TrustRadius: an HG Insights company

Zoho One

Score8.9 out of 10

37 Reviews and Ratings

Features

Top Performing Features

  • API for custom integration

    An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

    Category average: 7.6

  • Inventory tracking

    The software syncs orders and stock to maintain a real-time picture of inventory and supports multiple methods such as LIFO and FIFO.

    Category average: 8

  • Location management

    The software can track multiple goods across multiple locations.

    Category average: 7.7

  • Cost of goods sold

    The software calculates the direct costs attributable to a finished product, such as materials and labor, and includes roll-up pricing.

    Category average: 8

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

  • API for custom integration

    An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

    Category average: 7.6

  • Plug-ins

    A number of third-party plug-ins are available to expand the core functionality of the software.

    Category average: 7.6

Security

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

  • Single sign-on capability

    The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

    Category average: 8.3

  • Role-based user permissions

    Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

    Category average: 8

Reporting & Analytics

Users can report on and analyze usage, performance, ROI, and/or other metrics of success.

  • Dashboards

    Users can create, customize and share dashboards, which provide an overview of the most important metrics.

    Category average: 7.7

  • Standard reports

    The software offers pre-built reports with metrics standard to the category.

    Category average: 7.5

  • Custom reports

    Users can create custom reports.

    Category average: 7.6

General Ledger and Configurable Accounting

Financial management solution, including capabilities for general ledger and configurable accounting

  • Accounts payable

    This includes the automation and tracking of payment to vendors and suppliers, with features such as payment scheduling, check printing, open purchase order alerts, document management, direct ACH bill payment, and vendor records.

    Category average: 8.3

  • Accounts receivable

    This includes the management and automation of invoices and collections, with features like statements, invoices, receipts, payment reminders, customer records, auto billing, and refund checks.

    Category average: 8.2

  • Global Financial Support

    Account using multiple ledgers, multiple currencies, and multiple entities

    Category average: 7.8

  • Standardized Processes

    Centralize financial management to facilitate standardized financial processes

    Category average: 8.2

Inventory Management

The ability to track and manage the flow of goods or materials into and out of an inventory.

  • Inventory tracking

    The software syncs orders and stock to maintain a real-time picture of inventory and supports multiple methods such as LIFO and FIFO.

    Category average: 8

  • Location management

    The software can track multiple goods across multiple locations.

    Category average: 7.7

Order Management

The ability to process orders, and track them from quote to cash.

  • Pricing

    Users can set up complex and unique pricing requirements.

    Category average: 7.8

  • Order entry

    Users can enter an order once, and the data flows to all the necessary units such as fulfillment and billing.

    Category average: 8.2

  • Credit card processing

    The software facilitates credit card processing.

    Category average: 7.3

  • Cost of goods sold

    The software calculates the direct costs attributable to a finished product, such as materials and labor, and includes roll-up pricing.

    Category average: 8

Subledger and Financial Process

Revenue management solution including capabilities for subledgers and financial processes

  • Billing Management

    Access role-based billing work area, perform discrete and recurring billing

    Category average: 7.9

  • Cash and Asset Management

    Manage liquidity and cash requirements, asset transfers, disposals, reclassifications, and financial adjustments

    Category average: 7.8

  • Travel & Expense Management

    Enter expenses from mobile devices, integrate credit card and travel booking, configure policy enforcement

    Category average: 7.4

Project Execution Management

Project execution management solution including capabilities for project scheduling, resource management, and team member task management.

  • Project Planning and Scheduling

    Interactive Gantt chart for establishing tasks, durations, and delivery schedule

    Category average: 6.7

  • Task Insight for Project Managers

    Project manager visibility into task progress of team members

    Category average: 6.7

Procurement

Procurement management solution with capabilities for sourcing, contracting, procure-to-pay and supplier management

  • Bids Analyzed and Compared

    Evaluate, compare and recommend across multiple bids in real-time using diverse user selected criteria and graphical analytics

    Category average: 6.7

  • Supplier Management

    Broadly manage and report comprehensive supplier profiles, capabilities and performance; identify bottlenecks; balance allocations, workloads

    Category average: 7.2

Risk Management

Risk management solution with capabilities for managing controls, assessing control effectiveness, certifying controls, and addressing deficiencies

  • Control Management

    Establish and update risk and controls matrix, control test plans, and instructions

    Category average: 7.1

Logistics

Logistics solution with capabilities for transportation planning, transportation execution, trade compliance, customs management, warehouse management and warehouse workforce management.

  • Fulfillment Management

    Support for multi-channel demand and execution fulfillment processes

    Category average: 7.1

Supply Chain

Supply Chain Planning solution with capabilities for planning, performance monitoring, change responses and execution.

  • Forecasting

    Statistically forecast based on historical patterns and sales input, monitor accuracy and estimate new demand

    Category average: 6.9

  • Performance Monitoring

    Analyze business metrics and compare actual performance to plans, identify issues, prioritize demands and respond to changes

    Category average: 7.3