Zoho One:
The Operating System for Business
Full List of Zoho One Apps, Explained
Zoho One is a unique, highly configurable cloud software suite that can serve businesses in any industry. The Zoho One’s “all-in-one” subscription model provides the lowest possible pricing for Zoho’s core applications (Zoho CRM, Zoho Inventory, Zoho Books, Zoho Projects, and Zoho Desk) and a vast array of Zoho solutions for marketing, sales, customer support, HR, contract management, and business process management.
Zoho One is undoubtedly the most popular Zoho solution, thanks to its unbeatable TCO and extensive integration capabilities. All our Zoho case studies and over 90% of our customers are leveraging Zoho One apps.
Table of Contents
Zoho One Pricing for 2025
Zoho One’s pricing model is unique compared to competitors like Salesforce and HubSpot. Currently, no other platform offers comparable functionality for a license fee of $37 per user per month.
For the trial versions, the pricing model doesn’t matter because Zoho One trial is free. Start big or small; use one, three, or all 46 applications covered by the Zoho One subscription. All the applications included in Zoho One are provided in their Enterprise editions (where applicable), designed for businesses of all sizes, and built by Zoho—a company that has never taken money from investors and values your privacy.
The Full List of Zoho One Apps, Explained
Contrary to popular misbelief, there’s no “Zoho One application.” Zoho One isn’t a single app but a bundle of many Zoho applications licensed together. If you ever asked, “What is included in Zoho One?” this page gives you the most convenient answer in the form of a list of Zoho One apps on a single page with detailed comments. The list is correct as of 2025; Zoho One constantly evolves, so the number of Zoho One apps subject to change. More detailed descriptions are available on the official Zoho One plan details page.
Administration
Zoho Directory
Zoho Directory is an Identity and Access Management (IAM) solution, a go-to application for all administrative purposes in Zoho One. Whether you need to add or deactivate a user, force the MFA, or enable or disable an application, you work in the Zoho Directory.Â
Key features include:
- Zoho One Application Management:Â admins can enable and disable applications, and assign their users and roles.
- Single Sign-On (SSO):Â Users can log in once and access multiple applications without needing to re-enter their credentials.
- Multi-Factor Authentication (MFA):Â Adds an extra layer of security by requiring two or more verification methods.
- User Management:Â Admins can easily add, remove, and manage user accounts.
- Security Policies: Customizable rules that govern how users can authenticate themselves and access resources.
Application / Device management
Zoho One’s MAM is based on the ManageEngine’s Mobile Device Manager Plus. The key features include:
- Unlimited Devices
- Distribute only Zoho One apps automatically
- All type of Device Enrollment
- Device Actions which is associated like remote lock, Corporate Wipe and Clear Passcode
- Distribute Zoho One mobile apps to User’s device / group
- 1 device per employee license
Sales
Zoho CRM
Zoho CRM is what people colloquially call "Zoho" in general. One of the most well-developed and perfected Zoho One applications, a comprehensive customer relationship management platform, jack-of-all-trades, Zoho CRM is recognized by critics and customers alike. Virtually every Zoho implementation presumes the presence of CRM, and our case studies aren't an exception.
Zoho One provides access to Zoho CRM in Enterprise Edition. Zoho CRM also included into the CRM Plus bundle; on top of that, Zoho offers a "Forever Free" Zoho CRM with three users and essentials like leads, documents and mobile apps.
Bigin
Zoho Bigin is a... CRM! But unlike its grandfather, Zoho CRM, Bigin is designed with small businesses and solopreneurs in mind. An ideal first step in the right direction for those who still use spreadsheets for everything, Bigin is popular among first-time Zoho users for managing sales deals, support tickets, customer onboarding, order delivery, and more, all within a single platform. Zoho Bigin can be used separately, without opting in for Zoho One, and even for free.
Zoho Bookings
Zoho Bookings is a direct competitor of Calendly. It's a powerful scheduling tool that can manage the scheduling for a single consultant or team. Part of the Zoho ecosystem, Zoho Bookings can be integrated with other Zoho One apps and offers a well-developed API for more sophisticated integrations.Â
Zoho Bookings can be natively integrated with other calendars (Google Calendar, Zoho Calendar), video conferencing platforms (Zoho Meeting, Zoom, GoTo Meeting, Google Meet, Microsoft Teams), and payment gateways (Stripe, Authorize.net, 2Checkout, Forte, PayPal, RazorPay, Mercado Pago).
Of course, our calls and meetings are managed by Zoho Bookings, too.Â
Zoho Sites
Zoho Sites is a codeless, template-based, online website builder for creating simple websites. Websites designed in Zoho Sites can be integrated with many Zoho applications, MailChimp, and social media platforms. It is an ideal solution for those who need a basic, fast website with a low cost of ownership.
Marketing
Zoho SalesIQ
Zoho SalesIQ is a customer engagement platform for your website that helps you connect with visitors for sales, marketing, or support. It shows what people are doing on your site, where visitors are coming from, how long they stay, and what pages they look at. It is also a powerful web chat app that can be integrated with various AI platforms like ChatGPT, giving your chatbot enormous power.
Integrated with Zoho CRM, Zoho SalesIQ also displays real-time customer info for chat operators. Other integrations:
- Zoho Platform
- Zoho Desk
- Zoho Assist
- Zoho Campaigns
- Third-party integrations:
- MailChimp
- Zendesk
- Salesforce CRM
- ClearBit
- Leadberry
- Cloud telephony and PBX
- API-based integrations and Zoho Flow
Note that it's not a pure web analytics tool; for the latter, we have Zoho PageSense and, of course, a well-known Google Analytics. Our website chat is powered by SalesIQ, too.
Zoho Campaigns
Despite a widespread belief, Zoho CRM is not an email marketing platform. Zoho Campaigns is! A direct competitor of MailChimp, Zoho Campaigns offers a wide range of email marketing automation, workflows, and integrations with other Zoho applications and third-party platforms like Shopify and WordPress/WooCommerce.Â
Zoho Social
Zoho Social is an SMM (social media management) tool. It offers a range of SMM features, including:
- Unified Dashboard: Manage multiple social media accounts from a single place.
- Content Scheduling: Plan and schedule posts in advance across multiple social networks.
