Enterprise to Free downgrade | Zoho CRM

Features you will miss on downgrading from Enterprise to Free edition

Before you downgrade: If you're considering downgrading from Zoho CRM Enterprise to the Free edition, you will be losing access to 100+ valuable features. Here's a list of what you'll be missing out on. 

Salesforce Automation

Sales Forecasting

Forecast Based on Territories

Macros

SalesSignals

Assignment Rules

Calendar Booking

Portals

Multiple Currencies

Webhooks

Workflow Usage and Reports

Social Profiles

Scoring Rules

Multiple Scoring Rules

Motivator for Zoho CRM

CRM Analytics

Custom Reports and Dashboards

Schedule Reports

Charts and KPIs

Anomaly Detector

Zia Notification for Anomaly Detector Components

Advanced Analytics

Marketing Automation

Mass Email

Autoresponders

Schedule Mass Email

Marketing Attribution

Segmentation

Zia

Zia Voice

Best Time to Contact

Conversion Prediction

Trend Analysis

Churn Prediction

Product Recommendation

Workflow and Assignment rule Suggestions

Zia Competitor

Data Enrichment

Inventory Management

Products

Price Books

Quote Generation and Sales Orders

Invoice Management

Vendor Management

Data Administration

Additional File Storage (for Org.)

Additional Data Storage

Data Import - Skip/Overwrite option

Merge Duplicates - Deduplication option

Import History

Free Data Backup

CRM Variables

Webforms

Notify Record Owner

Webform Analytics

Webform A/B Testing

Email

Zoho Mail-Add-on

Email Insights

IMAP

BCC Dropbox

Plugin for Microsoft Outlook

Zoho CRM for Office 365

Email Sharing

Email Scheduling

Email Parser

Email Relay

Security Management

Reporting Hierarchy

Territory Management

Field-Level Security

Groups

Custom Links

Audit Logs

Allowed IPs

Record Sharing

Data Encryption

Data Sharing Rules

HIPPA Compliance Settings

Product Customization

Custom Fields

Custom Modules

Domain Mapping

Wizards

Validation Rules

Page Layouts

Sandbox

Email Address Duplication Check

Copy Customization

Web Tabs

Process Management

Blueprint

Approval Process

Clone Blueprint

CommandCenter

Review Process

Integrations

Zoho Marketplace (Extensions for Zoho CRM)

Google Workspace

Google Calendar Synchronization
(For Google Users)

Zoho Creator

Zoho Writer

SalesInbox

Zoho Finance Suite

Zoho Webinar

Zoho Backstage

Zoho Meetings

Mail Merge Template (Plug-in for Microsoft Office)

Attach From Zoho Docs

Attach Files from Google Docs

Zoho CRM for Google Ads

Slack Integration

Zoho Directory

LinkedIn Sales Navigator

Developer Space

Functions

Client Scripts

Widgets

Connections

Customer Support

Cases

Solutions

Web-to-Case Form

Notify Owner

Case Escalation Rules

 

 

  

For an edition-wise detailed comparison of all features, checkout our Feature Availability page. 


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