On this page
Zoho: crm features and setup
A suite of business applications that includes CRM, finance, email, and project management. It is suited to a business that wants to plan information flows across several functions within one vendor's environment.
Tool by the Otomatzia editorial team · source content checked on
Overview
A potential advantage of Zoho is being able to choose several business applications designed to work within the same family, but you still need to decide each application's role. For example, a contact in CRM is not automatically the same as the billing entity in Books or the project owner. Proper mapping determines when a record is created and what information returns to sales after financial processing. Start with one connection between departments and check whether Zoho One or separate applications suit the number of users and the workflow.
Features
- CRM for managing customer relationships and sales opportunities
- Books and Mail applications for related business processes
- Zoho One suite for connecting organizational applications
Business uses
- Passing information from sales to the finance system after a deal is approved
- Centralizing customer relationships for a workflow that continues into a project
Getting started
- Choose one process and check which Zoho applications are needed for each step.
- Create a test customer in CRM and map which fields should reach the selected finance or project application.
- Change an address or name and check which system updates the other, while verifying local accounting requirements before real use.
What to check
- Distinguish between purchasing an individual CRM and licensing Zoho One and its included applications.
- Check compatibility with Israeli bookkeeping processes and non-Zoho systems.
Sources to check next
Vendor features and prices change. Confirm details on the linked official pages before you rely on them.