We've revised the pricing model of CRM portal user licenses

We've revised the pricing model of CRM portal user licenses

Hello everyone,

We’re making important updates to our pricing structure for portal user licenses, effective from the next payment cycle. The new slab-based pricing is as follows:


Previously, these portal user licenses were priced at $5/ user/ month.



As your portal user base expands, our revised pricing model ensures that your per-user costs decrease, making it easier and more cost-effective for you to scale.

Let's say you have a portal for your retailer network. You purchase 15,000 portal user licenses for these retailers.
  • Total cost at the previous price ($5 per license per month): $75,000
  • Total cost with the new slab-based pricing for 15,000 licenses: $26,000
  • Savings: $49,000 (65% reduction in cost per month)
Notes
Availability
Editions: Enterprise | Ultimate
DCs: All
Release plan: This slab-based pricing is updated for CRM and CRMPlus users. It will be live for Zoho One users in a week.
[Update | 21 Aug 2024] This change is now live for Zoho One users as well.

Upcoming change

Notes
[Update | Jan 2025] This change has been released to all users. Please check this announcement for more details.

In the next update, you will be able to invite 1,000 portal users for free. As you know, you can have a maximum of five portal user types in your portal. You can invite up to 1,000 portal users (for free) across these portal user types.


Previously, the first portal user type was free for 10,000 users. But you could only use it to invite customers in the Contacts module. With the new change, you now have the flexibility to invite users across any portal user type, giving you greater control over your resources.

We expect the reduced number of free invites to be balanced by improved flexibility in using those free invites across portal user types, revised pricing that reduces per-user costs as you scale, and enhanced capabilities for portal users. For example, they can now be a part of blueprints and access kiosks via custom buttons.

To ensure there is no disruption for our current customers, all users already invited under your 10,000 free user invites will continue to be free. You won't see any changes in your costs for these existing users.

Moving forward, any portal user licenses you’ve already purchased or will purchase in the future will be covered by our new, more flexible pricing model. This ensures that you only pay for the additional users you add beyond your current usage.

We understand that changes can bring questions, and we’re here to help. Please add your queries as comments, and we'll get back to you as soon as possible.

    Access your files securely from anywhere









                          Zoho Developer Community




                                                • Desk Community Learning Series


                                                • Digest


                                                • Functions


                                                • Meetups


                                                • Kbase


                                                • Resources


                                                • Glossary


                                                • Desk Marketplace


                                                • MVP Corner


                                                • Word of the Day


                                                • Ask the Experts





                                                          Manage your brands on social media



                                                                Zoho TeamInbox Resources



                                                                    Zoho CRM Plus Resources

                                                                      Zoho Books Resources


                                                                        Zoho Subscriptions Resources

                                                                          Zoho Projects Resources


                                                                            Zoho Sprints Resources


                                                                              Qntrl Resources


                                                                                Zoho Creator Resources



                                                                                    Zoho CRM Resources

                                                                                    • CRM Community Learning Series

                                                                                      CRM Community Learning Series


                                                                                    • Kaizen

                                                                                      Kaizen

                                                                                    • Functions

                                                                                      Functions

                                                                                    • Meetups

                                                                                      Meetups

                                                                                    • Kbase

                                                                                      Kbase

                                                                                    • Resources

                                                                                      Resources

                                                                                    • Digest

                                                                                      Digest

                                                                                    • CRM Marketplace

                                                                                      CRM Marketplace

                                                                                    • MVP Corner

                                                                                      MVP Corner







                                                                                        Design. Discuss. Deliver.

                                                                                        Create visually engaging stories with Zoho Show.

                                                                                        Get Started Now


                                                                                          Zoho Show Resources


                                                                                            Zoho Writer Writer

                                                                                            Get Started. Write Away!

                                                                                            Writer is a powerful online word processor, designed for collaborative work.