- Team Collaboration: Assign tasks and collaborate with team members to streamline social media posts and content preparation.
- Analytics and Reporting: Track performance and gain insights with customizable reports.
- Engagement Tools: Respond directly to comments, messages, and mentions from the platform.
- Integration: Zoho Social can be integrated with other Zoho products and third-party applications.
Besides being a part of the Zoho One bundle, Zoho Social exists in the free version and as a standalone product.
Zoho Survey
As the name implies, Zoho Survey is an online survey management platform. While there are numerous ways to create online surveys—from various form plugins for WordPress to Zoho Forms—Zoho Survey stands out as one of the most convenient options. Survey organizers can even buy responses from the desired target audience for both the B2B and B2C segments.
Zoho Survey includes out-of-the-box integrations with Zoho CRM, Zoho Flow, Zoho Campaigns, Zoho Sheets, Zoho SalesIQ, Zoho Analytics, Eventbrite, Zendesk, and many other platforms.Â
Zoho Forms
If there's a form, it better be from Zoho Forms! A powerful form builder can be integrated with literally anything (native Zoho One apps, API, webhooks, Zoho Flow, and the list goes on). Zoho Forms allows you to simplify lead generation (just embed the form via <iframe> or JS), create complex questionnaires with the field logic, thus overlapping the functionality with Zoho Survey a little bit, and many more. Zoho Forms engine is HIPAA-compliant, can securely process PII, has integrations with payment gateways like PayPal and Stripe, and provides extended audit and administrative options.
For example, all the forms on our website, like "Contact Us," are made in Zoho Forms.
Part of Zoho One, Zoho Forms is also offered in a forever free version with some limitations.
Zoho PageSense
Zoho PageSense is a conversion optimization and personalization platform for websites. It can track and analyze your website performance and visitor behavior, record the interactions between visitors and the website UI, monitor call-to-action elements and conversions, and track web form behavior.
It might sound similar to Google Analytics, but Zoho PageSense is designed to complement GA with action tools like A/B testing and personalization experiments.Â
Zoho Backstage
Zoho Backstage is an all-in-one event management software designed to help you plan, run, and analyze events of all types—in-person, virtual, or hybrid. It offers a range of features for the entire event management process, from organizing the event to engaging with attendees and measuring the event's impact.
Some key features include:
- Event Planning: Tools to set agendas, manage speakers, and coordinate teams.
Ticketing: A commission-free ticketing platform with multiple payment options. - Marketing: Omni-channel marketing tools like customizable event websites (sic!) and email campaigns.
- Audience Engagement: Session interaction tools, networking lounges, and discussion channels to keep attendees engaged.
- Analytics: Performance dashboards to analyze speaker performance, session engagement, and overall event success.
It's designed to replace multiple tools, such as spreadsheets, planners, and form builders, making event management more efficient and less stressful. Zoho Backstage also offers a free version for individuals and small teams just getting started with events.
Zoho Marketing Automation
Zoho Marketing Automation is an all-in-one type of tool which can replace the more powerful but also more complex combination of Zoho CRM, Zoho Campaigns, Zoho PageSense, Zoho Surveys, Zoho Forms, Zoho LandingPage, Zoho Social, Zoho Forms, and Zoho SalesIQ. While it might be confusing (why have those different Zoho One apps, after all?), the reason is simple: Zoho Marketing Automation shines if the business needs a less configurable but simpler platform. So in this case, the overlapping functionality is an advantage, not redundancy.
Key features include:
- Lead Generation: Captures leads from multiple sources such as websites, blogs, and events, using tools like signup forms, landing pages, and pop-ups. It also integrates with Zoho CRM and other services.
- Lead Nurturing: Helps develop connections with leads by sending relevant content to understand their position in the sales cycle.
- Behavioral Marketing: Analyzes lead behavior to gain insights into their interests, which helps in delivering more effective and personalized messages.
- Lead Qualification: Evaluates and classifies potential customers based on their engagement, using lead stages and scoring to enable targeted monitoring.
- Journeys: Allows the design of unique engagement paths for each lead to boost customer engagement by offering context-specific solutions.
- Web Analytics: Assesses campaign effectiveness using dashboards and reports, sets goals, tracks lead progress, and identifies high-performing channels via attribution reports.
- Multichannel Marketing: Facilitates interaction with leads and customers across various platforms like email, SMS, WhatsApp, and social media.
- Marketing Planner: Manages all marketing activities in one place, tracks ROI, and manages budgets.
- e-commerce: Connects with ecommerce stores to send purchase follow-ups, alerts for abandoned carts, and notifications about special offers
Zoho Commerce
As the name suggests, Zoho Commerce is an e-commerce platform. It serves the same purpose as its bigger competitors, such as WordPress/WooCommerce, Shopify, and BigCommerce. While Zoho Commerce isn't as popular as its well-known competitors, it's part of the Zoho ecosystem and can be effectively used as a B2C sales channel for businesses that operate Zoho Books/Inventory as their accounting and inventory management backend.
Zoho Commerce directly utilizes the Zoho Inventory database, thus requiring no extra syncs. It comprises a codeless website builder similar to Zoho Sites and order fulfillment functionality. Key aspects of Zoho Commerce include:
- Building an online store: Offers tools to build an online store with templates to show a brand.
- Social selling: Facilitates shopping from various social platforms.
- Campaigns: Helps convert shoppers into buyers using campaigns and notifications to encourage completing checkout.
- Content management: Keeps the audience updated with content to increase awareness of the business.
- AI bot: Uses Zoho's AI bot to display products based on shoppers' past behavior.
- Integrations: Integrates with Zoho Inventory for inventory management; FedEx, DHL, Shiprocket, and UPS for shipping; and PayPal, Stripe, Authorize.net, PayU, Razorpay, and PayTabs for payment gateways. It also integrates with Zoho Marketing, Mailchimp, Zoho Campaigns, Zoho Salesiq, Zoho Survey, Google Shopping, and Facebook Pixel for marketing, as well as Google Analytics and Zoho PageSense for analytics.
- Customer support: Provides customer support through email, call backs, free demos, and resources such as help center articles, webinars, and blog updates.
- e-commerce SEO: Offers resources such as ebooks for e-commerce store SEO.
