Zoho Software: Everything You Need to Know

Jun 27, 2024

When we talk about running a business and automating your processes, Zoho software suites come to the mind of most people.

This is because, with Zoho, you can replace various cloud applications, outdated tools, and paper-based processes with one operating system for your entire business.

But that’s not even the cool part.

Zoho has over 40+ software applications from CRM to project management, finance, email marketing, office suite, invoicing, IT help desk, and social media that you can use to structure your business.

Whether it’s sales, marketing, HR, finance, operations, remote workplace management, inventory, name it. There’s a software for every business need.

And guess what?

If you have an idea for a business solution you want, but that solution isn’t available on the suite, you can make a custom software for that purpose using Zoho Creator.

So, this means that – with Zoho, instead of using many disjointed digital tools to run your business, you can have just one software suite (Zoho One) that has integrated applications for different company activities.

Now let us look at some of the most popular Zoho products. You can then decide if their products will help your business to grow. And if you need help with purchase, implementation, migration, or troubleshooting, we are here to help you – Just book a free discovery call.

Table of Content  

– List of Zoho Suite of Software Applications

– Brief overview of some popular Zoho software

– How to Purchase Zoho Applications

– How to Take Advantage of Zoho Applications

– Frequently Asked Questions about Zoho Software Applications

List of Zoho Suite of Software Applications  

Zoho offers a comprehensive suite of applications for various business needs. Here is a list of Zoho applications categorised by their functions:

1. Customer Relationship Management (CRM)  

– Zoho CRM

2. Sales and Marketing  

– Zoho Campaigns (Email marketing)

– Zoho Social (Social media management)

– Zoho SalesIQ (Live chat and visitor tracking)

– Zoho Survey (Online surveys)

– Zoho Forms (Form builder)

– Zoho Marketing automation

– Zoho Sites (Website builder)

3. Finance  

– Zoho Books (Accounting software)

– Zoho Invoice (Invoicing software)

– Zoho Expense (Expense management)

– Zoho Subscriptions (Subscription management)

– Zoho Inventory (Inventory management)

– Zoho Checkout (Online payments)

4. Email and Collaboration

– Zoho Mail (Email hosting)

– Zoho Cliq (Team communication)

– Zoho Meeting (Online meetings)

– Zoho Connect (Team collaboration)

– Zoho WorkDrive (File management)

– Zoho Writer (Word processing)

– Zoho Sheet (Spreadsheet software)

– Zoho Show (Presentation software)

5. HR and Recruiting  

– Zoho People (HR management)

– Zoho Recruit (Recruitment software)

6. IT and Help Desk  

– Zoho Desk (Help desk software)

– Zoho Assist (Remote support)

– Zoho Lens (Augmented reality remote assistance)

– Zoho Vault (Password manager)

– Zoho Creator (Custom app builder)

7. Project Management and Collaboration  

– Zoho Projects (Project management)

– Zoho Sprints (Agile project management)

– Zoho Notebook (Note-taking app)

8. Business Intelligence and Analytics  

– Zoho Analytics (Business intelligence)

– Zoho DataPrep (Data preparation)

9. Customer Service  

– Zoho Desk (Customer service software)

10. Office Suite  

– Zoho Writer (Word processing)

– Zoho Sheet (Spreadsheet software)

– Zoho Show (Presentation software)

11. Operations and Others  

– Zoho Creator (Custom application builder)

– Zoho Commerce (E-commerce platform)

– Zoho Sign (Digital signature)

– Zoho Backstage (Event management)

– Zoho Flow (Integration platform)

– Zoho Orchestly now Qntrl (Workflow management)

These applications cover a wide range of business needs, allowing for streamlined operations and integrated solutions across different departments.

Brief overview of some popular Zoho software  

#1. Zoho CRM: Automate Your Customer Management  

Zoho CRM helps businesses manage customer relationships efficiently. It’s suitable for both small businesses and large enterprises. Zoho CRM offers features that can help streamline your sales process, improve customer interactions, and boost your overall productivity.

Key Features:

– Contact Management: Centralizes customer information and tracks interactions.

– Sales Automation: Automates tasks like follow-ups.

– Pipeline Management: Visualizes and tracks sales stages.

– Email Integration: Syncs with Gmail and Outlook.

