Features you will miss on downgrading from Ultimate to Free edition
Cloudtool Technologies Pvt Ltd
Before you downgrade: If you're considering downgrading from Zoho CRM Ultimate to the Free edition, you will be losing access to 100+ advanced features. Here's a list of what you'll be missing out on.
Salesforce Automation |
Sales Forecasting |
Forecast Based on Territories |
Macros |
SalesSignals |
Assignment Rules |
Calendar Booking |
Portals |
Multiple Currencies |
Webhooks |
Workflow Usage and Reports |
Social Profiles |
Scoring Rules |
Multiple Scoring Rules |
Motivator for Zoho CRM |
CRM Analytics |
Zoho Analytics |
Custom Reports and Dashboards |
Schedule Reports |
Charts and KPIs |
Anomaly Detector |
Zia Notification for Anomaly Detector Components |
Advanced Analytics |
Marketing Automation |
Mass Email |
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 File Storage (for Org.) |
Additional Data Storage |
Data Import - Skip/Overwrite option |
Merge Duplicates - Deduplication option |
Import History |
Free Data Backup |
CRM Variables |
Webforms |
Notify Record Owner |
Webform Analytics |
Webform A/B Testing |
Zoho Mail-Add-on |
Email Insights |
IMAP |
BCC Dropbox |
Plugin for Microsoft Outlook |
Zoho CRM for Office 365 |
Email Sharing |
Email Scheduling |
Email Parser |
Email Relay |
Security Management |
Reporting Hierarchy |
Territory Management |
Field-Level Security |
Groups |
Custom Links |
Audit Logs |
Allowed IPs |
Record Sharing |
Data Encryption |
Data Sharing Rules |
HIPPA Compliance Settings |
Product Customization |
Custom Fields |
Custom Modules |
Domain Mapping |
Wizards |
Validation Rules |
Page Layouts |
Sandbox |
Email Address Duplication Check |
Copy Customization |
Web Tabs |
Process Management |
Blueprint |
Approval Process |
Clone Blueprint |
CommandCenter |
Review Process |
Integrations |
Zoho Marketplace (Extensions for Zoho CRM) |
Google Workspace |
Google Calendar Synchronization |
Zoho Creator |
Zoho Writer |
SalesInbox |
Zoho Finance Suite |
Zoho Webinar |
Zoho Backstage |
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 |
Client Scripts |
Widgets |
Connections |
Customer Support |
Cases |
Solutions |
Web-to-Case Form |
Notify Owner |
Case Escalation Rules |
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