- Zoho One Integration: As part of Zoho One, Zoho Commerce integrates with other Zoho applications such as CRM, Books, and Analytics.
Zoho Thrive
Zoho Thrive is a marketing software for creating and managing affiliate and loyalty programs.
Key features of Zoho Thrive include:
- Form builder
- Affiliate portal
- Marketing assets sharing for your affiliates
- Point-based task setting
- Review-based task setting
- Widget customization
- Customer rewards management
- Integrations with Wix, Shopify, Zoho Commerce, custom-build websites, Zoho Campaigns, Zoho CRM, Zoho Bigin, Zoho Marketing Automation, Hubspot, Pipedrive, Klaviyo, and PayPal.
Part of Zoho One, Zoho Thrive also available as a standalone application and offers a forever-free version.Â
Zoho LandingPage
Zoho LandingPage is a codeless landing page building software. While a landing page can technically be created in any other product like WordPress, Zoho Sites, Zoho Commerce, or Shopify, Zoho LandingPage specializes in landing page creation and does it very well.Â
Core features:
- A landing page builder with templates. Users can embed code snippets and social media buttons. It also has an AI-powered content assistant called Zia that helps write SEO-friendly content.
- Customization: Zoho LandingPage provides options such as on-scroll/on-load animation, custom fonts and favicons and responsive page design.
- Optimization: A/B testing, landing page personalization, and dynamic text replacement.
- Analytics: page statistics, leads dashboard, form analytics, and customer reports. It also provides heatmap, scroll map, and attention map features.
- Integrations: It integrates with various Zoho applications like CRM, Campaigns, Meeting, and Marketing Automation. It also connects with third-party applications such as MailChimp, Salesforce, HubSpot, and Google Tag Manager.
- Templates: Zoho LandingPage offers a gallery of responsive landing page templates that work on different devices and browsers.
- Popups: create dynamic popups with smart triggers to engage visitors.
Support
Zoho Desk also available as a standalone application or as a part of the Zoho CRM Plus bundle.Â
Zoho Desk
Zoho Desk is one of the core Zoho One apps, one of the most popular, well-developed, and functionally rich ones in the whole Zoho ecosystem. It is a cloud-based helpdesk software that competes directly with ZenDesk, Freshdesk, HelpScout, and SalesForce Service Cloud. Zoho Desk's flexibility allows it to be used not only in the IT industry but also in many other use cases, like repair order tracking. At United Parts of Chicago, we rely on our Zoho Desk to provide technical support to our customers and store the local Zoho knowledge base.
Key features and capabilities of Zoho Desk:
- Omnichannel Support: Manage customer conversations across various channels, including email, telephony, social media, live chat, and web forms, from a unified platform.
- AI-powered Assistance: Zia, Zoho's AI assistant, can be used to suggest relevant solutions, analyze customer sentiment, predict ticket fields, and create customized responses.
- Self-Service: Enable customers to find answers independently through self-service portals with guided conversations.
- Agent Productivity: Provides tools for agents to collaborate, communicate, and manage customer relationships, including work modes, reply efficiency features, teams, and mobility.
- Automation: Automate repetitive tasks and manage processes to save time and effort.
- Extensibility: Integrate customer service with other software used by the company through integrations, custom functions, and APIs.
- Insights and Impact: Gain actionable insights into team performance through reports and dashboards.
- Customization: Customize the help desk's appearance and behavior to fit the team's needs.
- Security: Protect customer data while providing agents with necessary information.
- Ticket Management: Convert emails into tickets, add comments, track history, merge or split tickets, and manage ticket timelines.
- Help Desk Automation: Use notification rules, macros, workflow rules, and custom functions to automate help desk tasks.
- Advanced Process Management: Use blueprints to create flowcharts with automated steps and notifications to keep processes on track.
- Service Level Agreements (SLAs): Manage response and resolution times by automating actions based on ticket deadlines.
- Help Center: Set up a self-service portal for customers with a public knowledge base and community forums.
- Customer Management: Manage contact and account information, add private notes, and assign dedicated owners to specific customers.
- Analytics: Track agent performance, ticket metrics, customer happiness, and knowledge base usage through predefined and custom reports and dashboards.
- Telephony: Make and receive calls, log call details, transfer calls, record calls, and manage call queues.
Zoho Desk also offers integrations with other Zoho One apps, such as Zoho CRM, Zoho Projects, and Zoho Analytics, as well as with third-party applications like Zendesk and Salesforce.
Zoho Assist
Simply put, Zoho Assist is a tool for helping someone with their computer problems from a different location, such as TeamViewer or AnyDesk. In a formal lingo, Zoho Assist facilitates on-demand remote support sessions with any Windows, Mac, Linux, iOS, Android, or Chromebook device. It can work as a standalone app (you need to help your friend update the display driver) or as a part of the corporate IT infrastructure (help desk integration and, of course, that includes Zoho Desk), API for OEM integration, mobile SDK, and the list goes on:
- File transfer
- Instant chat
- Schedule Sessions
- Reboot and Reconnect
- Multi-Monitor Navigation
- Voice and Video Chat
- Wake on LAN
- Bulk Deployment for Intranets
- Clipboard Sharing and Security
Like many other Zoho One apps, Zoho Assist is offered in the "Forever Free" version for one technician and up to five remote computers.Â
Zoho Lens
Augmented reality (what is that?) in Zoho One? Sure, why not? Meet Zoho Lens, an augmented reality (AR) remote assistance software that allows you to view problems with remote equipment, such as machinery or servers, by accessing the camera of a user's smartphone at the location of the equipment. With Zoho Lens, service professionals can assist someone in fixing an issue remotely, thus avoiding lengthy and costly on-site visits. Key features of Zoho Lens include:
- Live camera streaming to view the client's smartphone or smart glass camera feed.
- AR annotations that allow you and your customer to add virtual information to the live camera stream.
- VoIP and text chat for better communication during remote assistance.
- Snapshots of the camera stream to document specific events.
- Image freezing to analyze technical details.
- Session recording to create a knowledge base and comprehensive trails.
- Multi-participant option that allows experts to invite participants with different skill sets to help find solutions.
