Ostratto

Zoho One: Plan Details

For an unbelievable price, Zoho One offers you the following applications.
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Pricing
Zoho One
Sales
Marketing
Support
Productivity
Finance
HR
Business Process
Zoho One

Zoho Directory

Admin Panel

✓ Single sign-on

✓ Active Directory sync
✓ Centralised user management
✓ 24x5 support
✓ Domain management
✓ Conditional app assignment
✓ Custom fields
✓ Usage stats/reports
✓ Telephony


Application Management

✓ Zoho apps

✓ Creator custom apps
✓ Mobile apps
✓ Directory apps

Security Policies

✓ Multi-factor authentication

    • Biometric factors - Touch ID/Face ID
    • SMS
    • Time-based OTP
    • Scan QR
    • Push notification
    • Yubikey
✓ IP restriction
✓ Password policy

Groups
✓ Customisable group management
✓ Customisable security policies

Sales
 CRM BiginContactManager  Sites Bookings

CRM

​​ 

Salesforce Automation

✓ Leads

✓ Accounts
✓ Contacts
✓ Deals
✓ Sales forecasting
✓ Territory-based forecasting
✓ Macros
✓ Feeds
✓ SalesSignals
✓ Calendar
✓ Calendar synchronisation (CalDAV access)
✓ Advance filters
✓ Gamescope
✓ Tagging
    • 10 tags/record
    • 100 tags/module
✓ Document library
✓ Activities - tasks, events, calls
✓ Reminders
✓ Recurring activities
✓ Multiple currencies
✓ Social (integration with Facebook, Twitter)
✓ Social tab (Facebook & Twitter accounts of the company)
✓ Scoring rules - 30 fields/module
✓ Calendar booking
✓ CRM events with Zoho Meeting
✓ Email association with deals

CRM Analytics

✓ Standard reports

✓ Unlimited custom reports
✓ Scheduled reports - 20 schedulers/employee license or 100 schedulers/day, whichever is lower
✓ Standard dashboards
✓ Unlimited custom dashboards
✓ KPI
✓ Funnel analytics
✓ Target meter
✓ Comparator
✓ Anomaly detectors (powered by Zia)

Zia

✓ Zia reminders

✓ Zia intelligence for automation
✓ Trend analysis
✓ Best time to contact
✓ Macro suggestion
✓ Deal closure prediction
✓ Lead conversion prediction
✓ Zia voice
✓ Data enrichment

Inventory Management

✓ Products

✓ Price books
✓ Quotes
✓ Sales orders
✓ Invoices
✓ Vendors
✓ Purchase orders
✓ Inventory templates

Customer Support

✓ Cases

✓ Solutions
✓ 20 web-to-case forms/module
✓ Notify owner
✓ Case escalation rules
✓ Set business hours
✓ User portals
✓ Portals

Data Administration

✓ Data storage (all modules) - 5 million records (10GB)

✓ 20MB storage per employee license
✓ 10GB additional max purchase limit
✓ Additional data storage/100MB - £4
✓ Import data storage - 30,000/batch
✓ Export module data
✓ 2 free data backups/month
✓ Additional data backup/request - £8
✓ De-duplicate data
✓ 60 days import history

Security Management

✓ 25 profiles

✓ 250 roles
✓ 150 territories
✓ 50 groups
✓ Field-level security
✓ Public read only (in default data sharing settings)
✓ 15 data sharing rules
✓ Audit logs
✓ Record sharing
✓ Data encryption - 5 fields/module

Process Management

✓ Blueprints

✓ 20 blueprints
✓ 10 common transition/blueprint
✓ 5 transition/blueprint
✓ 10 field count during transition

Web Forms

✓ Forms for leads/contacts - 20 forms/module

✓ Approve records
✓ Notify record owner

Product Customisation

✓ Canvas (build your own experience)

✓ Translations
✓ Multi-select lookup - 2/module
✓ Picklist history
✓ 10 home page components
✓ Organize tabs
✓ Rename tabs
✓ 10 custom links/module
✓ Reporting hierarchy
✓ 25 tab groups
✓ 50 custom modules
✓ Layout editor
✓ 3 page layouts/module
✓ Layout rules - 10/module
✓ Sandbox
✓ Validation rules - 10/layout
✓ 2 subforms/module
✓ 2 unique fields/module
✓ 5 custom related lists/module
✓ 50 custom buttons/module
✓ Custom fields - 310 fields/module
✓ 25 web tabs

Automation

✓ Workflow rules

    • 50 rules/module
    • 10 conditions/rule
✓ 5 scheduled actions per workflow rule
✓ Convert action
✓ 5 tasks/action
✓ Reminders for workflow tasks
✓ Email notification
    • 5 email notifications/rule
    • 500 emails/ employee license or 25,000 emails/ day (whichever is lower)
✓ Assignment rules
    • 20 rules
    • 50 rule entries
✓ 3 field updates/action
✓ Webhooks - 1/action, 20,000 calls/day, or 500 calls/employee license (whichever is lower)
✓ Functions - 1 instant action and 5 sheduled actions per rule
✓ Schedules
✓ Approval process

Email

✓ Zoho Mail add-on

✓ Zoho Writer add-on
✓ IMAP
✓ Email insights
✓ BCC dropbox
✓ Plug-in for Microsoft Outlook
✓ Zoho CRM for Office 365
✓ Attachments in email - 10MB
✓ Email parser

Marketing Automation

✓ Campaigns

✓ 1,000 mass emails/day
✓ Unlimited custom email templates
✓ Email opt-out
✓ 3 autoresponders
✓ Schedule mass email
✓ Google ads
✓ Email relay
✓ Website visitor tracking

Integrations

✓ Zoho integrations

✓ CRM Marketplace
✓ PhoneBridge
✓ Motivator
✓ Campaigns
✓ Analytics
✓ Projects
✓ SalesIQ
✓ Desk
✓ Cliq
✓ Survey
✓ Social
✓ Forms
✓ Mail Add-on
✓ Writer Add-on
✓ Finance Suite
✓ Zoho Webinar Integration
✓ Backstage
✓ Creator

Other Integrations

✓ Plug-in for Microsoft Outlook

✓ Plug-in for Microsoft Office
✓ Google integrations

Developer Tools

✓ APIs credits - 1,000,000/day or 15,000 + (number of employee licenses x 1,000), whichever is lower

✓ Functions - 1,000,000/day or 20,000 calls/day + (number of employee licenses x 500), whichever is lower
✓ Functions - send mail - 1,000 emails/day
✓ Widgets
✓ Mobile SDK
✓ Web apps SDK
✓ Connections

​​

Bigin

✓ 50,000 records

✓ Multiple pipelines

✓ SalesSignals

✓ 5 webforms

✓ Products

✓ Custom dashboards

✓ 25 workflows

✓ Tasks

✓ Email notifications

✓ Field updates

✓ Tags

✓ Email templates

✓ Email insights

✓ IMAP

✓ Mass mails

✓ Free data backup


✓ Profiles and roles

✓ Audit log
✓ Unique fields
✓ Custom fields
✓ Custom list views
✓ Reorder related lists tab


Integrations

✓ Zoho integrations

    • Zoho Campaigns
    • Zoho Desk
    • Zoho Flow
    • Zoho Meeting
✓ Other integrations
    • Office 365
    • G Suite
    • Twitter


​​

ContactManager

✓ 50,000 records

✓ Multiple pipelines

✓ SalesSignals

✓ 5 webforms

✓ Products

✓ Custom dashboards

✓ 25 workflows

✓ Tasks

✓ Email notifications

✓ Field updates

✓ Tags

✓ Email templates

✓ Email insights

✓ IMAP

✓ Mass mails

✓ Free data backup


✓ Profiles and roles

✓ Audit log
✓ Unique fields
✓ Custom fields
✓ Custom list views
✓ Reorder related lists tab


Integrations

✓ Zoho integrations

    • Zoho Campaigns
    • Zoho Desk
    • Zoho Flow
    • Zoho Meeting
✓ Other integrations
    • Office 365
    • G Suite
    • Twitter


​​

Sites

✓ Number of sites

    • Up to 50 employees - 1 site/10 employee licenses
    • Over 50 employees - 5 sites
✓ Custom domain hosting
✓ Ad-free
✓ SSL hosting
✓ Single page site
✓ Code snippet
✓ Social share button
✓ 301 redirect
✓ Element animation
✓ Premium elements
✓ Audio player
✓ Comment box
✓ Scheduled blog post
✓ Social network auto-publish
✓ Newsletter subscription
✓ Favicon
✓ Blog
✓ Mobile optimised
✓ Header and footer code

