute to your team while on the go.
  • Genie (Quick-editing app for desktop) A quick-editing app for desktop that lets you open and edit your WorkDrive files on the web with your default desktop applications. Available for Mac and Windows
  • Zoho integrations
    • Zoho Projects Integration Give your team a shared space to work together by creating Team Folders for every project. Efficiently organize documents linked to tasks, issues, and feeds under Team Folders for easy access.
    • Zoho CRM Integration Experience the secure and advanced file management and collaboration features of WorkDrive within CRM. Any files you store in CRM will be powered by WorkDrive.
    • Zoho Marketing Plus Integration Create, store, and manage your documents, videos, sheets, product images, and anything else that's crucial to your brand and marketing campaigns, in one common place.
    • Bigin Integration With File Cabinet, you don't have to leave your CRM to search for important files; they're right there in your Bigin account. Create unique links for your customers to upload and collect files securely.
    • Light Integration with 25+ Zoho apps (Cliq, Mail, Sign, Connect, etc.,) The picker and adder components have been enabled in 25+ Zoho apps so far to pick files from WorkDrive and save files to WorkDrive respectively. We will soon enable picker for remaining apps.
    • Zoho MCP Integration Trigger advanced workflows in WorkDrive using conversational commands. Empower AI agents to perform multi-step tasks across connected apps.
    • Zoho Flow Integration Connect WorkDrive to your favorite apps through Zoho Flow. Build no-code business workflows and automate routine tasks effortlessly.
  • Other integrations
    • WorkDrive for Microsoft Office
    • WorkDrive for Gmail
    • Zapier Integration
    • Backup support via ManageEngine RecoveryManager Plus (RMP) ManageEngine RecoveryManager Plus provides backup and restore support for content stored in WorkDrive. Available for Windows only.    -  Add-on
    • WorkDrive for Outlook The Zoho WorkDrive add-on helps you save time and boost productivity by sharing WorkDrive files and saving attachments from your inbox to WorkDrive—right from within the Outlook app.
  • Custom Functions & Connections Build advanced automations with Custom Functions and secure Connections. Integrate external apps and streamline complex workflows effortlessly.
  • Generative AI Integration Zoho's own Zia AI utilizes OpenAI to help WorkDrive users quickly generate content, images, and more.
  • Supported Languages
  • 52 languages supported for both web and mobile apps
  • Developer Platform
  • API support Zoho WorkDrive provides an extensive set of APIs to help integrate functionalities of Zoho Workdrive with other Zoho apps and third-party tools.

