Zoho One: Plan Details

For an unbelievable price, Zoho One offers you the following applications.
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

​ 

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

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

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

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