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Zoho Applications
Find out which apps are best suited for you, your industry and size of company
Clareti offer advanced knowledge of Zoho applications
Initially the range of Zoho applications can seem daunting and quite confusing. Which of the 50+ applications do you need and more importantly which ones don’t you need.
Zoho’s applications fall into some broad categories, Sales & Marketing/Support Tools, HR, Finance and BI/Data Analytics. There are some exceptions to this however these are the main areas.
Tailored to your specific project requirements. Integration of existing third-party data software with Core Zoho Applications for:
Zoho Sales, Marketing and Support Tools
Zoho CRM, Sales IQ and Desk Applications
CRM, Desk, Campaigns and Marketing Automation are the main applications in this area with many ‘support’ tools that can run alongside. Zoho CRM can be viewed as the core database that aggregates data from the other apps into a unified interface.
Zoho HR & Recruitment
Zoho People, Recruit and Workerly Applications
Zoho People and Recruitment are the two key (but very different) applications here. Zoho People is a fully featured HR application. Please talk to us prior to launching into this application. Zoho Recruit is based on the core CRM platform and progresses potential recruits along a pipeline and onboards them. It will work either for internal or agency recruitment although these are two different versions.
BI & Data Analytics
Zoho Analytics Application
Zoho Analytics forms the basis of Zoho’s applications in the BI sector. It is an incredibly powerful data warehouse and visualisation tool and much more besides. We all know the competitors in this space but Zoho Analytics is just better and much cheaper. When allied with Zoho Dataprep it is force to be reckoned with in Business Analytics.
Zoho Finance Software
Zoho Books, Invoice and Check Out Applications
Zoho Books forms the basis of this suite of finance applications and links to all of Zoho’s ecommerce apps. Different versions are offered for regional regulatory variations. Zoho have invested heavily in a full UK based accounting edition which is supported from the UK.
Zoho is available in 'Hub' applications, all-in-one Suites and as individual support apps
When talking to clients we almost always establish what the ‘Hub’ application(s) will be for their implementation. By ‘Hub’ we mean the main application that would normally have a Parent-Child relationship with data in other applications. It is very common for Zoho CRM to be the hub application within a particular architecture.
Zoho CRM’s nature as a general highly customisable relational database with many functional elements allows it to become the ‘main’ application in many architectures. This is not always the case as it will depend on the particular implementation.
Zoho Hub Applications
Zoho CRM
Zoho CRM is a hugely customisable relational database. It has a huge number of functional elements that can be added on to the core database structure such as email integration, pipeline management, user control etc. It often forms the main application of an implementation.
Zoho Desk
Zoho Desk offers a comprehensive solution to support your clients or internal stakeholders as an AI-enabled support tool. It is ideal for organisations that have heavy or very specific support requirements and can form the basis of your internal or external knowledge base.
Zoho Analytics
Zoho Analytics is used as a standalone BI application by tens of thousands of clients worldwide. It will store and analyse data from hundreds of applications and provide a huge variation of visualisation options as well as acting as a platform for integrations and snapshot databases.
Zoho Books
Zoho Books consists of multiple ‘modules’ and links to other applications that makes it a ‘hub’ application and at the core of any implementations that require a financial system at the centre. Whether it is Inventory, Invoicing or Bookings they all depend on the central functionality of Books in order to function correctly and bring the data all together in one place.
Zoho Projects
Zoho Projects is a fully functional project management tool with all of the functionality you need and more but is highly customisable so not to confuse you with functionality you currently don't need. Choose the modules you need and get managing your key projects and tasks safe in the knowledge that Zoho are continually enhancing the application as you work.
The all-in-one suite
A complete operating system design to run your entire business with unified cloud software. 54 Apps, the 'Swiss Army Knife' suite.
Unified CX platform
Zoho CRM Plus unifies your sales, marketing, customer service, and every other customer-facing team on one platform.