Meeting

  • General
  • Host - 1/employee license
  • Meeting participants - 100/host
  • Session duration - 24 hours
  • Storage - 10GB/employee license
  • Webinar attendees - 100/organizer
  • Meeting features
  • Collaboration features
    • Screen/Application sharing Available for all participants
    • Screen sharing with audio Available only on Chromium-based browsers.
    • Annotation
    • Computer audio/VoIP
    • Webcam sharing
    • International dial-in numbers
    • Browser based (no downloads required)
    • Virtual background
    • Custom virtual background
    • Emoji reactions
    • File management
  • Online meeting features
    • Keyboard and mouse sharing
    • Personal room Personal Room details can only be edited in professional edition.
    • Breakout rooms
    • Instant chat
    • Whiteboard
    • Meeting Polls
    • Co-host Up to 5 co-hosts while scheduling and add more during meeting.
    • Share material
    • Pin video
    • Remote control
    • Join before host Allow participants to join meetings before host
  • Scheduling and reminders
    • Schedule meeting
    • Instant meeting
    • RSVP
    • Add to calendar
    • Reminder setting
    • Embed meeting widget
  • Moderator controls
    • Mute/unmute meeting participants
    • Remove meeting participants
    • Lock meeting
    • Multiple email reminders
    • Advanced moderator settings
    • Raise hand
  • Post webinar analytics
  • Basic reports
  • Advanced report
  • Recording and storage
  • Session recording
  • View and share recording
  • Recording transcripts
  • Meeting keynotes
  • Organization Management
  • User management
  • Co-branding
  • Organization level settings
  • Multiple portals
  • Custom domain
  • Automated email settings
  • Configure the sender and reply-to email address
  • Departments
  • Security and compliance
  • Two-factor authentication
  • Consent for turning on video
  • Action log viewer
  • End-to-end encryption (E2EE)
  • TLS 1.2 transport security with AES-256-bit encryption
  • Apps and extensions
  • Desktop application (Windows, Mac and Linux)
  • iOS mobile app Available for co-organizers and attendees to join webinar
  • Android mobile app Available for co-organizers and attendees to join webinar
  • Outlook plugin
  • Firefox extension
  • Google Chrome extension
  • Integrations
  • Zoho integrations
    • Zoho CRM
    • Zoho Projects
    • Zoho Calendar
    • Zoho Bookings
    • Zoho Sprints
    • Zoho Notebook
    • Zoho Connect
    • Bigin by Zoho CRM
    • Zoho Mail
    • Zoho Flow
  • Other integrations
    • Gmail Add-on
    • Rev AI
    • Zapier
    • Hubspot
  • Zia
  • Webinar features
  • Features
    • Webcam sharing
    • Polls
    • Q & A
    • Raise hands
    • Use Emoji reactions
    • Virtual Background
    • Allow to talk
    • Make Presenter
    • Moderate attendees/staff Mute/unmute/remove
    • Co-organizer
    • Post-registration redirection
    • Post-webinar redirection
    • Join from mobile browser Attendees can join the webinar using any modern mobile browser, no download required.
    • Public Chat
    • Analytics / Reports
    • Configure the sender and reply-to email address
    • Send message to all Organizer/co-organizers can send message to all
    • Webinar Series
    • Embed registration form
    • Recording
    • Annotation
    • Join without Registration
    • Phone audio
    • Moderate registrants
    • Live streaming
    • Customize registration forms
    • Share Material
    • Display attendee list to all
    • Source Tracking
    • Registration page branding
    • Smart chapters and highlights
    • AI writing assistant
  • Workflow and Developer Tools
    • Workflow - Instant actions
    • Webhook    -  25 Execution limit: 50 x attendees x organizers/month
    • Custom function    -  25 Execution limit: 50 x attendees x organizers/month
  • Integrations
    • Zoho MCP
    • Zoho CRM
    • Zoho Calendar
    • Zoho Campaigns
    • Zoho Backstage
    • Zoho Flow
    • Zia
    • Rev AI
    • Zapier
    • Hubspot

Notebook

  • Core features
  • Sync across devices
  • Cloud storage
    • Default - 1TB per organization
    • Additional - 100GB for each employee license that is added beyond the first 10 employees
  • Note versions - Up to 1000
  • Max notecard size - 500MB
  • Upload files - up to 1GB each
  • Record audio - up to 180 mins
  • Record video - up to 60 mins
  • Nested Collection - Up to 5
  • Export as PDF
  • Custom notebook cover/month - 1
  • Document scanning, tags, and reminders
  • Smart Cards
  • Smart & advanced search (OCR and object detection)
  • PDF annotation
  • Export as image
  • Add premium/custom covers & fonts
  • Turn emails into notes & Flight Cards
  • Recurring & custom recurring reminders
  • Scan tables & business cards
  • Custom sorting for notes
  • Dedicated Customer Success Manager
  • Security & Compliance
  • Secure your notes with Face ID or Touch ID
  • Audit log access to view all the activities of your organization
  • Admin console to manage roles and permissions
  • Advanced security and compliance standards
  • Notebook AI
  • AI Transcription - 100 mins/employee license/month
  • AI Mind Maps
  • Generative AI
  • Apps and extensions
  • Desktop applications (Windows, Linux and Mac)
  • iOS mobile app with offline support
  • Android mobile app with offline support
  • Browser extensions (for Chrome, Firefox, Edge and Safari)

Books

  • Core accounting and organization setup
  • Locations - 3/organization

    How does the Locations cap work in Zoho One? Locations is a shared feature across Zoho Books, Zoho Billing, and Zoho Inventory. Your org's Locations limit equals th highest cap among whichever of these apps are enabled in your org. Caps are not added across apps, and disabling an app removes its cap from the calculation.

