Features you will miss on downgrading from Ultimate to Free edition
Before you downgrade: If you're considering downgrading from Zoho CRM Ultimate to the Free edition, you will be losing access to 100+ advanced features. Here's a list of what you'll be missing out on.
Note: Features that are common across editions will differ in terms of functionality and limits.
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Salesforce Automation |
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Sales Forecasting |
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Forecast Based on Territories |
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Macros |
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SalesSignals |
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Assignment Rules |
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Calendar Booking |
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Portals |
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Multiple Currencies |
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Webhooks |
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Workflow Usage and Reports |
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Social Profiles |
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Scoring Rules |
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Multiple Scoring Rules |
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Motivator for Zoho CRM |
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CRM Analytics |
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Zoho Analytics |
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Custom Reports and Dashboards |
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Schedule Reports |
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Charts and KPIs |
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Anomaly Detector |
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Zia Notification for Anomaly Detector Components |
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Advanced Analytics |
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Marketing Automation |
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Mass Email |
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Autoresponders |
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Schedule Mass Email |
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Marketing Attribution |
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Segmentation |
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Zia |
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Zia Voice |
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Best Time to Contact |
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Conversion Prediction |
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Trend Analysis |
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Churn Prediction |
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Product Recommendation |
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Workflow and Assignment rule Suggestions |
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Zia Competitor |
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Data Enrichment |
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Inventory Management |
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Products |
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Price Books |
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Quote Generation and Sales Orders |
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Invoice Management |
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Vendor Management |
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CPQ |
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Data Administration |
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Additional File Storage (for Org.) |
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Additional Data Storage |
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Data Import - Skip/Overwrite option |
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Merge Duplicates - Deduplication option |
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Import History |
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Free Data Backup |
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CRM Variables |
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Webforms |
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Notify Record Owner |
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Webform Analytics |
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Webform A/B Testing |
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Zoho Mail-Add-on |
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Email Insights |
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IMAP |
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BCC Dropbox |
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Zoho CRM for Office 365 |
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Email Sharing |
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Email Scheduling |
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Email Parser |
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Email Relay |
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Security Management |
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Reporting Hierarchy |
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Territory Management |
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Field-Level Security |
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Groups |
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Custom Links |
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Audit Logs |
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Allowed IPs |
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Record Sharing |
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Data Encryption |
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Data Sharing Rules |
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HIPAA Compliance Settings |
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Product Customization |
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Custom Fields |
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Custom Modules |
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Kiosk Studio |
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Domain Mapping |
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Wizards |
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Validation Rules |
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Page Layouts |
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Sandbox |
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Email Address Duplication Check |
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Copy Customization |
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Web Tabs |
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Multi-select Lookup Fields |
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User Fields |
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Custom Buttons |
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Translations |
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Record Locking Configuration |
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Fields of Lookup |
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Rollup summary |
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Admin Tools for configuration management |
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Picklist History Tracking |
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Chart View |
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Process Management |
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Blueprint |
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Approval Process |
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Clone Blueprint |
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Journey Builder |
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PathFinder |
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Review Process |
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Integrations |
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Zoho Marketplace (Extensions for Zoho CRM) |
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Google Workspace |
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Google Calendar Synchronization |
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Zoho Creator |
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Zoho Writer |
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SalesInbox |
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Zoho Finance Suite |
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Zoho Webinar |
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Zoho Backstage |
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Zoho Meetings |
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Mail Merge Template (Plug-in for Microsoft Office) |
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Attach From Zoho Docs |
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Attach Files from Google Docs |
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Zoho CRM for Google Ads |
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Slack Integration |
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Zoho Directory |
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LinkedIn Sales Navigator |
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Developer Space |
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Functions |
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Client Scripts |
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Widgets |
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Connections |
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Customer Support |
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Cases |
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Solutions |
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Web-to-Case Form |
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Notify Owner |
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Case Escalation Rules |
For an edition-wise detailed comparison of all features, checkout our Feature Availability page.