Zoho Lens is also available for free (with certain limitations).Â
Productivity
Zoho Mail
Have you noticed that most Zoho applications have very self-explanatory names? Well, Zoho Mail is an enterprise-level email platform that can be integrated with other Zoho applications or used separately by individual users and solopreneurs. Key features of Zoho Mail:
- Privacy and Security: Zoho does not sell data to advertisers. Ever. Zoho Mail is also GDPR compliant and has enhanced security measures like 2FA, EAR, S/MIME, and TLS.
- Integrated Micro Apps: Zoho Mail offers an integrated calendar, contact manager, to-do lists, notes, and bookmarks within the Zoho Mail email client and its sister app, Trident, to enhance productivity.
- Team collaboration through announcements, task assignments, event creation, and note sharing using Streams.
- AI Assistant to write and summarize emails.
- Attachment Management to organize attachments by type in one location, allowing users to preview, share, and upload files to the cloud.
- Inbox Management to maintain a clean inbox, including filters for automatic email organization and advanced search capabilities.
- Admin Control Panel for managing the organization's email accounts, users, groups, and email policies.
- Mobile Zoho Mail apps for Apple and Android devices.
- Integrations with other Zoho apps like Zoho CRM, Flow, Creator, Desk, Projects, and WorkDrive, as well as external platforms like Zapier, to create personalized workflows.
Zoho Workplace users can use Trident to access their Zoho Mail accounts.
Zoho Cliq
Zoho Cliq is a secure chat platform for business conversations, whether between internal teams or with external stakeholders. Inhabiting the same niche as Slack and Microsoft Teams, Zoho Cliq supports multiple chat channels, audio and video calls and conferences, file transfers, and chatbots. It also includes native integration with OpenAI's ChatGPT and a variety of native and custom integrations with other Zoho One apps.
Zoho Cliq is often used as a convenient logging tool to record software events and triggers (usually via Zoho Flow), providing a searchable, easily accessible audit trail. It is offered as a part of Zoho One and other bundles like Zoho Workplace, as well as a standalone application in both paid and forever free versions.
Zoho Projects
Zoho Projects is one of the largest and oldest Zoho products; due to its nature, it's also one of the most complex ones, with a steep learning curve. It's a full-scale project management platform designed to provide users with the features needed to manage their work, primarily using the Waterfall model. It includes tools ranging from Gantt charts and recurring tasks to task workflows and automated notifications. Key features of Zoho Projects include:
- Task Management:
- Work breakdown structure using milestones, task lists, tasks, and subtasks.
- Issue management to track bugs and ensure they are fixed.
- Gantt charts to plan projects, visualize dependencies, and track progress.
- Dependencies setup between related tasks.
- Recurring tasks to avoid rescheduling tasks that repeat.
- Task reminders to stay on schedule.
- Customization:
- Custom layouts for projects, tasks, and issues.
- Custom fields to capture specific information.
- Custom views to prioritize work.
- Custom statuses for projects, tasks, or issues.
- Templates for projects, task lists, or tasks.
- Team Collaboration:
- Interactive feeds for project updates and discussions.
- Mentions of users, roles, or teams in updates and comments.
- Chat rooms for personal or group conversations.
- Forums for posting ideas and saving information.
- Document management for creating, storing, organizing, and sharing project files.
- Automation:
- Blueprints to automate task processes.
- Service Level Agreements (SLAs) to create escalation procedures for issues.
- Business rules to perform actions and define triggers.
- Notifications for issue or task status modifications.
- Time Management:
- Timers to record task hours automatically.
- Timesheets to log and track time spent on tasks, with admin approval options.
- Invoicing for time logs and expenses by integrating with Zoho Books or Invoice.
- Budgeting to manage project costs.
- Calendar to view project activities and schedule events.
- Charts and Reports:
- Task reports based on status, completion percentage, owner, or priority.
- Issue reports for insights into bug statuses.
- Timesheet reports to see how work hours are distributed.
- Project dashboards to show project progress.
- Budget forecasting to estimate project costs.
- User Administration:
- Profiles to define access permissions for users.
- Roles to identify user designations.
- Client users to keep clients updated on project progress.
- Resource management to distribute work among team members.
- Integrations with other Zoho One apps:
- Zoho Sprints for agile project management.
- Zoho Analytics for project data insights.
- Zoho CRM to sync projects and work on them from the CRM dashboard.
- Zoho Desk to handle issues efficiently.
- Zoho Books and Invoice for managing project budgets and creating invoices.
- Zoho Cliq for team collaboration via chats.
- Zoho Mail to manage projects from the inbox.
- Zoho Meeting for online meetings.
- Zoho Flow to connect with other cloud apps.
- Other Integrations & Add-ons:
- Google Calendar and Tasks.
- Google Spreadsheets and Drive.
- Microsoft Excel.
- Microsoft OneDrive, Outlook Calendar, and Office 365.
- Microsoft Teams.
- Dropbox
- Github, Gitea, Gitlab, and Bitbucket.
- Slack.
- Zapier.
- Zendesk and ServiceNow.
- Imports:
- Microsoft Projects, JIRA, and Basecamp import.
- Apps and Devices:
- Web and Mobile apps
Non-Zoho One users can opt for a forever-free version of Zoho Projects with limited functionality.Â
Zoho Sprints
Zoho Sprints is a project management tool designed in the Agile paradigm. It supports iterative development, collaboration, and adaptability. The key features include:Â
- Planning tools such as Backlog, Board, Epics, and Work Item Management.
- Release Management module coupled with Jenkins integration.
- Reports such as Burnup & Burndown charts, Velocity Report, Cumulative Flow Diagram, Status Timeline, Timesheet Reports and User Profile.
- Collaboration through meetings and Feeds.
- Customization using custom fields and layouts, custom views, projects templates and custom item types.
- Timesheets and Timesheet reports for time management.
- Extensibility through integrations, APIs, and webhooks.
At United Parts of Chicago, we use Zoho Sprints extensively to manage our Zoho implementation projects. Like many other Zoho products, Zoho Sprints can be used as a part of Zoho One, a standalone app, and there's a forever free version, too.Â
Zoho Connect
Zoho Connect is an interesting application, used mostly by the businesses with enough employees to warrant the use of a "private social network." For example, Zoho uses Zoho Connect to power its Partner network's social hub.Â
Zoho Connect facilitates effective communication through tailored feeds, company walls, announcements, polls, bookmarks, mandatory reads, drafts, scheduled posts, questions, pinned posts, likes, comments, shares, @mentions, notifications, forums, and topics. It also offers profiles, a people directory, an organizational chart, one-on-one conversations, channels, private messages, and translation features.
