Zoho One Full Product Overview – 2022

What an amazing year 2021 was for Zoho One, or should we say ZO21. Not only did ZO21 present a new unified dashboard, but they also delivered 6 new applications, 300+ integrations, and over 150 new features. Many of the products within the suite got complete UI overhauls, new major versions were released, and CRM released an industry-first codeless design tool.

Zoho calls Zoho One “The Operating System For Business”, and that it is. With 40+ applications, we cover each and every single one. Skip ahead through the video below to learn more about each product or continue on reading for a quick overview of each Zoho Product. And if you want to learn more click on each product’s title to jump to their individual resource libraries!

Zoho Ones New Interface

Before we dive into all the different applications, one big update this year was Zoho One’s new interface. Now when you go to one.zoho.com, you can access your various applications on a side navigation bar once you pin them. Which, for some, that use many applications being able to navigate between them in the same tab. They also introduced a consolidated dashboard, bringing your data across Zoho into one homebase.

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Sales

Zoho CRM, or as we like to call it “the gateway drug into Zoho”, is by far one of Zoho’s strongest applications and most commonly used.

Benefits – The CRM is it is highly customizable compared to other tools out there. Workflow management and tasks that can be done on the fly are just a few features worth mentioning in the arsenal that comes with this product.

Drawbacks – Not everyone likes the look and feel, but they are working constantly to improve this and even released a customization tool called Canvas this past year. Kanban views are also lacking.

Our Rating Yes. This is a product that is very well developed, constantly improving, and serves as the home base for all of your data.


Zoho Bigin - Zenatta

Bigin is kind of an outlier to the Zoho One Suite. If you are familiar with Pipedrive, that is Bigin. A simplified version of Zoho CRM, yet still extremely powerful.

Benefits – The simplicity of Bigin. It makes it easy for salespeople that are out in the field to be able to quickly.

Drawbacks – None. Overall it is an excellent application for what it does.

Our Rating Yes. This lightweight on-the-go CRM is an all-around best-in-class product.


Zoho Booking - Zenatta

Booking is a tool that allows a customer to book a resource based on calendar availability.

Benefits – It does integrate with Zoom.

Drawbacks – It doesn’t have a reliable calendar integration, which oftentimes will cause multiple bookings.

Our Rating No. One of the few no’s on our list just because it needs to fix the double bookings.


Marketing

Zoho Campaigns - Zenatta

Zoho Campaigns is a platform used for email marketing. This tool allows for single email blasts as well as drip campaigns.

Benefits – Synchronizes perfectly with Zoho CRM. Great and reliable email marketing mailing tool.

Drawbacks – This year, they did a major overhaul releasing two-way synchronization, but due to some issues, this was withdrawn. This missing feature, which is close, is the only major drawback.

Our Rating Yes. This has been a rock-solid application for a long time.


marketing automation app logo

Zoho Marketing Automation was released a few years back and has a lot of the same functionality that Zoho Campaigns has, along with website tracking features.

Benefits – Synchronizes perfectly with Zoho CRM. Great and reliable email marketing mailing tool.

Drawbacks – It is too buggy. Deliverability and data being tracked are inconsistent.

Our Rating No. Zoho has plans to fix this product and tie it in better with Campaigns, but at the time we would recommend just using campaigns.


survey

Zoho Survey is an outbound survey application used to collect data from both internal and external leads/contacts.

Benefits – Very easy to use and deploy with excellent branching logic and a great CRM integration

Drawbacks – None.

Our Rating Yes. Best-in-class survey tool.


Zoho Forms

Different then Zoho Survey, Zoho Forms are forms that allow you to share as a link or embed to capture data along with advanced tracking of UTM parameters.

Benefits – Great integration across multiple Zoho Applications, can trigger workflows and is highly customizable.

Drawbacks – None.

Our Rating Yes. Best-in-class form tool.


Social Media Management

Zoho Social Improves Image Handling

Zoho Social is an application for managing all of your Social Media accounts from one location. Integrates with Facebook, LinkedIn, Twitter, YouTube, and Instagram.

Benefits – Great reporting, team collaboration tools built-in, centralized social media management, and CRM lead automation.

Drawbacks – None. Overall an excellent application.

Our Rating Yes. This continuously receives quality updates and improvements year after year, keeping it best in class.


