Features you will miss on downgrading from Enterprise to Standard edition
Before you downgrade: If you're considering downgrading from Zoho CRM Enterprise to the Standard edition, you will be losing access to 80+ valuable 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.
Salesforce Automation |
Forecasts Based on Territories |
Macros |
SalesSignals |
Multiple Scoring Rule |
Motivator for Zoho CRM |
Webhooks |
Workflow Usage |
Portals |
Assignment Rules |
CRM Analytics |
Anomaly Detector |
Advanced Analytics |
Marketing Automation |
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 |
CPQ |
Data Administration |
Additional Data Storage |
Merge Duplicates - Deduplication option |
CRM Variables |
Webforms |
Webform Analytics |
Webform A/B Testing |
IMAP |
Mail Merge Template |
Email Sharing |
Email Scheduling |
Email Parser |
Email Relay |
Security Management |
Reporting Hierarchy |
Territory Management |
Record Sharing |
Field-level Security |
Custom Links |
Data Encryption |
Data Sharing Rules |
Product Customization |
Custom Schedules and Functions |
Kiosk Studio |
Domain Mapping |
Wizards |
Validation Rules |
Page Layouts |
Sandbox |
Subforms |
Layout Rules |
Multi-select Lookup Fields |
User Fields |
Custom Buttons |
Translations |
Record Locking Configuration |
Fields of Lookup |
Rollup summary |
Admin Tools for configuration management |
Picklist History Tracking |
Chart View |
Process Management |
Blueprint |
Approval Process |
Clone Blueprint |
Journey Builder |
PathFinder |
Review Process |
Integrations |
Zoho Creator |
Zoho Writer |
SalesInbox |
Zoho Finance Suite |
Zoho Webinar |
Zoho Backstage |
Survey Creation in Campaigns Module |
Zoho CRM for Google Ads |
LinkedIn Sales Navigator |
Developer Space |
Client Scripts |
Widgets |
Connections |
Customer Support |
Cases |
Solutions |
Web-to-Case Form |
Case Escalation Rules |
For an edition-wise detailed comparison of all features, checkout our Feature Availability page.