✓ Automatic sitemap

✓ Member portal
✓ Up to 10 employees - 2 portal members per site
✓ Over 10 employees - 100 portal members per site
✓ 50 forms
✓ Max file size - 100MB
✓ 50 pages
✓ Page versions
✓ 100GB storage
✓ Unmetered bandwidth
✓ 200 photo gallery
✓ 1 contributor per employee license
✓ Zoho integrations
✓ SalesIQ
✓ Zoho CRM forms
✓ Zoho Campaigns
✓ Zoho Forms
✓ PageSense
✓ MarketingHub
✓ Other integrations
✓ MailChimp
✓ Google Analytics
✓ Social (FB & Twitter)

​​

Bookings

Bookings

✓ Unlimited appointments

✓ Unlimited customers
✓ Unlimited services
✓ Unlimited workspaces
✓ Resource calendars - 10/organisation and 2/employee license
✓ Reports
✓ Custom functions
✓ One-on-one booking
✓ Recurring classes
✓ Resource scheduling
✓ Online meetings (powered by Zoho Meeting)

Personalisation

✓ Portal sign-up for customers

✓ Custom domain
✓ Website embedding
✓ Booking page customisation (theme, logo, layouts)
✓ Brand color palette
✓ Customisable booking links for staff, services, and workspaces
✓ Add custom fields to bookings form

Integrations

✓ Zoho CRM

✓ Zoho Flow
    • Add new appointments as subscribers in Mailchimp
    • Update Outlook calendar
    • GoToMeeting
✓ Google Calendar
✓ Two way calendar sync
✓ Payment gateways
    • Stripe
    • PayPal
    • Razorpay
    • Authorize.Net
    • Forte
    • Worldpay
✓ SMS gateways
    • Twilio
    • Clickatell
    • Hoiio
    • Nexmo
    • SMS-Magic
    • Clockwork SMS

Notifications/Reminders

✓ Text reminders and notifications

✓ Customisable email and text notification templates
✓ Automatic notifications

​​

Marketing
 SalesIQ Campaigns Social Survey Forms PageSense Backstage MarketingHub

SalesIQ

SalesIQ    Campaigns    Social    Survey    Forms    PageSense    Backstage    MarketingHub

​​

Features
✓ Recurring activities

✓ Multiple currencies

✓ GDPR configurations

✓ 10 custom chatbots

Live Chat Organisation

✓ Number of visitors tracked per month

    • Trial - 5,000
    • Paid - 5,000/employee license or 200,000 (whichever is lower)

✓ 25 websites/portal
✓ Unlimited chat volume
✓ 25 departments
✓ 25 intelligent triggers
✓ 25 chat routing
✓ 25 visitor routing
✓ Roles and permissions
✓ Unlimited chat history
✓ Concurrent chat limit

Website Visitor Tracking

✓ Anonymous website visitor identification

✓ Website visitor history
✓ Export website visitor
✓ Lead scoring

In-chat features for operators

✓ Multiple chat tabs

✓ Advanced visitor information
✓ In-chat file sharing
✓ Future view
✓ Canned messages for quick responses
✓ Chat transfer
✓ Block IPs
✓ End chat session smartly
✓ Add notes to a chat
✓ Chat translation
✓ Email signature live chat

In-chat features for customers

✓ Offline messaging

✓ Articles
✓ Conversation view for past chats
✓ File sharing with operators
✓ Chat feedback and operator rating
✓ E-mail themselves a transcript

Customisation

✓ Multiple options for embedding chat widget

✓ Customise chat window
✓ Advanced customisation with CSS
✓ Brand your Zoho SalesIQ
✓ Add operators' photos
✓ Multiple brands, web domains, and products
✓ Route chats to specific operators or department
✓ Department based email configuration

Automation

✓ Advanced live chat features

✓ Group chat
✓ Monitor live chats
✓ Set business hours
✓ Audio call
✓ Mobile app
✓ Desktop notifications
✓ Integration with different analytics tools

Integrations
✓ Zoho integrations
    • CRM
    • Desk
    • Assist
    • Campaign

✓ Other integrations
    • Salesforce
    • Zendesk
    • MailChimp

Dashboard

✓ Internal operator chat

✓ Message board

✓ Update your status

Reporting

✓ Powerful pre-built reports

✓ Daily report
✓ Weekly report
✓ Monthly reporting
✓ Schedule your reports

​​

Campaigns

SalesIQ    Campaigns    Social    Survey    Forms    PageSense    Backstage    MarketingHub
SMS campaigns

✓ SMS gateways

✓ Batch sending
✓ Reporting and analytics
✓ Contacts
    • Trial - 5,000
    • Paid - 5,000/employee license

✓ Number of emails
    • Trial - 15,000 emails
    • Paid - Up to 100,000 contacts - unlimited
    • Over 100,000 contacts - 10 x number of contacts

Email newsletters

✓ Pre-designed newsletter template

✓ Template layouts
✓ Drag-and-drop editor
✓ Template library
✓ Import email templates
✓ Import template content from Google Drive, Dropbox, OneDrive, Box and Zoho Docs
✓ Email attachments

Mailing list management

✓ Subscriber management

✓ Topic management
✓ Popup forms
✓ Create mailing lists
✓ Segmentation of mailing lists
✓ Bulk segments
✓ Custom fields
✓ Sync leads & contacts from Zoho CRM
✓ Import subscribers from XLS, XLSX, and CSV
✓ Mailing lists email summary
✓ Sign-up forms
✓ Bounce & unsubscribes automatic removal
✓ Sign-up form tracking
✓ Workflow trigger for sign-up forms
✓ Subscriber scores

Consent management

✓ Send consent emails to implied subscribers

✓ Send follow-up emails to unresponsive subscribers
✓ Schedule consent campaign
✓ Consent campaign reports

Email marketing

✓ Schedule email campaigns

✓ Recipient timezone-based delivery
✓ Recipient optimal open time based delivery
✓ Batch emails
✓ Merge tags
✓ Dynamic content
✓ RSS email campaigns
✓ Email polls
✓ A/B testing
✓ Customise email header and footer
✓ Email opened & unopened recipients
✓ Social sharing
✓ Video email marketing
✓ Recipient comments
✓ Email authentication using SPF/sender ID, domain key/DKIM
✓ Compare email campaigns
✓ Custom coupon email campaigns
✓ E-commerce email campaigns
✓ Survey email campaigns
✓ Send test emails
✓ Email campaign archives
✓ Email campaigns reports
✓ Powered by Zoho Campaigns in footer

Opt-in confirmation

✓ Design & customise opt-in forms

✓ Add company logo to opt-in forms
✓ Customise confirmation page
✓ Send opt-in confirmation emails
✓ Customise opt-in confirmation emails
✓ Add to address book - vCard

E-commerce email marketing

✓ Campaign creation

✓ Web store tracking and reports
✓ Coupon code sync
✓ Product content sync
✓ Purchase follow-ups
✓ Abandoned cart follow-ups

Developer API

✓ Campaign management

✓ List management
✓ Call back URLs

Email marketing automation

✓ Drag-and-drop workflows

✓ Workflow templates
✓ Closed group autoresponders
✓ Cyclic autoresponders
✓ Workflow path tracing
✓ Sign-up based autoresponders
✓ Email action-based autoresponders
✓ Calendar-based autoresponders
✓ Custom date field-based autoresponders
✓ Smart series autoresponders
✓ Autoresponders summary report

Social media marketing

✓ Share email campaigns on social media

✓ Facebook page marketing
✓ Post campaigns - 1 account/social network/employee license
✓ Automatic posting on Facebook, Twitter, & LinkedIn
✓ Promote page through email campaigns

Campaign Tracking & Reporting
✓ Recipient activity reports
✓ Reply tracking
✓ Individual & overall reports export
✓ Bounces & unsubscribe rates
✓ Open rates
✓ Click-through rates
✓ Spam complaints
✓ Location based reports
✓ Device specific reports
✓ Email campaign based reports
✓ Mailing list based reports
✓ Share reports
✓ Social campaign statistics
✓ Advanced analytics with Google Analytics
✓ Forwards (tell a friend)

Integrations

✓ Zoho integrations

    • CRM
    • Creator
    • Survey
    • Contacts
    • Invoice
    • Books
    • Recruit
    • Meeting
    • Commerce
    • Desk
    • Backstage

✓ Other integrations
    • SugarCRM
    • Salesforce
    • G Suite
    • Tracking URLs with Google Analytics
    • Eventbrite
    • SurveyMonkey
    • Shopify
    • Facebook
    • Twitter
    • LinkedIn
    • Tumblr
    • Youtube for video email campaigns
    • Flickr add images to the template gallery
    • Gravatar
    • Bigstock
    • PayPal
    • Litmus
    • Giphy
    • GoToWebinar
    • Evernote
    • Dropbox
    • OneDrive
    • Box
    • Unsplash
    • Unbounce
    • Wistia
    • Zoom
    • HubSpot
    • MS Dynamics 365
    • Zendesk
    • BigCommerce
    • WooCommerce