Zoho offers a variety of other application suites all of which do have their own benefits. Suites such as Zoho Workplace which targets internal company collaboration combines Zoho Mail, Zoho Calendar, Zoho Writer, Zoho Sheet, Zoho Cliq, Zoho Meeting, and Zoho WorkDrive and Zoho Finance a similar selection of finance based applications. As always Clareti is happy to advise clients on the possible rationale for going down one of these routes or otherwise. Again, often cost is the driving factor.
Zoho Support Applications
Zoho Forms
Build online forms and integrate enquiries straigh to your sales teams. Online forms made easy.
Zoho Survey
Design surveys to reach and interact with your audienc. Zoho Survey turns feedback into actionable insights, all form one platform.
Zoho Sign
Digital signature App for your business. A complete electronic digital signature solution for fast moving business.
Zoho Flow
Automate business workflows by creating smart integrations. With AI and automation, your business can work faster.
Zoho Campaigns
Create, send and track targeted email campaigns that drive sales. Zoho Campaigns' is and all-in-one powerful Email and SMS marketing solution.
Zoho Marketing Automation
Zoho Marketing Automation is a multichannel software solution with features designed to ease the marketing process and generate sales-ready leads.
Zoho Projects
Manage, track and collaborate on projects with teams. Software built for increased productivity and dynamic teams.
Zoho Workdrive
Online files management for teams. Intelligent content management platform for secure, collaborative work.
Zoho Backstage
All-in-one end to end management software. Craft, organise, promote, and execute the most unique event, all through Zoho Backstage.
Zoho Sales IQ
Live chat to engage and convert web visitors. Offering your marketing, sales, and support teams the digital customer engagement tools to communicate with every site visitor.
Zoho Assist
Zoho Assist is reliable, cloud-based remote desktop software, designed to empower businesses with remote support and access capabilities.
Zoho Sprints
Empower your projects with Zoho Sprints - your agile ally for dynamic planning, seamless collaboration, and user-friendly project management.
Zoho Writer
The Zoho online word processor designed for smooth teamwork. Design complex layouts with powerful tools. Build smart business templates and forms.
Zoho Dataprep
Build ETL pipelines faster with the power of AI. Automate data movement and maintain data quality by harnessing the power of Generative AI.
Zoho Contracts
Comprehensive contract management software. Streamline contract lifecycle, improve compliance, mitigate risks, and promote cross-functional collaboration.
...above are some of the most popular support Apps, Zoho has an exstensive range of more than x 60 applications, with interconnecting and stand-alone options - to support all business applications.
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If you are looking for a truly innovative Contract Management Software (CMS) application then Zoho Contracts has been developed with an easy to use interface and a built-in library of contract terms.
Streamline your contract lifecycle
Stop toggling between multiple applications. Zoho Contracts streamlines your entire contract lifecycle, from managing templates and drafting contracts to termination or renewal.
Reduce revenue leakage
Never miss renewals with our automated alerts. Our contextual obligation module paired with advanced analytics helps minimize revenue leakage and maximize value realized from each contract.
Improve compliance
Achieve better control and visibility over your contracts with our central repository and detailed audit logs. Enhance compliance with legally approved templates and automated approval workflows.
Try Zoho Contracts Free Trial
The more we use Zoho Dataprep the more intriguing it becomes. A data preparation tool with incredible workflow capabilities to automate difficult to perform tasks with traditional spreadsheets. Clareti uses it to de-dupe data with its clustering algorithm. Just using the column management tool allows you to understand your data and its ‘nature’ is incredibly valuable and to be able to automatically process and load this data into any one of your applications with its AI enabled interface shouts value.
Automate data movement and maintain data quality by harnessing the power of Generative AI. Extract, Transform and Load data with ease with an intuitive and easy to use interface.
Try Zoho Dataprep Free Trial
Clareti adopted Zoho Writer slowly however a key client project opened our eyes to the phenomenal capabilities that it offers. A truly ground-breaking departure from old fashioned world processor apps with web add-ons; Zoho Writer has been designed to fit seamlessly into an online environment.
Document production becomes easy and obvious with the incredible features of Zoho Writer. Re-learn how to produce brilliant online documents which can be saved in the traditional formats if you must. You won’t look back once you’ve experienced Zoho Writer as a modern alternative.
