Zoho CRM: What You Get in Free Version?

Zoho CRM: What You Get in Free Version?

For the small and startup organizations that can’t afford a significant investment, the fully-featured free version of the Zoho CRM offers all the vital functionalities that a small business needs. It includes every robust feature for sales and marketing, powerful integrations, and secured cloud storage for up to 3 users. Everything is included, from lead generation, contact management, and workflow automation to analytics and social collaboration. In addition, Zoho CRM Consultant will help you upgrade to a paid subscription that provides more advanced capabilities as your company develops.

Get Feature-Rich Zoho CRM Free of Cost
 

A CRM tool is an absolute necessity for businesses of all sizes that provides an essential customer experience, so it shouldn’t be expensive. And Zoho CRM’s free edition is built for small teams who have big dreams. Here’s why Zoho offers the best free trial version because:

There are no hidden costs– You get access to everything under the free plan
It is free forever–There’s no trial period and no forced upgrade
No Credit Card required- You can sign up without your credit card details


What are the Built-In Features in the Zoho CRM’s Free Version?

Here are the features you get in a free version:

  1. Contact Book
  2. Email Marketing
  3. Leads Generation
  4. Automation
  5. Analytics
  6. Customization
  7. Storage
  8. Ecosystem


1. CONTACT BOOK
 
  1. Manage Your Contacts Professionally
  2. Lead and Contact Management
  3. Deal Management
  4. Account Management

2. EMAIL MARKETING
 

Create Smarter and Personalized Emails

Email Marketing is made more expedient, resourceful, and personalized with Zoho CRM. You can create attractive copies with its powerful editor, which has tons of built-in formatting options, and you can also add necessary attachments to the email copy. Create custom workflows, use templates, opt-out email, and a few more that will help you write tailored emails that accurately highlight the pain of your leads.


3. LEAD GENERATION
  1.  Find and Contact Leads Online
  2. Track visitors with SalesIQ
  3. Create Leads with Web Forms

4. AUTOMATION
 
Automate Your Sales Processes

Zoho CRM’s workflow automation makes you more productive by managing regular tasks on your behalf. You can create a workflow for custom operation, set it, and leave it! Zoho CRM will attend and implement it while you can devote your time to what is more important that is connecting with customers. You can automate workflows for up to 5 everyday tasks; so that there are fewer things on your to-do list.

5. ANALYTICS
 
  1. Analyze Everything You Do
  2. Design Meaningful Charts
  3. Create Detailed Reports

6. CUSTOMIZATION
 

Customize the Way You Do It

Zoho CRM’s free version allows you to choose how your data appears. For example, you can make custom list views that will help you to discover data quickly, rename tabs with specific names appropriate according to your business terminology, and customize pages to match well with your industry style.


7. STORAGE
 

Everything Is On The Cloud

Zoho CRM gives your company the facility for cloud storage that ensures complete security and management of your business data. In this feature, you get:

Data Storage

You can store up to 5,000 records in each module that can be published manually or transferred from a spreadsheet or another CRM vendor.

File Storage

With unrestricted cloud storage, you can create files and folders, share them with other users, evaluate files, attach files, etc., which will help you run your business more efficiently. In addition, each business organization gets 1GB of cloud storage to save their files.


8. ECOSYSTEM
 

Step into the Zoho Ecosystem

Zoho serves the best when used with other Zoho applications. You can integrate the free editions of some other Zoho applications like Zoho Creator, Zoho Books, Zoho Campaigns, etc., with Zoho CRM for better customer support, marketing campaigns, surveys, and more operations. Quickly sign up for one Zoho product and get access to utilize the entire suite with the same credentials.

Get the Desired Value in Free Version!
 

Zoho is a reputed business software company, and when they say free, it means free forever. You will not be requested to upgrade and make any license payments after a trial period is gone. Indeed, there is no such trial period. You can access and manage all of your business data for as long as you like.

And the best thing is that the Zoho CRM free edition allows you to work with a small team that has up to 3 users for 4,8,12 months or more, depending on whether it matches your needs.

Once you start running your business with the free CRM software, success will be on the way. Your business will thrive, your customer base will get more fantastic, and your sales team will increase. But, with the growth of your business, there will be a need for a superior plan, and then you can upgrade it accordingly.