                                                                                              Zoho CRM コンテンツ



                                                                                                Nederlandse Hulpbronnen


                                                                                                    ご検討中の方




                                                                                                          • Recent Topics

                                                                                                          • Ability to Create New Items When Zoho Trident is Minimized via tray or taskbar icon

                                                                                                            Allow users to create new items (emails, calendar events, tasks, etc.) directly from the system tray icon or by right clicking the task bar icon, even when the window is minimized or not actively running in the foreground. This enables quick access to
                                                                                                          • Bug Report and Suggestions for Improvement in Zoho Applications

                                                                                                            Hi Zoho Team, I’d like to report a few bugs and improvement suggestions I’ve noticed while using Zoho products: Zoho Cliq Video Call: The camera sometimes turns off automatically during video calls. This seems to be a bug — please check and fix it. Zoho
                                                                                                          • Enhancements to the formula field in Zoho CRM: Auto-refresh formulas with the "Now" function, stop formula executions based on criteria, and include formulas within formulas

                                                                                                            Dear Customers, We hope you're well! By their nature, modern businesses rely every day on computations, whether it's to calculate the price of a product, assess ROI, evaluate the lifetime value of a customer, or even determine the age of a record. With
                                                                                                          • I can not see Undeliverable emails from my Mass Email Leads activity in CRM

                                                                                                            I am sending email templates and I can not see the Undeliverables? I only receive the "Out of Office" replies and any manual replies from the lead. Can you please let me know where the Undeliverable emails are sent so I can use the information to clean up the database?
                                                                                                          • Select Zoho Contacts as Meeting Participants in Zoho Cliq

                                                                                                            Hello Zoho Cliq Team, We hope you're doing well. We would like to request an enhancement to the meeting scheduling functionality in Zoho Cliq. Current Limitation: When scheduling a meeting in Zoho Cliq, participants can only be selected from: Organization
                                                                                                          • Creating Secret via Vault API

                                                                                                            Hi I am trying to create a secret through vault api.  This is the response I get. One thing I am not sure is how to decrypt the secretdata, how to get the secrettypeid? {     "operation": {         "result": {             "error_code": "",             "message": "Sorry, we are unable to process your request.",
                                                                                                          • Ability to Select External Users from Participants List When Scheduling Meetings

                                                                                                            Hello Zoho Cliq Team, We hope you're doing well. We would like to request an enhancement to the meeting scheduling experience in Zoho Cliq. Current Limitation when scheduling a meeting in Zoho Cliq: External users can be selected from the list only under
                                                                                                          • Kaizen #212 - Map Dependency Fields in Zoho CRM using APIs

                                                                                                            Welcome back to another week of Kaizen! Over the past few weeks, we have been addressing your questions and feedback shared through our Kaizen 200th feedback form. Thank you for your continued engagement and thoughtful queries. We truly enjoy helping
                                                                                                          • Enhancing Zia's service with better contextual responses and article generation

                                                                                                            Hello everyone, We are enhancing Zia's Generative AI service to make your support experience smarter. Here's how: Increased accuracy with Qwen One of the key challenges in AI is delivering responses that are both contextually accurate and empathetic while
                                                                                                          • CRM for email in Outlook: how to ignore addresses?

                                                                                                            We’re using the "Zoho CRM for email" add-in for Outlook. When opening an email, the add-in displays all email addresses from the message and allows me to add them to the CRM or shows if they’re already contacts. However, sometimes people listed in To
                                                                                                          • Zoho Sign Reminder email template

                                                                                                            Is there a template we can edit for the reminder emails? I don't see it in Settings / Choose a template
                                                                                                          • Outdated state in mexico

                                                                                                            Hello Zoho team, the drop down to add the state for customers, when they introduce their state in mexico has a city named “Distrito Federal” that name changed many years ago to “ciudad de mexico”. could you please update this so my clients can find the
                                                                                                          • Is anyone using Zoho Flow with airtable?