Campaign management

✓ Email limits

✓ Managerial approval
✓ Roles and privileges
✓ Custom roles
✓ Folders
✓ Favorites
✓ Marketing calendar

Webhook

✓ Mailing list notification

✓ Sent campaign notification

​​

Social

SalesIQ    Campaigns    Social    Survey    Forms    PageSense    Backstage    MarketingHub
Social

✓ 1 brand

✓ Social channels
    • Twitter profile
    • Instagram business profile
    • Facebook page
    • Facebook group
    • LinkedIn company page
    • LinkedIn profile
    • Google my business profile
✓ Facebook lead ads and forms
✓ zShare browser extension
✓ Team collaboration

Publishing & scheduling

✓ Publish

✓ SmartQ
✓ CustomQ
✓ Schedule
✓ Pause/Resume scheduled posts
✓ Bulk scheduler
✓ Repeat post
✓ Publishing calendar
✓ Custom audience targeting

Connections

✓ List of most engaged

✓ List of recently engaged

✓ Twitter following/followers
✓ Social profile information

URL shortener

✓ Zoho shortener

✓ Bitly shortener

Reports

✓ Published post stats

✓ All reports & analytics
✓ Custom reports - 10 dashboards/brand
✓ Scheduled reports

Monitor
✓ 15 social network-based listening columns and custom search columns

Zoho integrations

✓ Desk

    • Create tickets from social updates
    • Chat with Desk owner
    • Desk reports
    • Rule-based ticket generation
    • View ticket IDs

✓ CRM
    • Add leads to Zoho CRM
    • Chat with CRM owner
    • CRM reports
    • Connections - CRM leads & contacts
    • View CRM status and information
    • Rule-based lead generation
    • Monitor leads/contacts

​​

Survey

SalesIQ    Campaigns    Social    Survey    Forms    PageSense    Backstage    MarketingHub
Enterprise features

✓ Department creation


Basics

✓ Unlimited surveys

✓ Unlimited number of questions
✓ Unlimited number of responses (for yearly plan users)
✓ 3,000 responses/month (for monthly plan users)
✓ In-mail surveys
✓ iOS & Android

Survey creation

✓ Survey builder in 26 languages

✓ 250+ templates
✓ Question types
✓ Pagination
✓ Label, title, and number
✓ Embed video
✓ Embed call link
✓ Mandatory questions
✓ Answer validation
✓ Randomise answer choices
✓ Export as PDF
✓ Print survey

Advanced survey creation

✓ Question logic

✓ Page logic
✓ End page logic
✓ Auto fill
✓ Piping logic
✓ Scoring
✓ Custom variable
✓ Respondent variable
✓ Translate survey to 76 languages
✓ Translate reports
✓ Send email notifications
✓ Trigger functions
✓ Track survey

Survey branding

✓ Complete survey design customisation

✓ Custom favicon
✓ White label survey
✓ Custom end page
✓ Add logo
✓ Remove Zoho footer

Collaboration

✓ Share survey

✓ Invite reviewers
✓ Share report
✓ Share survey preview

Response collection

✓ Embed survey in website

✓ Purchase responses
✓ Pop-up surveys
✓ Disqualify respondents
✓ Anonymous responses
✓ Remove IP address
✓ Email distribution
✓ HTTPS encryption
✓ Share on social
✓ QR code for surveys
✓ Collect responses offline
✓ Kiosk+auto upload mode in offline surveys
✓ Unlimited offline devices
✓ Spam protection
✓ Password protection
✓ Set survey end date
✓ Limit number of responses
✓ Unlimited collectors

Survey reports and analytics

✓ Real-time responses

✓ Custom report
✓ Custom trend report
✓ Cross-tab reports
✓ Custom filters
✓ Turf analysis
✓ Sentiment analysis
✓ Print reports
✓ Export in XLS and CSV
✓ Export in SPSS
✓ Download chart
✓ View respondents IP
✓ Download report as PDF

Integrations
✓ Zoho integrations
    • CRM
    • Campaigns
    • SalesIQ

✓ Other integrations
    • MailChimp
    • Google Sheets
    • URL callback notifications
    • Tableau
    • Slack
    • Shopify
    • Eventbrite
    • Zendesk
    • Facebook
    • G Suite Marketplace

​​​

Forms

SalesIQ    Campaigns    Social    Survey    Forms    PageSense    Backstage    MarketingHub
Basics

✓ Forms

    • Trial - 10 forms
    • Paid - unlimited

✓ Submissions
    • Trial - 1,000/month
    • Paid - 200,000/month

✓ Storage
    • Trial - 200MB
    • Paid - 20GB

✓ Unlimited reports
✓ Default themes
✓ Custom themes
✓ Multilevel form approval
✓ Mobile responsive forms
✓ Tech support

Privacy features

✓ Field encryption

✓ SSL encryption
✓ Personal field marking

Form settings

✓ Custom domain in permalink URL

✓ CAPTCHA
✓ Google reCAPTCHA v2
✓ Splash message
✓ Thank you page
✓ Redirect to website
✓ Email notifications
✓ Save and resume
✓ Edit response
✓ Submitter email notification
✓ Email attachment
✓ Notification email to external users
✓ Forms submission as PDF attachment
✓ Double opt-in
✓ Form span
✓ Custom favicon
✓ Custom title text
✓ PDF settings
✓ Document merge
✓ General/Error messages customisation
✓ Field alias
✓ Task management
✓ Manage form attachment

Form sharing

✓ Public link

✓ Shorten URL
✓ Private sharing
✓ Facebook
✓ Twitter
✓ LinkedIn
✓ Form HTML download
✓ iFrame source code
✓ QR code

Email campaigns

✓ Zoho Campaigns

✓ MailChimp

Integrations

✓ Zoho integrations

    • CRM
    • SalesIQ
    • Desk
    • Campaigns
    • Docs
    • Sign
    • Sheet
    • Projects
    • Recruit

✓ Other integrations
    • G Suite
    • Webhooks
    • Salesforce
    • Zapier
    • Microsoft teams
    • WebMerge

Managing entries

✓ Printable entries list

✓ Printable entries summary
✓ CSV export
✓ PDF export
✓ Password-protected file export
✓ Task assignment

Tracking

✓ Google Adwords (GCLID)

✓ UTM tracking
✓ Google Analytics - goal tracking
✓ Facebook pixel - event tracking

Reports
✓ Customisable filters
✓ Auto filters
✓ Show/Hide columns
✓ Reports approvals
✓ Public sharing link
✓ Private sharing link
✓ iFrame source code
✓ HTML button/link to embed report

Form management

✓ Field duplication

✓ Form duplication
✓ Form analytics
✓ Form audit
✓ Form ownership management
✓ Form disable

Payment integrations

✓ Stripe

✓ PayPal
✓ 2Checkout
✓ Razorpay
✓ PayPal checkout
✓ Authorize.Net

Form fields

✓ Basic fields (name, address, email, phone number, etc.)

✓ Date/Time
✓ Dropdown field
✓ Radio buttons
✓ Multiple choice
✓ Checkboxes
✓ Group choices
✓ Value assignment
✓ Page break
✓ Geolocation
✓ Choices import
✓ Decision boxes
✓ File upload
✓ Matrix choice
✓ Section
✓ Zoho CRM field
✓ Slider
✓ Rating field
✓ Description field
✓ Signature field
✓ Formula field
✓ Unique ID
✓ Image choices
✓ Terms and conditions
✓ Subform

Form building tools

✓ Drag-and-drop builder

✓ Multi-page forms

Conditional rules

✓ Field rules

✓ Form rules
✓ Page rules

​​​

PageSense

SalesIQ    Campaigns    Social    Survey    Forms    PageSense    Backstage    MarketingHub
Features

✓ Heatmaps

✓ Scrollmaps

✓ Attentionmaps

✓ Session recording

✓ Polls

✓ Funnel analysis

✓ A/B testing

✓ Split URL testing

✓ Visual editor

✓ Audience targeting

✓ Report segmentation

✓ Revenue analysis

✓ Real-time reporting

✓ Role-based access

✓ Integrations

✓ Chrome plugin
✓ URL targeting
✓ Unlimited experiments
✓ Unlimited pages

PageSense subscription

✓ Monthly visitors - 30,000/employee license

✓ Number of projects
    • Trial - 3
    • Paid - 25

​​

BackStage

SalesIQ    Campaigns    Social    Survey    Forms    PageSense    Backstage    MarketingHub
Events

