Zoho: 10 reasons to switch to Zoho

Manage leads, contacts, accounts, deals and suppliers all on one user–friendly platform. The Zoho CRM allows your sales team to not only track your leads’ interactions with your business across multiple channels such as email, live chat, phone, social media and surveys using real-time notifications and follow–up prompts, but the add-ons and integrations that Zoho offers within its customer relationship management software also make it possible to conduct videoconferencing calls right from the platform. And that is just the tip of the iceberg! This omnichannel customer relationship management experience makes it possible to automate the sales funnel process using workflows and blueprints – eliminating confusion and the risk of a customer being contacted twice by two different sales representatives for the same thing.

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2. Zoho Projects

Bring your project plans, teams and clients together in one virtual workspace. Track the hours spent on project activities and produce an accurate accounting for your project billing. Zoho Projects makes task management a breeze with easy-to-read project management dashboard layouts that are fully customizable, plus Gantt charts for plotting your project timelines, benchmarks and deadlines. Organize your information with the help of tags and enjoy the way that the integrated team collaboration tools offer you the ability to chat with one another in real time, share project files and update the status of a task – triggering an automatic notification to all team members involved per email. The versatility and flexibility of this cloud-based project management software is what has us floating on cloud nine!

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3. Zoho Books

Zoho Books is accounting software that makes keeping up with your income and expenses easy. Beyond the areas of standard bookkeeping like accounts receivable and payable, integrations with other Zoho Apps feed data such as time and project tracking, and inventory management onto the platform. Link bank accounts and credits cards for maintaining an overview of cash flow without having to switch to your bank’s website. Choose from multiple payment gateways, organize and manage documents, customize fields within forms. With Zoho Books, you will never look at your bookkeeping activities the same way again!

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4. Zoho WorkDrive

File–sharing, real–time collaborating, cloud storage that makes it easy for every team member to access documents whenever they want and from wherever they are. This is just some of what Zoho WorkDrive has to offer – there’s more! Travelling to a client with your laptop? Accessing folders and the information contained within them are just a few keystrokes away. Comment, Edit, even “Like” your colleagues’ work. With Zoho WorkDrive, you’ll feel like you are working with the next generation of information–sharing. With Zoho WorkDrive, not only can you produce documents, spreadsheets and presentations using an extensive set of formatting options, you can also collaborate with people outside of your organization – granting them specific access permissions. Upload files onto the platform or download them onto your hard drive. You will never have to go far to access the information that you need. As an added feature, Zoho WorkDrive can be integrated with other Zoho Apps such as Zoho Projects and Zoho CRM – making it possible to generate and access documents directly from inside those workspaces, too.

5. Zoho Commerce

Zoho Commerce gives you the tools that you need to build your online store quickly and easily with the help of over 90, pre–built, yet customizable, website template designs and drag–and–drop functionality. What makes Zoho Commerce stand out from the competition is the way that your Zoho Commerce online store can be seamlessly integrated with other Zoho Apps like Zoho CRM, Zoho Inventory, Zoho Books, Zoho PageSense, Zoho SalesIQ and Zoho’s Marketing Automation, just to name a few. All of which work to help you to optimize your store’s performance. Monitor visitor behaviour, keep tabs on inventory, manage your accounts and automate the way that you advertise your goods or services to the world. Are you a blogger? You’re in luck. Zoho Commerce has a blogging platform that you will love. It has special features such multiple contributors and auto–publish on social media. And, as if that weren’t enough, you and your team can work on your store simultaneously from wherever you are – thanks to the fact that the Zoho Office Suite of Apps is all cloud-based. There are no limitations on your ability to access everything that you need for managing your store.

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6. Zoho Vault

Password protection. Feeling reassured that, not only are your valuable passwords stored away safely, but that they are also able to be easily organized, managed and shared among your trusted team members is every business’ dream. Fortunately, Zoho has developed the ideal password protection tool that ticks off all of these boxes and more. If you are part of a team of more than 10 people, Zoho Vault is for you. Within Zoho Vault, team members can share passwords with select other team members – giving each user a specific set of permissions from just a “one–time usage” to being a co–manager of the password. Passwords can even be segmented for sharing with entire departments. Importing and exporting passwords is a breeze. Third-party integrations let you choose from over 400 websites and account types for adding credentials quickly. A single Master Password, unique to each user, is the key to opening up each, individual Zoho Vault.

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7. Zoho People

No matter the size of any business, human resources management will always remain one of the top areas of focus. Good human resources management requires putting a system in place that helps you to stay organized administratively, to have an easy overview of staff and staff-related matters and to provide a central location for employees to access and deposit official files, documents and forms, as well as guidelines and procedures. Zoho People is just the software that makes managing all of these areas of Human Resources easy for all stakeholders involved. Need to clock in and out? Is your business project-based and dependent on logging hours worked on a project? Zoho People has got that covered, too! Zoho People really is a one–stop–shop for all of your Human Resources needs.

8. Zoho Cliq

In this post pandemic world, we have all had to rethink the way that we view work. In most cases, being at the office is no longer a necessity for getting the job done. Zoho Cliq makes it possible to take working remotely to the next level. Zoho Cliq is not just a communication tool, it’s also a finely-tuned collaboration tool. Along with a chat function, Zoho Cliq also offers a “Channel” function, for example, which works like a YouTube Channel for your specific team. Invite team members to join, or add them, yourself. The interface of Zoho Cliq displays activity across all chats and channels on your monitor like a dashboard, so that you never miss a thing. There are notification bots for every Zoho App integration. And there is a central location for storing all shared files, photos, links and recordings, so you don’t lose precious information in “the scroll”. There isn’t enough space here to go into more detail, but if you would like to learn more about all of the amazing features in Zoho Cliq, let us know! We’d be happy to oblige.

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9. Fully-Customizable

The cloud–based, Zoho Office Suite of Apps really is one-of-kind. No other Office Suites Software allows you to stack and integrate their applications in a way that suits your business best. Refine pre-existing settings, fields and forms or define new ones altogether. Automate your repetitive processes so that you can invest your time in growing your business. Organize your teams and departments into “Groups” and configure data access permissions at a Group level, as well as on a case-by-case basis for each individual. If you should decide on creating advanced customizations, Zoho’s Apps all come with a “Developer’s Space” where special code can be added for more specialized customizations. We, here at codafish, happen to also be experts in this area. Ask us how we can help.

10. Budget-Friendly and Reliable

There is no denying that we are now living in times of economic uncertainty. Recent world events are causing businesses to tighten budgets and delay plans. The good news, however, is that choosing to digitalize your processes and optimize your outputs using the Zoho Office Suite of Applications can actually SAVE you money! The 10th and final reason that we think that Zoho is great is because Zoho delivers exceptional value for money. The apps are available for purchase on a monthly or annual subscription basis and there are three different price tiers for each. Choose the plan that suits your budget. Immediately, you can begin to improve your bottom line through a professional, modern, streamlined presentation of your business and your offerings to your customers and prospective buyers. Subscribe to each app individually on an as-needed basis or, if you want the full buffet to choose from, consider the all-in-one package – Zoho One. Zoho One is the option that allows you to have access to all 45 Zoho applications in one subscription. So that, as your business grows, you will always have the right software at your fingertips.

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