Zoho One offers HIPAA-compliant CRM, marketing, chat, finance, and invoicing—your all-in-one business solution.
Zoho One offers an all-in-one business software suite featuring more than 50 applications. Whether you use just one application or the full suite, they are designed to work together seamlessly and give insights to various departments within your business.
Applications are uniquely designed to serve the many departments within your business, including:
The software works together to provide your management team with one data stream for analysis. Choose the access levels each team or team member has to control access to that data.
Like other business software suites, you can customize the system to meet your needs, such as adding unique fields or workflows that speed up your business.
Zoho One can even serve as your collaboration and communication tools through Zoho Mail and WorkDrive. Use it for everything from messaging to word processing.
Although the software is a leader in its space, it’s incredibly cost-effective, offering the chance to save hundreds or even thousands of dollars on your existing tech stack depending on which tools you subscribe to and what you’re switching from.
Managing separate software systems for the various business functions within your company is challenging and causes many pain points. It leaves you with:
More management in implementing, managing and paying for your large software tech is a big reason why you want one manageable software relationship.
Zoho One is a name for a suite of services. While you can purchase Zoho software a-la-carte, this suite is a cost-effective, integrated option for your business.
The cloud-based help desk software simplifies managing service requests – both internal and external.
Zoho Desk will manage ticketing, asset management and sending surveys after service to see how you did.
Enjoy automation features, such as ticketing assignments based on the ticket type and the best specialist for the job. Set workflows and blueprints to automatically send emails, place tasks on the Zoho Projects calendar or attach documents to service requests or responses to tickets based on keywords or other information.
Speed up responses to tickets by using AI. Common, recurring issues are simple to resolve when you automate the AI response to tickets with specific keywords or information that you set.
Gain greater insights into how you’re doing providing customer service with access to reporting metrics and advanced reporting that offers a deep dive so you can learn where your improvement areas are.
Enjoy 256-bit AES encryption so you know your databases are safe from hackers or prying eyes. Resolve tickets faster and improve your customer retention with the ultimate service that makes your service request responses more consistent while saving time and money.
Collect, organize and visualize your data, all from the Zoho software ecosystem. This is not your classic light spreadsheet software. You can create new sheets or edit existing ones from other programs, like Microsoft Office or Google Sheets.
Collaborate on a sheet using the comment or discuss features to get your file just the way you want it for important meetings, like board or directors conferences or earnings calls.
Control the data housed in your spreadsheets with tools like cell locking or restoration of a previous version of the sheet. Build custom functions within the software to make the data visualization more beneficial and efficient.
Use one of the 35 charts available to visualize your data and make it more reader-friendly. Harness the power of AI with the assistant Zia that provides insights and can recommend how to visualize the data effectively. AI can also help answer questions you have about your data.
Save your Zoho Sheet files as XLSX, CSV, ODS or PDF for ease of viewing when you send the file to others.
Zoho Writer is a document editing software to aid your company in word processing, either creating new files or editing items others send to you from other word processing software.
Use it to collaborate with others on a file in real time. Or make sure your file cannot be edited using a document mode designed just for reading and not editing.
Save your documents as a PDF, MS Word file, or other format based on how you use the file and who you need to review or collaborate on the file.
Save your files to the cloud with seamless integration to Zoho WorkDrive for storage or collaboration with your team members. But if you prefer to use another cloud-based storage software, you can save to other locations, such as OneDrive or Google Drive.
Get access to an email service, calendar, contact management, tasks and more. Rest easy knowing your email system uses high-quality encryption and security to protect your incoming and outgoing messages. You can use Zoho Mail to purchase and manage your email address with custom domain names to make your interactions look more professional.
Set retention preferences and allow the system to retrieve and retain emails according to those preferences. Subscriptions come with the iOS and Android mobile apps to give your team fast access to their email from anywhere.
Engage with your customers like never before when you use Zoho SalesIQ. The software includes live chat features so you can engage with your website visitors in real-time. But also track your website visitors via visitor tracking. Filter the data and segment your audience to gain greater insights into who is coming to your website and why.
Capture leads and route those leads to the appropriate party to respond to your prospects quickly, improving the chances of closing the deal.
Before engaging with the customer, you can collect their information using a pre-chat form so you can follow up after the conversation.
Manage a customer queue to serve customers in the order they join the chat and give them visibility into how long it will be before they connect with a customer service representative.
Automatically integrate your SalesIQ data with your CRM so your service team has real insights into your customers when they start a chat. Add your chat transcripts or request types to your CRM to track customer interactions and improve what you know about them.
Using live chat can help you build better relationships and solve issues or questions that your prospects might have that could keep them from finalizing an order or taking the next step with sales because you are there to support them in real time.
This is a project management system that fully integrates with your other software to make it easy to go from building a form to checking it as complete.
Create, assign and manage your tasks. Collaborate on projects with comments, discussion feeds and group chats. Share files pertaining to a project to make collaboration easier.
Check progress to deadlines, follow up with the person in charge of the task and manage your team’s availability based on time estimates or workload.
Enjoy integration with Zoho WorkDrive to pull documents into a project or save them to the cloud from your project management platform.
Give access to the platform based on roles and responsibilities to ensure your team has what they need but also can’t view things they shouldn’t.
The platform meets compliance standards for HIPAA and GDPR.
Host video conferencing with guests from anywhere. The seamless integration with Zoho Mail makes scheduling meetings quick.
Share your screen, host a poll, stream a live webinar, record a meeting for distribution later, and enjoy robust meeting controls. Some meeting controls include breakout rooms, annotations and reactions.
Get access to cloud-based accounting software that can automate the customer invoicing process and offer deep analysis and financial auditing tools.