✓ Enterprise events

    • Up to 25 employees - 1 event per 5 employee licenses
    • 26 to 50 employees - 10 events
    • 51 employees and above - unlimited events

✓ Unlimited free events
✓ 1 portal
✓ Unlimited attendees
✓ Mobile apps
    • Android and iOS app for event organisers
    • Event listing in the attendee app - Android and iOS

✓ Zoho integrations
    • Zoho CRM
    • Zoho Flow
    • Zoho PageSense
    • Zoho SalesIQ

✓ Other integrations
    • Eventbrite
    • Google Analytics

Free events

✓ Event portals

    • Custom domain mapping
    • Brand page with event listing
    • Calendar HTML widget

✓ Events and scheduling planning
    • Multi-track agenda builder
    • Speakers management
    • Agenda export and import

✓ Event website
    • Design and host event site
    • Venue mapping with directions
    • Hotel suggestions

✓ Event ticketing
    • Attendee check-in

✓ Event marketing
    • Customisable banners
    • Customisable email templates
    • Customisable social share content

✓ Event analytics
    • Site traffic analysis
    • View attendee list
    • Event dashboard

Enterprise events

✓ Event portals

    • Set up webhooks

✓ Events and schedule planning
    • Clone event
    • Session management
    • Sponsorship management
    • Event-day assistants
    • Agenda export and import

✓ Event website
    • Deeper brand customisation
    • Customised logo and favicon
    • Multi-lingual site editor
    • Custom website section addition
    • Custom website page addition
    • Website text customisation
    • Event gallery
    • Multi-lingual website support

✓ Event ticketing
    • Zoho Backstage ticketing
    • Global tax support
    • Offline ticket sales
    • Bulk bookings
    • Ticket Promo Code
    • On-site ticket sales
    • Attendee confirmation and reminders
    • Import/export attendee data

✓ Event marketing
    • Email scheduler

✓ Audience engagement
    • Associate presentations
    • Presentation delivery
    • Crowdsource questions
    • Live polls
    • Session feedback
    • Presentation library
    • Announcements
    • Detailed session analytics
    • Chat groups

✓ Value added services
    • Personalised training

​​

Marketing Hub

SalesIQ    Campaigns    Social    Survey    Forms    PageSense    Backstage    MarketingHub
✓ 5000 leads/employee license
✓ Visitors = 2 x lead count
✓ Unlimited automated emails
✓ Website goals and events
✓ Website behaviour tracking
✓ Custom journey goals
✓ Lead path tracing
✓ Lead scoring
✓ Journey reports
✓ SMS marketing
✓ Marketing planner
✓ Survey campaigns
✓ Webinar promotions
✓ Event promotions
✓ E-commerce marketing
✓ Touchpoints
✓ Smart pop-ups

✓ Website missed goals
✓ Site purchase abandonment
✓ Web application tracking
✓ Alias domains and IP filtering
✓ Lead attribution reports
✓ OnSpot forms
✓ Custom lead tags
✓ Lead stage classification
✓ Advanced pre-built journey templates
✓ ROI measurement
✓ Multi-product management
✓ Product cross-sell and up-sell
✓ URL shortening with custom domains
✓ Smart links and app links
✓ E-commerce journeys and workflows
✓ Store abandonment notifications
✓ Email signature campaigns

Support
 Desk Assist

Desk

Desk    Assist

​​

Ticket management

✓ Email tickets

✓ Comment in tickets
✓ Spam tickets
✓ Ticket history
✓ Ticket resolution note
✓ Ticket tags
✓ Product based ticket tracking
✓ Add resolution to KB
✓ Followers
✓ Customer happiness ratings
✓ Suggested articles
✓ Merge tickets
✓ Split tickets
✓ Clone ticket
✓ Ticket timeline
✓ Time entry
✓ Approvals
✓ Team ownership
✓ Ticket sharing
✓ Send as email

Real time collaboration

✓ Real Time Updates in Ticket List & Detail View

✓ Real Time Ticket Count in Starred Views
✓ Team Feeds
✓ Agent Collision Detection
✓ Agent Collision Chat
✓ Agent Collision Reply Avoidance

Agent productivity

✓ Quick ticket view

✓ Response editor with rich text support
✓ Advanced search
✓ Response draft
✓ Table view
✓ Search facet
✓ Snippets for faster response
✓ Email templates in reply editor
✓ Work modes
✓ Keyboard shortcuts
✓ Review ticket replies

Customer support channels

✓ Email channels - 100 support emails

✓ Help center
✓ Advanced web forms
✓ Twitter
✓ Facebook
✓ Community forums
✓ Telephony
✓ Live chat

Help desk automation

✓ Notification rules

✓ 30 macros/department
✓ Supervise - time-based rules - 30/department
✓ 30 workflow rules/department
✓ Custom functions in workflow
✓ Field watching - trigger on specific field updates

Ticket assignment rules

✓ 30 direct assignments to agents and teams

✓ Round-robin ticket assignment by load balancing - 15/department

Advanced process management - blueprints

✓ 20 blueprints/department

✓ 100 transitions/blueprint
✓ 5 common transitions/blueprint
✓ 30 fields and actions per transition
✓ State level SLAs & escalations
✓ Custom functions in blueprints

Service level agreements (SLAs)

✓ 20 SLAs per department

✓ Stop the SLA clock (on hold state)
✓ Multi-level escalations
✓ Customer based SLA
✓ Contract management in SLA

Help desk working hours

✓ Unlimited business hours

✓ Unlimited holiday list

Help desk customisation

✓ Customise email templates

✓ Customize tabs
✓ Customise views
✓ Customise form fields
✓ 230 custom fields/module
✓ Custom ticket status & status grouping
✓ Field dependencies
✓ Teams
✓ Ticket template
✓ Department specific layout
✓ Layout rules
✓ Validation rules

Artificial Intelligence

✓ Reply assistant

✓ Sentiment predictions
✓ Ticket auto tagging
✓ Anomaly notifications
✓ KB conversation assistant/ASAP
✓ Zia voice and skill builder

Re-branding

✓ Multi-language support

✓ Custom domain mapping
✓ Remote authentication

Help center

✓ Private knowledge base for agents

✓ Public knowledge base
✓ Knowledge base dashboards
✓ Community
✓ Community dashboard
✓ Community gamification
✓ Article versioning
✓ 301 redirection
✓ ASAP
✓ Answer bot in ASAP
✓ Live chat in ASAP
✓ Google Analytics integration
✓ Themes gallery
✓ CSS Customisation
✓ Custom widget
✓ Multi-brand help center
✓ HTML customisation

Multi-department

✓ Multiple department support tracking

✓ All-department view of ticket
✓ Department based signatures
✓ Department specific product handling

Customer management

✓ Contact & account information management

✓ Private notes for contacts & accounts
✓ Dedicated owners for contacts & accounts
✓ Contact & account insights
✓ De-duplicate contacts & accounts
✓ Contact & account custom fields
✓ Merge contacts
✓ Merge accounts
✓ Follow contacts & accounts
✓ Contact to product association
✓ Custom views for customers
✓ Secondary contacts (CCs)

Activity

✓ Tasks

✓ Events
✓ Calls

Time tracking

✓ Manual ticket time tracking

✓ Auto ticket time tracking
✓ Activity time tracking
✓ Billing preferences

Products

✓ Product based ticket tracking

✓ Associate products to contacts
✓ Associate products to accounts
✓ Dedicated owner for products
✓ Custom views for products
✓ Custom fields for products

Analytics

✓ Standard reports

✓ Pre-populated reports
✓ Custom reports
✓ Knowledge base dashboard
✓ Export reports to CSV, XLS, or PDF
✓ Custom dashboards
✓ Ticket overview dashboard
✓ Headquarters dashboard
✓ Response, resolution, & FCR dashboards
✓ Ticket status dashboard
✓ Customer happiness dashboard
✓ Community dashboard
✓ Calls reports and dashboards
✓ SLA dashboards
✓ Telephony agent availability
✓ 100 scheduled reports
✓ Blueprint dashboards
✓ ZIA dashboards
✓ All department analytics (global reports and dashboards)

Telephony

✓ In-product call notifications

✓ Call-to-ticket conversion
✓ Answer over-the-web
✓ Answer over-the-phone
✓ Call logging
✓ Call transfer
✓ Call recording
✓ Call hold
✓ Call mute
✓ Business hours configuration
✓ Non-business hour management
✓ Call queue handling
✓ Outbound calls
✓ Missed call management
✓ Custom greeting configuration
✓ Call routing (sequential & simultaneous)
✓ Call waiting message
✓ Caller history
✓ Voice mail
✓ Real-time agent availability
✓ Call reports and dashboards
✓ Multi-level IVR

