What is Zoho One: A Quick Overview
Introduction
Zoho One is a comprehensive suite of 45+ integrated business applications designed to run your entire organisation – from sales and marketing to finance, HR, and operations – all in one place.
Think of it as your business’s operating system. With Zoho One, you can replace multiple standalone tools with one connected platform, making it easier to streamline processes, boost productivity, and reduce costs.
Whether you’re a small business or a growing enterprise, Zoho One gives you everything you need to run your business smarter and faster.
Step-by-Step Instructions:
1. Access the Full Suite of Applications
When you subscribe to Zoho One, you get access to:
- CRM
- Projects
- Books (Accounting)
- People (HR)
- Campaigns (Email marketing)
- Desk (Customer support)
…and 40+ more apps. All apps are available via a single sign-in.
2. Use Centralised Admin Controls
Manage everything from one admin panel:
- Add or remove users
- Assign app access based on roles
- Monitor usage and track app performance
- Control security and permissions
The Admin Panel gives you full visibility and control over your organisation’s apps and data.
3. Enable Seamless Data Flow Between Teams
All Zoho One apps are tightly integrated:
- CRM talks to Books, so sales and invoicing are connected.
- HR (People) links to Projects to track employee hours.
- Campaigns pulls contacts from CRM for targeted marketing.
This means less data duplication, fewer errors, and more efficiency across departments.
4. Automate Workflows and Customise Your Setup
Use tools like:
- Zoho Flow for automation across apps
- Zoho Creator to build custom business apps
- CommandCenter for creating end-to-end customer journeys
Everything is designed to scale with your business and adapt to your unique processes
5. Collaborate with Teams in Real Time
Use tools like:
- Zoho Cliq for chat and team communication
- Zoho WorkDrive for cloud storage and document sharing
- Zoho Meeting for video conferencing
Collaboration becomes simple and centralised — whether your team is in-office or remote.
Tips:
- Start with Zoho CRM to manage leads, deals, and customers.
- Use the Zoho One mobile app to manage your business on the go.
- Set up role-based access to ensure the right people access the right apps.
- Regularly check the Admin Panel for system health, usage stats, and updates.
- Explore automation features to cut down repetitive tasks.
