DO YOU NEED FEATURES BEYOND BASIC CRM
ZOHO ONE is an all-in-one platform that provides you with a full solution for CRM as well as a complete suite of applications to optimize and run all aspects of your business – including management of finance and accounting, projects, documents and storage, remote collaboration, HR, IT, marketing, inventory, customer portals, and more.
Automate Your Business with Zoho 1ZOHO 1 will fully automate all your business processes, enable you to sell online, simplify sales quotes and vendor payments, manage customer support tickets, and stay in control with powerful BI-enabled reports and dashboards. You can use ZOHO 1 at every stage of your small business; start with CRM and add whatever features you need as you go along.
Examples of Zoho One or Multiple Zoho One Apps Settings
Custom modules in CRM
Workflows and automations in CRM
Migrate data in .csv format
Add Zoho Desk integrated with CRM
Setup Zoho Project, Zoho One WorkDrive, Zoho Bookings, Zoho Mail, Calendars
Setup Accounting and invoicing procedures
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We look forward to partnering with you on your ZOHO CRM journey.
Zoho One Cloud Platform
For anything beyond the out-of-the-box functionality.
- 3Customer Service
- 5Business Process Automation
- 6Finance and Accounting
- 7Document Management
- 8Easy Integrations
- 9Custom Applications
Zoho One is a comprehensive suite of CRM, email marketing, collaboration, and other business tools. It includes all of the features in Zoho CRM plus accounting, project management, human resource management, and more.
Zoho One includes:
CRM – Customer relationship management software allows you to track leads and manage your sales pipeline.
Email marketing – Email marketing software for sending newsletters, drip campaigns, and email blasts. You can also create landing pages, run split tests and use analytics to see how well each campaign performs.
Project management – Project management software helps you plan projects and collaborate with team members on project reporting and time tracking tasks.
Human Resource Management – Recruiting tools; employee directory; time off requests/approvals
ERP – Inventory management; purchase orders/invoices/receipts/bills of lading/purchase order matching; purchase order history with item history.
Financials – Accounts payable/receivable including billing history with payment history for each invoice as well as credit card processing capabilities including recurring charges and subscriptions, multiple currencies support, and more.
Zoho Books – allows you to manage your finances, reconcile bank statements and keep track of expenses.
Zoho Desk – helps you manage customer support by providing a single point of contact for all customer inquiries, including email, chat, and phone support.
Zoho Analytics – provides a wide range of business intelligence tools to help you gain insights into your data.
Zoho One is a subscription-based SaaS. What makes it so attractive, is the All-In-One Licensing Model. You pay for the whole integrated application suit under one unified invoice (umbrella pricing).
Zoho One bundle pricing starts with USD$90 per user per month if you pay annually. The price goes up a bit if you opt into monthly payments.
Note: the price can vary per location and currency. To make sure you see the correct price, go to https://www.zoho.com/one/pricing/.
If your organization is small, you will benefit from All Employee Zoho One pricing model. In this case the Zoho license price drops close to 50%. Your business will have to commit to purchase Zoho One licenses for ALL employees on payroll.
Zoho One Consulting is an additional service that provides assistance with implementing Zoho One into your existing business operations.
An expert can help to:
— Analyze your needs
— Build the right system design and solution architecture
— Implement the system design
Depending on the complexity of the project, Zoho consulting services can take from a few hours to months to deliver. You will need to know the hourly rate of the expert delivering your project and the expert’s level of knowledge and experience.
For example, Customerization offers a few options:
— Quick Start CRM – A functioning Zoho CRM up and running in just two weeks.
— Zoho One basic implementation – Configuring Features Beyond Basic CRM or Setting Up Zoho One or Multiple Zoho Apps.
— Custom Projects – For anything beyond the out-of-the-box functionality.
— Ongoing Support and Maintenance Services.
You can find the specific rates here: https://www.customerization.ca/pricing/