Agents & permissions

✓ 50 profiles

✓ 250 roles
✓ Field-level access control
✓ Data sharing

Integrations

✓ Zoho integrations

    • CRM
    • Analytics
    • Assist
    • BugTracker
    • Cliq
    • SalesIQ
    • Books/Invoice
    • PageSense
    • Zoho PhoneBridge for call centres

✓ Other integrations
    • G Suite
    • Atlassian Jira
    • Slack
    • Salesforce
    • Zapier
    • Office 365
    • MS teams

Zoho Marketplace for Zoho Desk

✓ Public extensions

✓ Private extensions

Mobile apps

✓ Zoho Desk app

✓ Radar app for Zoho Desk

Data administration

✓ Export data

✓ Import data
✓ Import history

Data migration

✓ Migration from other help desks


​​

Assist

Desk    Assist
Unattended access

✓ Number of computers - 5/organisation and 1/employee license

✓ Computer grouping
✓ Group permissions
✓ Deployment
✓ Wake on-LAN
✓ Remote power options

Organisation

✓ Organisation roles

✓ Departments
✓ Rebranding
✓ Custom email templates
✓ Email configuration
✓ Advanced reports
✓ Customer widget

Security and compliances

✓ TLS 1.2 transport security with AES-256-bit encryption

✓ Idle-session time out
✓ Action log viewer
✓ Session confirmation

Integrations/APIs

✓ Zoho integrations

    • Desk
    • SalesIQ
    • Assist APIs

✓ Other integrations
    • Zendesk*
    • ServiceNow*
    • Freshdesk
    • Jira
    • Imported Google contacts

Remote session

✓ 6 simultaneous sessions per technician

✓ Instant chat
✓ Desktop application
✓ UAC compatible
✓ Clipboard sharing
✓ Remote screen blanking
✓ File transfer
✓ Multi-monitor navigation
✓ Send ctrl+alt+del
✓ Reboot and reconnect
✓ Session transfer
✓ Schedule sessions
✓ Swap screen
✓ Session notes
✓ Voice and video chat
✓ Contacts management
✓ Annotation
✓ Remote print
✓ Session recording
✓ Additional storage for session recording
✓ Session audit
✓ Screen sharing
✓ Platforms supported
    • Windows
    • Mac
    • Linux
    • Chrome OS
    • Raspberry Pi

✓ Mobile apps
    • iOS
    • Android

* Integrations available only for accounts present in the US and EU DCs.

Productivity
 MailCliq Projects SprintsConnect ShowTime WorkDrive Sign Vault Meeting 

Mail

Mail    Cliq    Projects    Sprints    Connect    ShowTime    WorkDrive    Sign    Vault    Meeting

​​

✓ 50GB storage/employee license
✓ Huge attachments - up to 250MB
✓ Email hosting for multiple domains
✓ Domain aliases
✓ Email routing
✓ Email and folder sharing
✓ Streams - collaboration tool
✓ Offline access
✓ Email recall
✓ eWidget and developer space
✓ Tasks, notes, and bookmarks
✓ IMAP/POP access in email clients
✓ Exchange Activesync

✓ Mobile apps for iOS and Android
✓ Archival and eDiscovery New
✓ Email backup and restoration
✓ White labeling
✓ S-MIME New

Calendar
✓ Shared calendars
✓ Group calendars
✓ Appointment scheduling
✓ Calendar sync
✓ Calendar on mobile
✓ Resource booking

​​

Cliq

Mail    Cliq    Projects    Sprints    Connect    ShowTime    WorkDrive    Sign    Vault    Meeting
Messages

✓ Unlimited 1-1 chats and group chats

✓ Unlimited searchable messages
✓ 1-1 and group chats with external users

General

✓ 100GB file storage/employee license

✓ Advanced unified org directory
✓ Reminders
✓ Zia events

Integrations

✓ Zoho integrations

    • Calendar
    • People

✓ Other integrations
    • Office 365
    • 100 extensions/organisation

Chat window

✓ @mentions and #tags

✓ Star important messages
✓ Link preview
✓ Pinned messages
✓ Print a chat transcript

Channels

✓ Organisation & personal channels

✓ Team & multi-team channels
✓ 5 external channels/employee license
✓ Channel permissions
✓ Announcement channels
✓ Custom roles
✓ Archiving channels
✓ 5,000 organisation, team, and personal participants per channel
✓ 500 external participants per channel

Remote session

✓ Live media

✓ 1-1 audio &video calls
✓ 1-1 screen sharing
✓ PrimeTime - handshake+assembly & ScreenSharing

Platform internal tools

✓ 1,000 slash commands/org

✓ 1,000 message actions/org
✓ 250 bots/org
✓ 1,000 functions/org
✓ 100 schedulers/org
✓ 100 databases/org
✓ 10,000 database records/db/org

Security and privacy

✓ Data encryption both in transit and at rest

✓ Consents
✓ Secret chat

User preferences

✓ Desktop notifications

✓ Personal information
✓ Media and links
✓ Themes
✓ Email & sound notifications

Admin panel

✓ User roles

✓ User fields
✓ Allowed IPs
✓ Org policies
✓ Enterprise mobility management
✓ Module configuration
✓ One theme for the entire organisation
✓ Custom domain
✓ Custom email

Projects

Mail    Cliq    Projects    Sprints    Connect    ShowTime    WorkDrive    Sign    Vault    Meeting

​​

Basics

✓ Unlimited projects

✓ Client users - 5/employee license
✓ 100GB storage space
✓ 20 project templates
✓ Pages & chats (all projects)

Core features

✓ Tags

✓ Project feeds
✓ Task management
✓ Document sharing
✓ Import from MS Project
✓ Calendar & forums
✓ Google apps integration
✓ Project custom status
✓ Task custom status
✓ Subtasks
✓ Task duration (hours/days)
✓ Reminders
✓ Project timeline gantt
✓ Task dependancy - across projects
✓ Task layout - create
✓ Sync Google Tasks
✓ Gamescope
✓ Time tracking
✓ Export projectS
✓ Custom views
✓ Recurring tasks
✓ Timesheet approval
✓ Time log restriction
✓ Blueprint for tasks
✓ AI chatbot powered by Zia
✓ Project budget
✓ Work - planned hours
✓ Business hours
✓ Weekends & holidays
✓ Strict project
✓ Task rollup
✓ Critical path
✓ Baseline
✓ Project layout
✓ 155 project custom fields
✓ 220 task custom fields
✓ 120 issue custom fields
✓ Custom profiles and roles
✓ Custom domain
✓ Teams

Charts/Reports

✓ Chronology Gantt chart - editable across projects

✓ Milestone Gantt chart - editable across projects
✓ Resource utilisation chart - across projects
✓ Advanced task/issue reports

IssueTracker

✓ Import issues

✓ Add issues through email
✓ Export issues
✓ Notifications
✓ Business rules
✓ Web-to-issue form
✓ Link issues
✓ Custom fields
✓ Email settings
✓ SLA
✓ Webhooks
✓ Custom issue email templates

Integrations

✓ Zoho integrations

    • CRM
    • Meeting
    • Invoice
    • Books
    • People
    • Analytics
    • Desk

✓ Other integrations
    • Zapier
    • Dropbox
    • GitHub
    • Bitbucket

Sprints

Mail    Cliq    Projects    Sprints    Connect    ShowTime    WorkDrive    Sign    Vault    Meeting

​​

✓ Unlimited projects
✓ 100GB storage
✓ Custom statuses
✓ Custom item types
✓ Custom priorities
✓ Parallel sprints
✓ Epics
✓ Timesheet
✓ Meetings
✓ Webhooks
✓ Release management

✓ Custom project templates
✓ WIP limits
✓ Custom views
✓ Custom layouts and fields
✓ Zoho integrations
    • Desk
    • Projects


✓ Other integrations
    • Github
    • Bitbucket
    • Gitlab
    • Zapier
    • Jenkins

​​

Connect

Mail    Cliq    Projects    Sprints    Connect    ShowTime    WorkDrive    Sign    Vault    Meeting
Posts & feeds

✓ Like, comment, share, attach, hashtags, & @mentions

✓ Polls
✓ Events
✓ Announcements
✓ Questions
✓ Company wall
✓ Private posts

Channels

✓ Create channels

✓ Unlimited private channels

Channels

✓ Create channels

✓ Unlimited private channels

Charts/Reports

✓ Chronology Gantt chart - editable across projects

✓ Milestone Gantt chart - editable across projects
✓ Resource utilisation chart - across projects
✓ Advanced task/issue reports

IssueTracker

✓ Import issues

✓ Add issues through email
✓ Export issues
✓ Notifications
✓ Business rules
✓ Web-to-issue form
✓ Link issues
✓ Custom fields
✓ Email settings
✓ SLA
✓ Webhooks
✓ Custom issue email templates

Integrations

✓ Zoho integrations

    • CRM
    • Meeting
    • Invoice
    • Books
    • People
    • Analytics
    • Desk

✓ Other integrations
    • Zapier
    • Dropbox
    • GitHub
    • Bitbucket

The enterprise features of Connect’s internal network are included in Zoho One. The external network has to be purchased separately.