– Analytics and Reporting: Provides detailed sales reports.

– Mobile Access: Offers a mobile app for on-the-go management.

– Customizable Dashboards: Tailors the dashboard to business needs.

– Integration with Other Zoho Apps: Seamlessly works with other Zoho applications.


– Improved Customer Relationships: Personalised service through detailed records.

– Increased Efficiency: Saves time by automating tasks.

– Better Sales Performance: Helps close more deals with pipeline management.

– Enhanced Collaboration: Facilitates team collaboration.

Why Choose Zoho CRM?

Zoho CRM is user-friendly, affordable, and customizable, making it ideal for businesses of all sizes to enhance customer management and drive growth.

Start using Zoho CRM today and transform your business operations

#2. Zoho Inventory: Streamline Your Inventory Management

Zoho Inventory is a comprehensive tool designed to help businesses manage their inventory effectively. It caters to businesses of all sizes, simplifying stock control and order management.

Key Features:

– Inventory Management: Track stock levels, manage items, and set reorder points.

– Order Management: Handle sales and purchase orders efficiently.

Warehouse Management: Manage multiple warehouses with ease.

– Multichannel Selling: Integrate with online marketplaces like Amazon, eBay, and Etsy.

– Barcode Scanning: Speed up order processing with barcode scanning.

– Shipping Integration: Connect with shipping carriers for easy label printing and tracking.

– Batch and Serial Number Tracking: Track inventory using batch numbers or serial numbers.

– Comprehensive Reports: Generate detailed reports on inventory status, sales, and purchases.


– Improved Accuracy: Minimise errors with automated inventory tracking.

– Enhanced Efficiency: Streamline order and warehouse management.

– Better Stock Control: Keep optimal stock levels with real-time tracking.

– Increased Sales Opportunities: Sell across multiple channels seamlessly.

Why Choose Zoho Inventory?

Zoho Inventory is user-friendly, scalable, and integrates smoothly with other Zoho applications and third-party platforms. It helps businesses manage their inventory, improve order accuracy, and boost overall efficiency.

Start using Zoho Inventory today to take control of your stock management and enhance your business operations.

#3. Zoho Books: Simplify Your Accounting  

Zoho Books is an intuitive accounting software designed to help businesses manage their finances effortlessly. It’s ideal for small to medium-sized businesses, providing comprehensive financial management tools.

Key Features:

– Invoicing: Create and send professional invoices.

– Expense Tracking: Record and manage expenses efficiently.

– Bank Reconciliation: Match your bank statements with transactions.

– Inventory Management: Track and manage your stock.

– Project Management: Track project expenses and profitability.

– Automation: Automate recurring invoices and payment reminders.

– Multi-Currency Handling: Manage transactions in multiple currencies.

– Detailed Reports: Generate comprehensive financial reports.


– Accurate Financial Management: Keep track of all your financial transactions accurately.

– Time Savings: Automate routine accounting tasks.

– Better Cash Flow: Monitor and manage your cash flow effectively.

– Enhanced Compliance: Stay compliant with tax regulations through automated tax calculations.

Why Choose Zoho Books?

Zoho Books is user-friendly, affordable, and integrates well with other Zoho applications and third-party platforms. It simplifies financial management, enhances accuracy, and saves time, helping businesses stay on top of their finances.

Start using Zoho Books today to streamline your accounting processes and boost your business efficiency.

#4. Zoho Projects: Efficient Project Management

Zoho Projects is a robust project management tool designed to help businesses plan, track, and collaborate on projects efficiently. It’s suitable for teams of all sizes, offering a wide range of features to streamline project workflows.

Key Features:

– Task Management: Create, assign, and manage tasks effortlessly.

– Gantt Charts: Visualise project timelines and dependencies.

– Time Tracking: Log time spent on tasks and projects.

– Collaboration Tools: Use forums, chat, and file sharing for team collaboration.

– Milestone Tracking: Set and track project milestones.

– Project Templates: Use predefined templates to start new projects quickly.

– Issue Tracking: Report, track, and resolve issues efficiently.

– Detailed Reports: Generate insightful reports on project progress and performance.


– Improved Planning: Plan and organise projects with clear timelines and milestones.

– Enhanced Collaboration: Facilitate seamless communication and collaboration among team members.

