Zoho

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A comprehensive cloud software suite offering applications for businesses' end-to-end needs, serving 100 million+ users.

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What is Zoho?

Zoho offers beautifully smart software to help you grow your business. With over 80 million users worldwide, Zoho's 55+ products aid your sales and marketing, support and collaboration, finance, and recruitment needs—letting you focus only on your business. Zoho respects user privacy and does not have an ad-revenue model in any part of its business, including its free products.

Key benefits of using Zoho?

Efficient business processes: Help your team stay productive by defining and building efficient processes for your business. Zoho CRM can help you ensure that standards are followed while processes are executed.

Mobile accessibility: Zoho CRM mobile ensures that your team has access to important CRM data, no matter where they are. A sales rep in the field can pull up information about nearby customers or drop by for a meeting on the go.

Data security and compliance: You can rest assured that your customer data is safe in Zoho CRM data centers, safeguarded by top-of-the-line physical and digital security mechanisms.

Zoho Features

These are some of the core Zoho features:

Leads
Contacts
Accounts
Deals
CRM views
Sales Forecasting
BCC dropbox for email
Email insights
Macros
Multiple currencies
Contextual custom related lists
SalesSignals
Custom signals
Advanced filters
Scoring rules
Assignment rules
Reminders
Email parser
Email Association with Deals
Wizards
Multiple pipelines
Multiple Scoring Rule
Recurring Activities
Page customization
Rename tabs
Custom fields
Picklist history tracking
Custom links
Web tabs
Custom modules
500 modules
Custom buttons
Sandbox
Configuration type
Page layouts
Canvas view
Canvas Detailed View
Layout rules
Validation rules
Subforms
Translations
Custom list views
Tab groups
Workflow rules
Approval process
Schedules
Active Blueprints
Webhooks per day
Email notifications per day
Review process
CommandCenter
Data enrichment
Zia voice
Zia reminder
Best time to contact
Macro suggestion
Zia intelligence for automation
Prediction builder
Assignment suggestion
Workflow suggestions
AI for emails
Recommendation engine
Image validation 20 rules/org
Recommendations Notifications
Standard reports
Custom reports
Schedule reports
Charts
KPI
Funnels
Target meter
Comparator
Cohorts
Quadrants
Standard dashboards
Custom dashboards Unlimited
Webform analytics
Webform A/B testing
Analytics Mobile App - Analytics Studio
Analytics - Enhancements in Anomaly Component
Workflow reports
Enrich data with Twitter profile
Enrich data with Facebook profile
Social tab
Automated lead generation from social media
Social interaction from leads/contacts
Email templates Unlimited
Email opt-out
Website visitor tracking
Mass email
Email relay
Email authentication
Marketing campaigns
Marketing attribution
Custom segmentation
Auto responders
CRM for Google Ads
WEBFORMS AVAILABILITY
Web-to-lead form
Web-to-contact form
100 forms/ module
Web-to-case form
Notify owner
Gamescope
Calendar
Calendar sync
Calendar booking
Status updates
Direct messages
Attach files to feeds
Follow-up Rules
Groups for team collaboration
Tagging
Products
Price Books
Quotes
Sales Orders
Invoices
Vendors
Purchase Orders
Inventory Templates
Cases
Solutions
Web-to-case form
Business hours
Case escalation rules
Portals
Folder sharing
Attach documents
File versioning
Reviews
Free storage/org
Free storage/user license
Additional file storage
Data storage
Additional storage per user license
Additional data storage
Data storage
Additional storage per user license
Additional data storage
Import data (per batch)
Export module data
Free data backup
Additional data backup
De-duplicate data
Import history
Profiles
Organization hierarchy
Reporting hierarchy
Field-level security
Data sharing rules
Groups
Record-level sharing
Data encryption
Territory management
Audit logs
Allowed IPS
GDPR Compliance
Multiple Organization Support
Client Scripts
Mobile SDK
Web apps SDK
Widgets
Connections
API Unlimited credits/day/org (2000/user license).
Functions Unlimited credits/day/org (1000/user license)
Telephony and PBX
Team collaboration
Office productivity
Plug-in for Microsoft Outlook
Integration with Microsoft 365
Zoho CRM contextual gadget for Gmail
Export events to Google Calendar
Export to Google Tasks
CRM web forms for Google Sites
Synchronize Google Calendar
Synchronize Google Contact
SalesIQ - Visitor Tracking & Sales Intelligence
Brands
Company favicon
Company logo
Roles and permissions
Chat volume per month
Departments
Proactive chat trigger rules
Chat routing rules
Visitor routing rules
Block IP
Abusive content management
Chat translation
Chat transfer
Group chat with customers
Chat history Unlimited
Concurrent chat limit
Brand-specific business hours
Department based email configuration
Email templates Unlimited
Company profile enrichment
Operator chat monitoring
Live tracking dashboard
Number of visitors tracked per month
Lead scoring rules
Company scoring rules
Custom chatbots
Answer Bot
Visitors
Contacts
Company
Export People data
Offline messaging
Visitor-side chat history
Reopen a chat
Credit card masking
File sharing
Click to call
Screensharing
Articles
FAQs
UAQ
Canned replies
Small talks
Business terms
Website
Mobile app
Email Signature