Try Zoho Writer Free Trial
If Zoho Projects doesn’t suit your style of project management and you require a more agile approach then Zoho Sprints will fit that bill. Streamline work items by using different work item types and organize them more efficiently with tags and checklists.
Manage work items within active sprint cycles using a flexible, intuitive scrum board. Create custom workflow statuses, monitor progress, and ensure timely delivery. Gain a clear view of your team's workload, monitor progress, set work-in-progress limits to prevent burnout, and optimize workflows for continuous improvement.
Try Zoho Sprints Free Trial
Outsourced IT & MSP support
Provide attended remote support and remotely access computers anywhere in the world with ease, using our remote control software. With remote desktop software, you can manage remote computers efficiently and improve customer satisfaction.
Customer support
Provide attended remote desktop support to any Windows, Mac, Linux, iOS, Android, or Chromebook device. Establish remote PC access to troubleshoot faster and ensure customer satisfaction.
IT help desks
Empower your IT help desk with remote desktop support software to resolve customers’ issues. Speed up resolution time and deliver outstanding service.
Try Zoho Assist Free Trial
Zoho SalesIQ is two applications in one. It is an excellent web tracking tool to identify visitors to your website without being tied into another application. From the moment it is loaded onto your website it logs who visits and when. When a contact engages with your organisation through a chat or a link in an email their web history is automatically loaded into your CRM system. Imagine the value of knowing the details of a prospects visit to your site when contacting them and understanding their needs.
The second part of SalesIQ is a fully featured chat and self-service knowledge base application on your website. Clients can self-serve key articles and chat/call/email directly with your support team.
Try Zoho SalesIQFree Trial
A dedicated business focussed events tool with own branded local language microsites to prepare, advertise and run your events. From preparing events to printing passes and reminding people to attend, everything is contained in one application that integrates flawlessly with Zoho CRM and other marketing systems.
- Website builder
- Ticketing system
- RSVP management
- Paid or free events
- Event check-in
- Sponsorship management
- Abstract management
- Certificate builder
Whether your events are online, in-person or a hybrid you can use Backstage as a reliable platform to manage all aspects of your events. A simple low-cost event management approach directly focused at business clients and able to be integrated with all Zoho and other 3rd party systems.
Try Zoho Backstage Free Trial
Why not break free of the tied and tired online storage tools that come bundled with other applications and use a tool that is specifically designed to make your life as easy as possible. A huge feature set frees you from the limited capabilities and functionality of dictated solutions.
- Centralize your files, collaborate in real time, and automate workflows
- Build custom document workflows, including reviews, approvals, and archiving, via a visual, no-code builder. Files move through stages automatically, stakeholders get notified—nothing gets lost in someone's inbox.
- Connect WorkDrive to any system in your stack
- Create superb natively online documents with Zoho Writer and mail merge for easy client documents and send for digital signature all from Workdrive.
Try Zoho WorkDrive Free Trial
Zoho Projects is a complete project management tool with all the functionality you would expect from a fully featured application. Switch from your existing tool to Zoho Projects and save money and time and join a huge community of like-minded people who have realised the benefits of the Zoho.
- Task Management
- Task Automation
- Time Tracking
- Team Collaboration
- Charts and Reports
- Issue Tracking
- Gantt charts
Try Zoho Projects Free Trial
Zoho Marketing Automation is a multichannel software solution with features designed to ease the marketing process and generate sales-ready leads. It incorporates Zoho Campaigns as an email sending tool and allows complex journeys and landing pages to be created.
- Design effective landing pages and plan automated multichannel campaigns to reach out to leads at the right time and produce more conversions than other conventional methods.
- Build your pipeline with targeted marketing approaches to keep your sales team busy.
- Increase your campaign’s conversion rate by automating your lead nurturing campaign to reach prospects with personalised messages at the right time and in the right channel, whether it’s SMS,WhatsApp, email, or social.