    Apps enabledLocations available
    Books only3
    Billing only3
    Inventory only6
    Books + Billing3
    Books + Inventory6
    Billing + Inventory6
    Books + Billing + Inventory6
  • Sales
    • Quotes
    • Manage customers
    • Invoices - 100,000 a year
    • Recurring invoices
    • Credit notes
    • Sales receipts
    • Invoice customization
    • Customer portal
    • Multi-lingual invoicing
    • Payment reminders
    • Online payments
    • Generate payment links
    • Record offline payments
    • Sales orders
    • Progress invoicing
    • e-Invoicing
    • Remove Zoho Books branding on invoices
    • Sales approval
    • Retainer invoicing
    • Multi-currency invoicing Associate a currency other than your base currency to customers and create transactions.
    • Automatic exchange rates
    • Custom approval workflows - 25 New
    • Profit Margin
    • Multi-transaction number series
    • Account customization
    • Multi-currency transactions for each customer Manage transactions in multiple currencies for the same customerNew
    • Retention payments
    • Early payment discount
    • Revenue recognition - 2 rules In the Premium plan, you can only access 'Evenly Distributed Method' and recognition is limited to monthly, yearly, and once.
  • Purchase
    • Expenses and bills - 100,000 (combined)/organization
    • Manage vendors
    • Vendor credits
    • Record payments made
    • Purchase orders
    • Mileage tracking
    • Auto forward receipts from email inbox
    • Receipt autoscans - 1000 per month
    • Recurring expenses
    • Recurring bills
    • Apply landed costs to purchases
    • Multi-currency transactions Associate a currency other than your base currency to vendors.
    • Automatic exchange rates
    • Custom approval workflows - 25 New
    • Vendor portal
    • Multi-transaction number series
    • Multi-currency transactions for each vendor Manage transactions in multiple currencies for the same vendorNew
    • Print Checks
  • Banking
    • Add multiple bank and credit card accounts
    • Import bank and credit card statements
    • Auto forward bank and credit card statements
    • Bank reconciliation
    • Transaction rules
    • Setup bank & credit card feeds via third party provider
  • For accountants
    • Invite accountant
    • Chart of accounts
    • Sub-accounts
    • Manual journals
    • Bulk update - accounts
    • Transaction locking
    • Journal templates
    • Base currency adjustments
    • Recurring journals
    • Budgeting
    • Fixed asset management
  • Inventory
    • Manage items
    • Stock tracking
    • Set reorder points
    • Price lists
  • Reporting
    • Dashboard
    • Reports
    • Export and print reports as spreadsheet or PDF
    • Schedule reports - 200/organization
    • Reporting tags
    • Custom reports - 200
    • Report Builder Build your own report from scratch using data from any supported module and its related modules.
    • Cashflow forecasting report
    • Create custom dashboard with charts and widgets
  • Taxes
  • GST/HST Return Details
  • GST/HST Returns List
  • QST returns
  • BC PST returns
  • VAT
  • Track VAT
  • VAT reports
  • Stamps (CFDI e-invoice stamps) - 75 per month Stamps allotted monthly, not carried over.
  • Carta Porte (bill of lading complement)
  • DIOT report
  • Electronic accounting
  • Taxes
  • Tax Rates
  • Tax groups
  • Tax summary reports
  • Tax treatment for items
  • Tax treatment for contacts
  • VAT MOSS report
  • AI Features