Use Zoho Books to accept online payments and automatically remind your customers to pay their expenses. Enjoy multi-currency pricing and acceptance when you operate in various countries.
Track your expenses to see where your budget is going and complete better planning based on those insights. With integration to Zoho Inventory, you can justify expenses based on inventory and know when it’s time to re-up your inventory.
Generate expense reports and connect the software to your business bank account for a bank feed alongside credit card transactions.
Collect data and learn more about your prospects and customers using Zoho Forms. Use the pre-built templates or build completely custom forms based on your needs. Share the forms via your website, social media or email marketing.
Analyze the data using simple views and clear tracking that tells you more about the responses based on location or data source.
Design attractive forms without any coding know-how. You even have the option to use the form for collecting payments when you integrate it with payment gateways.
The cloud-based software makes managing interactions with customers seamless. Automate sales messages and interactions using data stored in the CRM.
Users say the CRM is user-friendly and the price is affordable in comparison to other CRMs available. Use the CRM to build customer journeys or sales pipelines that connect you with your customers.
Zoho CRM is accessible from anywhere thanks to the fact that it is cloud-based. It also integrates with many third-party tools, and of course, Zoho tools. It will scale to meet your changing needs as your business adapts.
Go all in on Zoho tools by even managing your website with Zoho. The drag-and-drop editor is incredibly simple requiring no coding skills. You’ll find a variety of themes and templates available. The platform is mobile-friendly and integrates well with Zoho Forms.
Use built-in SEO tools and get peace of mind from knowing that you can revert to old versions of your site if you make a mistake that renders the site unusable. Integrate your site with Zoho CRM, Marketing Automation, Forms, and SaleIQ for the greatest value from your Zoho tools.
Allow employees to submit and record their expenses. Integrate it with your credit card statements to automate expense tracking based on statements and receipts.
Your team can approve expenses and review them regularly. Use the tool to book travel or get travel approvals.
Review analytics related to your expenses to learn more about your expenses or look for areas of improvement for the upcoming year. Integrate Zoho Expense with Zoho Books for simpler accounting.
Allow customers and prospects to book sales calls or demonstrations based on your team’s availability using Zoho Bookings. Plus, the system comes with friendly tools like automated notifications via SMS and email so you have a lower no-show rate.
It will automatically sync with your Zoho calendar, Outlook or Google calendar. You can connect it with Zoho Meeting to auto-book the required video conferencing invite as well. Or integrate it with Zoom or Microsoft Teams.
Build custom surveys and gather customer feedback and insights. The user-friendly platform uses drag-and-drop editing to help you build attractive surveys.
Visualize the data with visual representations and share the information with other members of your team with ease.
Helps you create attractive marketing campaigns. The drag-and-drop editor is user-friendly. Automate email sequences and review past send data to make informed decisions about future campaigns.
Integrate Zoho Campaigns with Zoho CRM for the greatest usefulness and to send campaigns based on user behavior and activity.
Manage multiple marketing channels from one centralized hub. Engage in lead nurturing based on what interests your prospects and personalize the messages you send using key data points you know about your customers.
Achieve your marketing goals regardless of which industry you serve or the type of business you have.
Review ROI for all marketing campaigns or see which channel is the most profitable for you. Improve your conversion rates with in-depth data based on various factors, such as design, wording, timing, and more.
Zoho One comes with more than 40 enterprise-level applications. You can access these applications from any device with a web browser or download the many native apps available.
As you evaluate the best business software for your needs, review the benefits companies experience when they choose Zoho One as their tech stack.
Have you ever wondered if you’re paying more than you should for your technology or if it includes services you don’t need? Using Zoho can help you get access to the tools you use daily and avoid paying for things you don’t need.
You can reduce the various apps and software windows you leave open on your desktop too, which can improve your productivity.
Know that your technology works together well with options for what various user types can view in the system.
Enjoy integrations like:
Marketing automation software is expensive. While it can work wonders for your bottom line because it reduces the time required for your team to execute tasks and can build better relationships with customers, it’s still a cost that you have to justify on your budget each year.
Zoho One is less expensive when compared with other leading marketing automation options. Prices start at $37 per month per employee for the full suite of business tools. This gives you access to a CRM, SalesIQ, Social, Forms, Cliq messaging, Analytics and more. When teams are ready to go all-in on Zoho tools, it’s an incredible value for teams of all sizes.
If you aren’t ready to go all-in on Zoho products or you need supplementary software, there are pre-made integrations in Zoho just waiting for you to connect the system to other software tools.
For example, Zoho integrates with Google Workspace, Microsoft 365, Microsoft Teams, Slack, Salesforce, Zapier, MailChimp, Shopify and more.
Small businesses generally don’t aim to remain small businesses for long. If you have high ambitions for your business and need the tools that will help you reach your goals, Zoho One might be the right tool for you.
Zoho is not just for scrappy small businesses looking to manage their spending. Zoho serves companies of all sizes, making it great for companies on the move.
Companies that deal with patient records or information must comply with HIPAA or face hefty fines. Zoho is one of few business software suites that is HIPAA compliant to ensure your business’s long-term viability.
Even if you aren’t a doctor’s office seeing patients, if you deal in healthcare in any sense, you might need HIPAA compliance. Zoho One has those capabilities across email, WordDrive, project management and more.
Choosing the best business software is just the first step in optimizing your tech stack. You need to implement the software based on your company’s unique structure and needs. And then you need to optimize your use of the software.New Light Digital is experienced in helping businesses implement and optimize Zoho One. Schedule a free consultation now to learn more and further evaluate whether Zoho might be right for you.
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