Zoho will never force you to upgrade to a paid edition. However, future growth and expansion will themselves tend your organization to the point that you’ll need one. For technical assistance and information, consult a leading Zoho Implementation Partner today!



      • Sticky Posts

      • How to reach the official Zoho Support channels and avoid fake ones.

        Dear Customers, Thanks a lot for choosing Zoho! Our applications are built to help achieve your day-to-day business goals. We are committed to engaging with you, to understand and develop solutions that enhance your productivity.  We are happy and ready to help you use our services effectively. Understanding and avoiding fake support Just like using popular bank names and financial applications for phishing purposes, using Zoho and claiming to be providing Zoho Support or services with false numbers

      • Function #35: Close all tasks associated with a lead and create a new task.

        Welcome back everyone! Last week, we learnt how to close all tasks of a deal depending upon the deal stage. This week, let's look at a custom function that lets you close all of the tasks associated with a lead while simultaneously creating a new task, like when you need to halt all progress towards a lead while the lead is not available at the moment but create a reminder task. Business scenario: The success of a company, in one way or another, is determined by the leads it gets. Each lead is just

      • Zoho CRM Webinar - Redesigning Daily User Experiences with Canvas

        <br> Your users across roles use the CRM for day-to-day tasks that are necessary. Whether they perform their tasks on time, the right way, or at all depends on a lot of factors, including User Experience. Many businesses struggle with rigid layouts,

      • Join us at the Canada ZUG Meetup: What’s New in Zoho CRM

        Hello Zoho Community! Start your year with fresh insights into Zoho CRM’s latest updates and tools. Whether you're a CRM beginner or a experienced user, this meetup is crafted to help you optimise your processes and leverage new features. Explore practical

      • CRM Hack #2: Automate sending of birthday greetings to your customers.

          Hello everyone! What sets you apart as a sales person is your ability to add that personal touch to your business relationship with your customers. Sending a gift on a special day, or leaving a note wishing them on their birthdays, are small, yet significant actions that show your customers that you care. And these are actions done without any expectations :) You must be engaging with a lot of customers and it is highly unlikely that they all are your friends on Facebook or some social channel,

        • Recent Topics

        • Set Frozen Cells in the Report Settings

          Hi, It would be nice to be able to set the frozen cells in the report Settings, and have an option if this is fixed or can be changed after loading (On the next load it still goes back to the Settings). Thanks Dan

        • Microsoft Teams now available as an online meeting provider

          Hello everyone, We're pleased to announce that Zoho CRM now supports Microsoft Teams as an online meeting provider—alongside the other providers already available. Admins can enable Microsoft Teams directly from the Preferences tab under the Meetings

        • Tip of the week #26: Import/ Export calendars in Zoho Calendar.

          Any calendar on the web or calendars that you create in any other calendar application can be imported in to Zoho Calendar. This will help you to add the events from the calendars that you import to your Zoho Calendar. You also have the option to export

        • Add Zoho Forms to Zoho CRM Plus bundle

          Great Zoho apps like CRM and Desk have very limited form builders when it comes to form and field rules, design, integration and deployment options. Many of my clients who use Zoho CRM Plus often hit limitations with the built in forms in CRM or Desk and are then disappointed to hear that they have to additionally pay for Zoho Forms to get all these great forms functionalities. Please consider adding Zoho Forms in the Zoho CRM Plus bundle. Best regards, Mladen Svraka Zoho Certified Consultant and

        • Blocklist candidates in Zoho Recruit

          We’re introducing Block Candidate, which helps recruiters to permanently restrict a candidate from applying to current/future job openings. Once the candidate is blocked, they will no longer be able to participate in the recruitment process. This will

        • What is the safest way to convert OST to PST files?

          The safest way to convert OST to PST files is by using a reliable and professional OST to PST Converter tool. Manual methods often risk data loss, corruption, or dependency on Exchange Server connectivity. A trusted converter Aryson OST to PST Converter

        • Zoho CRM for Everyone's NextGen UI Gets an Upgrade

          Hello Everyone We've made improvements to Zoho CRM for Everyone's Nextgen UI. These changes are the result of valuable feedback from you where we’ve focused on improving usability, providing wider screen space, and making navigation smoother so everything

        • Social icons, open in new tab?

          Hello, I have two social icons on my footer, Facebook and Psychology Today. Clicking on the Facebook icon opens a new tab, the Psychology Today icon does not. I would like them both to open a new tab. Am I missing a setting somewhere?