  • MCP Client Access Securely connect your preferred AI tools with Zoho Books to analyze and perform actions
  • Writing assistant
  • Zia insights
  • CoCreate
  • Anomaly detection
  • Forecasting
  • Speech assistant
  • Keyword extraction
  • Image to text
  • Sentiment analysis
  • Internal finance control
  • Activity log
  • Transaction locking
  • Custom user roles and access
  • Sales approval
  • Purchase approval
  • Timesheet approval
  • Timesheet approval - Customer
  • Custom approval workflows - 25 New
  • Record locking Lock your invoices and credit notes, and only allow users with relevant permission to edit or delete them.
  • Validation rules
  • Projects and timesheets
  • Manage projects
  • Project expenses and invoices
  • Project tasks Create specific tasks related to your projects and log time for them.
  • Timesheet and billing
  • Timesheet approval
  • Timesheet approval - Customer
  • Retainer invoices for projects
  • Project budgeting
  • Project profitability
  • Customization, Automation, and Developer Space
  • Invoice customization
  • Email template customization
  • Custom reports - 200/organization
  • Custom views
  • Custom fields
  • Workflow rules - 200
  • Custom approval workflows - 25 New
  • Validation rules
  • Related lists
  • WebTabs - 10/organization
  • Custom modules - 10/organization
  • Custom schedulers
  • Custom buttons and links
  • Custom domain
  • Workflow rules executions
    • Email alerts
    • In-app notifications
    • Field updates
    • Custom functions
    • Webhooks
  • Developer Space
    • Connections
    • API Usage - 10,000 API requests/day
    • Incoming Webhooks
    • Signals
    • Widgets - 20
  • Custom fields
    • String: Text box (single-line), email, URL, and phone - 50/organization
    • Numerical: Number, date, and date & time - 30/organization
    • Decimal: Decimal, amount, and percent - 20/organization
    • Lookup - 5/organization
    • Text box (Multi-line) - 5/organization
    • Dropdown - 25/organization
    • Attachment - 10/organization
    • Boolean (Check Box) - 20/organization
    • Multi-select - 5/organization
    • Auto-generate number - 1/organization
    • Formula - 2/organization
    • Unique fields - 4 New
    • AI fields - 2 New
    • Multi-select Lookup - 1 New
  • Reporting tags
    • Options - 2,000 options/tag
  • Document management
  • Create folders
  • Upload documents
  • Document autoscans Add-on to be purchased separately
  • Attach files to transactions and contacts
  • Auto forward receipts and bills
  • Auto forward bank statements
  • Collaboration
  • Customer portal
  • Comments
  • Contextual chats Initiate chat sessions with other users in Zoho Books using Zoho Cliq's chat bar. Discuss transactions, contacts, items, bank accounts, or projects.
  • Assign and track tasks
  • Vendor portal
  • Integrations
  • Other apps
    • Google Workspace
    • Microsoft 365
    • Slack
    • Zapier
    • Dropbox
    • Google Drive
    • Evernote
    • OneDrive
    • WhatsApp Credits to be purchased separately
    • Twilio
    • Avalara
    • Zendesk
  • Payment gateways
    • Stripe
    • PayPal
    • Verifone (formerly 2Checkout)
    • PayTabs
    • Authorize.Net
    • Braintree
    • CSG Forte
    • Square
    • GoCardless
  • Zoho apps
    • Practice
    • Payroll
    • Inventory
    • Expense
    • Analytics
    • CRM
    • SalesIQ
    • Mail
    • Desk
    • Cliq
    • Bigin
    • Billing
    • Campaigns
    • Commerce
    • POS
    • People
    • Projects
    • Sign