Web Tools

sites-256

Zoho Sites is a basic website builder that allows you to create a website quickly with blogging, business, and photography capabilities.

Benefits – Zoho has excellent hosting servers, the product is very simple to use, and integrates with other Zoho applications.

Drawbacks – There are very few plug-ins and templates to choose from. The templates you can choose from aren’t the most mobile-friendly.

Our Rating Maybe. This product has some limitations if you want a more advanced site.


pagesense

Zoho Pagesense is a tool that monitors everything on your website including visitors, locations, A/B testing, heatmaps, and more.

Benefits – A/B testing and Heat Mapping can be extremely useful in making improvements to your site.

Drawbacks – Inconsistent results of tools and metrics.

Our Rating Maybe. Occasionally, the tool seems to have some bugs.


Zohp Sales IQ - Zenatta

Zoho SalesIQ is another tool you can embed on your website, which gives you visitor tracking information along with chat widgets.

Benefits – In 2021, they released SalesIQ 2.0, which came with codeless bot building, making the automated chatbots much easier for anyone to configure. The real-time tracking and dashboards are fully functional with excellent reporting.

Drawbacks – None, this product does everything it is meant to do extremely well.

Our Rating Yes, it truly is the Swiss Army Knife of web tracking.


commerce

Zoho Commerce is essential a modified version of Zoho Sites that has similar functionality to products such as Shopify or WooCommerce.

Benefits – Easy to set up and great Zoho Inventory integration. Price lists flow into Zoho Commerce.

Drawbacks – Limited functionality and back-end product management.

Our Rating Maybe, due to limitations.


Event Management

Zoho Backstage App - Zenatta

Zoho Backstage is an event management software that allows you to create an events page, vendors page, manage your events, hybrid events, print badges, and more.

Benefits – This product does it all for event management and is easy to use. The biggest benefit is Zoho doesn’t take a commission on ticket sales unlike most other similar solutions out there.

Drawbacks – None.

Our Rating Yes, a best-in-class event tool for in-person, virtual, or hybrid events.


Support

desk

Zoho Desk is Zoho’s help desk application that hosts tickets, knowledgebase, and client portal.

Benefits – Easy to set up and fully functional help desk software. 2021 brought a new and improved UI which makes its overall look and feel much better. A TON of extensions.

Drawbacks – Support related to serial-related inventory.

Our Rating Yes, this product continuously gets updated and has a ton of extensions created month over month.


assist-256

Zoho Assist is remote desktop software that allows you to log into someone’s computer to provide them assistance.

Benefits – Simple to use and secure, with multimonitor support.

Drawbacks – None.

Our Rating Yes, does everything you’d want with a remote connect tool.


Like Zoho Assist, Zoho Lens is an augmented reality support tool that allows users to connect via mobile phone.

Benefits – Easy to use with great annotation features built in to point to things the user is sharing through their camera.

Drawbacks – None.

Our Rating Yes.


Communication

Zoho Mail Admin Console Gets a Much Needed Overhaul

Zoho Mail is a mail client, but it can also be your mail hosting service as well.

Benefits – It has exceptional integrations with the Zoho Applications, streams for internal communication, task management, and great interface.

Drawbacks – IMAP support is a little tough, with minor issues occasionally, and some deliverability issues.

Our Rating Maybe. This application goes back and forth from Yes and Maybe.


TeamInbox allows organizations to share emails as a group. In most cases, though Zoho Desk would be a go-to solution instead, but for smaller organizations, a shared inbox also works well.

Benefits – Very easy to set up with seamless integration to Zoho Mail.

Drawbacks – Lacks external integrations.

Our Rating Yes, it does everything it was designed to do well.


Zoho Cliq - Zenatta

Cliq is an internal team collaboration communication tool that allows you to organize conversations and information easily amongst your organization.

Benefits – Easy to set up, excellent integrations to other Zoho applications, bot capabilities, and really the sky is the limit on what you want it to do within your organization.

Drawbacks – None.

Our Rating Yes, it does everything you want and more.


Project Management

projects

Zoho Projects is a Gantt chart-style project management tool.

Benefits – Great team task management features, solid integration with Zoho CRM and Sprints, and great for templated processes.

Drawbacks – This isn’t the best fit if you have a rolling task list.

Our Rating Yes, when it comes down to it project management tools are what works best for you, but this is an excellent solution for many.


sprints

Zoho Sprints is a clutter-free agile tool used for project management by breaking a project into smaller sections.