​​

Showtime

Mail    Cliq    Projects    Sprints    Connect    ShowTime    WorkDrive    Sign    Vault    Meeting
Basics

✓ 50GB storage/org

✓ On-demand session
✓ Virtual classroom - up to 200 attendees
✓ Trainer roles
    • 10 trainer roles for up to 10 employee licenses
    • 1 trainer role for every 5 additional employee licenses

✓ Face-to-face session
✓ Revenue generation
✓ Certificates
✓ Custom domains
✓ Zoho CRM integration

Team management

✓ Performance dashboard

✓ Org. profile page

Session personalisation

✓ Recurring session

✓ Exclusive session
✓ Duplicate a session
✓ Customisable registration form
✓ Add co-trainers
✓ Reminder email settings
✓ Thank you email edit

Session promotion

✓ Custom branded emails

✓ One click invite
✓ Invite email edit
✓ Email campaign statistics
✓ Embeddable widget
✓ Source tracking

Audience management

✓ Allow/deny participants

✓ Restrict attendee limit
✓ Remove an attendee

Material management

✓ Create/upload presentation and videos

✓ Test and survey
✓ Create/import polls
✓ Handouts

Real-time engagement

✓ Screen sharing

✓ Whiteboard
✓ Open-mic
✓ Engagement gauge
✓ Co-trainer/co-presenter
✓ Open chat room
✓ Attendee-trainer chat rooms
✓ Private chat room for trainers
✓ Q&A
✓ Live polls
✓ HD recording
✓ Standard recording
✓ Share the recording
✓ Download the recording
✓ Publish the recording
✓ Analytics
✓ Engagement analytics
✓ Export analytics data

​​

WorkDrive

Mail    Cliq    Projects    Sprints    Connect    ShowTime    WorkDrive    Sign    Vault    Meeting
Basics

✓ 50GB file upload limit

✓ Storage
    • Up to 10 employees - 5TB/org
    • Over 10 employees - 500GB/employee license additional shared storage

Built-in document editors

✓ Writer

✓ Sheet
✓ Show

Internal collaboration

✓ Team folders

✓ Granular access controls
✓ Sub-folder level sharing
✓ Preview
✓ Zip file preview and extraction
✓ Universal content search
✓ File locking
✓ Commenting on files
✓ Unlimited file versioning
✓ Unread and global notifications

External collaboration

✓ Customisable file links

✓ Groups
✓ Password-protected links with expiry
✓ External file access control

Sync

✓ Desktop sync

✓ Two-way sync

Advanced analytics and reporting

✓ File access stats

✓ File activity timeline

Security

✓ 256-bit AES encryption at rest

✓ TLS, SSL, and PFS encryption during transit
✓ Intrusion detection and prevention systems

Admin controls

✓ Custom branding

✓ Data templates
✓ Custom Fields
✓ Control external sharing
✓ Manage multiple teams
✓ Transfer ownership of private files
✓ Full content visibility and management
✓ File recovery
✓ Admin dashboard
✓ Generate and export customised activity reports
✓ Team folder activity timeline

​​

Sign

Mail    Cliq    Projects    Sprints    Connect    ShowTime    WorkDrive    Sign    Vault    Meeting
Basics

✓ Signer authentication code

    • Email
    • SMS
    • Custom offline

✓ Unlimited documents
✓ Signer document attachment
✓ Document approver action
✓ Reminders & notifications

Advanced features

✓ Templates

✓ Bulk send - 100 documents/month/organisation
✓ In-person signing
✓ SignForms - 50 responses/month/organisation
✓ Rebranding

Legal

✓ Audit trails

✓ Blockchain time-stamping
✓ Certificate of completion
✓ Reports

Accessibility

✓ Multi-language support

✓ Organization email alias configuration
✓ Recipient redirection to custom URL upon action
✓ Priority technical support
    • Web
    • Phone
    • Email

✓ Mobile apps
    • iOS
    • iPad OS
    • macOS
    • Android

Integrations

✓ Import & export documents

    • Google Drive
    • Dropbox
    • OneDrive
    • Box
    • Zoho Docs
    • Zoho Workdrive

✓ Zoho integrations
    • CRM
    • Desk
    • Workerly
    • Books
    • Invoice
    • Inventory
    • Mail
    • Orchestly
    • Creator
    • Recruit
    • People
    • Forms
    • Writer
    • Flow

✓ Other integrations
    • G Suite
    • Office 365
    • Integromat
    • Zapier
    • Formstack Documents (formerly WebMerge)
    • Microsoft Teams

✓ Webhooks
✓ API

​​

Vault

Mail    Cliq    Projects    Sprints    Connect    ShowTime    WorkDrive    Sign    Vault    Meeting
Password & storage management

✓ AES-256 encryption

✓ Store unlimited passwords
✓ Attach unlimited files and documents
✓ Access from computers, smartphones, and tablets
✓ Password groups
✓ Password sharing
✓ Fine-grained and role-based permissions to view/edit/manage passwords
✓ Sharing chambers
✓ Automatically change website passwords
✓ Break-glass account for emergency access
✓ Single sign-on for cloud apps

Password event notifications

✓ Alerts and notifications of password retrieval, expiry, ownership change, etc.


Audits & reports

✓ Complete record of all password management

✓ Password assessment reports
✓ Logging all access to passwords
✓ Intuitive password access reports
✓ Export reports in PDF

Backup, disaster recovery, & high availability

✓ Scheduled data backup (email)

✓ Cloud backup
✓ Uninterrupted access to passwords
✓ Offline access

Tools & utilities

✓ Import passwords

✓ Export passwords
✓ One-click login to websites
✓ Password generator
✓ Password history
✓ Personal password management
✓ Mobile apps
✓ Browser extensions

Password policies & compliance

✓ Pre-built password policies of varying strengths

✓ Provision for creating custom password policies
✓ Enforcing standard usage of password policies

Access control workflow

✓ Password request-release mechanism

✓ Time-limited access to passwords
✓ Instant alerts on password events
✓ Helpdesk integration

​​

Meeting

Mail    Cliq    Projects    Sprints    Connect    ShowTime    WorkDrive    Sign    Vault    Meeting
Basics

✓ 1 host/employee license

✓ 100 participants/host
✓ Storage - 25 recordings
✓ 100 webinar attendees

Collaboration features

✓ Screen/Application sharing

✓ Request remote control
✓ Computer audio/VoIP
✓ Webcam sharing
✓ International dial-in numbers
✓ Browser based (no downloads required)

Online meeting features

✓ Schedule meeting

✓ Instant meeting
✓ RSVP
✓ Add to calendar
✓ Reminder setting
✓ Embed meeting widget

Webinar scheduling and registrations

✓ Customise registration form

✓ Embed registration widget
✓ Moderate registrations
✓ Add co-organizers
✓ Create polls before session
✓ View and export registration report

Webinar attendee engagement and in-session features

✓ Create instant polls

✓ Polls
✓ Q&A
✓ Raise hand
✓ Broadcast message
✓ Allow attendee to talk
✓ Make presenter

Post webinar analytics

✓ In-depth analytics

✓ Export reports

Moderator controls

✓ Mute/unmute meeting participants

✓ Remove meeting participants
✓ Lock meeting

Recording and storage

✓ Meeting recording

✓ Webinar recording
✓ Online storage space
✓ View and share recording

Organisation management

✓ Co-branding

✓ Organisation level settings
✓ Automated email settings

Security and compliance

✓ TLS 1.2 transport security with AES-256-bit encryption

✓ Consent for turning on video

Apps and extensions

✓ Desktops application (Windows and Mac)

✓ iOS mobile app
✓ Android mobile app
✓ Firefox extension
✓ Google chrome extension

