Keep leads, accounts, deals, and follow-up activities together so your sales team knows what happens next. For example, a manufacturer can track an enquiry through qualification, pricing, and approval, with assigned owners and reminders instead of a collection of disconnected spreadsheets.

Give a small team a straightforward way to manage customer pipelines, contacts, and next steps. For example, a local service company can move each enquiry from first conversation to booked work, keeping the history and outstanding tasks visible to everyone involved.

Let customers choose an appointment from your team’s available times, with scheduling rules and reminders that reduce back-and-forth emails. For example, a consulting business can offer discovery calls by service and staff member, then connect bookings to its customer follow-up process.

Design customer journeys that coordinate actions across connected business systems. For example, map what should happen after an enquiry, a missed follow-up, or a renewal date, then configure the conditions and actions that keep each customer moving through the right experience.

Capture new contacts and organize interactions at events instead of losing useful conversations after the show. For example, a sales team can collect attendee details, record context, and prepare targeted follow-up so the next conversation starts with what the prospect actually needs.

Currently listed for US, India, Australia, Europe, and Canada data centres. Availability details

Build marketing journeys that respond to customer interests and behaviour over time. For example, a supplier can nurture a new enquiry with relevant information, segment contacts by interest, and coordinate the handoff to sales after configuring its tracking, consent, and integration rules.

Create email newsletters and campaigns, organize subscribers, and review engagement in one place. For example, a distributor can send product updates to selected customer groups and see which messages attract attention, while maintaining subscription preferences and a consistent schedule of useful communications.

Plan posts, manage social conversations, and review how content performs across supported networks. For example, a business can prepare a month of updates, coordinate approvals, and respond to incoming questions without making each team member switch between several separate social accounts.

Collect structured feedback and turn responses into information your team can act on. For example, send customers a short survey after an installation to understand satisfaction, identify recurring issues, and decide which parts of the delivery experience deserve attention next.

Build online forms that collect structured information, files, and requests from customers or staff. For example, replace an emailed job request with a form that captures required measurements and attachments, then configure a connection to create or update the appropriate customer record.

Build and maintain a business website with a visual editor and reusable page layouts. For example, a service company can publish clear service pages and an enquiry form, giving its team a manageable website without needing a developer for every routine content update.

Understand how visitors use your website and test changes designed to improve conversion. For example, compare two enquiry-page layouts and review visitor behaviour before choosing a design, so decisions about wording, forms, and calls to action have evidence behind them.

Bring website chat and visitor engagement into your sales and support process. For example, offer help while a visitor reviews a service page, gather the context of their question, and route the conversation to the appropriate person using configured routing and integrations.

Organize events with tools for registration, agendas, attendees, and event communications. For example, a company running a customer workshop can present the schedule, manage registrations, and keep participants informed from their first sign-up through the day of the event itself.

Manage loyalty and referral initiatives that encourage customers to return and recommend your business. For example, a retailer can define rewards for eligible purchases or referrals, then monitor participation to understand which incentives support repeat business rather than simply giving discounts away.

Create dedicated pages for specific offers and marketing campaigns, with forms and tools to evaluate results. For example, a manufacturer can build a page for one product launch, capture qualified enquiries, and test a clearer call to action without redesigning its entire website.

Manage business listings and customer reviews across supported platforms from a central workspace. For example, a business with several locations can keep contact details consistent and follow up on reviews, making it easier for customers to find accurate information before they visit.

Listed for US, India, Australia, Canada, Saudi Arabia, Singapore, and UAE data centres. Additional locations cost extra. Availability details

Understand how people use your applications and monitor the experience they receive. For example, a team with a customer app can examine feature adoption, performance issues, and feedback to decide what to improve next, after configuring the relevant application tracking and privacy controls.

Confirm data-centre compatibility before deployment; the current FAQ does not list Canada. Availability details

Organize customer support requests as tickets with ownership, priorities, and a visible history. For example, an equipment supplier can route warranty questions to the right specialist and track response times, giving customers a consistent experience as requests move between team members.