People

  • Employee database management
  • Employee Database
  • Multi-entity Management
  • Zoho Vault Integration Password management tool.
  • Document management
  • Organization & Employee Files
  • E-signature Integration Integrate Zoho People with e-sign apps.
  • Personal File Uploads Employees can upload their personal files like ID proofs.
  • Zoho Sign Templates Ready-to-use HR document templates. An integration with Zoho Sign is required.
  • ZIA - AI Bot
  • Onboarding
  • Candidate Onboarding
  • Employee Onboarding
  • Offboarding
  • Customizable offboarding workflows Create tailored offboarding workflows specific to your organisation's exit process.
  • Resignation and termination management manage both voluntary resignations and termination from a central dashboard.
  • Exit interviews Collect feedback from departing employees.
  • Time Off Management
  • Custom Time Off Policies
  • Time Off Approvals
  • Leave Grant
  • Attendance Based Leave Accrual
  • Compensatory Off Management
  • Holiday Tracking
  • Bradford Score Helps mitigate unplanned absences.
  • Attendance
  • Attendance Tracking via web, mobile, and facial recognition
  • People Kiosk Kiosk is a facial-recognition app for onsite attendance. The app can be used at your office front desk for check-in and check-out. This is an alternative to fingerprint and RFID scanners.
  • Biometric Integrations
  • Attendance Regularization
  • Overtime management
  • Geo restrictions powered by Google Maps
  • IP Restrictions
  • Shifts
  • Shift Creation
  • Shift Scheduling
  • Shift Change Request
  • Shift Rotation
  • Shift Patterns
  • Shift Reminders
  • Timesheets
  • Projects and Clients Mapping
  • Time Tracking
  • Job Scheduling Schedule work-items to project members.
  • Timesheet Scheduler
  • Billing and Invoicing Integration
  • Performance management
  • KRA
  • Goals
  • Skill Sets
  • 360 Feedback
  • Performance Appraisals
  • Self-Appraisals
  • Multi-Rater Feedback
  • OKR New
  • OKR creation and management
  • Key Result progress tracking
  • Alignment and cascading
  • Check-ins and status updates
  • Reports
  • Learning management system
  • Course Management Create courses, manage batches, notifications & more.
  • Blended Learning
  • Trainer Access
  • Course Feedback
  • Assessments
  • Discussion Forums
  • Employee management
  • eNPS Survey
  • Pulse survey
  • Engagement Survey
  • Administrators - Unlimited
  • HR help desk
  • Case Categories
  • Case Agents
  • SLA Tracking
  • Compensation management Manage employee salary structure, benefits and more.
  • Customisable Salary and Benefit Components
  • Tailor-made Salary Packages
  • Salary Revisions and Approvals
  • Revision Letters
  • Historical Reports
  • Sandbox Safely test and experiment with new features and integrations in a risk-free environment before going live.
  • HR Process Manage any change requests, including departmental shifts, location transfers, or role adjustments.
  • Reports & Analytics
  • Standard Reports (Module based)
  • Zoho Analytics Integration (Advanced Analytics) Will be applicable only if an active subscription is available with Zoho Analytics
  • Custom Reports
  • Customization
  • New Forms - 100 forms
  • Custom Domain URL
  • Automation
  • Approvals - Multi-Level
  • Workflow Checklist & Tasks
  • Mail Alert Configuration
  • Webhooks
  • Template Configuration
  • Custom Functions
  • Blueprint
  • Mail Merge - 1000 free merges/ month Learn more about increasing the limit.
  • Storage
  • Default Storage - 10 GB
  • Data Backup - 5/month
  • Developer space
  • API - Max: 25000 calls/day
  • Connections
  • Custom widgets
  • Others
  • Mobile Apps for iOS & Android
  • FTP integration