Integrations

✓ Zoho CRM

✓ Zoho Projects
✓ Zoho Connect
✓ Zoho Calendar
✓ Zoho Campaigns
✓ Zoho Bookings

Finance
 Books InvoiceSubscriptions Expense  InventoryCheckout Payroll 

Books

​​

Core features

✓ Invoices - 25,000 per year

✓ Bills/Expenses
✓ Estimates
✓ Time tracking/Projects
✓ Expense tracking
✓ Client portal
✓ Basic inventory
✓ Advanced inventory
✓ Financial reports
✓ Accountant
✓ Budgeting
✓ Direct bank integration and reconciliation
✓ Import PDF statement
✓ Workflows - 10 rules per module
✓ Credit notes
✓ Bills of entry
✓ Vendor credits
✓ Purchase orders
✓ Sales orders
✓ Purchase approval
✓ Multi-currency
✓ Multi-lingual
✓ Reporting tags
✓ Price lists
✓ Predefined user roles
✓ Custom user roles
✓ Custom functions
✓ Custom fields
✓ 100 custom views
✓ Contacts
✓ Custom domain

Automate

✓ Recurring invoices

✓ Recurring expenses
✓ Recurring bills
✓ Payment reminders
✓ 5 auto-scans

GST returns

✓ GSTR-1

✓ GSTR-3B
✓ GSTR-4

Integrations

✓ Zoho integrations

    • CRM
    • Inventory
    • Expense
    • Subscriptions
    • Projects
    • Analytics

✓ Other integrations
    • Twilio

​​

Invoice

Basics

✓ Unlimited customers

✓ Unbranded emails
✓ Custom domain

Core features

✓ Invoices

✓ Estimates
✓ Time tracking
✓ Expense tracking
✓ Credit notes
✓ Online payment
✓ Multi-currency
✓ Multi-lingual
✓ Flexible reports
✓ Track payments
✓ Customisable invoice templates
✓ Customer portal
✓ Snail mail

Automate

✓ Recurring invoices

✓ Payment reminders
✓ Recurring expenses

Integrations

✓ Zoho integrations

    • Zoho CRM integrations

✓ Other integrations
    • Powerful APIs
    • Online payment gateways
    • G Suite integration
    • Twilio integration

Security

✓ SSL encryption


​​

Subscriptions

Basics

✓ 5000 customers

✓ 10 workflows/module

Core features

✓ Recurring billing

✓ Subscription management
✓ Subscription automation
✓ Metrics tracking
✓ Multi-currency support
✓ Subscription metrics
✓ Multi-lingual
✓ Customer portal
✓ Customer portal single sign-on
✓ Domain branding
✓ Custom buttons
✓ Web tabs
✓ Custom schedulers
✓ Rest API & webhooks
✓ 40+ Advanced reports

Payments

✓ Hosted payment pages

✓ Dunning for automatic payments
✓ Multiple payment gateways
✓ Offline payments
✓ Payment reminders

Customisations

✓ Templates

✓ Email notifications
✓ Users and roles
✓ Reminders

Audit

✓ Data backup


Audit

✓ Data backup


Security

✓ PCI Compliance


Payment gateways

✓ Stripe

✓ RazorPay
✓ PayTabs
✓ Wepay
✓ Forte
✓ Authorize.net
✓ 2Checkout
✓ Paypal
✓ PayTM
✓ GoCardless
✓ ICICI Bank(Eazypay)
✓ Marcado Pago

Integrations

✓ Zoho integrations

    • Zoho CRM
    • Zoho Books
    • Zoho Inventory
    • Zoho Mail
    • Zoho Cliq
    • Zoho Analytics
    • Zoho Flow
    • Zoho Creator
    • Zoho Desk
    • Zoho Workdrive

✓ Other integrations
    • Slack
    • Zendesk
    • GSuite
    • Office 365
    • WordPress
    • Zapier
    • Avalara
    • Evernote
    • Google Drive
    • Dropbox
    • Box
    • OneDrive

Mobile apps

✓ iOS

✓ Android

​​

Expense

Expense reports

✓ Unlimited auto-scans

✓ Unlimited expense reports
✓ Multicurrency expenses
✓ Importing card transactions
✓ Customer/Project tracking
✓ Tax tracking
✓ Cost allocation
✓ Report types
✓ Cash advances
✓ Delegation
✓ Expense tags
✓ Mileage expenses
✓ Per diem expenses

Trips

✓ Pre-travel approval

✓ Cost approval
✓ Itinerary management
✓ Travel allowance

Automation

✓ Advanced approvals

✓ Unlimited policies

✓ Unlimited workflow rules

✓ Alerts (email/in-app notification)
✓ Webhooks
✓ Field updates
✓ Expense report automation
✓ SMS notification (India)

Budgets

✓ Daily

✓ Monthly
✓ Yearly
✓ Budget vs Actuals

Customisation

✓ Form customisation

✓ Custom fields
    • Expenses
    • Reports
    • Advanced payments
    • Users
    • Trips

✓ Page layouts
    • Expenses
    • Trips

✓ Custom field access permissions
✓ Custom user roles

Audit

✓ Data and receipt backup

✓ Scheduled backup
✓ Audit trial report

Integrations

✓ Zoho Integrations

    • Books
    • CRM
    • Invoice
    • People
    • Cliq
    • Projects
    • Docs

Other integrations
    • Quickbooks Online
    • Quickbooks Desktop
    • Xero
    • Online reimbursements via ICICI (India only)
    • Online reimbursements via ACH (US and Canada only)
    • G Suite
    • Office 365
    • Slack
    • Lyft
    • Uber
    • Travel management companies
    • ERP

Direct feeds for corporate cards
    • Visa
    • Amex
    • MasterCard

Cloud solutions
    • Evernote
    • Google Drive
    • Dropbox
    • Box
    • OneDrive

Security

✓ SSL encryption


​​

Inventory

Core features

✓ 30,000 offline orders

✓ 30,000 online orders
✓ 60,000 invoicing
✓ 30,000 billing
✓ Warehouses
    • Trial - 2
    • Paid subscription - 10

✓ 120,000 package slips
✓ 3,000 shipping labels
✓ Backorders
✓ Dropshipment
✓ Composite items
✓ Inventory reports
✓ Multi-currency
✓ Multi-lingual

Item tracking

✓ Serial number

✓ Batch number
✓ Shipment tracking

Integrations

✓ Zoho integrations

    • Zoho Books
    • Zoho CRM

Other integrations
    • EDI
    • Ecommerce
    • Multi-storage integration
    • Shipping
    • Payment gateways
    • G Suite

Automation

✓ Email alerts - 10 rules/module

✓ Webhooks - 10 rules/module
✓ Field updates - 10 rules/module
✓ Custom functions - 10 rules/module

​​

Checkout

✓ Unlimited payment pages
✓ Collect unlimited payments
✓ One-time and recurring payments
✓ Integrated with Razorpay
✓ Payment analytics
✓ Email notifications

✓ Automated payment retries
✓ SSL encryption
✓ MailChimp integration
✓ Zoho Campaigns integration
✓ Custom branding

​​

Payroll

Core features

✓ Automatic payroll and tax calculation

✓ Custom statutory components (PF, PT, LWF, ESI)
✓ Salary template
✓ Custom earnings and deduction components
✓ Variable pay
✓ Previous employment data handling
✓ Full and Final settlement
✓ Perks and Benefits
✓ Online payslips, tax-worksheets
✓ Direct-deposit of salaries through ICICI Bank
✓ Digitally signed Form-16
✓ Pre-formatted tax reports
✓ Exhaustive payroll reports
✓ Employee self-service portal
✓ Employee loans

Mobile apps for employees

✓ Android

✓ iOS

Administrative features

✓ Online IT declaration

✓ Online proof collection
✓ Online reimbursement claim submission
✓ Pre-defined workflows
    • Salary revision approvals
    • Proof of Investment validation
    • Reimbursements verification

✓ Module-based user roles and permissions
✓ Personalised alerts and reminders
✓ Custom data through custom fields

Integrations

✓ Zoho integrations

    • Zoho Books
    • Zoho People

✓ Other integrations
    • ICICI Bank

Only the Indian Edition of Payroll is included in Zoho One.