Help customers and employees troubleshoot computers through remote support sessions and configured remote access. For example, an IT team can investigate a software issue with the user’s permission instead of trying to diagnose everything over email or arranging an unnecessary site visit.

Guide someone through a physical problem using remote visual assistance and their device’s camera. For example, a technician can help a customer identify the correct component on a machine, explain the next inspection step, and clarify what needs attention before scheduling a visit.

Host business email on your own domain and give staff an organized place for everyday correspondence. For example, a growing company can replace personal inboxes with consistent company addresses, while administrators configure accounts, access, migration, and the domain records needed for delivery.

Keep quick team conversations organized through direct messages, channels, and calls. For example, create a channel for an installation team to discuss daily work and receive configured business notifications, helping people resolve small questions without starting another long internal email thread.

Plan work through tasks, milestones, dependencies, and time tracking so delivery has clear ownership. For example, an implementation team can break a rollout into migration, configuration, testing, and training, then monitor what is ready and what is holding up the next step.

Organize agile work into a backlog and manageable sprints, with visibility into progress and team capacity. For example, a development team can prioritize improvements to a customer portal, agree on the next release, and review unfinished work before planning its next cycle.

Create an internal space for company updates, discussions, and shared knowledge. For example, a business with office and field teams can publish announcements and maintain department groups, giving employees a reliable place to find context instead of relying on informal message chains.

Bring internal knowledge and employee training together through manuals and structured courses. For example, document your quoting process and build an onboarding course around it, so a new employee can learn the approved approach and managers can follow their training progress.

Manage shared conversations with clear ownership and collaboration between staff. For example, a purchasing team can handle messages sent to a common inbox, assign each request, and discuss the response internally so suppliers receive a coordinated answer rather than duplicate or missed replies.

Run online meetings and webinars for customers, prospects, or your own team. For example, deliver a remote training session with screen sharing, walk users through a new process, and use the available meeting tools to keep the conversation focused and accessible.

Store team files in a shared workspace with organized folders and access controls. For example, keep proposals, approved artwork, and delivery documents together for each project, so colleagues can work from the correct files and share material with the appropriate people.

Give teams a shared visual canvas for ideas, planning, and collaborative discussion. For example, map a customer’s journey from enquiry to delivery during a workshop, then arrange notes and decisions together so everyone can see the process they are helping to improve.

Create and collaborate on documents, with tools for templates and document automation. For example, prepare a consistent proposal template and connect it to approved business data, reducing repeated typing while keeping the final document available for human review before it reaches a customer.

Work together on spreadsheets for calculations, analysis, and structured lists. For example, an operations team can compare supplier costs and model different purchasing quantities, keeping its assumptions and formulas in a shared workbook rather than circulating competing copies by email.

Create and present slide decks with collaborative editing and reusable visual elements. For example, a sales team can maintain a shared presentation for customer demonstrations, update the product story centrally, and adapt individual slides for a meeting without rebuilding the whole deck.

Capture notes, checklists, images, and other useful material in an organized personal workspace. For example, a consultant can collect discovery-call notes and reference material by client, making it easier to revisit an idea before turning it into a formal task or specification.

Organize connected business information in a flexible work management tool built around related records. For example, track assets, their assigned employees, and upcoming maintenance together, giving a small operations team more structure than an isolated spreadsheet without immediately commissioning a custom application.

Currently listed for US, India, Canada, and Australia data centres. Availability details

Manage accounting, estimates, invoices, bills, and financial reporting in a connected finance system. For example, a service company can turn an accepted estimate into an invoice and track payment, with its accountant configuring tax treatment, opening balances, and the appropriate regional edition.

Create professional estimates and invoices, record payments, and follow up on outstanding balances. For example, an independent service business can bill completed work and send reminders from one place when it needs a focused invoicing workflow rather than a full accounting implementation.

Capture receipts and organize employee spending into reports with approval rules. For example, a field team can submit travel costs from its phones while managers review exceptions, helping finance collect the supporting information it needs without chasing photographs and spreadsheets at month end.

