Zoho software: everything you need to know

September 23rd, 20206 min read

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You must have heard of Zoho software if your organisation automates its business processes. If you haven’t heard about Zoho software, you will now. In this article, you will learn everything you need to know about Zoho software.

Zoho is popularly known for its cloud-based Customer Relationship Management (CRM) solution. It is one of the top brands of the reputable tech company, Zoho Corporation. Zoho Corporation was founded in 1996 by Sridhar Vembu and Tony Thomas in Pleasanton, California.

The company’s headquarters is based in Chennai, India and focuses on web-based business tools. This include an online office suite and IT management softwares. 

Zoho offers applications for business process management, workflow productivity and collaboration in organisations.  

Zoho has 40+ applications from CRM to project management, finance, email marketing, office suite, invoicing, IT help desk and social media.

Currently, it has over 40 million users with small businesses forming the majority of its clientele. 

In September 2005, Zoho Corporation launched Zoho Office Suite. In June 2006, Zoho CRM software was launched with features such as sales force automation, customer service, invoices, quotes, orders and marketing.

Zoho applications can be categorised under: Zoho CRM, Zoho Mail, Zoho Books, Desk, Recruit, Analytics and Zoho Creator software. These are used for: sales and marketing, email and collaboration and finance operations. They also give you access to IT and help desk, human resources, business intelligence and custom solutions.

Zoho bundles

  • Zoho One: this has 40+ integrated apps to automate business processes.
  • CRM Plus: for companies that desire a unified customer experience.
  • Workplace: provides all tools for work in one integrated suite.
  • Finance Plus: this handles all sorts of business finance activities.
  • Creator Plus: for digital automation.
  • People Plus: provides a unified HR solution.
  • IT management: aligns IT solutions to business activities.

Zoho Recruit

Zoho Recruit is a web- based software for SMBs. It uses an applicant tracking system (ATS). The ATS sorts resumes, automate job posting, schedule interviews, customise company’s career pages and store resumes.

With Zoho Recruit you can create a customised career webpage where job openings are listed. You can also manage applications for multiple jobs. Job seekers can login, set up profiles and apply for multiple jobs. It saves your company, time and prevents repetitive data entry.

Features
  • Candidate Status.
  • Careers Website page.
  • Embed Resume Form.
  • Google apps integration.
  • Import from Zoho CRM.
  • Create job openings.
  • Emails Inside Zoho Recruit.

Zoho People

Zoho People is a cloud-based human resource (HR) software. It offers a complete suite of business applications for small and medium size businesses. It is user friendly and can automate your company’s HR processes. With Zoho People software, you can ensure better productivity of your employees.

The system features include: employee self service, leave management, time tracker, form customisation, attendance management etc. You can customise various types of leaves while your employees can apply for leave online. 

Zoho People also gives you access to all employee details from role to experience level, location and leave type. The employee self-service feature allows your employees to access their own records. They can also update them in compliance with the company’s regulations. While live feed features notifies employees of relevant policies and information. 

Zoho People software integrates with Zoho CRM, Zoho invoice, Zoho Books, Zoho Mail, Zoho Recruit, Zoho Expense, Zoho Analytics, Zoho Projects, Zoho writer, Zoho vault and Zoho Sign. It also integrates with other third-party applications.

Features
  • Timesheets
  • Leave management
  • Employee self-service
  • Attendance management
  • Intuitive Form builder
  • Performance appraisal management
  • HR Process automation
  • In-built HR forms.

Zoho Books

Zoho Books is an accounting software which you can use to manage your business’ financial activities. Zoho Books manage bills, inventory, banking, mobile accounting and invoices. It is suitable for you if you run a small business. As it will allow you to manage your business finance more effectively.

This software is intuitive and can also be used to create and send customised financial forms online. As well as to generate accounting reports for important business decisions.

Features
  • Supports various operating systems.
  • Project management and tracking.
  • Automated workflows
  • Operates in 10+ languages, including English, German, and Japanese.

