Zoho one is a suite of applications that run collectively and will help you run your entire business on the cloud. The most popular app is Zoho CRM, which you might already know, but the suite includes more than 40 applications.
The apps are divided into several categories, and some of them perform similar actions, which could be overwhelming to understand what each one is used for. This is a quick overview:
Sales Category
Zoho CRM
This is where you’re going to manage your sales process and client Communications. Here is where you will store your leads, contacts, accounts, and Deals. The CRM is the core of your operations and works well with marketing apps and finance apps,
Bigin
Bigin is another CRM that you can use when you have a small business; it’s simpler than Zoho CRM. All the basics are covered, like creating tasks automatically or sending email notifications.
Zoho Sites
Zoho Sites is a website builder, like Squarespace or Wix, that lets you create and host your website. You can also set up a Blog. This app works with Zoho CRM web forms, sales IQ, and campaigns.
Bookings
Bookings is an online scheduler app that allows you to create a calendar that your clients can use to book appointments with you. It syncs with other calendars like Google and office.
Marketing Category
Sales IQ
Sales IQ is another app that you can add to your website to chat with visitors and see information like where they are from and how much time they spent on the website. If the visitor is a contact in your CRM, you will be able to see that information from sales IQ; you can also create a chatbot and set active hours.
Campaigns
If you only want to create email marketing campaigns, you can use campaigns. With it, you can divide your contacts and groups and send emails about products information, promotions, notifications, newsletters, and more. This one is easier to use than marketing Automation and integrates well with CRM,
Social
Social manages all your social media in one place. You can connect to Facebook, Instagram, Twitter, linkedin, and other social networks and then schedule posts, answer comments, and see statistics all in one place. It also integrates with Zoho CRM and Zoho desk.
Survey
You can use the survey app to create surveys that you can send to your contacts. You can also see reports and analytics about the data collected.
Forms
Forms is a form builder app that can help you create any forms you need. You can share the forms with your contacts to collect data. It has a lot of fields that you can use and some advanced features, like, form logic, workflows, and integrations.
Page Sense
Page sense is a platform that tracks user behavior on your website, so you can see how they interact with your different pages once the code is installed on your website. You will be able to see statistics and optimize them accordingly.
Backstage
Backstage helps you manage events organized by you or your company; you can organize all of the activities, create a landing page for the event, and set up and sell tickets.
Marketing Automation
This platform allows you to manage any marketing activities across multiple channels, like your website, social media, and email marketing campaigns. This is an advanced tap for companies that invest a lot in marketing.
Commerce
Zoho Commerce contains all the tools you need to build a website, accept orders, track inventory, process payments, manage shipping, market your brand, and analyze your data. create your store now create your store now. Technology that grows with your online business.
Support Category
Zoho desk
Zoho desk is another popular app included in Zoho One. With desk, you can centralize all support-related communications between you and your customers, the CRM is mainly used for sales. But once the contract becomes a customer, you might start offering customer service. So you will use this app for that. All the tickets generated will be here, and any agent can get back to your customer with the solution. You can also create a knowledge database.
Assist
This tool allows you to do remote support, for example, if you are in the IT department and an employee working from home has issues with their computer. You can use assist in taking control of their computer and troubleshooting the issue as if you were sitting next to them, and you can do the same with customers,
Lens
This one is similar to Zoho assist, but the main difference is that it’s focused on support equipment instead of computers. The employee or customer can use their phone camera to show you their issue with the equipment, and you can guide them to solve the issue.
Communication Category
Zoho Mail
We have the Zoho mail that is similar to Gmail or Outlook. You can set up your company email, calendar, and contacts, and it integrates well with several Zoho apps.
Cliq
Cliq is a chat app similar to slack. You can create chat groups and channels and send messages, files, images, videos, and more. Audio and video calls are also available, and you can access your chats from many different Zoho apps, like Zoho CRM or the whole project.
Collaboration Category
Projects
Projects is a project management app that can track tasks, timesheets, milestones, etc. It is a very flexible tool with a lot of customization features. Once you close a deal, you will use through projects to make sure you deliver your product or service based on the agreement you made.
Sprints
Sprints is another project management tool, but it uses the agile methodology normally used for software development.
Zoho Connects
Zoho connects is a private social network for your company where all the users can share information, pictures, videos, and more. You can also create groups forums employee, manuals, and Company events
Meeting
Meeting is an app similar to zoom that you can use to have virtual meetings, this app is also used to broadcast webinars, and it integrates with other Zoho products like CRM, mail, projects, and connect
Work Drive
This is a cloud storage solution, similar to Google Drive or Dropbox. You can create folders, documents, spreadsheets, and presentations and upload any files you want. There’s also a desktop client if you want to sync all of your files to your computer.
Learn
This platform lets you create articles, classes, and courses that you can use to train your employees. When the employee finishes the class, they can be quizzed. You can use images and videos to create your courses.
Team inbox
Team inbox is an email application where you can set up a company email like sales at yourdomain.com and share it with multiple users, so all of them have access to all the emails and that inbox, the users will be able to see and respond to any email, so everyone is on the same page.
Productivity Category
Writer
Writer is similar to Microsoft Word; you can create documents and templates, share them with other users, and collaborate will editing.
Zoho Sheets and Zoho Show
Zoho sheets compare to Microsoft Excel and Zoho show with PowerPoint.
Sign
Sign allows you to send documents that require an electronic signature. You can upload a PDF document, assign files, and send it to your clients. They will be able to sign the document online. It integrates with several Zoho one products like CRM, desk, people, and books.
Notebook
This is a note-taking app where you can add text pictures and voice to your notes and share them for collaboration. It integrates with a few Zoho apps like CRM, mail, meetings, cliq, and projects.
Zoho Vault
Zoho Vault is a password manager app where you can store passwords and sensitive information.
Finance Category
Zoho Books
Zoho Books is an accounting software similar to QuickBooks. You can create and send invoices, register payments, and manage expenses. It integrates well with Zoho CRM, projects, inventory, and people. So
Invoice
Invoice is similar to books but has fewer capabilities. If you are a freelancer or small business, you can manage your finances here.
Zoho Expense
With Zoho expense, you and your employees can report expenses, check mileage, manage travel itineraries and get reimbursements. It Integrates with several Zoho One apps, including Zoho books in Zoho projects.
Check Out
Check out allows you to create a payment page to process payments online.
Operations Category
Zoho Subscriptions
Zoho subscriptions are used to create and manage recurring bills and subscriptions.
Inventory
Inventory is a stock management app that you can use to control your inventory and manage and track the shipping status of your orders. It works with several Zoho apps and integrates with Amazon Shopify, ebay, and Etsy.
Human Resources Category
Zoho People
Zoho people is a human resource app where you can manage all your employees. It can help you with hiring, onboarding, tracking attendance, time tracking, and scheduling shifts. It integrates with projects, expenses, signs, and more.
Recruit
Recruit is an applicant tracking system that will help you with your hiring process. Here. You can keep a list of your job openings and manage all the applicants.
Business Process Category
Zoho Creator
Zoho creator is a development platform that you can use to create apps for your business. If you need to accomplish something specific for your business, none of the other Zoho apps can do it. You can create your app here. It is a low code platform, but you will need to learn the Locks – the Zoho programming to get all the functionality.
Analytics
Here you can add an analyze different data sources, and then you can create boards to display the information using tables, charts, and more.
DataPrep
Zoho DataPrep is a great tool for cleaning up data prior to importing it into Zoho Products. It helped reduce the time we spent migrating CRM data and third-party Analytics data by 75 to 80%.
Zoho flow
With flow, you can create workflows to automate business processes.