Create payment pages for collecting one-time or recurring payments through supported gateways. For example, a training business can publish a branded payment page for a workshop, with the currency, payment provider, and payment options configured for its location and business requirements.

Manage employee pay runs, payslips, and related payroll records through a country-specific edition. For example, a Canadian employer can evaluate the Canadian edition for its payroll workflow, confirming provincial coverage, statutory requirements, and the features included in its Zoho One subscription before rollout.

Available in Canada, India, the US, UAE, Saudi Arabia, Bahrain, Oman, Qatar, and Kuwait; edition coverage differs. Availability details

Manage billing for recurring services and other customer charging arrangements, including subscriptions and renewals. For example, a maintenance business can organize recurring service plans and invoice schedules, with payment collection and accounting connections configured to match how the business actually charges its customers.

Track stock, purchasing, sales orders, and fulfilment across your supported channels and locations. For example, a distributor can monitor available quantities and coordinate orders with warehouse staff, while configuring item records and accounting connections so sales and finance work from consistent information.

Build an online store and manage its product catalogue, customer orders, and related operations. For example, a wholesaler can offer selected products online and connect the store to its inventory process, after configuring payment gateways, shipping rules, taxes, and the customer purchasing experience.

Organize employee information and HR processes such as leave, attendance, and approvals. For example, a growing business can replace emailed time-off requests with a clear approval process, giving employees visibility into their requests and managers a more consistent view of team availability.

Manage recruitment through job openings, candidate records, interviews, and hiring stages. For example, an internal HR team can coordinate applications for a new role and collect interviewer feedback in one place. Confirm the included edition, since agency-specific requirements may need a different subscription.

Build custom applications when standard screens and processes do not match the way your business works. For example, create an equipment inspection app with structured forms, approvals, and reports, then configure connections to customer or operational records instead of re-entering the same information.

Bring data together in dashboards and reports that help teams understand business performance. For example, combine sales pipeline and invoicing data to compare booked work with actual revenue, after configuring connectors, matching customer records, and agreeing on the definitions behind each metric.

Connect supported applications through automated workflows with triggers, conditions, and actions. For example, a new enquiry in another system can create a follow-up task in Zoho, once field mapping, connection permissions, duplicate handling, and failure notifications have been configured and tested.

Clean, transform, and prepare data before it reaches reporting tools or another business system. For example, standardize customer names and date formats from several legacy spreadsheets before a migration, helping the team resolve inconsistent records instead of carrying those problems into its new setup.

Automate repetitive, rule-based computer tasks using bots, particularly where a suitable integration is unavailable. For example, a team can configure a bot to transfer information from a legacy interface into a structured workflow, with monitoring and exception handling for cases that need human attention.

Included only in US, Europe, and India data centres. Availability details

Manage the lifecycle of business contracts from preparation and review through obligations and renewals. For example, a service company can standardize its agreement process, track approval responsibilities, and keep renewal dates visible so important commitments do not remain buried in individual inboxes.

Send documents for electronic signature and follow their completion through a defined signing process. For example, a consultancy can send an approved engagement agreement to the required signers and retain the completed record, selecting signing methods appropriate to its document and jurisdiction.

Store and share business passwords through controlled access instead of informal messages or shared spreadsheets. For example, an operations team can provide authorized staff access to supplier portals, review permissions when roles change, and maintain a clearer process for managing shared account credentials.

Collect and analyze security logs to help teams investigate activity across their infrastructure. For example, an IT administrator can review unusual login patterns and investigate alerts from configured sources. Confirm supported sources, data-centre availability, and included retention and collection limits before planning a deployment.

Excluded from Zoho One in China and Saudi Arabia. Availability details

Add multi-factor authentication to account sign-in using a dedicated authenticator app. For example, employees can use an additional verification step when accessing business accounts, reducing reliance on passwords alone while administrators and users establish suitable recovery arrangements for a lost or replaced device.