- Reduce the gap between sales and marketing with a unique lead attribution model.
- Track all campaign performances from a single dashboard and understand which campaigns bring in qualified leads.
- Invest more in the campaigns that convert prospects to paying customers.
Try Zoho Marketing Automation Free Trial
Campaigns is an easy to use, straightforward bulk email application with a full range of features which allow engaging and segment specific emails to be created.
Templates
Effortlessly create stunning emails in no time with our elegant pre-designed email templates. Customize the available pre-built templates, create your own, or import your own templates to send your winning campaigns.
Contacts
Add, manage, organize, track, and grow your contacts to send highly targeted email campaigns that always hit the mark. Leverage forms to grow your list and segment as deeply as you'd like—so your audience feels that extra touch of personalization.
Automation
Automate email campaigns, nurture leads, maximize audience engagement, and boost conversions with smart email workflow automation. Customize pre-built workflows or create your unique lead nurturing journey to leverage the power of automation.
Optimisation
Personalize content, A/B test email elements, experiment with CTAs, and optimize emails for devices. Advanced campaign analytics, send time optimization, and a robust deliverability infrastructure make Zoho Campaigns your go-to email marketing platform.
Try Zoho Campaigns Free Trial
Zoho Flow Features
Flow is a much underrated application. It is Zapier but optimised for Zoho applications and is much more reasonably priced. There are thousands of applications available. Build integrations exactly how you visualize them using Zoho Flow's no-code features, logic elements, and custom functions. Create, maintain, and automate your workflows—now faster, easier, and AI-powered.
- Generate workflows from plain text with AI assistance
- Visual editor
- Trigger workflows from multiple sources – apps, webhooks, schedules etc.
- Monitor and troubleshoot workflows easily
- Get alerted for failures and fix and automatically rerun with ease
AI that makes decisions
Your workflow can lead to multiple scenarios, but now you don't have to anticipate and configure for all of them. Define possible actions, and let AI decide and perform the right one.
Replace extensive decision boxes and logic elements with a single AI step. Keep your workflows lean, readable, and easier to manage.
Provide natural language prompts to give Zia specific instructions. Zia acts on what you tell it, giving you control over exactly what happens.
Try Zoho Flow Free Trial
Zoho Sign Features
Zoho Sign is a true digital signature application that can save a huge amount of money compared with platforms with the same functionality. It is extremely easy to use and integrates fully with Zoho CRM. Send document envelopes easily and track responses as soon as they happen.
- Draft Agreements
- Custom branding
- Signatures in bulk
- Generative AI
- Collaborate with Stakeholders
- Automate Workflows
- ID Verification
- Collect Payments
- Collect Signatures
Documents can be easily imported for signature in a wide variety of formats. Transfer your business documents to Zoho Sign from your desktop or cloud app solutions like Google Drive, OneDrive, DropBox, Box, and Zoho WorkDrive.
Automatically backup signed copies to your favourite cloud app solutions like DropBox, Box, OneDrive, and more for improved data protection and automate workflows at different points in the process or at the end to ensure client satisfaction
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Zoho Survey Features
Improve customer satisfaction, deepen employee engagement, and drive smarter market research using Zoho Survey. It turns feedback into actionable insights, all within one platform and offers a value for money platform which can be fully integrated into Zoho CRM.
For everything from customer experience to market research, you can find a wide array of customizable free surveys, quizzes, polls, assessment and feedback form templates at your disposal. Use our form builder to achieve your specific goals.
Try Zoho Survey Free Trial
Online form features
"Customize your forms, create and share reports, configure email notifications, and track your form's performance—all with one simple tool."
- No code, Drag and drop builder
- Industry tailored form layouts
- Quick build ready made templates
- Track submission rates plus user data
- Integrate with 3rd party apps
CRM Integration
"Forms is tailor-made to sync with Zoho CRM, ensuring a streamlined and efficient data flow right from the moment your respondent hits 'submit'."
Inreased lead generation
Capture more leads using custom forms, making it easier for your customers to engage with your business. Collect better data and monitor your customer's sales journey.