        • Introducing Connected Records to bring business context to every aspect of your work in Zoho CRM for Everyone

          Hello Everyone, We are excited to unveil phase one of a powerful enhancement to CRM for Everyone - Connected Records, available only in CRM's Nextgen UI. With CRM for Everyone, businesses can onboard all customer-facing teams onto the CRM platform to

        • Real-Time Screen Annotation During Zoho Cliq Screen Sharing

          Hi Zoho Support Team, Hope you're doing well. We’d like to request the addition of real-time screen annotation tools during screen sharing sessions in Zoho Cliq video calls. 🔍 What We're Looking For: The ability for the presenter—and optionally, other

        • encountering an error when attempting to associate an email with a Deal using the Zoho CRM extension in Zoho Mail.

          When I click "Yes, associate," the system displays an "Oops!! Something went wrong" error message. I have attached a screenshot of the issue for reference.

        • Autofill address using smart fields mapped over the pdf document

          Hi, I'm using mail merge to map smart fields onto PDF documents I plan to distribute for signing. I already have a Zoho Sign subscription. When mapping smart fields from the Employee form, I only see the permanent and current addresses which include the

        • Live Chat for user

          Hi everyone, I’m new to Zoho Creator and wanted to ask if it’s possible to add a live chat option for all logged-in portal users so they can chat internally. I’m trying to create a customer portal similar to a service desk, but for vehicle breakdowns,

        • How do I cap employee leave accrual

          HI there, How do I cap an employee's leave accrual? The policy is that you accrue 15 days leave annually (1.25 days a month) and once you reach 15 days, you wont accrue more until you take leave. Thank you!

        • Open sub form from a button as a popup form

          Is there a way within a form to use similar code as below to show a button in the form when clicked opens the subform for data to be added to the record being viewed in the form OpenUrl("#Form:<Customer_Delivery_Address>?<Delivery_Address>=" + input.ID,"popup

        • Dont have backup option in setting

          Hi guys. I started using zoho book a week ago. I bought premium package yet I don't have backup option in setting. I hope anyone can help me find a solution. Thanks in advance

        • Making Tags Mandatory

          When creating an expense, is it possible to make the Tags field mandatory?  I see the option in settings to make other fields mandatory, like Merchant, Description, Customer, etc, but nothing about Tags. Thanks! Kevin

        • Is there a plan to integrate zoho voice with zoho books?

          Hello, Is there a plan to integrate zoho voice with zoho books? Right now we are using the Twilio SMS integration into zoho books, but have recently decided to switch to zoho voice for calls and sms. Is there a plan to integrate zoho voice natively into

        • Pass variables to Zoho Desk via URL to create a fast new ticket landing page

          We are integrating our phone system into Zoho Desk. Currently when a helpdesk agent answers the phone, a soft client opens a new tab with zoho desk at the new case page. https://desk.zoho.com/support/companyname/ShowHomePage.do#Cases/new We would like

        • Zoho Books Extension: What Happens If Custom Fields Already Exist?

          When developing Zoho Books extensions, what happens if the target Zoho Books organization already has a custom field with the same API name as one defined in the extension? I’m asking because we originally created an on-Books version of this functionality,

        • Modular Permission Levels

          We need more modular Permissions per module in Books we have 2 use cases that are creating problems We need per module export permission we have a use case where users should be able to view the sales orders but not export it, but they can export other

        • ¡Vuelven los Workshops Certificados de Zoho a España!

          ¡Hola usuarios de Español Zoho Community! Hace ya unos días que hemos dado la bienvenida al 2026, y promete ser un año de lo más emocionante. Y es que nos gustaría haceros nuestro particular regalo de Reyes, aunque lleguemos un poco tarde. 🎁 ¡Nos gustaría

        • Free Webinar on 21 January: Looking back at Zoho Mail in 2025

          Hello Zoho Community! Curious about how Zoho Mail evolved in 2025? Wondering how these updates can make your everyday email work simpler? We’ve got a session you won’t want to miss. In our Zoho Mail 2025 recap webinar, we’ll walk you through the key features

        • Cliq Networks users can see all other network users contact information

          Is there a way to hide user contact information from each user in networks? I would only like the users to see the admin's contact information, not other users. Network users information shared by default

        • Zoho Sheet - Printing - Page Breaks and Printing Customization

          I think the title is descriptive enough in that I cannot find help documentation on a simple task of adding in page brakes for separating pages on print. Thanks

        • Missing the "Find & Merge Duplicates" choice

          Hi, I am missing the "Find & Merge Duplicates" choice. I looked under the "More Actions" menu in Contacts, Accounts, Vendors, and Leads and it is not there. I have full permissions. Please assist me on finding this feature. Thanks!