HR
  PeopleRecruit 

People

​​

Employee database

✓ Employee database

✓ Multi-entity management
✓ Document management

Onboarding

✓ Candidate onboarding

✓ Offerletter management
✓ Employee onboarding

Time off management

✓ Time off policy customisation

✓ Time off tracking
✓ Compensatory off management
✓ Holiday tracking

Attendance

✓ Attendance tracking

✓ Biometric integrations
✓ Geo & IP tracking
✓ Attendance regularisation
✓ Overtime tracking
✓ Shift scheduling

Timesheet

✓ Projects, jobs, and clients mapping

✓ Job scheduling
✓ Time tracking
✓ Timesheet management
✓ Timesheet scheduler
✓ Billing and invoicing integration

Reports

✓ Reports (module based)

✓ Zoho Analytics integration - 100 reports

Storage

✓ 10GB


Performance management

✓ KRA

✓ Goals
✓ 360-degree feedback
✓ Competencies
✓ Skill sets
✓ Performance appraisals
✓ Self-appraisals
✓ Multi-rater review

Learning management system

✓ Learner dashboard

✓ Self learning
✓ Blended learning
✓ Targeted course creation
✓ Video conferencing
✓ Course management
✓ Course feedback
✓ Discussion forums

Case management

✓ Case categories

✓ Case agents
✓ SLA tracking

Customisation

✓ 100 forms

✓ Custom services and forms
✓ Custom domain URL

Automation

✓ Multi-level approvals

✓ Workflow checklists & tasks
✓ Workflow mail alerts
✓ Webhooks
✓ Template configuration
✓ Custom functions
✓ Blueprint

​​

Recruit

Features

✓ Candidate management

✓ Resume management
✓ Advanced report analytics
✓ Assessments
✓ Portal management
✓ Interview scheduling
✓ Recruitment automation
✓ 750 active jobs

Job requisition management

✓ Career site

✓ Free job boards
✓ Paid job boards
✓ Social posting
✓ Source boosters
✓ Jobs on Google search

Candidate management

✓ Unlimited parse resumes

✓ Pre-screening
✓ Submit to hiring manager
✓ Candidate review form
✓ Interview feedback form
✓ Resume extractor - 250/day
✓ Unlimited outlook parsing
✓ Resume inbox
✓ Custom resume inbox
✓ Indeed search
✓ Import from indeed

Web forms

✓ Forms for candidates

✓ Assignment rules
✓ Auto response rules

Search

✓ Simple search

✓ Boolean keyword search
✓ Semantic search
✓ Search inside candidates attachments
✓ Zip code search
✓ Unlimited tagging

Communication

✓ Mass emails - 750/day

✓ Unlimited email templates
✓ 50 custom 'From' addresses
✓ BCC dropbox
✓ 3 auto-responders
✓ Unsubscribe link

Document library

✓ Folder sharing

✓ Attach documents
✓ File versioning
✓ Reviews

Analytics

✓ Standard reports

✓ Custom reports
✓ Schedule reports
✓ Standard dashboards
✓ Custom dashboards

Product customisation

✓ Customize logo

✓ Rename tabs
✓ 300 custom fields/module
✓ 2 unique fields
✓ 20 custom links
✓ Web tabs
✓ 10 tab groups
✓ Custom modules
✓ Custom views
✓ Mass update
✓ Custom functions & buttons

Workflow management

✓ 50 workflow custom rules/module

✓ Workflow alerts - 300/employee license, max 10,000
✓ Workflow tasks
✓ Assignment rules
✓ Webhooks
✓ Field updates
✓ Time-based actions
✓ Blueprint

Careers site integration

✓ Candidate portal

✓ 200 mass invite candidates
✓ 10 career website pages

Portal management

✓ Default domain

✓ Sub domain
✓ Vendor portal
✓ 10 free portal licenses

Security administration

✓ 25 custom profiles

✓ 250 organisational hierarchies
✓ Reporting hierarchy
✓ Field-level security
✓ 20 data sharing rules
✓ 50 groups
✓ Territory management
✓ Unlimited interviewer and guest users

Social

✓ Apply with LinkedIn

✓ Twitter job postings
✓ Facebook job postings

Integrations

✓ Zoho integrations

    • Marketplace
    • Mail
    • CRM
    • Docs
    • Campaigns
    • Forms
    • Workerly
    • Analytics
    • PhoneBridge
    • People

✓ Other integrations
    • SMS gateway
    • Plug-in for Microsoft
    • Zapier
    • Slack
    • Mail chimp
    • Checkr

Utilities

✓ Calendar

✓ Google calendar sync
✓ Event scheduling
✓ Macros
✓ Notes
✓ Tasks, events, call log
✓ Multiple currencies
✓ File storage
✓ Free 3GB storage/org
✓ Free additional storage/org upon purchase of a new user - 1GB

Data administration

✓ Unlimited data storage (all modules)

✓ Unlimited data storage (per module)
✓ 30,000 import data (per batch)
✓ Export module data
✓ 2 free monthly data backups
✓ De-duplicate data
✓ 30,000 max API calls/day
✓ 10,000 min API calls/day
✓ 1,000 APIs per employee license

Business Process
 Creator AnalyticsFlowOrchestly 

Creator

​​

Essentials

✓ Unlimited apps

✓ Design apps for the web, mobile, and tablet
✓ Form builder
✓ Report builder
✓ Sharing
✓ Themes and layouts
✓ Zoho Creator app for iOS/Android

Data collection and administration

✓ Basic fields

✓ Advanced fields
✓ AI fields
✓ 30 prediction fields
✓ Unlimited other AI fields
    • File storage - 5GB/employee license
    • Unlimited records (or 25,000/employee if less than 10)

✓ Export
✓ Schema builder
✓ Record comments
✓ Offline access on mobile app

Notification and schedules

✓ Email notifications - 500/employee license/day

✓ Schedules - 500/employee license/month
✓ SMS
✓ Push notification

Workflow builder

✓ Workflow rules and actions

✓ In-built approval
✓ Deluge scripting - 10,000 statements

Organisation-level features

✓ Multi-language support

✓ Manual backup
✓ Audit trail
✓ 50 permission sets/app
✓ 250 roles/app
✓ Developer sandbox
✓ Scheduled backup
✓ Domain restriction
✓ 10 Sender email
✓ Domain authentication-2 domains

Reports

✓ Reports (module based)

✓ Zoho Analytics integration - 100 reports

Storage

✓ 10GB


Customisation for iOS/Android devices

✓ App themes

✓ Custom navigation
✓ Custom layouts
✓ Custom touch controlled gestures and actions
✓ Native feature support

Customer-level features

✓ 50 website embed/permalink

✓ Payment gateway
✓ Customer portal
✓ 3 portal users
✓ 5 custom portal permission sets/app

Custom integrations

✓ External calls - 500/employee license/day

✓ Developer API - 1,000/employee license/day

In-built integrations

✓ Zoho integrations

    • Docs
    • Books
    • Chat
    • Connect
    • CRM
    • Desk
    • Invoice
    • Recruit
    • Reports
    • Subscriptions

✓ Other integrations
    • PayPal
    • Box
    • Dropbox
    • Google Drive
    • OneDrive
    • Wordpress
    • iCal Feed
    • Intuit Quickbooks
    • Salesforce
    • Google Calendar

​​

Analytics

Essentials

✓ 5 Million records/rows + addition of 100k/employee

✓ Unlimited reports & dashboards
✓ Unlimited workspaces
✓ Unlimited query tables
✓ Formula engines
✓ Ask Zia
✓ 100 data alerts
✓ Data snapshots
✓ Access logs
✓ Activity logs
✓ Mobile apps

Collaboration

✓ Make public

✓ Large screen display
✓ Slideshow
✓ Groups
✓ Workspace admins
✓ Private links

Schedules

✓ Unlimited import

✓ 100 emails
✓ Backup

Extensibility

✓ REST APIs for integration

✓ 100,000/day API units
✓ Logo rebranding
✓ Live chat support

Connectors

✓ Zoho integrations

    • Zoho CRM
    • Zoho Projects
    • Zoho BugTracker
    • Zoho Finance
    • Zoho Desk
    • Zoho Campaigns
    • Zoho Survey
    • Zoho Creator
    • Zoho Recruit
    • Zoho People
    • ME ServiceDesk Plus
    • ME SupportCenter Plus

✓ Other integrations
    • Cloud drives
    • Files & feeds
    • Relational databases
    • Cloud databases
    • Import from email
    • Salesforce CRM
    • Microsoft Dynamics CRM
    • HubSpot CRM
    • Stripe
    • Teamwork projects
    • QuickBooks
    • Xero
    • Teamwork Desk
    • MailChimp
    • SurveyMonkey
    • SurveyGizmo
    • Facebook
    • Twitter
    • Bing Ads
    • YouTube
    • Google Ads
    • Google Analysis
    • Zendesk

Flow

​​

Limits

✓ 50 flows/month

✓ 3,000 tasks+1,000 tasks/employee
✓ Polling frequency - 5 minutes
✓ History - 90 days

Features

✓ Base apps

✓ Premium apps
✓ Logic & utilities
✓ Custom functions
✓ Test & debug

​​

Orchestly

Features

✓ Form designer

✓ Workflow builder
✓ Webhooks
✓ Custom Functions
✓ Business Rules
✓ Email Templates
✓ Extensions/Widgets
✓ Notifications
✓ SLA
✓ Audit trail
✓ Default and custom reports
✓ Role-based access control
✓ iOS/Android app

Integrations

✓ Zoho integrations

    • Zoho Cliq
    • Zoho Sign
    • Zoho Writer

✓ Other integrations
    • Slack
    • MS Teams


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