Business Organization
Bring every team, process, and customer touchpoint into one organized operating system. With Zoho One, you replace scattered tools and third-party subscriptions with an integrated suite—chat, meetings, service desk, CRM, field service, projects, e-signatures, and contracts—all working together by design. One subscription. One login. One source of truth.
Zoho Cliq — Real-Time Team Messaging
What it is: A secure, company-wide chat platform for instant messaging, channels, voice notes, audio/video huddles, and file sharing.
- Creates topic-based channels for departments, projects, and incidents.
- Keeps decisions searchable with message threads, pins, and powerful filters.
- Launches calls or meetings directly from a chat—no app-switching.
- Deep integrations with CRM, Desk, Projects, and more (post deal updates, ticket alerts, task reminders).
- Bots and command shortcuts for quick actions (create tasks, log calls, fetch reports).
- Governance controls: retention, audit logs, user policies.
Zoho Meeting — Meetings & Webinars
What it is: Browser-based video meetings and webinar hosting with recordings and registration.
- Embeds meetings into your workflows—invite from CRM, Desk, or Calendar.
- Keeps assets centralized: cloud recordings, attendee lists, polls, Q&A.
Highlights:
- No downloads for attendees, lock meetings, waiting rooms, co-hosts.
- Automated follow-ups and lead capture for webinars syncing back to CRM.
- Branded registration pages and analytics on engagement.
Zoho Desk — Omnichannel Help Desk
What it is: A context-aware service desk for email, chat, phone, social, and web tickets.
- Converts every interaction into a trackable ticket with SLAs and priorities.
- Views full customer context: past purchases (CRM), contracts (Contracts), and field visits (FSM).
Highlights:
- Automations for assignment, escalations, approvals, and macros.
- Knowledge base, communities, and embedded help widgets.
- Agent productivity tools (Blueprints, response suggestions, sentiment).
Zoho CRM — Revenue Operations Hub
What it is: A complete sales CRM for leads, deals, accounts, activities, forecasts, and pipelines.
How it organizes your business:
- Unifies marketing responses, sales actions, and service history in one record.
- Standardizes processes with Blueprints and validation rules.
- AI for deal health, next-best actions, and revenue forecasts.
- CPQ, quotes, orders, and approvals; tight links to Sign and Contracts.
- Territory management, custom modules, and advanced reporting.
Zoho FSM (Field Service Management) — Work Orders to Invoices
What it is: End-to-end field service: requests, estimates, work orders, dispatch, time & parts, and invoicing.
How it organizes your business:
- Schedules technicians with skills/region matching and live calendar views.
- Captures onsite data (photos, notes, signatures) and syncs to Desk/CRM.
Highlights:
- Mobile app for technicians with offline mode and GPS check-ins.
- Contracts & warranties, service tasks, and parts tracking.
- Auto-generate invoices and collect payments in the field.
Zoho Projects — Delivery, Timelines, and Capacity
What it is: Project and task management with Gantt charts, dependencies, timesheets, and baselines.
- Aligns scope, schedules, resources, and budgets in one workspace.
- Connects to CRM deals, Desk tickets, and Cliq channels for seamless updates.
- Highlights:
- Templates, Blueprints, and automation rules for repeatable delivery.
- Issue tracking, sprints (with Zoho Sprints), and document collaboration.
- Utilization dashboards and portfolio-level reporting.
Zoho Sign — Secure e-Signatures
What it is: Legally binding e-signatures with audit trails and compliance (ESIGN, eIDAS).
How it organizes your business:
- Standardizes signing workflows for quotes, POs, work orders, HR docs.
- Pulls contact data from CRM and pushes signed PDFs to Desk/Contracts.
Highlights:
- Templates, multi-step approvals, sequential/parallel routing.
- Branding, automatic reminders, and advanced recipient authentication.
- Detailed logs and certificate of completion.
Zoho Contracts — CLM for the Entire Lifecycle
What it is: Contract lifecycle management from request and authoring to negotiation, execution, and renewals.
- Centralizes clauses and templates to reduce legal risk and cycle times.
- Links executed contracts to CRM deals, Desk entitlements, and FSM SLAs.
Highlights:
- Clause library, version control, redlining, and approval workflows.
- Obligation tracking, alerts for renewals/expirations, and analytics.
- Seamless handoff to Zoho Sign for execution.