– Better Time Management: Track time accurately to stay on schedule and within budget.

– Increased Productivity: Streamline workflows and automate repetitive tasks.

Why Choose Zoho Projects?

Zoho Projects is user-friendly, scalable, and integrates smoothly with other Zoho applications and third-party tools. It helps businesses manage projects more effectively, improve team collaboration, and boost overall productivity.

Start using Zoho Projects today to streamline your project management and achieve your business goals.

#5. Zoho Recruit: Make Your Recruitment Process Better  

Zoho Recruit is a comprehensive recruitment software designed to help businesses streamline their hiring process. It’s ideal for staffing agencies and corporate HR teams, offering features that cover the entire recruitment lifecycle.

Key Features:

– Applicant Tracking System (ATS): Manage and track all candidate applications in one place.

– Resume Parsing: Automatically extract candidate information from resumes.

– Job Posting: Publish job openings to multiple job boards with a single click.

– Customizable Career Pages: Create and customise career pages to attract candidates.

– Interview Scheduling: Schedule and manage interviews effortlessly.

– Collaboration Tools: Share candidate profiles and feedback with your team.

– Email Integration: Sync with popular email services to communicate with candidates.

– Detailed Reports: Generate reports on hiring metrics and recruitment performance.


– Improved Efficiency: Automate repetitive tasks and streamline the recruitment process.

– Better Candidate Management: Keep track of all candidate interactions and stages.

– Enhanced Collaboration: Facilitate seamless communication between recruiters and hiring managers.

– Data-Driven Decisions: Use detailed reports to make informed hiring decisions.

Why Choose Zoho Recruit?

Zoho Recruit is user-friendly, customizable, and integrates well with other Zoho applications and third-party platforms. It helps businesses manage the entire recruitment process more efficiently, from job posting to onboarding.

Start using Zoho Recruit today to simplify your hiring process and attract top talent to your organisation.

#6. Zoho People: Effective online HR Management Software  

Zoho People is an all-in-one HR management software designed to help businesses manage their human resources efficiently. It’s suitable for businesses of all sizes, offering features to streamline various HR processes.

Key Features:

– Employee Database: Maintain a centralised database of employee information.

– Leave Management: Manage leave requests and track employee leave balances.

– Attendance Tracking: Monitor employee attendance with check-in and check-out features.

– Performance Management: Set goals, conduct appraisals, and track employee performance.

– Time Tracking: Log and manage employee work hours and timesheets.

– Onboarding and Offboarding: Streamline the processes for new hires and departing employees.

– Document Management: Store and manage HR documents securely.

– HR Reports and Analytics: Generate detailed reports on various HR metrics.


– Improved Efficiency: Automate HR tasks and reduce manual work.

– Better Employee Management: Keep track of employee information and HR activities in one place.

– Enhanced Compliance: Ensure compliance with labor laws and company policies.

– Informed Decisions: Use analytics and reports to make data-driven HR decisions.

Why Choose Zoho People?

Zoho People is user-friendly, customizable, and integrates seamlessly with other Zoho applications and third-party tools. It helps businesses manage their HR processes more effectively, improve employee engagement, and enhance overall productivity.

Start using Zoho People today to simplify your HR management and focus on growing your business.

#7. Zoho Desk: Manage Your customer support more effectively  

Zoho Desk is a comprehensive help desk software designed to help businesses manage customer support efficiently. It’s perfect for companies of all sizes, offering tools to enhance customer service and improve response times.

Key Features:

– Ticket Management: Track and manage customer support tickets from multiple channels.

– Automated Workflows: Automate routine tasks like ticket assignment and follow-ups.

– Knowledge Base: Create a self-service portal with FAQs and help articles.

– Multi-Channel Support: Handle customer queries from email, phone, chat, social media, and more.

– Customer Feedback: Collect feedback to improve service quality.

– Agent Productivity Tools: Use macros, templates, and time tracking to boost efficiency.

– Detailed Reports and Analytics: Generate reports on support performance and customer satisfaction.

– Customizable Dashboards: Tailor your dashboard to monitor key metrics.


– Enhanced Customer Satisfaction: Provide timely and effective support to customers.

– Increased Efficiency: Automate repetitive tasks and streamline support processes.

– Better Team Collaboration: Facilitate seamless communication among support agents.

