Features you will miss on downgrading from Ultimate to Professional edition
Before you downgrade: If you're considering downgrading from Zoho CRM Ultimate to the Professional edition, you will be losing access to over 50+ advanced features. Here's a list of what you'll be missing out on.
Salesforce Automation |
Forecasts Based on Territories |
Multiple Scoring Rule |
Workflow Usage |
Portals |
CRM Analytics |
Zoho Analytics |
Anomaly Detector |
Advanced Analytics |
Marketing Automation |
Autoresponders |
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 |
Data Administration |
CRM Variables |
Webforms |
Webform Analytics |
Webform A/B Testing |
Email Scheduling |
Email Parser |
Security Management |
Reporting Hierarchy |
Territory Management |
Record Sharing |
Data Encryption |
Data Sharing Rules |
Product Customization |
Custom Schedules and Functions |
Domain Mapping |
Wizards |
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 |
Approval Process |
Journey Builder |
PathFinder |
Review Process |
Integrations |
Zoho Creator |
SalesInbox |
Zoho Webinar |
Zoho Backstage |
Developer Space |
Client Scripts |
Widgets |
Customer Support |
Case Escalation Rules |
For an edition-wise detailed comparison of all features, checkout our Feature Availability page.