Ultimate to Standard Downgrade | Zoho CRM

Features you will miss on downgrading from Ultimate to Standard edition

Before you downgrade: If you're considering downgrading from Zoho CRM Ultimate to the Standard edition, you will be losing access to 70+ advanced features. Here's a list of what you'll be missing out on. 

 

Salesforce Automation

Forecasts Based on Territories

Macros

SalesSignals

Multiple Scoring Rule

Motivator for Zoho CRM

Webhooks

Workflow Usage

Portals

Assignment Rules

CRM Analytics

Zoho 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

Data Administration

Additional Data Storage

Merge Duplicates - Deduplication option

CRM Variables

Webforms

Webform Analytics

Webform A/B Testing

Email

Zoho Mail-Add-on

IMAP

Plugin for Microsoft Outlook

Email Sharing

Email Scheduling

Email Parser

Email Relay

Security Management

Reporting Hierarchy

Territory Management

Record Sharing

Data Encryption

Data Sharing Rules

Product Customization

Custom Schedules and Functions

Custom Modules

Domain Mapping

Wizards

Validation Rules

Page Layouts

Sandbox

Subforms

Layout Rules

Process Management

Blueprint

Approval Process

Clone Blueprint

CommandCenter

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

Notify Owner

Case Escalation Rules

 

 

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



    Access your files securely from anywhere

      Zoho CRM Training Programs

      Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

      Zoho CRM Training
        Redefine the way you work
        with Zoho Workplace

          Zoho DataPrep Personalized Demo

          If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

          Zoho CRM Training

            Create, share, and deliver

            beautiful slides from anywhere.

            Get Started Now


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION






                          Quick Links Workflow Automation Data Collection
                          Web Forms Enterprise Begin Data Collection
                          Interactive Forms Workplace Data Collection App
                          Offline Forms Customer Service Accessible Forms
                          Digital Forms Marketing Forms for Small Business
                          HTML Forms Education Forms for Enterprise
                          Contact Forms E-commerce Forms for any business
                          Lead Generation Forms Healthcare Forms for Startups
                          Wordpress Forms Customer onboarding Order Forms for Small Business
                          No Code Forms Construction RSVP tool for holidays
                          Free Forms Travel
                          Prefill Forms Non-Profit

                          Intake Forms Legal

                          Form Designer HR

                          Card Forms Food
                          Assign Forms Photography

                          Translate Forms Real Estate
                          Electronic Forms

                          Notification Emails for Forms Alternatives
                          Holiday Forms Google Forms alternative 
                          Form to PDF Jotform alternative





                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                Manage your brands on social media

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      Zoho Sheet Resources

                                                       

                                                          Zoho Forms Resources


                                                            Secure your business
                                                            communication with Zoho Mail


                                                            Mail on the move with
                                                            Zoho Mail mobile application

                                                              Stay on top of your schedule
                                                              at all times


                                                              Carry your calendar with you
                                                              Anytime, anywhere




                                                                    Zoho Sign Resources

                                                                      Sign, Paperless!

                                                                      Sign and send business documents on the go!

                                                                      Get Started Now




                                                                              Zoho TeamInbox Resources



                                                                                      Zoho DataPrep Resources



                                                                                        Zoho DataPrep Demo

                                                                                        Get a personalized demo or POC

                                                                                        REGISTER NOW


                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now









                                                                                                                Wherever you are is as good as
                                                                                                                your workplace

                                                                                                                  Resources

                                                                                                                  Videos

                                                                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                  eBooks

                                                                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                  Webinars

                                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                  CRM Tips

                                                                                                                  Make the most of Zoho CRM with these useful tips.



                                                                                                                    Zoho Show Resources