Benefits – Simple and easy to use, with great Zoho application integration.

Drawbacks – Lacks many 3rd party integration tools that many who would use this product need.

Our Rating Maybe, due to lack of 3rd party integrations.


Collaboration

connect

Zoho Connect is an intranet that you would use as a hub of communication for your company. Such as town halls, forums, manuals & guides, and tasking systems for simple Kanbans.

Benefits – Well-built task management system with a ton of features.

Drawbacks – Lack of integrations with other Zoho applications.

Our Rating Yes.


workdrive

Zoho WorkDrive is an online cloud storage file management system, very similar to OneDrive or Google Drive.

Benefits – Very generous storage limits, tagging and metadata on files/folders, and granular sharing controls.

Drawbacks – None.

Our Rating Yes, a fantastic application that integrates beautifully with other Zoho applications.


meeting

Zoho Meeting is a digital meeting solution similar to Zoom.

Benefits – Awesome UI, constant improvements, great integrations with other Zoho applications.

Drawbacks – Only assigns meetings via Zoho Bookings and recording quality isn’t the best.

Our Rating Maybe, but this should be a yes by the end of 2022.


zoho learn tile

Zoho Learn was released in 2021 and out of the box is an excellent internal LMS.

Benefits – Great for internal training and easy to use. Create manuals, quizzes, courses, etc with ease.

Drawbacks – Can’t import quizzes.

Our Rating Yes, out of the box a well-designed and thought-out application.


Office

writer

Zoho Writer is a cloud-based word processing tool similar to Google Docs or Microsoft Word.

Benefits – Not only is it a great word processor, but it integrates beautifully with other Zoho applications.

Drawbacks – None

Our Rating Yes, great tool with constant improvements.


sheet

Zoho Sheets is a spreadsheet application very similar to Excel.

Benefits – Full-featured with constant improvements. Great charting and function capabilities as well.

Drawbacks – None

Our Rating Yes, great tool with constant improvements.


notebook

Zoho Notebook is a lightweight note-taking tool similar to Evernote.

Benefits – Easy to use with a great interface and browser integration.

Drawbacks – No integration to Zoho CRM and sharing permission are a little wonky.

Our Rating Maybe, needs some minor tweaks and CRM integration.


show

Zoho Show is a presentation software very similar to Powerpoint.

Benefits – Great selection of templates and page automation. Pulling data in from other applications is a huge plus.

Drawbacks – None.

Our Rating Yes.


Productivity

Zoho Sign Gets The Full iOS 14 Treatment

Zoho Sign is a complete digital signature application that allows you to send documents for signature.

Benefits – Excellent integration with the CRM, Sign Tag for Sign Field automation works great, and is very simple to use. Also, if it comes in about half the price compared to most other companies per document being signed.

Drawbacks – Poor user and access controls.

Our Rating Maybe, just needs the drawbacks fixed to be a Yes.


vault-256

Zoho Vault is a best-in-class password management solution that has excellent integrations and is secure.

Benefits – This past year it got a new UI, improved extensions for all the main browsers, and security enhancements.

Drawbacks – None.

Our Rating Yes, secure and does an excellent job.


Finance

books

Zoho Books is an online accounting software that serves as the home base for all your financial applications in the Zoho suite. In essence, this is very similar to Quickbooks.

Benefits – The ability to send out digital estimates, excellent CRM integration, and easy to use.

Drawbacks – Minor issues with the setup of bank fees and No integration with major payroll providers.

Our Rating Maybe, until payroll provider gets fixed.


invoice

Zoho Invoice is a stand-alone invoicing software solution.

Benefits – Allows you to send invoices, pay online, great integrations with the CRM, and easy to migrate to Books.

Drawbacks – None.

Our Rating Yes.


checkout

Zoho Checkout is a solution to allow a user to purchase items through this tool.

Benefits – Very simple to use for a single product E-commerce solution.

Drawbacks – Doesn’t do much. Very limited after someone buys the product to do anything else.

Our Rating Maybe, no API, and other than a stand-alone payment page not many use cases for it.


expense

Zoho Expense is a tool that your employees can use to report their expenses.

Benefits – Excellent mobile application that allows your employees to scan their receipts and submit them. Does have a Quickbooks integration.

