ZOHO's tools
This short video explains it best
Customer Relationship Management או CRM
Is a software to manage your customer relation from the lead stage when you first get a phone number or email from a customer interested in your product or service, their customer journey (sales process, customized email campaigns) and their lifecycle as they become a customer (servicing and supporting them, billing and future sales processes).
Sales
Zia
Zoho’s AI helps enrich information on leads, contacts, and customers, and provides answers to questions.
Workdrive
Cloud File Storage
Cliq
Tired of chat in WhatsApp and Slack not integrated with your apps. Cliq is Zoho’s internal chat tool integrated with you other apps. Link each conversation to the relevant customer, project, and task your team is discussing.
Expense
Expense reporting platform with a user-friendly mobile app and built-in optical reader for automatic invoice processing. It allows for documenting, reporting, and approving expense reports, as well as receiving expense reimbursements.
People
Management of human resources from recruitment to departure. It includes employee file management, onboarding, evaluations, vacation and sick leave requests, document submission (Form 101), and an LMS for internal certifications, policy compliance, and training.
Recruit
Employee recruitment system. It enables job posting creation, CV intake with a built-in optical reader to convert resumes into candidate profiles, and manages the entire recruitment process from end to end.
Projects
A project management system with team management, milestones and dependencies, task management, time tracking, billing generation, and a client portal.
Service and Technical Support
Desk
A system for receiving and managing customer support tickets (Help Desk), providing customer support and service. The system includes support team management, escalations, a customer portal, and a Knowledge Base.
Assist
Remote support for other computer users.
Lens
Remote support for users using Augmented Reality (AR).
Remote support for users using Augmented Reality (AR).
Marketing and Social Media
Marketing Automation
A system for creating and managing customer journeys and email campaigns, from lead generation throughout the entire customer lifecycle.
Lens
Remote support for users using Augmented Reality (AR).
Remote support for users using Augmented Reality (AR).
Assist
Remote support for other computer users.
Desk
A system for receiving and managing customer support tickets (Help Desk), providing customer support and service. The system includes support team management, escalations, a customer portal, and a Knowledge Base.
BI and Management & Communication Applications
BI
A BI system with full integration to all Zoho tools and connection to third-party products for creating rich reports and dashboards in a centralized location.
Writer
A rich word processor for creating professionally designed company documents (agreements, quotes, and more), integrating dynamic information from the CRM for personalized customization for each client.
Sign
Digital signatures on documents, quotes, and agreements.
Survey
A system for creating and managing customer surveys.
Forms
A web form system for collecting and completing information from customers and employees in the field.
CRM
A comprehensive customer management platform rich in modules and functionalities, including tools for building business processes, automations, and integrations to tailor it to your business.
Phonebridge
Cloud telephony integration with Zoho products through Zoho’s Gateway. The solution enables a pop-up of the caller’s information, call documentation, and recordings.