Besides internal communications, Zoho Connect can be successfully employed to maintain communications with the external audience ("external network"), thus creating a powerful social hub for your customers, fans, and other motivated outsiders.Â
Zoho Learn
Zoho Learn is a learning management system (LMS) that creates and organizes a knowledge repository with learning materials and tracks progress. It forms a central source of knowledge so teams can access valuable information and resources from the same place. Here’s a detailed breakdown of what Zoho Learn offers:Â
- Knowledge Management: It allows for the creation of a central knowledge source. Information can be organized into manuals within spaces, which creates a structured hierarchy. Related articles can be grouped into chapters. Flexible permissions allow control over access.
- Content Creation: Zoho Learn provides tools to build engaging learning materials and manage structured, interactive content with ease, using video, audio, images, documents and text. A collaborative wiki editor enables real-time co-editing. Version tracking maintains multiple versions of articles.
- Online Training: it streamlines the online training process. Learning programs can be built and managed.
- Assessment: quizzes can be created to test employee knowledge retention and gauge skill acquisition.
- Analytics: Zoho Learn provides insights into learner statistic and engagement in order to improve employee training programs.
- Course Management: course builders, discussions, drip schedules and customizable course and quiz settings are available.
A free version of Zoho Learn is enough for 5 users, 3 spaces, and 5 manuals.Â
Zoho TeamInbox
Zoho TeamInbox is a tool for simplifying group email management. A part of Zoho Mail, Zoho TeamInbox helps organize shared inboxes and manage conversations efficiently. Here’s a breakdown of its key features:
- Inbox Management: It helps maintain a clean, clutter-free inbox using an intuitive user interface. Thread ownership can be delegated to keep teams informed about who is handling each work item. Threads can be snoozed for later follow-up. Shared tags can be used to sort and group relevant conversations. Users can follow threads to stay updated via in-app notifications.Â
- Personal and Shared Inboxes: both personal and shared inboxes can be configured within Zoho TeamInbox. Personal sender addresses can be used when sending emails from the personal inbox. Private entities like tags, rules, and templates can be created for personal inboxes. Specific private emails can be shared with teammates via @mentions.
- Automation: workflows help improve routines and simplify processes. Rules can be set to automate actions based on specified conditions. Consistent signatures can be created for the entire team. Incoming emails can be automatically assigned to team members. Email templates can be created for quicker replies.
- Collaboration: internal discussions can be conducted directly within email threads. Email replies can be co-authored in real-time. New hires can be assigned an observer role to learn processes without immediately answering emails.
- Transparency: a timeline tracks all activities on a thread, such as replies and assignments. User information is available for every thread, including access, read status, and followers. Assigned tasks can be viewed to know which member is handling each task.
- Security: data security is ensured at both physical and logical levels. End-to-end email encryption protects email data in transit and at rest. Two-factor authentication restricts unauthorized access. Inbox sharing is secured, with admins controlling access. An activity log records every action performed by team members for auditing.
Note that some features of Zoho TeamInbox are overlapping with Zoho Mail, but these two tools are designed to complement each other. Zoho TeamInbox can be purchased as a standalone app, too.Â
Zoho WorkDrive
A direct replacement for Google Drive, Zoho WorkDrive allows you to store and share files online. It offers more space than Google Drive for less cost and can be used in countless integrations and automations within the Zoho ecosystem. It does all that the modern cloud file storage should do:
- Team Collaboration: team folders for shared file storage and management.
- Role-Based Access with permission controls.
- Notifications for real-time updates.
- Integrated Office Suite (Zoho Writer, Zoho Sheets, Zoho Creator)
- File Sharing with individuals or teams.
- Version History to track and revert changes.
- Feedback via contextual comments.
- Data Management:
- Supports 220+ file formats.
- Data Discovery using keywords, OCR, and object detection.
- File Categorization with personalized labels and data templates.
- External Sharing:
- Share files with partners using external links.
- Invite guest users with access permissions.
- Advanced Analytics: access stats and activity timeline to track file engagement. Intelligent reports for admins.Â
- File Access:
- Desktop Sync for offline access.
- TrueSync to access files without full downloads.
- Mobile Apps for on-the-go access.
- WorkDrive Genie to edit files using native apps.
- User Management:
- Add users in bulk, set roles/permissions.
- Transfer file ownership.
- eDiscovery to locate any file.
- Restore deleted files.
Zoho Sign
It's well-known that all your cybersecurity measures are as strong as your passwords are (and don't forget about MFA, too!). Meet Zoho Vault, our online password manager. No, Zoho can't see your passwords. No one can. Zoho Sign is a digital signature platform that not only allows you to sign, send, and manage documents. It also verifies signers' identities, collects payments, and supports international signing with full legal compliance. Here at United Parts of Chicago we use Zoho Sign for all our contracts and agreements for Zoho support plans. Here's a short list of what Zoho Sign can do:
- Document Management: Import from various sources. Cloud backup for signed copies. Supports multiple file formats.
- Remote Collaboration: real-time comments, reminders to expedite signing, recall documents when needed.
- Document Signing: multiple signature options. Simple workflows for collecting signatures. In-person signing. Mobile signing via apps.
- Customization and Integration: templates for frequently used documents. Can be integrated with multitude of applications using Zoho Flow, webhooks, and Zoho Sign API. Branding options.
- Vernacular signing in multiple languages.
- Security and Compliance: MFA, audit trails, legally binding signatures, bank-level encryption (AES-256).
One of the most popular solutions with Zoho Sign is creating documents based on the Zoho Writer templates using the data from the CRM's Deals module and sending the agreements for signing. A free version of Zoho Sign is available for single users.Â
Zoho Vault
It's well-known that all your cybersecurity measures are as strong as your passwords are (and don't forget about MFA, too!). Meet Zoho Vault, our online password manager. No, Zoho can't see your passwords—no one can. They're encrypted. Here at United Parts we store all our passwords in Zoho Vault. Key features include:Â
- Password Sharing
- Password Autofill
- Access Management.