                                                                                                            I need to build a flow that collects data from airtable and uses some of that data to create folders and files in google drive. I have fully function version of this in zapier and want to migrate to zoho. I am trying to perform a very basic fetch from
                                                                                                          • Default in fields on Form B based on the user selection in Form A

                                                                                                            Hi Everyone, I have added an action button to a form report to bring up a new form based on user selection, see it indicated in red below: Then when the ne form loads, I want to default in some of the fields based on the record the user was selected on.
                                                                                                          • SOME FEATURES ARE NOT IN THE ZOHO SHEET IN COMPARISION TO ZOHO SHEET

                                                                                                            TO ZOHO sir/maam with due to respect i want to say that i am using ZOHO tool which is spreadsheet i want to say that some features are not there in zoho sheet as comparison to MS EXCEL like advance filter and other Features which should be there in ZOHO
                                                                                                          • Organization Emails in Email History

                                                                                                            How can I make received Org Emails to show up here?
                                                                                                          • AI in Zoho Workplace: A Sneak Peek into What’s Coming!

                                                                                                            Hello everyone, We’re super excited to share something we’ve been working on and we want you to be part of it! You may have seen our announcement blog post introducing a major evolution in how AI works within Zoho Workplace. Want to be among the first
                                                                                                          • Display Client Name in Zoho Creator Client Portal Dashboard

                                                                                                            Hello Zoho Creator Team, We hope you are doing well. Zoho Creator recently introduced the option to set a client’s display name in the Client Portal settings, which is very helpful for providing a personalized portal experience. However, there is currently
                                                                                                          • Meet Canvas' Grid component: Your easiest way to build responsive record templates

                                                                                                            Visual design can be exciting—until you're knee-deep in the details. Whether it's aligning text boxes to prevent overlaps, fixing negative space, or simply making sure the right data stands out, just ironing out inconsistencies takes a lot of moving parts.
                                                                                                          • Migrate file from Single File Upload to Multi File Upload

                                                                                                            Dears, I have created a new field Multi File Upload to replace the old Single File Upload field. I'd like to ask you guys what is the best way to migrate the files to the new field?
                                                                                                          • Best way to share/download presentation files in Zoho without losing formatting?

                                                                                                            Hello Zoho Community, I often work with PPT/PDF files in Zoho Docs and share them with colleagues. While PDFs usually give a direct download option, I’ve noticed that PPT/PPTX files sometimes only open in the viewer without a clear download link. Is there
                                                                                                          • Workflow Failure - Notifications

                                                                                                            Good afternoon, I have just experienced an error whereby a Workflow failed, for a reason currently unknown. The problem is that one of my users had to flag this manually (thankfully he's very thorough) and this otherwise would have flown under the radar.
                                                                                                          • Introducing Bin Locations In Zoho Inventory

                                                                                                            Hello users, We are excited to let you know that your wait for the Bin Locations feature has now come to an end! Yes, you heard us right! We are here to introduce the much-awaited Bin Locations now in Zoho Inventory. But before we dive into the feature
                                                                                                          • Error "Invalid client task found corresponding properties" only when triggered from workflow ?

                                                                                                            Hi All, I am facing an error message I never encountered previously: Error in executing On Add - On Load script Error in executing thisapp.get_all_projects_api_call function. Line:(2) Error in executing thisapp.getAccessTokenFromRefreshToken function.
                                                                                                          • How to setup pricing in Zoho

                                                                                                            Hi everyone, I am relatively new here and have just moved from my old inventory system to the Zoho one. I am trying to get my head around how it all works. I am mostly setup connected to a shopify store, but I do manual sales also For manual invoicing,
                                                                                                          • Is it possible to create a word cloud chart in ZoHo Analystics?

                                                                                                            Hi there, I have a volume of transaction text that I would like to analyse using word cloud (or other approcah to detect and present word frequency in a dataset). For example, I have 50,000 records describing menu items in restaurants. I want to be able
                                                                                                          • How to interpret Campaign report statistics - definitions/explanation

                                                                                                            I am trying to make sure I understand the Campaign report correctly Do you have a list of definitions for: Delivered - it has reached the recipient's inbox Campaign reach - is this the number that have opened the campaign email? Unique Opens Clicks/Open
                                                                                                          • Add Custom Reports To Dashboard or Home Tab

                                                                                                            Hi there, I think it would be great to be able to add our custom reports to the Home Tab or Dashboards. Thanks! Chad
                                                                                                          • Feature request - pin or flag note

                                                                                                            Hi, It would be great if you could either pin or flag one or more notes so that they remain visible when there are a bunch of notes and some get hidden in the list. Sometimes you are looking for a particular name that gets lost in a bunch of less important
                                                                                                          • How do I filter contacts by account parameters?

