Zoho One is a complete suite of business apps that can help you manage everything from sales and marketing to finance and HR. Think of it as the “operating system” for your business.
In this blog, we’ll break down what Zoho One includes, how much it costs, and how it can save you time and money. Plus, check out our walkthrough video below!
What is Zoho One?
Zoho One is an all-inclusive subscription plan designed to streamline operations across departments like sales, marketing, finance, and more. It includes over 40 applications and offers robust integrations, simplifying workflows for businesses of all sizes.
Key Features of Zoho One:
- Unified dashboard for managing tasks across multiple applications.
- Customizable user permissions.
- Real-time collaboration and communication tools.
- Affordable licensing options for all employees or flexible user pricing.
Pricing Options:
- All Employee Pricing: Requires all W2 employees to have a Zoho One license, offering unbeatable value at a lower price point.
- Flexible User Pricing: A higher rate that’s ideal for businesses needing access for select employees only.
Most businesses start with flexible pricing but eventually transition to all-employee pricing as they realize the value of integrating multiple Zoho tools.
Click here for a more in-depth look into “What is Zoho One?”.
Zoho One Applications
Here is a quick snapshot of all of the applications included in Zoho One. For a more in-depth resources on each including tutorials, pricing, features, and articles visit our resource library.
Analytics
Think of Zoho Analytics as your business’s command center for reporting. It integrates data from CRM, ticketing tools, marketing platforms, and more, allowing you to:
- Create executive dashboards.
- Forecast sales performance.
- Generate detailed commission reports.
Campaigns
This email marketing tool connects directly to Zoho CRM, allowing you to:
- Segment audiences and send drip campaigns.
- Automate responses to leads.
- Note: May have occasional formatting issues.
CRM
The heart of Zoho One, Zoho CRM:
- Manages customer data.
- Automates sales workflows.
- Integrates with virtually every other Zoho app.
- Benefit: Flexible and cost-effective.
Flow
Similar to Zapier, Zoho Flow:
- Automates workflows across apps.
- Reduces the need for custom integrations.
- Benefit: Affordable for budget-conscious businesses.
Lens
Zoho Lens supports remote troubleshooting via:
- Mobile camera access.
- Integration with Zoho Desk for seamless ticket resolution.
Notebook
This note-taking tool organizes ideas with:
- Folders, tags, and rich media options.
- Integration with CRM for context-specific notes.
Projects
Zoho Projects specializes in Gantt chart-based project management:
- Automate project creation from CRM deals.
- Track time and resources efficiently.
- Note: For agile teams, consider Zoho Sprints instead.
SalesIQ
Track website visitors and engage in live chats with:
- Automated chatbots.
- Visitor insights integrated with CRM.
Show
A presentation tool integrated with:
- Zoho Analytics for real-time data updates.
- Collaborative editing for team presentations.
Social
Zoho Social manages your social media presence:
- Schedule posts for multiple platforms.
- Sync lead forms with CRM.
Survey
Zoho Survey collects customer feedback:
- NPS surveys directly tied to CRM.
- Customizable templates for targeted feedback.
Thrive
Manage affiliate and loyalty programs with:
- Customizable point systems.
- Detailed attribution tracking.
WorkDrive
A competitor to Google Drive and OneDrive, Zoho WorkDrive:
- Automates folder creation for new CRM records.
- Integrates with Zoho Writer for seamless document management.
Assist
Zoho Assist is a remote support tool that lets you:
- Access client devices remotely.
- Provide technical support without requiring downloads.
- Note: Lacks voice chat.
Cliq
For internal communication, Zoho Cliq competes with Slack and Microsoft Teams:
- Create chat channels for specific projects.
- Conduct audio and video calls.
- Benefit: Easy migration for Zoho One users.
Creator
Zoho Creator is a low-code application builder perfect for:
- Developing custom apps.
- Extending Zoho CRM functionalities.
- Use case: When native Zoho apps need customization.
Expense
Zoho Expense manages employee reimbursements by:
- Allowing receipt scans and expense reporting.
- Integrating with Zoho Books for seamless accounting.
LandingPage
This tool lets you:
- Build and track high-conversion landing pages.
- Analyze UTM parameters to optimize campaigns.
Zoho Mail integrates email with tools like CRM and Cliq, featuring:
- Internal chat about emails through Streams.
- Email threading and advanced search capabilities.
