Features you will miss on downgrading from Professional to Free edition
Before you downgrade: If you're considering downgrading from Zoho CRM Professional to the Free edition, you will be losing access to 70+ valuable features. Here's a list of what you'll be missing out on.Salesforce Automation |
Sales Forecasting |
Macros |
SalesSignals |
Assignment Rules |
Calendar Booking |
Multiple Currencies |
Webhooks |
Social Profiles |
Scoring Rules |
Motivator for Zoho CRM |
CRM Analytics |
Custom Reports and Dashboards |
Schedule Reports |
Marketing Automation |
Mass Email |
Schedule Mass Email |
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 |
Security Management |
Field-Level Security |
Groups |
Custom Links |
Audit Logs |
Allowed IPs |
HIPPA Compliance Settings |
Product Customization |
Custom Fields |
Validation Rules |
Email Address Duplication Check |
Copy Customization |
Process Management |
Blueprint |
Clone Blueprint |
Webforms |
Notify Record Owner |
Zoho Mail-Add-on |
BCC Dropbox |
Email Insights |
IMAP |
Plugin for Microsoft Outlook |
Zoho CRM for Office 365 |
Email Sharing |
Email Relay |
Integrations |
Zoho Marketplace (Extensions for Zoho CRM) |
Google Workspace |
Google Calendar Synchronization |
Zoho Writer |
Zoho Finance Suite |
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 |
Customer Support |
Cases |
Solutions |
Web-to-Case Form |
Notify Owner |
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