– Informed Decision-Making: Use data and insights to improve support strategies.

Why Choose Zoho Desk?

Zoho Desk is user-friendly, scalable, and integrates seamlessly with other Zoho applications and third-party tools. It helps businesses manage their customer support more effectively, leading to higher customer satisfaction and improved agent productivity.

Start using Zoho Desk today to streamline your support operations and deliver exceptional customer service.

#8. Zoho Workplace: Enhance Your Collaboration and Productivity  

Zoho Workplace is a suite of productivity and collaboration tools designed to empower businesses with seamless communication and efficient workflow management. It’s suitable for organisations of all sizes, offering integrated applications to streamline teamwork and enhance productivity.

Key Features:

– Email Hosting (Zoho Mail): Secure and reliable email service with custom domain support.

– Document Collaboration (Zoho Docs): Create, edit, and collaborate on documents in real-time.

– Online Meetings (Zoho Meeting): Conduct virtual meetings and webinars with HD audio and video.

– Chat and Messaging (Zoho Cliq): Real-time messaging and team collaboration.

– Cloud Storage (Zoho WorkDrive): Securely store, share, and manage files in the cloud.

– Sheet, Writer, Show (Zoho Sheet, Writer, Show): Create and manage spreadsheets, documents, and presentations.

– Project Management (Zoho Projects): Plan, track, and collaborate on projects efficiently.

– Forms and Survey (Zoho Forms, Zoho Survey): Build forms and surveys to collect data and feedback.


– Integrated Collaboration: Seamless integration among applications for streamlined workflows.

– Enhanced Communication: Facilitate real-time communication and collaboration among teams.

– Secure Data Management: Ensure data security with encrypted storage and access controls.

– Remote Work Readiness: Support remote work with mobile access and flexible collaboration tools.

Why Choose Zoho Workplace?

Zoho Workplace offers a unified platform with versatile applications that cater to diverse business needs. It promotes collaboration, boosts productivity, and supports remote work seamlessly. Whether you’re a small team or a large enterprise, Zoho Workplace empowers your organisation to work smarter and achieve more.

Start using Zoho Workplace today to transform your business operations and foster a collaborative work environment.

#9. Zoho Creator: Build Custom Apps Without Coding  

Zoho Creator is a powerful platform that allows businesses to create custom applications tailored to their specific needs, without requiring extensive programming knowledge. It’s suitable for businesses looking to automate processes and enhance efficiency through bespoke software solutions.

Key Features:

– Drag-and-Drop Interface: Easily build applications using a simple drag-and-drop interface.

– Custom Forms and Fields**: Design custom forms with fields that fit your data requirements.

– Workflow Automation: Automate workflows and processes to streamline operations.

– Integration Capabilities: Integrate with other Zoho applications and third-party services.

– Mobile App Creation: Develop mobile apps for iOS and Android devices.

– Data Analytics: Generate reports and analyse data to gain insights into business operations.

– Secure and Scalable: Ensure data security and scalability as your business grows.

– Collaboration Tools: Share and collaborate on app development with team members.


– Customised Solutions: Create apps that address specific business challenges and requirements.

– Time and Cost Efficiency: Reduce development time and costs associated with custom software.

– Empowered Business Users: Enable non-technical users to build and manage applications.

– Integration Flexibility: Seamlessly integrate custom apps with existing systems and workflows.

Why Choose Zoho Creator?

Zoho Creator empowers businesses to innovate and automate processes with custom applications tailored to their unique needs. It simplifies app development, allowing organisations to leverage technology for enhanced efficiency and productivity. Whether you need a CRM solution, project management tool, or any other bespoke application, Zoho Creator provides the flexibility and tools to build it.

Start using Zoho Creator today to transform your business operations and drive growth through customised software solutions.

#10. Zoho One: The Complete Business Suite  

Zoho One is an all-in-one suite of applications designed to run your entire business. It provides a comprehensive set of tools that cater to various business functions, making it ideal for organizations of all sizes looking to streamline operations and improve efficiency.

Key Features:

– Unified Platform: Access over 40 integrated applications covering different business needs.

– Customer Relationship Management (CRM): Manage sales, marketing, and customer support in one place.

– Finance: Handle accounting, invoicing, expense management, and more.

– Project Management: Plan, track, and collaborate on projects efficiently.