- Convenient Login (just a passphrase)
- Security Alerts
- Granulated Access Control
- Auditing
- Help Desk Integration (with Zoho Desk, of course)
- Emergency Access
- Real-Time Monitoring
- Password Updates.
- Reports
- IP Restrictions
- Data Backup
- Enterprise Features
- Mobile Access
Zoho Vault exists in the forever free version, too.Â
Zoho Meeting
Oh, that Zoho Meeting—the name speaks for itself again! Our team spends many hours in Zoho Meeting, an online meeting software for all video, audio conferencing, and webinar needs. We use it instead of Zoom or Google Meetings because it's convenient and does not require any installation on the attendee's end (Zoom does). Key features of Zoho Meeting include:
- Virtual meeting rooms that level up physical conference rooms and allow joining hybrid online meetings as a team.
- AI-powered transcriptions and keynotes.
- Session analytics.
- Up to 5,000 webinar attendees in one session.
- Mobile apps to start meetings from anywhere.
- Secure sessions using SSL/128-bit AES encryption protocols.
- Meeting recordings.
- Ability to join meetings by dialing in using 100+ local dial-in numbers and 55+ toll-free numbers from different countries.
- Ability to launch or join meetings and webinars right from a browser without downloads.
- Calendar management.
- RSVP and reminders to collect RSVPs from invitees and send automated email reminders.
- Private meetings that can be locked.
- Virtual backgrounds.
- Online whiteboards for real-time collaboration.
- Live polls.
- YouTube streaming.
- Chat between organizers using the instant chat option.
- Ability to share session materials.
- Polls, Q&A, Allow to Talk, Raise Hand features to get to know the attendees better.
- Business phone calls.
Being a part of Zoho One and other Zoho bundles, Zoho Meeting also offers a forever free plan. The best way to see how Zoho Meeting works is to book a meeting with us!Â
Zoho Notebook
Zoho Notebook is a digital notebook, a pocket-sized note-taking app that syncs to the cloud and across devices—an alternative to Google Keep and Evernote if you will. It has many useful features, like handcrafted covers, color-coded note cards, gestures, secure sharing, passcodes, and Touch ID for added security. As is expected for such an app, Zoho Notebook Essential is free, while Zoho One users enjoy the far more extended Business version.
Finance
Zoho’s finance applications listed here can also be licensed separately (i.e., Zoho Books alone) or as the Zoho Finance Plus bundle. There’s also a free version of Zoho Books for solopreneurs and micro businesses. All Zoho Finance applications share the same organization profile settings and allow multiple (but separate) organizations.
Zoho also offers its payment gateway, Zoho Payments, to process credit card and ACH payments. It has lower transaction fees than Stripe or other competitors.
Zoho Books
Zoho Books is one of the most popular Zoho One apps because it's an online accounting software, and every business needs accounting. Zoho Books directly competes with QuickBooks, FreshBooks, and Xero. It's available on mobile and desktop, allowing users to access their accounts anytime and anywhere. Zoho Books provides all the necessary features for accounting in one place and is a part of what we call Zoho Finance: Zoho Books, Zoho Invoice, Zoho Inventory, Zoho Expense, and Zoho Payroll. Key features of Zoho Books include:Â
- Core Accounting Functions: Invoicing, sales orders, bills, purchase orders, projects, banking, inventory, expenses, and document management.
- Financial Management: Managing cash flow, tax compliance, funds, and donations. It also offers bank reconciliation to ensure accuracy between bank statements and business records.
- Receivables and Payables: Streamlining invoice generation and payment tracking. Also, managing vendor bill payments and expense tracking.
- Tax Compliance: Tracking sales tax, payments to vendors, and generating reports.
- Inventory Management: Tracking items, setting prices, managing stock levels, and integrating with e-commerce platforms.
- Project Accounting: Managing project budgets, tasks, timesheets, and client billing.
- Reporting: Generating financial and operational reports to understand business performance with over 70 built-in customizable reports.
- Collaboration: Facilitating communication between teams, customers, suppliers, and accountants. Zoho Books also has dedicated portals for customers and vendors (here's our portal, for example).
- Automation: Automating tasks like recurring expenses, invoices, payment reminders, and revenue recognition.
- Customization: Personalizing settings, fields, templates, and reports to suit specific business needs.
- Global scalability: Managing transactions in multiple currencies and languages.
Zoho Books also provides comprehensive resources for understanding the taxes and offers valuable insights into finance and accounting. It has integrations with other Zoho One apps and third-party platforms, and uses security measures such as data encryption and special accountant role access.Â
Zoho Books is a part of Zoho One, but also available as a standalone app or as a part of the Zoho Finance Plus bundle. A free version is offered for for solopreneurs and micro businesses. Here at United Parts, we use Zoho Books for all our accounting needs.
Zoho Inventory
Zoho Inventory is an inventory management and order fulfillment platform that can work alongside Zoho Books or as a standalone application. One of the most popular Zoho One apps, it can be used in many scenarios by large distributors, brick-and-mortar stores, resellers, and anyone needing a flexible, robust inventory management system. One of our customers, a large distribution business from Pennsylvania, is one of the biggest Zoho Inventory users in the U.S., running a stock of over 10K items solely on the Zoho platform since 2020.Â
Key features include:
- Item Management: group, customize, manage, and track items from a single application. Create categories based on attributes and customize bundles. Multi-warehouse management to track stock across locations.
- Serial and batch tracking using unique identifier codes.
- Customer Lifecycle Management: Manage operations from order acceptance to dispatch, eliminating repetitive information entry.
- Packing slips generation: obtain real-time shipping rates, and print shipping labels.
- Vendor Relations Management: manage vendor transactions and bills in one place. Create price lists for regular vendors and automatically update prices.Â
- Backorders and drop shipments.Â
- Integrations: Zoho Inventory offers many native integrations to expand business reach. We also offer a custom Zoho Inventory/WooCommerce integration, tailored for the distribution businesses.
- Post-shipment updates to customers.
- Integration with marketplaces and shopping carts.
- Electronic Data Interchange (EDI) through Crossfire EDI integration. We can also build custom EDI integrations for any existing EDI provider.
- Integration with Zoho Books for accounting.
- Barcode scanning to auto-fill item information.
- Inventory reports.