        • OAuth integration issues

          I'm experiencing persistent OAuth errors when trying to connect Make with Zoho API. I've tried multiple approaches but keep encountering the following issues: First error: 'Invalid Redirect Uri - Redirect URI passed does not match with the one configured'

        • Marketing Tip #16: Ideal sizes and formats for adding images to your online store

          Images can make (or break) your storefront experience. When your banners and product photos follow the right sizes and aspect ratios, your store looks cleaner, loads faster, and feels more trustworthy—especially on mobile. Here are recommended image sizes

        • Improve WhatsApp Module in Zoho CRM

          The current WhatsApp module UI in Zoho CRM feels cluttered and complex, especially when handling high volumes of conversations. It would be great to enhance the WhatsApp module UI/UX by adopting a clean and simplified interface similar to Bigin CRM’s

        • Blueprint transitions on locked records

          We use the ability to automatically lock records (quotes, sales orders, etc.) based on criteria, such as stage. For instance, if a quote has been sent to a client, the quote is then locked for further edits. Our ideal quote stage process is: Draft>Sent>Won.

        • Enhance productivity with the revamped Zoho Sheet View

          Hello folks, For some time now, you've been able to use the Zoho Sheet View to quickly edit multiple records or to insert a batch of new records. Its tabular interface allows users to engage in these tasks productively. Despite this, the existing Sheet

        • No OR Filter for Views with a Related Modules Criteria

          We would like to create a Deal View where the User can see all their deals. For that, we would need an OR to connect the criteria. One of the Fields is a "multiselect User", these (Related Modules Criteria) can only be Filter with an AND. Even between

        • Good news! Calendar in Zoho CRM gets a face lift

          Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activities

        • Limit maximum entries for subform - depending on fields entry

          Hi Zoho! I have a form with a subform in it. I'd like to have limitation for the row number depending on an entry in a drop-down field in the main form (If the field in the main form is marked "Answer1" - Limit the entries to 1 row, if the field is "Answer2" to have 2 rows limitation, "Answer3" = no limitation at all) Can this be done? Thanks Ravid

        • Save HTML Snippet Page as PDF with Dynamic Data in Zoho Creator (Working Solution)

          Hi Zoho Creator Community 👋, I faced a common challenge while working with HTML Snippet Pages — I needed to generate a PDF with dynamic data and save it back into the record automatically. Here’s the working solution that might help others. Use Case

        • Make Camera Overlay & Recording Controls Visible in All Screen-Sharing Options

          Hi Zoho WorkDrive Team, Hope you are doing well. We would like to request an improvement to the screen-recording experience in Zoho WorkDrive. Current Limitation: At the moment the recording controls are visible only inside the Zoho WorkDrive tab. When

        • Cannot connect to imap.zoho.eu on iOS26

          Hey, I recently migrated to another iPhone and since then use iOS26. Every since then, I was not able to connect to "imap.zoho.eu" from Apple Mail. I tried deleting the account and adding it again, did not work. I tried creating an app password, didn't

        • Rebranding Options for Zoho One

          We need the addition of rebranding and white-labeling settings directly within the Zoho One Admin Panel. This feature should allow organizations to customize the unified portal with their own logo, brand colors, and custom domain mapping (e.g., portal.company.com).

        • Tip #57- Accessibility Controls in Zoho Assist: Mobility- 'Insider Insights'

          Remote support should be easy to navigate for everyone. For users with mobility-related accessibility needs, long sessions and complex navigation can be challenging. Zoho Assist’s Mobility Accessibility Controls simplify interaction through keyboard-based

        • To print Multiple delivery notes in batches

          In Zoho Books, we can print a Delivery Note from an Invoice using the Print Delivery Note option, but it is non-editable and always prints all line items from the invoice. Our requirement is to deliver invoiced items in batches and print delivery notes

        • Next Page