Recruit

  • Modules
  • Job Openings - 10 active jobs/recruiter
  • Candidates
  • Departments
  • Interviews
  • Notes
  • Tasks, Calls, Events
  • Job Requisition Management
  • Career Site
  • Free Job Postings
  • Premium Job Boards
  • Social Posting
  • Employee Referral
  • Source Boosters - 250/day
  • Candidate Management
  • Parse Resumes - 250/day
  • Outlook Parsing - 100/day
  • Assessments
  • Submit to Hiring Manager
  • Interview Feedback Form
  • Employee Conversion
  • Resume Extractor - 250/day
  • Resume Inbox
  • Web Forms
  • Forms for Candidates - 5
  • Auto Response Rules
  • Search
  • Simple Search
  • Boolean Search
  • Search Candidate Attachments
  • Communication
  • Mass Email - 250/day/organization
  • Email Templates - 100
  • Custom "From" Address - 5
  • Unsubscribe Link
  • One-way email sync (POP3)
  • Document Library
  • Folder Sharing
  • Attaching Documents
  • File Versioning
  • Reviews
  • Analytics
  • Standard Reports
  • Standard Dashboards
  • Customization
  • Customize Logos
  • Custom Fields - 50/module
  • Unique Fields
  • Custom Views
  • Mass Update
  • Offer Letter Templates - 50/organization
  • Automation
  • Workflow Rules (per Module) - 5 custom rules
  • Workflow Alerts - 100/employee license, max 3000
  • Workflow Tasks
  • Careers Site
  • Careers Site Pages - 3
  • Security Administration
  • Profiles - Default 4 Profiles
  • Reporting Hierarchy
  • Integrations
  • Marketplace - Up to 3 extensions
  • Zoho Mail
  • Zoho People
  • Zoho Campaigns
  • Zoho Workerly
  • Zapier
  • Microsoft Outlook
  • G-Suite
  • File Storage
  • Free Storage per Organization - 1 GB
  • Free Additional Storage Given by Zoho Recruit upon purchase of new user    -  256 MB
  • Data administration
  • Record Limit (Records in all modules) - 100,000
  • Record Limit (Records per module) - 50,000
  • Import Data (Records per batch) - 10,000
  • Export Module Data
  • Monthly Data Backup - 1
  • Maximum API Calls per Day - 5000
  • Minimum API Calls per Day - 3000
  • API per User Count - 250
 
Sales - Bigin >>
No. of Employees 
  • Zoho One
    • Zoho Directory
    • Application/Device Management
  • Sales
    • Bigin
    • Sites
  • Marketing
    • Campaigns
  • Productivity
    • Cliq
    • WorkDrive
    • Meeting
    • Notebook
  • HR
    • Recruit

Zoho Directory feature limits

FeaturesDescriptionLimits
Document automation1000 default free credits/ organisation/ month + 50 free credits / employee license/ month credits
See all features

Application/Device Management feature limits

FeaturesDescriptionLimits
Device authentication1 device/employee license devices
See all features

Bigin feature limits

FeaturesDescriptionLimits
File storage1GB / org + 512MB / employee license GB
Individual email300 / employee license / day emails
Automation emails (Max limit per day)100 emails / employee license, 5000 emails / day (whichever is lower) emails
APIs (Max allowed credits)50,000 credits + (No. of employee licenses * 250) credits
See all features

Sites feature limits

FeaturesDescriptionLimits
Number of sitesUp to 50 employees - 1 site/10 employee licensesOver 50 employees - 5 sites sites
Member portalUp to 10 employees - 2 portal members per siteOver 10 employees - 100 portal members per site member portals
See all features

Campaigns feature limits

FeaturesDescriptionLimits
ContactsPaid - 5,000/employee license contacts
Post campaigns1 account/social network/employee license accounts
See all features

Mail feature limits

FeaturesDescriptionLimits
Storage50GB storage/employee license GB
See all features

Cliq feature limits

FeaturesDescriptionLimits
Storage100GB file storage/employee license GB
External channels5 external channels/employee license channels
See all features

Workdrive feature limits

FeaturesDescriptionLimits
StorageUpto 10 employees - 5TB/orgOver 10 employees - 500GB/employee license additional shared storage TB
See all features

Meeting feature limits

FeaturesDescriptionLimits
Host1 host/employee license hosts
Meeting Participants100 meeting participants/session100 meeting participants
Storage25 recordings/host recordings
Webinar attendees100 webinar attendees/session100 webinar attendees
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Notebook feature limits

FeaturesDescriptionLimits
Cloud storage
  • Default - 1TB per organization
  • Additional - 100GB for each employee license that is added beyond the first 10 employees
 TB
AI transcription100 mins/employee license/month minutes/month
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Recruit feature limits

FeaturesDescriptionLimits
Workflow alerts100 / employee license; max 3000 workflow alerts
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