ZOHO One

Your Business Does So Many Things

Go from Apps to Operating System

Replace your patchwork of cloud applications, legacy tools, and paper-based processes with one operating system for your entire business.

Zoho One supports every part of your business so you can focus on the big stuff while running your business on one operating system.  You can run your entire business with 40+ integrated applications.  With Zoho One, you can manage, connect, and automate business processes across your organisation.

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The ZOHO Story

Software is our craft and our passion.  At Zoho, we create beautiful software to solve business problems.  We believe that software is the ultimate product of the mind and the hands.  But as much as we love building beautiful software, we think our people and company culture are our most important assets.  Our engineers spend years mastering their craft, bringing together decades of engineering expertise to produce a real work of art.  When you choose Zoho, you get more than just a single product or a tightly integrated suite.  You get our commitment to continuous refinement and to improving your experience.  And you get our relentless devotion to your satisfaction.

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All ZOHO Apps

Your Business Does So Many Things

Zoho One gives you one integrated system to transform your business’ disparate activities into a more connected and agile organisation.  Increase productivity across your business, deliver better customer experiences, and much more.

Here’s how integrating your marketing, sales, and billing processes helps you increase sales and get paid faster.

Generate and collect leads in one place with contact forms, newsletters, gated content, live chat, social media and in person.  Get the right information at the right time so you can follow up and qualify your leads quickly.

Automate your sales process to close deals faster.  Automatically assign leads, set follow up tasks, and send personalized follow up emails.  You can even map out your entire sales process, giving your team a set, step-by-step process to closing deals faster.

Create quotes and invoices on your way to closing deals.  Information you collect through the sales process gets used to generate a quote.  Once the quote has been accepted, it gets automatically turned into an invoice.  Both your sales and billing teams will be kept in the loop for a smooth hand off.

Accelerate your closing process with a quick, easy and paperless process to get your important documents signed.  Upload a document, or create one that brings in data from CRM or other applications, then send it for signing.  Improve the turnaround on sales and purchase orders, quotes, and other contracts.

Give your customers a smooth and easy online payment process that improves their experience while getting you paid faster.  Send payment links and checkout forms.  Or give them access to a customer portal where they can make payments, review past quotes and invoices, and contact your billing team.

Keep on top of your business’s performance with more than 500 pre-built reports and executive dashboards.  Check your ROI on marketing campaigns, customer happiness, and track your entire sales pipeline, and much more.  If there’s a report you need that you don’t see, you can ask Zia, Zoho’s intelligent assistant, to create it for you.

Here’s how integrating your sales, service delivery, and accounting teams help you streamline operations and make customers happy.

Map your entire sales process with a series of efficient and repeatable steps for your sales team to follow.  Assign leads, set follow-up tasks, and keep all communications with each customer in one place.

Get quotes and contracts signed faster with digital signatures.  Upload a document or create a template that pulls key data from your CRM.  Save the final signed copy to each customer record for safe keeping.

Set up retainer invoices, then bill for hours as your team completes tasks and milestones.  Provide customers the option to pay online from their email, or a secure customer portal.  Invoice in stages, at set dates, or even for half payments.  Automate follow up emails to ensure you get paid.

Keep an eye on your open projects with gantt charts, milestones and task lists. Once a sale is made, a project will automatically get created from a template, along with a series of tasks.  Assign tasks to notify colleagues to begin work.  Track your team’s progress and update customers as you go.

Connect your credit card to our double entry-accounting system to track overhead costs.  Then track expenses and associate them to projects as you go.  Simply scan receipts or track mileage from a mobile device, then choose the project to add them to.

Bring your sales, marketing, operations, and accounting data together with more than 500 pre-made reports and executive dashboards.  Monitor your sales pipeline, service delivery process, and review the overall performance of your team to keep improving.

Here’s how integrating your sales, marketing, and purchase data helps you identify happy customers and boost their voices.

Bring all your sales and customer information together to get a complete view of your customer.  Then create segments based on purchase history, location, customer happiness, and much more to drive sales and learn more about your customers.

Send targeted email campaigns to key customer segments.  Personalise subject lines and email content with names, birthdays, and purchase data.  Send attached documents, forms, and coupon codes.  Use autoresponders to send emails automatically.  Or create complete customer journeys with marketing automation.

Learn more about your customers with surveys.  Track customer happiness with net promoter scores.  Develop a deeper understanding of each customer segment.  Associate all survey results with individual customer records so you keep a complete view.  Follow up with customers accordingly by asking for reviews and testimonials, or interviewing them to see what went wrong.

Track ROI, customer retention rate, customer satisfaction, and more with 500+ out-of-the-box reports and executive dashboards.  See which segments are growing and which need more work investment.  Watch customers turn into promoters of your business.

zoho oNE 30-DAY FREE TRIAL

If you would like to try a trial of the ZOHO One platform, then follow the link on the button below which will take you to the ZOHO One signup page for the FREE 30-day trial account.

If you would like to proceed with the ZOHO One platform, or would like a FREE 1 hour consultation, then please follow the link below to arrange a consult.

Note sure where to start?

We are a ZOHO Partner here in South Africa.  we are happy to engage with you on a call to learn more about your business, and to explain how ZOHO One can fit into your workday.

Don’t worry though!  The call will not be a sales call. 

We won’t pressure you to sign up or upsell you into a more expensive feature package.  We’ll always be upfront with you if Zoho One isn’t the best fit for your business.

And the best part is that the 1 hour consultation is 100% FREE.