- Warehousing: Utilize multi-warehouse management, transfer orders, picklists, and bin locations.
Zoho Billing (former Zoho Subscriptions)
Zoho Billing is an end-to-end billing platform that manages customers' subscriptions, recurring payments, and other billing models. For example, we use Zoho Billing at United Parts of Chicago for our Zoho support plans.
Key features of Zoho Billing (note that some functionality overlaps with Zoho Books; also both the apps are using the same organization profile settings):
- Product Catalog: management of multiple products or services, including standalone items and combinations, under one platform. It supports various pricing models, such as flat, volume, and tiered strategies. Price lists allow setting custom rates for specific customers or items, and discounts can be managed through coupons with defined validity and redemption limits.
- Billing: combines invoicing, expense management, project billing, and recurring (subscriptions) billing.
- Lifecycle Management: subscriptions can be created, managed, paused, canceled, reactivated, or extended, with support for upgrades and downgrades. Free trials can be set up, customized, and extended, with automated reminder emails to maximize conversion opportunities.
- Global payments through integrated payment gateways, including credit and debit cards, online banking, and ACH.
- Customer Portal: provides customers access to their transaction history. They can view, accept, and comment on quotes, edit their information, receive notifications, and share invoices. The portal also provides access to timesheets and project details.
- Reporting and Analytics
- Customization and Automation: real-time updates on subscriptions, payments, and invoices through webhooks. Allows customized workflows based on triggers and the customization of quotes, invoice templates, and customer portal invitation emails. Custom Schedulers automate recurring tasks and reports.
- Integrations with accounting, CRM, collaboration, and other Zoho One apps. Zoho Billing also integrates with Zoho Cliq and Slack for team collaboration.
- Security and Compliance: data protection and compliance with regulations. Role-based access to control information access and is compliant with EU-GDPR, PCI-DSS Level 1, and HIPAA.
Zoho Expense
Zoho Expense is a specialized expense management software that automates expense reporting, management, and reimbursement for businesses of all sizes. Its functionality includes receipt scanning, mileage tracking, customizable approvals, policy enforcement, and audit compliance.Â
Zoho Expense is especially effective when it works in parallel with Zoho Books, providing the Books with the expense flow generated by your business. You can scan the receipts on the go using the Expense mobile app and even automate the expense tracking by forwarding the digital receipts (emails) from different services and vendors. They will be automatically recognized and included in the expense reports. Key features include:
- Receipt management
- Receipt scanning
- Mileage tracking
- Region-specific per diem allowances
- Petty cash management
- Expense reports
- Travel management
- Purchase requests
- Approvals
- Policies, budgets, and expense rules
- Audit and compliance
- Integrations with Zoho Books, other accounting platforms, rideshare platforms, and third-party apps like G Suite, Office 365, and Slack.
Zoho Expense is offered in the forever free version, too.
Zoho Invoice
Zoho Invoice is a basic invoicing application whose functionality is vastly overlapped by Zoho Books. As a standalone application, Zoho Invoice makes no sense for businesses with full-scale accounting processes because they use Zoho Books or its competitors. However, it can be a good first step for microbusinesses and solopreneurs when they simply need to issue an invoice but nothing else.
Key features:
- Creating and sending invoices
- Can be integrated with other Zoho One apps, including Zoho Sign.Â
Besides being a part of Zoho One applications, Zoho Invoice is totally free.Â
Zoho Checkout
Zoho Checkout allows users to create custom, branded payment pages without writing code or using hosting services; it supports one-time and recurring transactions via Stripe, 2Checkout, Authorize.Net, Paypal, Razorpay, Paytm, ICICI Bank, and Forte. While other Zoho One applications, such as Zoho Books and Zoho Campaigns, offer payment pages and customer portals, Zoho Checkout's most popular use cases are nonprofits, training institutions, and other businesses with simple transactional processes.Â
Key features and benefits of Zoho Checkout:
- Payment page creation
- Payment collection: payment pages can be shared on websites, in emails, or on social media. It also processes credit card payments.
- Mobile accessibility: payment pages are tailored to fit any screen and are responsive across all devices.
- Security: uses SSL encryption to protect customers' credit card information and is PCI compliant.
- Customization: send customized thank you notes and receive notifications for each payment.
- Analytics: Zoho Checkout runs real-time analytics on successful payments to track revenue and follow up on lost opportunities.
- Integrations: Zoho Campaigns, Zoho Books, Zoho Cliq, Zoho Flow, MailChimp, and custom integrations via API.
Zoho One users will enjoy the Zoho Checkout Professional plan, while a free version is available as a standalone app.Â
HR
Zoho People
Zoho People is a cloud-based human resources management system (HRMS). It provides a centralized and flexible system for managing various HR functions:
- Core HR functions: supports the entire employee lifecycle, beginning with onboarding, which includes a new hire portal, customizable workflows, and checklists.
- Attendance and leave trackers.
- Shift schedules.
- Integration with Zoho Books for the precise payroll management.
- Includes Corporate Learning Management System (LMS).
- The employee self-service portal empowers employees to manage their information, apply for leave, and submit approvals, reducing the administrative burden on HR.
- Feeds and collaboration tools, similar to social media platforms.Â
- Extensive customization of forms and workflows.
Like many Zoho One apps, Zoho People is included in its Enterprise edition. It also can be purchased as as standalone app.Â
Zoho Recruit
Zoho Recruit is an all-in-one talent acquisition platform for staffing agencies and internal HR teams. It's a complex and multifaceted application, packed with a vast array of features:
- Applicant Tracking System (ATS): centralizes the hiring process, providing tools to source candidates, screen and evaluate applicants, and manage the recruitment workflow.
- Sourcing: Zoho Recruit allows posting jobs to over 75 job boards.
- Screening and Evaluation: facilitates candidate assessment through custom assessments and background checks. AI-powered tools aid in resume parsing, applicant rating, and candidate identification through semantic matching
- Candidate Retention: workflow triggers help automate and manage each step of the hiring process to minimize candidate drop-off.
- Recruitment CRM: Beyond traditional applicant tracking, Zoho Recruit functions as a recruitment CRM, helping to build and maintain a comprehensive candidate database and engage passive candidates.
- AI-Powered Matching.
- Collaborative Hiring.