PageSense
Optimize your website’s performance with:
- Heatmaps and A/B testing.
- Scroll tracking for behavioral insights.
Recruit
Zoho Recruit serves staffing agencies and HR departments by:
- Managing job postings and candidate pipelines.
- Integrating with CRM to streamline hiring.
Sites
Zoho Sites is a basic website builder:
- Good for simple pages or microsites.
- Limited scalability compared to WordPress.
Sprints
Designed for agile project management:
- Plan sprints and track velocity.
- Integrates with Zoho Projects for hybrid workflows.
Tables
A simplified version of Airtable that:
- Syncs with CRM for real-time data updates.
- Manages row-based workflows efficiently.
Vault
Zoho Vault secures your credentials:
- Share passwords safely among team members.
- Autofill credentials with browser extensions.
Writer
Zoho Writer simplifies document management with:
- Mail merge and automation features.
- Collaborative editing for real-time updates.
Backstage
Perfect for event management, Backstage enables you to:
- Sell tickets commission-free.
- Print event badges.
- Manage participant lists.
Commerce
Zoho Commerce enables e-commerce businesses to:
- Integrate products with Zoho Books and Inventory.
- Create price-specific lists for resellers or distributors.
- Note: Less polished than Shopify, but strong inventory integration.
DataPrep
Zoho DataPrep cleans and transforms data:
- Import raw spreadsheets for cleanup.
- Automate data pipelines into other Zoho apps.
- Benefit: Simplifies data preparation.
Forms
Zoho Forms is a versatile form builder that:
- Integrates with CRM, Desk, and Campaigns.
- Collects data directly into your system without middleware.
Learn
Zoho Learn is an LMS platform where you can:
- Create employee training modules.
- Assign certifications for professional development.
Marketing Automation
This tool offers advanced marketing features:
- Web tracking and email drip campaigns.
- Profile stitching for enhanced segmentation.
Meeting
Zoho Meeting handles internal and external meetings:
- Includes video and audio conferencing.
- Offers webinar capabilities, though AV quality may vary.
Payroll
Zoho Payroll manages employee paychecks with:
- Compliance across all 50 states.
- Direct integration with Zoho Books for accounting.
People
An HR platform for managing:
- Employee records and PTO.
- Onboarding workflows and compliance tasks.
SalesIQ
Track website visitors and engage in live chats with:
- Automated chatbots.
- Visitor insights integrated with CRM.
Sheet
Zoho Sheet handles spreadsheet tasks:
- Supports advanced deluge scripting.
- Simplifies data analysis.
Sign
Save costs on e-signatures with:
- Unlimited document sending and signing.
- Integration with CRM for automated contract workflows.
Sites
Zoho Sites is a basic website builder:
- Good for simple pages or microsites.
- Limited scalability compared to WordPress.
Social
Zoho Social manages your social media presence:
- Schedule posts for multiple platforms.
- Sync lead forms with CRM.
Zakia
A POS tool (currently rolling out in the U.S.) designed for:
- Seamless integration with Inventory and Books.
- Managing in-person transactions efficiently.
Zoho One Administration: Simplifying IT Management
Unified Dashboard
The Zoho One dashboard brings all tasks into a single interface, reducing the need for constant tab-switching.
Groups for User Management
Assign applications and permissions based on user roles, automating onboarding and ensuring consistent access control.
Security Features
From multi-factor authentication to IP restrictions, Zoho One ensures your data remains secure.
Integration with External Tools
Zoho One’s Marketplace enables integration with external apps like RingCentral and custom telephony solutions.
FAQs About Zoho One
1. Who is Zoho One best suited for? Zoho One is ideal for small to midsize businesses looking for an integrated suite of tools to manage multiple departments.
2. Can Zoho One replace my existing software? Most likely! With over 40 applications, Zoho One can replace tools like QuickBooks, Slack, Zoom, MailChimp, and more.
3. How difficult is it to migrate to Zoho One? Zoho offers pre-built migration tools for apps like Google Drive, Dropbox, and Slack, making the process straightforward.
Conclusion
Zoho One isn’t just software; it’s a business solution that centralizes operations, improves collaboration, and reduces costs. Whether you’re managing sales, support, marketing, or HR, there’s a Zoho application to meet your needs. Ready to explore what Zoho One can do for your business? Drop us a line to get started today!