– HR Management: Manage recruitment, onboarding, attendance, and performance.

– Collaboration Tools: Use email, chat, document sharing, and online meetings to enhance team collaboration.

– Marketing Automation: Automate email campaigns, social media management, and lead generation.

– Custom App Builder: Use Zoho Creator to build custom applications specific to your business needs.


– Seamless Integration: Enjoy seamless integration between applications for a smooth workflow.

– Cost Savings: Reduce costs by using a single platform instead of multiple disjointed tools.

– Enhanced Productivity: Boost productivity with tools designed to automate and streamline tasks.

– Scalability: Scale your business with applications that grow with your needs.

– Data-Driven Decisions: Make informed decisions with analytics and reports across all business functions.

Why Choose Zoho One?

Zoho One offers a unified, customizable, and affordable solution to run every aspect of your business. By providing a comprehensive suite of integrated applications, it helps eliminate the need for multiple standalone tools, thereby enhancing efficiency and reducing complexity. Whether you’re managing sales, marketing, finance, HR, or projects, Zoho One equips you with the right tools to drive growth and success.

Start using Zoho One today to transform your business operations and achieve a cohesive, streamlined workflow.

How to Purchase Zoho Applications  

You have three options for purchasing Zoho applications: individual apps, bundles, or the all-in-one suite.

1. Zoho One: This is our comprehensive suite, giving you access to nearly every Zoho app with a single account and support number. It’s an all-in-one solution for your business needs.

2. Individual Apps (À la carte): If you only need a few specific apps, you can buy them individually. This option allows you to choose exactly what you need without purchasing the full suite.

3. Bundles: These are packages of related applications. You can buy one, two, or all three bundles, depending on your needs:

   – CRM Plus: Tools for reaching, acquiring, and supporting customers.

   – Finance Plus: Applications for accounting, expenses, inventory management, and more.

   – Workplace: Productivity and collaboration tools to help you get work done.

   – People Plus: A unified HR solution for managing your workforce.

Additionally, we offer a special package:

4. Zoho Africa Digital Enabler: This limited-time offer provides access to 10 essential Zoho apps at 50% off the list price. It’s designed to help you stay connected with your team, manage sales, generate invoices, and grow your business with confidence.

Choose the option that best fits your business needs and start leveraging Zoho’s powerful tools today.

How to Take Advantage of Zoho Applications  

The best way to take advantage of these Zoho Apps we’ve shown you is to work with a Zoho Advanced Partner. A Zoho Advanced Partner can help you purchase these tools at a discount, and also help with implementation, training and support.

Fortunately for you reading this, we are a Zoho Advanced Partner, with expertise across a wide range of Zoho Apps. If you need our help with your Zoho Software needs, you can book a free discovery call with us now. See you on the call where we discuss your unique needs.

Frequently Asked Questions about Zoho Software Applications  

1. Can Zoho One help me create a custom application for my business?

Yes, Zoho One includes Zoho Creator, a platform for developing custom applications tailored to your business needs. Over the past decade, users have created 1.5 million custom apps, including web and mobile apps, using Zoho Creator. If you need assistance, our developer partners are available to help. Contact us for more information.

2. Do I need to manually integrate each Zoho application?

Zoho One offers extensive integrations, with many applications pre-integrated. While some integrations may need to be enabled manually, most are ready to use. If there are specific integrations you need, please contact us to discuss your requirements.

3. Are Zoho’s applications truly comprehensive and functional?

Yes, Zoho offers a broad and deep suite of applications. Each product team operates independently with the goal of being the best in their category. Zoho has been refining this model for over 20 years, ensuring that each app is robust and fully functional.

4. Are Zoho One applications available in my language?

Most Zoho One applications are available in over 10 languages.

5. Can Zoho help me import data from other systems into Zoho One?

Yes, as a Zoho Advanced partner, we can assist you with data migration to Zoho One. Book a free discovery call to start your migration process.

6. Can Zoho One integrate with my existing directory system like Active Directory?

Yes, Zoho can integrate with existing directory systems. To understand your requirements better, please book a free discovery call and provide details about your needs.

7. Do you offer implementation services?

Yes, we provide implementation services. Our network of experienced IT support experts and Zoho Consultants worldwide can assist with your implementation. Contact us to get started.


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