- Remote Interviewing: supports remote interviews through live video calls or one-way video recordings.
- Client Empowerment: the agency's clients can submit job requests, shortlist candidates, and collaborate with their peers through a dedicated client portal.
- Mobile Accessibility.
- Customization and Integration: integrates with other Zoho products (such as Zoho CRM, Zoho Sign, and Zoho Analytics) and third-party applications (such as Outlook and LinkedIn). API for the custom integrations.
Zoho Recruit is offered as a Zoho One application, as a standalone platform, and has a forever free version for freelance recruiters or recruitment agency startups.
Legal
Zoho Contracts
Zoho Contracts, a relatively recent addition to the Zoho One apps list, is a contract lifecycle management (CLM) platform designed to manage and automate contract workflows. As a standalone app or as a part of more complex integrations with Zoho Sign and Zoho CRM, Zoho Contracts can be particularly useful for lawyers and legal departments. Its key features include:
- Predefined Templates: Access a library of templates for common contracts like NDAs and MSAs. These templates serve as a starting point, which can be customized as needed
- Instant Contract Creation: Generate contracts by simply adding contract and counterparty information into a form manually of via any integration you want. For example, create contacts on the fly using the data from the Zoho CRM's Deals module.
- Built-in Document Editor based on Zoho Writer.
- Document Assembly: A clause picker allows contract authors to search for and insert clauses easily from a clause library.Â
- Collaboration: share and comment before releasing the contract for signing.
- Negotiation: send contracts for negotiation to counterparty contacts via password-protected links, without requiring the counterparty to have a Zoho account.
- eSignature: Securely send contracts for legally binding signatures via Zoho Sign.
- Dashboards and reports.
- Approval workflows.
- Version control.
- Central Repository: Store all contracts in a single, searchable repository with an audit trail.
- Lifecycle Management: amendments, renewals and extensions, and letter templates:
- Gain/Loss Calculations.
Similar to many Zoho One apps, Zoho Contracts is also available a standalone product. Â
Business Processes
Zoho Flow
Zoho Flow is a primary integration hub for all the Zoho One apps—and beyond. Playing the same role as its competitor, Zapier, Zoho Flow, one of the key Zoho apps, allows codeless, trigger-based integrations between more than 1000 (and counting) applications. You can also write custom functions in Deluge and utilize webhooks, emails, and RSS feeds to trigger the flows. Virtually every Zoho implementation includes Zoho Flow, and we like it so much that some of our Zoho case studies have become official Customer Success Stories.Â
Key features include:
- Visual workflow builder.
- 1,200+ ready-to-use workflow templates.
- On-Premises Integration.
- Triggers: workflows can be initiated by various triggers, including app events, webhooks, schedules, URLs, RSS/Atom feeds, and incoming emails.
- Monitoring and troubleshooting allows users to track changes to their workflows, review previous versions, and add comments.
- Auto-rerun capabilities for failed executions.
- Audit trails.
- Custom functions.
Zoho Creator
Zoho Creator is an application for creating new applications or, speaking more formally, a low-code application development platform. It is irreplaceable if you need something that cannot be done by the existing array of Zoho One applications. For us, Zoho Partners, Creator is also a go-to app for implementing functionality that the existing Zoho solutions cannot maintain. Key features of Zoho Creator include:
- Visual builders and readymade code blocks
- AI-assisted migration tools
- Data Visualization and Analytics
- Workflow automation
- Built-in connectors and APIs
- Deployment flexibility: You can host apps in Zoho's cloud, deploy them in public clouds like AWS, Azure, and Google Cloud, or install them on your on-premise servers.
- Customer portals
- Zoho Deluge
Despite being dubbed a low-code platform by Zoho, Creator requires good programming knowledge and some system architect-level skills. As usual, Zoho Creator can be used as a Zoho One application or purchased separately.Â
Zoho Analytics
Zoho Analytics is an AI-powered self-service BI (Business Intelligence) and analytics platform. It can gather data from various sources and create custom reports, dashboards, and tables using the codeless report builder, API, and direct SQL requests. Almost any Zoho One application has its own reporting module (where applicable), but if the standard reporting capabilities aren't enough, Zoho Analytics comes to help. Its key features include:
- Data Integration from various sources including databases, business apps, files, and feeds.
- Tools for Data Preparation, including modeling, cleansing, and transforming data.
- A Metrics Layer for consistent management of business metrics.
- Versatile Data Visualization options with charts, dashboards, and geo-visualization.
- Generative AI capabilities with a conversational assistant and guided insights.
- Predictive AI for forecasting and anomaly detection.
- A DSML Studio for building machine learning models.
- Tools for creating Unified Business Insights by connecting to various business apps.
- Options for Collaboration using data stories.
- An Embedded BI feature to integrate analytics into applications.
- Flexible Deployment options, including cloud, on-premise, and public/private cloud.
- Mobile Access through dedicated mobile apps.
- Data Security measures.
- Options to extend functionality through APIs, SDKs, and a marketplace.Â
Zoho One includes an Enterprise editions of Zoho Analytics.Â
Zoho DataPrep
Zoho DataPrep is an AI-powered data preparation and management tool for cleaning, transforming, and enriching various datasets. It's a relatively new addition to the Zoho ecosystem, which immediately gained popularity for data migration purposes. Zoho DataPrep's key functionality includes:
- Data pipelines
- ETL (Extract, Transform, Load) capabilities
- Import files from anywhere: CSV, XML, XLS, JSON from local storage, FTP servers, URLs, or from cloud drives such as Google Drive, WorkDrive, OneDrive and more.
- Import from various business applications like Zoho CRM, Zoho Analytics, Salesforce, and many others.
- Drag-and-drop visual pipeline builder for precise data movement.
- AI Capabilities: integrates Ask Zia, a generative AI assistant, to generate data transformations using natural language.
- "Transform by Example" feature powered by OpenAI.
- Cataloging and Governance.
- Version history tracking.
Being a Zoho One application, Zoho DataPrep also available for free with certain limitations.Â
Are You Ready to Try Zoho One?
Our certified Zoho consultants will help you to implement Zoho One or fix the issues with the existing implementation.Â
We run our business solely on Zoho One apps and have helped many customers fully leverage the power of Zoho solutions.