Telegram
Widgets
Brand-specific widgets
Form controller
Admin webhooks
Data webhooks
Daily reports
Weekly stats
Monthly stats
Wordpress
OpenCart
Joomla
Drupal 7
Drupal 8
OSCommerce
Cs-cart
Magento
WooCommerce
PrestaShop
Sharepoint
Facebook
INTEGRATIONS AVAILABILITY
Zoho CRM
Zoho Desk
Zoho Assist
Zoho Analytics
Zoho Campaigns
MailChimp
Zendesk
Salesforce CRM
ClearBit
Leadberry
Cloud telephony and PBX
Desktop Apps
Operator Mobile App
Apple TV App
E-mail tickets
Comment in ticket
Spam tickets
Ticket history
Ticket resolution note
Ticket tags
Product based Ticket Tracking
Customer Happiness Ratings
Suggested articles
Merge tickets
Split tickets
Clone ticket
Ticket timeline
Time entry
Approvals
Team ownership
Ticket sharing
Send as email
Quick Ticket View (Peek View)
Response Editor with rich text support
Advanced Search
Response Draft
Table View
Search Facet
Snippets for Faster Response
Email Templates in Reply Editor
Work Modes
Keyboard Shortcuts
Review Ticket Replies
Gamescope for Agents
Real Time Updates in Ticket List & Detail View
Real Time Ticket Count in Starred Views
Team Feeds
Agent Collision Detection
Agent Collision Chat
Agent Collision Reply Avoidance
CUSTOMER SUPPORT CHANNELS
Email channel
Help center
Advanced webforms
Community Forums
Telephony
Live Chat
Notification rules
Custom functions in workflows
Schedules
Field watching
Direct Assignment to Agents and Teams
Round-Robin Ticket Assignment by Load Balancing
Active Blueprints
Transitions per Blueprint
Common Transitions per Blueprin
Fields and Actions per Transitions
State Level SLAs & Escalations
Custom Functions in Blueprints
Multi-Level Escalations
Customer Based SLA
Contract Management in SLA
Business hours
Holiday list
Custom email templates
Customize tabs
Custom Views
Customize form fields
Custom fields
Custom ticket status and status grouping
Field Dependencies
Teams
Ticket Templates
Department Specific Layout
Layout Rules
Validation Rules
Reply Assistant
Sentiment Predictions
Ticket Auto Tagging
Anomaly Notifications
KB Conversation Assistant/ASAP
Custom Domain Mapping
Remote Authentication
Multi Language Support
Multiple department Support Tracking
All-department view of tickets
Department Based Signatures
Department Specific Product Handling
Private Knowledge Base for Agents
Public Knowledge Base
Knowledge Base Dashboards
Community
Community Dashboard
Community gamification
Article versioning
Google Analytics Integration
Themes Gallery
CSS Customization
Custom Widgets
Multi-brand Help Center
HTML Customization
Contact & Account Information Management
Private Notes for Contacts & Accounts
Dedicated Owners for Contacts & Accounts
Contact & Account Insights
Deduplicate Contacts & Accounts
Contact & Account Custom Fields
Merge Contacts
Merge Accounts
Follow Contacts & Accounts
Contact to Product Association
Custom Views for Customers
Secondary Contact (Cc's)
Contacts to Multiple Accounts
Manual Ticket Time Tracking
Auto Ticket Time Tracking
Activity Time Tracking
Billing Preferences
Product Based Ticket Tracking
Associate Products to Contacts
Associate Products to Accounts
Dedicated Owner for Products
Custom Fields for Products
Custom Views for Products
Standard Reports
Prepopulated Reports
Custom Reports
Export Reports to CSV, XLS or PDF
Custom Dashboards
Ticket Overview Dashboard
Headquarters Dashboard
Response, Resolution & FCR Dashboards
Ticket Status Dashboard
Customer Happiness Dashboard
Knowledge Base Dashboard
Community Dashboard
Calls Reports and Dashboards
SLA Dashboards
Telephony Agent Availability
Schedule Reports 100
Blueprint Dashboard
All Department Analytics (Global Reports and Dashboards)
In-Product Call Notifications
Call-to-Ticket Conversion
Answer Over-The-Web
Answer Over-The-Phone
Call Logging
Call Transfer
Call Recording
Call Hold
Call Mute
Business Hours Configuration
Non-Business Hour Management
Call Queue Handling
Outbound Calls
Missed Call Management
Custom Greeting Configuration
Call Routing (Sequential & Simultaneous)
Call Waiting Message
Caller History
Voice Mail
Real-time Agent Availability
Call Reports and Dashboards
Multi-Level IVR
Field-level Access Control
Data Sharing
Export Data
Import Data
Import History
Migration from other help desk
Mobile SDK
API
SMS Add-on
Zoho Desk App for iPad, iPhone and Android devices
Radar App for Zoho Desk
Single Sign-on
Projects - Project Management & Collaboration
BASICS AVAILABILITY
Projects Unlimited
Client Users 5 * No. of user licenses purchased
Storage Space 120 GB
Project Templates 30
Pages & Chat All projects
Chronology Gantt chart
Milestone Gantt chart
Resource utilization chart
Advanced Task / Issue Reports
Tags
Project Feeds
Task management
Document sharing
Import from MS Project
Calendar & Forums
Google Apps Integration
Project Custom Status
Task Custom Status
Subtasks
Task Duration (Hours/Days)
Reminders
Project Timeline Gantt
Task Dependency
Task layout
Sync Google Tasks
Time tracking
Export projects
Custom Views
Recurring Tasks
Timesheet approval
Time Log restriction
Blueprint for Tasks
AI Chatbot powered by Zia
Project Budget
Work - Planned Hours (Planned vs Actual Report)
Business Hours
Weekends & Holidays
Strict Project
Task Rollup
Critical Path
Baseline
Project layout

Zoho Pricing

Zoho Discount

There are no Zoho discounts available at the moment. However, we're working hard to bring you exclusive Zoho discounts soon. So make sure you sign up to get notified when a deal goes live.