Drawbacks – Lacks some overall functionality that other applications similar to this offer.

Our Rating Maybe, just missing a few features.


payroll-256

Zoho Payroll is a payroll management solution.

Benefits – Great integration with Zoho Books.

Drawbacks – Limited features and lack of places that it can be used.

Our Rating No, lacks W2 services for most states.


Operations

inventory

Zoho Inventory is an inventory management solution that allows you to manage stock, fulfill orders, and control the inventory of products.

Benefits – Integrates with other Zoho applications and is great for basic inventory.

Drawbacks – Some challenging integrations with sites such as Shopify and advanced inventory tracking.

Our Rating Maybe.


subscriptions

Zoho Subscriptions is a great tool that helps you with subscription management whether it be monthly or yearly automated billing.

Benefits – It is very easy to get this set up, put it on your website, and collect money.

Drawbacks – It is not great for product subscriptions and it also has some tendencies to create duplicate customers.

Our Rating Maybe, just needs better product subscription and license management.


Human Resources

people

Zoho People is a complete HR solution. It allows you to automate your entire HR process.

Benefits – The most features we have ever seen in an HR solution and has excellent timesheet management.

Drawbacks – It is way too much. Too many features on top of a confusing UI make it a very difficult product to learn and use.

Our Rating Maybe, it needs some simplification of its tools and some minor functionality tweaks.


recruit

Zoho Recruit is a cloud-based applicant tracking system (ATS) that provides diverse, end-to-end hiring solutions for staffing agencies, corporate HRs, and a temporary workforce.

Benefits – Integrates with most job boards and has a very slick integration to Zoho Recruit.

Drawbacks – No IMAP integration for email and could use an interface overhaul.

Our Rating Maybe, just needs a few small tweaks.


Legal

contracts tile

This product was released in 2021 and allows businesses to use lawyer-approved contracts to create for their business.

Benefits – Tons of templates and contracts to choose from.

Drawbacks – Has a “clunkiness” feel to it.

Our Rating Maybe, this is a very new product that needs some minor updates.


Business Process

Zoho Creator - Zenatta

Zoho Creator is a low-code app that allows you to build your own application.

Benefits – The sky is the limit on the applications you can build with this. A very versatile tool.

Drawbacks – Occasional mystery bugs.

Our Rating Yes, an excellent application with tons of power.


flow-256

Zoho Flow is a developer-focused tool that could easiestly be described as the Zapier for Zoho.

Benefits – An excellent way of importing external data into Zoho via webhooks.

Drawbacks – Slow and not dependable for complex integrations.

Our Rating Maybe, this leans more towards the yes, it just needs some of the drawbacks improved.


Zoho Analytics is a part of a BI suite that helps you sort and analyze data to create dashboards, reports, and more.

Benefits – Excellent data connectors for both internal Zoho applications as well as external providers. Also, data manipulation can be done within the application itself.

Drawbacks – UI can be a little confusing at first.

Our Rating Yes.


dataprep tile

Zoho DataPrep allows you to take data and transform it. The AI saves you a lot of time of having to do changes yourself.

Benefits – Great for processing large databases and cleaning up data prior to importing it into Analytics or CRM.

Drawbacks – Small preview of the data you are looking at.

Our Rating Yes, for being a new application it is great and will only get better.


Ready To Get Started With Zoho One?

Though you may not need every application this bundle is cheaper than many applications paired together. Don’t forget, if you want to learn more about each application simply click on the images above or visit our resource library. Of course, if you want professional help and assistance we are always here to help at Zenatta. Drop us a line and we’d be happy to see how we can help your business implement Zoho One.

Billy

Senior Web Developer

Billy is a Wordpress Developer with an eye for design. His knowledge will help our company website and client sites meet their goals. Billy and his young family have just moved to Ashland Oregon, and are looking forward to exploring the area’s amazing beer, wine, and food. He also has a passion for synthesizers and drum machines.

Lucas Sant'Anna

Senior Developer

With a background in Operations Research and Data Analysis, Lucas is a Brazilian programmer that likes to get stuff done quickly and reliably. In previous jobs, he implemented industrial job scheduling, fleet management and detailed long-haul route optimization – among other data-driven processes – to reach objectives of increased profit and reduced wasted resources. His goal is to make Zoho fully automated and with more meaningful data for spot-on decisions.

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