                                                                                                            Need to filter a contact view according to account parameter, eg account type. Without this filter users are overwhelmed with irrelevant contacts. Workaround is to create a custom 'Contact Type' field but this unbearable duplicity as the information already
                                                                                                          • Maximum limit of rows exceeded

                                                                                                            I am trying to add a row to a spreadsheets that has fewer than 60 rows. I keep getting an error message that says I have exceeded the maximum limit of 65,536 rows. Any ideas out there?
                                                                                                          • Schedule a Call by Date and Time when a specific lead status is selected

                                                                                                            Hi Wanting to create a workflow where a call can be scheduled by date & time when a specific lead status is selected. Can only currently set the date by Due Date - Trigger Date - Plus 'x' day(s) Thanks
                                                                                                          • Zoho CRM's Copy Customization functionality now works across DCs, for customized accounts, and more

                                                                                                            Availability This feature is available in Standard, Professional, Enterprise, and Ultimate editions. These changes have been rolled out to all users in all DCs. For more information, please refer to these help documents: Overview | Instructions Hello
                                                                                                          • How can I bold text on Zoho Forms submit buttons?

                                                                                                            In the old theme builder, I could bold the text on a form's submit button. With the new theme builder, I can only change the text of the header or fields in the form, and not the button itself.
                                                                                                          • Stage History

                                                                                                            when viewing a ticket , and you look at stage history tab (kanban view) and look at the stage duration column in days, it shows the current stage of the ticket as " current stage ". Should it not rather show the amount of days it has been in that current
                                                                                                          • Lead Owner Signature Merge Field

                                                                                                            I want to automatically insert a signature (i.e. contact info usually found at the bottom of an email) into an email template, depending on who the lead owner is. What is the merge code for the Signature from a Users profile? CRM > Settings > Customization > Templates There is a popup near the bottom of the edit screen which says: "You can insert a Signature, which is available as a merge field in the users section." It is also referenced on this page: https://help.zoho.com/portal/en/kb/crm/customize-crm-account/customizing-templates/articles/template-builder#Merge_Fields
                                                                                                          • 5名限定 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ (10/31)

                                                                                                            ユーザーの皆さま、こんにちは。Zoho ユーザーコミュニティチームの中野です。 10月開催のZoho ワークアウトについてお知らせします。 今回はZoomにて、オンライン開催します。 参加登録はこちら(無料):https://us02web.zoom.us/meeting/register/BGYTysOnSqa9LA9eY2IKww ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは? Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的とした
                                                                                                          • Hiding Pre-defined Views

                                                                                                            You can enhance Zoho with custom views - but you cannot hide the pre-defined views. Most users focus on 4 or 5 views. Right now for EVERY user EVERY time they want to move to one of their 4 or 5 views - they have to scroll down past a long list of pre-defined views - we don't use ANY of the pre-defined views. Adding the feature to allow a predefined view to be hidden completely or only visible to certain users would be a big improvement in usability for Zoho CRM. This feature is already available
                                                                                                          • Rich-text fields in Zoho CRM

                                                                                                            Hello everyone, We're thrilled to announce an important enhancement that will significantly enhance the readability and formatting capabilities of your information: rich text options for multi-line fields. With this update, you can now enjoy a more versatile
                                                                                                          • Send Automated WhatsApp Messages and Leverage the Improved WhatsApp Templates

                                                                                                            Greetings, I hope all of you are doing well. We're excited to announce a major upgrade to Bigin's WhatsApp integration that brings more flexibility, interactivity, and automation to your customer messaging. WhatsApp message automation You can now use
                                                                                                          • Next Page