Zoho Inventory

Zoho Inventory is a popular inventory management software for you if you run a fast scaling SMB. It will automate your company’s inventory processes. It has cloud retailers and built-in shipping services. It will also help you track deliveries. Its tracking solutions support iOS and Android devices. 

Features
  • Sales analytics
  • Data import and export.
  • Extensive integration.
  • Inventory optimisation
  • Automated reordering

Zoho One

Zoho One provides you with an all in one platform. It has over 40 applications for you to use for your business. So you can manage sales, marketing, finance, workflow, team collaboration and projects. With Zoho One, you can manage all your company’s data on one platform online.

Features
  • Multi-device anytime, anywhere access.
  • Browser-Based Conferencing.
  • 35+ business applications.
  • Facilitates an integrated business operation.
  • Private Team Social Network.

Zoho CRM

Zoho CRM is a leading software used by millions of people across the world. It is user-friendly and has an excellent sales pipeline, contact management and lead management

Zoho CRM allows you to automate daily tasks. It also enables you to manage customers’ accounts and information. While offering apt forecasts that help in the conversion of leads to purchasing customers.

Features
  • Full usage of social networks
  • Automation of key sales activities
  • Real-time access to vital business data.
  • Efficient lead management
  • Dedicated mobile app.

Zoho Sites

Zoho Sites is a user friendly website builder which you can use to build premium websites. You can use Zoho sites even if you don’t know how to code. It uses a drag-and-drop feature to make website building easy. 

Zoho Sites supports mobile devices which means you can build websites with your mobile device. Its free version has basic features. But it is best to use the paid plans if you need more advanced functions.

Features
  • E-commerce Toolkit
  • Pre-built themes
  • Dynamic Content Management
  • Custom 301 Pages
  • Drag-and-drop Builder

Zoho Projects

Project management has been made easy with Zoho Projects. Teams can create projects and monitor ongoing projects. Zoho Projects automates your project management with various tools. Thus, making the management of projects from start to completion easier and faster.

Features
  • Knowledge sharing
  • Global and project dashboards
  • Team productivity
  • Project planning and collaboration.
  • Expense tracking.

Zoho Desk

Zoho Desk is a support software which you can use to provide excellent customer support to your customers. Zoho Desk has analytics functions and extensive support channels. This will help your company build better relationships with customers. : 

Features
  • Agent productivity
  • Reports and analytics.
  • Essential help desk tools.
  • Call center software.
  • Ticketing system. 

Zoho Social

Zoho Social is an intuitive social media management software that connects companies to target audiences. With Zoho Social, you can monitor your social media marketing performance. You will also be able to manage your various social networks, schedule unlimited posts, monitor keywords performance and deliver engaging content.

Features
  • Single window management.
  • Automatic and bulk scheduling.
  • Reports and analytics.
  • Multi-channel marketing.
  • Brand mentions.

Zoho SalesIQ

Zoho SalesIQ is a website monitoring software. SalesIQ helps you to monitor and analyse customers behaviour. This is done through data generated by the software. It allows you to promptly respond to customers’ inquires and provides data for sales and marketing campaigns.

It is suitable for small to big companies. It also provides a live chat software for companies to engage customers. With SalesIQ, you can easily identify prospects. You will also have access to your clients’ site tendencies, location and visiting frequency.

Features
  • Visitors geolocation tracking.
  • Actionable analytics.
  • Intelligent distinguishing new from returning visitors.
  • CRM Data-based proactive triggers.
  • Real-time traffic monitoring.

Zoho Expense

Zoho Expense is an online expense reporting software. It automates expense reporting, simplifies expense approvals and enables the quick disbursement of funds. With Zoho Expense you can automate expense tasks and enter expenses data into the software for analysis.

Features
  • Real-time approval
  • Automated expense accounting
  • Guaranteed policy compliance
  • Auto-scan expense receipts
  • Streamlined multi-level approvals

The world is changing and the era of manual business management is fading. This is being replaced by softwares that minimises human errors and ensures your company achieves its goals. 

Automate your business process now with Zoho to get more sales conversions. Are you already using Zoho but finding it hard to navigate through its applications? Tropic Dreams can provide your company with excellent implementations of Zoho applications.


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